Setting up remote access

Active datacenters Most users will choose to run Active Manager on a server at one of Activeʼs regional data centers, using Microsoftʼs Remote Desktop Connection utility. This limits the demand on your Internet connection, and will work from any computer that has a remote access client compatible with the Remote Desktop protocol.

So that you can use Remote Manager, the Active technical support team will assign you a login name and set up your database on the remote server nearest you. Youʼll use the Remote Desktop Connection client utility to create and configure a connection to the Active server. Youʼll receive connection information such as the server name and your login credentials in your Remote Desktop Welcome e-mail from Active.

Those with sufficiently robust broadband Internet connections may prefer to install and run Manager as a standalone application on a local computer.

Configuring the connection

Note: These instructions are for the Microsoft Windows Remote Desktop application for Microsoft Windows; details for other operating systems and clients will vary. To use Remote Manager with MacOS, see Instructions for Macintosh users.

For a tutorial video on configuring the remote desktop connection, see https://player.vimeo.com/video/327415368.

To configure the remote desktop connection:

  1. From the Windows Start menu, choose All Programs : Accessories : Remote Desktop Connection.

    (In Windows 10 and later, locate Remote Desktop Connection by searching the desktop Apps.)

  2. In the Remote Desktop Connection dialog, click Options.

  3. Enter connection details:


Creating a desktop shortcut

So that you can reopen the remote connection easily, Active recommends that you create a shortcut for it on your Windows desktop.

To create a remote desktop shortcut:

  1. In the Remote Desktop Connection dialog, return to the General tab. (Click Options if necessary to reveal the tabs.)

  2. Click Save As.

  3. In the folders list, click Desktop.

  4. In the Filename field, enter “Active Manager”.

  5. Click Save.


Connecting to the remote server

To connect to the Active remote server:

  1. In the Remote Desktop Connection dialog, select the connection you made from the Computer list. (Or double-click the shortcut you created on the desktop.)

  2. Clear the check box Always ask for credentials.

  3. Click Connect.

  4. If your system is protected by a security firewall, you may need to ensure that TCP port 33898 is open for incoming connections.


    Remote Desktop Connection—Windows Security

  5. The Remote Desktop client makes a connection with the Active remote server and presents you with the Windows Security dialog. Select your login account from the list and enter the password: “GoClub2013”.

  6. (To avoid seeing this dialog the next time you make the connection, check Remember my credentials.)

  7. When your Windows login is complete, youʼll see the Active Manager Database Login prompt, where you can log in to Manager.

To close the remote connection, log out of Manager by closing its window, or choosing Exit from the File menu. The server closes the remote connection automatically.

Clearing the Remote Desktop history


Related topics:

Active Manager system basics

Setting up remote access

Installing Manager locally

Logging in and out

Changing your password

Retrieving a lost password

Active Manager user types

Menus and tools

Setting program preferences

Product update settings

Sending messages

Keyboard shortcuts