CenterPoint® Fund Accounting - Network (Multi-User) Installation Instructions

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This topic describes how to install CenterPoint in a network (multi-user) environment:

  • Single User Network Installation - One user with the database on a server. You must purchase a network installation.
  • Multi-User - Multiple users with the database on a server. You must purchase additional seats if multiple users are accessing the database on a server.

If you will only be using CenterPoint with your data on one computer, please refer to the Single User Installation Instructions document.

There are two steps to installing CenterPoint in a network environment:

Step A: Install at the Server

Step B: Install at each Workstation

Frequently Asked Questions

Note: These instructions cover multiple program verticals for CenterPoint, for example, CenterPoint Accounting for Agriculture, CenterPoint Fund Accounting, CenterPoint Accounting, and CenterPoint Payroll. The name "CenterPoint" is used in this guide to refer to any of the program verticals. When information in this guide applies to a specific program vertical for CenterPoint, the specific program vertical name will be used.

 

 

Prerequisites

Complete the following setup on your network prior to installing CenterPoint. The prerequisites differ depending on the type of network being used. For assistance on any of the prerequisite steps, please contact your Network Administrator.

  • Prerequisites for Peer-to-Peer (Workgroup) Networks (Windows Authentication):
    • Server:
      • All users setup on workstations that will access CenterPoint must also be setup on the server with the same username and password.
    • Workstation(s):
      • All user names must have Windows login passwords (must be the same as was setup on the server).
      • All workstations must be joined to the same workgroup.
  • Prerequisites for Domain Networks:
    • All workstations need to be a member of the Domain that the server is a part of.
    • CenterPoint uses Microsoft SQL Server. For security and performance reasons, it is not recommended that Microsoft SQL Server be installed on a Domain Controller. For more information, please see the Frequently Asked Questions section of this document.

If you also purchased and will be installing CenterPoint Payroll, it should be installed after any CenterPoint Accounting programs.

Step A - Install at the Server:

  1. Close all other programs prior to starting the installation of CenterPoint.
  1. From a web browser, enter www.redwingsoftware.com.
  2. From the Red Wing Software home page, in the upper-right corner, click Log in, enter your Email Address and Password, and then click Log In.
    1. If you have not previously registered on the Red Wing Software website, please see the Frequently Asked Questions section of this document for more information about registering on our website.
    2. If you do not recall your password for the Red Wing Software website, please see the Frequently Asked Questions section of this document for more information on resetting a forgotten password.
  3. To download the CenterPoint program:
    • Click the My Account button to display the My Account page. Select the Downloads tab, locate your product, select Downloads, locate the download you need, and then click Download Now.

    Or

    • Select Support & Learn, select Downloads, locate the download you need, and then click Download Now.
  4. Wait while the program downloads. The file will automatically save to your Downloads folder. If you are unable to download CenterPoint, please contact our Technical Support Department.
  5. Select the CenterPoint##.exe file in your task bar or open the Downloads folder and then select the file to begin the installation. Wait while the contents of the setup package are verified.
  6. If you receive an Application Requirements screen, click Next to install the necessary requirements. Wait while the requirements are installed.
  7. If you are prompted to restart your computer, click OK. The computer will restart and the installation will automatically resume. This process may repeat depending on the number of requirements you need to install.
  8. On the Welcome screen, click Next to continue.
  9. On the License Agreement screen, select the I accept the terms of the license agreement check box, and then click Next to continue.
  10. On the Setup Type screen, select Complete, and then click Next to continue.
  11. By default, CenterPoint will install to C:\Program Files (x86)\Red Wing Software\CenterPoint. We recommend accepting the default. On the Destination Folder screen, click Next.
  12. On the Select Program Folder screen, you should generally accept the default program folder location by clicking Next.
  13. On the Completing screen, click Next to continue. Please wait while CenterPoint is installed.
  14. On the Completing screen, click Finish. If you are prompted to restart your computer, please do so at your earliest convenience.
  15. If you also purchased CenterPoint Payroll, follow steps 1-15 to install CenterPoint Payroll.
  16. Individual modules are configured separately after purchase and registration. See the How to Add a Module topic after CenterPoint is started if you have purchased the Accounts Receivable or Inventory modules. Select Help > CenterPoint Help > Installation and Registration > Add a Module to an Existing Database.
  17. In each firewall running on the server, exceptions must be configured to allow CenterPoint to run properly . In Windows 10/11, right-click on Start, select Search, and then enter Windows Defender Firewall. Select Advanced settings (menu on the left). > Inbound Rules (on the left again).

