Cantax FormMaster 2020.2.0

Installation Procedures

Please read all of the installation instructions carefully before proceeding with the program setup. For network installation, please refer to the "Network Network Version Installation" section.

To install the Cantax FormMaster program, you must have Administrator privileges. You must also ensure that the workstation’s regional settings are set to English (Canada or United-States).

Downloading From the Internet

To download this version of Cantax FormMaster from the Internet, proceed as follows:

  1. Go to https://support.wolterskluwer.ca/en/download/.
  2. Log on to your "Files Centre" by completing the “Login” section and click Log in.
  3. In the “Dashboard” page, click the Files Centre button in the “Download” section.
  4. Click Cantax FormMaster.
  5. Read and agree to the terms of the License Agreement and click Continue.
Note: Please take note of your activation key, as you will need it during the installation.
  1. In the “Downloading the Program” section, click the “.exe” button.
  2. Follow the instructions on the screen. Once the download has been completed, open the folder in which you saved the file. Double-click the downloaded setup file and follow the instructions.

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Installation Instructions

It is strongly recommended that you close any applications that are running prior to installing the program.

Where to install Cantax FormMaster 2020 v.2.0

If a previous version of Cantax FormMaster 2020 is already installed, the installation program will automatically update your program to Cantax FormMaster 2020 v.2.0.

If no previous version of Cantax FormMaster 2020 is installed, we recommend that you install Cantax FormMaster 2020 v.2.0 in the installation program’s default folder.

Note
  • Windows 8.1 and Windows 10 apply a filter named “SmartScreen” which allows you to control the installation of certain programs. When launching the Cantax installation program, the SmartScreen filter may display a warning indicating that the start-up of an unrecognized program has been prevented. This message is issued by Microsoft Windows. The Cantax FormMaster installation program is signed using a digital certificate recognized by certification authorities (for more details, contact the Support Centre). If such a warning displays, click More info and then Run anyways to continue with the installation.
  • In addition, during the installation of your new Cantax version, the additional Wolters Kluwer Add-On Manager module for Internet Explorer will be automatically installed so you can take advantage of new integration possibilities. If you do not want the installation of this module to be performed automatically, contact our Support Centre at csupport@wolterskluwer.com.

Local installation

  1. Insert the Cantax FormMaster CD-ROM in the CD drive (the installation program will start automatically), or execute the installation program, if you have downloaded it.

        Note: When installing from a CD-ROM, the disk might not launch automatically. If so, open the Windows File Explorer and select the drive where the CD-ROM was inserted to execute the installation program.

  2. When prompted, select Install a local version and follow the instructions for the remainder of the installation.
  3. When prompted, select the destination folder of the application, click the Browse button, select the folder where you want to install Cantax FormMaster and click Next. If you do not modify the default folder, the program will be installed in that folder.
  4. When prompted, select the templates, click the Browse button, select the parent folder where you want to create the sub-directories required to save the templates and click Next. If you do not modify the default folder, that folder will be used.

During the first launch of the program, you will be prompted to retrieve the configuration of a previous version of Cantax FormMaster if that version has been detected on the computer.

Activation key

An activation key is required to install Cantax FormMaster. To access your activation key, go to https://support.wolterskluwer.ca/en/download/.Log on to your "Files Centre" by completing the “Login” section and click Log in. In the “Dashboard” page, click the Activation Key(s) button in the “Download” section.

If you have already installed a previous version of Cantax FormMaster 2020, the activation key will not be required. However, if you waited for this version to install Cantax FormMaster, you will have to enter your activation key in the Activate Product dialog box during the installation.

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Before Network Installation

Windows: The UAC technology causes a limitation when installing a Network version with regard to mapped drives

The UAC technology (User Account Control) may possibly limit access to the network locations defined in the mapped drive (example: G:\). To bypass this limitation, you can use one of the following suggestions before proceeding with the installation:

  1. Proceed with the installation of the program using the UNC format (Universal Naming Convention) network locations (example of UNC drive: \\server\folder).
  2. Before proceeding with the installation, disable the UAC for all workstations from which the Cantax Network version will be launched.

To find out how to disable the UAC, consult the documents provided by Microsoft.

