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7 Posts tagged with the support tag

Out with the old

 

old_open_cases_widget.png

 

In the past, when a customer wanted to check on the status of any of their open cases they would log into their secure space overview page and use the Community Open Cases widget. This widget was designed with a very simple goal in mind, just display the open cases with a bit of extra information and an emphasis on Severity 1 issues. This proved useful for quite some time and gave customers a good overview of what was going on with their community from a support perspective.

 

However, there was one major flaw. Customers had no way of interacting with this information and often found it very difficult to organize this data in a manner that they could use quickly and efficiently. Welcome, open cases widget 2.0!

 

 

 

 

The new and improved open cases widget

 

new_open_cases_widget.png

 

Along with our upgrade of the Supportal to SBS 3.0, I took on the job of updating this widget to provide customers with better control over their open cases. There are two major upgrades that I gave this widget which have enhanced the way people use it:

 

1. Cases broken down by Severity

 

Instead of displaying all the open cases in a potentially enormous group, I've broken down the display into 3 distinctive parts. This is especially helpful for customers with more than 10+ open support cases at a time and allows customers to quickly see if they have any Level 1 issues that they need to attend to quickly.

 

2. New case option available: Priority

 

To the right of every case status is a set of up and down buttons which control the individual priority of every issue (within their respective severity).

 

 

 

 

 

Okay great, so how do I use it?

 

Step 1: Log in

 

Log into the Supportal and visit your Company's secure space "Overview" tab

 

overview.png

 

Step 2: Organize open cases

 

Browse through any open cases and use the "move up/move down" buttons to re-order them. All the moving on the screen will be done in real-time thanks to our good old friend Javascript. You may recognize these buttons from SBS, as they are used to control the location of profile fields on the admin console registration settings page.

 

priority_control.png

 

Step 3: Don't forget to Save!

 

As of right now, your cases will be in the order you want on the overview page, but there is one final step. You will need to click the Save Settings button at the bottom right hand corner of the widget. This will take the current ordering of your widget and persist the case priorities to the database.

 

save_settings.png

 

You will receive a friendly notification at the top of the widget that your Priority changes have been successfully saved, and you are done!

 

settings_saved.png

 

 

 

Well that's easy enough, how does it all work?

 

I'm glad you asked--it's really quite simple.

 

 

Displaying the widget

 

First off, the widget loads up all the non-closed cases within a secure space and puts them into three different Collections (one for each severity):

 

for (String caseID : caseIDs) {
    try {
        SupportCase supportCase = supportCaseManager.getSupportCase(Long.parseLong(caseID));
        String status = supportCase.getStatus();
        if (status != null && !caseStatusManager.isClosedStatus(status)) {
            String severity = supportCase.getSeverity();
            String priority = supportCase.getPriority();
            supportCase.setPriority(priority != null ? priority : "0");
 
            if(severity.equals("Level 1")) {
                openSev1Cases.add(supportCase);
                Collections.sort(openSev1Cases, new CaseComparator());
            }
            else if(severity.equals("Level 2")) {
                openSev2Cases.add(supportCase);
                Collections.sort(openSev2Cases, new CaseComparator());
            }
            else {
                openSev3Cases.add(supportCase);
                Collections.sort(openSev3Cases, new CaseComparator());
            }
        }
    }
    catch (NotFoundException e) {
        log.error("Could not retreive support case in OpenCasesWidget: " + e.getMessage());
    }
}

(Ideally this will get refactored soon to allow for more or less than 3 severities instead of being hard-coded. But it will work for now.)

 

 

The CaseComparator() orders all the currently open cases by their priority in the database. If nothing has yet been set, it will be put in the order that the cases were created.

