IDEA Installation Guide

CA301
IDEA
Installation Guide
IDEA 10
Copyright © 2017 (v10.3) CaseWare IDEA Inc. All rights reserved. No part of this publication may be
reproduced, transmitted, transcribed, stored in any retrieval system or translated into any language
in any form by any means without the permission of CaseWare IDEA Inc.
CaseWare IDEA Inc. is a privately held software development and marketing company, with offices
in Toronto and Ottawa, Canada, related companies in The Netherlands and China, and CaseWare
Analytics Partners serving over 90 countries. CaseWare IDEA Inc. is a subsidiary of CaseWare
International Inc., the world leader in business-intelligence software for auditors, accountants, and
systems and financial professionals.
IDEA is distributed under an exclusive license by:
CaseWare IDEA Inc.

469 King Street West, 2nd Floor
Toronto, CANADA
M5V 1K4
www.casewareanalytics.com
IDEA® is a registered trademark of CaseWare International Inc.
CA301 IDEA Installation Guide

Version: CA301_LTR_10.3_01
Contents
Section 1
Introduction 9
Quick Links 9
Additional Resources 10
Feedback 10
System Requirements 11
Software Requirements 11
Supported Windows Operating Systems 11
Supporting Software 12
Hardware Requirements 12
Administrator Privileges 12
CaseWare Passport Accessibility 12
Language Support 13
Technical Notes 13
Supported Environments 14
Multiple CaseWare Products 15
Using the Correct Installation Instructions 16
Understanding Your License Keys 16
Upgrade and Installation Instructions for all IDEA Editions 19
Section 2
Upgrading 21
Upgrade Process 22
Step 1: Downloading the Latest Version of IDEA 23
Using Check for Updates 24
Using the CaseWare Analytics Support Portal 26

Using CaseWare Passport 27
Step 2: Upgrading the License Management Tool 28
Upgrading Corporate License Manager (CLM) 29
Upgrading SafeNet License Manager (SLM) 31
Step 3: Upgrading IDEA 32
Section 3
Installing IDEA Single User 33
Pre-Installation Requirements 34
Section 4
Installing IDEA Corporate and Corporate License Manager 37
Installation Deployments 38
Installation Process 39
Step 1: Installing Corporate License Manager (CLM) 40
Step 2: Installing IDEA Corporate 45
Section 5
Installing IDEA Concurrent and SafeNet License Manager 47
Installation Deployments 47
Installation Process 48
Step 1: Installing SafeNet License Manager (SLM) 49
Step 2: Installing IDEA Concurrent 52
Section 6
Installing IDEA Site License 55
Section 7
Installing IDEA Educational 57
6
Contents
Section 8
Installing IDEA Demonstration 59
Appendix I
Updating Your License 61
Appendix II
Reclaiming Your License 63
Appendix III
Activating Your License After Installation 67
Appendix IV
Updating the Corporate License Manager Location 69
Appendix V
Using IDEA on a Segmented Network 71
Appendix VI
Performing a Silent Install 73
Commands 73
Optional Parameters 74
Exit Codes 74
7
Section 1
Introduction
Thank you for choosing IDEA. Your purchase includes the following:
l IDEA 10.3 software (by CD or downloadable file)
l License (for licensed editions)
This guide details the upgrade and installation instructions for IDEA 10.3. This guide is intended for
current IDEA (IDEA Version Nine and later) users and new users. Please read this section (Section 1:
Introduction) and then follow the appropriate upgrade or installation instructions related to your
purchase.
Quick Links
l System requirements
l Which edition of IDEA do I have?
l Should I upgrade or do a full install?
l Upgrade instructions (IDEA Single User, IDEA Corporate, and IDEA Concurrent only)
l Full installation instructions
l Section 3: Installing IDEA Single User
l Section 4: Installing IDEA Corporate and Corporate License Manager
l Section 5: Installing IDEA Concurrent and SafeNet License Manager
l Section 6: Installing IDEA Site License
l Section 7: Installing IDEA Educational
l Section 8: Installing IDEA Demonstration

Additional Resources
The following resources are available:
l Manuals: The following manuals are installed with IDEA and available in PDF format.
l IDEA Tutorial
l Report Reader Tutorial
l SmartAnalyzer Tutorial
l Advanced Statistical Methods Case Study
l Online Help: Accessible from the Help button on the IDEA Ribbon. Context-sensitive help is also
available in many task dialog boxes.
l CaseWare Analytics Support Portal or contact the Support team at

support.cwa@caseware.com.
l Contact your local CaseWare Analytics Partner
Feedback
Your feedback is important to us. Send your documentation-related comments to
IDEAdocumentation@caseware.com.
10
Section 1: System Requirements
System Requirements
The following system requirements are detailed for your installation of IDEA.
Software Requirements
The following details the supported Windows operating systems and the supporting software required
to run IDEA.
Supported Windows Operating Systems
The following Windows operating systems are supported. It is recommended to have the latest
service packs.
Product Windows Windows Server

(x86, x64) (x86, x64)
7 8.1 10 2008 2008 R2 2012 2012 R2 2016

SP1 Update 1 SP2 SP1 Update 1 (x64 only)
IDEA Single User ü ü ü
IDEA Corporate ü ü ü ü ü ü ü ü
IDEA Concurrent ü ü ü ü ü ü ü ü
IDEA Educational ü ü ü ü ü ü ü ü
IDEA Site License ü ü ü ü ü ü ü ü
IDEA Demonstration ü ü ü ü ü ü ü ü
Corporate License Manager (CLM) ü ü ü x64 only ü ü ü
SafeNet License Manager (SLM) ü ü ü x64 only ü ü ü
Update IDEA License Tool ü ü ü x64 only ü ü ü
Visualization Feature Requirements

To run the Visualization feature in IDEA, your system requires the following:
l 64-bit Windows operating system
l 8 GB of RAM
Archiving Large Desktop Projects

