VDI User WFH Guide

Windows Machine
Zbigniew Gorski
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PDF created by Jim Iguan on April 23, 2020
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Windows Machine
Introduction
Sign Off Needed
Permission Groups
How to install / user guide / fix
Troubleshooting / known issues
Related SOPs
Metadata
Introduction
This guide walks an end user through setting up windows virtual desktop on a windows host machine.
Sign Off Needed

N/A
Permission Groups
WVD Corporate Users
Okta Verify needs to be enrolled prior to running this.
How to install / user guide / fix
1. Open your browser on your machine and browse to https://docs.microsoft.com/en-us/azure/virtual-

desktop/connect-windows-7-and-10 to download the WVD Client.
2. Scroll down to the below section and hit on the installer that matches your windows operating
system in this example “Windows 64-bit”

3. Once downloaded, you will see the file with the name “RemoteDesktop_1.2.790.0_x64” and right
click the installer and select “Install”.
4. Once the setup gets started, below snap appears on the screen and then hit on the “Next” button.

5. The installation will then be started, then below snap appears and hit on Finish to complete the
installation part.
6. Remote Desktop application will then show up on your screen once the installation successfully
gets completed.
7. Hit on “Subscribe” as shown below. If you receive an error stating that "something went wrong",
make sure you are not connected to GlobalProtect VPN - click the GlobalProtect icon in tray, click the
menu in the top right corner of the window, and click Disable. You may re-enable your VPN once the
application setup is complete.

8. Please enter the FactSet email address as per below snap.
9. Please select “Work or school account” to get configured with the FactSet account.

10. Once done with the above step, we will receive the below window asking us to enter your
complete FactSet email address and password.

11. With the completion of above step, it will route you to FactSet Okta authentication and you
need to authorize by hitting “Yes its me” on your mobile, you will have needed to enrolled your device
here https://factset.okta.com/login/default
This Okta prompt will only happen every time you reset your password (so every 60 days)
12. Once Okta verify gets completed, you will get the below snap on your screen.

13. Double click on the icon which will appear on your screen and the WVD virtual machine will get
launched.
14. Enter in your windows credentials

15. You will then need to Okta Verify again at the windows logon page

Push the notification to your phone and once confirmed you will then see your desktop

15. Go to start and type as “OneDrive” to configure so that you can start copying all the important
files on to FactSet Cloud.
16. You will get to see below the window popped up on your screen.
17. Please type your complete FactSet email address and then hit on “Sign in” button.
18. Since you are FactSet network the password will automatically get updated using SSO.
19. Once authenticated, you will see the below window.

20. Click on Next and once done, below window pops up and then hit on Next.

21. Hit on “Done” once below window pops up.
22. Hit on “Open my OneDrive folder” and start saving your files.
ALL Files must be saved within OneDrive / 0365

Note: VM will get auto-shutdown if inactive or disconnect for 120 minutes, so request you to kindly save
your work on timely basis.
You can power on and off your VM via https://fdswvdportal-drdj74unvcqgy.azurewebsites.net/ you can
also check the status of the VM.
You can adjust the settings of the VM by right clicking to bring up the settings
Here you can adjust what screen or screens the WVD will use and change resolution settings.


Troubleshooting / known issues
None
Related SOPs
MacOS Machine
Metadata
The following information helps with content maintenance. Please ensure that it remains at the bottom of
the page and is up-to-date.
SME
SOP Type SOP


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Windows Machine

Internal Use Only Owner: Zbigniew Gorski

Sign Off Needed

Okta Verify needs to be enrolled prior to running this.

How to install / user guide / fix

1. Open your browser on your machine and browse to https://docs.microsoft.com/en-us/azure/virtual-

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

8. Please enter the FactSet email address as per below snap.

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

14. Enter in your windows credentials

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

19. Once authenticated, you will see the below window.

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

ALL Files must be saved within OneDrive / 0365

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

Internal Use Only Owner: Zbigniew Gorski

SOP Type SOP

Internal Use Only Owner: Zbigniew Gorski

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