TruGrid Setup Guide With MFA - For Windows – Summit

TruGrid Connector for Windows is Summit’s new tool for server access. It features optional Multi-Factor Authentication (MFA) and allows access via both an application and a web portal, providing enhanced security and easier access anytime, anywhere.

If you are not currently set up to use MFA, please check out our Trugrid Setup Guide Without MFA For Windows

Requirements:

Trugrid credentials (Found in your Summit Welcome email)
Windows 10/11
An Android or Apple Smart phone capable of SMS and/or downloading apps for their applicable app stores.

Installing Trugrid Windows Connector:

download the TruGrid Windows Connector from the following link: https://www.trugrid.com/downloads/winconnector.
Once the download is finished, Open your downloads folder and run "TruGrid_Windows_Connector_Installer" as administrator
- Or install directly from within the browser
Click Install on the following popup window:
Click Install.

Logging into the Trugrid Windows Connector

1. Open Trugrid Windows connector on your Windows Device
2. Enter your username and click "continue"
  - Please consult Your Summit welcome email for your Trugrid username and password
3. Enter your password
4. Click "Setup multifactor authentication"
  - The choice to select "remember me" will be available after the 1st login

Choose your MFA authentication Method

1. Multi-Factor Authentication can be used via the Trugrid Authenticator, SMS, Email, or another preferred authenticator app.
  - The Trugrid Authentication app is recommended, for better security, and features "Push to authenticate" which can make signing in very quick!
  - Text Message or Email are also an option.
    1. If you do not see email, please open a support ticket and notify our support staff.
    2. If choosing "Text Message" or "email", skip the "Trugrid Authenticator" sections ahead

Installing the Trugrid Authenticator App

From your smartphone, install the TruGrid Authenticator application from the App Store (iOS or Android).

Setting up Trugrid Authenticator App

Open the TruGrid Authenticator mobile app.
Select the + sign on the top right. Use your smartphone to scan the TruGrid QR code displayed on your computer browser.
- Accept any prompt from your phone to allow TruGrid to use your camera.
From the TruGrid Authenticator application on your Smart Phone, select Allow.
- If this does not happen, please manually type the six-digit code and click NEXT on your computer.
Enter your mobile phone number and activate MFA.
- Note: You can always reset your MFA in the future
You should now see your Trugrid server names.

Connecting to your server

Hover your mouse over the desired server and click Connect to the right of the listed server you want to access.
Read the End-User License Agreement for the TruGrid Connector software and click I Agree to proceed with the connection to your desktop.
Windows Defender Firewall: Be sure both "network boxes" are checked, then click Allow access.
For the RDP prompt, check the box for Don't ask me again… and then click Connect to finalize the connection to your desktop.
A desktop should load, indicating you've logged into your server!

*Additional Option Steps

You can adjust settings for better display results, folder or printer redirection, and more when logging into your server.

To configure Settings, click the drop-down menu on the top right corner of the TruGrid Windows Connector, then click Settings from the drop-down menu.
Configure your preferred Settings and click Save when done.