Port 1433 Exception:

  1. On the right, select New Rule. This will display a wizard that will walk you through the process.
  2. Select Port and then Next.
  3. Select TCP in the first section. Then select Specified local ports and enter 1433. Click Next.

  1. Select Allow the Connections and click Next.
  2. In the When Does This Rule Apply screen, select all fields and click Next.
  3. In the Name field, enter Port 1433 Exception and click Finish.

SQLServr.exe Exception:

  1. In Windows 10/11, right-click on Start, select Search, and then enter Windows Defender Firewall. Select Advanced settings (menu on the left). > Inbound Rules (on the left again).
  2. On the right, select New Rule. This will display a wizard that will walk you through the process.
  3. Select Program and then Next.
  4. Select This Program Path.
  5. Using the Browse button, select the SQLServr.exe file and click Next. The location for SQLServr.exe will be in a path similar to this: C:\Program Files\Microsoft SQL Server\MSSQL15.RWS64\MSSQL\Binn, or if you are using a version of SQL Server prior to 2019: C:\Program Files (x86)\Microsoft SQL Server\MSSQL12.RWS\MSSQL\Binn.
  6. Select Allow the Connection and click Next.
  7. In the When Does This Rule Apply screen, select all fields and click Next.
  8. In the Name field, enter SQLServr.exe Exception and click Finish.
SQLBrowser.exe Exception:
  1. In Windows 10/11, right-click on Start, select Apps & Features, and then in the upper left side of the screen, enter Windows Firewall or in Windows 8, select Control Panel > Windows Firewall. Select Advanced settings (menu on the left). > Inbound Rules (on the left again).
  2. On the right, select New Rule. This will display a wizard that will walk you through the process.
  3. Select Program and then Next.
  4. Select This Program Path.
  5. Using the Browse button, select the SQLBrowser.exe file and click Next. The location for SQLBrowser.exe will be in a path similar to this: C:\Program Files(x86)\Microsoft SQLServer\90\Shared.
  6. Select Allow the Connection and click Next.
  7. In the When Does This Rule Apply screen, select all fields and click Next.
  8. In the Name field, enter SQLBrowser.exe Exception and click Finish.
  1. Verify the following SQL protocols are enabled and that the browser is running:
  1. At the Server, click Start, select Microsoft SQL Server 20## or open Microsoft SQL Server 20##, and then select SQL Server 20## Configuration Manager.
  2. Under SQL Server Configuration Manager, select SQL Server Network Configuration, and then select Protocols for RWS64 or RWS previously.
  3. Verify that the Named Pipes and TCP/IP protocol status is Enabled.

  1. Under SQL Server Configuration Manager, select SQL Server Services.
  2. Verify that the SQL Server Browser state is Running.

  1. To start CenterPoint, double-click the CenterPoint icon on your desktop.
  2. On the Module Configuration Manager screen, review the selections and click OK.
  3. CenterPoint must be registered on the server. See the Frequently Asked Questions section for more information on registering CenterPoint.
  4. It is important that CenterPoint is operating properly at the server computer and all databases have been created, before setting up the client workstations; including transferring data from other Red Wing Software programs (Perception, AgCHEK, Champion Controller, etc), creating new databases, or attaching to existing databases.

Step B - Install at each Workstation that will be using CenterPoint:

Note: If you do not want to install SQL locally, see the Can I install CenterPoint without installing SQL Server Express on my workstations? question/answer in the Frequently Asked Questions section of this document.
  1. Follow steps 1-17 from the Server Installation section.
  2. To start CenterPoint, double-click the CenterPoint icon on your desktop.
  3. On the Module Configuration Manager screen, review the selections and click OK.
  4. CenterPoint must be registered at each workstation. See the Frequently Asked Questions section for more information on registering CenterPoint.
  5. Select File > Administration > Data Maintenance
    1. If you receive a message that the database is open, click Yes to close the database.
    2. On the Database Maintenance screen, click Add in the bottom left corner.

