Network Workstations Installation

Before installing ATX on network workstations, you must do the following:

• Install and launch ATX on the server. See Network Server Installation.
• Accept any updates available on the server. See Downloading ATX.

This topic gives steps to perform the Network - Workstation Only installation. If you're unsure of your install type, see What Install Type Do I Need?

To setup ATX on a network workstation:

As a precaution against losing work in other programs, you should shut down all other applications on your computer before beginning your ATX installation.

To install and activate an ATX workstation:

You should have already installed ATX on the server before trying to install ATX on a workstation. If you have not installed the server yet, see Network Server Installation.

1. Do one of the following:
2. Install from DVD: Insert the DVD provided in your product shipment into the DVD-ROM drive. Refer to If ATX DVD Doesn't Start Automatically if necessary.
3. Download from Web: ATX can be downloaded from the Customer Support Site. See Downloading ATX.

Installation: Welcome

2. Click Next.

Installation: License Agreement

3. Select the I accept the terms in the license agreement radio button to indicate that you have read and agree to the terms of the license agreement; then, click Next.

What's New

4. Click Next.

About the Installation Process

5. Click Next.

Installation: Select Your Install Type

6. Select the Network option.

Installation: Select Your Install Type (Network)

7. Click the Workstation Only option.

Installation: Confirm Your Install Type - Workstation Only

8. Click Install.

Installation speed may vary depending on your operating system or Internet speed.

CCH® IntelliConnect® Browser plug-in install

The option to install the CCH IntelliConnect Browser Search plug-in only displays if you do not have the plug-in installed.

The Install CCH IntelliConnect Browser Search plug-in check box is selected by default. If you do not want to install the CCH IntelliConnect Browser Search plug-in click the Install CCH IntelliConnect Browser Search plug-in check box .

9. Click Next.

Installation Complete

10. Click Finish.

If you selected to install the CCH IntelliConnect Browser plug-in, the installation will now begin. For information on installing and setup, see CCH IntelliConnect® Browser Installation.

This completes the installation process. The ATX icon is placed on the desktop.

If you receive a Network Setup Not Complete message, click the Help link for Network Troubleshooting Tips.

Workstation Activation

1. Double-click the ATX™ 2016 icon on your desktop. Typically, the system automatically connects the network workstation with the server, and the ATX splash screen appears and remains on screen for a few seconds.

If the system doesn't automatically locate the server, a Find Network Server dialog box appears. See Finding Your Network Server.

The Activation Codes Dialog Box appears the first time you start the application after installation.

Activation Codes

2. Enter the product Activation Code from your Fulfillment Confirmation Slip.

You can copy and paste your activation code into this dialog box.

3. Click Activate. The product name appears in the Activated Products pane.

If you purchased a product that is bundled with a Payroll Compliance or W2/1099 product, do not enter that Activation Code in this dialog box. Instead, read the note at the bottom of the dialog box and click the link that says Click here for installation instructions. See W2-1099 or Payroll Compliance for these installation instructions.

Activation Codes (after successful activation code is entered)

4. Click Close.
5. Enter the User Name (and Password, if applicable) given to you by your system administrator; then, click Log on.

If User Names are not yet created, a message will prompt the Admin user to create users.

Download Form Updates dialog box

6. In the Download Form Updates dialog box, click the Adjust form update settings link.

Updates preferences

7. Select the check box(es) next to the package(s) you frequently work with under the Form Updates area of the dialog box.
8. Scroll down to the section with the state check boxes; then, select the state(s) you want to include in your form updates.
9. Click Apply, and then OK.
10. In the Download Form Updates dialog box, click Continue.
11. When the Update Results dialog box appears, indicating that the download was successful, click Close.

 

See Also:

What Install Type Do I Need?

Adding a Server