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Be in the Know




Supportal Training 101
Step One: Logging In


1. Go to https://community.jivesoftware.com/welcome

2. If you’re new to Jive, register as a new user, being sure to
   use your company email address so you can join or
   create your Company’s Private Community.

3. Once logged in, select the large orange button that says
   “Customer Support” to the right.




                                                         © Jive confidential
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Step Two: Navigating The Supportal

General Community Tabs:
1. Home: All the info in one place.
2. Content: Blogs, Docs, Discussions, Polls, etc.
3. People: Everyone who is a part of that Community.
4. Places: All Public Spaces that exist in the JC.
5. Links: Resource for the most useful Jive info.
6. Apps: Plugins that use Jive more uniquely.
7. Create: Contribute your genius to Jive.




                                                       © Jive confidential
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Step Two: Navigating The Supportal


Customer Supportal Tabs:
1. Overview: All activities in the Private Community.
2. Content: Five sub-tabs for private documents,
   discussions, cases, environments, calendar.
3. People: All current members of your community.
4. Projects: Strictly for Professional Services Engagements.




                                                      © Jive confidential
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Step Two: Navigating The Supportal


My Accounts:
1. Select “My accounts” from the top of the page and accept
   terms and agreements to reveal purchased licenses,
   modules, RPMs, etc.

2. View the Purchases area by selecting “Purchases.”




                                                       © Jive confidential
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Step Two: Navigating The Supportal

Inviting New Members:
1. Click on “Invite people to join this group” from the Actions
    menu.
2. Use the email that the user registered in the Jive
    Community previously.
3. Once the invitation is sent, the user will receive an email
    that they must accept to gain access to the Private Group.




                                                        © Jive confidential
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Step Three: Creating a Case

Case Creation:
1. Select “Start a case” under the Actions bar.
2. Title: Keep as relevant to the request as possible.
3. Body: Include as much details as possible, images, etc.
4. Case Details: Select the appropriate severity; Low,
   Medium, Critical.
5. Product: Select the most relevant item from the list.
6. Select “Post” to submit your new case.




                                                      © Jive confidential
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Be In The Know
Jive 6.0 Community:
Supportal Training 101
Step Four: Engaging your Jive Engineer

Case Responses:
1. Response times to cases will depend on the SLA level of
   Support purchased via customer contracts.
2. Jive Engineers often ask for additional information, such
   as logs. The sooner these requests are answered, the
   sooner cases can be resolved.
3. Be polite and cooperative. Jive is made up of real people,
   and we all work very hard to resolve every issue in a
   timely and professional manner.




                                                       © Jive confidential
Step Five: Stay In The Know via The Jive
           Community

Important Blogs to Follow:
1. Space: Support | Jive Community
      Jive Release Schedule
      Jive Release Blog
      Ongoing Support Services
      Product Documentation
2. Space: Plugin Downloads | Jive Community
3. Space: Developer Community | Jive Community
4. Space: Website Info & Feedback | Jive Community
5. Space: Jive Talks | Jive Community

                                                     © Jive confidential

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How to Create the Perfect Support Case

  • 1. Be in the Know Supportal Training 101
  • 2. Step One: Logging In 1. Go to https://community.jivesoftware.com/welcome 2. If you’re new to Jive, register as a new user, being sure to use your company email address so you can join or create your Company’s Private Community. 3. Once logged in, select the large orange button that says “Customer Support” to the right. © Jive confidential
  • 3. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 4. Step Two: Navigating The Supportal General Community Tabs: 1. Home: All the info in one place. 2. Content: Blogs, Docs, Discussions, Polls, etc. 3. People: Everyone who is a part of that Community. 4. Places: All Public Spaces that exist in the JC. 5. Links: Resource for the most useful Jive info. 6. Apps: Plugins that use Jive more uniquely. 7. Create: Contribute your genius to Jive. © Jive confidential
  • 5. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 6. Step Two: Navigating The Supportal Customer Supportal Tabs: 1. Overview: All activities in the Private Community. 2. Content: Five sub-tabs for private documents, discussions, cases, environments, calendar. 3. People: All current members of your community. 4. Projects: Strictly for Professional Services Engagements. © Jive confidential
  • 7. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 8. Step Two: Navigating The Supportal My Accounts: 1. Select “My accounts” from the top of the page and accept terms and agreements to reveal purchased licenses, modules, RPMs, etc. 2. View the Purchases area by selecting “Purchases.” © Jive confidential
  • 9. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 10. Step Two: Navigating The Supportal Inviting New Members: 1. Click on “Invite people to join this group” from the Actions menu. 2. Use the email that the user registered in the Jive Community previously. 3. Once the invitation is sent, the user will receive an email that they must accept to gain access to the Private Group. © Jive confidential
  • 11. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 12. Step Three: Creating a Case Case Creation: 1. Select “Start a case” under the Actions bar. 2. Title: Keep as relevant to the request as possible. 3. Body: Include as much details as possible, images, etc. 4. Case Details: Select the appropriate severity; Low, Medium, Critical. 5. Product: Select the most relevant item from the list. 6. Select “Post” to submit your new case. © Jive confidential
  • 13. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 14. Be In The Know Jive 6.0 Community: Supportal Training 101
  • 15. Step Four: Engaging your Jive Engineer Case Responses: 1. Response times to cases will depend on the SLA level of Support purchased via customer contracts. 2. Jive Engineers often ask for additional information, such as logs. The sooner these requests are answered, the sooner cases can be resolved. 3. Be polite and cooperative. Jive is made up of real people, and we all work very hard to resolve every issue in a timely and professional manner. © Jive confidential
  • 16. Step Five: Stay In The Know via The Jive Community Important Blogs to Follow: 1. Space: Support | Jive Community Jive Release Schedule Jive Release Blog Ongoing Support Services Product Documentation 2. Space: Plugin Downloads | Jive Community 3. Space: Developer Community | Jive Community 4. Space: Website Info & Feedback | Jive Community 5. Space: Jive Talks | Jive Community © Jive confidential