     

    1. On the Add Database screen, click Add Server.

     

    1. All available servers that you can connect to will display under the Available Server column. From the Available Server column, select the server that you want this workstation to connect to by moving it to the Selected Servers column. The predefined SQL instance from RWS ends with \RWS64, unless you are using the previous version, then it is \RWS. If you are not using the predefined instance, for example if you are using the full version of SQL, select your SQL server.

    1. On the Server Settings screen, in the Authentication box, by default we recommend you use Window Authentication. If you prefer you can select SQL Authentication. If you select SQL Authentication, please contact Technical Support for more information.
    2. Click OK.
    1. On the Add/Remove Server(s) screen, click OK.
    2. On the Add Database screen, click on the drop-down box in the Server field. Choose the server that was added in step d. To make this the default server, click in the drop down box in the Server field again, right-click and select Set As Default
    1. All databases available on that server will then be listed in the Available Databases on Server box. Either select the database to attach to or in the Search box, enter the first few characters of the database name until CenterPoint locates the database you want to attach to. Multiple databases can be selected by holding down the Ctrl key on the keyboard while clicking on the databases.
    2. Click OK.
    3. Click Close.
  6. Select File > Open. Select the database that you want to open. Click Open.

Frequently Asked Questions:

Q: Are there specific settings for a multi-user environment configuration, such as Terminal Services, Citrix Server, or Microsoft Azure Virtual Desktop?

Red Wing Software provides the information below for reference only. The Red Wing Software Technical Support department cannot help set up the Terminal Services, Citrix Server, or Microsoft Azure Virtual Desktop environments or troubleshoot related issues.

A: After installing CenterPoint, you may choose to configure the following settings for shared user environment configuration, such as Terminal Services, Citrix Server, or Microsoft Azure Virtual Desktop.

Settings are set in the Settings.xml file by editing the file adding a tag and saving, which is typically here on a new CenterPoint installation: C:\ProgramData\Red Wing Software\CenterPoint\ .

  • Turn off Online Updates – This setting will hide the online update menus if you want to handle product updates manually. <RemoteAppSupport Enabled="Y"/>

  • Custom User Data Folder – This setting allows you to set where users specific data is set. For example, report favorite files and product logging. By default CenterPoint uses the ‘Documents’ folder. This is an addition to the above tag. <RemoteAppSupport Enabled="Y" UserPath=”[Documents]\CPStuff”/>

  • User Files Per User – This setting allows each user to maintain their own set of user files. For example, preferences,databases, and quick lists. By default, this tag exists in all CenterPoint install Settings.xml as <ApplicationDataDirectoryAllUsers="Y"/>. Edit the file and change the Y to N (<ApplicationDataDirectoryAllUsers="N"/>).

  • SQL Server - Like any other network installation, CenterPoint needs to be able to access the SQL instance where the database(s) are served from. The SQL server should allow incoming TCP ports 1433 and 1434. If the customer is using CenterPoint for backups, the backup and restore destination must be accessible by the user running the backup from CenterPoint and by the account that the SQL Server instance is running as.

    Note: CenterPoint is not compatible with the Azure SQL Server service.

     

Q: How do I Add, Edit or Remove a SQL Server from File > Administration > Data Maintenance?

Add a Server

  1. Select File > Administration > Data Maintenance.
  2. Click the Servers button or right-click and select Servers and then click the Add button or right-click and select Add. All available servers that you can connect to will display under the Available Server column. From the Available Server column, select the server that you want this workstation to connect to by moving it to the Selected Servers column. The predefined SQL instance from RWS ends with \RWS64, unless you are using the previous version, then it is \RWS. If you are not using the predefined instance, for example if you are using the full version of SQL, select your SQL server. On the Server Settings screen, in the Authentication box, by default we recommend you use Window Authentication. If you prefer you can select SQL Authentication. If you select SQL Authentication, please contact Technical Support for more information.
  3. Click OK.
  4. Click OK.
  5. Click Close.
  6. Click Close.

