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How to change an initial standalone installation to a network installation in ProSeries Professional

by ProSeries Professional 2023 Updated 6 months ago

Should find yourself needing to change a standalone installation of ProSeries Professional to a network installation, follow the steps below.

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
  • The steps below assume that the network is already set up and uses mapped drives.

Before beginning the installation to the network, back up your client files. The best option is to create a backup folder on the network drive, then use the Copy/Backup option in ProSeries to back up your client files to it:

  1. To backup your client files, follow the instructions here.
  2. Open Windows File Explorer.
  3. Browse to C:\ProWinYY folder.
  4. Highlight the Common folder. This folder contains personalized settings, such as printing options and preparer information.
  5. Go to the Edit menu and choose Copy.
  6. Locate the folder you back up your clients to earlier, right-click and click on Paste.

When installing the program, we suggest disabling your anti-virus software.

  1. Select the computer you want to be the administrative workstation for ProSeries. This workstation will have access to some options that the other workstations do not, such as the administrative options for the Access Rights feature.
  2. Close all programs.
  3. Uninstall the program. Go to Start, point to All Programs, point to ProSeries 20YY, and choose Uninstall. Click Select All, then click Uninstall.
  4. Download and install ProSeries from My Account.
  5. Go through the installation screens, choosing Network for the installation type.

    For the Tax Year 2004 and newer versions: You will need to choose both a local installation folder (C:\ProWinYY), and a network installation folder (for example, T:\ProNetYY). Refer to your network installation guide for detailed information.

    For versions prior to Tax Year 2004: The entire program will be installed to the network, so you do not need to choose a local installation folder. You will need a network installation access code for the Tax Year 2004 and prior versions.

We don't recommend copying the stand alone copy of the Common directory into your new network installation.  Step 4 - 9 will describe what you can do to recover Control Which Forms Print, invoices, letters, and Share Form (SHRFRM).  If you did not customize any of these settings you can ignore the rest of the steps.

  1. When you are able to open the program after the network installation, go to the File menu, point to Client File Maintenance, and click Restore.
  2. Click the Set Source Directory button, locate the backup folder you created previously, and click OK. Select and restore the files.
  3. After the files have finished restoring, go to your desktop.
  4. Open Windows File Explorer.
  5. Double-click the network drive where the program is installed, then double-click the ProNetYY (or ProWinYY) folder. 
  6. Right-click the Common folder and choose Copy.  Right click on the desktop and choose Paste.
  7. Locate the Common folder on the desktop.  Double click the folder to open it.
  8. Select each set of files and use Copy command.  Do these individually to simply the process of copy/pasting.  Note: an asterisk ( * ) represents a wildcard symbol and is used to represent any character or number.  The dot is a period in between and it  separates the filename from its extension.  For example, EIN*.* represents ein.dat, ein.zipx, eindb.cdx, eindb.dbf, and EINDB.INI.
    • CWFPDATA (Control Which Forms Print)
    • ein*.*
    • *inv*.*
    • *ltr.*
    • *nvc.*
    • SHRFRMXX (XX is the tax year)
  9. Go back to the network drive and locate ...ProSeries\ProNetYY\Common.  Right click on Common and Paste.  You will be prompted to overwrite.  Click Yes to All or Copy and Replace All.
  10. Repeat steps 7 through 9 above until all files have been copied into the network location's Common directory.
  1. Go to the EF Center and highlight all the clients. You can highlight all clients by going to the HomeBase menu and choosing Select All.
  2. Go to the E-file menu, point to Electronic Filing, and choose Update Acknowledgement Status of Selected Returns.
  3. Choose Update only the selected returns and extensions and click Check Now.

The above steps will download acknowledgements for the current year tax year and 2 prior year tax years for individual returns and business returns only. As an example, for tax year 2016 you can also update acknowledgements for 2015 and 2014 tax year e-filed returns.

ProSeries Basic

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