Manually connecting with a Remote Desktop Gateway (optional)

You can manually connect to a Remote Desktop Gateway if you want to customize some settings in your remote desktop connection.

Note: Unless your Planning Analytics administrator advises otherwise, we recommend that you connect using the preconfigured RDP files in the Welcome Kit zip file.

Before you begin

Before you connect manually with a Remote Desktop Gateway, you must configure your Remote Desktop Connection client.

Configure your Remote Desktop Connection client to use a Remote Desktop Gateway.

  1. Start Remote Desktop Connection.
    Tip: This tool is typically located here: Start menu > All Programs > Accessories > Remote Desktop Connection.
  2. Enter your IBM® Planning Analytics account information:
    1. In the Computer field, enter the address for your IBM Planning Analytics system.

      For example:

      server_name.planning-analytics.cloud.ibm.com

      Tip: Your desktop system address is listed in your Welcome Kit. When Remote Desktop Gateway is enabled, the address for your IBM Planning Analytics system is server_namerich.planning-analytics.cloud.ibm.com. The suffix rich must be appended to the server_name.
    2. Click Show Options.
    3. Enter your user name for your Windows remote desktop account on the IBM Planning Analytics system. For example, server_name\modelerX.
  3. Select the Allow me to save credentials check box.
  4. Click the Advanced tab and then click Settings.
  5. In the RD Gateway Server Settings dialog, do the following:
    1. Select Use these RD Gateway server settings.
    2. Ensure that your IBM Planning Analytics address, for example server_namerich.planning-analytics.cloud.ibm.com, appears in the Server name field.
    3. Ensure that the Bypass RD Gateway server for local addresses check box is not selected.
    4. Select Use my RD Gateway credentials for the remote computer.
    5. Click OK.
  6. Save your connection settings to an RDP file.
    Note: By creating an RDP file, you can quickly connect in your next Remote Desktop Connection session, without re-entering your credentials. You can also customize and distribute the RDP file later to multiple clients.
    1. Click the General tab.
    2. Click Save As and enter a name for your RDP file.
    3. Click Save.

Procedure

  1. Start Remote Desktop Connection.
  2. If you want to connect using an RDP file that you saved, follow these steps:
    1. Click Show Options.
    2. In the Connection settings section, click Open.
    3. Select the RDP file that you saved and click Open.
  3. If you want to enter the connection information manually, follow these steps:
    1. In the Computer field, enter the address for your IBM Planning Analytics system.

      For example:

      server_name.planning-analytics.cloud.ibm.com

      Tip: Your desktop system address is listed in your Welcome Kit. When Remote Desktop Gateway is enabled, the address for your IBM Planning Analytics system is server_namerich.planning-analytics.cloud.ibm.com. The suffix rich must be appended to the server_name.
    2. Click Show Options.
    3. Enter your user name for your Windows remote desktop account on the IBM Planning Analytics system.
      For example, server_name\modelerX.
  4. Click Connect.
    Tip: If a message appears saying that the publisher of the remote connection can't be identified, click Connect.
  5. Enter your remote desktop system password.
    Tip:
    • Your password is listed in the Welcome kit. If you don't know the password, ask your Planning Analytics administrator.
    • The credentials that you use for Remote Desktop Gateway and Remote Desktop Connection must be the same.

Results

If the connection is successful, the desktop of the IBM Planning Analytics system is displayed.

Tip: If the newer Windows Start menu desktop displays instead of the classic desktop view, click the Desktop icon or press the Windows logo key to toggle to the classic desktop view.

What to do next

After you connect to an IBM Planning Analytics desktop session, you can run the hosted desktop applications and manage files in the shared folder.