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15 things you should know about BA (En)


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The easiest way of mastering your BeAnywhere remote support solution and its new inSight add-on features.

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15 things you should know about BA (En)

  1. 1. beanywhere.com15 Things you should knowNew to BeAnywhere?This guide will help you get started.
  2. 2. Copyright © 2013 2www.beanywhere.comBEFORE THE FIRST STEP!Before anything else, do the following• Sign up for a trial -• Log in to your account.• Get the Technician Console running.• Ideally you should have another computer on hand, or a virtual session (using VMware, for instance).That way you can play the roles of customer and technician at the same time.Notice:For a complete BeAnywhere User Guide, visit www.beanywhere.com357101112131516171820222325The Fifteen Things you should knowAdjust it as you pleaseSolving problems remotelyHelping an absent clientLaunching an “inSight” lookControlling the customer’s DesktopBeing AlertUsing the Command PromptMoving Files between computersAuditing DevicesKnowing remote computer settingsConnecting on LANFollowing the scriptHear and be heardDealing with ReportsEnjoying good feedback123456789101112131415
  3. 3. 1. ADJUST IT AS YOU PLEASEHow is it done?Explore all configuration options on the BASE console and the Admin Area.How simple it is?Easy and fast - no more than 5 minutes.LET’S DO ITAccess your console and press the Options link.With a simple click you can enable/disable each option. Setup if you want to hear a sound warningupon the receipt of a new request, if you’d like to see a confirmation box before accepting a request oreasily change your password anytime you want.All options are meant to ease up the BeAnywhere experience, like the automatic sign in or the launchof console for everytime Windows is initiated.Copyright © 2013
  4. 4. A little bit to the right, you’ll be able to Access your Admin Area.Being the first time there, the Startup Wizard will automatically pop up.Each tab will let you setup some important features about your account.● You can set your name, company name and Logo under Profile;● Enable and set up the Initial Form presented to customers after sending a support request;● Use the Your Web Site tab to paste a script into your own webpage and insert a customizable “GetSupport” button within your site;● And state your Calling Cards prefix, as you want your customers to see it and recall it;These are just some of the options available in the web-based Admin Area. Through this Back Office,any IT Manager can supervise his departments and technicians granularly, undertake billingprocedures, check workflows in real time, monitor clients computers, launch support sessions andmuch more...Know More: To find out everything about the Admin Area, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to the product and all the related information.Copyright © 2013
  5. 5. 2. SOLVING PROBLEMS REMOTELYHow is it done?Launching a remote support session.How simple it is?As clicking a button…LET’S DO ITA client has many different ways of launching a support request.This time around, let’s use the PIN Code. Press the Start New Session button.Provide the code to your customer and direct him to that portal, as seen below, the client simply needs to type the code down.Now, under option 1, you’ll see the Pin Code: those six numbers right there.Copyright © 2013
  6. 6. You’re now inside the BeAnywhere Viewer, ready to solve any technical problems. Browse around, checkevery tab and try all of the options to get yourself familiar with BASE.Know More: To find out everything about all different ways to launch a support request, you can find a step-by-step chapter inBeAnywhere User Guide. Just visit to get full access to our solution and all the related information.Just like that, the support request is sent. A warning, like the one below, will immediately pop up on thebottom right of your screen. Accept it and the connection is established.Copyright © 2013
  7. 7. You’ll be prompted to set up a name for this computer.After this, the client will receive a request. Tell him to say “Yes” – it’s completely safe.3. HELPING AN ABSENT CLIENTHow is it done?Installing a BASE Agent on the client’s computer.How simple it is?Just send a request to the customer and wait for him to say “yes”.LET’S DO ITInstalling a BASE Agent is a process that can be launched in a number of different ways.Today, let’s do it during a support session.In the Viewer interface, simply press the Computer option and then Add PC to "My Computers" list.Copyright © 2013
  8. 8. After accepting and downloading the BASE Agent, the remote machine will, from that moment on, beavailable on the My Computers tab (in the Console Home Page).For an extra layer of security, the client can establish a password. Only technicians aware of that password willbe able to perform unassisted sessions. The next image reflects what the client will see in his screen.Clicking Yes will get him to the next window.Copyright © 2013
  9. 9. After choosing the BeAnywhere Password option, click Apply and that’s it.www.beanywhere.comFrom now on, the technician simply needs to press the Connect button and enter the password.The connection will be established and you’ll be able to provide unassisted remote support.Know More: To find out everything about unattended assistance, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to our solution and all the related information.Once again, you’ll be directed into the Beanywhere Viewer. Check it further, if you haven’t done it already.Copyright © 2013
  10. 10. 4. LAUNCHING AN “INSIGHT” LOOKHow is it done?Just head into your Admin Area.How simple it is?A click here and a click there – checking a couple of options it’s all that is necessary.LET’S DO ITAccess the Admin Area.On the left side of the interface, choose Technicians (under MANAGEMENT).Now at the center, press the Permissions tab.At the bottom you will see the two options you’re looking for to launch inSight features.The first option enables the technician to create warnings, run existent scripts and audit machines.The second option gives complete control over inSight Lite features, like activating/deactivating insightmonitoring in any remote computer, delete warnings or manage (add, edit, delete) scripts.Copyright © 2013
  11. 11. www.beanywhere.comJust like that, you are now in direct control of the customer’s mouse cursor; your keystrokes will actlike if you were typing on the remote keyboard.5. CONTROLLING THE CUSTOMER’S DESKTOPHow is it done?Through the BASE Viewer.How simple it is?Select the correct tab and you’re in!LET’S DO ITThe Remote Desktop tab is fairly visible at the top of the BeAnywhere Viewer. Click it.Copyright © 2013 11www.beanywhere.comYou can now cruise around the client’s machine as if it was your own local desktop.At the bottom of this screen, you’ll find an array of additional options. Try them out.For instance, you can take snapshots of the screen or record everything you’re doing.You can also try to restart the remote computer with autologon.Know More: To find out everything about the Remote Desktop feature, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to our solution and all the related information.