A 64-bit Windows operating system is required to archive Desktop projects that are larger than
4 GB.
11
Supporting Software
If the following applications are not already installed, the IDEA installation program will install them
automatically:
l Microsoft .NET Framework 4.5.2
l Microsoft Office Access Database Engine 2010
l Microsoft SQL Server Compact 3.5 SP2
l Microsoft Visual C++ 2005 SP1 Redistributable Package
l Microsoft Visual C++ 2010 SP1 Redistributable Package
l Microsoft Visual C++ 2013 Redistributable Package
l Microsoft Visual C++ 2015 Redistributable Package
Hardware Requirements
The following table outlines the minimum hardware requirements:
Hardware Minimum Recommended
Processor Dual core 2 GHz Dual core 3 GHz or higher
RAM 4 GB 16 GB
Disk Space 5 GB 500 GB
DPI/Display Scaling
IDEA does not support DPI scaling (Windows 7) or display scaling (Windows 8.1 Update and
Windows 10). For high resolution monitors/screens, it is recommended to adjust the screen
resolution for legibility.
Administrator Privileges
All editions of IDEA and its associated tools must be installed with administrative privileges.
CaseWare Passport Accessibility

In order for IDEA users to access the CaseWare Passport feature, the following must be accessible
through your organization's firewall or proxy:
l Port: 443
l URL: https://prmlicensing.caseware.com/passport/passportmanagement/
12
Section 1: System Requirements
Language Support
If you are installing a non-English edition of IDEA:
l You must also install the Microsoft .NET Framework 4.5.2 Language Pack
(www.microsoft.com/download).
l Non-English editions of IDEA are only supported on operating systems of the same language
and regional settings (e.g., French IDEA on a French operating system).
Technical Notes
l Two-way trust is required when IDEA products are installed in a multi-domain environment.
Contact CaseWare Analytics Support for more information.
l CaseWare Working Papers:
l IDEA is compatible with CaseWare Working Papers 2016 or later.
l IDEA only supports a single implementation of CaseWare Working Papers. Concurrent

installed versions of CaseWare Working Papers are not supported.
l CaseWare Working Papers must be installed before installing or upgrading IDEA. If you
installed or upgraded IDEA before installing CaseWare Working Papers, you must run the
IDEA installation/upgrade file again and click Repair to ensure IDEA is properly
configured to work with CaseWare Working Papers.
13
Supported Environments
The following table outlines which IDEA products are supported on virtual machines, Remote Desktop
connections, and Citrix/terminal servers.
Windows 8.1 Update and Windows 10 Users

If you are installing IDEA Single User with the Hyper-V role enabled, the IDEA installer defines
the computer as a virtual machine. To correct this issue, disable the Hyper-V role and reboot
the computer. See Microsoft documentation for instructions.
Product Virtual Remote *Citrix/Terminal

Machine Desktop Server
IDEA Single User û û û
IDEA Demonstration ü ü ü
IDEA Educational ü ü ü
IDEA Site License ü ü ü
IDEA SafeNet License ü ** ü û

Concurrent Manager
IDEA Concurrent ü ü ü
IDEA Corporate License ü ü û

Corporate Manager
IDEA Corporate ü ü ü
__________________
* Supported versions of Citrix are XenApp and XenDesktop 7.6 and 7.12.
** The SafeNet License Manager (SLM) may be installed on a virtual machine. However, it is not recommended that this virtual
machine be hosted in a load balancing system where it could be migrated. For more information, contact CaseWare Analytics
Support.
14
Section 1: Supported Environments
Multiple CaseWare Products

The following table outlines which CaseWare products can and cannot co-exist on the same
computer:
Can Corporate License Manager1 + IDEA Corporate
Corporate License Manager1 + IDEA Server2
SafeNet License Manager + IDEA Concurrent
IDEA3 + IDEA Server Administration
Cannot IDEA + IDEA Server
Multiple editions of IDEA4
Multiple versions of the same IDEA edition5
IDEA Server is a powerful data analysis application that operates using network servers. While you
view the data and perform your analysis using the IDEA client installed on your computer, all your
data storage and processing is done on a server. For more information, visit the CaseWare Analytics
website. IDEA Server is compatible with IDEA Corporate and IDEA Site License.
__________________
1 Includes Corporate License Manager Administration.
2 Includes IDEA Server Administration.
3 Only IDEA Site License and IDEA Corporate
4 This also includes license management tools. Corporate License Manager and SafeNet License Manager cannot co-exist on
the same machine.
5This includes IDEA (all editions) and license management tools. For example, IDEA 9 and IDEA 10 cannot co-exist on the
same machine and neither can Corporate License Manager 10.1 and Corporate License Manager 10.2.
15
Using the Correct Installation Instructions
Not sure if you should upgrade or do a full installation?
l Upgrade
Current IDEA Single User, IDEA Corporate, and IDEA Concurrent users upgrading to the latest
version of IDEA should follow the upgrade instructions.
l Full Installation
The following scenarios require a full installation of IDEA:
l New IDEA (any edition) users
l Current IDEA Educational, IDEA Site License, and IDEA Demonstration users upgrading to
the latest version of IDEA
l Current IDEA users who are installing a different edition of IDEA
Your license key determines which edition of IDEA you will be upgrading/installing.
Understanding Your License Keys

The following editions of IDEA are available:
l IDEA Single User
l IDEA Corporate (includes IDEA Corporate and Corporate License Manager)
l IDEA Concurrent (includes IDEA Concurrent and SafeNet License Manager)
l IDEA Site License
l IDEA Educational
l IDEA Demonstration
Some editions of IDEA require a license key. Upon purchase of IDEA, you can find your license key on
the label affixed to the back of your installation CD or in the installation email you received from your
local CaseWare Analytics Partner.
16
Section 1: Using the Correct Installation Instructions
Edition Number of license keys
IDEA Single You are provided with a single license key for IDEA.
User
Your License Key text file may look similar to the following:
Product: IDEA V10 Single User (Electronic) (ASCII-English)
Install key: #####-#####-#####-####-#####-#####-#####-#####
Expiration: Permanent
Activated By: Not Active
IDEA You are provided with two license keys.

Corporate
- 1 for Corporate License Manager (CLM) and Corporate License Manager
Administration (CLM Admin)
- 1 for IDEA Corporate
Product: Corporate License Manager (CLM) (ASCII-English)
Install key: #####-#####-#####-####-#####-#####-#####-#####
------------------
Product: Corporate Users (ASCII-English)
Install key: #####-#####-#####-####-#####-#####-#####-#####
17
Edition Number of license keys
IDEA You are provided with two license keys.

