The Remote Training Lab Orientation guide and troubleshooting tips Students taking courses using public domain training data will have the opportunity to work in the Population Data BC Remote Training Lab (RTL). This orientation guide will show participants how to connect to the RTL and get practice working within the Secure Research Environment (SRE). This guide will assist participants to: ●● Connect to the PopData Remote Training Lab (RTL) ●● Navigate and work in the RTL, in particular by: ▪▪ Learning where all the files & programs that will be used for this course are located ▪▪ Accessing software in the RTL, such as Word, PowerPoint, Excel , SAS, Mplus and ArcGIS ▪▪ Creating a short Word document Accessing the RTL can be tricky at first with all the steps and details to remember, but it quickly becomes routine. As you go through this guide and set up procedures, please note the troubleshooting tips for extra help if you encounter any problems. education&training The Remote Training Lab (RTL) - Orientation guide Introduction Population Data BC’s Remote Training Lab (RTL) is a MSWindows working environment which provides a central location for course data files, a range of software for participant use (i.e: EXCEL, SAS, Mplus, ArcGIS,PowerPoint and WORD) and secure storage and backup, all protected by security standards that meet PopData’s Data Steward requirements. The RTL is similar to PopData’s Secure Research Environment (SRE) 1, but has been designed to meet the needs of courses that use public domain data obtained through PopData. Note that course work is kept completely separate on the system so that course participants will only have access to the directories that are specific to their course. Part 1 | Connecting to the RTL Set up PopData passphrase If this is your first time connecting to the RTL, you will have been given a PopData username and then created a passphrase for course registration which you can now use to proceed with the next RTL access steps. However, if you have previously connected to the SRTL or SRE, or you have already reset your temporary passphrase as part of completing the privacy test, you will still need to follow the instructions below to associate your passphrase with your new secondary account. Go to the my.PopData site: https://my.popdata.bc.ca, then click the LOGIN link. Log in with your username (e.g. jsmith) and your temporary passphrase (for first time users) or current passphrase, then click the My Account link. Select ‘Change Your Passphrase’, then create a new, secure, permanent passphrase2. Then select ‘Update Any Secondary Accounts too’ and click ‘Update’. Note: if you already have a passphrase and are just doing this step to associate your passphrase with your new account, you can enter your existing passphrase in all three fields3. Install VPN software (unless previously installed4) Next, you need to download and install Cisco AnyConnect VPN software onto the computer that you will be using for your SRTL related course activities. Follow the instructions for installing VPN software at: https://my.popdata.bc.ca/html/RTL/home.html (click on Windows users or Mac OS X users under Installing the VPN software in the left hand menu, depending on your computer). 1 The term “SRE environment” is used to encompass the SRE, SRTL and RTL. In this course you are working in the RTL. The term SRE is frequently used as a general term, intended to encompass all three of these work environments. The SRE is used by researchers who have requested and received approved data from PopData. You may also see/hear the term SRTL – the Secure Research Training Lab is used by students who have registered for courses that use approved data obtained through PopData. 2 The passphrase should be at least 16 characters long and comprise a sentence or part of a sentence, or phrase of disconnected words (e.g. “plug in sunshine thimbles”) 3 That is, you can use your current passphrase in all 3 fields – this will set up your current passphrase for your new secondary account. 4 VPN software only needs to be installed once, so if you have already done this for a previous course, you will not need to do it again. education&training |2 TROUBLESHOOTING The Remote Training Lab (RTL) - Orientation guide Tips for installing VPN software If you are having trouble installing the VPN software, please try the following steps: 1. Ensure you are following the correct set of instructions, either for Windows users or Mac OS X users. Start at https://my.popdata.bc.ca/html/RTL/home.html to download and install the VPN software. 2. For both Windows and Mac, you will need a local account on your computer with administrator privileges. It’s safer to not use such an account for everyday use, and many workplaces don’t allow you to, in which case there is probably a separate account for the purpose of installing by local IT personnel. • For Windows XP, to get at the administrator settings for the User Accounts, click Start and then Control Panel. From the Control Panel, double click User Accounts (for other versions of Windows, the process is similar). If your account is not set up as an administrator, and your institution’s policies allow it, ask another user who is set up as an administrator to log in and change your user account setting to be an administrator, too. To do this, the user currently set up as administrator should: open User Accounts in Control Panel, click on the name of your account, click Change the account type, click Computer administrator, then click Change Account Type (these instructions are for Windows XP, but other versions will be similar). Then you can login to your user account, and try the VPN install again. • On a Mac, under System Preferences open “Users & Groups”, select user, and look at checkmark for “Allow user to administer this computer”. TROUBLESHOOTING If, after checking all of the above, you are still not able to install the VPN software, refer to Part 6 below on who to contact for additional help, and what to include in your message. Tips for connecting to the VPN If you have successfully installed the VPN software, and are having trouble logging into the Cisco AnyConnect VPN software, please try the following steps: 1. Ensure you are using the correct username. This is the username (e.g. jsmith) which was assigned to you when you registered for the course. Check that you are using the correct combination of upper and lowercase letters. 