Troubleshooting Windows XP Professional with the Remote Assistant, Part 1

November 21, 2001

By Greg Shultz

(This article was originally published on the 8wire Web site and is reprinted on TheWinWiz with permission.)

Rolling out a new operating system, such as Windows XP Professional, in a corporate environment takes a lot of planning and testing - and you'll more than likely do a lot of both. However, you can rest assured that no matter how much planning and testing you do, you're going to run into some glitches and gremlins here and there once Windows XP Professional is actually in use on your network. While some of the problems that crop up may be serious, many of them will probably be based on user error - a misunderstanding of a new feature or just plain unfamiliarity with the new user interface.

Whatever the cause, troubleshooting and fixing problems on Windows XP Professional systems will be much easier for help desk personnel thanks to a new feature called Remote Assistance. This function lets help desk personnel remotely take full control of a user's computer and troubleshoot the problem firsthand without leaving their own office - no more wasted time spent running across the building, or campus, just to solve a simple computer problem. As you can imagine, the Remote Assistance feature can save a tremendous amount of time and money when supporting the rollout of a new operating system.

In this article, I'll explain in more detail how Remote Assistance works and will show you how to configure a Windows XP Professional system to accept a Remote Assistance request. Along the way I'll point out some helpful tips and some traps to avoid.

Two Modes of Operation

Before I get started, it's important that you understand that there are actually two modes of operation for the Remote Assistance feature built into Windows XP Professional, which for purposes of this article I've termed the Internet mode and the network mode. The Internet mode is officially known as Solicited Remote Assistance and the network mode is officially known as Offer Remote Assistance. (The Remote Assistance feature in Windows XP Home Edition only provides the Internet mode of operation.)

Chances are good that you've already heard a lot about the Internet mode of Remote Assistance, as this is the mode that Microsoft calls attention to in their promotional material. Under Internet mode, novice users can request assistance from experts over the Internet via Windows Messenger or Outlook Express and invite them to connect to their computers and interactively help solve a problem.

On the other hand is the little-known network mode of Remote Assistance, which is designed to work on a network running either a Windows NT or Windows 2000 domain. Under the network mode of operation, both the expert and the novice user are running Windows XP Professional and are members of the same domain or members of trusted domains. In this scenario, help desk experts, or anyone with Administrators group privileges, can directly offer assistance to novice users without having to first receive an official Remote Assistance invitation from the novice via Windows Messenger or Outlook Express.

The default method of operation for network mode assumes that there is already an official system in place for the corporate help desk to receive requests for assistance from network users.

Security Concerns

As you can imagine, under the Internet mode of operation, Remote Assistance carries with it certain security concerns, because a novice user may be giving total control of their system to a complete stranger on the Internet who purports to be a Windows XP expert. Once that expert is granted full control over the system, he or she can delete crucial files, upload viruses, or give bad advice concerning changes to crucial system configuration settings. As such, when using the Internet mode of operation it's extremely important that you personally know the expert or can verify their credentials with a reputable source.

However, under network mode, you don't need to be as concerned with security since the expert will be an employee of, or contractor for, your company and must have a valid account on the same or a trusted Windows domain to access a novice's system. As such, you can be assured of the expert's credentials.

It's also important to note that even though the network mode doesn't require an official invitation from the novice via the Remote Assistance program, an expert isn't immediately granted full access to a novice user's system. There are actually two stages to receiving access to the novice user's system for a remote access session and both require that the novice be present to accept the request from the expert. Furthermore, the novice has the ability to end the remote access session at any time.

Bandwidth Concerns

Another thing to keep in mind is that remote control tools such as Windows XP Professional's Offer Remote Assistance feature tend to use a large amount of network bandwidth. This is because the connection between the two systems is open the entire time that the program is running. Besides traffic generated by any interaction between the expert and the novice, the biggest portion of traffic in a Remote Assistance session comes from the transmission of the novice user's screen to the expert's Remote Assistance window.

While Microsoft has put a lot of effort into making this screen transmission as efficient as possible, such as only transmitting the portion of the screen that changes during mouse movements and windows manipulation rather than transmitting the entire screen, there still might enough extra traffic to stress an already congested network.

Fortunately, there are some tricks that you can use to further reduce the amount of extra traffic generated by a Remote Assistance session. Before you, as an expert, initiate a remote assistance session, have the novice make a few changes to their system:

  • Remove the desktop wallpaper.
  • Disable any themes.
  • Disable the screen saver.
  • Reduce the color setting to 16 or 256 colors.
  • Disable any special effects settings (transition effects, shadows, and the show the contents while dragging windows effect).

Configuring a System to Accept Offers for Remote Assistance

For a novice's Windows XP Professional system to be able to accept offers of remote assistance from an expert on the network, the Offer Remote Assistance feature must be enabled. Configuring a Windows XP Professional system to use the Offer Remote Assistance feature is pretty straightforward - once you know where and how to find the hidden settings.

