Audimation Services has been acquired by Caseware International Learn More.
We understand working conditions have changed given the ongoing developments of the Coronavirus (COVID-19).
The IDEA Help Desk is available to assist you in installing and/or troubleshooting IDEA for remote access to minimize disruption to your work. Please contact us for assistance.
[email protected] | 888.641.2800 x4
We respond to calls and emails in the order they are received
Inquiries received after hours or on holidays will be handled first-thing the next business day
Please leave a voice message when calling so we can return your call promptly
Your data security is our top priority. We use a secure file-sharing site to upload files and use password-protected folders. We also provide web-based meetings for personalized assistance.
24/7 access to a cache of resources including:
How-to videos and on-demand webcasts
Free downloads, @functions, and IDEAScripts
Global user forums
Product documentation and more! Supported IDEA users have unlimited access to Passport—simply create a username and login for 24/7 access.
There are a few ways that you can get access to your IDEA software installation files.
From our software delivery team:
Our delivery team sends an email containing a text file when the software is first purchased. This file contains your IDEA license keys and a URL printed at the top. To download your software, simply copy the URL and paste it into the navigation bar of any web browser. This will take you to a page where you can download the software. The URL in this file is only good for 30 days. If it has been longer than 30 days since you ordered IDEA, this method will not work for you.
From the CaseWare Passport support site:
Supported users have access to the CaseWare support site. Among other features, you can also download the IDEA software from this site. Open any web browser and go to https://support.casewareanalytics.com. Enter your email address and password then click Log In. If you don’t already have an account, you can create one by clicking the “Create your account” link on that page. Once logged in, click Downloads > Download IDEA to get access the latest version of the software.
From the Help Desk:
You can also contact the Help Desk to get a download link. Simply email your request to [email protected]. Be sure to include your name and company name. We can quickly generate a link and send it to you. Help Desk hours are 7 AM - 7 PM Central, Monday through Friday.
There are two methods to get your Marketplace apps; through the Marketplace website or through the IDEA application. Note that Marketplace apps are license-specific. You will only be able to install Marketplace apps in the installation of IDEA that has a license matching your app.
Getting apps through the Marketplace website.
Open any web browser and navigate to https://us.marketplace.audicon.net/
Click Log In.
Log in with your Marketplace account. Note that the Marketplace login is user specific. Only the Marketplace account holder will be able to access the account. If you aren’t sure who the account holder is for your company, please contact the helpdesk for assistance.
Click on Media Library. You should see a list of your available downloads.
Download the most recent version of your app. It should download as a .dpack file.
Open IDEA.
Click SmartAnalyzer > Management > Import Apps.
Click the browse button (…).
Select the .dpack file.
Click Start Import Process. You should get a message indicating that the import has completed.
Getting apps through IDEA.
Open IDEA.
Click SmartExporter > Marketplace.
Click Log In.
Log in with your Marketplace account. Note that the Marketplace login is user specific. Only the Marketplace account holder will be able to access the account. If you aren’t sure who the account holder is for your company, please contact the helpdesk and we’ll help you get that information.
Click on Media Library. You should see a list of your available downloads.
Download the most recent version of your app. The app should download and install automatically.
Only 1 user, each account will have a Marketplace login. They are generally the “primary contact” for the account & will either receive the DPACK file directly or an email from Marketplace when it is time to download a fresh copy each year. They will need to download and make the file(s) available to the other users.
EACH USER will need to go to the SmartAnalyzer tab in IDEA
First click on MANAGEMENT, APPS
Import Apps - if installing a new DPack/App
Display Apps - if having problems or updating (check for expired apps)
MANAGEMENT, UPDATES
Import Updates - if installing a new version of a DPack (see Import Apps)
Installed Updates - to review what has been installed
The License Reclaim process is required to move an SEL from one computer to another. This process will deactivate the license on the old installation and generate a new key that can be used to install IDEA on the new computer. Here are the steps to reclaim a license. Do this on the machine where you are moving IDEA from:
Open the Update IDEA License Tool (if the Update IDEA License Tool is not already installed, you can find it in the IDEA installation package under the 32 Bit Apps/Utils folder)
Check the Reclaim License checkbox in Step 1 of the Update IDEA License Tool
Click Create. A window will appear prompting you to save a .c2d file
Name the file with the name of your company and save it to your computer
Email the file to [email protected]. Make sure that you include “License Reclaim” in the subject line and include the reason for the reclaim in the body (we have to document it in our records).
We will process the .c2d file then send you a new license and a .d2c file. You’ll use the .d2c to remove the license from the old machine.
Save the .d2c to the old computer
Open the Update IDEA License tool
Click the ellipses (…) button in Step 2
Browse for and select the .d2c
Finally, click Apply Update
Then you can uninstall IDEA from the old machine and use the new license to get IDEA installed on the new one.
Moving the IDEA client.
There is no need to reclaim a license if you just need to move the desktop client portion of your Concurrent IDEA license to a new computer. Simply install IDEA in the new location using the IDEA Concurrent Users key.
Moving the SafeNet License Manager.
If you need to move the SafeNet License Manager (SLM) to a new computer, then we’ll need to assist you with reclaiming the license. This process will deactivate the license on the old machine and generate a new key that we can use to install the SLM in the new location.
Do this on the machine where you are moving the SafeNet License Manager from:
Open the Update IDEA License Tool.
Check the Reclaim License checkbox in Step 1.
