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Firewall guidelines for CS Professional Suite

Review firewall requirements, port settings, and exceptions needed for CS Professional Suite applications and Virtual Office CS or SaaS access.
We recommend you keep your firewall application up to date because CS Professional Suite applications contain sensitive information. Consult with a qualified IT professional to select, implement, and set up a firewall application for your firm.

Firewall setup considerations

Your IT professional may need to specify certain exceptions to your firewall's default configuration for CS Professional Suite applications to function properly.
For all applications:
Set exceptions for the following web addresses.
  • *.thomsonreuters.com/*
  • *.tr.com
  • auth.onvio.us
  • gstatic.com
  • connect.creativesolutions.com
  • secureconnect.creativesolutions.com
  • csdownloads.thomsonreuters.com
Open the following ports for inbound and outbound traffic.
  • Port 80
  • Port 443 (CS Connect uses SSL for data encryption)
  • Port 8080 (CS Connect uses this port as an HTTP alternative)
For Accounting CS, Practice CS, Workpapers CS, and optionally FileCabinet CS:
Create the following port exceptions.
  • TCP Port 1433
  • UDP Port 1434
Create the following program exceptions.
  • sqlservr.exe
  • sqlbrowser.exe
Create the following outbound program exceptions.
  • C:\Program Files\Creative Solutions\Accounting CS\AccountingCS.exe
  • C:\Program Files\Creative Solutions\Practice CS\[version]\CreativeSolutions.Practice.exe
  • C:\Program Files\Creative Solutions\Workpapers CS\WorkpapersCS.exe
For SurePrep
Set exceptions for the following web addresses.
  • *.sureprep.com
  • *.production.sureprep.com
  • *.rwapi.sureprep.com
Create the following program exceptions.
  • C:\Program Files (x86)\SurePrepLLC\PBFX\SurePrep.PortableBinderFormat(PBF).exe
  • C:\SurePrepLocalFiles\SPbinder\SPbinder.exe
  • C:\SurePrepLocalFiles\SPReviewWizard\SPReviewWizard.exe
  • C:\SurePrepLocalFiles\SPbinder\SubmissionWizard.exe
For Virtual Office CS or Software as a Service (SaaS) environments:
An internet connection and a device running on supported versions of Azure Virtual Desktop are both necessary to open applications in this environment.
For prerequisites of Azure Virtual Desktop, refer to the following Microsoft guidelines:
note
Your IT professional can also use the Azure Virtual Desktop Agent URL Tool to test access to the necessary FQDNs and endpoints.
Create the following program exceptions in the workstation firewall.
  • C:\Program Files (x86)\Virtual Office CS\TSPrint_client.exe
  • C:\Program Files (x86)\Virtual Office CS\TSScan_client.exe
  • C:\Program Files (x86)\Virtual Office CS\unins000.dat
  • C:\Program Files (x86)\Virtual Office CS\unins000.exe

Proxy servers and Virtual Office CS or SaaS

We can't guarantee that CS Professional Suite applications will work properly when accessed via a proxy server. If you do use a proxy server, make sure that the necessary ports are open (previously listed).

Proxy servers and local installation

You can use a proxy server to transmit data from CS Professional Suite applications to CS Connect. There are many different proxy servers and configurations, so we recommend you contact your IT professional for help. Here are some troubleshooting steps to try if you're not able to transmit information via CS Connect.
  • Run a test connection. Select
    CS Connect
     on the toolbar, select
    Communications Setup
    , and then
    Test Connection
    .
  • Check the proxy settings for CS Connect. Select
    CS Connect
     on the toolbar, select
    Communications Setup
    , and then
    Proxy Settings
    . Make sure the address and port listed are exactly the same as those listed for your internet browser.
  • Respond to a “403 - Authentication is invalid” (or similar) error message. Select
    CS Connect
     on the toolbar, select
    Communications Setup
    , then
    Proxy Settings
    . Clear the
    Proxy Authentication
     checkbox. If you're certain that you use proxy authentication, check the network username and password, or try using another username and password.
  • Check the settings for necessary ports. Make sure that Port 80 (connect.creativesolutions.com) and Port 443 (secureconnect.creativesolutions.com) are open for both inbound and outbound traffic.
  • Check for interfering applications. Check whether any antivirus, antispyware, or popup blockers are installed on the workstation. These applications could prohibit a proxy connection, so you should turn them off temporarily when using CS Connect.

Common firewall applications

Thomson Reuters doesn't endorse a specific firewall vendor or application. Contact your software vendor for more help with configuration. Common firewall vendors include:
  • Barracuda
  • Belkin
  • Cisco
  • Comodo
  • ESET
  • Kaspersky
  • Linksys
  • McAfee
  • Microsoft Security Essentials
  • Netgear
  • Sophos
  • Symantec
  • Trend Micro
  • Windows Defender
  • Windows Firewall
  • ZoneAlarm

This article applies to:

  • Product: Workpapers CS
  • Subject: Install,Setup,SQL