Using a remote desktop con­nec­tion is a now common practice for many pro­fes­sion­als. The pos­si­bil­i­ty to access a server from the “outside” is an essential part of terminal services and help desk work. Home users also benefit from remote desktop control, using it to connect easily with their external work computer. But es­tab­lish­ing the con­nec­tion isn’t all that simple. Luckily there are now quite a number of remote desktop tools to make the task easier. What exactly is a remote desktop con­nec­tion? What should you look out for? And which practical al­ter­na­tives are available?

Free VPS Trial
Try a virtual server risk-free for 30 days

Try out your VPS for 30 days. If you're not satisfied, you get your money back.

What does remote desktop mean?

The term remote desktop refers to a con­nec­tion between your own computer (client) and another computer (server). Provided the technical re­quire­ments are met, the user can initiate a remote desktop session from prac­ti­cal­ly anywhere. They’ll then receive — depending on the clearance — full access to the remote computer. Picture it like this: From your home computer, you can access all of the programs, files, and network resources of your work computer, just as if you were sitting at your desk.

Re­quire­ments for the ini­ti­a­tion of a remote desktop con­nec­tion

In order to set up a remote desktop con­nec­tion at all, you first have to observe some technical re­quire­ments. The control of a remote computer only works suc­cess­ful­ly if it’s connected to the same network or via the internet. You also need to make sure that the server is turned on at the desired time and is available over a func­tion­ing network con­nec­tion. Make sure as well that the remote desktop setting is enabled on the server. Lastly, ensure that you can access the re­spec­tive network from the outside and have per­mis­sion to create a remote desktop con­nec­tion. You can obtain per­mis­sion by entering a remote desktop user on the user list and having the password for the con­nec­tion setup.

Note

You can’t connect to a computer that’s in power-saving mode or sleep mode. Make sure that these settings are disabled.

How to: Set up a Windows remote desktop

Microsoft offers remote desktop users an in-house network protocol: The Remote Desktop Protocol (RDP). The RDP is, in a way, the control tool of the terminal services (Remote Desktop Services) and ensures the execution of remote desktop commands. It controls the terminal server as well as the terminal client. It also regulates the trans­mis­sion of screen content, keyboard input, and mouse movements over the network. A server version of Windows is not necessary.

Tip

There are also cor­re­spond­ing clients for Linux, macOS, and mobile platforms like iOS or Android – such as FreeRPD or OpenVPN – for setting up remote con­nec­tions. Examples can be found in the last chapter of our guide.

1. Option: Windows remote support

Windows remote support is an option for the im­ple­men­ta­tion of remote desktop access. It offers users the chance to invite an outsider into their system. This is es­pe­cial­ly useful for remote main­te­nance sessions, where tech­ni­cians can link with a local system and perform software repairs or edit the system settings.

First step: Make sure that remote support is activated. You’ll find this setting under Control Panel > System and Security > System > System Prop­er­ties > Remote. To authorize remote support, you need to check the cor­re­spond­ing box under “Remote As­sis­tance”.

Second step: To invite an external user, start the assistant and enter “msra” into the search box or follow the usual path Start > All programs > Main­te­nance > Windows remote as­sis­tance. In the query window that appears, you can now select whether you are “Helper” or “Seeking help”. For “seeking help," click on the button “Invite someone you trust to help you”.

Third step: Now you can send an external user in­vi­ta­tion (ticket) to connect. For this, Windows offers three different courses of action: a) Save the invite file on your computer and upload it as an email at­tach­ment, b) Your email program will open au­to­mat­i­cal­ly and send the file directly to the recipient, or c) Use the Easy Connect option and bypass the email traffic. With the in­vi­ta­tion, the external user also receives a password which can be used to authorize remote desktop access later.    

Info

With a con­nec­tion over Easy Connect, the external user receives the password directly. A separate in­vi­ta­tion isn’t necessary.

Fourth step: With the trans­mit­ted password, the external user can now connect to the remote computer. But access can still be denied when con­nect­ing via the internet since the local IP is stored in the file. The external helper needs either your external IP or your DNS name. You can access the latter via free DynDNS services.

Fifth step: The external user now enters the afore­men­tioned password into the query window.

Sixth step: You’ll now be asked if you agree to the con­nec­tion. Click on the “Yes” button.

Seventh step: Once the ap­pli­ca­tion is suc­cess­ful, the con­nec­tion is es­tab­lished. The external user can now access your desktop and request control. By repeating approval, you can give them complete control.

2. Option: Windows remote desktop con­nec­tion

With a remote desktop con­nec­tion, you can log into the desired host system without needing to actively “connect” to another user — unlike with remote support. The local system acts as the server, in this case, allowing users to log in as “local” users. For a suc­cess­ful ap­pli­ca­tion, you need to be entered into the user list of the local system and have the password. This option makes the most sense for the home office, when you want to access your work computer from home.

First step: It’s also a pre­req­ui­site here that the remote con­nec­tion is activated. You’ll find the cor­re­spond­ing setting, as before, under System settings -> System and Security -> System -> Remote settings. Check the box to “Allow remote con­nec­tion with this computer”.