Edit a Server (Change Server Credentials)

  1. Select File > Administration > Data Maintenance.
  2. Click the Servers button or right-click and select Servers, select an existing server you want change credentials for, and then click the Edit button or right-click and select Edit.
  3. Edit the credentials. On the Server Settings screen, in the Authentication box, by default we recommend you use Window Authentication. If you prefer you can select SQL Authentication. If you select SQL Authentication, please contact Technical Support for more information.
  4. Click OK.
  5. Click Close.
  6. Click Close.

Or

  1. Select File > Administration > Data Maintenance.
  2. From the Database Maintenance screen, select a database and right-click and select your server name.
  3. Select Edit Server Credentials.
  4. Edit the credentials. On the Server Settings screen, in the Authentication box, by default we recommend you use Window Authentication. If you prefer you can select SQL Authentication. If you select SQL Authentication, please contact Technical Support for more information.
  5. Click OK.
  6. Click Close.

Remove a Server

  1. Select File > Administration > Data Maintenance.
  2. Click the Servers button or right-click and select Servers, select an existing server, and then click the Remove button or right-click and select Remove.
  3. To remove the server and any associated databases from CenterPoint, click Yes. Note: This will not delete your database(s) from the server.
  4. Click Close.
  5. Click Close.

Or

  1. Select File > Administration > Data Maintenance.
  2. From the Database Maintenance screen, select a database and right-click and select your server name.
  3. Select Remove Server. Note: This will not delete your database(s) from the server.
  4. Click Close.

Q: How do I set a default SQL Server or change my default SQL server.

A: To set a default or change the default SQL Server, follow the steps listed below:

  1. Select File > Administration > Data Maintenance.
  2. Click the Servers button or right-click and select Servers.
  3. Select an existing server and right-click and select Set as Default.
  4. Click Close.
  5. Click Close.

Or

  1. Select File > Administration > Data Maintenance.
  2. From the Database Maintenance screen, select a database, right-click and select your server name.
  3. Select Set as Default Server.
  4. Click Close.

Or

  1. Select File > Administration > Data Maintenance.
  2. From the Database Maintenance screen, click the Add button or right-click and select Add Database.
  3. In the Server drop-down box, select a server.
  4. Right-click on the Server box and select Set as Default.
  5. Click OK.
  6. Click Close.

Q: Can I import or export my CenterPoint Database Maintenance configurations for use with other workstations on my network?

A: Yes, CenterPoint Database Maintenance configurations can be exported/imported by following the steps listed below. Note: This process will export and import server and database configurations. This allows you to set up one workstation, export the configurations and easily import them into other workstations.

Export a Server Configuration File

  1. Select File > Administration > Data Maintenance.
  2. Right-click and select Export Configuration.
  3. A database.xml file will be created. Select the location you want the file saved to.
  4. Click Save.

Import a Server Configuration File

  1. Select File > Administration > Data Maintenance.
  2. Right-click and select Import Configuration.
  3. Locate the database.xml file that was previously saved.
  4. Click Open.

Q: How do I remove databases from a Server?

A: To remove a database or databases from a SQL Server or remove all databases from a server without deleting databases, follow the steps listed below:

Remove a Database from a SQL Server:

  1. Select File > Administration > Data Maintenance.
  2. Select the database you want to remove.
  3. Right-click and select Remove Database or click the Remove button.
  4. Select whether you want to Detach Database from Server or Remove Physical Database File (Permanently remove database).
  5. Click Yes.
  6. Read the displayed message and if you agree, click Yes.

Remove All Databases from a SQL Server without Deleting Databases

  1. Select File > Administration > Data Maintenance.
  2. Select the Servers button or right-click and select the server you want all databases removed from.
  3. Select Remove.
  4. Read the displayed message and if you agree, click Yes.

