Microsoft Help desk

Microsoft Assistance in Windows XP Professional

Published: May 1, 2002 | Updated: October 1, 2004
 
Situation
Employee dissatisfaction with Helpdesk phone support experience too high
Troubleshooting new technologies more complex over the phone
Client satisfaction increased when technician visited desk
Desk side visits three times more expensive than calls
Solution
Control costs and increase client satisfaction using Remote Assistance in Microsoft® Windows® XP Professional to provide employee support without having to visit the employee’s desk.
Benefits
Increased client satisfaction with Helpdesk call center by 75%
Reduced IT support costs; communication is more efficient, and technicians do not need to visit a user's workstation to view and control the user's computer
No additional software is necessary to support Remote Assistance
Products & Technologies
Windows XP Professional
Windows XP Help and Support Center – Remote Assistance
Microsoft Windows 2000 Server and Group Policy
The traditional method of computer support for a help desk—a telephone conversation in which the user tries to describe the problem and the technician tries to explain the solution—is often a difficult process for both the technician and the user. The method that has historically satisfied users most—in-person assistance—costs three times more than phone support. Remote Assistance, a built-in feature of Microsoft® Windows® XP Professional, offers the most efficient solution. Using Remote Assistance, a technician can view and/or control a user's desktop remotely, making it easier to diagnose a problem implement the solution.
The Microsoft Helpdesk call center provides the technical support that Microsoft employees need to operate their computers and do their jobs. The center, which consists of three regional call centers, serves more than 57,000 Microsoft employees and contractors worldwide in 261 unique sites across the globe, 24 hours a day, seven days a week, in five languages, and on a variety of network links. Microsoft has a wide variety of employees, including non-technical people in all divisions. In addition, Microsoft employs a highly diverse worldwide workforce made up of individuals with many different language backgrounds. Unlike some IT enterprises, the Microsoft IT group allows most employees to have administrative rights over their own desktop PC. However, walking through an issue over the phone can be a time-consuming and frustrating process for both the helpdesk technician and the employee.
On This Page
Situation Situation  
Solution Solution
Benefits Benefits
For More Information For More Information

Situation

Helpdesk management noticed that employee satisfaction with Helpdesk was marginally below its goal (1%) when employees were serviced over the phone. By contrast, employees who received in-person, desk-side support were extremely satisfied—though this method incurred extra costs. The Helpdesk was looking for a way to improve Microsoft internal employee satisfaction with the Helpdesk call center without increasing costs.
As Victor Bahna, Director of Helpdesk, puts it, “We are achieving higher employee satisfaction by continually meeting and exceeding employee expectations by using Remote Assistance. This translates into faster, more effective solutions. A key to maintaining productivity is ensuring that employees are motivated to contact the Helpdesk first when they have issues. If they become dissatisfied with Helpdesk services, they'll spend additional and unnecessary time trying to fix the issue themselves or ask a co-worker to assist—both of which are inefficient and relatively expensive.”
Since the main business objective of the Microsoft Corporation is software development and marketing, Microsoft IT has unique business objectives and plays a key role as an early adopter of Microsoft software such as Microsoft Windows XP Professional and Windows Server™ 2003. This scenario has become known in the industry as “eating your own dogfood.” As part of this mission, Windows XP Professional was deployed throughout Microsoft before it was released to manufacturing.
A built-in feature of Windows XP, Remote Assistance, allows a technician to remotely execute many of the tasks typically performed by the desk-side technician. Helpdesk jumped at the opportunity to use Remote Assistance to improve the experience of users who need assistance with their computers. Remote Assistance offered Helpdesk technicians the opportunity to view a user's Windows desktop and fix the problem, improving user satisfaction without a costly visit to the user's desk.

Solution

Using Remote Assistance

As applications, networks, and the general IT environment increase in complexity, the challenge for help desks everywhere is to continue delivering effective and timely solutions through the most efficient means possible. Remote Assistance enables an employee to grant permission for someone (such as a technician, an administrator, or a similar expert) to view or take control of their computer in a secure way for a limited, preset period of time. Remote Assistance combines computer control, text chat, voice chat, and file sharing, all in one simple-to-use interface. The Helpdesk call center technician can use this feature to resolve problems as if the technician were actually sitting in the employee’s chair. And because of the chat options in Remote Assistance, a technician and employee do not need to remain connected on the phone to communicate verbally.

