Accessing your Rightworks Desktop is a simple process when you use the Rightworks Setup Wizard.

Follow these steps to install the Remote Desktop Program and configure your desktop.

1. On your internet browser, log in to the AppHub portal for Rightworks.

   Tip  Your the AppHub portal for Rightworks login is set up during the initial activation of your Rightworks account. See Rightworks - Initial Activation for details.

2. On the left, choose My Apps.

3. On the right, choose Download Setup Wizard.

4. Select your computer platform by clicking the Mac icon on the right.

5. The wizard will begin to download. If it does not open automatically, you may need to double-click on the download to launch the wizard. The download will appear as a .dmg file.

6. You will get an error message from Mac saying that the file cannot be opened. Click OK.

7. Click on the Apple icon at the top left of your desktop.

8. Select System Preferences. The system preferences window opens displaying a variety of options.

9. Select Security and Privacy. A pop-up window will display with four tabs.

10. On the General tab, there will be a section that says ""SetupWizard" was blocked from use because it is not from an identified developer." Verify that is says "Setup Wizard." Click Open Anyway.

11. Another pop-up will display. Click Open.

12. The Rightworks Setup Wizard opens. Click Next.

13. The wizard will check system prerequisites. When it finishes, click Next.

14. Enter in your Rightworks account credentials to sign in.

15. Mark the box to upload files as yes if you want to upload files during this process. You can always upload files later.

    Caution  If there is no hosting package assigned to the user, the setup user will display an error message and you will be unable to continue. Contact your Account Owner or Account Admin to verify your access.

16. Choose files to upload (optional). See Rightworks - Uploading Backup File if uploading files later.

17. Click Next to continue.

18. The wizard will begin configuring your desktop shortcut and installing TSPrint and TSScan which will allow you to easily print from or scan to the RN desktop and Drake applications.

    Note  You may have to allow the installation of these programs depending on your computer security and anti-virus settings.

19. Click Finish when it has completed.

20. You will see a pop-up that tells you to Install RDC Client. This is required on a Mac computer, as the remote desktop client is not automatically installed by the OS. Click OK.

21. This will open the Mac App store to the most recent version of Microsoft Remote Desktop. Click to download and install the app.

22. When the app launches, click the + button and then Add PC.

23. In the Add PC window, the PC name is your server address.

24. Contact Drake Support if you do not have this server address available.

25. The Friendly name field can be used to name the shortcut something easy to recognize such as "Rightworks."

26. Next you will need to add your User account, by clicking Add User Account.

27. Enter your Rightworks credentials and click Save.

28. Click Save.

29. On your task bar you should see the remote desktop icon. Right-click on the icon and go to Options to enable the setting Keep in Dock.

Click the remote desktops icon to launch your Rightworks Desktop. Your installed applications should display. If you do not have any icons, logoff of your Rightworks Desktop and check to see what applications have been chosen on the AppHub portal for Rightworks. See Rightworks - Installing Applications for details on installing applications. Note that only certain user roles have access to install their own applications. Some users may need to contact the Account Owner or Account Admin for assistance.

Dual monitors

If you use more than one monitor, you may want to extend the display of your Rightworks Desktop across all monitors. This is not enabled by default. For steps on enabling this setting, see Rightworks - Uploading Backup File.

Additional Devices

If you use additional "plug-and-play" devices such as card readers, signature pads, scanners, and printers, ensure that the remote session has access to those devices. This setting is enabled by default when you install the Rightworks connection via the setup wizard, but should be checked if you experience any issues with using your device. To enable this setting, do the following:

1. Log off of your Rightworks Desktop by double clicking on the logoff icon.

   Important  Do not simply close the remote session window. Always use the log off icon to ensure that you have properly ended your session. You can also right click on the Start menu in the Rightworks Desktop and choose sign out.

2. Right click on the Rightworks icon on your local desktop.

3. Choose Edit.

4. Go to the Local Resources tab.

5. Under Local devices and resources, click More.

6. Check the box Other supported Plug and Play (PnP) devices.

7. Click OK.

8. Click on the General tab.

9. Click Save.

Login Issue

Some users have reported issues, including the message "invalid credentials," when trying to launch the RDP if they use a fingerprint scanner or password manager on their local computer. You will need to manually enter your login credentials for the Rightworks Desktop instead of attempting to use a fingerprint scanner or password manager.

Requested Session Access Denied

The message "The requested session access is denied" is resolved by following these steps:

1. Click OK.

2. Close out of the Rightworks session (if it is still open).

3. On the Microsoft Remote Desktop screen, locate the Rightworks desktop and choose Edit from the menu.

4. Uncheck the option Connect to an admin session.

5. Click Save.

6. Relaunch the Rightworks desktop.