Customer Center
User Guide
www.absolute.com
July 21, 2015Customer Center User Guide, Customer Center 5.24—Documentation Release 2
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Contents
Chapter 1: Introduction 14
About this Guide 14
Audience 15
Customer Center User Roles 15
Other User Roles 15
Using this Guide 16
Conventions Used in this Guide 17
Navigating Customer Center 17
Navigation Pane 17
Top of the Page Links 18
Bottom of the Page Links 19
Service Levels 19
Understanding the Role of the Computrace Agent 19
About Agent Calls 20
Scheduled Calling 20
Event Calling 20
Forced Calling 21
Agent Status 21
Supported Platforms for the Computrace Agent 21
Managing the Computrace Agent 22
Contacting Absolute Global Support 22
Chapter 2: Working with Customer Center 24
Customer Center System Requirements 24
Selecting a Language 24
Accessing Customer Center for the First Time 25
Logging In to Customer Center 26
Retrieving a Forgotten Password 26
Customer Center Home Page 26
Announcements Dialog 27
Acknowledging Announcements 27
Dismissing Messages 27
Closing the Announcements Dialog Without Acknowledging The Announcements 28
Recent Announcements 28
Summary of Account 28
Dashboard and its Widgets 29
Viewing the Widgets That Show When You Log In for the First Time 29
Using Widgets 30
Showing or Hiding Specific Widgets 30
Customizing Widgets 31
Changing the Settings for a Widget 31
Changing the Settings for the Favorite Reports Widget 32
Moving the Position of a Widget 32
Working with Your User Profile 32
Viewing Your User Profile 33
Editing Your User Details 33
Changing Your Login Password 34
Editing Your User System Settings 34
Editing Your User Status and Suspension Settings 35
Using the Helpful Links 35
Chapter 3: Setting Up Customer Center for Your Work Environment 36
Alerts 36
About Predefined Alerts 37
Creating New Custom Alerts 40
Examples of Alert Conditions 42
Creating a Geofence Alert 42
Creating an Alert Based on Full-Disk Encryption Status Criteria 43
Managing Alerts 44
Viewing Alerts 44
Searching for a Specific Alert 45
Activating Alerts 46
Editing Alerts 46
Reactivating Suspended Alerts 46
Resetting Alerts 46
Suspending Alerts 47
Deleting Alerts 48
Managing Triggered Alert Events 48
Viewing Triggered Alert Events 48
Downloading Alert Events 49
Data 50
Using Departments 50
Viewing a Department 51
Creating a Department 51
Editing a Department 51
Adding Devices to a Department 52
Viewing the Devices in a Department 52
Removing Devices from a Department 53
Deleting a Department 53
Exporting and Importing Data 53
Extracting Data to a File 54
Downloading a Data Extract File 54
Editing and Importing a CSV Data File 55
Verifying the File Import 55
Viewing and Editing Data Fields 55
Assigning Data Values to an Individual Device 56
Assigning Data Values to All Devices in a Device Group 57
Working with Multiple Values 57
Migrating Data Between Devices 58
Copying Data 58
Moving Data 59
Switching Data 61
Managing Fixed and User-defined Field Definitions 62
Creating User-defined Fields for Storing More Data 62
Editing a Fixed or User-defined Field Definition 63
Using End User Messaging 64
Creating End User Messages 64
Creating Custom End User Messages 64
Creating URL End User Messages 66
Previewing End User Messages 67
Editing End User Messages 68
Editing a Custom End User Message 68
Editing a URL End User Message 70
Activating an End User Message 71
Suspending an End User Message 71
Viewing End User Message Acknowledgements 71
Resending End User Messages 73
Deleting End User Messages 73
Geofences 74
Device Groups 74
Creating a New Device Group 74
Viewing All Device Groups 76
Viewing a Specific Device Group 76
Editing a Device Group 77
Managing Devices in a Device Group 78
Associating Devices with Device Groups 78
Adding Devices to a Device Group 78
Adding Devices to a Device Group Automatically Based on Local IP Addresses 80
Using Bulk Uploads to Change Device Group Associations 81
Viewing the Devices in a Device Group 84
Removing Devices from a Device Group 84
Deleting Device Groups 84
Software Policy 85
Viewing the List of Software Policies 85
Viewing Device Groups Without a Software Policy 86
Creating a Software Policy 86
Creating a Software Policy by Copying an Existing One 88
Viewing a Software Policy 88
Editing a Software Policy and its Device Group Associations 88
Deleting a Software Policy 89
Users 89
User Roles and Their Access Rights 90
Creating New Users 100
Viewing the Users in Your Account 102
Editing a User’s Details 102
Suspending a User 105
Enabling a Suspended User 105
Deleting Users 106
Account 106
Managing Account Settings 107
Editing Account Settings 107
Viewing the List of Devices with SCCM Status Reporting Turned On 109
Managing Event Calling for Your Account 110
Events That Can Trigger an Event Call 111
Turning on Event Calling for Your Account 113
Editing Event Calling Settings 114
Turning Off Event Calling 114
Viewing the List of Devices with Event Calling Turned On 115
Managing Service Guarantee Licenses 115
Manually Editing Service Guarantee License Assignment 116
Adding Licenses to Your Account 117
Downloading Packages For Your Account 117
Downloading the Computrace Agent 118
Upgrading to the Latest Version of the Agent 119
Using the Absolute Manage Suite 119
Downloading the Absolute Manage Installation Packages 119
Uploading a Stamped Agent Including Absolute Manage 120
Downloading the Absolute SIEM Connector 122
Managing System Notifications 122
Updating the System Notifications Page 122
Devices With the Service Guarantee Not Calling 123
Resolving a Recovery Flag Disparity 123
Managing Agent Removal Requests 124
Minimum System Requirements For Agent Removal 124
Creating a New Agent Removal Request 125
Using the Customer Center Interface 125
Using a Text File 126
Viewing Pending Agent Removal Requests 128
Chapter 4: Generating Reports 130
Running Reports 130
Navigating Reports 131
Expanding and Collapsing the Search Criteria Information 131
Using the Choose Feature 131
