cch oneclick - | wolters kluwer · portal to cch oneclick guide for current portal users ....

CCH OneClick

Migration from CCH Portal to CCH OneClick

Guide for current portal users

MIGRATION FROM PORTAL TO CCH ONECLICK II

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Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of this Quick Start Guide. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. This Quick Start Guide should not be relied upon as a detailed specification of the system or the software.

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III MIGRATION FROM PORTAL TO CCH ONECLICK

Contents

1. Using this Guide 1

2. Portal FAQs 1

3. Install CCH OneClick 1

4. Migration Wizard 1

5. Database Verification 2

6. Practice Migration 3

7. Client Migration 4

8. Activate additional Employees for CCH OneClick 5

9. Activate additional clients for CCH OneClick 9

9.1 Client Partner 9

9.2 Activate a client 11

1 MIGRATION FROM PORTAL TO CCH ONECLICK

1. Using this Guide

This guide should only be used if your practice currently uses portal

If not, please refer to the separate guide CCH OneClick practice activation & client setup that can be found in the OneClick section of the CCH Support website

2. Portal FAQs

We recommend that, as well as running through the pre-activation checklist included in your welcome email, you also refer to the portal FAQs on the CCH OneClick support site before you start the installation of CCH OneClick

3. Install CCH OneClick

Do not proceed with the installation or migration until you are ready to migrate your clients from Portal to CCH OneClick

Run the CCH Central Suite Installer (CSI) to install CCH OneClick

Log into our support site www.cch.co.uk/softwaresupport/2015 with your Client Code and Client Password and complete the installation

Refer to the Central Upgrade Guide instructions (attached to your welcome email) if you require any help with the upgrade or installation of CCH OneClick

4. Migration Wizard

To move to CCH OneClick you will need to perform a OneClick Migration

The migration process will migrate your settings and your existing Portal clients to OneClick and will be available once the CSI installation is complete

Once the process is started, the practice and all clients that currently use portal will be migrated

If you try to activate OneClick before going through the migration process you will be presented with the following screen

To access the migration wizard, select File > Maintenance > OneClick > OneClick Migration

The person running the migration will need to have user permissions at a Windows level to download and run an exe file

https://www.cch.co.uk/softwaresupport/2015/cch_oneclick/docs/cch_oneclick_practice-activation_and_client-setup_online-activation.pdf

https://www.cch.co.uk/softwaresupport/2015/cch_oneclick/index.asp

https://www.cch.co.uk/softwaresupport/2015/cch_oneclick/faqs/faqs_Product.asp

http://www.cch.co.uk/softwaresupport/2015/home.asp

MIGRATION FROM PORTAL TO CCH ONECLICK 2

5. Database Verification

Before the migration process is started, select the Database Verification button Please note:- You will need permissions to download exe/applications onto the local environment to

be able to run the database verification tool

This will start a process that will check your database for potential problems that could affect the migration

The results will be displayed showing you which records are affected, what the problem is and also how to fix it


There are 2 different types of errors that can occur, either problems with the email address itself or duplicate records within the database. These are shown on separate tabs wthin the database validation tool

Use the Export to CSV button to save the results of the current check in a .csv file Once you have made the suggested changes to your database, you can re-run the check to make sure

everything is ok to start the migration process

The migration button will only become available once all of the verification errors have been fixed

6. Practice Migration

The first stage of the wizard is Practice migration

Select Migrate to start step 1 of the wizard

You can see the current progress of the migration on the wizard screen The migration may take several minutes


Once the migration has completed, select Next to begin the client migration

7. Client Migration

The second stage of the wizard is Client migration The list will show only clients that currently have a portal account activated and all clients must be migrated at the same time

Select Migrate to start step 2 of the wizard

Please note: Upon migration your clients will receive an email advising them of the change to their account


The content of this email is taken from the template ConvertPortalUserToOneClickUser stored in File > Maintenance > OneClick > Email Templates

Please check this template before running the client migration

Select Finish once all of the clients have been migrated

(If any errors occur during the migration, select the hyperlink in the status column to view the error message)

8. Activate additional Employees for CCH OneClick

Select Employees from the taskbar

Once selected, you will be presented with the following message:-


Select ‘OK, Got it!’ and tick the ‘Don’t show me again’ button if you’re happy with the content of this screen

Select ‘Search’

The full employee list will be populated

Select the employee(s) you wish to activate


Select ‘Activate’ on the ribbon bar

The following will then be presented to inform you that the activation has been successful (Please note:- the activation process can take a few minutes to complete)

Select OK

The employee will now receive an email asking them to click the link to access the login page and enter a temporary password

Once the link is clicked, a web browser will open and the employee will be asked to enter their email address and the temporary password provided in the activation email


Once login is selected, the employee will be asked to create a new password

Select ‘Continue’ once the new password has been entered

The employee will then be presented with the following screen to take them through an introduction to CCH OneClick


The OneClick dashboard will now be presented and your employee can begin to use their OneClick workspace.

Upon returning to the employee list, you will notice the employee now has the OneClick icon next to their name to signify they are now activated for OneClick

9. Activate additional clients for CCH OneClick

Once a client has been activated they will be able to access their own workspace within OneClick

9.1 Client Partner

In order for an employee to activate a client, the client must have a OneClick activated employee set as a partner. To do this, select Clients from the ribbon bar

You will be presented with a blank client list and select ‘Search’


The full client list will be populated

Select a client and open the ‘Responsibility’ tab

Add a partner that is activated to use CCH OneClick to the client by selecting the button


9.2 Activate a client

Ensure you are logged in as a user who has the appropriate task permission to activate the client Select the checkbox next to the relevant client and select ‘Activate’ Multiple clients can be activated at the same time

Once activate has been selected, the following will be presented

The features defaulted on the right hand side are mandatory features and cannot be removed. Use the to move any of the other available features to the right hand side


If you have selected the option for a welcome message in the customisation area, you will be presented with the following message:-

Select Yes to send a welcome message to the client The following may appear, if so, please wait for this to complete prior to continuing

You will then be presented with client activation results, which will confirm the client activation has been successful

The client will receive an email and will be asked to click the link to access the login page


Once the link is clicked, a web browser will open and the client will be asked to enter an activation ID which will have been sent to them via SMS. This will only be the case if your practice has chosen to use SMS and the client has provided a mobile telephone number

Alternatively, the activation code will be the client code you use in CCH Central

After entering the activation ID a new password should be set

The client will be requested to enter the new password twice and then select ‘Continue’ once complete.

Next, the client will be asked to provide answers to security questions as below, in case the chosen password is not remembered


Once the answers to the two questions have been provided, select OK to continue. They will be presented with the following introduction screen:-

After selecting OK, got it, the OneClick dashboard will be presented and your client can begin to use

their OneClick workspace

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