Q: The software installed without any errors, but the software won't open? Or I received an error during installation and it stopped the installation of the software.

A: Make sure that all anti-virus, firewall, and any other security software are shut down prior to installing CenterPoint. If any of these software applications are running, the installation may be interrupted and will cause the installation to fail.

Q: Can I install CenterPoint without installing SQL Server Express on my workstations?

A: Yes. In some network environments you may want to install CenterPoint without installing SQL Server Express. During the installation of CenterPoint, on the Setup Type screen, select Custom, click Next,

On the Custom Setup screen, click the down arrow next to SQL Server Express and select Entire feature will be unavailable.

Q: Is there a way to perform a silent command line installation of CenterPoint with and without installing SQL?

A: Yes, CenterPoint can be installed from the command line, follow the instructions below:

To perform a silent command line CenterPoint installation with the full installation of SQL:

  • From the command line, enter <EXE> /s

To perform a silent command line installation of CenterPoint without installing SQL:

  • From the command line, enter <EXE> /s INSTALLSQL=FALSE

Q: When I was trying to add my server in the Database Maintenance screen (step 5 in the workstation installation instructions), my server was not listed. Why is that and how can I get it in the list?

A: Normally this happens if exceptions (Step 18 of the Server Installation instructions) were not setup or were not setup properly. Once the exceptions are completed properly, the server should be in the list. If it is still not available in the list, type in the server machine's IP address to add the machine to the Selected Servers list manually. Enter the address in the box next to the Add button with "\RWS" in the Add/Remove Server(s) screen (for example, 192.168.1.100\RWS), and then click Add.

Q: I received the following message when I tried connecting to a server in the Database Maintenance screen, "Failed to retrieve database for server XXX when trying to add a server in data maintenance. You may not have permissions for that SQL Server when connecting to a network database."

A: First, try a simple shutdown and restart of the server and the workstation. If that does not resolve the problem, then ask your Network Administrator to repeat each of the prerequisite steps. Normally this error is displayed if one or more of the prerequisites noted at the beginning of this document were not completed or not completed properly.

Note: If the server has any Home version of the Windows operating system, you will need to either upgrade to a different operating system or use SQL Authentication. For more information about SQL Authentication, please contact Technical Support.

Q: What are the minimum roles needed by CenterPoint for Microsoft SQL Server?

A: A verification is performed for the person using the database to determine if they have appropriate privileges to run the following tasks: opening or creating a database, attaching, removing or detaching a database to/from the SQL Server, and backing up or restoring a database. The following actions require the specified roles:

  • Opening a Database:
    • Required Permissions: SELECT, INSERT, UPDATE and DELETE.
    • Suggested Minimum Roles: db_datareader, db_datawriter.
  • Creating a New Database:
    • Required Permissions: CREATE ANY DATABASE.
    • Suggested Minimum Roles: db_creator.
  • Attaching a Database:
    • Required Permissions: CREATE ANY DATABASE.
    • Suggested Minimum Roles: db_creator
  • Backing up a Database:
    • Required Permissions: BACKUP DATABASE, CONTROL.
    • Suggested Minimum Roles: db_owner.
  • Restoring a Database Backup:
    • Required Permissions: CREATE ANY DATABASE.
    • Suggested Minimum Roles: db_creator.
  • Detaching/Deleting a Database:
    • Required Permissions: CONTROL SERVER.
    • Suggested Minimum Roles: sysadmin.

Q: Can CenterPoint be installed on a Domain Controller?

A: For security and performance reasons, it is NOT recommended that you install SQL Server on a domain controller. Domain controllers are primarily used for authentication purposes and do not support local users which SQL Server relies on. There are security restrictions when running SQL Server on a domain controller and it opens up some potential security risks that we believe should not be taken. Also, the domain controller tasks may result in decreased SQL Server performance.

Another concern is that SQL Server is not supported on a read-only domain controller. Setup will usually fail and even if you find a way to work around the problem with setup, SQL Server is not supported on a read-only domain controller.

There are two options that would allow you to use your domain controller:

  • Separate your domain controller hardware from your application software hardware.
  • Setup a virtual machine on the domain controller and use that for your SQL Server installation.