Also in Step 1, click Create. A window will appear which will allow you to create a .c2d file
Name the file with the name of your company and save it to your computer.
Email the file to [email protected]. Make sure that you include “License Reclaim” in the subject line and include the reason for the reclaim in the body (we have to document it in our records).
We will process the .c2d file then send you a new license and a .d2c file. You’ll use the .d2c to remove the license from the old machine.
Save the .d2c to the old computer.
Open the Update IDEA License tool.
Click the ellipses (…) button in Step 2.
Browse for and select the .d2c
Finally, click Apply Update.
Then you can uninstall the SafeNet License Manager from the old machine and use the new license to install it on the new one.
If you don’t already have the Update IDEA License Tool installed on the old license manager machine, you can find it in the IDEA install files under the 32 Bit Apps/Utils folder. Or you can just email us here at the helpdesk and we can send you a link for it.
Pointing the IDEA clients to the new license manager.
Assuming the IP address for the new license manager server is different from the old one, you’ll need to update the clients to find it. Here are the steps to point the IDEA clients to the new license manager.
Log onto the client machine, open any web browser and go to http://localhost:1947/_int_/config_to.html.
If the license manager is on a different subnet, make sure that all three checkboxes are selected. If it’s on the same subnet, just leave the first checkbox selected.
Update the IP address in the field next to “Remote License Search Parameters”. The new IP address should match the IP of the machine where you installed the new License Manager.
Click Submit.
It normally takes about a minute for these changes to take effect. This process would need to be completed on each machine where the IDEA client is installed.
The SEL version of IDEA takes a snapshot of certain hardware elements during installation. If any of those details change for any reason, the license service thinks that it is being copied and you will start getting an error when you try to open IDEA.
This could be caused by a simple hardware change such as a motherboard upgrade or moving the hard drive to a new pc. We also see this occur sometimes when an image is taken on one computer and then restored to a new one. In both cases, IDEA will see the change in hardware and think that it has been “cloned”.
Here are the steps to clear the error.
Open the Update IDEA License Tool. (The Update IDEA License Tool should already be installed. If it’s not, you can find the installer for it in the IDEA install files under the 32 Bit Apps/Utils folder.)
DO NOT check the Reclaim License checkbox in Step 1.
Click Create. A window will appear which will allow you to create a .c2d file.
Name the file with the name of your company and save it to your computer.
Email the .c2d file to [email protected]. Be sure to include a description or screenshot of the error message in the body of the email. We’ll process the .c2d file and send you a .d2c file and a new license key.
Open the Update IDEA License tool.
Click the ellipses (…) button in Step 2.
Browse for and select the .d2c.
Finally, click Apply Update.
Uninstall IDEA.
Re-install IDEA with the new key.
When the SafeNet License Manager is installed, it takes a snapshot of certain hardware elements of the host. If any of those details change for any reason, the license service thinks that it is being copied and your users will get an error when they try to open IDEA.
The most common cause is when the license manager is installed in a virtual server that has changed hosts due to load balancing or failover but there are other possible changes that could trigger the error.
If possible, the easiest solution is to simply move the virtual machine back to the original host. If that isn’t an option or if it doesn’t resolve the error, contact the IDEA Help Desk for assistance. Here are the steps to follow, which should be completed on the machine where the SafeNet License Manager is installed.
Open the Update IDEA License Tool. (The Update IDEA License Tool should already be installed on the machine where the license manager is running. If it’s not, you can find the installer for it in the IDEA install files under the 32 Bit Apps/Utils folder.)
DO NOT check the Reclaim License checkbox in Step 1.
Click Create. A window will appear which will allow you to create a .c2d file.
Name the file with the name of your company and save it to your computer.
Email the .c2d file to [email protected]. Be sure to include a description or screenshot of the error message in the body of the email. We’ll process the .c2d file and send you a .d2c file and a new license key.
Open the Update IDEA License tool.
Click the ellipses (…) button in Step 2.
Browse for and select the .d2c.
Finally, click Apply Update.
Uninstall the SafeNet License Manager.
Re-install the SafeNet License Manager with the new key.
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. For Windows 10, it is also recommended to enable the Override high DPI scaling behavior feature and select scaling performed by System. To enable this feature, access the Properties dialog box for idea.exe and click Change high DPI settings on the Compatibility tab.
Find C:\Program Files (x86)\CaseWare IDEA\IDEA\IDEA.exe, right click and select Properties, go to the Compatibility tab, tap "Change high DPI settings", in next dialog check "Override high DPI scaling behavior", set Scaling performed by = System (not System [Enhanced]). This can be done for one or all users.
You can set a default font in IDEA Options, then using the Reset function in the grid to adjust each existing DB do the new font settings. Check DEFAULT FONT under FILE-OPTIONS. The changes will take effect only on newly-imported databases.
This zoom method will change the size of the text inside the database only (not headings) suggested ctrl + mouse wheel.
I would like to compliment the IDEA Help Desk for the outstanding service that we have received. They have worked tirelessly to help us work out problems with some of our scripts and show us solutions to allow us to use IDEA more effectively. They have been very responsive to all our questions and has kept working on some of the more difficult problems that we have had until he found solutions. As a small customer with just a few licenses, I would never have believed that we would receive this level of service and help.
- Mike Willis, CPA, CIA, CFE, Asst. Director
Minneapolis/St. Paul International Airport
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