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1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. My Oracle Support Basics Get Ahead. Stay Ahead.

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Page 1: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

My Oracle Support Basics Get Ahead. Stay Ahead.

Page 2: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Support Best Practices—Maximize Business Value

DISCOVER Support Best Practices

ADOPT My Oracle Support

MAXIMIZE Premier Support Proactive Portfolio

Oracle Premier Support

Page 3: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

ADOPT

My Oracle Support

Page 4: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Adopt: My Oracle Support Portal One-stop shop

One-stop shop for knowledge, community, proactive best practices, capabilities, tools, and much more

Guidance, ideas, and solutions based on real-world experience from Oracle experts and industry peers

Access to patches and updates, product certifications, and reporting Stay informed, configure email notifications to ensure you receive targeted

alerts for Critical Patch Updates (CPUs), Security Alerts, and Third Party Bulletin updates

Direct access to Advanced Customer Services and Proactive Hardware Services

Create, monitor, and manage Services Requests

Page 5: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Adopt: Access to My Oracle Support

User versus administrator roles

Users can be granted independent access to My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets

Service Request access can be restricted through Service Request profiles

Patch Download access can be restricted and/or limited to specific products by user

Knowledge preferences and PowerViews can be defined to tailor user experience and improve search results

User privileges and options support.oracle.com

Page 6: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Adopt: Utilizing The Support Portal

Setting up your user account

Managing Users

Hands-on demonstration

Page 7: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

<Insert Picture Here>

For Customer User Administrators (CUA)

Page 8: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 9: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 10: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 11: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Search by UserName

Page 12: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 13: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 14: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 15: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Manage Users

Page 16: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings: Pending User Requests

Page 17: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

19 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Dashboard: Pending User Requests

Page 18: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings – Support IDs & Privileges

Page 19: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings – Support IDs & Privileges

Page 20: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings – Support IDs & Privileges

Page 21: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings – Support IDs & Privileges

Page 22: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings – Support IDs & Privileges

Page 23: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

26 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Settings - Audit

Page 24: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Adopt: Utilizing The Support Portal

Portal Navigation Overview

Configuring the Dashboard

Setting Proactive Alerts & Notifications

Search the Knowledge Base effectively

My Oracle Support Community

Get Proactive Portfolio

Searching for Patches and Patch Recommendations

Review and verify Product Certifications

Service Request Management and Recommendations

Hands-on demonstration

Page 25: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

DISCOVER Best Practices when working a Service Request

Page 26: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Discover: Working effectively with Support Best Practices

Answer

1. Find answers fast, search the

Knowledge Base for a solution

2. Visit My Oracle Support Community and seek an answer from Oracle experts and industry peers.

3. Unable to locate a solution?

Submit a Service Request through

My Oracle Support

When you have a question, need, or issue

Chances are, an answer or solution already exists

Explore the powerful Knowledge Base in My Oracle Support

Visit My Oracle Support Community for guidance and solutions from Oracle experts and industry peers

Page 27: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

30 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Discover: Working effectively with Support Best Practices

Include the right product designation and version

Provide a comprehensive description of the issue

Ensure that the business impact is described in detail

Diagnostic data is a vital element of your Service Request as it will help expedite analysis and diagnosis of critical errors

Verify that the severity level is set appropriately and accurately represents the business impact

Submitting a well formed Service Request

Page 28: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Severity Level Business Impact Technical Impact

1st Response Update Frequency Resolution Time

Severity Level 1 Mission Critical

Business Impact < 1 Hour

(Telephone Preferred) Continual Updates

24x7 Co-Owned

Severity Level 2 Serious

Business Impact Communication

Preference Multiple Updates

24-48 Hrs. Co-Owned

Severity Level 3 Minor

Business Impact Communication

Preference Updates

2-3 Business Days Co-Owned

Severity Level 4 No

Business Impact Communication

Preference Updates

3-5 Business Days Co-Owned

Discover: Matching Severity Level To Business Impact

Page 29: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Discover: Service Request Status Codes

Open Service Requests Closed Service Requests

Work in Progress Resolved With Solution

Customer Working Resolved With Workaround

Review Update Customer Abandoned

Development Working No Fault Found

Awaiting Internal Response Enhancement Request

Solution Offered Duplicate

Close Initiated Not Entitled

Close Requested Defect Pending

Auto-Close

Review Defect

Review Task

Page 30: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Discover: Working effectively with Support Best Practices

‘CUSTOMER WORKING’ Usually means the Support Engineer either has something for you to try, they need to collect additional information, or have more questions for you

‘SOLUTION OFFERED’ The Support Engineer has identified the problem and has provided you with a solution

‘AUTOMATICALLY CLOSED’ / ‘CLOSE INITIATED’ Prevent your issues from moving in this direction due to lack of action on your part

Monitoring Service Requests—Statuses to know

Act quickly when you see these status changes (to either answer questions, collect information or try the offered solution) in order to keep the Service Request moving

If you take an extended period of time to respond or provide information it sends the Support Engineer an implicit message about the problem urgency which may not match the Service Request priority

If the status is not changing or if you are not getting responses back within the agreed timeframes you may want to review the action plan the Support Engineer has outlined or talk about a new action plan

Page 31: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Discover: Working a Service Request Effectively

Documentation is essential – Provide detailed and timely responses to all questions – Ensure there is an action plan after each update and determine who owns each action – Minimize Service Request ‘tag’ or ‘pinging’ by ensuring you provide information

requested or an explanation of why it may not be possible to provide

Request phone calls where appropriate

Request Collaborative Support sessions as appropriate (web conferences)

Test in the standard environment.

Monitor changes in SR status and severity

Communicate when a change in severity becomes necessary

Escalate concerns via the escalation process

Improve results and expedite outcome

Page 32: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

35 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Step 1: Customer calls

Support

Step 2: Support receives call, identifies customer,

and notifies Escalation Manager

Step 3: Escalation Manager

responds to customer

Senior Manager/ Director

(re-escalation)

VP/Executive (re-escalation)

Discover: Escalation Process

Call www.oracle.com/support/contact.html Accessibility and accountability from Support Management

Escalation and severity are different processes

Severity increases and Sev1s are not escalations

Escalation is a focused, collaborative process

Escalations yield – Management Contact

– Action Plan

– Communication Plan

Bringing Management Attention to a Service Request

Page 33: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Q&A

Page 34: My Oracle Support Basics · My Oracle Support Community and the Knowledge Base to facilitate reduction of internal support tickets Service Request access can be restricted through

54 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.