Viewing an Entire Row in a Report Record 132
Moving Between the Pages of a Report 132
Changing the Number of Records That Show in a Report 132
Changing the Sort Order 132
Editing Asset Information 133
Device Information on the Device Summary Page 134
Hardware Summary Tab 135
Software Summary Tab 137
Call Tracking Tab 137
SCCM Status History Tab 137
Managing Event Calling for a Device 138
Configuring Event Calling for a Device 138
Viewing the Call History for a Device 139
Managing SCCM Status Reporting for a Device 140
Using the Assigned Username Field 141
Using the Dormant Devices Field 141
Printing Reports 141
Saving Report Filters 141
Editing Saved Report Filters 142
Multi-level Security 143
Chapter 5: Working with Reports 144
Service Levels and Reports 144
Hardware Assets Reports 144
Asset Report 145
Printer Report 148
Monitor Report 150
Hardware Configuration and OS Change Report 151
Hard Disk Space Report 152
Device Readiness Report 154
Mobile Broadband Adapter Report 156
Mobile Device Report 158
Software Assets Reports 160
Installed Software Overview Report 160
Requesting New Software Applications to Include in the Installed Software Overview Report 162
Software Configuration Change Report 162
Software by Device Report 164
Software License Compliance Overview Report 165
Editing License Information 166
Viewing a Devices by License Report 167
Microsoft Audit Summary Report 168
Software Policy Non-Compliance Report 169
Installed Programs by Device Report 170
Installed Programs by Account Report 171
Installed Programs by Device Report – Details 172
Security Reports 173
Operating System Updates Report 173
Internet Browsing Configuration Report 175
Unauthorized Software Report 176
Anti-Malware Report 177
Missing Anti-Malware Report 178
Anti-Malware Vendors Detected 178
Modem Addition Report 181
Suspicious Devices Report 182
Scenarios 182
Absolute Secure Drive Authentication Failures Report 183
Full-Disk Encryption Status Report 185
Full-Disk Encryption Software Products and Self-Encrypting Drives Detected 186 Turning On Full-Disk Encryption Data Collection for Your Account 188 Filtering Data to Create a Full-Disk Encryption Status Report 188 Identifying Devices That Have Full-Disk Encryption Products Installed 191 Identifying Devices With No Installed Full-Disk Encryption Products 192
Viewing Changes to a Device’s Encryption Status Strings 193
Viewing a Device’s Full-Disk Encryption History 193
Turning Off Full-Disk Encryption Data Collection for Your Account 194
SCCM Status Reports 195
About Collecting SCCM Status From Windows Devices 195
SCCM Status Report 195
Viewing the Test Results of an SCCM Status Change 199
Call History and Loss Control Reports 200
About Extended IP Call Information 201
Call History Report 201
Missing Devices Report 203
Device Drift by Device Name Report 204
Device Drift History Report 205
Device Drift by Username Report 205
Activation Report 206
Geolocation Tracking Reports 209
Geolocation System Requirements 209
Understanding Location Technologies 211
Types of Location Technologies 211
Limitations of Global Positioning Systems (GPS) 212
Limitations of Wi-Fi Positioning 212
Collecting Location Data 212
Enabling Geolocation Reporting 212
Device Location Report 213
Device Location History Report 217
Lease and Inventory Management Reports 220
Lease Completion Report 220
User-entered Data 222
Generating a User-entered Data Report 222
Selecting the Data Points You Want to See 224
Account Management Reports 224
License Usage Summary Report 224
Calling Profiles Report 225
User Audit Report 227
User Event Report 228
My Content 229
My Reports 229
My Filters 230
Editing Saved Report Filters 230
Chapter 6: Using Real-Time Technology 231
What is Real-time Technology? 231
Minimum System Requirements 231
Working with RTT 232
Viewing Mobile Broadband Adapter Information 233
Editing the Phone Number Override 234
Viewing the Forced Call Log 234
Initiating a Forced Call 234
Chapter 7: Using Real-Time Technology over IP 236
Minimum System Requirements 236
Understanding How RTT-IP Works 236
Prerequisites of RTT-IP 237
Accelerating Operations With RTT-IP 237
Enabling RTT-IP 238
Enabling RTT-IP for All Devices in Your Account 238
Enabling RTT-IP for an Individual Device 239
Forcing a Call using RTT-IP 239
Editing the RTT-IP Ping Period 240
Editing the RTT-IP Ping Period for Devices in Your Account 240
Editing the RTT-IP Ping Period for a Device 241
Viewing RTT-IP Status for All Devices 241
Prerequisites for RTT-IP 242
Disabling RTT-IP 243
Disabling RTT-IP for All Devices in Your Account 243
Disabling RTT-IP for an Individual Device 243
Chapter 8: Securing Your Data and Devices 244
Before You Begin 244
Security Administration and Geolocation Authorization Agreement 245
Downloading and Submitting the Authorization Agreement 245
Disabling Security Access for All Authorized Security Users 246
Removing Security Access for One Specific Security Administrator 246 Removing Security Access by Submitting an Absolute Global Support Case 247
Removing Security Access by Suspending the User Account 247
Security Authentication Methods 248
Using RSA SecurID Tokens for Security Services 248
Using RSA SecurID Token Codes 249
Transferring RSA SecurID Tokens 249
Using E-mailed Authorization Codes for Security Services 249
Requesting a Security Authorization Code 250
Changing E-mail Addresses for Authorized Security Personnel 250
Changing Your Security Authentication Method 250
Chapter 9: Concluding Intel Anti-Theft Technology Support 251
Troubleshooting Intel AT Disenrollment 251
Viewing the Disenrollment Status of Devices 251
Unlocking Devices Using a Server Recovery Token 252
Generating a Server Recovery Token 252
Using a Server Recovery Token to Unlock a Locked Device 253
Chapter 10: Using Data Delete 254
Minimum System Requirements 254
Deletion Algorithms 254
Prerequisites for Data Delete 255
Requesting a Data Delete Operation 255
Initiating a Data Delete Request 256
Deletion Logs 259
