Step 1: Download software

  1. Download the 20xx SQL files from our host site: http://host.1099pro.com/ftp/product/
  2. Click on the appropriate year 20xx.
  3. Click on Corporate Suite.
  4. Download the following file: SetupSQL_(v20xx.xx.xx).EXE.


  1. Download the 20xx Corporate Suite installer from our host site: http://host.1099pro.com/ftp/product/
  2. Click on the appropriate year 20xx.
  3. Click on Corporate Suite.
  4. Download the following file: Pro99CS_FULL_(v20xx.xx.xx).EXE.


  1. Download the latest 20xx ASP.Net installer from our host site (optional): http://host.1099pro.com/ftp/product/

  2. Click on the appropriate year.

  3. Click on Corporate Suite.

  4. Click on ASP.Net.

  5. Download the following file: 1099ProNETSetup_20xx-xx-xxx.EXE.

Step 2: Setup SQL database and user

1099 Pro SQL database installation instructions and requirements:

  • MS SQL Server 2012+
  1. Run SetupSQL_(v20xx.xx.xx).EXE.
  2. Enter your 20xx authorization code.
  3. The installer will install the database files to the default directory of C:\1099 Pro.
    1. Note: You should apply proper full control permission to these files to allow the DBA to attach the database to the instance.
  4. Open SQL Server Management Studio.
  5. Expand the Security folder.
  6. Right click on Logins and select New Login (Integrated Authentication is also supported).
    1. Login Name: Pro1099
  7. Select SQL Server authentication and enter the password of "pro1099".
  8. Confm that Enforce Password Policy is unchecked and click OK (optional).
  9. Right click Databases and select Attach.
  10. Click the Add button and navigate to "C:\1099Pro\Pro1099CS_Data.MDF", then click OK.
  11. Click on the dropdown menu under Owner and select Pro1099, then click OK.

Step 3: Install CS application server

1099 Pro CS installation instructions and requirements:

  • Windows 2012+
  • NET Framework 4.5

Install WebUpdate Workstation (one network machine only, this installation will distribute updates to all other desktop installations).

  1. Run Pro99CS_FULL_(v20xx.xx.xx).EXE.
  2. Select WebUpdate Workstation as the install type.
  3. Enter 20xx authorization code.
  4. Enter your instance name. It is usually displayed when you login to SQL Server Management Studio.
    1. Note: This may require the Server Name if you have a named instance.
  5. On setup and connection options, select Database Connection.
  6. Enter a description name in the DB Select List Description field so you can identify which database you will be connecting to.
  7. Enter the login password ("pro1099") that was defined in the earlier steps.
    1. Note: The default SQL Server Login Name should already be populated.
  8. Select Single Database (including prior years) for Database Setup Mode.
    1. Note: This is only if you have a single database.
  9. Click Test the database connection NOW. You will see a "Success" confirmation window.
  10. Click OK, then click Save to close out of this window.
  11. Click Finished to complete the installation.
  12. Open 1099 Pro Corporate Suite and it will bring up the Welcome to 1099 Pro for 20xx wizard. This wizard will get you started and display the Pro Central screen once completed. You now have a fully functional 2xx installation of 1099 Pro Corporate Suite.


*Optional: To use the ASP module or assign an administrator password, you need to activate security in the corporate suite software.

  1. Click File.
  2. Select Security and administration.
  3. Click the Security groups button on the left.
  4. Click Activate Security. It will tell you to login with the User ID "Administrator" and Password "NEW" the next time you log in.
    1. Note: The password is case sensitive.
  5. Click Close to exit. It will ask you to restart the program.
  6. When you reopen the corporate suite software it will prompt you for a User ID and Password. Enter the User ID "Administrator" and Password "NEW", then click OK. You will be prompted to create a new Password.
    1. Note: Passwords are case sensitive.
  7. Enter your new Password and click OK.

Step 3.1: Install CS web updates

Requirements:

  • Web Update EXE file 
  1. Refer to the Release Notes page of 1099 Pro Corporate Suite and download the web update file.
  2. From the web update workstation, stop all 1099 Pro services from Windows Services.
  3. Run the EXE web update file and follow the on-screen instructions.
  4. At the end, you will be prompted to run the SQL Database Update utility. You can leave the box checked and run it immediately, or uncheck it and run it later.
    1. Note: It is needed to run the software again.
  5. Launch the 1099 Pro Corporate Suite software again to verify that the version number reflects the update you just installed.  

Step 4: Install CS clients

1099 Pro CS installation instructions and requirements:

  • Windows Server 2008+ / Windows 7+

Install WebUpdate Workstation (one network machine only, this installation will distribute updates to all other desktop installations).

  1. Run Pro99CS_FULL_(v20xx.xx.xx).EXE.
  2. Select Client Workstation Installation as the install type.
  3. Click Browse, then go to the WebUpdate Workstation installation path \Pro99CS\ via mapped drive or UNC path.
  4. Install the files and finish the wizard.
  5. Open 1099 Pro Corporate Suite and it will bring up the Welcome to 1099 Pro for 20XX wizard. This wizard will get you started and display the Pro Central screen once completed. You are now at a fully functional 20xx installation of 1099 Pro Corporate Suite.

