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

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Getting ready for your support session with OdataLink (view source)

Revision as of 23:38, 30 September 2024

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Landing page for setting up support session on the client's end
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(Landing page for setting up support session on the client's end)
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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 ensure that the user has sufficient rights within your <span style="color:green">environment<ref name="environment" /></span> or have your IT administrator join the support call before starting a support session.


Please ensure that the user has sufficient rights within your <span style="color:green">'''environment'''<ref name="environment" /></span> or have your '''IT administrator''' join the support call before starting a support session.
<br \>
= Receiving support via [https://www.teamviewer.com TeamViewer]<ref name="teamviewer" />=
= Receiving support via [https://www.teamviewer.com TeamViewer]<ref name="teamviewer" />=
<div style="float: right;">
To get started with a Support Session via '''TeamViewer''', refer to [[Setting up TeamViewer for Support session with OdataLink]]
<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
File:teamviewer_dialog_allow_access.png|100px|thumb|Verify User - Allow Access
File:teamviewer_dialog_complete.png|80px|thumb|Connection established
</gallery>
</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>.
#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'''
#Wait for a few minutes until the support person starts the TeamViewer session
#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.




<br \>
<br \>
= Receiving support via [https://teams.microsoft.com/ Microsoft Teams]<ref name="microsoft-teams" />=
= Receiving support via [https://teams.microsoft.com/ Microsoft Teams]<ref name="microsoft-teams" />=
<div style="float: right;">
To get started with a Support Session via '''TeamViewer''', refer to [[Setting up Microsoft Teams for Support session with OdataLink]]
<gallery mode="traditional">
File:Cont_share_expand.png|350px|Teams Admin Center - Content Sharing
File:Recording-tac-expand.png|350px|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''':
 
 
;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
:*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 [https://learn.microsoft.com/en-us/microsoftteams/settings-policies-reference#recording--transcription ''link'']<ref name="meeting-recording" />


<br \>
<br \>
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<ref name="microsoft-teams">[https://teams.microsoft.com Microsoft Teams]</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="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>
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