Data Delete Settings 259
Data Delete Settings for Windows Devices 259
Selecting a Data Delete Type Option 260
Selecting Data Delete Options 261
Data Delete Settings for Mobile Devices 262
Deletion Policies 263
Using Sample Policy File Entries 263
Deleting a Folder Based on a Windows System Variable 264
Creating a Data Delete Policy 264
Using Data Delete Policy Templates 266
Editing a Deletion Policy 267
Tracking Data Delete Status 267
Viewing Data Delete Status 267
Data Delete Details Page 270
Viewing or Printing an End of Life Data Delete Certificate 271
Removing Details of a Data Delete Operation 273
Forcing a Data Delete Operation to Complete 273
Clearing Perpetual Data Delete 273
Deleting or Cancelling a Data Delete Request 274
Deleting a Draft Data Delete Request 274
Cancelling a Data Delete Request for a Single Device 274
Cancelling Data Delete Requests for Multiple Devices 274
Deletion Log Files 275
Viewing the Deletion Log File 276
Viewing the Deletion Log for a Single Device 276
Viewing the Deletion Logs for Multiple Devices 276
Viewing the Deletion Log on a Mobile Device 277
Chapter 11: Managing Geofences 278
Geofencing Security 278
Authorizing Geolocation Tracking 278
Using Geofence Technology 279
Understanding Geolocation Maps 280
Map Navigation Tools 280
Geofence Tools 280
Creating Geofences 281
Viewing Geofences 282
Editing Geofences 283
Deleting Geofences 283
Chapter 12: Using Device Freeze 284
Minimum System Requirements 284
Working with Device Freeze Requests 285
Requesting a Device Freeze 285
Cancelling a Device Freeze Request 287
Cancelling a Device Freeze Request For a Single Device 288
Cancelling Device Freeze Requests For Multiple Devices 288
Removing Device Freeze Request Details 289
Removing Details of a Single Device Freeze Request 289
Removing Details of Multiple Device Freeze Requests 289
Managing Device Freeze Offline Policies 290
Working with Existing Offline Policies 293
Searching for a Device Freeze Offline Policy 294
Editing a Device Freeze Offline Policy 294
Designating a Default Offline Policy 296
Managing Devices Associated with a Device Freeze Offline Policy 297
Viewing Devices Associated With an Offline Policy 297
Adding Devices to an Offline Policy 298
Removing Devices from an Offline Policy 299
Deleting a Device Freeze Offline Policy 299
Tracking Device Freeze Status 300
Viewing Device Freeze Status 300
Viewing Device Freeze Requests 302
Viewing Details about a Device Freeze Request 302
Viewing Devices Frozen by an Offline Policy 304
Unfreezing a Frozen Device 305
Using Customer Center to Unfreeze on Agent Call 305
Unfreezing a Single Device on Agent Call 305
Unfreezing Multiple Devices on Agent Call 306
Using an Unfreeze Passcode on the Targeted Device 306
Viewing the Unfreeze Passcode 306
Unfreezing a Device With a Passcode 307
Managing Custom Device Freeze Messages 308
Creating a Custom Device Freeze Message 308
Editing Existing Custom Device Freeze Messages 308
Deleting Existing Custom Device Freeze Messages 309
Chapter 13: Using Remote File Retrieval 310
Minimum System Requirements 310
Before You Begin 310
Requesting a Remote File Retrieval 310
Viewing the File Retrieval Status 311
Downloading Retrieved Files 313
Downloading Retrieved Files Using Internet Explorer 313
Downloading Retrieved Files Using FireFox or Another Browser 313
Changing the File Retrieval Status 313
Cancelling a File Retrieval Request 314
Removing Retrieved Files and Log Files 314
Chapter 14: Using File List 316
Overview 316
Minimum System Requirements 317
Retrieving a List of Files on Stolen Devices 317
Downloading a File List Request 318
Tracking File List Status 318
Viewing the Status of a File List Request 319
Changing a File List Status 320
Cancelling a File List Request 320
Removing Retrieved Files and Log Files 320
Managing Your iPad Devices Manually 322
Importing iPad Serial Numbers into Customer Center 323
Removing iPad Devices from Computrace MTM 323
Selecting iPad Devices to Remove from Computrace MTM 324
Uploading a Device List to Remove iPad Devices from Computrace MTM 325
Reporting the Theft of a Manually Managed iPad Device 325
Registering Your iPad Devices Every 90 Days 326
Using a Companion App to Gather iPad Asset Data 326
Importing iPad Device Data into Customer Center 327
Creating a Companion App 328
Downloading the Computrace MTM SDK 328
Uploading a New Companion App 329
Using an Existing Companion App 329
Overwriting an Existing Companion App 329
Deleting a Companion App 330
Creating Alerts for iPad Devices 330
Removing the Companion App From iPad Devices 330
Selecting iPad Devices to Remove from Computrace MTM 331
Uploading a Device List to Remove iPad Devices from Computrace MTM 332
Reporting a Theft Using Customer Center 333
Chapter 16: Computrace Mobile Theft Management for Chrome Devices 336
Overview of Computrace MTM for Chrome Devices 336
Managing Chrome Devices in Customer Center 337
Prerequisites 337
About the Google Synchronization Service 338
Limitations of the Synchronization Service 338
Managing Google Account Details in Customer Center 338
Adding Google Account Details to Customer Center 339
Deleting Google Account Details 339
Viewing Device Information for a Chrome Device 340
Reporting the Theft of a Chrome Device 341
Creating an Investigation Report for a Chrome Device 342
Downloading a Device’s Chrome MTM Deployment Package 344
Uploading the Chrome MTM Deployment Package to the Chrome Web Store 345
Setting the Default Settings for Stolen Chrome Devices 346
Deploying the Kiosk App to the Chrome Device 347
What Effect Does the Deployed Chrome Kiosk App Have on the Stolen Device? 348
Deactivating Chrome Devices 348
Chapter 17: Reporting the Theft of a Managed Device 350
Investigation Checklist 350
Viewing Existing Investigation Reports and Their Report History 351
Viewing the Report History Table 353
Creating an Investigation Report 353
Understanding the Prepaid Service Guarantee Balance 353
Viewing the Prepaid Service Guarantee Balance 354
