Open CCH ProSystem fx Engagement on a Terminal Server

This article explains how to open CCH ProSystem fx Engagement when you are working on a terminal server and what to do if you do not see the application where you expect it.

Steps to open CCH ProSystem fx Engagement on a terminal server

CCH ProSystem fx Engagement is installed on the terminal servers. To use it, first open a terminal server session and then launch the application from within that session.

1. Open your Remote Desktop (RDP) connection to the terminal server.
2. Sign in with your network username and password.
3. After you see the terminal server desktop, look for a desktop shortcut for CCH ProSystem fx Engagement.
4. Double-click the CCH ProSystem fx Engagement shortcut to open the program.
5. If you do not see a desktop shortcut, open the Start menu.
6. In the list of applications, locate the folder named CCH ProSystem fx Engagement.
7. Select CCH ProSystem fx Engagement from that folder to open the program.

First-time setup when running CCH Engagement on a terminal server

After you log in to the terminal server by using Remote Desktop (RDP), you can open CCH Engagement inside that session. On first use in that environment, CCH Engagement may prompt you to register or set up the current machine as a new device or profile.

1. Open CCH Engagement on the terminal server.
2. If you see a prompt to register the device or set up a new profile, follow the on-screen steps.
3. Complete the initial device or profile setup when prompted.
4. After setup finishes, close CCH Engagement.
5. Reopen CCH Engagement and confirm that you can see your client files.

What to do if you cannot find CCH ProSystem fx Engagement

If you do not see CCH ProSystem fx Engagement on your desktop or in the Start menu after connecting to a terminal server, you may be connected to a server where the application is not installed.

1. Confirm which terminal server you are currently connected to.
2. If CCH ProSystem fx Engagement is installed only on specific terminal servers, close your current Remote Desktop session.
3. Use the correct terminal server shortcut or connection file to log in to the server where CCH ProSystem fx Engagement is installed.
4. After you connect to the correct server, look for the desktop shortcut for CCH ProSystem fx Engagement.
5. If you still do not see the shortcut, open the Start menu and locate the CCH ProSystem fx Engagement folder.
6. Select CCH ProSystem fx Engagement from that folder to open the program.

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