Steps for Remotely Assisting a Vista User: Given that all of the above configuration is in place, here’s how to actually invoke a Remote Assistance connection.

1. Have the remote Vista user click on the Start button and then select Help and Support.
2. Under the “Ask for assistance” heading, the Vista user should click on “Invite a friend to connect to your computer with Remote Assistance” and then click on “Invite someone to help you.”
3. At this point, a virus checker may pop up and report possible suspicious behavior (because the help Center software is trying to access the e-mail system), so the remote user may have to give permission for the suspicious behavior to continue.
4. Next, have the remote user select an appropriate communication means (e-mail, instant messaging, save file to disk).
5. Have the remote user fill in the blanks for the invitation. Be sure to have him change the amount of time before the invitation expires to an appropriate amount. Be sure that both of you are exactly clear on what password is being assigned. (Passwords are case sensitive.)
6. When the remote user clicks on the button to send the invitation, it invokes the e-mail software, putting it in compose mode (assuming that e-mail was the selected communication means, of course). The remote user is now responsible for putting your e-mail address into the e-mail being composed, and then hit the Send button (another one). Be aware that the Help Center software does not wait for this to happen, though. It immediately launches the RA software, which places a window on the screen to indicate that it is waiting for a connection. This window appears in the foreground, obscuring the e-mail application. So, it is necessary to have the remote user minimize the RA window first, in order to get at the e-mail message being composed, so that it can be sent. (CAUTION: Have the remote user be certain to only minimize the RA application. It is all too easy to accidentally close it, instead.) IMPORTANT: The Vista user has to remain present to approve incoming connections.
7. When you receive the e-mail invitation, double-click on the attachment. This will launch the terminal services software at your end and challenge you for the password. Enter the password and click on the OK button. (Remember: Passwords are case sensitive.) Note: Above the password entry box, you will see the status of the invitation with regard to its expiration time. If the invitation is expired, it will say so; however, you are not prevented from entering a password and attempting to connect anyway. After you click on the OK button, the invitation status will no longer be displayed. It’s easy not to notice that the invitation has expired, and after you enter the password and click on OK it’s too late to see the expiration status. So, keep that in mind.
8. On your screen, you should now see a 3-pane window with a title of Remote Assistance. The upper-left pane is a chat history that also contains messages to you. The first message will be “Waiting for an answer…”
9. At this point, over on the remote machine, a dialog box will pop up asking the remote user to approve the connection. Have the remote user click on OK. IMPORTANT: The remote user’s job is not quite done. This first approval only allows you to VIEW the remote machine.
10. In order to actually affect changes on the remote machine, you need to actively take control. You do this by clicking on the Take Control button above the chat history pane (Alt+C). The remote user will now be presented with a second dialog box asking for permission to allow you to actually take control. This dialog box includes a checkbox that optionally allows the remote assistant to approve UAC dialogs. So, have the remote user be sure to check that box before clicking on the OK button. Otherwise, whenever a UAC dialog appears, your screen will go black and you will literally be in the dark as to why.
11. And now, you’re in.

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