Before You Begin 354
Submitting an Investigation Report 354
Cloning an Existing Report 358
Closing an Open Investigation Report 359
Managing the Investigation Report Contact List 359
Adding Contacts to the Investigation Report Contact List 360
Editing Contact Information 361
Viewing and Printing the Investigation Report Contact List 361
Disabling Contacts 362
Activating Disabled Contacts 363
Glossary 364
Chapter 1: Introduction
Absolute helps organizations overcome the security risks and asset management challenges associated with owning and maintaining large numbers of remote, mobile, and desktop devices.
Absolute®Data & Device Security (DDS), formerly Absolute Computrace®, is an adaptive endpoint security solution. Its technology platform is a client/server architecture that delivers device security, data security, and asset management of endpoints, even if a device is off the network or in the hands of an unauthorized user.
The persistent connection between the secure and patented agent (client) and the Absolute Monitoring Center (server) ensures organizations have protected access to up-to-date information about their entire device inventory. Authorized users can use the built-in Customer Center tools to track devices and initiate data and device security operations for the purposes of enforcing compliance policies, identifying at-risk computers, and taking preemptive and reactive measures if a security incident occurs.
This chapter includes information on the following topics: ● About this Guide
● Navigating Customer Center
● Service Levels
● Understanding the Role of the Computrace Agent
● Contacting Absolute Global Support
About this Guide
This document contains the instructions required for system administrators to access the Customer Center application using a web browser to:
● Manage assets and generate reports.
● Initiate Remote File Retrieval, Data Delete, and Device Freeze. ● Submit an Investigation Report for a stolen device.
● Configure and administer user accounts. ● Define user and asset information.
This guide includes detailed information about the various tools and functionality available to authorized users.
Depending on the service level of the product your organization purchased, some features may not be available for your account. For more information, see"Service Levels" on page 19.
This section provides information on the following topics: ● Audience
● Using this Guide
Audience
This guide provides instructions for system administrators who use Customer Center to manage their IT assets (devices), to report missing or stolen devices, and to request and monitor data and device security operations. System administrators are assigned to the Security Administrator or Administrator user roles, depending on their organization’s specific requirements.
Customer Center User Roles
Customer Center has distinct user roles that can be filled by one or more people.
● Administrators manage their organization’s devices and IT assets, and report device loss or
theft. Administrators also create and manage various system communications, such as end user messaging, system notifications, and alerts and suspicious alert events.
● Security Administrators exist in those organizations that choose to designate certain
Administrators as Security Administrators to manage the device and data security of assets. This user role has more access rights than Administrators.
Security Administrators are authorized to configure, target, and start File Retrieval, Device Freeze, and Data Delete services. Security Administrators use Customer Center to track and manage devices, both within the organization’s local area network and outside of it.
● Power Users have access rights to most Customer Center features excluding security features.
Administrators can restrict Power Users rights to specific Identifiers or Device Groups. ● Security Power Users exist in those organizations that choose to designate certain Power
Users as Security Power Users to manage the device and data security of assets. This user role has more access rights than Power Users.
Security Power Users are authorized to configure, target, and start File Retrieval, Device Freeze, and Data Delete services for devices in their assigned Device Group. Security Power Users use Customer Center to track and manage devices within the organization’s local area network. ● Guest Users have limited access to Customer Center information and reports. These users
cannot alter or assign user access rights and cannot alter details on the page. Members of the Guest User group can only browse Investigation Reports they have created and can only view reports they have saved.
For further details about each Customer Center user role, see the following topic: "User Roles and Their Access Rights" on page 1.
Other User Roles
The following user roles, although not defined in the User section of Customer Center, are important to the overall operation of Customer Center.
● Signing Officers assume responsibility for the Security Administrators’ and Security Power
Users’ actions. Signing Officers are notified each time a Data Delete request is made.
Signing Officers are two senior managers in an organization who have signing authority on their com-pany’s behalf.
Using this Guide
The Customer Center User Guide is comprised of the following chapters: ● "Introduction" (this chapter) provides an overview of this document.
● "Working with Customer Center" shows the minimum hardware and software requirements, describes methods to access Customer Center, provides information about the Home page including its links and the Dashboard, and includes tasks related to the MyProfile functionality. ● "Setting Up Customer Center for Your Work Environment" describes the Customer Center
features included under the Administration section, including procedures required to set up event alerts, departments, device groups, user roles (and their access rights), and other asset
information.
