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Installing Practice-in-the-Cloud

Instructions for Windows computers

Check Your System Requirements


Required Hardware:
Processor: Intel or AMD processor @ 1.3 GHz or greater.
Hard drive: 3 GB free
RAM: Minimum 1 GB
Required Operating Systems:
Windows XP
Home or Pro Edition
32-bit with Service Pack 3
Vista
Home, Enterprise, Pro or Ultimate edition
32-bit with Service pack 1 or Service Pack 2
Windows 7
Home, Enterprise, Pro or Ultimate edition
32-bit with no service pack or Service Pack 1
Windows 8/8.1
Pro or Enterprise Edition
32 or 64-bit Windows 8 or Windows 8.1 Update

There are three specific actions required to install and access Practice
in the Cloud via a virtual computer. They are:
1. Verify your system configuration (3 steps, page 2).
2. Download and install VMware, the BlockWorks Practice-in-theCloud environment, on your home Windows-based computer (16
steps, pages 3 5).
3. Access BlockWorks in the Cloud (6 steps, pages 6 and 7).
Important information regarding properly exiting the virtual
computer can be found on page 7. Properly logging off the virtual
computer can prevent problems in the future.

TROUBLESHOOTING
Most issues accessing either the virtual computer or
BlockWorks can be resolved by:
1.
2.

Restarting your computer, or


Restarting the virtual computer

Please try both actions prior to calling the Technical Support


Center.
All associates in Active or Seasonally Deactivated
status have access to BlockWorks Practice-in-theCloud.

Future issues can be prevented by exiting the virtual


computer properly. Please see page 7 of this SMARTcard for
instructions on how to exit the virtual computer.

Installing Practice-in-the-Cloud
Instructions for Windows computers

1. Verify your System Configuration

Windows 8 users can go to Search


and type in either 32 or 64. From
the options presented, choose See if
you have a 32-bit or 64-bit version
of Windows.

2. Right-click on Computer.

3. Click on Properties

1. Click on Start

1.
2.
3.

Verify your system configuration.


Download and Install VMware.
Access BlockWorks in the Cloud.

This computer has a 64bit Operating System.

Installing Practice-in-the-Cloud
Instructions for Windows computers

2. Download and Install VMware for BlockWorks in the Cloud


1. Copy and paste this address into the browsers address bar:

https://my.vmware.com/web/vmware/info/slug/desktop_end_user_computing/vmware_horizon_clients/3_0

er
2. a. Under Product Downloads
Click on VMWare Client
For Windows as noted
In illustrated 2a.
b. Select the version that
meets your computer system
Requirements and click Go to
Downloads

2a

2b

3. Click Download to start the install to


your computer.

4. Select Run.

5. If you receive a warning stating


that the publisher could not be
verified, select Run.

4
3

Installing Practice-in-the-Cloud
Instructions for Windows computers
Youre installing a program to your computer that will allow you access to BlockWorks in the Cloud, so the
next several screens will be agreeing to the terms and conditions and clicking Next or Install when
required. Unless otherwise noted, its not necessary to change any of the settings that appear.

7. Accept the terms by


clicking in the box.
8. Click Next.
6. Click Next.

9. Click Next.

If your E-mail is @hrblock.com

If your E-mail is @tax.hrblock.com

10. Enter the correct Default


View Connection Server
for your H&R Block email
address and click Next to
continue.

10

fieldcasestudies.hrblock.com

casestudies.hrblock.com

Installing Practice-in-the-Cloud
Instructions for Windows computers

13. Click Install.

12. Click Next.

11. Click Next.

12

11

15. If you are a Windows Vista user, click Yes


to restart your computer. All others can
click No.

13

16. If necessary, close the


VMware installation page. You
should now see the VMware
Horizon View Client icon on
your desktop.

14. Click Finish.

14

15
16
1.
2.
3.

Verify your system configuration.


Download and Install VMware.
Access BlockWorks in the Cloud.
5

Installing Practice-in-the-Cloud
Instructions for Windows computers

3. Access BlockWorks in the Cloud

17. Double-click the


VMware Horizon
View Client icon
on the desktop.

18. Double-click on
the server icon.
If two icons are
present, choose
the one that goes
with your email
address, as
shown on page
four.

17

19. Enter your user name and


password and click Login.

20. Double-click the


NexGen_POC
icon.

18

21. Launch BlockWorks by double-clicking


the BlockWorks icon located on the
Practice-in-the-Cloud desktop.

20
21
19

Installing Practice-in-the-Cloud
Instructions for Windows computers

22. At the login prompt, select Login. Note: In


the Case Studies environment you will be
logged in as Practice Preparer.

1.
2.
3.

Verify your system configuration.


Download and Install VMware.
Access BlockWorks in the Cloud.
Congratulations! Youve verified your system
configuration, downloaded and installed VMware, and
accessed BlockWorks in the Cloud. Below are the very
important instructions to follow when you are ready to
log off the virtual computer.

22

IMPORTANT!
Its important to log off the virtual computer properly to prevent
problems in the future. Once youve completed your case study
and exited BlockWorks, click on the Options menu, then choose
Disconnect and Log Off. At the Popup window choose OK to
complete the log off process.

STILL HAVE QUESTIONS?

Contact the Technical Support Center 1 (800) 767-3346 Option 4

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