SQL database

Planning the installation

You may either install the software locally on each computer or install it on a central file server so that authorised users can access the software from a single location. Even if you plan to install the software on a server, we recommend that you initially install it locally with a local database to familiarise yourself with the software before proceeding with the server installation.

Local installations - If you opt for a local installation, then you can have a local database to hold your data or set the system to access a network database. You can also have both a local database and a network database if you wish.
Network database - If you store your checklists in a database held on a network server, the checklists will be accessible from any computer on the network.
Local database
If you have a local database, the checklists it contains will only be accessible when you are logged onto your computer and you will be able to use the software out of the office. As indicated, you may have both a local and network database and we provide options for you to backup individual checklists that you have completed locally and restore them to your network database.
Network installation - Opting for a network installation means that you will only have to install the software once, on the network, and all users will run the software from the file server. The benefit of this is that you will have access to the software from any workstation and in future you will only need to install software updates once. With a network installation it would not be logical to have a local database, all users would access the data from a network server.
Both local and network installations - It is also possible to have a mixture of both network and local installations, maybe with a local installation on one or two computers that you may wish to take out of the office to use, and with other users running the software from the network.

SQL Database

The software stores its data in a SQL database and, as indicated, this can either be a database stored on a network server or you can have a local instance of SQL on your computer to host the data. By default, the routines will install a local instance of Microsoft SQL Server Express 2014 and create a local database for you. If you do not wish to install SQL remove the tick by the option during the installation process.

Licencing
The maximum number of users who may be set up to access the software is governed by your licence. Hence, if you have a 10-user licence then only 10 users may appear in the user list. If you reach you licence limit, then please contact your account manager to obtain the right to add additional users.

Downloading and extracting the installation files
• Access the CCH Interactive Checklist download page on the CCH software supportwebsite.
• Create a temporary folder to hold the downloaded file, assumed to be C:\TEMP in the following instructions.
• Locate and click the Download button to download the update installer file into the previously created temporary folder C:\TEMP. The downloaded file is called CCH Interactive Checklist_Full_Installation V1.ZIP.

Installation (local)

The following instructions are for carrying out a local installation on your computer. Please refer to the separate server installation instructions if you are going to carry out a server installation.
.Net Framework 4.0
CCH IC requires the Client Profile subset of the .Net framework 4.0 to be installed on your computer. If you do not have this, or the full version of .Net 4.0 installed, it will be installed for you.
SQL Server Express 2014
By default, the routines will install SQL Server Express 2014 and set up a local database to hold your checklist data. If you do not want it to do this, for example if you already have SQL server installed, you may remove the tick by this option. If you remove the tick, then you will need to create a new connection and database as described later in these instructions.

Installing the software

To install the software, run CCH Interactive Checklist Full installation V1.exe by selecting the downloaded ZIP file in C:\Temp and double clicking on the EXE file in Windows explorer.

If you are presented with a User Access Control dialog, click on Yes. You will be presented with a series of dialogs as follows:

Installation of the .Net Framework (if option ticked above)
If this option was not ticked, then please skip to the next section on installing SQL Server Express.
If the .Net framework was selected, the following dialogs will appear. The process will vary depending on the operating system you are using but will be similar to the following which is for Windows 7.

Installation Progress
The installation of SQL Server and CCH Interactive checklist will proceed without further user intervention and you will see a series of dialogs and progress bars appear as this happens.

SQL Server Express
If this option was ticked, you will the following dialog for several minutes.

You do not need to take any action, the dialogs will automatically close when the installation of SQL is complete.
The last action is for the system to install the CCH Interactive Checklist software and the latest versions of the checklists. During which the following dialog will be the only one shown on the screen:

On completion, the will display the Installation Complete message:

Launching the software
You can launch the software using one of the shortcuts provided:
 

Support
If you are experiencing difficulty and need assistance with installing the software, please contact our software support team via phone on 0344 561 8181.

Quick Start Guide
If you did not leave the option to install SQL Express ticked, you will need to manually create a connection and database. Please refer to the Appendix 1 for details of how to do this. The following assumes that you left the option to install SQL ticked and hence created a local database.
On loading the software, you will be presented with the Login dialog with the available connections listed. Initially this will show the connection to the checklists stored in your local database.

 

Creating your first client

The client will appear in the client list displayed in the top grid:

Enter the name of the client, the lead partner and office and click OK.
To add a new client, select Add client from the Client management ribbon bar.

Creating your first checklist
Select the client by clicking on the name in the top grid and the Add checklist option in the dividing toolbar will become active.

The Add checklist dialog will appear and as this is the first checklist created for a client, the Select group field will be blank and the period start dates will both be set to the current date.

1. Select the type of checklist to be created from the Select group drop-down list. The checklist will be created and loaded for completion.

Click on Tailoring questions in the navigation area on the left to load and display the contents of the checklist on the right.

Click on a row in the checklist to move focus to the completion area and you can then navigate through the checklist using the up and down arrow keys and answer questions using the keyboard shortcuts shown in the answer panel that appears at the foot of the window.

Please refer to the user guide for more information about managing and completing checklists.

To close a checklist and return to the Client management display, select Close checklist from the ribbon bar: The Client management window will be displayed with the details of the new checklist created shown in the lower panel.

Double click on the name of the checklist to return to the Checklist completion window.

User guide
Full details of how to use the system and the functionality that it provides are contained in the user guide that can be downloaded from the website and is also available from the User Guide
option on the ribbon bar.

We strongly recommend that you read the user guide in full to ensure that you get the most from this new system.

Appendix 1 : Creating a connection and database

If you did not install SQL Express, you will need to manually create a connection and database the first time that you launch CCH Interactive Checklist. This can either be created on a network server so that all users have access to the same data, or you can create a local database if you have Microsoft SQL Server Express installed on your computer.
On launching the software, you will be presented with the Login dialog:

We recommend that you name the database “Checklist” so that it is easily identifiable by our support team should you need to seek assistance. The following
example will create a database called Checklist in the local instance of SQL Express:

Note that you will not be able to use the Test button as the database has not yet been created. Click OK and the systems will display the following question:

Note: If you see the following message when you try and create a new database or login it probably means that you do not have Mixed Authentication selected for your SQL instance.

Please refer to Appendix 2 for how to change this setting. Click on Yes and the connection and database will be created.

On returning to the Login dialog, the available connection will be listed:

Appendix 2 – Changing the access mode for SQL Server

CCH Interactive checklist requires the SQL server to be set for Mixed Mode access. If it is not set to this then you will see the following message when you try and log into the software:

If you see this message, you can check and change the access mode using SQL Server Management Studio as set out below.
If you do not have Management Studio installed, you can download this free of charge from the Microsoft website:
Link to download for Management Studio Express for SQL 2014

Checking and changing the access mode

Launch SQL Server Management Studio from the start menu

 

If you have changed the mode, you will see the following message:

You will need to restart the server for the change to become active and the easiest way to do this is to close down and restart the computer.