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Windows Instances Guide
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insanefire10 authored Oct 9, 2024
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84 changes: 84 additions & 0 deletions docs/guides/How to access Windows Instances.md
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# How to access Windows Instances on Openstack #

There are 2 main ways to get access and control a Windows Instance on Openstack. This tutorial will cover both methods.

## Prerequesites ##

* A newly created Windows Server Instance on Openstack
* Access to Infra via OpenVPN OR On the Cyberlab Secure Network



# Method 1: Using the Openstack Console (Must be used for initial Windows Setup)

Openstack has a built-in console viewer for Instances which allows you to get a true console view of the Instance allowing for easier debugging of the Instance. You will have to use this method to initially setup Windows Server.

## Steps:
1. On the left plane, choose `Compute` and then `Instances`
![Instance page](../img/win-guide/instancespage.png)
2. Click on the Instance to view
![Instance page](../img/win-guide/instancespage2.png)
3. Click on the `Console` tab
![Instance page](../img/win-guide/consoletab.png)
4. You now have a console view of the Instance! From here you can add an Administrator password to Windows and use the Instance!
![Instance page](../img/win-guide/consoleview.png)

# Method 2: Using Remote Desktop Connection

Remote Desktop Connection (Also known as RDP somtimes) is a program in Microsoft Windows that allows you to access another Windows computer over a network. Using this method has added benefits such as easy folder sharing, viewing the Instance in full-screen mode, clipboard sharing and more!

By default, Openstack blocks all inbound connections to Instances and therefore we need to make a security group to allow inbound RDP access

Important Note: You cannot directly use this method on the very first time you startup your Instance as Windows requires you to set an Administrator password upon Instance creation. Follow Method 1 to gain initial access to the machine and add a password.

## Step 1: Creating a security group
1. Connect to Infra via OpenVPN or `Cyberlab Secure`
2. Go to `horizon.hackucf.cloud` and log into your account
3. Click on `Network` on the left-hand pane and then `Security Groups`
![Instance page](../img/win-guide/network_secgroup.png)
4. On the right-hand side, click on `Create Security Group` and give it a name and description, then press `Create Security Group`
![Instance page](../img/win-guide/creategroup.png)
![Instance page](../img/win-guide/creategroup2.png)
5. On the Manage Security Group Rules screen, click `Add rule`
![Instance page](../img/win-guide/addrule.png)
6. Choose the `RDP` Rule in the Rule dropdown, leave all other options as default and click `Add`
![Instance page](../img/win-guide/addrule2.png)

This new group can be applied to any future Windows Instances to quickly allow RDP access

## Step 2: Adding the security group to your Instance
1. On the left plane, choose `Compute` and then `Instances`
![Instance page](../img/win-guide/instancespage.png)


2. Click on the Instance to add the security group to
![Instance page](../img/win-guide/instancespage2.png)


3. Click the dropdown arrow on the right and select `Edit Security Groups`
![Instance page](../img/win-guide/editsecgroup.png)


4. Select the appropriate security group and select `Save`

![Instance page](../img/win-guide/choosesecgroup.png)


RDP will now be allowed through the Openstack firewall for the instance!

## Step 3: Connecting to the instance
1. Open your remote desktop client
* Windows Clients: Open Start Menu > type in "Remote Desktop Connection"
* MacOS Clients: [Windows App](https://apps.apple.com/us/app/microsoft-remote-desktop/id1295203466?mt=12)
* Linux Clients: [Remmina](https://remmina.org/)
2. Enter the IP address of your Instance and press `Connect` (You can find this in Compute > Instances)

![Instance page](../img/win-guide/rdp.png)

3. Enter the credentials for the Instance and select OK

![Instance page](../img/win-guide/rdp2.png)

4. You will be successfully connected to the Instance!

![Instance page](../img/win-guide/rdp_final.png)
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1 change: 1 addition & 0 deletions mkdocs.yml
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Expand Up @@ -47,6 +47,7 @@ nav:
- "Security Groups Guide": "guides/Security Groups.md"
- "How to Launch an Instance": "guides/How to Launch an Instance.md"
- "Migration Guide": "guides/Migrate Instance.md"
- "Windows Instances": "guides/How to access Windows Instances.md"
- "Troubleshooting": "guides/Troubleshooting.md"
#extra_css:
# - stylesheets/extra.css

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