In this guide we will cover:
– Creating the TeamViewer Fields
– Configuring a Site
– Configuring an Asset
– Use on a Ticket
The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon clicking the button that will appear in each area, you can instantly remote on to effectively support your clients.
Creating the TeamViewer Fields
In Configuration > Integrations > Remote Support > TeamViewer, you will see two buttons saying "Create TeamViewer Field" – one for sites, one for assets.
Clicking one of these buttons will automatically enable the module.
Fig 1. TeamViewer configuration.
Once the button has been clicked and the "TeamViewer" field created, the button will disappear.
Fig 2. TeamViewer configuration after fields have been added.
Configuring a Site
In the "Customers" area, go to the site you wish to add a TeamViewer ID to.
The field will show in the "Additional Details" area at the bottom of the "Details" tab. Edit, and put the ten digit code/ID here.
Upon saving, the "TeamViewer" button will appear at the top. Clicking this will take you to the TeamViewer URL of that device, where you can log in.
Fig 3. Setting TeamViewer ID on the site.
Configuring an Asset
In Configuration > Asset Management > Asset Type, select an asset type. Go to the "Field List" tab, and add the "TeamViewer" field.
Fig 4. Adding TeamViewer field to an asset type.
A "TeamViewer" button shows on the asset to join a session per the field in "Additional Details".
Fig 5. TeamViewer ID on an asset.
Using the "TeamViewer" button to connect will also then show a connection in the asset's "Change History" tab.
Fig 6. TeamViewer connections in the Change History tab.
Use on a Ticket
If an asset with a TeamViewer ID is related to a ticket by the "Asset" field in the ticket type's field list, the TeamViewer button can be used directly on the ticket.
Fig 7. Adding Asset field to the ticket type field list.
Clicking this will follow the same link as the button on the asset itself.
Fig 8. TeamViewer button on a ticket.
