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How to download and install ProSeries as a network

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Intuit

How to download and install ProSeries as a network

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.
  • If you used mapped drives in prior years, you should continue to use the same mapped drive with the new version of ProSeries.
  • For assistance with mapping network drives, review information on the Microsoft support site.
  • ProSeries Professional supports two types of network installation. Choose the instructions below that best describes your office setup:
    • Peer-to-peer network installation is used when one computer in the office will act as both a user workstation and will store the shared ProSeries files locally.
    • Client-server network installation is used when a server or separate computer will serve only as file storage and all workstations connect to the network to gain access to the shared ProSeries files.
  1. Sign in to My Account.
  2. From the Dashboard, click Download 20YY.
  3. Run the CoreInstallerTY21.exe file.
  4. Click Next to begin the installation.
  5. Choose I accept the terms of the license agreement and click Next.
  6. Choose Network and click Next.
  7. If this is your first year installing as a network, you'll need to click Yes to confirm you have purchased a network license, and then click Next to continue.
  8. Check the Yes box to confirm this computer will be the ProSeries admin computer, and then click Next.
  9. Confirm the computer name and click Next.
  10. Click 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 click 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 click OK.
    • These will be installed through regular ProSeries updates once they are released.
  13. Review the ProSeries is Installed screen and click 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. Click Next when finished.
  15. Click Next to confirm your firm information.
  16. Click 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. Click 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. Click OK when done.
  21. ProSeries is now set up. Once the updates are complete, click 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.
  8. We recommend setting Drive to P: for ProSeries.
  9. On the Folder line, click Browse. 
  10. Choose the computer name referenced on the Workstation Install Instructions printed in Part 1 and choose the ProSeries folder.
  11. Click OK then Finish.
  12. Repeat steps 6-11 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.

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.
  9. We recommend setting Drive to P: for ProSeries.
  10. On the Folder line, click Browse. 
  11. Choose the computer name of the server and choose the ProSeries folder.
  12. Click OK then Finish.
  13. Repeat steps 6-11 for each additional workstation.
  1. Sign in to My Account.
  2. From the Dashboard, click Download 20YY.
  3. Run the CoreInstallerTY21.exe file.
  4. Click Next to begin the installation.
  5. Choose I accept the terms of the license agreement and click Next.
  6. Choose Network and click Next.
  7. If this is your first year installing as a network, you'll need to click Yes to confirm you have purchased a network license, and then click Next to continue.
  8. Check the Yes box to confirm this computer will be the ProSeries Admin computer, and then click Next.
  9. Confirm the computer name and click Next.
  10. Click 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 click 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 click OK.
    • These will be installed through regular ProSeries updates once they are released.
  13. Review the ProSeries is Installed screen and click 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. Click Next when finished.
  15. Click Next to confirm your firm information.
  16. Click 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. Click 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. Click OK when done.
  21. ProSeries is now set up. Once the updates are complete, click 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 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.

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