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Installation

Install license files

After you've installed the application files, you'll need to install the licenses for Practice CS. In most cases, you'll use CS Connect to install the licenses.
note
In rare cases, you'll get a license file in an email. If you get a license file in an email, go straight to the
Install licenses received via email
 section.

Install licenses with CS Connect

CS Connect is installed automatically when you install Practice CS, providing a convenient way for you to download application and license updates via a modem or internet connection.
Do the following to open Practice CS and use CS Connect to install the licenses electronically:
  1. Make sure you're signed-in to your computer or server as an administrator.
  2. Double-click the Practice CS shortcut on your desktop or select
    Start
     on the Windows taskbar and then
    All Programs
    ,
    CS Professional Suit
    , then
    Practice CS
    .
  3. Select
    Sample
     from the Open Firm field then select
    OK
    .
    note
    If you previously opened the Sample firm and made changes to its security settings, you may need to enter the password you created.
  4. To open CS Connect, select
    Help
     and then
    About Practice CS
    . From there, select
    Download Licenses
    .
  5. Enter your firm ID (found on your mailing label) and license PIN, and then select
    Next
    .
  6. If the Connect - Communications Setup window shows, verify or select the various communications settings applicable to your system so that you can communicate with our secure data center. When you're finished verifying your communications settings, select
    OK
     to close the Connect - Communications Setup window.
  7. In the CS Connect window, select
    OK
    . CS Connect signs in to our secure data centers and downloads your licenses.
  8. Follow the remaining prompts to install the licenses.
    note
    At any future time, you can restart the process to obtain and install licenses via CS Connect. To do so, select
    File
    ,
    CS Connect
    , mark the
    Retrieve licenses
     checkbox, and then select
    Call Now
    .

Install licenses received via email

If you got a Practice CS license file via email, follow the instructions in the email first and then do the following steps.
  1. The installation wizard prompts you to choose the destination location for Practice CS. Choose the folder where the shared files are installed.
    • The final destination for the application should be a folder called \WINCSI.
    • For example, you may have installed your shared files in F:\APPS\WINCSI.
  2. After you've verified the destination path, select
    Next
     to continue with the installation.
note
Even if you received your original license files via email, updates to your Practice CS license information are available only in CS Connect. If you need an updated license in the future (for example, if you purchase a license for an optional add-on module later), you'll need to download and install the updated license with CS Connect, as described in
Install licenses with CS Connect
 section.

This article applies to:

  • Product: Practice CS
  • Subject: Install

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