  12. 12. On the left side of the interface, choose My Computers (under MANAGEMENT).Now choose any computer. Then press the Alerts tab, at the middle of the interface.Press the Add New button.6. BEING ALERTHow is it done?It’s getting repetitious: again in the Admin Area, of course.How simple it is?Setup the alerts you want and sit back: monitoring is happening.LET’S DO ITAccess the Admin Area.Give the alert the name you want (for later easy reference). More importantly, use the please select the ruletype dropdown box. Just select the one you want and adjust the settings (including the script to run). You havea dozen to select, from CPU/memory/HD occupation to processes running and even online/offline status.Copyright © 2013 12www.beanywhere.comAnd that’s it. Just do it again and again – you have a maximum of 10 enabled alerts (and 20 disabled more)– and press the Save button when done.
  13. 13. 7. USING THE COMMAND PROMPTHow is it done?Again, the BASE Viewer will present you this possibility.How simple it is?Just by clicking in the correct tab, of course.LET’S DO ITThe System Shell is another one of the tabs presented by the BASE Viewer.There’s no need to share the customer screen to solve every little issue, so BeAnywhere provides youthis emulated command line that can be used to speed up the most common tasks. Just type any com-mand on the text box.Copyright © 2013
  14. 14. Type “tasklist”, for instance. If you have done it right, you are now seeing in your Viewer all theprocesses running on the remote machine.Now try this one: NET USER username {password | *} /ADD.The username and password are up to you. This command will let you add another user in the localmachine. Try all the buttons as well for some General Commands.The Powershell, for instance, will let you extend the command-line with an associated scriptinglanguage and COM/WMI support through the .NET framework.Don’t forget that, for full throttle use of this powerful option, you should be running with administratorprivileges.Know More: To find out everything about the System Shell feature, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to our solution and all the related information.Copyright © 2013
  15. 15. So at the left you’ll see your own files and folders. At the right you’ll find the remote computer list offiles. Just grab whatever you want, from wherever side you want, and drag it to the other side. It’sthat simple. You can check the file transfer queue at the bottom.Try all the options at the top as well. Make new folders, delete files, rename them…Know More: To find out everything about the File Transfer feature, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to our solution and all the related information.8. MOVING FILES BETWEEN COMPUTERSHow is it done?The BASE Viewer continues to provide all the answers.How simple it is?Just drag it and drop it.LET’S DO ITThe File Transfer Tab is the one to click now.Copyright © 2013
  16. 16. On the left side of the interface, choose Audit Devices from REPORTS.Choose the computer you wish to audit (you can choose multiple computers at once).9. AUDITING DEVICESHow is it done?Now it’s just becoming redundant. Again the Admin Area.How simple it is?You know which one to audit? Then click it. Done.LET’S DO ITAccess the Admin Area.Hit the Audit button.The new window enables you to choose the type of report that should be generated. You can also choosethe email address to where the report will be sent.Copyright © 2013
  17. 17. 10. KNOWING REMOTE COMPUTER SETTINGSHow is it done?Just one more tab left...How simple it is?The information is right there. Just read it.LET’S DO ITThis time around, choose the System Info Tab.This option let’s you know virtually everything about the remote computer data.Click at any option(s) at the left side of the screen and browse around.You can export all of this data to an Excel file, if you like.Know More: To find out everything about the System Info feature, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to our solution and all the related information.Copyright © 2013
  18. 18. 11. CONNECTING ON LANHow is it done?Through the Forward Port option.How simple it is?Set it up one time and the connection will be ready every time.LET’S DO ITThe client takes a part on this process - a simple task, though.He just needs to open his BeAnywhere Configuration Window (on the system tray) and then click on Settings.The new window will show an array of options. In this case, all that the client needs to do is to checkthe Enable TCP port forwarding option. Click Apply and it’s done.Copyright © 2013