Define the destination folder for Network installation

A mapped drive or a UNC path can be used to define the destination folder that is required for the network installation of Cantax FormMaster.

The transmission database default location, indicated during the installation, is the same format as the one used to define the program’s destination folder.

As for the default location of the different types of files, including the EFILE database, the format type (mapped or UNC) used for the network installation is independent from the one used by the program. As a result, if you used a mapped drive format to indicate the destination folder for the network installation, the program will still use a UNC format to specify the default location of the different types of files.

If you want to use the UNC format, as recommended, to define the destination folder necessary for the network installation, enter the desired destination folder manually when prompted for the deployment location.

If you want to use the mapped drive format to define the network location of those files, once deployment on the server is finished, you must enable the appropriate option in the Options and Settings dialog box, under Options/Advanced, then define each of the network locations to apply the change. Ensure that all workstations where the Network version are to be deployed use the same drive letters to designate the same location. For more information on how to use mapped drives, consult the “Use the Mapped Drives to Define the Network Locations” help topic.

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Network Version Installation

There are three steps involved in the installation of the Cantax FormMaster Network version: preparation for deployment, deployment on the server and installation at each workstation.

Step 1 - Prepare to deploy

This step consists in installing all the necessary Cantax FormMaster installation files at a location accessible to all users. To proceed with this step, please continue as follows:

  1. Log on at any workstation.
  2. Insert the CD-ROM in the CD drive or download the installation file from the Cantax Web site.
  3. If you have downloaded the installation file, run the installation program (the program will start automatically from the CD-ROM).

        Note: When installing from a CD-ROM, the disk might not launch automatically. If so, open the Windows File Explorer and select the drive where the CD-ROM was inserted to execute the installation program.

  4. Click Network version and follow the instructions on the screen.
  5. When selecting the destination folder of the application, click the Browse button, select the folder where you want to install Cantax FormMaster and click Next. This folder must be read-write accessible to all users.
  6. Click Finish to deploy the program.

Step 2 - Deploy the program

This step makes Cantax FormMaster accessible to all users and begins immediately after the deployment preparation step. If the deployment procedure does not launch automatically, click the 2020 Cantax FormMaster.lnk file.

To proceed with this step, do the following:

  1. Read the license agreement that displays. Click I accept the license agreements, then click Next to continue.
  2. Enter the activation key and click Next.
  3. Enter the requested information in the Administrator Properties dialog box and click Next.
Note: We recommend that you note the administrator credentials as they will be required to authenticate yourself as administrator when starting up the application, to update the program and to change users' settings.
  1. If required, enter the credentials of a Windows account with admin rights in the Administrative Privilege dialog box. Click Next to continue.
Note: For Windows operating systems with security measures, the programs can only be installed by users with administrative privileges. To facilitate the installation of the Advanced Network version of the program in a firm where users do not have these rights, you can indicate a Windows account with administrative privileges. This user account will be temporarily used by Cantax each time the installation is performed on a computer by a user who does not have administrative privileged. This assumption of identity will be transparent for the user.
  1. When prompted, select the location of the transmission database, click the Browse button, select the folder where you want to create the database and click Next. If you do not modify the default folder, the program will be installed in that folder.
  2. When prompted, select the location of the templates, click the Browse button, select the parent folder where you want to create the sub-directories required to save templates and click Next. If you do not modify the default folder, that folder will be used.
  3. Click the Start Cantax FormMaster 2020 option to use the program from the server.

Once the program has been deployed on the server, you will need to customize the various options and settings and define users’ rights with regard to customization.

Note: In the event that you have used the previous Network version of Cantax FormMaster, you can save time allocated to this step by converting shared customized templates and retrieving the network configuration defined for the previous version. For more information on this topic, consult the “Retrieve the configuration of last year’s version” section.

Step 3 - Install the program on each workstation

Note: The mapped drive (e.g.: drive H:) used to deploy the program on the server must be the same mapped drive used to install the program on each workstation (e.g.: drive H:).

To extend the program’s accessibility, double-click the "2020 Cantax FormMaster.lnk" file from the network location where the program was deployed and follow the prompts to complete the installation. This will install components such as Tax Fonts, shortcuts and other necessary files for the correct operation of the program on the workstation.

