If you want to share system data between users, and would like data stored in one central location, you should establish a network setup in your organization. A network setup involves:
This topic only includes steps to install the server on a computer. However, a server-only install does not provide access to the ATX application as a typical tax preparer uses it, which requires a workstation installation. To install both a workstation and a server on the same machine, see Workstation and Server Installation. If you're unsure of your installation type, see What Install Type Do I Need?.
IMPORTANT! Before installing ATX, make sure your network server meets the System Requirements for a server, and that your network workstations meet requirements for stand-alone/single workstations. Setups that meet or exceed the recommended requirements will experience the best performance results.
As a precaution against losing work in other programs, you should shut down all other applications on your computer before beginning your ATX installation. An automatic system restart occurs if your system requires .NET Framework software as part of the ATX install process. See .NET Software.
To install and activate ATX on the network server:
IMPORTANT! After installing the ATX server, there will be no ATX 2013 icon on your desktop. This is because you are intending for this computer to be used ONLY as a server, and you do not intend to use the ATX application on this machine. If you also want to use this computer to open and use ATX, then you should follow installation directions in Workstation and Server Installation.
.NET Framework software is required as part of ATX installation. If you don't already have .NET Software, it will be installed automatically as part of the ATX installation. After a .NET installation, a message may prompt you to restart your system in order to complete configuration of ATX 2014. After the restart, ATX installation will pick up where it left off and will complete automatically.
Installation: Welcome
Installation: License Agreement
Installation: Select Your Install Type
Installation: Select Your Install Type (Network)
Installation: Confirm Your Install Type - Server Only
Installation speed may vary depending on your operating system or Internet speed.
Installation Complete
This completes the Server only installation process. To install a workstation only, see Network Workstations Installation.
If you receive a Network Setup Not Complete message, click the Help link for Network Troubleshooting Tips.
See Also: