Apple User Supplement
How to Select and Install Suitable RDP Clients on Apple devices including Mac, iPad and iPhone
06/14/14 Apple Supplement - RDP Clients Page 1 of 24 Table of Contents A. Introduction...... 3 1. Overview...... 3 2. Remote Desktop Protocol (RDP)...... 3 3. Selecting an RDP Client...... 3 a. Operating Systems...... 3 b. Features...... 4 c. Comparison...... 4 d. Recommendations...... 5 B. For Apple Desktop and Laptop Computers...... 6 1. 2X RDP for Mac OS X...... 6 a. Installing 2X RDP on Mac OS X...... 6 b. Running 2X RDP on Mac OS X...... 9 2. Microsoft Remote Desktop for Mac OS X...... 10 a. Installing Remote Desktop on Mac OS X...... 10 b. Running Remote Desktop on Mac OS X...... 13 c. Using Remote Desktop to print to local folder on Mac OS X...... 15 C. For Apple Mobile Devices...... 18 1. 2X RDP for iOS...... 18 a. Installing 2X RDP on iOS...... 18 b. Running on iOS...... 21
Acknowledgement With thanks to Bob Eagles for taking the worm out of the Apple for us!
06/14/14 Apple Supplement - RDP Clients Page 2 of 24 A. Introduction
1. Overview This document explains how to access the BCMCtutor program from an Apple device, e.g. a MacBook or an iPad. (The same general principles also apply to other non-Windows devices, such as Android smartphones, although implementation details will vary.) To access the BCMCtutor program, which runs on a Windows server in the cloud, you need to have an “RDP Client” application on your local device. RDP client applications are widely available but their features vary. This document explains what to look for when choosing an RDP client for your device, and how to go about installing and running it.
2. Remote Desktop Protocol (RDP) An RDP client uses Remote Desktop Protocol (RDP), a proprietary protocol developed by Microsoft, to log into a remote server and present the remote session as if it were actually running on the local device. More information on RDP can be found at http://en.wikipedia.org/wiki/Remote_Desktop_Protocol. All versions of the Windows operating system (Windows XP and later) include RDP client software, making it easy for Windows users to run sessions on other Windows computers. For non-Windows devices, you must first download and install an RDP client
3. Selecting an RDP Client
RDP Client software is available from numerous sources, most of them free. Select one that matches the operating system of your device and that includes the features that are most important to you. a. Operating Systems For any Apple device, the operating system will be either: Mac OS X – for desktop and laptop computers iOS – for Mobile devices (iPad, iPhone and iPod Touch) You will need an RDP Client that is designed for your operating system and is compatible with the version of that operating system that you have on your device.
06/14/14 Apple Supplement - RDP Clients Page 3 of 24 b. Features Any RDP client provides the ability to launch a BCMCtutor session, enter your data, generate reports and view your data and reports online. Specific RDP clients may offer additional features, including: Ability to launch BCMCtutor on connection. This bypasses the Windows desktop on the remote server and takes you straight into a BCMCtutor session, resulting in significant time savings if you use BCMCtutor frequently. Ability to share (or “redirect”) a local printer. In theory this would allow you to print BCMCtutor reports directly to a designated printer on your local device or network. Note: we have not yet tested an RDP client for either iOS or Mac OS that has this feature. Ability to share (or “redirect”) a local folder. Allows you to drop BCMCtutor reports in pdf format (using the CutePDF printer on the remote server) directly into a designated folde on your local device. This is invaluable for sharing BCMCtutor recommendatios with your healthcare provider. Note: we have not yet tested an RDP client for iOS that has this feature. Most other features found in RDP clients are common to all those we have tested or are not essential in the context of BCMCtutor. c. Comparison A comprehensive listing of RDP clients currently available for all operating systems can be found at http://en.wikipedia.org/wiki/Comparison_of_remote_desktop_software, but here is a simplified comparison of a few clients that we have tested on Apple devices.
Remote Desktop 2X RDP CoRD AccessToGo
Vendor Microsoft 2X Software Ltd (open source) Ericom http://microsoft.c http://2x.com http://cord.Source http://ericom.com om Forge.com Mac OS iOS Mac OS iOS Mac OS iOS Mac OS iOS OS Supported Y Y Y Y Y* N N Y OS Version tested 10.6.8 7.1.1 10.6.8 7.1.1 10.6.8 7.1.1 on Client version 8.0.5 8.0.5 11.0.18 11.0 0.5.7 2.2.0 tested 97
06/14/14 Apple Supplement - RDP Clients Page 4 of 24 Remote Desktop 2X RDP CoRD AccessToGo Price Free Free Free Free Free Free Available in App Y Y Y Y N Y store Launch N N Y N N Y BCMCtutor on connection? Share a local Y N N N Y N folder? Share a local Y** N Y** N N N printer? * CoRD is currently available for Mac OS 10.8 and earlier, but not yet for the latest version (10.9 Mountain Lion) ** these RDP clients claim the ability to “forward printing devices”, but our attempts to use this feature to print directly to a local printer have not been successful. d. Recommendations For routine data entry and review, 2X RDP is the most user friendly of those tested, is available for all Apple devices, and although only the Mac OS version provides the convenience of launching BCMCtutor on connection we found that AccessToGo's advantage in that regard outweighed by 2X RDP's overall ease of use. To access BCMCtutor reports, you need a client that can share local folders and in the Apple arena this currently this requires Mac OS (i.e. a desktop or laptop). Microsoft Remote Desktop and CoRD are both good choices, but note that CoRD is not yet available for Mac OS X 10.9. In summary:
Task Apple desktop/laptop (Mac OS) iPad/iPhone/iPod Touch (iOS) Routine data entry 1. 2X RDP 1. 2X RDP and review 2. Microsoft Remote Desktop 2. AccessToGo 3. CoRD Printing reports to 1. Microsoft Remote Desktop (Not available) local folder 2. CoRD
Illustrated instructions for installing several of these RDP clients are provided in the rest of this document. If you choose to install a different client you should still find the information here representative.
06/14/14 Apple Supplement - RDP Clients Page 5 of 24 B. For Apple Desktop and Laptop Computers The following instructions require you to be running Mac OS X version 10.6.8 (Snow Leopard) or later. If in fact you are still running the older 10.5.8 (Leopard), we suggest you download and install the Microsoft Remote Desktop Connection Client for Mac from http://www.microsoft.com/en-us/download/details.aspx?id=18140. Use the same login details as provided for Microsoft Remote Desktop for Mac OS X at step 6 on page 12 of this document.
1. 2X RDP for Mac OS X a. Installing 2X RDP on Mac OS X Install the RDP client software from the App Store.
Step Illustration 1) Start the the App Store application and search for “2x”. Select the application called “2X Client RDP”.
2) Click on the button labeled “Free” to download the application.
06/14/14 Apple Supplement - RDP Clients Page 6 of 24 Step Illustration 3) Click on the button labeled “Install App” to install on your Mac.
4) Run the application. The 2X icon will appear in the dock at the bottom of your screen.
(Optionally, right-click on this icon, select “Options >” and then “Keep in Dock”.)
5) You will be invited to add a new connection. Click on “Add”.
6) Click on “Standard RDP (Free)”
06/14/14 Apple Supplement - RDP Clients Page 7 of 24 Step Illustration 7) Configure the fields as described below (leaving all others at their default values).
In the Connection tab: Primary Connection: 54.235.168.21 Alias: IDC Username: IDC Logon Automatically: checked Password: odc7 Save Password: checked
8) In the Display tab: Size: 1280x768
9) In the Programs tab: Start the following program on connection: checked Program path and file name: C:\BCMCids\BCMCtutor\Diabetes\BC MCtutor.exe Start in the following folder: C:\BCMCids
Click on “OK”
06/14/14 Apple Supplement - RDP Clients Page 8 of 24 Step Illustration 10)An RDP connection named “IDC” will now be listed in your 2X Client.
Note: if you do have not configured this connection correctly at the first attempt, you may make adjustments by selecting the connection and then clicking on the toolbar button “Connection Properties”
11)Optionally, right-click on this connection and select “Create Shortcut on Desktop”.
b. Running 2X RDP on Mac OS X
Step Illustration 1) Double-click on the IDC connection in the 2X client (or on the corresponding desktop shortcut if you chose to create one). A security warning will appear.
Optionally check the box “Do not show this message again”.
Click on “Continue”.
2) An identity verification warning will appear.
Click on “Continue”
06/14/14 Apple Supplement - RDP Clients Page 9 of 24 Step Illustration 3) The BCMCtutor progam will run.
Click on Start
4) The user authentication screen will appear.
Continue as for the generic instructions.
2. Microsoft Remote Desktop for Mac OS X a. Installing Remote Desktop on Mac OS X Install the RDP client software from the App Store.
Step Illustration 1) Start the the App Store application and search for “Microsoft Remote”. Select the application called “Microsoft Remote Desktop”.
2) Click on the button labeled “Free” to download the application. 3) Click on the button labeled “Install App” to install on your Mac.
06/14/14 Apple Supplement - RDP Clients Page 10 of 24 Step Illustration 4) Run the application. The Microsoft Remote Desktop icon will appear in the dock at the bottom of your screen.
(Optionally, right-click on this icon, select “Options >” and then “Keep in Dock”.) 5) You will be presented with an empty list. Click on “New”.
6) Configure the fields as described below (leaving all others at their default values).
In the General tab: Connection name: IDC PC name: 54.235.168.21:3389 Username: IDC Password: odc7 Resolution: Native Start session in full screen: checked Scale content: unchecked Use all monitors: unchecked
7) In the Session tab: Sound: Play on device Connect to admin session: unchecked Forward printing devices; checked Swap mouse buttons: unchecked
06/14/14 Apple Supplement - RDP Clients Page 11 of 24 Step Illustration 8) In the Redirection tab:
Enable folder redirection: checked Click on the “+” button” to expose a folder for CutePDF to write to.
9) In the Add Local Folder dialog: Name: enter a short name, e.g. “My Drop Box” Path: click on the down arrow and browse ...
10)Select a folder on your local computer.
In the illustration we have chosen the folder Drop Box under the user's Public folder. This is a folder that is typically present on Mac OS and intended for receiving files from external sources. Its permissions should be set to allow anyone to write to it but only the owner to read from it.
If such a folder does not already exist on your Mac, create one and make sure that it has appropriate permissions set, and then return to this point in the configuration.
When you have selected an appropriate folder, click on “OK”.
06/14/14 Apple Supplement - RDP Clients Page 12 of 24 Step Illustration 11)Your shared folder should now appear in the list.
Close this window to return to the main window.
12)A Remote Desktop (i.e. an RDP connection) named “IDC” will now be listed.
Note: if you have not configured this connection correctly at the first attempt, you may make adjustments by selecting the connection and then clicking on “Edit” tool. b. Running Remote Desktop on Mac OS X
Step Illustration 1) Double-click on the remote desktop named “IDC” (or select this one from the list and then click on the “Start” tool).
2) A Verify Certificate warning will appear.
Click on “Continue”
06/14/14 Apple Supplement - RDP Clients Page 13 of 24 Step Illustration 3) The remote Windows desktop will appear.
Double-click on the on the DiabeteSmart icon to launch BCMCtutor.
4) The BCMCtutor progam will run.
Click on Start
The user authentication screen will appear.
Continue as for the generic instructions.
5) To log off cleanly,
close the BCMStutor application by clicking on the X icon at top right of the BCMStutor application window. The remote desktop will reappear.
Click on the Start icon at the bottom left of the remote desktop, then on the Log off button.
06/14/14 Apple Supplement - RDP Clients Page 14 of 24 c. Using Remote Desktop to print to local folder on Mac OS X
Step Illustration 1) Where available in the BCMCtutor application, click on a Print button and the Print dialog box will appear. The CutePDF Writer printer is selected by default.
Click on the “Print” button.
2) The default “Save in” location is the Documents folder on the server.
We want to change this to point to the local folder designated during installation of the Remote Desktop client (See Section 2a, steps 19-23, above).
Select the drop down to the right of the “Save in” field.
06/14/14 Apple Supplement - RDP Clients Page 15 of 24 Step Illustration 3) In the tree that is displayed, select the node called “tsclient” under Desktop > Network.
4) With tsclient displayed in the “Save in” field, your previously designated local folder should appear in the list below.
Select you local folder and click on “Open”.
06/14/14 Apple Supplement - RDP Clients Page 16 of 24 Step Illustration 5) Your designated local folder should appear in the “Save in” field and the “Open” button should change to “Save”.
Any files previously saved in your local folder will be listed.
Enter a unique name in the File name field and click on “Save”.
Note: if you do not see your local folder in the “Save in” field and/or you receive an error that you cannot save files in this area, check that you followed Section 2a, steps 19-23 correctly and that your designated local folder has permissions allowing Everyone to write to it.
06/14/14 Apple Supplement - RDP Clients Page 17 of 24 C. For Apple Mobile Devices
1. 2X RDP for iOS a. Installing 2X RDP on iOS Log in to the App Store from your iPhone or iPad and search for the 2X rdp client.
Step Illustration 1) On your mobile device, open the App Store and click on the Search tool at the bottom of the screen. Type “2x rdp” into the search field and start the search.
The 2X Client RDP app should be included in the search results.
Click on the 2X icon to see more information.
06/14/14 Apple Supplement - RDP Clients Page 18 of 24 Step Illustration 2) The button next to the app name will initially say “Free” (indicating that it is not already installed).
Click on this button and it should change to “Install” (indicating that it has been downloaded to your device) . Click on this button and it should change to “Open” (indicating that it is now installed on your device).
3) Launch the 2XClient RDP app.
06/14/14 Apple Supplement - RDP Clients Page 19 of 24 Step Illustration 4) You will be invited to add a new connection. (If the app doesn't prompt you, click on the plus sign at the top right of the screen.)
Click on the Standard RDP (Free) option
5) Configure the fields as described below (leaving all others at their default values).
In the Standard RDP (Free) screen: Alias: IDC Address: 54.235.168.21 Port: 3389 Username: IDC Password: odc7
06/14/14 Apple Supplement - RDP Clients Page 20 of 24 Step Illustration 6) In the Display screen:
Screen Size: Landscape
Click on Save to return to previous screen, then click on Save again to finish creating the connection.
b. Running on iOS Once the app is installed on your Apple mobile device ...
Step Illustration 1) If the app is not already running, launch 2XClient RDP by tapping on the 2X icon.
2) Open the standard IDC connection (the one with the blue icon)
Note: Orient your device in landscape mode for best visibility.
06/14/14 Apple Supplement - RDP Clients Page 21 of 24 Step Illustration 3) A security warning will appear.
Optionally check the box “Do not show again”.
Click on “Continue”.
4) An identity verification warning will appear.
Click on “Continue”
5) The remote desktop will appear.
Double-tap on the DiabeteSmart icon to launch BCMCtutor.
If you are having trouble tapping accurately on the small screen, try using the mouse tool at the bottom left.
06/14/14 Apple Supplement - RDP Clients Page 22 of 24 Step Illustration 6) (Optional use of mouse tool) Clicking on the mouse icon brings up a disk that you can use to position the cursor with great accuracy.
7) (Optional use of mouse tool, continued) With the cursor positioned over the DiabeteSmart icon, double tap the disk to launch BCMStutor.
8) The BCMStutor progam will run.
Click on Start
The user authentication screen will appear.
Continue as for the generic instructions.
06/14/14 Apple Supplement - RDP Clients Page 23 of 24 Step Illustration 9) To log off cleanly,
close the BCMStutor application by clicking on the X icon at top right of the BCMStutor application window. The remote desktop will reappear.
Click on the Start icon at the bottom left of the remote desktop, then on the Log off button.
06/14/14 Apple Supplement - RDP Clients Page 24 of 24