 
 
* We are achieving higher employee satisfaction by continually meeting and exceeding employee expectations by using Remote Assistance. This translates into faster, more effective solutions.  
  Victor Bahna,
Director,
Global Helpdesk Service,Information Technology Group, Microsoft Corporation
*
 
A Remote Assistance session can be started in four ways: three by the user, and one by the individual who will access the user's computer. The user can initiate a session through Windows Messenger (the fastest way), through e-mail, or by filling out a simple form and saving it as a file on a network share that a technician opens to start the session. These methods work well in situations outside Helpdesk assistance. However, at Microsoft, Remote Assistance is generally started by the technician during a phone conversation. Asking the user to start the session would just add time to the call. In addition, the user would then know the personal e-mail address of the technician, enabling the user to circumvent the Help desk model and contact the technician directly with future problems. Instead, a technician asks the user for his or her IP address, and then sends a Remote Assistance request to the user.
Note: With the deployment of Windows XP Service Pack 2 (SP2) at Microsoft, the port allowing Helpdesk technicians was closed by the default installation of Windows Firewall. Because Microsoft IT chose to maintain the security of the network rather than open the port, users with Windows XP SP2 can either initiate Remote Assistance sessions themselves or use NetMeeting® conferencing software or Microsoft Live Meeting to share their desktop with technicians. 
The flexibility of Remote Assistance is vital to its usefulness at the Microsoft Helpdesk. The technician can use Remote Assistance simply to view the issue without controlling the employee’s desktop; or, the employee can grant the technician the ability to actually resolve the problem while he or she looks on. The value of Remote Assistance to Helpdesk is that the technician does not need to rely on the employee to explain the issue over the phone and then carry out the technician’s instructions. Avoiding reliance on verbal communication is especially important when an employee’s primary language or dialect differs from that of the technician providing the support.
Remote Assistance is useful for non-technical users as well as technical ones. Not every employee at Microsoft is highly technical; they don’t have to be to do their jobs. Additionally, when working in a ‘dogfood’ environment, there are many fixes that may not apply to a later build, so it is just quicker and more efficient to resolve an issue for the user through Remote Assistance.

Remote Assistance Architecture

The Remote Assistance feature is built in to Windows XP Professional, so custom development to enable the technology is not needed. Instead, Microsoft chose to focus its resources on developing the processes that technicians would use to assist employees effectively.

 
 
* Remote Assistance is useful for non-technical users in addition to technical clients. When working in a ‘dogfood’ environment, there are many fixes that may not apply to a later build, so it is just quicker and more efficient to resolve it for the user through Remote Assistance.  
  Stefan Weitz,
IT Client Architect,
Microsoft Corporation
*
 
When first deployed in 2002, Remote Assistance was configured by default so that an employee who needs help actively contacts an expert, as shown in figure 1.
Figure 1. Default Configuration
 

Figure 1. Default Configuration

 
Microsoft implemented a Group Policy change in Windows 2000 Server and put all call center technicians into a special Domain Security Group. The group policy enables anyone in the call center security group to offer Remote Assistance, as shown in figure 2. By default, this behavior is not allowed in Windows XP Professional. Microsoft IT chose to implement this group policy modification to reduce the number of steps and the amount of time that a Helpdesk technician usually took gathering required information. This modification to Group Policy is fully explained in a Microsoft Knowledge Base article Q301527 at http://support.microsoft.com/default.aspx?scid=kb;en-us;301527.
Figure 2. Microsoft IT Configuration
 

Figure 2. Microsoft IT Configuration

 

