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This article applies to:

  • Product: Planner CS

Planner CS installation toolkit

Follow this guide to ensure the successful installation and operation of Planner CS.

Prepare to install

Failure to complete these recommended tasks could result in error messages and program failure. Consult your IT professional for assistance.
  1. Turn the Windows User Account control to "Never Notify". If you make changes to the User Account Control settings, you'll need to restart for them to take effect.
  3. Unblock the installation file to prevent the File downloaded from the internet warning:
    1. Right-click the installation file and select
      Properties
      .
    2. In the
      General
       tab, (if it exists) select
      Unblock
       next to
      Security: This file came from another computer and might be blocked to help protect this computer
      .
    3. Select
      OK
      .
  4. Create antivirus exceptions. Don't temporarily turn off your antivirus as an alternative; this is ineffective.
  5. Create firewall exceptions. Don't temporarily turn off your firewall as an alternative; this is ineffective.
  6. Set Windows permissions.

Determine application location

By default, Planner CS will install to the same installation path used in previous Planner installations, or to
C:\WinCSI
 if this is the first installation. You can select a path other than the default. Also create the installation path, which includes mapping any necessary network locations and creating folders.
For a standalone installation, complete the installation at the physical workstation where you want to install Planner CS. For a Local Area Network based server, complete the installation at the physical workstation or the server itself.

Download the installer

Go to the physical workstation or server where you want to run the installation.
  1. Open the CS Professional Suite download page and sign in to your account.
  2. Select the link to download Planner CS.
  3. Select
    Proceed to Download
    , and then select
    Download Now
    .
  4. Choose
    Save
     if you are given the option to
    Run
     or
    Save
     the download. If you attempt to run the installation file rather than saving it, Planner CS won't install properly and you may have problems moving forward.

Run the installer

Complete the following steps to run the installation file:
  1. Go to the folder where the file was downloaded.
    tip
    Press CTRL+J on your keyboard to open the download history.
  2. Find the downloaded file
    plannerdownload.exe
    .
  3. Right-click the file and select
    Run as Administrator
    .

Installation options

When the installation begins, wait for the files to extract. You'll need to read and accept the license agreement to continue with the installation. After agreeing to the license agreement, select
Next
. After the installer checks for and installs the necessary Microsoft components, you'll be taken to the
Planner CS Product Selection
 window with the following options:

Install products

  • Planner CS
    : Mark this checkbox to install Planner CS.
  • Planner Products
    : Choose which products (platform, federal, and individual states) to install.
  • Browse
    : Change the installation path from the current “Installing to” location. Refer to the “Determine application location” section for recommendations on where to install.

Other installation options

  • Defer installation until a date and time specified later in the installation process
    : Mark this checkbox to schedule the installation for later.
After making your selections, select
Next
. The rest of the installation process is automatic. If the installation is successful, you will receive a message:
Setup is complete.
 Select
OK
 to finish the installation.

Run the desktop or workstation setup

After the installation is complete, you may need to run the desktop setup to get an application icon on the desktop for other workstations.
Standalone workstation installations: The desktop setup for your workstation was completed during the installation. You don't need to run it again unless you lose your desktop icon or as a troubleshooting step for other installation issues.
Local Area Network based installations: You need to run the desktop setup on each machine that needs access to the application.
Terminal Server based installations: If users will remote in to the server where you installed Planner CS, you don't need to run the desktop setup. The server should already have a desktop icon once the full installation is finished. If there is no icon, run the desktop setup on the server.
To run the desktop setup application from each workstation, do the following:
  1. Verify that you’re logged in to your computer as an administrator.
  2. Close all open applications, including background virus protection applications.
  3. Go to the installation location you chose and then open
    UTP\Desktop\Setup.exe
    .
  4. Select
    OK
     and follow the prompts.

Troubleshooting installation issues

The Firm ID and PIN entered do not match our records
If you receive this message, your firm's Licensee or Firm Delegate needs to sign in to the My Account page and select
Manage Firm
 to verify or change the license PIN.
Installation failed or other errors
If you receive a message that the installation failed:
  • Rename the
    UTP
     folder prior to attempting the installation again. The
    UTP
     folder is located at
    X:\WinCSI\
    , where X represents the drive where the application is installed.
  • Review all the recommendations in the “Preparing to install” section of this article and make sure that all preparation was completed successfully.
  • If the steps listed previously don't resolve the errors, your IT professional can follow How to perform a clean boot in Windows to determine whether a background application is interfering with the installation.
License or sign in problems
If you moved servers and your licenses are not correct, ask your IT Professional to update the following registry keys to the new installation path:
  • HKEY_LOCAL_MACHINE\Software\Creative Solutions\CSI Tools\Installation
    or
    HKEY_LOCAL_MACHINE\Software\WOW6432Node\Creative Solutions\CSI Tools\Installation
  • HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\App Paths\UTP.exe
    or
    HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\Windows\CurrentVersion\App Paths\UTP.exe
Trending issues and important information are posted on the Planner CS alerts and notices page. If you experience any problems with the installation, check the alerts and notices to see if your issue is a common one and read about possible solutions.

After installation

Once the installation is complete, you can open the application.

Install licenses

Open Planner CS and choose
Help
About Planner CS
, then select
Download Licenses
.

Install states and updates

States:
 If you want to install a new state, you need to re-run the Planner CS installation from the beginning and choose that state from
Planner Products
.
Updates:
 If there are updates for Planner CS, you'll be prompted to download them upon opening the application. You can also manually check for and download updates by selecting
File
CS Connect
, marking
Retrieve available updates
, and selecting
Call Now
.