OVERVIEW
Trouble shooting problems on remote customer PCs over a combination of phone, email and trouble ticket conversations
can be challenging.
Direct access to the client's PC desktop computing environment can provide extremely efficient
support options
besides eliminating the travel time to remote customers sites. The Web+Center Help desk can be used
to create trouble tickets for customers and schedule support sessions between technicians and customers
using the calendar features.
After researching several remote control products and working with 3rd party vendors that provide these
products, we have licensed and integrated the remote control product from
www.CrossLoop.com with the Web+Center
Help Desk.
The CrossLoop utility fit our design requirements for integration with our Help Desk product
which included:
- Small footprint for quick download
- Easy to install and launch
- Clients/Customers feel comfortable and secure and access is only available with both parties permission
- Intuitive interface and simple to run
- Some simple file sharing and transfer options
- Works on most networks and across firewall configurations using commonly open ports
- A reliable and industry tested utility
How it works with Web+Center Version 6.0
The CrossLoop Remote Control tool works by having customers and technicians install
a small client program on each of their desktops and then launching and sharing
Access codes to view and control the remote desktop. Once the application is installed
by the customer or the technician, additional support sessions with remote control can be
easily launched with a single click of the CrossLoop application icon on the desktop.
The Customer+Center portal now has Remote Control Session button option from the default
customer page (See Figure #1 below) and Logged in users have an option in the customer options dropdown
(See Figure #2) as well.
Once users select either of these options, they are directed to a page with
CrossLoop remote control utility
download, installation and launch instructions. Typically, this utility can be download and installed
in a few minutes by the client.
Figure #1 - Customer+Center default page Remote Control Option
Figure #2 - Customer+Center Logged in user options menu with Remote Control Session
The Tech+Center now offers a similar feature for technicians to download and install the
Remote Control utility
on the technicians PC. The "Status" button has been renamed to "Status / Tools" and this
page offers a link to this support tool and potentially other tools in the future. (See Figure #3 below)
Figure #3 - New Status/Tools Button and Link to launch Download
The Remote Control Session Interface
When the remote control tool is launched, a small, simple interface will appear showing
two tabs. (See Figure #4). Customers will have been instructed to click on the "Share" tab and obtain
an Access code that is then shared with the Technician who is then ready to Access the customer's remote
computer desktop. The Technician clicks on the Access tab, enters their name and the Access code
provided by the customer. A final confirming dialog window is displayed for the customer
to acknowledge the technician's sharing of the customer desktop (screen, mouse, keyboard) session.
Figure #4 - CrossLoop Interface window with Access/Share Options
How to install this Remote Control Utility on your Web+Center installation.
This feature is currently available and integrated with the current Web+Center 6.0 production download
available (as of November 11, 2008) from our website. If you have a current Web+Center 6.0 system,
you can
download a
zip
file containing the updated and new Web+Center files to add this feature to your
system. This feature is currently only being planned for Version 6.0 and future releases,
so if you are
running version 5.0, please review the upgrade options on our
Pricing page on our website.
This feature does not require any database changes to your Version 6.0 system.
To install the Remote Control Upgrade Zip File,
download the zip file, and unzip and place the Techcenter files into the techcenter
directory, Customercenter files into the Customercenter directory and the language files
into the language directory.
The table below shows information about the files in the
Remote Control Upgrade Zip File
and labels each file as a new or updated files in each of
the Web+Center directories. This is helpful for users who have possibly
made some customizations to their Web+Center installations and still want to add
in this new feature. Before
copying in any of the updated file, make a complete backup of your Web+Center application
folders.
| Directory Name |
File Name |
Notes |
| CustomerCenter |
default.asp |
Updated Existing file - Use caution when upgrading as this file is often customized |
| CustomerCenter |
RemoteControlSession.asp |
New File |
| CustomerCenter |
DoCustomerOptions.asp |
Updated File |
| CustomerCenter |
CustomerOptions.asp |
Updated File |
| CustomerCenter |
CCHeader.inc |
Updated File -Use caution when upgrading as this file is often customized |
| TechCenter |
RemoteControlTool.asp |
New File |
| TechCenter |
Status.asp |
Updated File |
| TechCenter |
Toptions.asp |
Updated file |
| Language |
wcLabels.inc |
Updated File - Use caution when upgrading as this file is often customized |
| Language |
CrossLoopSetup_ISSINC.exe |
New File containing the remote control utility |
| Language |
remotecontroldownloadXX.jpg |
14 new graphic files for documentation |
| Language |
RemoteControlSession.jpg |
New File for Customer+Center button |
| Language |
alertbox.jpg |
New file for documentation |
|