2. Ensure that the “Connect to” box says “access.popdata.bc.ca” and the Group drop-down menu is set to rtl. 3. Your passcode is your PopData passphrase. To ensure that you have remembered your PopData passphrase correctly, try logging into https://my.popdata.bc.ca/. If you are unable to log in there, email [email protected] for a new temporary passphrase. Then, follow the instructions to change the temporary passphrase to a new secure passphrase. Try logging in again. 4. If you are a Windows user and get an error message saying “The VPN client driver has encountered an error” followed by “Unable to establish VPN”, then try uninstalling VPN, rebooting your computer, re-installing VPN, then rebooting again. education&training |3 TROUBLESHOOTING The Remote Training Lab (RTL) - Orientation guide 5. Intermittent problems with your VPN connections may be due to security software on your computer that believes AnyConnect is doing something suspicious and therefore breaks your VPN connections. This problem can sometimes be rectified by uninstalling then reinstalling the Cisco Anyconnect client. This may help your associated antivirus software (such as Norton) to recognize it when it installs (and may even prompt you with a message asking if it’s OK). You can download the installer via the following link: https://my.popdata.bc.ca/html/RTL/windows/installVPN.html 6. If you are a Windows user, and use Kapersky anti-virus, and are getting ‘Unable to connect’ errors, try the following, as suggested on the UBC site: “Some security software suites will slow down or block the myVPN service or the data that it sends and receives. This can be resolved by adding AnyConnect VPN client software into the “allowed” or “trusted” software list and/or disabling SSL scanning. Kapersky Internet Security suite - add the Cisco Anyconnect software into the allowed list: • Deselect Http SSL 443 from the monitored port list in Settings->Network->Port Settings • Add the following to Trusted Applications or Trusted Zone: • C:\Program Files\Cisco\Cisco AnyConnect VPN Client\VPNui.exe • C:\Program Files\Cisco\Cisco AnyConnect VPN Client\VPNdownloader.exe • C:\Program Files\Cisco\Cisco AnyConnect VPN Client\VPNagent.exe 7. If you are a Mac user, AnyConnect may sometimes fail to connect from a Mac which is connected to the iCloud network backup service (or older MobileMe service). If this happens to you, open MobileMe or iCloud from System Preferences and turn off or logout as appropriate; after your RTL session is over, turn it on again if you wish. 8. Sometimes a student may wonder whether the problem may be not on their computer, but on the PopData VPN server. • If the VPN server is completely dead, it will not respond to connection attempts • If PopData is aware of a problem with any RTL component, the page http://my.popdata.bc.ca/rtl/available will show a message at the top If, after checking all of the above, you are still not able to log into the Cisco AnyConnect VPN software, refer to Part 6 below on who to contact for additional help, and what to include in your message. Install Remote Desktop Connection (Mac users only, unless previously installed) Note that Remote Desktop Connection (needed for the next step) comes with Windows, but on a Mac must be downloaded from Microsoft. See https://my.popdata.bc.ca/html/RTL/mac/installVPN.html (instructions start about half way down under the header “Installing the Microsoft Remote Desktop Connection Client software”. Note that ‘Apple Remote Desktop’ (an optional Application from Apple) is not suitable. Connecting to the RTL Each time you want to connect to the RTL, there is a two-step process. Clear instructions are given on the PopData website, at: https://my.popdata.bc.ca/html/RTL/home.html Click on Windows users or Mac OS X users under Connecting to the RTL, and follow the instructions. 1. The first step is to connect to the VPN by opening the Cisco Anyconnect application on your computer. Recall you will use the short username which was assigned to you when you registered for this course, and education&training |4 The Remote Training Lab (RTL) - Orientation guide the passcode is your PopData passphrase. The Group drop-down menu should be set to RTL. Connect to the VPN: Connect to: access.popdata.bc.ca Username: e.g. jsmith Passcode: PopData passphrase Group drop-down menu: RTL Users who have the updated version 3 of Anyconnect will see windows and icons as shown here: Some users may have the previous version of VPN, which had windows and icons as follows: 2. Once you are connected to the VPN, follow the instructions on the PopData website for the second step, which is connecting to the RTL. First, check what machines are available for use at https://my.popdata.bc.ca/rtl/available and then open a Remote Desktop Connection5. For the Remote Desktop Connection, your username must be entered as popdata\username for Windows users (just username for Mac