Concurrent
- 1 for SafeNet License Manager (SLM)
- 1 for IDEA Concurrent
Product: SafeNet License Manager (SLM) (ASCII-English)
Install key: #####-#####-#####-####-#####-#####-#####-#####
------------------
Product: Concurrent Users (ASCII-English)
Install key: #####-#####-#####-####-#####-#####-#####-#####
IDEA A license key is not provided. The software includes a default license key.
Educational
Note that Product details the type of license you have purchased. It will clearly indicate which
edition of IDEA you will be installing (see highlighted areas in the sample License Key text files).
Once IDEA is installed you can find your IDEA license key on the File tab > Help. The license key is
displayed in the About IDEA section.
18
Section 1: Using the Correct Installation Instructions
Upgrade and Installation Instructions for all IDEA Editions

The table below outlines the upgrade and installation sections in this guide to follow based on the
product you want to install.
Type Product Go to
Upgrading IDEA Single User Section 2: Upgrading
IDEA Corporate
IDEA Concurrent
Full Installation IDEA Single User Section 3: Installing IDEA Single User
IDEA Corporate Section 4: Installing IDEA Corporate and Corporate

License Manager
IDEA Concurrent Section 5: Installing IDEA Concurrent and SafeNet

License Manager
IDEA Site License Section 6: Installing IDEA Site License
IDEA Educational Section 7: Installing IDEA Educational
IDEA Demonstration Section 8: Installing IDEA Demonstration
19
Section 2
Upgrading
Upgrading to Windows 10
If you are considering to upgrade to Windows 10, it is recommended to upgrade your operating
system first and then upgrade IDEA to ensure that all IDEA prerequisites are updated.
However, if you upgraded IDEA first and then upgraded to Windows 10, run the IDEA installer
again to resolve any issues.
The upgrade process is only available for the following editions of IDEA:
l IDEA Single User
l IDEA Corporate
l IDEA Concurrent
When performing an upgrade, you do not have to manually uninstall your existing IDEA software or
re-activate your license. The upgrade process installs the latest version of your existing IDEA
software on the machine that currently hosts the IDEA software.
If you are installing the latest version of IDEA on a new machine or are installing a different
edition (e.g., IDEA Corporate vs. IDEA Single User), you must purchase a new license key and
then activate the license. Refer to the appropriate installation procedures.
Upgrade Process
Silent Install
The upgrade process cannot be completed through a silent install.
Upgrading IDEA Corporate and IDEA Concurrent

IDEA Corporate and IDEA Concurrent users must first upgrade their license management tool
(Corporate License Manager and SafeNet License Manager) and then upgrade IDEA. All
information associated with your license management tool is retained.
When upgrading your IDEA software, you must perform the upgrade in the following order:
Step 1: Downloading the latest version of IDEA
Step 2: Upgrading the License Management Tool (IDEA Corporate and IDEA Concurrent only)
Step 3: Upgrading IDEA
22
Section 2: Step 1: Downloading the Latest Version of IDEA
Step 1: Downloading the Latest Version of IDEA
For the first step in the upgrade process, you must download the latest version of IDEA.
Refer to the table below to use the recommended method for your version of IDEA.
For current... Use this method...
IDEA 9 users The Check for Updates feature
The CaseWare Analytics Support Portal
IDEA 10 users CaseWare Passport
If you cannot download the latest version of IDEA using these methods, contact your local
CaseWare Analytics Partner or CaseWare Analytics Support.
23
Using Check for Updates

IDEA 9 users can download the latest version of IDEA using the Check for Updates feature.
IDEA 10 Users
The Check for Updates feature is not currently recommended for IDEA 10 users. IDEA 10 users
should use CaseWare Passport to download the latest version of IDEA.
IDEA Corporate Users on IDEA Server
IDEA Corporate users in an IDEA Server environment should not use Check for Updates to get
the latest version of IDEA Server. Please contact your IT Department or your IDEA Server
Administrator.
To download the latest version of IDEA:
1. To open IDEA (from the Start menu, Apps page, etc.), right-click the IDEA icon and click Run
as administrator.
2. On the File tab, click Help.
3. From the Tools for Working with IDEA section, click Check for Updates.
The IDEA Updates Available for Download dialog box appears.
4. Click Download.
The CaseWare Passport log in page appears in your default web browser.
5. Click Log In.
6. Enter the Email and Password information associated with your CaseWare Passport account.
7. Click Log In.
The CaseWare Passport page appears.
8. Click Download.
9. From the Select Region drop-down list, select the region that applies to you.
10. Click Download to download the upgrade installation file.
11. Save the upgrade installation file to a location on every machine hosting the license
management tool (if applicable) or IDEA.
The upgrade installation file should be similar to IDEA_10_0_1AD1EN32.exe. The file name will
vary depending on the version you are upgrading to, the language, and whether you are
upgrading a 32 or 64 bit software.
24
12. Do one of the following:
For this edition of IDEA... Go to...
IDEA Corporate Step 2: Upgrading the License Management Tool
IDEA Concurrent Note: This step is usually performed by the IDEA

Administrator or your IT Department. This step
must be completed before upgrading IDEA.
IDEA Single User Step 3: Upgrading IDEA
25
Using the CaseWare Analytics Support Portal

IDEA 9.2 and 9.2.1 users can download the latest version of IDEA directly from the CaseWare
Analytics Support Portal. You must be a registered CaseWare Passport user to use this method.
1. In a web browser, go to https://support.casewareanalytics.com.
The sign in page for the CaseWare Analytics Support Portal appears in your web browser.
2. Enter the Email and Password information associated with your support account.
3. Click Log In.
4. From the Downloads menu, click Latest version of IDEA.
The Download latest IDEA page appears.
5. Click the Download IDEA button.
You are directed to CaseWare Passport.
6. If required, log in to your account.
7. Click Download.
8. From the Select Region drop-down list, select the region that applies to you.

26
Using CaseWare Passport

IDEA 10 users can download the latest version of IDEA using CaseWare Passport.
IDEA 10 Users
The Check for Updates feature is not currently recommended for IDEA 10 users. IDEA 10 users
should use CaseWare Passport to download the latest version of IDEA.
1. In IDEA, click the File tab and then click Passport.
The Passport page appears.
2. If prompted, log in using your Passport account credentials.
3. Click Download.
4. From the Select a Region drop-down list, select the region that applies to you.

