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CCH Software User Documentation

Downloading the standalone iXBRL Review & Tag software

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Downloading the Software

  1. Login to the Support Portal
  2. Click the Software Releases tile in the centre of the bottom row.
  3. The Software Releases window appears.
  4. Click the right-hand tile titled Non CCH Central Suite.
  5. The Non CCH Central Suite Releases window appears.
  6. Locate and click the CCH iXBRL Review & Tag tile. The CCH iXBRL Review & Tag 2021.310 download window appears.
  7. Locate and click the Download button to download the CCH iXBRL Review & Tag 2021.310 installer file into your normal Downloads folder. The downloaded file is a “self-extracting zip file” called ‘CCH_iXBRL_RT_2021.310_Setup.exe’
  8. To extract the setup files from CCH_iXBRL_RT_2021.310_Setup.exe, first right-click the file and click Unblock:
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  10. Click OK, unzip the files to the RT2021-310-DownLoad folder.

Installing the Release

Running the iXBRL Review & Tag Setup Wizard

  1. Browse to the RT2021-310-DownLoad folder and double-click to open it.
  2. Follow all prompts
  3. Double-click the setup.exe file.
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  4. Click Next.
  5. Enter your User Name and Organization
  6. Click Next
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  7. Click Next
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  8. Click Install.
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  9. The installation begins. Usually it takes no more than a couple of minutes depending on the speed of the computer.
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  10. Click Finish.
  11. Repeat this section on every PC that is required to run CCH iXBRL Review & Tag.

Completion

  1. Your CCH iXBRL Review & Tag installation is now complete.
  2. It is worth spending a few moments to check your work. 
  3. Look for the CCH iXBRL Review & Tag icon on the desktop of your PC.
  4. Double-click the icon to start CCH iXBRL Review & Tag.
  5. From the left-hand tool bar select About arrive at the About CCH iXBRL Review & Tag window shown below.
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  6. Confirm that the version for CCH iXBRL Review & Tag reads 2021.310.

Troubleshooting

An error occurred trying to replace the existing file

“While running the installation wizard I get a window similar to that shown below, with a message indicating that An error occurred while trying to replace the existing file; DeleteFile failed; code 32. The process cannot access the file because it is being used by another process

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This message occurs when the server is unable to update (delete and replace) a program file. In most cases this is because CCH iXBRL Review & Tag is still in use on the computer being updated. Check that CCH iXBRL Review & Tag is not open in the background and click Retry, or restart the installation wizard if you have already clicked Abort and closed the wizard.

If problems persist, close all open programs, restart the computer and the restart the CCH iXBRL Review & Tag installation wizard.

 

Note: Please do not click Ignore and allow the installation to continue. This leaves one or more program files from the previous version of the product and causes the product to crash when in use.

 

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