Update Overview (Server)

Updating your CCH ProSystem fx products is a three-step process. You must download, schedule, and then apply the product updates.

Download the Updates

First, download the updates that you are going to apply. For more information, see Checking for Product Updates (Server).

Schedule the Maintenance

After you download the updates, you must schedule the maintenance. This includes setting an alert period during which users will receive a message about the upcoming maintenance, and the maintenance period itself during which the servers will be unavailable.

Maintenance scheduling applies across your firm, including remote offices. You cannot begin an update until the scheduled maintenance begin time.

Maintenance scheduling is available only from the central site. Remote offices cannot schedule maintenance.

For more information, see Scheduling Server Maintenance (Server).

Apply the Updates

After the maintenance period begins, you can apply the updates. For more information, see Applying Product Updates (Server).

Example: You schedule the alert period to start at 4:00 pm and the start time for 10:00 pm.

Any users who log in from 4:00 pm to 10:00 pm will receive a standard message explaining that the servers will be unavailable during the maintenance period.

Between 10:00 pm and 10:30 pm you can start the update. When you start the update, users will not be able to log in. They will receive a message you define when you schedule the maintenance.

You cannot start the update before the scheduled start time. If you do not start the update within 30 minutes after the scheduled start time, the maintenance period is canceled.

Once you start the update, the central site is updated first. The update will be available to remote offices after the central site update is complete.

Each remote office will be available for login after its update completes. Users do not have to wait for all server updates to complete.

Note: The time zone settings default to the local time for the central server.