Caseware Working Papers | System Requirements and Prerequisites

Published: 20/06/2023

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

Workstations
Operating systems

Microsoft Windows 11 64-bit (x64)
Microsoft Windows 10 64-bit (x64)

Hardware

1 GHz 64-bit (x64) processor; 2 GHz recommended for improved performance
8 GB RAM; 16 GB recommended for improved performance
Solid-state drive (SSD) recommended for optimal performance
Minimum 20 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

Notes:

For Windows Server 2012, you must set TLS 1.2 as the default protocol. Follow the instructions provided by Microsoft to download the necessary update, then apply the "Easy fix" solution.
Contact technical support before implementing a CIFS compatible network solution.

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
8 GB RAM per user session for published desktop; 16 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.