If you decide to use any of the options discussed above, you will need to have your network technician make the necessary changes or setup the virtual machine. Red Wing Software will not assist in the installation and configuration of SQL Server on a Domain Controller.

For more information, please refer to the following articles from Microsoft:

Q. I'm attempting to log in to the Red Wing Software website, but it does not recognize my Email and/or Password? What should I do?

A. Follow the instructions below for information about the Red Wing Software website.

To register on the Red Wing Software website:

The Red Wing Software website uses the same login as Red Wing Software's Web Services (Pay Advices, CenterPoint Time Clock, or Employee Portal). If you have an existing account for Web Services, enter the same user credentials to log in to the website. If you do not have an existing account for Web Services, follow the steps below:

  1. From a web browser, enter www.redwingsoftware.com.
  2. In the upper-right of the Red Wing Software home page, click Log in.
  3. Click Create One!
  4. Enter your First Name and Last Name.
  5. Enter an Email address and a Confirm Email address which must match the contents of the Email field for the registration to be processed.
  6. Enter a Password and Confirm Password. Passwords must be at least six characters and no longer than 25 characters, include one numerical character and one lower-case letter.
  7. Click Create.
  8. In the Account Number box, enter your company Account Number. Your Account Number can be located in a few different places:
    1. From within CenterPoint by selecting Help > About.
    2. On the Support Certificate that you receive upon renewing Customer Care Membership.
    3. Red Wing Software sends customers a renewal form for Customer Care Membership. This renewal form contains your account number.
    4. Invoices you’ve received from Red Wing Software contain your account number.
    5. If others at your company have already registered, they can sign into their account and find your company’s account number at www.redwingsoftware.com/home/myaccount.
  1. Continue entering your Title, First and Last Name, Email Address (which is your login) and a Password.
  2. Enter the displayed Security Verification code, and then click Submit.

To log in to the Red Wing Software website:

  1. In your web browser, enter www.redwingsoftware.com, and press Enter.
  2. In the upper-right of the Red Wing Software home page, click Log in.
  3. Enter your Email Address and your Password.
  4. Click Log In.

To reset a forgotten password:

  1. In your web browser, enter www.redwingsoftware.com, and press Enter.
  2. In the upper-right of the Red Wing Software home page, click Log in.
  3. Click the Forgot your password? link.
  4. Enter your Email address.
  5. Click Email Link.
  6. An email will be sent to your current email address from Red Wing Software. Open the Reset Password email and click the here link.
  7. Enter your Email address, your new Password, and then enter your new password again in the Confirm password box, and then click Reset.
  8. Continue with the To log in to the Red Wing Software website section above.

To log out of the Red Wing Software website:

  1. On the upper-right side of the Red Wing Software home page, click the drop-down arrow next to the My Account button.
  2. In the displayed menu, select Log out.

Q: How do I register CenterPoint?

A: When CenterPoint is installed, it will be in a 30 day demo mode until the software is registered. The first time CenterPoint is opened, you will be prompted to register the software. The registration key provides you with a license for the products you have purchased. For detailed registration instructions, refer to the Register CenterPoint help topic. There are two options for registering the software:

Option A: Online Registration:

  1. When CenterPoint is first opened, a Registration screen will display. If the Registration screen is no longer visible, select Help > Product Registration > CenterPoint Registration.
  2. On the Registration screen, click Online.
  3. On the first CenterPoint Registration screen, enter your company Account Number and then click Submit.Your account number can be located in the Customer Care Membership section on the My Account page by logging into www.redwingsoftware.com and clicking the My Account button. It is also on your Red Wing Software Support Certificate, renewal form, or invoice. Click here to see an example.
  4. On the next CenterPoint Registration screen, verify the company information is correct and click Register to complete your online registration.
  5. The Your Registration Information screen displays your registered products.

