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Update Thomson Reuters Checkpoint Tools and PPC SMART Practice Aids | centrexIT Knowledge Center
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Gatto Pope and Walwick — Update Thomson Reuters Checkpoint Tools and PPC SMART Practice Aids

KB00000957
Cory Walton Work Instruction 1 min
Publishedv4

Purpose:

Section titled “Purpose:”

WI to Update Thomson Reuters Checkpoint Tools & PPC SMART Practice Aids on client’s SQL-Server & RDS Production Servers.

Scope:

Section titled “Scope:”

  • Service Delivery

  • Customer Satisfaction

  • PBAs Affected by this WI

  • Checkpoint Tools

  • PPC SMART Practice Aids

  • MS SQL Express

Responsibility:

Section titled “Responsibility:”

  • Service Delivery

  • vITM

Completion Criteria:

Section titled “Completion Criteria:”
  1. Install all available PPC Smart Modules on the following Production Servers (As listed in Screen Connect)

  • GPWRDSSH-GOLD (For testing new installs)

  • SQL-Server

  • GPWRDSSH4

  • GPWRDSSH5

  • GPWRDSSH8

  • GPWRDSSH9

  1. Confirm End-User access post update
  • Coordinate tester with Client POC or vITM

Records:

Section titled “Records:”
  • ITSM Ticket/Request

Requirements:

Section titled “Requirements:”

  • Testing can be performed on GPWRDSSH-GOLD

  • Media (Installer locations)

  • I:\ (Software Repo) automapped drive under admin account

  • \Thomson Reuters\Production

  • \\gpwnas\Software\Thomson Reuters\Production

  • Subfolders contain relevant installation media

  • Server Credentials:

  • 1Password > Domain\Service Accounts > Domain admin 1

  • Check Error Section for additional troubleshooting steps

  • Contact vITM with any other errors not documented

  • Web site login (for account verification if needed):

  • 1Password > Websites > PBA - Thomson Reuters Checkpoint (PPC)

Server Update Steps:

Section titled “Server Update Steps:”

  • IMPORTANT: It is highly recommended that you test the Media/installer -prior- to the maintenance window to ensure all modules/aids get installed. This can be perfomed on GPWRDSSH-GOLD during business hours. If any modules fail to install, reach out to the vendor to get manual installers prior to the maintenance window! Review the Troubleshooting section on how to save and run the manual installers. The vendor will also be able to remote in to assist as well if necessary.

  • Vendor contact is in ITSM “Thomson Reuters Support” use their phone number.

  1. Login to the Connection Broker GPWRDSCB1 and block all connections to the host servers. To do that open Server Manager > Remote Desktop Services > Collections > Host Servers.
  2. Right click GPWRDSSH4, SSH8, and SSH9 and select the “do not allow new connections…” button then select OK.
  3. Next make sure all users are logged off.

  • From server manager, look at Connections,

  • Find any user other than yourself and right click and log off.

  • All users from the RDS servers must be logged off to continue to next step.

  • NOTE: You should send them a message (Right-Click user, send message) and ask they save their work and log off. Give them a few minutes, if they do not log off themselves, then force them out. They should know to be off the server if this was scheduled maintenance.

  1. You will need to connect to GPWRDSSH5 server in order to log off users from that host.

PHASE 1 - Updating the SQL Server

Section titled “PHASE 1 - Updating the SQL Server”
  1. IMPORTANT: Log into SQL-Server to run updates here first!
  2. Install the following manually
  3. PPC SMART Practice Aids - Disclosure
  • \\gpwnas\Software\Thomson Reuters\Production\PPC_SMART-Manual_Installers\Disclosure\SPDE\2025\SPDApplication\PPC SMART Practice Aids - Disclosure.msi
  1. PPC SMART Practice Aids - Risk Assessment
  • \\gpwnas\Software\Thomson Reuters\Production\PPC_SMART-Manual_Installers\Risk\SPRE\2025\SPRApplication\PPC SMART Practice Aids - Risk Assessment.msi
  1. PPC SMART Practice Aids - Field Work
  • \\gpwnas\Software\Thomson Reuters\Production\PPC_SMART-Manual_Installers\Field Work\SPFE\2025\PPC SMART Practice Aids - Field Work.msi
  1. Install mostly the same using the above MSIs
  2. Select Modify or Custom
  1. Makes sure to check Application and Database
  1. Take defaults, if install fails for any reason uninstall the app from Programs and Features and try again
  2. Now we will install the Checkpoint tools
  3. Run the setup installer located in
  • \\gpwnas\Software\Thomson Reuters\Production\setup.exe
  1. Install to local machine
  2. Check PPC’s Practice Aids (check all)
  1. Next
  2. Next
  3. Select all
  4. Install
  5. Finish

