How to download and install ProSeries Professional as a network

1. Sign in to My Account.
2. From the Dashboard, select Download 20YY.
3. Run the CoreInstallerTYYY.exe file.
4. Select Next to begin the installation.
5. Choose I accept the terms of the license agreement and select Next.
6. Choose Network and select Next.
7. If this is your first year installing as a network, you'll need to select Yes to confirm you have purchased a network license, and then select Next to continue.
8. Check the Yes box to confirm this computer will be the ProSeries admin computer, and then select Next.
9. Confirm the computer name and select Next.
10. Select Next to confirm the folder choices.
    • For a peer-to-peer network, the admin computer acts as both the primary workstation as well as the file share for the network. Both the displayed folders should be on the local C: drive. 
    • The recommended default paths are:
      • Local install folder: C:\ProWinYY
      • Network install folder C:\ProSeries\ProNetYY
11. Select the products you plan to use for the tax year and select Next.
    • Alt + C will clear all choices.
    • Alt + S will select all choices.
12. If you get a pop-up message about ProSeries Availability, review the list of return types that aren't currently available and select OK.
    • These will be installed through regular ProSeries updates once they are released.
13. Review the ProSeries is Installed screen and select Finish to launch ProSeries.
14. On the ProSeries Connected Customer screen, enter your Customer Account Number and Sold To Zip code, if prompted to begin licensing. Select Next when finished.
15. Select Next to confirm your firm information.
16. Select Continue to confirm your product licenses.
17. ProSeries will begin updating in the background and open to the sign-in screen.
18. Enter your user ID and password and click Sign In.
19. Complete the ProSeries Practice Setup to enter or confirm your Firm & Preparer info as well as shared program settings. Select Finish when done.
20. If this is your first year using ProSeries as a network installation, we recommend printing the Workstation Install Instructions before continuing. Select OK when done.
21. ProSeries is now set up. Once the updates are complete, select Install Now to finish the update process.

Part 2 only needs to be completed if this is your first year using ProSeries as a network, or if you've recently replaced your admin computer.

1. Go to the admin computer.
2. Open the Windows File Explorer and open the C: drive.
3. Right-click on the ProSeries folder and choose Give access to and then Specific people.
4. Add all users and set the Permission Level to Read/Write level.
5. Go to the first workstation computer.
6. Open the Windows File Explorer and open This PC.
7. From the Computer menu, choose Map network drive.
   • We recommend setting Drive to P: for ProSeries.
8. On the Folder line, select Browse. 
9. Choose the computer name referenced on the Workstation Install Instructions printed in Part 1 and choose the ProSeries folder.
10. Click OK then Finish.
11. Repeat steps 6-10 for each additional workstation.

1. While on a workstation computer, open the Windows File Explorer and open your mapped network drive.
2. Open the ProNetYY folder.
3. Open the WKSTN folder.
4. Double-click the Setup.exe file and click Next to begin the installation.
5. Confirm the name of the workstation and click Next.
6. Confirm the default installation path of C:\ProWinYY and click Next.
7. Click Finish to complete the installation.
8. Repeat this section for each additional workstation you need to setup.

After Parts 1-3 have been completed, you can repeat Parts 1 and 3 for each additional year that needs to be installed.

Part 2 doesn't need to be repeated. Once you've set up the network share, you can use the same share for all future years.

Part 1 only needs to be completed if this is your first year using ProSeries as a network, or if you have recently replaced your admin computer.

1. Go to the server computer.
2. Open the Windows File Explorer and open the C: drive.
3. Create a New Folder and name it ProSeries.
4. Right-click on the ProSeries folder and choose Give access to and then Specific people.
5. Add all users and set the Permission Level to Read/Write level.
6. Go to the first workstation computer.
7. Open the Windows File Explorer and open This PC.
8. From the Computer menu, choose Map network drive.
   • We recommend setting Drive to P: for ProSeries.
9. On the Folder line, select Browse. 
10. Choose the computer name of the server and choose the ProSeries folder.
11. Select OK then Finish.
12. Repeat steps 7-11 for each additional workstation.

1. Sign in to My Account.
2. From the Dashboard, click Download 20YY.
3. Run the CoreInstallerTYYY file.
4. Select Next to begin the installation.
5. Choose I accept the terms of the license agreement and select Next.
6. Choose Network and select Next.
7. If this is your first year installing as a network, you'll need to select Yes to confirm you have purchased a network license, and then select Next to continue.
8. Check the Yes box to confirm this computer will be the ProSeries Admin computer, and then select Next.
9. Confirm the computer name and select Next.
10. Select Next to confirm the folder choices.
    • For a peer-to-peer network, the admin computer acts as both the primary workstation as well as the file share for the network. Both the displayed folders should be on the local C: drive. 
    • The recommended default paths are:
      • Local install folder: C:\ProWinYY
      • Network install folder X:\ProNetYY
11. Select the products you plan to use for the tax year and select Next.
    • Alt + C will clear all choices.
    • Alt + S will check all choices.
12. If you get a pop-up message about ProSeries Availability, review the list of return types that aren't currently available and select OK.
    • These will be installed through regular ProSeries updates once they are released.
13. Review the ProSeries is Installed screen and select Finish to launch ProSeries.
14. On the ProSeries Connected Customer screen, enter your Customer Account Number and Sold To Zip code, if prompted to begin licensing. Select Next when finished.
15. Select Next to confirm your firm information.
16. Select Continue to confirm your product licenses.
17. ProSeries will begin updating in the background and open to the sign-in screen.
18. Enter your user ID and password and select Sign In.
19. Complete the ProSeries Practice Setup to enter or confirm your Firm & Preparer info as well as shared program settings. Select Finish when done.
20. If this is your first year using ProSeries as a network installation, we recommend printing the Workstation Install Instructions before continuing. Select OK when done.
21. ProSeries is now set up. Once the updates are complete, select Install Now to finish the update process.

1. While on a workstation computer, open the Windows File Explorer and open your mapped network drive.
2. Open the ProNetYY folder.
3. Open the WKSTN folder.
4. Double-click the Setup.exe file and select Next to begin the installation.
5. Confirm the name of the workstation and select Next.
6. Confirm the default installation path of C:\ProWinYY and select Next.
7. Select Finish to complete the installation.
8. Repeat this section for each additional workstation you need to setup.

After Parts 1-3 have been completed, you can repeat Parts 2 and 3 for each additional year that needs to be installed.

Part 1 doesn't need to be repeated. Once you've set up the network share, you can use the same share for all future years.