 

 

The fancy effects

 

The cases are now sent to the template, where they are displayed in their respective severity grouping and automatically hooked into the Javascript functions that allow the up/down buttons to work. When you click on one of the buttons the following Javascript magic happens:

 

1. References to the required objects on the screen are loaded up using Javascript:

 

var moveUp = function(e, type) {
    Event.stop(e);
    var ansc = this.up(".case-field");
    if(ansc != undefined) {
        ansc.previous().insert({before: ansc});
        updateHiddenField(ansc, ansc.next());
    }
    updateOrderingAnchors(type);
}

 

2. A hidden priority field for each case is updated with the new ordering value:

 

var updateHiddenField = function(element, newElement) {
    var temp = element.select(".case-priority")[0].value;
    element.select(".case-priority")[0].value = newElement.select(".case-priority")[0].value;
    newElement.select(".case-priority")[0].value = temp;
}

 

3. The ordering of the case above (or below if the down arrow was pressed) will be swapped on screen and the list rebuilt:

 

var updateOrderingAnchors = function(type) {
    if(type == "1") {
        var elms = $("sev1-case-list-body").select("tr");
    }else if(type == "2") {
        var elms = $("sev2-case-list-body").select("tr");
    }else{
        var elms = $("sev3-case-list-body").select("tr");
    }
    elms.each(function(tr, i) {
        var anchors = tr.select(".field-moveup")[0];
        if (i <= 0) {
            anchors.update("<span class='move-up-disabled'>move up</span>");
        }
        else {
            anchors.update(new Element("a", {"class": "anchor-move-up", href: "#"}).update("move up"));
        }
        anchors = tr.select(".field-movedown")[0];
        if (i == elms.length - 1) {
            anchors.update("<span class='move-down-disabled'>move down</span>");
        }
        else {
            anchors.update(new Element("a", {"class": "anchor-move-down", href: "#"}).update("move down"));
        }
    });
    bindAnchors();
}

 

 

4. Now that the ordering is complete, you click the Save Settings button which makes a call to this Javascript to call a DWR method and display the nice notification at the top of the widget:

 

CasePriorityAction.setPriorities( values, {
    callback:function() {
        $('save-button').enable();
        $('jive-success-box').style.display = "block";
        Effect.Fade($('jive-success-box'),{delay: 3, duration: 5});
    }
});

 

 

 

Saving the data

 

The final step involves saving this to the database, which is done by the call to the setPriorities DWR method as noted above. This loops through all the cases on the screen and sets the priorities in the database accordingly:

 

public void setPriorities(List<String> values) {
    try {
        for(String value : values){
            String[] vars = value.split("-");
            SupportCase supportCase = supportCaseManager.getSupportCase(Long.parseLong(vars[1]));
            supportCase.setPriority(vars[2]);
            
            supportCaseManager.updateSupportCase(supportCase);
        }
    }
    catch (NotFoundException e) {
        log.error("Could not retreive case in CasePriorityAction: " + e.getMessage());
    }
}

 

 

 

I hope this information provides you with interesting insight into how our custom development allows us to work smarter and more efficiently with all our customers.  We want these new features to enrich your Jive experience!

 

As always, Jive welcomes any and all feedback about this feature and the Supportal in general.  Please comment on this post or start a discussion in our Supportal Feedback space.

494 Views 3 Comments Permalink Tags: jivespace, customization, support, development, widget, javascript, supportal, sbs

Introducing the CTF

 

When Jive SBS released this March with the newly developed Content Type Framework (CTF), it unlocked a world of limitless possibilities.  Perhaps one of the greatest (and most overlooked) features in the Jive SBS 3.0 release, the CTF allows business owners the ability to dream big without taking a big hit to the wallet by providing developers with simple, easy-to-use hooks for creating new content types like events, ideas, forms and more.  Customizations that would have previously taken several months or longer can be condensed into far shorter development cycles and can now all be done inside of a plugin.  This has the added benefit of reducing long-term cost of ownership, as it ensures developers will be insulated from core product changes, making upgrades and patch release updates a breeze.

 

Naturally, given all of the benefits of the framework, we couldn't resist taking advantage of it ourselves!  In the latest release of the Supportal we introduced a new customer environment tracking feature built on top of the CTF that we hope will shape our customer support experience in the months and years to come.

 

 

What is a customer environment?