● "Setting Up Customer Center for Your Work Environment" describes the procedures required to generate basic and customized reports based on the data collected from your managed devices. ● "Working with Reports" describes all of the reports available in Customer Center, and how to run
them and view the results.
● "Using Real-Time Technology" describes the Real-Time Technology (RTT) feature and provides tasks that are specific to using it.
● "Using Real-Time Technology over IP" describes the Real-Time Technology over Internet Protocol (RTT-IP) feature and provides tasks that are specific to using it.
● "Securing Your Data and Devices" describes data and device security services that enable users with security authorization to ensure that managed devices and their data are not compromised in cases of device loss or theft.
● "Concluding Intel Anti-Theft Technology Support" provides information to help you troubleshoot the disenrollment of your managed devices from Intel®AT in Customer Center. The Intel AT service was terminated by Intel in early 2015.
● "Using Data Delete" describes the Data Delete functionality and the procedures required to start and manage Data Delete operations.
● "Managing Geofences" describes the Geofencing functionality and the procedures required to manage Geofencing boundaries.
● "Using Device Freeze" describes the Device Freeze functionality, including how to initiate freeze requests and create custom freeze messages.
● "Using Remote File Retrieval" describes the Remote File Retrieval functionality.
● "Using File List" describes how to remotely request a File List, which facilitates requesting a Remote File Retrieval.
● "Computrace Mobile Theft Management for iPad Devices" describes how to manage iPads and iPad mini devices in Customer Center, and how to create an Investigation Report for a stolen iPad device.
● "Computrace Mobile Theft Management for Chrome Devices" describes how to manage
Chromebooks and Chromeboxes in Customer Center, and how to create an Investigation Report for a stolen Chrome device.
● "Reporting the Theft of a Managed Device" describes the procedures used to report the loss or theft of managed devices, as well as how to view and manage Investigation Reports. This chapter also includes a checklist to follow when you submit an Investigation Report and a Service Guarantee Submission form to Absolute.
● "Glossary" provides a list of acronyms, as well as the terms and their definitions used throughout this guide.
Conventions Used in this Guide
The following conventions are used throughout the Customer Center User Guide:
● Directory names, file names, field names, and UI objects are represented using bold; for example:
○ In Windows 7, the notepad.exe file is located in the windows\system32directory. ○ UserID: enter your user identification number in this field.
○ Click Apply.
● Computer input and output, such as sample code and commands or statements are shown using the Courier typeface; for example:
lanmake ctinst.txt
● Cross references to other locations within this user guide are indicated in green text with an underscore; for example: seeConventions Used in this Guide. Clicking a cross reference takes you to that location in the guide.
● Throughout this guide, getting to the appropriate page in Customer Center in the quickest way is represented as follows:
On the navigation pane, click Data and Device Security > Security Authorization > Request
Authorization Code.
● The output generated by Customer Center, which is based on the information you enter in the Search Criteria area, is presented in an area referred to as the results grid. For certain reports, this output is referred to as report output.
● Cross references to other locations in the guide are expressed in one of following possible ways: ○ For more information, see the following topic: indicates that there is information that provides
more context on this topic.
○ See the following task: indicates where to find specific instructions.
Navigating Customer Center
Customer Center provides the following navigation tools: ● Navigation Pane
● Top of the Page Links
● Bottom of the Page Links
Navigation Pane
All pages in Customer Center contain a navigation pane at the left side. This pane contains links that let you navigate from one section to another with a few clicks. At the upper right side of the navigation pane, do the following:
● To hide the navigation pane and get a full view of any page, click .
The navigation pane contains the following links. The functionality that Customer Center provides depends on your account and user credentials.
● Home: opens the Home page, which shows the navigation pane, Recent Announcements,
Dashboard widgets, and, at the bottom of the page, links to Support and Download Packages. For more information about this page, see"Customer Center Home Page" on page 26.
● Reports: opens the Reports page, which shows and provides links for the various reports
provided by Customer Center. For information about each of these reports, see"Working with Reports" on page 144.
● Administration: opens the Administration page, which shows and provides links to the various
administrative tasks, such as setting event alerts, defining user roles and asset information, and managing self-serve agent removal requests. For more information about what you can do from this page, see"Setting Up Customer Center for Your Work Environment" on page 36.
● Data and Device Security: depending on what is applicable to your account, users with security
authorization privileges click this link to open the Data and Device Security Page where they perform security activities such as Security Authorization, Data Delete, Device Freeze, File List, and Remote File Retrieval.
For more information about each of these security activities see the following topics: ○ "Securing Your Data and Devices" on page 244(for Security Authorization) ○ "Using Data Delete" on page 254
○ "Using Device Freeze" on page 284 ○ "Using File List" on page 316
○ "Using Remote File Retrieval" on page 310
● Investigation: opens the Investigations page where you create, view, and edit Investigation
Reports. For more information, see"Reporting the Theft of a Managed Device" on page 350. ● Custom Pages: gives you access to any special functionality that is available for your account.
NOTE The Custom Pages link and the content it provides is available only for accounts with specially modified functionality (built under contract).
● Documentation: opens the Documentation page that provides access to all important Customer
Center documents.
● Support: opens the Support page that provides some helpful links, including a link to the form to
submit a support case. For more information about how to submit a support case, see
"Contacting Absolute Global Support" on page 22.
NOTE Most tasks in this user guide refer to using the navigation pane to get to where you want to go because that is the quickest way. There are times, however, when you need to open a particular page to get to the page you want to use. In such cases, you are instructed to navigate accordingly.
