Features available with Remote Access integrations:
- We provide you the integration with the multiple sites of online meetings, remote support and collaborations using the remote access.
- Those online services available for integrations with this systems are:
[A] GoToMeeting.
[B] GoToAssist.
[C] Webex.
[D] TeamViewer.
- The staff agents are able to extract all the transcripts of remote access conversation on the manage portal. The symbol for it gets displayed on the header menu for the manage portal.
- If staff wants to convert their details into ticket then open particular chat & select convert to ticket option which is at the right side of the page.
The integration of the four given portals in remote access is explained below.
[A]GoToMeeting
GoToMeeting with HD video conferencing is a simple yet powerful way to collaborate in real time.
Meeting can be added from gotomeeting.com by this portal as per requirement.
Steps for integration:-
Step 1] Sign up for the https://developer.citrixonline.com.
Step 2] Go to My apps >> Add new app for creating a new app.
name: The name for the app created should be mentioned here.
Description: The description about the app should be mentioned here.
Product API: GoToMeeting is to be selected as the product API.
Application URL: One can mention https://api.citrixonline.com as the application URL.
After you are done with filling up the details for app, one can select create app option.
Step 3] One can get the consumer key by selecting the particular app that is created.
Ex: https://developer.citrixonline.com/user/me/apps
Step 4] Log-in to the manage portal:
Path: Settings /Integrations /Remote access /GoToMeeting.
Domains: The domain for which GoToMeeting settings are to be done is to be selected from here.
Status: The status can be either enabled or disabled from here.
Consumer key: The consumer key that one gets after creating the app in the user account is to be mentioned here. (From Step 3)
Callback URL: The callback URL is to be mentioned here https://api.citrixonline.com
Step 5] Create an account for GoToMeeting from http://www.gotomeeting.com
Step 6] After creating an account for GoToMeeting go to the manage portal
Path: Staff Menu/Profile/ Integrations
Domain: The domain for which the app setting is to be done is to be selected from the drop down.
Integration app: The integration app for which the setting is to be done is to be selected from the drop down.
Email: The email that was used while creating the GoToMeeting account is to be mentioned here.
Password: The password that was used while creating the GoToMeeting account is to be mentioned here.
Step 7] After the successful adding of the GoToMeeting account you can go to:
Path: Settings/User Section/Role/Integration/GoToMeeting/ Select Yes.
Note: After saving all integration of the GoToMeeting, the icon of the GotoMeeting gets displayed on the header menu for the manage portal.
.
[B]GoToAssist
GoToAssist is a cloud-based toolset for IT support teams and customer support organizations.
Staff can create session as well as see domain wise session details on GoToAssist section from
header menu on manage portal.
Steps for integration:
Step 1] Sign up for https://developer.citrixonline.com
Step 2] Go to My apps >> Add new app for creating a new app.
App Name: The name for the app created should be mentioned here.
Description: The description about the app should be mentioned here.
Product API: GoToAssist is to be selected as the product API.
Application URL: One can mention https://api.citrixonline.com as the application URL.
After you are done with filling up the details for app, one can select create app option.
Step 3] One can get the consumer key by selecting the particular app that is created.
Ex: https://developer.citrixonline.com/user/me/apps
Step 4] Log-in to manage portal:
Path: Settings /Integrations/ Remote access/GoToAssist.
Domains: The domain for which GoToAssist settings are to be done is to be selected from here.
Status: The status can be either enabled or disabled from here.
Consumer key: The consumer key that one gets after creating the app is to be mentioned here. (From Step 3)
Callback URL: The callback URL is to be mentioned here https://api.citrixonline.com
Step 5] Create an account for GoToAssist from https://www.gotoassist.com
Step 6] After creating an account for GoToAssist go to the manage portal
Path: Staff Menu/Profile/ Integrations
Domain: The domain for which the app setting is to be done is to be selected from the drop down.
Integration app: The integration app for which the setting is to be done is to be selected from the drop down.
Email: The email that was used while creating the GoToAssist account is to be mentioned here.
Password: The password that was used while creating the GoToAssist account is to be mentioned here.
Step 7] After the successful adding of the GoToAssist account you can go to:
Path: Settings/User Section/Role/Integration/GoToAssist/ Select Yes.
.
[C]Webex
WebEx provides online meetings and presentations, webinars, town halls, online courses and training, and online presentations.
Steps for integration:
Step 1] Log-in to the manage portal.
Domains: The domain for which GoToMeeting settings are to be done is to be selected from here.
Status: The status can be either enabled or disabled from here.
Site ID: Contact you Webex portal admin for site ID.
Partner ID: Contact you Webex portal admin for site ID.
Callback URL: Add your WebEx url here.
Step 2] After add operation your site login details.
Path: Staff Menu /Profile/Integrations
Domain: The domain for which the app setting is to be done is to be selected from the drop down.
Integration app: The integration app for which the setting is to be done is to be selected from the drop down.
Email: The username that was used while login Webex portal.
Password: This is the password which is used for the login WebEx portal.
Note: All the remote access integration details have to be enabled in the:
Administration>>Profile>>Integration>>Webex
After saving all integration of the Webex, the icon of the Webex gets displayed on the header menu for the manage portal.
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[D]TeamViewer
TeamViewer connects to any PC or server around the world within a few seconds. Client can able to create & manage meeting or session using TeamViewer & staff can also do same by this system.
In order to integrate TeamViewer with this system follow the following steps:
Step 1] Login to your TeamViewer account https://login.teamviewer.com/
Step 2] Go to Profile >> apps >> Create script token
Step 3] Enter the name and description along with different access rights and save the changes from the save option.
Step 4] After the changes are saved the token will be generated.
Step 5] Log-in to the manage portal,
Path: Settings / Integrations /Remote access / TeamViewer.
Enable TeamViewer and save the changes by save option.
Step 6] Go to Staff Menu >> Profile >> Integrations
Domain: Domain for which TeamViewer is to be integrated is to be selected from the drop down.
Integration app: The particular app that is to be integrated is to selected from the drop down.
API token: The token that one gets from TeamViewer is to be entered here. (From Step 4)
Note: After saving all integration of the TeamViewer, the icon of the TeamViewer gets displayed on the header menu for the manage portal.
Go to Setting>>Role on bottom integration list is there please make sure TeamViewer integration is enable (YES).