Option B: Register Manually (use this option only if you do not have internet access on this machine)

Note: The Registration Key is supplied in a Getting Started with CenterPoint email when the software is purchased. If you are unable to locate your registration key, please register online or contact Red Wing Software.
  1. When CenterPoint is first opened, a Registration screen will display. If the Registration screen is no longer visible, select Help > Product Registration > CenterPoint Registration.
  2. On the Registration screen, click Manual.
  3. On the Registration Key Entry screen, in the Registration Key box, enter the registration key provided to you. When you enter the registration key:
  • It is not necessary to enter the dashes
  • Either upper/lower case letters can be entered
  • The letters I, Q, O and S will not be a part of the registration key. For example, all "0" characters are the number zero.

  1. Click Save.

Q: How do I register the Federal/State Tax Forms (Aatrix)?

A. If you do not have an internet connection, you’ll need to manually register your Federal/State Tax Forms (Aatrix) software.

One-Time Setup

  1. Within CenterPoint, select Setup > Companies/Funds. Select your company/fund and click Edit.

Note: If you have CenterPoint Payroll only, please go directly to step 5 in this section.

 

  1. Click on the Additional Detail tab.
  2. In the Federal Tax Id box, enter your Federal Identification Number.
  3. Click Save. Click Close.
  4. If you have CenterPoint Payroll also, click on Setup > Payroll Details > Employers. 

Note: If you do not have CenterPoint Payroll, you can skip to the Register Aatrix Manually section below.

 

  1. Select the appropriate Employer and click Edit.
  2. Click on the Taxes tab.
  3. Single click on Federal in the list of taxes on the upper left.
  4. Enter the Federal Tax Id for this employer. Click Save.

Register Aatrix Manually (use this option only if internet access is not available)

  1. Call Red Wing Software at 1-800-732-9464 and request an Aatrix Registration code.
  2. Open CenterPoint
  3. Select Help > Product Registration > Federal/State Tax Forms Registration.
  4. Click Manual.
  5. In the Aatrix Registration Key box, enter the key you were given by Red Wing Software (do not enter the dashes.).
  6. Click Submit.
  7. At the Registration Successful message, click OK.
  8. Click Close.
  9. Your Aatrix software is registered through the last day of the month of your Customer Care Plan anniversary date.

Q: How do I get updates for CenterPoint?

A: New releases of the program are available for download from our website and can be accessed from the CenterPoint program. You must own a Red Wing Software Customer Care Membership to download program updates and be connected to the internet to check for updates.

    1. Select Help > Online Updates > Check for CenterPoint Updates. Your version of CenterPoint and all add-ons are compared to the current versions available on the Red Wing Software website.
    2. If an update is needed on your machine, the Online Updates screen will be displayed with the Last Update Check date. The updates available for your Red Wing Software products will be displayed.
    1. Click Install Updates. The CenterPoint Update Center screen will display the progress of the installation.
    2. When the download and installation are complete, click Launch CenterPoint.

If you prefer, you can setup a Preference that will customize the software so you are notified automatically that updates are available.

To set the preference:

  1. In CenterPoint, select File > Preferences.
  2. Select General > Online Update Settings.
  1. In the Check for Updates Location, choose Internet.
  2. Select personalized options for the remaining fields in the Online Update Settings screen.

Q: How can I get updates for CenterPoint Federal/State Tax Forms (not used with CenterPoint Depreciation)?

A: If you have an internet connection, you can check for updates on a regular basis by following the steps below. If you do not have an internet connection, Red Wing Software will mail you a quarterly Aatrix Tax Forms update CD, at your request, for an additional fee. Note: If an update is available when you print a federal/state tax form, a message will display.

  1. Select Help > Online Updates > Check for Fed/State Tax Forms Updates.
  2. Wait while the Updater starts and checks for the latest versions of the Federal/State Tax Forms (Aatrix).
  3. If you need to update your system with the latest forms or reports, you will be notified and .you can decide if you want to Automatically Update, Download the Update to manually download an update from any computer with an internet connection, Continue Expired, or Cancel without updating Federal/State Tax Forms.
  4. A list of necessary updates will display if you chose to update Federal/State Tax Forms.
  5. Click Next to update your system.
  6. When your system is updated with the most current forms and reports, the Update Complete screen will display, click Close.

Document: 3013

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