Top of the Page Links
At the top of each page in Customer Center, the following links provide access to various resources: ● Account ID: shows the account to which you are logged in.
● Username: shows the name of the user who is logged in.
● My Profile: opens the Manage User Profile page for the logged in user. For more information on
● Documentation: provides access to all important Customer Center documents.
● Support: opens the Support page that provides some helpful links and a form to complete when
submitting a support case. For more information on how to submit a support case, see
"Contacting Absolute Global Support" on page 22.
● Logout: signs you out of Customer Center and returns you to the Customer Center Login page.
Bottom of the Page Links
All pages in Customer Center also contain the following links at the bottom of the page:
● Privacy Policy: opens a page describing Absolute’s policies concerning the collection, use, and
disclosure of personal information we receive from your use of Customer Center or other related services
● Service Agreement: opens the Service Agreement that describes the terms of the contract
between your company and Absolute
● Absolute Corporation: opens the Absolute website
Service Levels
Customer Center offers different levels of service, based on the product you purchased. For more
information about the various service levels, and the functionality and reports available with each product, see one of the following resources:
● Absolute DDS Editions:
www.absolute.com/en/products/dds/editions ● Computrace Product Feature Matrix:
www.absolute.com/en/resources/matrices/absolute-computrace
NOTE The Computrace Product Feature Matrix applies to legacy products only. Licenses for these products are no longer available and have been replaced by Absolute DDS product licenses.
If you have licenses for a legacy product, all features and functionality described in this matrix are available until your licenses expire.
To purchase an Absolute DDS product, contact Absolute’s sales department at:[email protected].
Understanding the Role of the Computrace Agent
The Computrace agent is the part of Absolute’s technology that resides in managed devices and allows you to monitor these devices in Customer Center. After the agent is initially installed on a new device, the agent is activated with the first call to the Absolute Monitoring Center. During this activation call, the Monitoring Center assigns a unique identifier to the device and creates a database record that contains details about the device.
All data transmitted between the agent and the Monitoring Center is encrypted using GCM-based AES 128-bit encryption.
The Computrace agent consists of two components.
● The Application agent is software that is installed in the operating system (as a service) of the device. The agent makes regularly scheduled calls over the Internet to the Monitoring Center and provides data gathered about the device. The agent also manages the Absolute “helper
applications” to support activities like Data Delete security actions or to aid in theft recovery. The agent is small and lightweight, but it is not easy to remove and cannot be removed manually when Persistence®technology is enabled.
● When enabled, Persistence technology is activated during the agent’s first call to the Monitoring Center. Persistence technology restores the agent if it is missing, tampered with, or removed. For example, if a thief steals a laptop and reinstalls the operating system, Persistence technology restores the agent.
This section provides information on the following topics: ● About Agent Calls
● Agent Status
● Supported Platforms for the Computrace Agent
● Managing the Computrace Agent
About Agent Calls
An agent call is a secure connection that lets the Computrace agent and the Absolute Monitoring Center communicate with each other.
A device can make an agent call in the following ways: ● Scheduled Calling
● Event Calling
● Forced Calling
Scheduled Calling
After the Computrace agent is installed on a device, and the activation call has been completed, the agent automatically makes regularly scheduled calls to the Monitoring Center. By default, a scheduled call is made once every 24.5 hours. During these calls, the latest device data is sent to the Monitoring Center and instructions for any pending security operations, such as Data Delete, Device Freeze, or Remote File Retrieval, are sent to the device.
Event Calling
For active Windows and Mac devices, you can turn on the Event Calling feature, which enables these devices to make an agent call when a specific event occurs on a device. A change to any of the following device attributes can trigger an event call:
● device location ● hardware configuration ● installed software ● network information ● logged in user
Event calls supplement the scheduled calls that occur automatically from each managed device. However, when an event call occurs it resets the regular call schedule. Typically, when Event Calling is turned on, device information in Customer Center is more up-to-date, which means that Alerts are triggered on a more timely basis and your reports are more accurate.
You can turn on event calling for all active Windows and Mac devices within an account, or for individual managed devices.
For more information about managing event calling, see the following topics: ● "Managing Event Calling for Your Account" on page 110
● "Editing Asset Information" on page 133
Forced Calling
For devices with Real-Time Technology (RTT) or RTT-IP enabled, you can submit a request in Customer Center to force the device to make an unscheduled agent call to the Monitoring Center. For more
information, see the following topics:
● To use RTT on Windows devices and smartphones: ○ "Using Real-Time Technology" on page 231 ○ "Initiating a Forced Call" on page 234 ● To use RTT-IP on Windows and Mac devices:
○ "Using Real-Time Technology over IP" on page 236 ○ "Forcing a Call using RTT-IP" on page 239
Agent Status
In Customer Center, the Computrace agent may be set to one of the following statuses: ● Active indicates that the agent has called the Monitoring Center.
● Inactive indicates that the agent has not yet called the Monitoring Center.
● Disabled indicates that the agent is either flagged for removal, or it is removed from the device.
You can view the status of a device’s agent on the following reports: ● Asset Report
● Call History Report
You can also view detailed information about a device’s agent on the Call Tracking tab of the device’s Device Summary page. See"Editing Asset Information" on page 133.
Supported Platforms for the Computrace Agent
The Computrace agent is supported on the following platforms:● Windows®operating systems:
○ Windows 10 (requires agent version 932 or higher) ○ Windows 8.1 (requires agent version 932 or higher) ○ Windows 8 (requires agent version 910 or higher) ○ Windows 7
NOTE Windows RT 8.x is not supported.