Second step: Start the RDP client. You can find this in the start menu under “Devices” or by directly entering “mstsc” into the search bar. This calls up the query window “Remote desktop con­nec­tion”.

Third step: In the query window, enter the computer name. If you want to establish the con­nec­tion over the internet, you also need the external IP of the host system. Al­ter­na­tive­ly, you can also enter a host name if you are using Dynamic-DNS services (“Dynamic Domain Name System”). With the help of DynDNS tech­nol­o­gy, dynamic IP addresses can be linked to stable domains that allow you to connect to the target system. Then you enter your username into the cor­re­spond­ing field.

Tip

DynDNS services are available to users for free; for example, from DNS­dy­nam­ic or GoIP.

Fourth step: Your username as well as the as­so­ci­at­ed password need to already be included in the user list. A remote desktop con­nec­tion can only be es­tab­lished with your access data. After suc­cess­ful­ly logging in, you can see the desktop view of the remote computer.

Dangers of Windows: Firewall and WLAN router

Windows comes as standard with an active firewall that protects your computer from unau­tho­rized access. But this can get in the way of remote support or a remote desktop con­nec­tion. Since the RDP has its own port (3389) for com­mu­ni­cat­ing with other computers, the pro­tec­tion of the firewall is used for com­mu­ni­ca­tions outside of the network, i.e., over the internet. This means that a con­nec­tion won’t be able to be es­tab­lished. In order to use a Windows remote desktop, you need to add an exception rule in the firewall settings:

  1. Click on “Start” and select “Control Panel”.
  2. Click “System and Security”.
  3. Under “Windows Firewall” select “Allow a program through Windows Firewall”.
  4. Click on “Change settings” and click the box next to “Remote desktop”.
  5. Click on “OK” to apply changes.

The WLAN router can also become a stumbling block and hinder the es­tab­lish­ment of a remote con­nec­tion. Un­for­tu­nate­ly, no settings for ac­ti­vat­ing RDP services can be found on the router itself. For that, you have to set up port for­ward­ing in your wireless router. The Windows Remote Desktop Protocol uses TCP-Port 3389. To forward to a router, like one from LinkSys, do the following:

  1. Select Settings -> Internet -> Port for­ward­ing -> New port in the con­fig­u­ra­tion menu.
  2. Under “Port for­ward­ing active for” select the “Other ap­pli­ca­tions” option.
  3. Under “Label” enter “Remote desktop”.
  4. Under “Protocol” select the setting “TCP”.
  5. In the “From port” and “On port” fields, enter “3389”.
  6. Under “On IP address” enter the IP address of the target computer.
  7. Click on “Apply” to confirm the changes.
  8. Under Settings -> Advanced settings -> Internet -> Dynamic DNS check the box next to “Use Dynamic DNS”.
  9. Either activate your LinkSys router or your chosen DynDNS.
  10. Save the entire con­fig­u­ra­tion under Settings -> Advanced settings -> System -> Save settings.
Careful

Home editions of Windows have further re­stric­tions: Here, remote desktop sessions are ex­clu­sive­ly es­tab­lished by explicit “in­vi­ta­tion," which means an increased effort for the user.

Al­ter­na­tive to Microsoft: TeamView­er

Microsoft’s remote desktop is rather com­pli­cat­ed in its ap­pli­ca­tion and requires a certain degree of know-how. But there are a number of free al­ter­na­tives, which are easier to use and popular with beginners. Third-party con­nec­tions are also of­ten­times easier than Microsoft services, as they don’t require firewall or router ad­just­ments. Remote desktop con­nec­tions can be es­tab­lished in less than a minute.

TeamView­er is one of the most popular remote desktop tools and is used by millions worldwide. With just a few clicks, you can conduct quick and un­com­pli­cat­ed remote main­te­nance or do remote pre­sen­ta­tions. As referred to above, since the data traffic runs via the normal internet con­nec­tion (Port 80), you don’t have to alter any firewall or router settings.

After the download has finished, you can get started using TeamView­er right away. As you begin, a unique ID and password are au­to­mat­i­cal­ly generated for you. You can view them at any time in the display window (on the left side) and send them to your contacts. To establish a remote desktop con­nec­tion, enter your partner’s ID in the field on the right under “Partner ID” and type the password that ac­com­pa­nies it. It’s just as simple in the other direction: If you need a “helper," you just have to provide your ID-number and password. Features like the creation of a contact list, data transfers, internet telephone, as well as chat and video functions complete the all-round package.

TeamView­er is con­vinc­ing in terms of both per­for­mance and range of functions. Es­pe­cial­ly in a pro­fes­sion­al context, the free tool is a popular solution. But there are drawbacks: Par­tic­u­lar­ly in terms of security and image quality, not all users are 100% satisfied. Besides TeamView­er, other free al­ter­na­tives also exist that you should def­i­nite­ly take a look at.

Go to Main Menu