27
Step 2: Upgrading the License Management Tool
This step only applies to IDEA Corporate and IDEA Concurrent users.
You must first upgrade your license management tool (Corporate License Manager or SafeNet License
Manager) before upgrading IDEA. The license management tool is usually upgraded by the IDEA
Administrator or your IT Department.
The upgrade installation file that you downloaded in Step 1: Downloading the Latest Version of IDEA
will be used to upgrade your license management tool.
For this edition... Do this...
IDEA Corporate Upgrading Corporate License Manager (CLM)
IDEA Concurrent Upgrading SafeNet License Manager (SLM)
28
Section 2: Step 2: Upgrading the License Management Tool
Upgrading Corporate License Manager (CLM)

You must upgrade Corporate License Manager (CLM) and Corporate License Manager Administration
(CLM Admin) before IDEA Corporate users can upgrade their licensed IDEA software.
Usually, CLM and CLM Admin are installed on the same machine. However, if you installed CLM Admin
on a different machine other than CLM, you must also perform these instructions on the machine
hosting CLM Admin.
Checked Out IDEA Corporate Licenses

It is recommended that all checked out IDEA Corporate licenses are checked in before
upgrading Corporate License Manager.
To upgrade Corporate License Manager:
1. Extract and Run the Upgrade Installation File
a. On the machine hosting CLM, navigate to and double-click the upgrade installation
file that you downloaded in Step 1: Downloading the Latest Version of IDEA.
b. Extract the files to a folder on your Desktop. For example, Desktop\UpgradeIDEA
c. Open the folder and double-click setup.exe.
2. License Information
In the License key field, enter your current Corporate License Manager (CLM) license
key and then click OK.
You can find your license key on the label affixed to the back of your installation CD or
in the installation email you received from your local CaseWare Analytics Partner.
3. Prerequisite Software
If you are prompted to install prerequisite software, click Install.
4. Installation Wizard
To start the installation process, click Next.
5. License Agreement Screen
Read and accept the license terms and then click Next.
29
6. Corporate License Manager Service Account Screen
a. Enter the account name and password of the domain service account under which
CLM will run.
Domain Service Account

To retain licensed user information in CLM, the service account credentials
must be the same as the original that was specified during the initial CLM
installation.
b. Optionally, select the Skip Service Account validation check box.
This option is useful if you are installing CLM on a secure network segment where
the domain controller has not been listed within the DNS for security reasons.
c. Click Next.
7. Ready to Install the Program Screen
Click Install.
8. Files in Use Screen
If there are applications that are using files that need to be updated, you are prompted
to either let the upgrade process automatically close and attempt to restart the
applications or not close the applications. If you choose not to close the applications,
you will need to reboot your machine after the upgrade process is complete.
Select the appropriate action and click OK.
9. Installation Wizard Completed Screen
To complete the installation, click Finish.
10. Verify License Assignments
Launch Corporate License Manager Administration (CLM Admin) and verify that all IDEA
Corporate licenses are still assigned to required users. If the licenses are not assigned,
you must assign them at this point. Refer to the CLM Admin online help for more
information.
11. Go to Upgrading IDEA.
30
Section 2: Step 2: Upgrading the License Management Tool
Upgrading SafeNet License Manager (SLM)

You must upgrade SafeNet License Manager (SLM) before IDEA Concurrent users can upgrade their
licensed IDEA software.
To upgrade SafeNet License Manager:
a. On the machine hosting SLM, navigate to and double-click the upgrade installation
file that you downloaded in Step 1: Downloading the Latest Version of IDEA.
In the License key field, enter your SafeNet License Manager (SLM) license key and
then click OK.
You can find your license key on the label affixed to the back of your installation CD or in
the installation email you received from your local CaseWare Analytics Partner.
Click Install.
8. Go to Upgrading IDEA.
31
Step 3: Upgrading IDEA
The upgrade installation file that you downloaded in Step 1 of the upgrade process will be used to
upgrade IDEA on the same machine that hosts your current installation of IDEA.
To upgrade IDEA:
a. On the machine hosting IDEA, navigate to and double-click the upgrade

installation file that you downloaded in Step 1: Downloading the Latest Version of
IDEA.
In the License key field, enter your current IDEA license key and then click OK.
Click Install.
8. Restart Prompt
IDEA installs Microsoft C++ redistributable packages (prerequisite software), if they are
not already installed on your machine. Due to these installations, some machines may
require a reboot.
If you are prompted to restart your machine, you must click Yes to ensure IDEA is
properly configured.
32
Section 3
Installing IDEA Single User
Upgrading to the Latest Version of IDEA

If you are upgrading your current IDEA Single User, IDEA Corporate, IDEA Concurrent, or
license management tool, see Section 2: Upgrading. You do not need to perform a complete
installation as detailed in this section.
IDEA Single User includes one license that can only be installed on one computer. To use IDEA on
additional computers, you must purchase additional IDEA Single User licenses or another edition of
IDEA that would meet your requirements.
The IDEA Single User license can be a temporary license (expires after a specific time period) or a
permanent license.
With IDEA Single User, you must activate your license. You can choose to activate your license
during the installation or at another time. There are two ways to activate your license:
Activation method Description
Activate online This direct method lets you activate your license over the web.
You must have an active internet connection with port 443 open. If your
network uses a proxy server, you may need to create a proxy server
exception in Windows. See Microsoft documentation for instructions.
Activate offline This indirect method requires you to send a Customer to Distributor
(C2D) file to your CaseWare Analytics Partner, who will then send you
back a Distributor to Customer (D2C) file that will activate your license.
With this edition of IDEA, you also have access to IDEA Demonstration.
Updating and Reclaiming Licenses

After you have activated your license, you may want to update your license on the current
machine or reclaim your license on the current machine and move it to another machine.
Pre-Installation Requirements
Use Program and Features in Windows Control Panel to uninstall any previous version of IDEA.
To install IDEA Single User:
1. Run the Installation File
From the IDEA installation package, navigate to and double-click setup.exe.
In the License key field, enter your IDEA Single User license key and then click OK.
6. Destination Folder Screen
Accept or change the destination folder and then click Next.
Click Install.
34
Section 3: Installing IDEA Single User
8. Activate Your License
a. Select the preferred method of activation and click Next.
If you prefer to activate your license at another time, click Cancel.
b. Enter your activation information.
Activation Do the following...

method
Activate online 1. In the User Details section, enter your first name,
last name, and email address.
2. Click Activate.
Activate offline 1. In the User Details section, enter your first name,
2. In the Step #1 section, click Create... to create a

Customer to Distributor (C2D) file.
3. Email the C2D file to your local CaseWare Analytics

Partner.
In your email, include a description of your intent,

such as license activation. Your CaseWare Analytics
Partner will email you back a Distributor to Customer
(D2C) file.
4. Save the D2C file to your machine.
5. In the Step #2 section, click the Browse button.