users), and the passphrase will be the one you set up in my.PopData. Connect to the RTL via a Remote Desktop Connection: a) Find available machine: https://my.popdata.bc.ca/rtl/available b) Remote Desktop Connection: Computer: select one of the available machines, e.g. RTL1 Username: Windows users: popdata\username (e.g. popdata\jsmith) Mac users: username Password: passphrase set up on my.PopData Domain (Mac users only): POPDATA 5 For Mac users – this needs to be installed – see instructions above. For Windows users – if you can’t find the Remote Desktop Connection, look for it from the Start Menu by selecting: Start -> All Programs -> Accessories -> Communications -> Remote Desktop Connection Start -> All Programs -> Accessories -> Remote Desktop Connection. education&training or |5 TROUBLESHOOTING The Remote Training Lab (RTL) - Orientation guide Tips for connecting to the RTL with Remote Desktop If you have successfully logged into Cisco AnyConnect VPN software, and are having trouble connecting to the RTL using the Remote Desktop Connection, please try the following steps: 1. Check: https://my.popdata.bc.ca/rtl/available for server outage and technical issue notices. 2. For Windows users, if you can’t find the ‘Remote Desktop Connection’ on your Start menu, try looking for it from the Start Menu by selecting: Start -> All Programs -> Accessories -> Communications -> Remote Desktop Connection Start -> All Programs -> Accessories -> Remote Desktop Connection Finally search for “Remote Desktop” or 3. For Mac users, the Remote Desktop Connection may be in the program tray. If it is not there, use Spotlight to search for “Remote Desktop”. If “Remote Desktop Connection” is not installed, see https://my.popdata.bc.ca/html/RTL/mac/installVPN.html for instructions on downloading it from Microsoft (instructions start about half way down under the header “Installing the Remote Desktop Connection Client software)”. Note that ‘Apple Remote Desktop’ (an optional Application from Apple) is not suitable. If, after checking all of the above, you are still not able to connect to the RTL using the Remote Desktop Connection please refer to Part 6 below on who to contact for additional help, and what to include in your message. Part 2 | Practice navigating in the RTL The R: drive is the RTL network drive that contains all the course material. You can see what is in the R: drive by double-clicking on the RTL Data Files (R) icon located on the left-hand side of the computer screen. This opens a folder containing your course data directories. To continue to explore the RTL, go to the Windows symbol on the bottom left. Left click on the symbol and hover the mouse over ‘All Programs’ (or click on it once) to open a list of all programs available to you. Use the scroll bar to move up and down the list. Try launching a few programs. • Word, Excel and PowerPoint, plus other Microsoft Office products, can be started from within this list by opening the folder titled ‘Microsoft Office’, then clicking on the desired program. • SAS can be launched from within this list by opening the SAS folder, then clicking on SAS 9.39 (English)6. 6 Versions of SAS may be updated from 9.3 over time. education&training |6 The Remote Training Lab (RTL) - Orientation guide Part 3 | Screen customization for remote desktop viewing Once you have entered the RTL, you may notice grey scrollbars to the right and below the remote desktop as shown below. This indicates that the virtual screen is larger than the local screen. To set your screen for better viewing, use the Remote Desktop customization options prior to logging in and select a smaller screen size as shown below. You can then save the selection as a default or change viewing parameters prior to each RTL login. Part 4 | Logging Off Please ensure that you log out when you have finished your session, otherwise the machine is not available for others to use. To log out of the RTL, left-click on the Windows symbol at the bottom left corner of the Remote Desktop window. Then left-click on ‘Log off’. To disconnect from the VPN, right-click the VPN “lock” icon in the system tray (bottom-right of your screen) and choose “disconnect”. Some users may have the older version VPN “lock” icon: Please note: Closing the window does not log you off, and ties up the machine so others can’t use it. If you can’t see the log off button, scroll down within your viewing screen. education&training |7 The Remote Training Lab (RTL) - Orientation guide Part 5 | How to get additional help If you are not able to complete your RTL orientation and related set up procedures after you have reviewed this orientation guide and associated trouble shooting tips, send a request to [email protected]. When requesting RTL support be sure to include the following details in your request: • • • • • • • • Student Name Course Email Username Phone number Mac or PC user A description of what you tried to do The error/message that resulted from this action For a faster solution to your problem, be as specific as you can about the steps you checked above (e.g. which ones worked and which didn’t), and report any error messages that you receive. Of course, never tell anyone your passphrase. Part 6 | Additional online resources PopData’s Education and Training Unit has several free online courses and resources that you may find useful including tutorials in: • Statistical analysis • SAS • Mplus • Linear Regression • Health geomatics • Spatial Epidemiology • GIS and Epidemiology • Space-Time Disease Surveillance For details about these resources and how to access them visit: https://www.popdata.bc.ca/etu/onlinecourses education&training |8
© Copyright 2024 ExpyDoc