Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Get started

FileCabinet CS Installation Toolkit

Show all hidden content
Follow this guide to ensure the successful installation and operation of FileCabinet CS.

Before you install

Recommended pre-installation steps
Taking care of these items now will save you time throughout the year. Otherwise, you're more likely to run into slowness and errors during tax season.
  1. Turn the Windows User Account control to "Never Notify". Reboot your computer after making this change.
  2. Confirm you are an Admin-level user.
  3. Create antivirus exceptions. Do not temporarily disable your antivirus as a workaround.
  4. Create firewall exceptions. Do not temporarily disable your firewall as a workaround.
  5. Set Windows permissions.
  6. For terminal server installations, review the terminal server best practices for CS Professional Suite applications.

Installation instructions

Where are you installing?
Before you download or start the installation, you need to get to the right workstation or server.
  • For a standalone installation, sit at the workstation where you want to install FileCabinet CS.
  • For a Local Area Network based server, sit at a workstation or the server.
    Do not install to the C: drive of the server. Instead, install to a mapped drive that all workstations can access.
  • For a Terminal Server, go to the terminal server best practices for CS Professional Suite applications for installation examples and procedures.
If you have a network or Terminal Server, it's important that you know which drive you're installing to. The decision is up to you, and you'll need to create the installation path and any necessary folders before you start.
Download the installer
  1. Go to the workstation or server where you want to run the installation from.
  3. Sign in to your account.
  4. Select the link to download FileCabinet CS.
  5. Select
    Proceed to Download
    .
  6. Select
    Download Now
    .
  7. If you are given the option to
    Run
     or
    Save
     the download, choose
    Save
    .
Close applications
These applications need to be closed on all workstations on the network:
  • CS Professional Suite applications
  • Microsoft Office applications, including Outlook.
Rebooting the server is the best way to make sure all processes for those applications are closed.

During installation

Run the installer
  1. Go to folder where the file was downloaded.
    With Microsoft Edge, Google Chrome, or Mozilla Firefox open, press CTRL+J on your keyboard to open the download history.
  2. Find the downloaded file
    FileCabinetCS_CD2010.exe
    .
  3. Right-click the file and choose
    Properties
    .
  4. Go to the
    Compatibility
     tab.
  5. Uncheck
    Run this program in compatibility mode
     and select
    OK
    .
    • If the option is grayed out, select the
      Change settings for all users
       button and then uncheck
      Run this program in compatibility mode
      .
  6. Right-click the download file again and choose
    Run as Administrator
    .
  7. If prompted to allow the program to make changes to this computer, select
    Yes
    .
  8. When the installation begins, wait for the files to extract.
  9. Select
    Next
     to begin the installation. You must read and accept the license agreement to proceed with the installation.
  10. You'll see the
    Product Selection
     dialog with these options:
    • Install products
      : Mark the
      FileCabinet CS
       option and check the location where the program will install.
    • Other installation options
      : If you want to schedule the installation for later, mark
      Defer installation until a date and time specific later in this installation process.
  11. Select
    Install
    . The rest of the installation process is automatic.
  12. Select
    Finish
    .
Run the desktop or workstation setup
You might need to run a desktop setup. Select the link for your environmental configuration below.
Standalone workstation installations
The desktop setup for your workstation is already complete. If you don't see your desktop icon, you can run the setup to get one.
Local Area Network based installations
You need to run the desktop setup on each machine that needs access to the program.
Terminal Server based installations
The server should already have a desktop icon once the full program installation is finished. If there is no icon, run the desktop setup on the server. If users aren't remoting in to the server to use FileCabinet CS, run the desktop setup on each workstation.
Troubleshooting installation issues
Setup has detected that you are attempting to install to a computer with an unsupported operating system listed below
If you receive the message
Setup has detected that you are attempting to install to a computer with an unsupported operating system listed below
, take the following steps.
  1. Find the downloaded file
    fcsdownload.exe
    .
  2. Right-click the file and choose
    Properties
    .
  3. Go to the
    Compatibility
     tab.
  4. Uncheck
    Run this program in compatibility mode
     and select
    OK
    . If the option is grayed out, select the
    Change settings for all users
     button and then uncheck
    Run this program in compatibility mode
    .
  5. Right-click the download file again and choose
    Run as Administrator
    .
  6. If prompted to allow the program to make changes to this computer, select
    Yes
    .
Unable to execute the specified command line
If you receive this error, right-click the
fcsdownload.exe
 and choose
Run as administrator
. If you still receive this error, consult your firm's IT professional to help disabling the Windows User Account Control and verifying that permissions are set according to the permissions guidelines for the CS Professional Suite.
Access denied
An
Access denied
 error indicates that either the file is in use or the user running the installation does not have the necessary permissions to access the file. To resolve this error, complete the following steps.
  1. Verify that all CS Professional Suite applications and all Microsoft Office applications are closed. If this is a network installation, these applications must be closed across all machines on the network.
  2. Once all applications are closed, try the installation again. If you receive the access denied error again, take the following steps to close open files.
    1. Go to the server and open
      Administrative Tools
      , then select
      Computer Management
      .
    2. From the left-hand panel, choose
      System Tools
      Share Folders
      Open Files
      .
    3. Close any files in the
      WinCSI
       folder or files referencing Microsoft Office programs.
  3. Try the installation again. If you still receive the access denied error, reboot the server. This will ensure that all files and processes associated with CS Professional Suite applications and Microsoft office applications are closed.
  4. If the server has been rebooted and you still receive an access denied error, log in with an admin-level user account and try the installation again. If you are already logged in with an admin account, verify that the recommended permissions have been set according to the permissions guidelines for the CS Professional Suite.
Firm ID and PIN do not match our records
If you receive this message, your firm's Licensee or Firm Delegate needs to log in to the My Account page and select
Manage Firm
 to verify or change the license PIN.
Compatibility mode
If you are trying to install and recieve a message about Windows service pack requirements, take the following steps.
  1. Download and save the executable file for the installation to your desktop.
  2. Right-click on the executable file and choose
    Properties
    .
  3. In the
    General
     tab, if it exists, select the
    Unblock
     button next to
    Security: This file came from another computer and might be blocked to help protect this computer
    .
  4. Go to the
    Compatibility
     tab.
  5. Unmark
    Run this program in compatibility mode
    . If this option is grayed out, select the
    Change settings for all users
     button and unmark the option on the next window that opens.
  6. Select
    OK
     to close the
    Properties
    .
  7. Right-click the executable file and choose
    Run as administrator
    .

After installation

License installation
After completing the installation, open FileCabinet CS. If you need to download updated licenses, you will be prompted to enter your Firm ID and PIN. The license process is automatic, but if it fails, see the "Installation issues" section. After downloading and installing the licenses, FileCabinet CS will restart. Once the program is open again, choose
CS Connect
, mark
Retrieve available updates
 and select
Call now
 to check for and install updates.
SQL installation
If you use the SQL database format for your data and have a fresh installation or are unable to see your SQL data location when inside FileCabinet CS, you will need to run the SQL setup.

This article applies to:

  • PRODUCT: FileCabinet CS