The Offer Remote Assistance settings are found in the local Group Policy. As such, to enable and configure the Offer Remote Assistance feature, you'll begin by launching the Microsoft Management Console (MMC) Group Policy snap-in. To do so, access the Run dialog box, type Gpedit.msc in the Open text box, and click OK. Once you see Group Policy window, open each of the following folders in succession:

  1. Local Computer Policy
  2. Computer Configuration
  3. Administrative Templates
  4. System
  5. Remote Assistance

As soon as you open the Remote Assistance folder, you'll see two settings - Solicited Remote Assistance and Offer Remote Assistance - in the details pane, as shown in Figure 1. As you can see, the Offer Remote Assistance setting is disabled by default. (I'll come back to the Solicited Remote Assistance setting in a moment.)


Figure 1. The Remote Assistance settings are stored in the local Group Policy.

To continue, double-click the Offer Remote Assistance setting. When you see the Offer Remote Assistance Properties dialog box, select the Enabled radio button, as shown in Figure 2.


Figure 2. You'll need to enable the Offer Remote Assistance feature.

As soon as you enable the Offer Remote Assistance setting, the Permit Remote Control Of This Computer panel becomes active and you'll find two settings in the drop down list: Allow Helpers To Remotely Control The Computer and Allow Helpers To Only View This Computer. The default setting allows the expert (referred to here as a helper) to take full control of the computer and the other setting only allows the expert to view the computer. You should leave the default setting for full control enabled.

At this point, you need to designate which users or groups will be considered experts and allowed to use the Offer Remote Assistance feature to access this computer. To do so, click the Helpers: Show button to open the Show Contents dialog box. Then click the Add button and type the name of a user or group in the Add Item dialog box. When you do, you need to use the following formats:

  • Domain\user
  • Domain\group

For example, if you wanted to give members of the Help Desk group in the GCS domain the ability to use the Offer Remote Assistance feature to access this computer, you'd fill in the Add Item dialog box as shown in Figure 3. (I should note that in some of my tests on a Windows NT Server 4.0 domain, I had to specify a specific user account name in addition to the group that the user belonged to.)


Figure 3. You'll need to specify which users or groups will be able to use the Offer Remote Assistance feature.

After you've finished specifying users and groups, click OK twice - once to close the Show Contents dialog box and once to close the Offer Remote Assistance Properties dialog box.

The Solicited Remote Assistance Setting

When you return to the Group Policy window, you'll see that the Solicited Remote Assistance setting is listed as Not Configured. This setting pertains to the Internet mode of operation and as such really doesn't come into play in the network mode of operation, so you can leave it as it is or you can enable it - it really doesn't matter.

At this point, you might be thinking that since you're configuring this system to use the network mode of operation, you would want to disable the Solicited Remote Assistance setting so that a novice user won't be able to request assistance from an outside source. But that's not really necessary, as the Solicited Remote Assistance feature won't work from behind a firewall without special network configuration changes, such as opening TCP/IP Port 3389.

However, it's important to keep in mind that if you disable the Solicited Remote Assistance setting, you won't be able to use the Offer Remote Assistance feature to access this computer. If you disable the Solicited Remote Assistance setting and then attempt to use the Offer Remote Assistance feature to access this computer from an expert system, you'll receive a vague error message stating that a program failed to start.

To complete the configuration, click OK to close the Group Policy window. Once you do, the system is configured to receive offers of remote assistance.

An Alternate Configuration Point

If you're logged on to a novice user's Windows XP Professional system as an Administrator, you can also configure the Internet mode of operation from the Remote tab in the System Properties dialog box. The only reason this is important when discussing the network mode is that the System Properties' Remote tab contains a check box labeled Allow Remote Assistance Invitations To Be Sent From This Computer. If you clear this check box, the result will be the same as disabling the Solicited Remote Assistance setting in the Group Policy window: it will disable the Offer Remote Assistance feature, thus preventing access to this computer.

Requirements for Offering Remote Assistance

Once the Offer Remote Assistance feature is configured on a Windows XP Professional system that will be used by a novice, the system is ready to accept offers for remote assistance from qualified experts running Windows XP Professional in the domain. To offer remote assistance, no special configuration of the expert's Windows XP Professional system is required.

A qualified expert must be a member of the same domain as the novice or be a member of trusted domain. In addition, the expert must have Administrators group privileges or be specifically identified by account name or by group membership as a designated Helper in the Offer Remote Assistance setting in the Group Policy on a computer configured to accept offers for remote assistance.

Conclusion

At this point, you should have a good understanding of how the network mode of Remote Assistance works and know how to configure a novice user's Windows XP Professional system to receive requests for remote assistance. In Part 2 of this series, I'll show you how to use the Offer Remote Assistance feature from an expert's system to access a novice user's system on a corporate network.