Install on the session hosts

Section titled “Install on the session hosts”
  1. IMPORTANT: Repeat install setps on all::

  • GPWRDSSH4

  • GPWRDSSH5

  • GPWRDSSH8

  • GPWRDSSH9

  1. Install the following manually
  2. PPC SMART Practice Aids - Disclosure
  • \\gpwnas\Software\Thomson Reuters\Production\PPC_SMART-Manual_Installers\Disclosure\SPDE\2025\SPDApplication\PPC SMART Practice Aids - Disclosure.msi
  1. PPC SMART Practice Aids - Risk Assessment
  • \\gpwnas\Software\Thomson Reuters\Production\PPC_SMART-Manual_Installers\Risk\SPRE\2025\SPRApplication\PPC SMART Practice Aids - Risk Assessment.msi
  1. PPC SMART Practice Aids - Field Work
  • \\gpwnas\Software\Thomson Reuters\Production\PPC_SMART-Manual_Installers\Field Work\SPFE\2025\PPC SMART Practice Aids - Field Work.msi
  1. Install mostly the same using the above MSIs
  2. Select Modify or Custom
  3. Makes sure only to select Application
  1. Take defaults, if install fails for any reason uninstall the app from Programs and Features and try again
  2. Now we will install the Checkpoint tools
  3. Run the setup installer located in
  • \\gpwnas\Software\Thomson Reuters\Production\setup.exe
  1. Install to local machine
  2. Check PPC’s Practice Aids (check all)
  1. Next
  2. Next
  3. Select all
  4. Install
  5. Finish
  6. IMPORTANT: Login to the Connection Broker GPWRDSCB1 and unblock all connections to the host servers.

  • Server Manager >> Remote Desktop Services >> Collections >> Host Servers.

  • Right click GPWRDSSH4 thru SH9 and deselect the “do not allow new connections…” button

  • Then select OK

  1. Verify with client/end-user that the Checkpoint Tools and PPC SMART Practice Aids are functioning before closing your ticket.

Troubleshooting:

Section titled “Troubleshooting:”

Error 5 Handling (Common on SQL-Server):

Section titled “Error 5 Handling (Common on SQL-Server):”
  1. Open regedit
  2. Create a String Value in Computer\HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\Shell Folders

  • Name: Personal

  • Value: C:\

  1. Rerun installer

PPC SMART Practice Aids - Disclosure was not successfully installed:

Section titled “PPC SMART Practice Aids - Disclosure was not successfully installed:”
  1. You will need to open a ticket with the vendor at 1-800-431-9025 or by emailing checkpointonlinetechsupport@thomsonreuters.com. To get support for making the manual installers.
  • \\gpwnas\Software\Thomson Reuters\Production\Manual Installers-Practice Aids\Disclosure
  1. Copy SPDE.zip to local Desktop of Server getting the error.
  2. Unpack the Zip
  3. Navigate to \SPDE\2025\SPRApplication
  4. Run PPC SMART Practice Aids - Disclosure.msi
  5. Click Next after it runs a pre-check
  6. Next
  7. Take default access code, click Next
  8. Custom, Next
  9. IMPORTANT: UNCHECK Database then click Next.
  10. Take default destination folder click Next
  11. Click Finish when update is done
  12. Rerun updater Media in Server Update Steps > Step 6 Section to verify the update is no longer needed.

PPC SMART Practice Aids - Risk Assessment was not successfully installed:

Section titled “PPC SMART Practice Aids - Risk Assessment was not successfully installed:”
  1. You will need to open a ticket with the vendor at 1-800-431-9025 or by emailing checkpointonlinetechsupport@thomsonreuters.com. To get support for making the manual installers.
  • \\gpwnas\Software\Thomson Reuters\Production\Manual Installers-Practice Aids\Risk Assessment
  1. Copy SPDE.zip to local Desktop of Server getting the error.
  2. Unpack the Zip
  3. Navigate to \SPRE\2025\SPRApplication
  4. Run PPC SMART Practice Aids - Risk Assessment.msi
  5. Click Next after it runs a pre-check
  6. Next
  7. Take default access code, click Next
  8. Custom, Next
  9. IMPORTANT: Uncheck Database then click Next.
  10. Take default destination folder click Next
  11. Click Finish when update is done
  12. Rerun updater Media in Server Update Steps > Step 6 Section to verify the update is no longer needed.