Difference between revisions of "Getting ready for your support session with OdataLink"

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(creating 2 pathways to help set up environment to receive support from Odatalink)
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We provide support through Microsoft Teams and TeamViewer ''(preferred)''.
We provide support through Microsoft Teams and TeamViewer ''(preferred)''.
[[File:teamviewer_dialog_download.png|300px|thumb|right|Download '''Temporary Session Handler''' app for your OS or '''Launch Application''']]
Please follow the steps before starting a support session.


= Receiving support via Teams or TeamViewer =
Please setup your <span style="color:green">environment<ref name="environment" /></span> before starting a support session.
 
= Receiving support via [https://www.teamviewer.com TeamViewer]<ref name="teamviewer" />=
<gallery mode="slideshow" style="horizontal-align: left;">
File:teamviewer_dialog_download.png|100px|thumb|left|Download '''Temporary Session Handler''' app for your OS or '''Launch Application'''
File:teamviewer_dialog_waiting.png|100px|thumb|center|Waiting for the '''OdataLink Support Person''' to receive connection notification and start session
File:teamviewer_dialog_verify_user.png|100px|thumb|center|Verify User
File:teamviewer_dialog_allow_access.png|100px|thumb|center|Verify User - Allow Access
File:teamviewer_dialog_complete.png|100px|thumb|right|Connection established
</gallery>
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>.
#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 receive Support through [https://www.teamviewer.com TeamViewer]<ref>[https://www.teamviewer.com TeamViewer - Official Website]</ref>, please follow the steps below:
#Browse to the Quick Support link provided by us as shown in the image.
#*If you have TeamViewer installed, click on '''Launch application''' as highlighted in <span style="color:red">red</span>.
##You would be displayed a dialog asked you 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 and open the installation
#*To receive Support through Microsoft Teams, please follow the steps below:
[[File:Cont_share_expand.png|300px|thumb|right|Teams Admin Center - Content Sharing]]
[[File:Cont_share_expand.png|300px|thumb|right|Teams Admin Center - Content Sharing]]
[[File:Recording-tac-expand.png|300px|thumb|right|Teams Admin Center - Meeting Recording]]
[[File:Recording-tac-expand.png|300px|thumb|right|Teams Admin Center - Meeting Recording]]
#*Please ensure you have '''Teams Admin Center''' access, or inform your IT team, to enable the following features for '''External Participants''':
= Receiving support via [https://teams.microsoft.com/ Microsoft Teams]<ref name="microsoft-teams" />=
 
To receive Support through Microsoft Teams, please follow the steps below:
== Steps to enable ''Give or Request Control'' for External Participants ==
*Please ensure you have '''Teams Admin Center''' access, or inform your IT team, to enable the following features for '''External Participants''':
#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, please follow this [https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#content-sharing ''link'']<ref name="control-request">[https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#content-sharing MS Learn - Content Sharing]</ref>
<br \>
;Steps to enable ''Give or Request Control'' for External Participants
:*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" />


== Steps to enable ''Meeting Recording'' for External Participants ==
<br \>
#Login to '''Teams Admin center''' and Navigate to Meetings > Global Policies > '''Meeting Policies'''.  
;Steps to enable ''Meeting Recording'' for External Participants
#Under '''Recording & transcription''' section, toggle '''''Meeting Recording''''' switch to ON.
:*Login to '''Teams Admin center''' and Navigate to Meetings > Global Policies > '''Meeting Policies'''.  
:*Under '''Recording & transcription''' section, toggle '''''Meeting Recording''''' switch to ON.


To view the official documentation, please follow this [https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#recording--transcription ''link'']<ref name="meeting-recording">[https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#recording--transcription MS Learn - Recording and Transcription]</ref>
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" />




= References =
= 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 />
<references />

Revision as of 04:20, 26 September 2024

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.

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

Please setup your environment[1] before starting a support session.

Receiving support via TeamViewer[2]

  • Download Temporary Session Handler app for your OS or Launch Application

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 Red outline.
  1. A dialog box will be displayed on the browser asking you to allow the URL to open TeamViewer.
  2. Click on Allow or Open depending on your browser.
  3. 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.
  1. A file download dialog will be opened. Allow to download install the Temporary Session Handler
  2. Once installed, you will be asked to verify the person providing you support. Click on Verify user
  3. Further details would be displayed on the screen. Verify the details and mark "I trust this person..."
  4. Click on Allow Access
  5. Your TeamViewer session with OdataLink would be started.


Teams Admin Center - Content Sharing
Teams Admin Center - Meeting Recording

Receiving support via Microsoft Teams[3]

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:


Steps to enable Give or Request Control for External Participants
  • 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 link[4]


Steps to enable Meeting Recording for External Participants
  • Login to Teams Admin center and Navigate to Meetings > Global Policies > Meeting Policies.
  • Under Recording & transcription section, toggle Meeting Recording switch to ON.

To view the official documentation on Meeting Recording, please follow this link[5]


References

<references> [2] [3] [1] [4] [5]

  1. ↑ Jump up to: 1.0 1.1 Your workspace viz. Laptop, Desktop, Fabric Workspace, Shared or Network Drives
  2. ↑ Jump up to: 2.0 2.1 TeamViewer
  3. ↑ Jump up to: 3.0 3.1 Microsoft Teams
  4. ↑ Jump up to: 4.0 4.1 Microsoft Learn - Content Sharing
  5. ↑ Jump up to: 5.0 5.1 Microsoft Learn - Recording and Transcription
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