  19. 19. In the new window, you’ll see three mandatory parameters:a) Local Port – Refers to the local port number on which BeAnywhere console will listen for incomingTCP connections that will then be forwarded to the remote network.b) Remote Host – The DNS or IP address where the remote service is. If the service is on the machinehosting the BeAnywhere sessions, please use “localhost” or “”.c) Remote Port – This is the port where the remote service is listening for connections. BASE needsboth the remote host and the remote port values in order to know where to route the local traffic.Know More: To find out everything about the Port Forwarding feature, you can find a step-by-step chapter in BeAnywhere UserGuide. Just visit to get full access to our solution and all the related information.As a technician, begin a support session and then click on the Advanced option at the bottom.Then, press Port forward.After the setup, make sure the Enabled box is checked and click OK. And there it is.Copyright © 2013
  20. 20. On the left side of the interface, choose Scripts, under MANAGEMENT.Click the Repository tab.Click in Add Group to select a new group of computers.Then press Add Script.12. FOLLOWING THE SCRIPTHow is it done?Yes, you guessed it: Admin Area.How simple it is?One first setup and things will roll automatically from there on.LET’S DO ITAccess the Admin Area.Copyright © 2013
  21. 21. Now choose the name and enter a description for the script. Press Add Script to save the information.Further down you’ll find the Required Files area, press Add File.Now specify the filename, the MD5 hash (optional), the origin URL and the destination folder.Then, at Script Content, you can decide if the script text can be directly inserted into BASE, through theExplicit Script option (paste the necessary string of commands into Script Body, selecting afterwards detype of script being used); or if it’s available at an external URL, selecting External Script (set the URL andchoose the script type).Click Save and the script is ready to go!Copyright © 2013
  22. 22. Press the Start VoIP Call option.And there it is, the connection is established.You can adjust the Audio Settings as you please and end the call by pressing the obvious End Call button.13. HEAR AND BE HEARDHow is it done?Answer a client’s support request.How simple it is?Easier than making a call from your cell phone.LET’S DO ITOn the Viewer, during a support session, press the Session button – regardless the tab you’re in, it willalways be there on the bottom.Copyright © 2013
  23. 23. 14. DEALING WITH REPORTSHow is it done?Through the Admin Area.How simple it is?Just like sending an email.LET’S DO ITHead to your Admin Area.Now, under REPORTS, choose Session History.At the center you will see a list of all the remote sessions provided. Just choose one anddouble-click it.Copyright © 2013
  24. 24. In this new screen you can setup the name and email to whom the report will be sent. Try out the othertabs as well: the chat log, the video recording (if any) or maybe the remote computer information.When you’re done, simply press the Email Report button.This final screen will let you choose what to include in the report. Check or uncheck anything you like,just for the sake of it, and then click Send.Know More: To find out everything about BeAnywhere Reports, you can find a step-by-step chapter in BeAnywhere User Guide.Just visit to get full access to our solution and all the related information.Copyright © 2013
  25. 25. 15. ENJOYING GOOD FEEDBACKHow is it done?Send a survey to customers.How simple it is?Just write your questions down and wait for the responses.LET’S DO ITDuring a remote session, the Send Survey option is always available under the Advanced option.Click it.You’ll see a list of surveys from which to choose from. Being your first time though, you obviouslywon’t have any survey ready to send.Copyright © 2013
  26. 26. Let’s create one, then. Head to your Admin Area.Now, under MANAGEMENT, press the Surveys option. You’ll see the big Create New button on thecenter of the screen. Click it.The first screen will let you decide some simple settings. Cruise around the options and then hit theNext button at the bottom.Now you’ll be able to start composing the actual questions. Hit the New question button.Copyright © 2013
  27. 27. Simply write down your question on the text box and decide what type of answer the customer willbe able to provide.If you decide to use the List of Choices option, then you obviously will need to set those choices aswell. Try it. Press the Add Option button.Now add your options, as many as you like, and keep clicking Add.When you’re done, don’t forget to click the Active checkbox, so that those questions get included inthe survey. And that’s it, the survey is ready to go.Know More: To find out everything about BeAnywhere Surveys, you can find a step-by-step chapter in BeAnywhere User Guide.Just visit to get full access to our solution and all the related information.Copyright © 2013
  28. 28. BeAnywhere EuropeParque das NaçõesAlameda dos OceanosLot 1.07.1 Y, Office 2.21990-096 210 441 550©2013 BeAnywhere. All rights reserved