● Mac OS X®operating system, version 10.5 and higher ● Chrome OS™ operating system, version 36 and higher
The Chrome OS operating system is supported only when it is running on a Chromebook™ note-book computer or a Chromebox™ desktop computer.
● Windows Mobile operating systems: ○ Windows Mobile 5.0
○ Windows Mobile 6.0, 6.1, 6.2 and 6.5
NOTE If your device runs the Windows Mobile 5.0 operating system, you must install the .NET Compact Framework 2.0 SP2 Runtime, which is available from Microsoft at:
www.microsoft.com/en-us/download/details.aspx?id=17981. ● BlackBerry®operating system, version 4.5
● Android™ operating system, version 2.3 and higher
● Apple®iOS operating system, versions 6.1 and 7.1 (on iPad®and iPad mini™ devices only) For more information about Computrace support for iPad devices, see"Computrace Mobile Theft Man-agement for iPad Devices" on page 322.
NOTE To inquire about support for the Computrace agent on a Linux-based operating system, such as Ubuntu 14.04 LTS or Debian®7.x, contact Global Support. See"Contacting Absolute Global Support" on page 22.
Managing the Computrace Agent
In Customer Center you can perform the following tasks related to the Computrace agent and to the calls it makes to the Monitoring Center:
● Download the latest version of the agent to a managed device. See"Downloading the Computrace Agent" on page 118.
● View the call history for one or more devices. See"Call History Report" on page 201.
● Manage event calling for all Windows and Mac devices associated with an account, or for an individual device. For more information, see the following topics:
○ "Managing Event Calling for Your Account" on page 110 ○ "Editing Asset Information" on page 133
● Force a call on an RTT enabled Windows device. See"Initiating a Forced Call" on page 234. ● Request a security operation on a device on the next agent call. See"Securing Your Data and
Devices" on page 244.
● Remove the agent from a device. See"Managing Agent Removal Requests" on page 124.
Contacting Absolute Global Support
If you have difficulty using Customer Center or installing the agent, contact Absolute Global Support. We welcome your questions, comments, and feature requests.
IMPORTANT To remove the agent from one or more managed devices, Security Administrators can use the self-serve Agent Removal feature available in the Administration area. For more information, see
"Managing Agent Removal Requests" on page 124.
To contact Global Support:
1. Log in to Customer Center using your Username and Password.
2. Click the Support link on the navigation pane or at the top of any page in Customer Center. 3. At the Global Support area, click the Submit a Support Case link to open the Support Cases
page of the Absolute Global Support website.
4. Provide the following details about the problem you are experiencing: ● Product identifies the product the problem applies to.
● Problem Type directs the issue to the appropriate Support Representatives for timely
solution.
● Severity helps Global Support determine the urgency and impact of the problem. For more
information about severity levels and their corresponding response times, click . ● Title constitutes the heading of the message sent to Global Support.
● Description lets you add detailed information about the problem for which you are contacting
Global Support.
● Error Message/Code lets you add information about any system notifications, errors, or
warnings you may have encountered along with the problem.
● Attach File lets you add supporting documents or images that further describe the problem.
For the list of accepted file formats, hover over View Supported file types.
NOTE Attachment size cannot exceed 4096 Kilobytes (4 Megabytes or MB) per attachment or 12 MB in total.
5. If the Support case is confidential or sensitive in nature and you don’t want it visible to other users, clear the Display this Support case in View Support Cases checkbox.
6. Add your Contact Information and indicate whether you would prefer to be contacted by Email or Phone.
7. Click Save Case.
A message that includes the details about your problem is sent to Global Support. A Global Support representative contacts you if more details are necessary and/or when a solution to your problem is available.
NOTE You can also contact Global Support at:www.absolute.com/support. Follow the on-screen instructions to contact Global Support for your region.
Chapter 2: Working with Customer Center
This chapter introduces you to Customer Center and describes the following basic functionality: ● Customer Center System Requirements
● Selecting a Language
● Accessing Customer Center for the First Time
● Logging In to Customer Center
● Retrieving a Forgotten Password
● Customer Center Home Page
● Working with Your User Profile
● Using the Helpful Links
Customer Center System Requirements
To use Customer Center, you need to ensure that your computer meets the following requirements: ● Internet access: Customer Center is not available in offline mode and Internet access is
required.
● Browser support:
○ Customer Center supports the current and immediately preceding versions of the following browsers:
– Internet Explorer (Windows only) – Safari (Mac only)
○ Customer Center supports the current version of the following browsers: – Microsoft Edge (Windows 10 only)
– Google Chrome (Windows and Mac)
○ Customer Center provides limited support only for the current version of the following browsers:
– Opera (Windows and Mac) – Firefox (Windows and Mac)
NOTE Support for these browsers is limited because they are not proactively tested for compatibility with Customer Center. However, if customers experience issues using Customer Center in these browsers, every attempt will be made to fix these issues in a timely manner.
● Screen resolution: The minimum supported resolution is 1024 x 768 pixels. Customer Center
pages automatically scale to fit displays with higher resolutions.
Selecting a Language
Customer Center supports the following languages: ● German ● Italian ● Turkish
● Spanish ● Korean ● Chinese (Traditional) ● French ● Portuguese
To select a language, click the language list located at the top of the Login page. The page refreshes and is presented in the chosen language. To change the chosen language on your User Profile page, see
"Editing Your User System Settings" on page 34.
NOTE All Customer Center pages scale to accommodate the changes in text size due to language changes.