Navigate to and select the D2C file.
6. Click Activate.
A message appears indicating that your license has been activated.
c. Click OK.
35
10. Restart Prompt
require a reboot.
Activating the IDEA License After Installation

If you did not activate the IDEA license during the installation, you can activate it
at a later time. However, it must be activated before you use IDEA. See Appendix
III: Activating Your License After Installation.
36
Section 4
Installing IDEA Corporate and Corporate License

Manager

IDEA Corporate requires a license management tool to serve multiple users on a network server. The
license management tool, Corporate License Manager (CLM), allows a specified number of named
user IDEA Corporate licenses to be used within an organization. IDEA Corporate can be installed on
as many computers on the network as desired. However, only a selected number of users, whose
Windows accounts are contained in the appropriate Microsoft Active Directory group, are licensed to
use IDEA.
When installing CLM, you must also install the user-interface administration tool, Corporate License
Manager Administration (CLM Admin). CLM Admin can be installed on the machine that hosts CLM or
can be installed on another machine on the network.
CLM Admin manages the IDEA Corporate licenses and servers. You can grant or revoke IDEA
Corporate licenses by adding or removing user accounts on Corporate License Manager.
When an IDEA Corporate license is revoked for a selected user account, it cannot be granted access
again for 60 days. A countdown appears next to the removed user accounts. The list of removed user
accounts is maintained up to the revoked time period even if these user accounts are later removed
from the Active Directory group.
l Any changes to user information in Active Directory, such as changes in a name, is

reflected in CLM Admin.
l When user accounts are removed from the current Active Directory group, CLM Admin
automatically detects the changes at startup. If the removed user accounts were
licensed users, you are prompted to remove them from the Licensed Users list. Clicking
Yes moves the selected user accounts to the Removed Users list and invokes the 60 days
non-access period.
After installing Corporate License Manager, refer to the CLM Admin help system for more information
on using the administration tool.
IDEA Corporate users can use IDEA when connected to the network and can use IDEA when working
remotely. You can check out your IDEA license from the license server for offsite use.
Installation Deployments
l CLM, CLM Admin, and IDEA Corporate may co-exist on the same computer.
l CLM and CLM Admin may be installed on different machines on the network.
l IDEA Corporate, CLM, and CLM Admin may be installed on a virtual machine.
l Corporate License Manager cannot be installed on a Citrix or terminal server.
l If you have IDEA installed, uninstall your current IDEA software:
l IDEA Corporate
l Corporate License Manager (including Corporate License Manager Administration)
l Create a Microsoft Active Directory group that contains the named users that could potentially
be licensed IDEA users.
Only these named users will have access to IDEA . For assistance, contact your network
administrator.
l It is highly recommended to create a new Microsoft Active Directory group for

licensed IDEA users; however, you may use an existing Microsoft Active Directory
group as long as the named users who will access IDEA are contained in the group.
l Users in the Microsoft Active Directory group may come from multiple domains.
For assistance on adding users from multiple domains to one Microsoft Active
Directory group, refer to Microsoft documentation.
l Create a domain service account that will be used to run CLM .
This account must have domain user privileges. You will be prompted to enter the login
credentials for this account during the installation process for CLM. For assistance, contact your
network administrator.
l Ensure that the port you will use for CLM is open. CLM communicates through port 8751, by
default.
38
Section 4: Installing IDEA Corporate and Corporate License Manager
Installation Process
Step 1: Installing Corporate License Manager (CLM)
Step 2: Installing IDEA Corporate
39
Step 1: Installing Corporate License Manager (CLM)
IDEA Corporate requires Corporate License Manager (CLM) to manage IDEA licenses. CLM must be
installed on only one machine in the network and is usually installed by your IDEA Administrator or IT
Department.
Your CLM license lets you install CLM as well as Corporate License Manager Administration (CLM
Admin). You can install these two components on the same machine or on different machines within
the network.
You must activate your CLM license in order to use CLM and IDEA. You can choose to activate your
license during the installation or at another time. There are two ways to activate your license:

To install Corporate License Manager:
In the License key field, enter your Corporate License Manager (CLM) license key and
then click OK.
40
6. Custom Setup Screen
You can specify which components to install on the machine. By default, both the CLM
and CLM Admin are set to be installed on the same machine.
a. Accept the default to install both components or set parameters to only install one
component.
If you prefer to install CLM Admin on a different machine, click the drop-down
arrow adjacent to CLM Admin and click This feature will not be available. An
X will appear adjacent to the CLM Admin component.
Installing CLM Admin on a Different Machine

Follow the same instructions outlined for installing CLM including:
l Use the CLM license key.
l In the Custom Setup Screen, ensure that CLM is set as not available
and only CLM Admin is set as being installed.
l You will need to enter the IP address (or computer name) and port of
the machine hosting CLM.
b. Accept or change the destination folder. Click Change... to change the default
destination folder.
c. Optionally, click Space to verify that enough disk space is available.
d. Click Next.
7. Corporate License Manager Service Account Screen
a. Enter the account name and password of the domain service account under which
CLM will run.
b. Optionally, select the Skip Service Account validation check box.
This option is useful if you are installing CLM on a secure network segment where
the domain controller has not been listed within the DNS for security reasons.
c. Click Next.
8. Active Directory User Group Screen
Enter the name of the Microsoft Active Directory group that will be used by CLM. Click
Next.
41
9. Corporate License Manager Configuration Screen
Accept the default port number (8751) or specify another port number that will be used
by CLM and then click Next.
If you change the default port number for the CLM, the same port number you
specified here must be specified during the IDEA installation when you are
prompted to enter the port number for the CLM.
Click Install.
42

method
2. Click Activate.