 

Simply put, it is a collection of structured data that gives Support details on your setup, e.g., which version of the product you are using, the database you're hooked up to, and special configuration options that you use.  When published, they look similar to a document:

 

environment_view.png

 

Because the environment form is built on top of the CTF, commenting, tagging, search and other extras are all features that essentially come along for free.  The editing experience is just like a regular form:

 

environment_edit.png

 

Once an environment has been created, you'll want to use it when creating new cases in the Supportal:

 

environment_to_case.png

 

 

Why should I create an environment?

 

I'm glad you asked!  Well, first off, if you're an Enterprise SaaS customer, we already have you covered, so no need to worry.  Jive Support will create an environment document for you with the correct details and name it clearly so you know which one to use when creating new support cases.  If you're hosting the software internally, consider these benefits:

 

  • Faster Response Times
    Once you fill out an environment, we'll never again have to ask you which version you're running on or what Java options you're using!  Less back and forth with our Support Engineers means less time spent gathering details and more time on fixing problems and answering questions.  Plus, if you have multiple environments that you manage, the environment tracking feature clarifies which one your case pertains to for both your colleagues and our support team. 

  • Transparency
    We're all about keeping people in the loop and environment tracking does just that.  If your system admin goes on vacation, you won't be struggling to find the information you need to help our Support team resolve the problem.  Plus, if a technical person needs to come up to speed on a case you have submitted, all of the details are available in one central place. 

  • Improved Customer Support in the Future
    When you associate an environment to your case, you're helping us build a repository of information that enables us to identify areas of collective strength and weakness.  Environment tracking opens the door for advanced reporting capabilities that were previously impossible or very difficult at the least.  It also allows us to make better decisions about the direction of the product.

 

 

Is my data safe?

 

When you create an environment, it will only be visible within your secure customer space in the Supportal, so only those with access to your secure space will be able to see the information, even if your case is made public.  And we're not evil, so we'll never share your data with third parties.  Your data is safe with us!

 

Now, after all this, if you still have concerns about creating an environment to associate with your next case, please let us know why! We're hope you're happy with our constant improvements to our Support tool and invite all feedback, either on this blog post or in our Support Feedback space.

 

Thanks and enjoy!

 

 

Additional Reading

 

If you're still reading, you must be a developer saying "I'm excited about creating my own custom content type!  Where do I start?"  For a deeper look at custom content types, start here.  After you have browsed through the documentation, download the example memo content type plugin from our public plugins SVN repository:

 

https://svn.jivesoftware.com/svn/dev/repos/jive/plugins/memo-type-example/trunk/

 

The memo custom content type is a simple example that demonstrates the power of the Content Type Framework.  Check it out and start playing!

780 Views 0 Comments Permalink Tags: support, supportal, environment, sbs, custom_content_type, customer_environment, environment_tracking, ctf, content_type_framework

Supportal

This is the first in a series of upcoming blog posts where we will delve into the details behind our Supportal.  As most of our customers are already aware, the Supportal is Jive's Clearspace customization that transforms generic communities into personal communities where Jive collaborates directly with our customers via cases, documents, and projects.

 

This first post will provide the high-level overview, overriding design goals, business goals, and additional benefits to the Supportal.  Future posts will delve into the business decision details, and the architecture.

The Name

People often ask how the name Supportal came to be.  When it comes to overall creativity, I am horrible.  In this project's infancy, I used Customer Portal, Customer Support Portal, Support Portal, and many other terms as names.   Will French, Jive's Senior Support Engineer, and now the Supportal Development Lead, abbreviated Support Portal, to Supportal (likely making fun of me talking too fast), and the name stuck.  It also gets rid of that stigma around the word "portal" as well!

Reasons for the Supportal

The Supportal was created to resolve's Support's own business pains.  Prior to identifying the business pains however, we set 3 main overriding goals for the project:

 

  1. Simplicity: The goal of the supportal is to solve business pain.  Too many other support sites are tough to use and hard to navigate.  Creating a case needs to be as simple and easy as possible. We continue this philosophy on upcoming features, ensuring that additional features add benefit without causing pain.
  2. Accessibility: Customers weren't getting the information they needed, and people within Jive were not seeing the information they needed.  The solution needed to include as many people as possible, while still being private so that only Jive and the customer can see the information.
  3. Usability: Jive prides itself on this, and this is something that's always on our list.  Making the Supportal as usable as possible is also a guiding factor we focused on during the first iteration and continue to improve upon.