Step 5: Install ASP.Net web version (optional)

1099 Pro.NET installation Instructions and requirements:

  • Net Framework 4.0
  • Windows Server 2008 Server or higher
  • Pop-up blocker disabled
  1. Go to the Server Manager, expand Roles from the left pane, then select Add Roles.
    1. If you're using Windows Server 2012 R2, select IIS (left pane) > Manage (upper toolbar) > Add Roles and Features.
  2. Click Next.
  3. Select Web Server (IIS), then click Next.
  4. Click Next.
  5. Make sure the following boxes are checked:
    1. Application Development
      1. ASP.NET
      2. .NET Extensibility
      3. ASP
      4. CGI
      5. ISAPI Extensions
      6. ISAPI Filters
      7. Server Side Includes
    2. Common HTTP Features
      1. Static Content
    3. Security
      1. Basic Authentication
      2. Windows Authentication
      3. Request Filtering
  6. Click Next.
  7. Click Install, then click Close once the installation is finished.
    1. If you're using Windows Authentication, click on the Computer Name in the IIS Manager and make sure that Anonymous Authentication, ASP.NET Impersonation, Basic Authentication, and Forms Authentication are disabled, and that Windows Authentication is enabled.
    2. If required, go to Microsoft's site and download and install .Net Framework 4.0 (http://www.microsoft.com/en-us/download/details.aspx?id=17718) and reboot if it prompts you to.

  8. Expand the tree on the left until you see your default website. Check the Site Bindings so you don't have conflicting ports.

    1. Note: The default port is 80. You can define them here.

  9. Right-click on Sites and select Add Web Site.

  10. Enter your desired site name. Click the Select button and choose ASP.NET v4.0 as the Application Pool. Then, click OK.

  11. Click the box to the right of physical path and make a new folder under the 1099 Pro installation folder named "1099Pro.Net". Then, click OK.

  12. Uncheck the Start Web Site Immediately box, then click OK.

  13. Go to our host site and download the latest Pro.Net installer and install it (http://host.1099pro.com/ftp/product/). Choose the current tax year, Corporate Suite, then ASP.Net.

  14. Open up Windows Explorer and navigate to the Admin subdirectory of the 1099Pro.Net folder. Edit the default.config with your text editor. Change the red highlighted values to the parameters you defined when setting up your corporate suite.

    1. <add name="Pro1099_Conn_CY" connectionString="persist security info=True;data source=testserver\instance; initial catalog=sqldbname; user id=dbowner; password=dbownerpw;" />

    2. Note: The "\instance" is not always required, this is dependent on the database structure.

    3. Note: This is only required if there are multiple databases in use, if there is only a single database, remove this line.

  15. Once the changes are made, click File > Save As and name the file "web.config". Then, click Save.

  16. Copy the new "web.config" file to the 1099Pro.Net directory.

    1. Note: Copy and replace, when prompted.

  17. Click the Start button under Browse Web Site, then click Browse under Browse Web Site.

  18. You will be at the login screen for 1099 Pro.Net.

Step 6: Establish a maintenance plan 

Review our recommendations here: 1099 Pro CS SQL Server Optimization Recommendations


Troubleshooting installation errors:

  • If you get an "HTTP Error 500.19 - Internet Server Error" error, add the user IIS_IUSRS (or IUSR) to the security groups that have modify rights to the 1099pro.net folder.
  • To enable active directory authentication, disable Anonymous Authentication, enable Windows Authentication, and confirm that Login Type it set to "Active Directory" in 1099 Pro Corporate Suite security preferences.
  • There is a known case of the Microsoft application Forefront TMG Client causing WS2_32.dll load issues.
  • For ASP.Net, if you're using AD/Windows authentication, make sure that any SiteMinder ISAPI Extensions are disabled in the IIS Handler Mappings.
  • There is a known case where when Microsoft’s CEIP (Customer Experience Improvement Program) is turned on, it causes WS2_32.dll install and uninstall errors on Windows 7 and Windows Server 2008R2. You can try the following actions to resolve this issue:
    • Turn off Windows CEIP on the affected workstations.
    • Consult your IT department regarding changes to your system.
    • View or change the Windows CEIP setting on a server running Windows Server 2008 R2 by using Server Manager:
      1. If the Initial Configuration Tasks interface is not displayed and Server Manager is not running, click Start, click Administrative Tools, then select Server Manager. If the User Account Control dialog box appears, confirm that the action it displays is what you want, then click Continue.
      2. In Server Manager, make sure Resources and Support is expanded.
      3. Click Participate in CEIP or Configure CEIP, whichever is displayed.
      4. In the resulting dialog box, view or change the settings.
    •  View or change the Windows CEIP setting on a computer running Windows 7:
      1. Click Start, click Control Panel, then select the Action Center.
      2. In the left pane, click Change Action Center settings.
      3. Under Related settings, click Customer Experience Improvement Program settings.
      4. If you want to turn off Windows CEIP, select No, I don't want to participate in the program, then click Save Changes.
  • If you are having issues installing the 1099 Pro Windows service via the utility menu, you can use the following command line to install it instead:
    • sc create servicename binpath= "path to service exe file" displayname= "display name in windows services" obj= "domain\adminuser" password= pass123 start= auto
    • Example: sc create 1099ProRptManager binpath= "C:\1099Pro\Pro99CS\ReportManager.exe" displayname= "1099 Pro Report Manager" obj= "1099prov\Administrator" password= 1099pro start= auto


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