Partner.

(D2C) file.

6. Click Activate.
c. Click OK.
43
Activating the CLM License After Installation

If you did not activate the CLM license during the installation, you can activate it
at a later time. However, it must be activated before licensed users can use IDEA.
See Appendix III: Activating Your License After Installation.
Specifying Licensed Users

Before users can access the IDEA Corporate, you must specify which users are
licensed to use IDEA. You must use Corporate License Manager Administration to
specify users. For details on using Corporate License Manager Administration,
refer to the online Help accessible from the Corporate License Manager
Administration window.
13. Go to Installing IDEA Corporate.
44
Step 2: Installing IDEA Corporate

Once CLM is installed, IDEA Corporate can be installed on as many computers as required although it
may only be used by selected licensed users specified in CLM Admin.
To install IDEA Corporate:
In the License key field, enter your IDEA Corporate Users license key and then click
OK.
Manual Upgrade
Enter your current IDEA Corporate Users license key.
6. Corporate License Manager Configuration Screen
Enter the IP address (or computer name) and port of the computer hosting Corporate
License Manager and then click Next.
The default port for Corporate License Manager is 8751. If you changed the port
while installing Corporate License Manager, be sure to enter the same port
number in this step.
Click Install.
45
10. Restart Prompt
require a reboot.
46
Section 5
Installing IDEA Concurrent and SafeNet License

Manager

IDEA Concurrent works in conjunction with a license management tool to serve multiple users on a
network. The license management tool, SafeNet License Manager (SLM), allows a specified number
of floating IDEA Concurrent licenses to be used within an organization. IDEA Concurrent can be
installed on as many computers on the network as desired, but simultaneous usage is limited to the
number of purchased licenses.
IDEA Concurrent users can only use IDEA when connected to the network.
Segmented Networks
If you have installed SLM and IDEA Concurrent on a segmented network, you must complete
the steps in Appendix V: Using IDEA on a Segmented Network.
Installation Deployments
l SLM and IDEA Concurrent may co-exist on the same computer. They must both be the same
encoding (e.g., ASCII) and version (e.g., v10.3).
l SLM and IDEA Concurrent may be installed on a virtual machine.

l On the machine that will host SLM, to allow TCP/IP communication between SLM and the
computers where IDEA Concurrent is installed, port 1947 must be open.
l It is recommended that the server host for SLM have a static IP address.
l If you have IDEA Concurrent installed, uninstall your current IDEA software: SLM and IDEA.
Installation Process
Step 1: Installing SafeNet License Manager
Step 2: Installing IDEA Concurrent
48
Section 5: Installing IDEA Concurrent and SafeNet License Manager
Step 1: Installing SafeNet License Manager (SLM)

IDEA Concurrent uses SafeNet License Manager (SLM) to manage IDEA licenses. SLM must be
installed on only one machine in the network and is usually installed by your IDEA Administrator or IT
Department.
You must activate your SLM license in order to install and use IDEA Concurrent. You can choose to
activate your license during the installation or at another time. There are two ways to activate your
license:

To install SafeNet License Manager:
In the License key field, enter your SafeNet License Manager (SLM) license key and
then click OK.
49
Click Install.

method
2. Click Activate.


Partner.

(D2C) file.

6. Click Activate.
c. Click OK.
50
Activating the SLM License After Installation

If you did not activate the SLM license during the installation, you can activate it
at a later time. However, it must be activated before you install IDEA Concurrent.
See Appendix III: Activating Your License After Installation.
9. Go to Installing IDEA Concurrent.
51
Step 2: Installing IDEA Concurrent

Once SLM is installed, IDEA Concurrent can be installed on all required machines within the network.
To install IDEA Concurrent:
In the License key field, enter your IDEA Concurrent Users license key and click OK.
6. IP Address of SLM Screen
Enter the IP address of the computer hosting SafeNet License Manager and then click
Next.
Click Install.
10. Restart Prompt
require a reboot.
52
Segmented Networks
If you have installed SLM and IDEA Concurrent on a segmented network, you must complete
the steps in Appendix V: Using IDEA on a Segmented Network.
53
Section 6
Installing IDEA Site License
IDEA Site License is a full version of IDEA that is customized to be branded with a client’s
information. For example, all reports generated from IDEA Site License are watermarked with the
client’s information.
To install IDEA Site License:
Click Install.
8. Restart Prompt
IDEA installs Microsoft C++ redistributable packages (prerequisite software), if they

are not already installed on your machine. Due to these installations, some machines
may require a reboot.
56
Section 7
Installing IDEA Educational
IDEA Educational is a fully functional version of IDEA with capability to analyze up to 5,000 records.
It is used in educational institutions and can be installed on multiple computers.
The IDEA Educational license key that is provided does not expire.
When importing a file, IDEA Educational only imports the first 5,000 records.
To install IDEA Educational:
The License key field is pre-populated with your IDEA Educational license.
Accept the default license and click OK.
Click Install.
9. Restart Prompt

58
Section 8
Installing IDEA Demonstration
IDEA Demonstration is available when installing IDEA Corporate, IDEA Concurrent, and IDEA Single
User. IDEA Demonstration can be installed on any computer that meets the required system
requirements. It does not require a license key and does not expire.
You are limited to 1,000 records/database. When importing a file, IDEA Demonstration only
imports the first 1,000 records.
To install IDEA Demonstration:
Leave the License key field blank and then click OK.
3. Confirmation Dialog Box
Click Yes to confirm that you want to install the Demonstration edition.

Click Install.
10. Restart Prompt

60
Appendix I
Updating Your License
This section is only applicable if you have IDEA Single User, Corporate License Manager, or
SafeNet License Manager installed.
The Update IDEA License Tool can be used to update your existing IDEA electronic licenses. For
example, you may want to increase the number of users on your IDEA Corporate or IDEA Concurrent
license or update your IDEA Single User temporary license to extend the expiry date or convert it to
a permanent license.
The update process requires you to send a Customer to Distributor (C2D) file to your CaseWare
Analytics Partner, who will then send you back a Distributor to Customer (D2C) file. The D2C file will
update your license on the current machine.
Your license must be activated before you can update it.
To update your license:
1. Close the Corporate License Manager Administration tool. (IDEA Corporate only)
On the machine Perform the following...

hosting...
IDEA Single User a. From the Windows Start menu (e.g., Windows 10), click All
apps and navigate to IDEA.
or
b. Click Update IDEA License Tool.
SafeNet License
Manager (SLM)
Corporate License a. From the Windows Start menu (e.g., Windows Server 12),
Manager (CLM) navigate to CorporateLicenseManagerAdmin.

