Getting ready for your support session with OdataLink: Difference between revisions

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__NOTOC__
__NOTOC__
OdataLink users may request for support to help with '''errors, optimizing queries, implementing dataflows and automation,''' or to build '''dashboards and reports''' ready for use.
OdataLink users may request for '''Support and Consulting''' with our Support Team.


We provide support through Microsoft Teams and TeamViewer ''(preferred)''.
We provide support through '''Microsoft Teams''' and '''TeamViewer''' ''(preferred)''.


Please setup your <span style="color:green">environment<ref name="environment" /></span> before starting a support session.
These tools enable OdataLink support team to remotely access and view settings or troubleshoot issues. This in turn improves resolution times and efficiency.


= Receiving support via [https://www.teamviewer.com TeamViewer]<ref name="teamviewer" />=
Before starting a support session, please ensure that the user receiving support has sufficient rights within your '''environment''', which may include your Laptop, Desktop, Fabric Workspace, Shared or Network Drives.
<div style="float: right;">
<gallery mode="traditional">
File:teamviewer_dialog_download.png|220px|thumb|Download '''Temporary Session Handler''' app for your OS or '''Launch Application'''
File:teamviewer_dialog_waiting.png|160px|thumb|Waiting for the '''OdataLink Support Person''' to receive connection notification and start session


File:teamviewer_dialog_verify_user.png|80px|thumb|Verify User
If you are unsure of your user rights, please have your '''IT administrator''' join the support call before starting a support session.
File:teamviewer_dialog_allow_access.png|100px|thumb|Verify User - Allow Access
<br \>
File:teamviewer_dialog_complete.png|80px|thumb|Connection established
=Receiving support via TeamViewer=
</gallery>
'''TeamViewer''' is our preferred way of providing support because it enables support person to quickly access settings for faster troubleshooting.
</div>
A Quick Support link of the format shown in the image would be provided by us. Browse to the link.


*If you have TeamViewer installed, click on '''Launch application''' link as highlighted in <span style="color:red">Red outline</span>.
'''TeamViewer''' doesn't require changing any local or group settings, and system defaults.
#A dialog box will be displayed on the browser asking you to allow the URL to open '''TeamViewer'''.
#Click on '''Allow''' or '''Open''' depending on your browser.
#Your TeamViewer session with OdataLink would start automatically.
*If you don't have TeamViewer installed, click on '''For Windows''' or '''For MacOS''' as per your system configuration.
#A file download dialog will be opened. Allow to download install the '''Temporary Session Handler'''
#Once installed, you will be asked to verify the person providing you support. Click on '''Verify user'''
#Further details would be displayed on the screen. Verify the details and mark "I trust this person..."
#Click on '''Allow Access'''
#Your TeamViewer session with OdataLink would be started.


To get started with a Support Session via [https://www.teamviewer.com '''TeamViewer'''], refer to [[Setting up TeamViewer for Support session with OdataLink]]


= Receiving support via [https://teams.microsoft.com/ Microsoft Teams]<ref name="microsoft-teams" />=
<br \>
<div style="float: right;">
=Receiving support via Microsoft Teams=
<gallery mode="traditional" perrow=2>
Microsoft Teams allows Requesting or Giving Remote Control which enables support team to quickly access local settings for faster troubleshooting.
File:Cont_share_expand.png|250px|thumb|Teams Admin Center - Content Sharing
File:Recording-tac-expand.png|250px|thumb|Teams Admin Center - Meeting Recording
</gallery>
</div>
To receive Support through Microsoft Teams, please follow the steps below:
*Please ensure you have '''Teams Admin Center''' access, or inform your IT team, to enable the following features for '''External Participants''':


These features of Microsoft Teams that are essential to provide support are generally disabled by default.


;Steps to enable ''Give or Request Control'' for External Participants
If your company policy or IT team interferes with enabling features for '''External Participants''', please refer to [[#Receiving support via TeamViewer]]
:*Login to '''Teams Admin Center''', and Navigate to Meetings > Global Policies > '''Meeting Policies'''.
:*Under '''Content Sharing''' section, toggle '''''External Participants can give or request control''''' switch to ON.


To view the official documentation on '''Content Sharing''', please follow this [https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#content-sharing ''link'']<ref name="control-request" />
To get started with a Support Session via [https://teams.microsoft.com/ '''Microsoft Teams'''], refer to [[Setting up Microsoft Teams for Support session with OdataLink]]


<br \>


;Steps to enable ''Meeting Recording'' for External Participants
= Additional Links =
:*Login to '''Teams Admin center''' and Navigate to Meetings > Global Policies > '''Meeting Policies'''.
:[https://www.microsoft.com/en-au/microsoft-teams/group-chat-software Microsoft Teams Website]
:*Under '''Recording & transcription''' section, toggle '''''Meeting Recording''''' switch to ON.
:[https://www.teamviewer.com/en/download/windows/ Download TeamViewer]
 
To view the official documentation on '''Meeting Recording''', please follow this [https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#recording--transcription ''link'']<ref name="meeting-recording" />
 
<br \>
= References =
<references>
<ref name="teamviewer">[https://www.teamviewer.com TeamViewer]</ref>
<ref name="microsoft-teams">[https://teams.microsoft.com Microsoft Teams]</ref>
<ref name="environment">Your workspace viz. Laptop, Desktop, Fabric Workspace, Shared or Network Drives</ref>
<ref name="control-request">[https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#content-sharing Microsoft Learn - Content Sharing]</ref>
<ref name="meeting-recording">[https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#recording--transcription Microsoft Learn - Recording and Transcription]</ref>
</references>

Latest revision as of 22:52, 3 October 2024

OdataLink users may request for Support and Consulting with our Support Team.

We provide support through Microsoft Teams and TeamViewer (preferred).

These tools enable OdataLink support team to remotely access and view settings or troubleshoot issues. This in turn improves resolution times and efficiency.

Before starting a support session, please ensure that the user receiving support has sufficient rights within your environment, which may include your Laptop, Desktop, Fabric Workspace, Shared or Network Drives.

If you are unsure of your user rights, please have your IT administrator join the support call before starting a support session.

Receiving support via TeamViewer

TeamViewer is our preferred way of providing support because it enables support person to quickly access settings for faster troubleshooting.

TeamViewer doesn't require changing any local or group settings, and system defaults.

To get started with a Support Session via TeamViewer, refer to Setting up TeamViewer for Support session with OdataLink


Receiving support via Microsoft Teams

Microsoft Teams allows Requesting or Giving Remote Control which enables support team to quickly access local settings for faster troubleshooting.

These features of Microsoft Teams that are essential to provide support are generally disabled by default.

If your company policy or IT team interferes with enabling features for External Participants, please refer to #Receiving support via TeamViewer

To get started with a Support Session via Microsoft Teams, refer to Setting up Microsoft Teams for Support session with OdataLink


Additional Links

Microsoft Teams Website
Download TeamViewer
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