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Procedure for Updating the Network Version or the Advanced Network Version of a previous version of Cantax FormMaster 2020 to Cantax FormMaster 2020 v.2.0

To update the version, proceed as follows:

Step 1 – Server update

Ensure that there are no users (except for the administrator) connected to the program.

  1. For the Network version: In a previous version of Cantax FormMaster 2020, select Tools/Administrative Tools/Update server.
    For the Advanced Network version: In a previous version of Cantax FormMaster 2020, go to the Advanced Network module.
  2. For the Network version: Click OK in the dialog box displayed on the screen.
    For the Advanced Network version: Click the button.
  3. For the Network version: Enter the administrator’s user name and password, if applicable.
    For the Advanced Network version: Click OK in the dialog box displayed on the screen.
  4. Follow the instructions that are displayed on the screen. Once the update is completed, the program will deploy the file to the administrator’s workstation and restart automatically.

Step 2 – Update of client workstations

  1. The user double-clicks the program shortcut on the desktop or on the Start menu.
  2. The files necessary to use the program are installed on the workstation following the update.

The user must follow the instructions that are displayed on the screen, if applicable. The program starts up automatically when the update is completed.

After Installation

Retrieve the configuration of last year’s version

Cantax FormMaster 2020 offers the possibility to retrieve the network configuration and users’ customized configurations of a local or network version of Cantax FormMaster 2019. Retrieving the network configuration and the configuration customized by each user, combined with the conversion of the shared customized templates allow the administrator to deploy Cantax FormMaster more rapidly. However, to fully benefit from all of the advantages offered by those functionalities, administrators of a Network version should proceed as follows:

  1. Once deployment of the program is complete, convert the shared customized templates (print formats, letters and labels ). For more information on how to convert the different customized templates, consult the following help topics: 
  2. Once the templates are converted, retrieve the network configuration. To retrieve the network configuration of a Network version, click the Retrieve Configuration command available on the Tools/Administrative Tools menu. The wizard will guide you through the steps to retrieve the network configuration.
  3. Once the program is installed, each user will be able to retrieve the customized configuration during the first launch of the program, if the user has the necessary rights.

For more information about retrieving the configuration, consult the Retrieve the Configuration of Last Year's Version help topic.

Restarting Windows

Depending on the system configuration, the Install program may prompt the user to restart Windows after installing the program so that the files can be initialized. If the user plans to access Cantax FormMaster immediately, Windows must be restarted.

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System Requirements

To correctly execute Cantax FormMaster, your computer system must have the following:

Processor

Dual Core processor (Quad Core is recommended)

Supported operating systems

  • Windows 8.1 (32-bit and 64-bit) except for Basic Edition*
Note: Please note that in version 8.1 of Windows, a display size greater than 100% is not supported.
  • Windows 10 (32-bit and 64-bit) except for Education and Home Editions*
  • Windows Server 2012 SP1 and R2
  • Windows Server 2016
  • Remote Desktop Services in Windows Server 2012 SP1, 2012 R2 and 2016
  • Citrix XenApp 7.11
Note : Please note that custom scaling is not supported.

* For more information on the different Windows Editions, and their respective minimum requirements, consult the Microsoft Web site:

Important: We strongly recommend that all customers enable the enhanced security measures available in Windows 8.1 or higher operating system, including SMB 3.0 encryption for data in transit. Since the configuration of SMB 3.0 is explicit, please consult this Microsoft article to proceed with its configuration.

RAM

A minimum of 2 GB of RAM is required.

Note: RAM requirements are highly dependent on the operating system used. Consult the documentation provided with your operating system for minimum and recommended RAM requirements.

Microsoft .Net Framework

Microsoft .Net Framework v.4.7.2 or higher is required.

Network File Systems

  • NTFS
  • FAT32
  • exFAT

Internet connection

  • An Internet connection is required to use the various electronic services provided by Cantax FormMaster.
  • The TLS 1.2 protocol must be enabled in the Internet Explorer 11 browser settings.

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Where to Find Help

If you are in the program and need help, press F1 to get help on a specific topic.

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How to Reach Us

E-mail

Customer Service:

cservice@wolterskluwer.com

Tax and Technical support:

csupport@wolterskluwer.com

Telephone

1-800-268-4522

Web Site

https://www.wolterskluwer.ca

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