3. In the Step #1 section, click Create... to create a Customer to Distributor (C2D) file.
Ensure that the Reclaim license check box is cleared.
4. Email the C2D file to your local CaseWare Analytics Partner.
In the email, include a description of your intent, such as "Update License". Your CaseWare
Analytics Partner will email you back a Distributor to Customer (D2C) file.
5. Save the D2C file to a location on the machine hosting the license you want to update.
6. In the Step #2 section, click the Browse button. Navigate to and select the D2C file.
7. Click Apply Update.
62
Appendix II
Reclaiming Your License
This section is only applicable if you have IDEA Single User, Corporate License Manager, or
SafeNet License Manager installed.
The Update IDEA License Tool can be used to reclaim your Corporate License Manager (CLM),
SafeNet License Manager (SLM), or your IDEA Single User license on the current machine and move
it to another machine. This process requires you to send a Customer to Distributor (C2D) file to your
CaseWare Analytics Partner, who will then send you back a Distributor to Customer (D2C) file.
In the reclaim license process, the D2C file disables the current license on the current machine and
you are provided with a new license key to install and activate the IDEA software on another
machine.
Your license must be activated (usually performed during installation) before you can reclaim
it.
Backing Up the CLM Database

When moving CLM to another computer, it is recommended to backup the CLM database.
However, you may only copy the database once. On a second attempt, CLM will not execute.
Contact your local CaseWare Analytics Partner for further details.
To reclaim your license:
1. Stop the Corporate License Manager service. (IDEA Corporate only)
2. Back up the CLM database. (IDEA Corporate only)
a. On the machine that hosts CLM, navigate to

C:\Users\<user>\AppData\Roaming\CaseWare IDEA.
"<user>" is the account running the Corporate License Manager service.
b. Create a copy of the LicensedUsers.osl file.

On the machine Perform the following...

hosting...
IDEA Single User a. From the Windows Start menu (e.g., Windows 10), click All
apps and navigate to IDEA.
or
SafeNet License
Manager (SLM)
Corporate License a. From the Windows Start menu (e.g., Windows Server 12),
Manager (CLM) navigate to CorporateLicenseManagerAdmin.
4. In the Step#1 section, select the Reclaim license check box.
5. Click Create... to create a Customer to Distributor (C2D) file and save it to a location on your
machine.
In the email, include a description of your intent, such as "Reclaim License". Your CaseWare
Analytics Partner will email you back a Distributor to Customer (D2C) file and new license key.
7. Save the D2C file to a location on the machine hosting the license you want to reclaim.
8. In the Step #2 section, click the Browse button. Navigate to and select the D2C file.
9. Click Apply Update.
Your IDEA software is now disabled on the current machine.
10. Optionally, use Programs and Features in the Windows Control Panel to uninstall the IDEA
software on the current machine.
11. On the new machine, use the new license key to install your IDEA software. You must activate
your new license during installation.
12. Copy the CLM database to the new machine. (IDEA Corporate only)
a. On the new machine that hosts CLM, navigate to

C:\Users\<user>\AppData\Roaming\CaseWare IDEA.
"<user>" is the account running the Corporate License Manager service.
b. Copy the LicensedUsers.osl file from the old machine hosting CLM to the above
location on the new machine.
13. Start the Corporate License Manager service. (IDEA Corporate only)
64
Appendix II: Reclaiming Your License
Changing the Corporate License Manager Location (IDEA Corporate Only)

After you have moved CLM to another machine, you must point IDEA Corporate and Corporate
License Manager Administration (if applicable) to the new CLM location. See Appendix IV:
Updating Corporate License Manager Location.
65
Appendix III
Activating Your License After Installation
At the time of installation, perhaps due to lack of internet connection, you may have chosen not to
activate your license. You can run the IDEA Electronic Activation Tool to activate your license at a
more convenient time. You must activate your license in order to use IDEA.
For IDEA Concurrent users, the SafeNet License Manager license must be activated before you
install IDEA.
There are two activation methods:
To activate your license:
Edition Do the following...
IDEA Corporate On the machine that hosts Corporate License Manager, navigate to
\CaseWare IDEA\CorporateLicenseManager.
IDEA Concurrent On the machine that hosts SafeNet License Manager, navigate to
\CaseWareIDEA\Software License.
IDEA Single User On each machine that IDEA is installed, navigate to \CaseWare
IDEA\IDEA.
2. Double-click IdeaElectronicActivationTool.exe.
The Electronic License Activation dialog box appears.
3. Select the preferred method of activation and click Next.
4. Enter your activation information.

method
Activate online 1. In the User Details section, enter your first name, last name,
and email address.
2. Click Activate.
Activate offline 1. In the User Details section, enter your first name, last name,
and email address.
2. In the Step #1 section, click Create... to create a Customer to

Distributor (C2D) file.
In your email, include a description of your intent, such as license

activation. Your CaseWare Analytics Partner will email you back a
Distributor to Customer (D2C) file.
5. In the Step #2 section, click the Browse button. Navigate to and

select the D2C file.
6. Click Activate.
A message appears indicating that your license has been successfully activated.
5. Click OK.
68
Appendix IV
Updating the Corporate License Manager Location
This section is only applicable if you have IDEA Corporate installed.
If you move Corporate License Manager (CLM) to another machine after the initial installation, you
must point IDEA and Corporate License Manager Administration (CLM Admin), if installed on a
different machine other than the machine hosting CLM, to the new CLM location. This is done through
the Corporate License Manager Configuration tool.
To update the Corporate License Manager location:
1. Access the Corporate License Manager Configuration dialog box:
On the machine that hosts... Do the following...
Corporate License Manager a. From the Windows Start menu, navigate to

Administration (CLM Admin) only CorporateLicenseManagerAdmin.
b. Right-click Corporate License Manager

