• Installation
  • System requirements
  • Anti-virus exceptions
  • Firewall settings
  • Registry settings
  • Working Papers: Getting started guide
  • Install Working Papers
  • Perform a silent installation
  • Set up Working Papers in a Citrix or terminal server environment

System requirements

To run CaseWare Working Papers and related products, you must meet or exceed the following system requirements:

Workstations

Operating systems

• Microsoft Windows 10 64-bit (x64)
• Microsoft Windows 8.1 64-bit (x64)

Hardware

• 1 GHz 64-bit (x64) processor; 2 GHz recommended for improved performance
• 2 GB RAM; 8 GB recommended for improved performance
• Solid-state drive (SSD) recommended for optimal performance
• Minimum 1 GB free disk space recommended for installation
• Internet connection required during installation

Note: Additional disk space is required for templates and engagement files. The size of open client files will vary depending on the features used and the size of documents managed. Working Papers has built-in compression that significantly reduces the size of compressed files.

Additional components

• Microsoft Office 2013 or later, or Microsoft Office 365 (Desktop version, Cloud is not supported)
• Internet browser that supports TLS 1.2 or later (see Disabling access to CaseWare Cloud for older and unsupported browsers for more information)
• Adobe Acrobat Reader 10.0 or later
• Unicode UTF-8 for worldwide language support must be disabled in the system's region settings (see Multiple languages for more information)

Note: CaseWare Connector is compatible with both Office 32-bit and 64-bit, however a 64-bit Operating System is required.

Security and permissions

• Installation requires local administrative rights to the workstation
• Use of Working Papers requires read/write access to the program folder and any folders containing client files
• If you are running Working Papers behind a firewall or proxy, ensure that you whitelist the following servers:
  • Amplitude web server
  • https://elicense.caseware.com
  • https://elicense2.caseware.com

SQL Server requirements for SQL data store

The Data Store Administration Tool can use a Microsoft SQL back-end to store data. Working Papers (using a SQL data store) is compatible with the following SQL products:

• Microsoft SQL Server 2019 / Express
• Microsoft SQL Server 2017 / Express
• Microsoft SQL Server 2016 / Express
• Microsoft SQL Server 2014 / Express
• Microsoft SQL Server 2012 / Express

File server/networks

A file server can be used to store Working Papers client files.

Operating systems

• Microsoft Windows Server 2022
• Microsoft Windows Server 2019
• Microsoft Windows Server 2016
• Microsoft Windows Server 2012 R2
• Microsoft Windows Server 2012
• Microsoft CIFS compatible networks like SAMBA on Linux

Hardware

• Per file server/network operating system recommendations

Citrix/terminal servers

Operating system

• Microsoft Windows Server 2022 with Citrix/Terminal Services
• Microsoft Windows Server 2019 with Citrix/Terminal Services
• Microsoft Windows Server 2016 with Citrix/Terminal Services
• Microsoft Windows Server 2012 R2 with Citrix/Terminal Services
• Microsoft Windows Server 2012 with Citrix/Terminal Services

Hardware

The server hardware configuration should be scaled for the number of user sessions. We suggest the following specifications for optimal performance:

• 1 CPU core per user session
• 2 GB RAM per user session for published apps; 4 GB recommended for optimal performance
• 4 GB RAM per user session for published desktop; 8 GB recommended for optimal performance
• 80 GB disk space per user session

Note: Working Papers files should be stored on the Terminal/Citrix Server or connected to it via a high-speed network connection.