 

With the overriding goals set, we identified the following business goals:

  • Create a solution where customers can go to create all their cases, regardless of severity
  • Replace email with an online system as the mode of communication
  • Recreate survey information.  Associate the survey to the case.
  • Integrate Discussions (only community) with cases to provide customers with a single location to get their answer.
  • Provide customers the ability to create public cases, allowing others (outside Jive support) to read, contribute, and resolve, while ensuring that Jive Support will answer your issue.
  • Provide the same functionality (email) for customers who refuse to use the new system.
  • Remove manual customer and contract validation process

 

Solution

With the business goals identified, we realized that we had to integrate with our online community.  Clearspace provided communities (security for each customer), email notification, reply by email, discussions, and a means to replace email as the primary mode of communication.  80% of the work was done for us.  The missing parts were:

  • Auto-creation of customer communities via account, customer, and contract information in Salesforce
  • Validating customer ability to create cases upon user login
  • Adding meta data into customer community discussions, allowing them to become cases.
  • Customizing customer communities to show cases instead of discussions.
  • Synchronizing the cases (specifically the meta data) with Salesforce.
  • Paging for Severity 1 cases
  • Surveys
  • Creating cases via email

 

The following blog posts are going to delve into these sections providing more information behind each business goal, and how we customized Clearspace to solve the goal.

Additional Benefits

As with many solutions, we quickly realized that the Supportal can be used for more than just customer cases.  The first additional use case for the Supportal was identified when our professional services team started using Clearspace's project functionality within the Secure Communities.  This was exactly what Clearspace Projects were intended for, and the Supportal solved our PS department's communication requirements perfectily with no additional customizations.

 

We also have experienced a slight decrease in overall cases due to the increased visibility of the cases.  Managers will frequently apply a community watch so that they receive emails whenever anyone creates a case in their community.  We have had managers reply to a case telling us to disregard the case due to it being something they need to solve internally.  We have also had managers follow up with their team directly when issues are stagnating, allowing us to resolve issues quicker.

 

Finally, the public case feature is being used for about 7% of all of our cases.  Not a huge number, but definitely significant, and each additional case that is made public results in additional information in our community for others to see and use.  This stat is without us pushing the feature at all.

1,585 Views 5 Comments Permalink Tags: plugin, jive_software, community, customization, developers, support, supportal

Over the past months we have come to the realization that when it comes to severity of your cases it really comes down to 3 levels:

1. Critical

Either your production site is down (cannot be accessed) or there is a problem affecting the users in such a way that the site is unusable. This includes (but is not limited to) events like: Cannot post a discussion, cannot add a comment to a blog post, cannot login, etc.

 

When events like this happen, please reach out to Support as soon as possible to quickly get things assesed and corrected. The easiest way to do that is to create a case in your support community, and choose the severity 'Critical.'

 

2. Medium

While a Medium Severity issue may still be happening on your production site, it only has minor business impact, resulting in some functionality loss.  This can include (again, not limited to) things such as formatting errors, page layout issues, webservices bugs, etc. We know there is sometimes a fine line between medium and critical issues, but we trust you to use your best judgement. If we perceive an issue as mis-categorized, we may change the severity level and explain to you why we have done so.

 

3. Low

This is the last severity level. This is intended to bucket all remaining issues that are happening on your staging, UAT, or development site, problems with a widget you are writing, questions on a feature, best practices, feature requests, etc. All issues relating to a non-production site will be re-assigned to low by Jive Support if initially categorized as medium or critical.

 

When choosing a severity level please keep in mind that there are exceptions to every rule; each company has their own priorities and criteria for defining what is 'mission critical' to their Clearspace instance and business success. We want to accurately understand the impact of each issue you submit, and we feel that moving to 3 severity levels will help us accomplish this to a higher extent.

 

Your feedback is welcome.

 

 

Thanks,

Jive Support

806 Views 0 Comments Permalink Tags: support, severity

Customer Portal Launching!