Deploying Remote Assistance

The Microsoft Helpdesk had experience in using remote diagnostics with employees before Remote Assistance. For three years before the deployment of Remote Assistance, Helpdesk used Microsoft NetMeeting to gain access to the employee’s computers to see and solve problems. Although NetMeeting was highly effective at helping to reduce the time to close a service request, technicians must first ensure that the user has the software installed.
Because Remote Assistance requires that both the employee and technician use Windows XP Professional on their desktops, Microsoft made the rollout of Remote Assistance part of the overall Windows XP Professional internal deployment by default. The Microsoft IT deployment team created training sessions for the Helpdesk trainers, who, in turn, trained all the technicians at the global call centers on when it was appropriate to use Remote Assistance and how to most effectively use it. Although the training sessions were effective, most technicians reported that an online training demonstration or briefing would have been sufficient because Remote Assistance is fairly intuitive. Also, to track Remote Assistance usage across Helpdesk, Microsoft IT created a method by which technicians could indicate in the service request tracking log database that they had used Remote Assistance to close a user help request.
The next step in the deployment was to enable the enterprise-wide Group Policy settings that would pre-configure employee computers to accept solicitations for Remote Assistance. The Microsoft IT security team reviewed and approved the Group Policy change because even though employees could be solicited for Remote Assistance, each employee still had to accept the request. After the Group Policy was deployed by Microsoft Directory Services group at the domain level, employees received the change to their configurations the next time they logged on to their computers.
Since the introduction of Remote Assistance into the Helpdesk environment, Microsoft IT has seen impressive gains in Remote Assistance usage to solve employee issues. Twelve weeks after its introduction to Helpdesk, more than 10 percent of all calls to the Helpdesk Call Centers throughout the world were resolved through Remote Assistance. Most importantly, client satisfaction for issues resolved through Remote Assistance increased overall from 94 percent to 98.5 percent, closing the gap by 75 percent.
Moreover, technicians found the Remote Assistance technology useful in dealing with employees where the language spoken by the technician was not the primary language of the employee, or where the employee’s technical aptitude created difficulty.

Lessons Learned

Some issues that Helpdesk encountered when implementing Remote Assistance in this way included:
Home Firewall Configuration. Using Remote Assistance with home users can be challenging due to the way Remote Assistance establishes the online support session. In some cases, due to the configuration of a home user’s home network or personal firewall, Remote Assistance sessions cannot be established without workarounds that less-technical users may have difficulties accomplishing. These workarounds are documented in Microsoft Knowledge Base issue Q301529 at http://support.microsoft.com/default.aspx?scid=kb;en-us;301529.
Users knowing their IP address. When initially deployed, Helpdesk opted to not require that users initiate the Remote Assistance request—the default setting in Remote Assistance. This was because Helpdesk did not want users to know the e-mail addresses or Windows Messenger aliases of the technicians, Instead, a technician must ask a user while on the phone for his or her IP address so that the technician can directly connect to the user’s computer, adding a step and some complexity (because some users need instruction on where to find the IP address) before the session is established.
Note: Because Microsoft IT chose to maintain the security of the network rather than open the port during the Windows XP SP2 upgrade, users with Windows XP Professional SP2 can now either initiate Remote Assistance sessions themselves or use NetMeeting or Microsoft Live Meeting to share their desktop with technicians.
Scalability, capacity, and bandwidth. Remote Assistance is a peer-to-peer application, so server infrastructure scalability and capacity planning issues are not important planning considerations. Network bandwidth, however, is an important consideration because of its effect on performance. In the experience of Helpdesk, 56 KB modem lines will work, but best performance is seen on 128 KB or faster network connections.

Benefits

Technology continues to expand in complexity, and workforces continue to expand in diversity (both in language differences and levels of technical expertise). The Microsoft Helpdesk use of Remote Assistance in Windows XP Professional has enabled the organization to improve employee satisfaction by delivering solutions remotely over the phone and online, without increasing costs.

For More Information

For more information about Microsoft products or services, call the Microsoft Sales Information Center at (800) 426-9400. In Canada, call the Microsoft Canada information Centre at (800) 563-9048. Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information via the World Wide Web, go to:
For any questions, comments, or suggestions on this document, or to obtain additional information about Microsoft IT Showcase, please send an e-mail message to:
showcase@microsoft.com