New CPM Server - Login Instructions
***Make sure that you are logged out of the server to start this process. You will then start outside of the Server on your local laptop or desktop computer. This is for computers running Windows only, the instructions for Apple computers/tablets are different. ***
Download and install the Microsoft Remote Desktop program. Click Here to download the file. After it downloads click on the file to run it. If it brings you to a screen to 'Change or Remove the installation' then it is already installed on your computer. Click Next and accept the licensing agreement through the steps to complete the installation. On one of the screens, it will ask to install it for just this user or all users, change it to all users. Click Yes if it asks to allow to make changes to your computer. Click Finish once you have the option.
After completing the installation, the Microsoft Remote Desktop program will open. Right click on the red remotedesktop icon down towards the bottom on your taskbar and choose Pin to Taskbar so that it is very easy to openmoving forward.
Click the "Subscribe" button. You will then get a sign in screen where you will need to enter your email and your current server password. It will then say more information is required and you can click Next.
A new screen will pop up to setup dual authentication for security purposes. Click 'I want to set up a different method' in the bottom left and then choose Phone as the method. Enter your phone number and it will text you a code. Enter the code to successfully complete the setup.
The Remote Desktop application should open and you should see a CPM Desktop icon that you can double-click on to connect to the server.
Items to note:
• The background may be black when you login for the first time. This will be updated upon subsequent logins.
• The desktop icons associated with your profile should copy over to the new environment.
• Edge will be the internet browser that will be utilized in the new environment as opposed to Chrome. Any favorites or bookmarks that you had saved in Chrome should be available in edge.
Actions to take:
• Clicking the Start icontowards the bottom left will show you the common applications. As you open anapplication (Outlook for example) it will show on your taskbar at the bottom of the screen. If you right click onthe open application icon at the bottom of the screen, there is an option to “pin to taskbar”. You will likely wantto do this for the applications that you use the most. Applications to consider pinning: Outlook: File Explorer, Outlook, Chrome, Word, Excel, PowerPoint, OneNote, Snipping tool, Notepad, Calculator, etc.
• Reassign your signature in Outlook. To do so, open Outlook > Click on File > Options > Mail > Signatures. You should see any signatures you have available. Towards the right, select the signature you want from thedropdown for New messages and Replies/forwards. Click Ok and then Ok again.
• Save your favorite folder locations to the quick access bar in the file explorer. To do so, go to the folder you want to save as a favorite in the file explorer and right click on it and select Pin to Quick access.
• OneNote is a very powerful tool that you now have access to for taking notes.