On Monday, May 19th, we launched a new support solution to provide our customers with a better support experience.  We are moving from our old email based system, to leveraging our Jive Communities ClearspaceX instance to provide discussion based support via cases.  What does this mean for you?  Well there are a lot of high level benefits:

  • No more losing emails in the internet--attachments are particularly bad at causing this

  • You can now view all your cases with us, and check on the status

  • You can choose to make cases private or public--knowing that we will respond to both regardless of who can see them.

 

There are some things to be aware of regarding the new processes:

 

What About my Existing Open Cases?

All emails sent into Jive will be created as new cases--this will be the primary point for the case moving forward, although we will ensure that your cases' history is maintained so that we do not lose any context when solving your issue.

 

Your "Personal" Community

When you log into Jive Community (this site), assuming you have an active support contract, and email address, you will now see a new community under the Support Community named after your company.  This is a community that only members of your company, and Jive can see.  Everything created in here is private.  If you are not seeing your Personal Community, please email accountsupport@jivesoftware.com.

 

Email

You can still send emails, and the system will automatically process and publish them online.  As long as you have an account with a valid email address, email will work just fine.  Additionally, assuming you have not disabled your watches, you will receive a watch update when we (or someone else if public) responds to your case.

 

Keeping Track of Cases

After logging in, just navigate to your personal space (your company name).  If you don't see it, email accountsupport@jivesoftware.com.  Within your space, you will see all your open cases on the overview tab, and a complete history of all your cases on the cases tab.  Please note, that due to the new solution, cases processed using the email system will not show up.

 

How Can my Co-Workers Submit Cases?

Assuming we have a record of your coworker (if not, just email accountsupport@jivesoftware.com), all your coworker needs to do is create an account on jivesoftware.com/community using their work email address, and then they will also see your personal company space.  Additionally, your co-worker will also see all your cases, their status, and can create cases themselves.

 

What are Private and Public Cases?

When you create a case, you have an option to make it public, and to select in which community you want to create the case.  The default however is private.  We have this set to protect your security, and to ensure that any public information is intentionally shared.  When a public case is created it shows up as a discussion in the community you chose.  Others can see and respond to your case just like a discussion--in fact they won't even know that it is a case!

 

When creating the case do not worry if you need to make it private later on.  You can make a case public or private at any point throughout the case's history.

 

Please give us your feedback and let us know what you think.  We are constantly striving to improve your experience with Jive Support!

 

How to set up/use your new space

The attached document contains step by step instructions with screenshots on how to access your private community.

 

2,216 Views 12 Comments Permalink Tags: support, case, customer_portal, support_site, support_process, case_submission, supportal

As some of you might have already noticed, Marty Kagan, our VP of Engineering, recently blogged about what is going on with Clearspace.

 

We really listened to our customers' feedback, and created what we believe is the best of both worlds, getting customers the latest features, while ensuring customers are on a supported version, with availability for patches.  This last bit is critical as it means that one-off patches for bugs will no longer be going out to a single customer.  Instead, fixes will be rolled into patch releases on a regular basis so that all customers can benefit from known reported bugs.

 

Let us know what you think!

 

1,367 Views 0 Comments Permalink Tags: clearspace, support, release_train, release_cycle, releases, patches

As many of you have already noticed our Jive Integrated support instance on jivesoftware.com/jive has joined the developer community on our Jive Community ClearspaceX instance at http://www.jivesoftware.com/community.  Through user feedback, we re-integrated the supportand developercommunities within a single site to improve your experience.  You should now have much less trouble deciding where to post--depending on whether the question is a developer related question or a support related question all on the same instance.  For users of our old instance, all information from our old site was migrated to this new location.

 

With this move not only comes a better user interface and integrated user community but also provides Jive Support with the ability to create periodic blog posts.  Jive Support Engineers will be blogging on best practices we use ourselves when troubleshooting or improving our products' environments.  Please let us know if 

there is anything in particular you want to know more about!

 

Thanks,

 

Kevin Williams

Jive Support Manager

1,249 Views 2 Comments Permalink Tags: clearspacex, community, support, welcome