Configuration and select Run as administrator.
c. Go to step 2.
IDEA only a. From the Windows Start menu, navigate to IDEA.
b. Right-click Corporate License Manager

Configuration (IDEA) and select Run as
administrator.
c. Go to step 2.
Both IDEA and CLM Admin You must perform the steps for both scenarios above.
2. Enter the IP address (or the computer name) and the port number of the new computer hosting
CLM.
3. Click OK.
Appendix V
Using IDEA on a Segmented Network
This section is only applicable if you have IDEA Concurrent installed.
When installing IDEA Concurrent and its accompanying SafeNet License Manager (SLM) component
on separate sub-networks, you must ensure that IDEA can communicate with SLM.
To ensure proper communication, complete the following steps:
1. On the machine that has IDEA Concurrent installed, open your web browser and in the address
bar, enter http://localhost:1947.
The Sentinel Admin Control Center page appears.
2. From the Options tab, click Sentinel Keys.
3. Verify that your IDEA Concurrent license appears in the list. If it is not in the list perform the
following steps.
4. From the Options area, click Configuration.
5. Click the Access to Remote License Managers tab.
6. Select the following two check boxes:
l Broadcast Search for Remote Licenses
l Aggressive Search for Remote Licenses
7. In the Specify Search Parameters box, enter the IP address or the name of the computer on
which SLM is installed.
8. Click Submit. Allow a few minutes for the changes to take effect.
9. From the Options tab, click Sentinel Keys.
10. Verify that your IDEA Concurrent license appears in the list.
Appendix VI
Performing a Silent Install
l The upgrade process cannot be completed through a silent install.

l Your user account must have local Administrator privileges on the computer on which
you will run the silent install command.
l The User License Agreement is unavailable for viewing during the silent install
procedure. If you do not agree to the terms in the User License Agreement, do not
perform a silent install of IDEA.
Commands
Edition Command
IDEA Corporate Setup.exe /s <license key> CORPORATE_LICENSE_SERVER_NAME=<CLM server name>

ACCEPTEULA=1
IDEA Single User Setup.exe /s <license key> ACCEPTEULA=1
IDEA Concurrent Setup.exe /s <license key> HASPLMSERVERIP=<IP of SLM> ACCEPTEULA=1
IDEA Setup.exe /s <license key> ACCEPTEULA=1

Demonstration
Note: The license key can be found in the idea.bin file, which is located in the root directory of the IDEA
installation package. This file can be opened in Notepad. This license key is only required for the silent
install.
IDEA Educational Setup.exe /s <license key> ACCEPTEULA=1
Note: The license key can be found in the idea.bin file, which is located in the root directory of the IDEA
installation package. This file can be opened in Notepad. This license key is only required for the silent
install.
IDEA Site License Setup.exe /S /v" /qn /norestart ACCEPTEULA=1

Optional Parameters
Mode Command
IDEA Server Only Mode ENFORCESOM=”true”
(IDEA Corporate and IDEA Site License Only) Note: This command is case sensitive.
Corporate License Manager Server Port CORPORATE_LICENSE_SERVER_PORT=XXXX
Exit Codes
IDEA 10 silent installs support exit codes. Exit codes tell the Administrator the status of the
installation.
To display an exit code at the end of the installation, prefix the command line with:
start /wait
Exit codes are returned in the following format:
echo Exit Code is %errorlevel%
The four most commonly returned exit codes are:
Exit Code Explanation
-4 Invalid command line
-3 Installation canceled by user
-1 General error
0 Installation successfully completed
74

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What are the system requirements for installing IDEA?

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What are the steps to upgrade IDEA?

What are the steps to upgrade IDEA?

CA301

IDEA is distributed under an exclusive license by:

CaseWare IDEA Inc.

IDEA® is a registered trademark of CaseWare International Inc.

CA301 IDEA Installation Guide

Using the CaseWare Analytics Support Portal 26

l IDEA 10.3 software (by CD or downloadable file)

l License (for licensed editions)

l Which edition of IDEA do I have?

l Should I upgrade or do a full install?

l Full installation instructions

l Section 3: Installing IDEA Single User

l Section 4: Installing IDEA Corporate and Corporate License Manager

l Section 5: Installing IDEA Concurrent and SafeNet License Manager

l Section 6: Installing IDEA Site License

l Section 7: Installing IDEA Educational

l Section 8: Installing IDEA Demonstration

l Report Reader Tutorial

l Advanced Statistical Methods Case Study

l CaseWare Analytics Support Portal or contact the Support team at

l Contact your local CaseWare Analytics Partner

Supported Windows Operating Systems

Product Windows Windows Server

7 8.1 10 2008 2008 R2 2012 2012 R2 2016

IDEA Single User ü ü ü

IDEA Site License ü ü ü ü ü ü ü ü

Corporate License Manager (CLM) ü ü ü x64 only ü ü ü

SafeNet License Manager (SLM) ü ü ü x64 only ü ü ü

Update IDEA License Tool ü ü ü x64 only ü ü ü

Visualization Feature Requirements

Archiving Large Desktop Projects

l Microsoft .NET Framework 4.5.2

l Microsoft Office Access Database Engine 2010

l Microsoft SQL Server Compact 3.5 SP2

l Microsoft Visual C++ 2005 SP1 Redistributable Package

l Microsoft Visual C++ 2010 SP1 Redistributable Package

l Microsoft Visual C++ 2013 Redistributable Package

l Microsoft Visual C++ 2015 Redistributable Package

Hardware Minimum Recommended

Processor Dual core 2 GHz Dual core 3 GHz or higher

Disk Space 5 GB 500 GB

CaseWare Passport Accessibility

l CaseWare Working Papers:

l IDEA is compatible with CaseWare Working Papers 2016 or later.

l IDEA only supports a single implementation of CaseWare Working Papers. Concurrent

Windows 8.1 Update and Windows 10 Users

Product Virtual Remote *Citrix/Terminal

IDEA Single User û û û

IDEA Site License ü ü ü

IDEA SafeNet License ü ** ü û

IDEA Corporate License ü ü û

Multiple CaseWare Products

Can Corporate License Manager1 + IDEA Corporate

Corporate License Manager1 + IDEA Server2

SafeNet License Manager + IDEA Concurrent

IDEA3 + IDEA Server Administration