Directions for Setting up Remote Desktop Connection for PC:

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1 Directions for Setting up Remote Desktop Connection for PC: BEFORE YOU BEGIN, MAKE SURE YOU HAVE: COMPUTER NAME USERNAME TEMPORARY PASSWORD 1 4/19/2016

2 Creating a Shortcut to your Concourse Hosting remote desktop To Begin: 1. On a Windows 7, 8 or 10 computer*, click Start in the lower left corner. 2. In the search for programs and files field, type remote desktop 3. Double click on the Remote Desktop Connection program to open and you will see the screen on the right 4. Click Options dropdown (as shown on image at right) *note: Concourse does not support Windows XP 4/19/2016 2

3 Enter Credentials 1. Enter credentials given to you in the Computer field. For example xxxxx.concoursehost.com NOTE: do not type in xxxxx This is a placeholder for the organization abbreviation we have given you. If you don t know it, ask us. 2. Enter credentials in User Name field. For example xxxxx\ and then enter actual user s name after the \ For example xxxxx.concoursehost.com xxxxx\ajones User Name: xxxxx\ajones It must be a backslash. Do not use spaces. These fields are NOT case sensitive 4. Do NOT click Allow me to save credentials 5. Go to next page 4/19/2016 3

4 Display tab 1. Click the Display tab and set slider to Large 2. In the Colors section, choose Highest Quality (32 bit) from the dropdown. Next page 4/19/2016 4

5 Local Resources tab 1. Click Local Resources tab 2. Make sure Printers and Clipboard are checked like you see in the photo at right 3. More at bottom of window Next page 4/19/2016 5

6 Allow your Remote Desktop Connection to see your local or network drives 1. Uncheck Smart Cards, 2. Check Drives. 3. Window should look like example on right, 4. Click OK Next page 4/19/2016 6

7 Experience tab 1. Click Experience tab 2. Select WAN from dropdown list. 3. Click the General again when finished Next page 4/19/2016 7

8 General tab 1. From General tab, Click Save As Next page xxxxx.concoursehost.com xxxxx\ajones 4/19/2016 8

9 Save As Screen 1. Choose Desktop 2. Make the File Name: Concourse Hosting 3. Click Save 4/19/2016 9

10 Log in with new shortcut Step #3 1. Don t click Connect here. Instead, CLOSE the Remote Desktop Connection window using the RED X in the upper right corner. You ve configured and saved a link on the desktop. We want to locate and verify that shortcut we just created works properly. xxxxx.concoursehost.com 2. Find the new shortcut where you saved it, and double click it to connect to the Concourse Hosting remote desktop. 3. The first time a user logs in, you ll probably get the screen you see on the right. Check Don t ask me 4. Now you can Click Connect 4/19/

11 Windows Security Screen Here is where you enter the temporary password ajones 1. This field will appear with the user s username already entered, whatever that is 2. Enter your temporary password, given to you by your organization s account administrator. 3. Do NOT check Remember my credentials 4. Click OK 4/19/

12 Create new Password when prompted 1. The screen on the right will appear. Click OK 2. This screen appears next. Enter your new password in boxes #2 and #3. Password Rules: At least 7 characters long At least 1 number At least 1 special character At least 1 letter must be capitalized Password cannot contain any form of your user name Password cannot be one of the last 6 passwords used 3. Click the blue arrow when finished. This is the temporary password you first entered blanked out xxxxx\ajones xxxxx\ajones 4/19/

13 Welcome! Your new remote desktop looks something like this 4/19/

14 Remove unneeded taskbar icons Note: You may or may not have to do this step for the user If you see the following two icons in the taskbar, remove them by: 1. Hovering your mouse over each one 2. Right click 3. Choose unpin from taskbar. 4/19/

15 Orient the user Note: To log into RE, you must have one of two things If your account administrator has decided to use RE7 credentials, you must have your RE user name and RE Password If your account administrator is using Windows Authentication, they must have linked your Windows credentials with your RE credentials. The instructions below, assume Windows Authentication is being used. Open RE or FE by double clicking the icon. Choose your database name. Show the user whatever you like in the program, then show them how to shut down properly Go to File and Exit and Sign Out of the software (shown at right) This cleanly logs the user out of RE or FE and opens up their seat. It completely ends their work session and should be done before logging off the server (page 17) 4/19/

16 Tool Bar Locate the Tool Bar at the top of the screen. L to R: Minimize, Shrink, and X NEVER LOG OUT USING THE X in the RDP toolbar This may be new for some of your users, but it is important to retrain them and emphasize this! 4/19/

17 Properly Logging Out of the Concourse Hosting Desktop Finally, show them how to log out of their Remote Desktop Connection properly always go to Start, then Log Off This disconnects the user from your remote server. 4/19/

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