Accessing Customer Center for the First Time
When your organization purchases Customer Center, Absolute sends an account setup e-mail message to our point of contact at your organization. This message includes:
● your account number
● a specific URL that lets you access Customer Center (make a note of the URL to use when you want to access Customer Center again)
● one Administrator user that is set up for your use with a present username and password to let you log in the first time
If you have any questions or need assistance, contact Absolute Global Support as instructed in the task,
"Contacting Absolute Global Support" on page 22. To access Customer Center and log in for the first time:
1. Enter your organization’s specific URL in one of the following ways:
● Click the link provided in the account setup e-mail message for Absolute Customer Center, which opens the Login page.
● If your organization hosts its own Customer Center, consult your system administrator for the correct URL to access Customer Center.
You may want to write down the URL address and refer to it as needed while you become familiar with the Customer Center application.
2. On the Customer Center Login page, enter the provided Username (not case-sensitive) and
Password (case-sensitive).
If you have forgotten your password, before you attempt logging in three times, follow the instruc-tions in the task,"Retrieving a Forgotten Password" on page 26.
IMPORTANT If you enter your password incorrectly three times, you may see a message stating that your login is suspended. In this event, contact Global Support. For more information, see"Contacting Absolute Global Support" on page 22.
3. Click Login. If your username and password combination is correct, the Customer Center Home page opens.
Logging In to Customer Center
To ensure only authorized users have access to customer data, each registered user must log in to access Customer Center.
To log in to Customer Center:
1. Access Customer Center using your organization’s specific URL.
2. On the Customer Center Login page enter your Username (not case-sensitive) and Password (case-sensitive).
If you have forgotten your password, before you attempt logging in three times, follow the instruc-tions in the task,"Retrieving a Forgotten Password" on page 26.
IMPORTANT If you enter your password incorrectly three times, you may see a message stating that your login is suspended. In this event, contact Global Support. For more information, see"Contacting Absolute Global Support" on page 22.
3. Click Login.
If your username and password combination is correct, the Customer Center Home page opens.
Retrieving a Forgotten Password
If you have forgotten your password and your login has not been suspended, you can get a new
password, which is described next. However, if you were suspended, see"Enabling a Suspended User" on page 105.
To reset a forgotten password:
1. Open the Customer Center Login page.
IMPORTANT If you need the correct URL for your account, contact Absolute Global Support. For more information, see"Contacting Absolute Global Support" on page 22.
2. On the Login page, click the Forgot your Password link, which opens the Retrieve Password page.
3. In the Username field enter your username.
4. In the E-mail field enter the e-mail address associated with your username. 5. Click Submit.
A new password is sent to the e-mail address associated with your username.
Customer Center Home Page
After you log in successfully, the Customer Center Home page opens. From this page you can gather pertinent account information, such as messages, action items, and a summary of activity at a single glance.
The content of this page is dynamic, based on your User Role and its access rights. Administrators and Security Administrators see the dashboard, whereas Security Power Users, Power Users, and Guest Users do not.
In some cases, after you log in an Announcements dialog opens to inform you of items that need your immediate attention.
This section provides the following information and tasks: ● Announcements Dialog
● Recent Announcements
● Summary of Account
● Dashboard and its Widgets
Announcements Dialog
In some instances, a small splash screen or dialog shows upon successful login. The Announcements dialog provides a list of all action items that need your immediate attention, including items specific to you, your Customer Center account, and the Absolute products used in your account.
The Announcements dialog is where you perform the following tasks: ● Acknowledging Announcements
● Dismissing Messages
● Closing the Announcements Dialog Without Acknowledging The Announcements
Acknowledging Announcements
To acknowledge the announcements and close the dialog:
1. Log in to Customer Center. The Customer Center Home page opens and an Announcement dialog shows.
2. Click OK to acknowledge all announcements that show in the dialog.
NOTE When you click OK, the announcements are marked complete and the Announcements dialog does not open again for these messages. However, each time there is a new
announcement that applies to you or your Customer Center account, the Announcements dialog opens again the next time that you log in to Customer Center.
3. Click to close the dialog.
Dismissing Messages
IMPORTANT The Do not show again box is available for non-mandatory messages only.
To dismiss non-mandatory messages:
1. Log in to Customer Center. The Customer Center Home page opens and an Announcement dialog appears.
This action indicates that you acknowledge the announcements, but not that you accept them. The announcements show again the next time you log in to Customer Center.
3. Remove the announcements from the list and click to close the dialog.
The Announcements dialog may open the next time you log in to Customer Center, but the mes-sages for which you selected the Do not show again checkbox do not show again in the Announcements dialog.
Closing the Announcements Dialog Without Acknowledging The Announcements
To close the dialog regardless of the messages shown:1. Log in to Customer Center. The Customer Center Home page opens and an Announcement dialog shows.
2. Click to close the dialog without acknowledging the announcements that are shown. The next time you log in to Customer Center, the dialog opens to show these messages again.
Recent Announcements
The Recent Announcements area of the Home page shows any important messages and provides, or hides, a list of the latest important messages from Absolute Global Support that apply to your account or user profile.
To show the list of announcements, do one of the following: ● Click Recent Announcements.
● Click the Show Details link. ● Click .
To hide the list of announcements, do one of the following: ● Click Recent Announcements.
● Click the Hide Details link. ● Click .
Summary of Account
For Power Users and Guests, the Summary for Account area of the Home page provides an overview of product license information for the account.
The area is divided into three sections:
Section Details
Product / License The number of licenses purchased for each product and the total number of licenses for your account.
Section Details
Install / Call-in Details Provides information about the Computrace agent licenses installed on the devices in your account. For more information about the agent, see "Understanding the Role of the Computrace Agent" on page 19. This section includes the following information:
● Over (-) or Under Install (+): indicates whether the account is over- or under-installed relative to the total number of purchased agent licenses
● Total Installed: shows the total number of devices with the agent installed ● Called in Last 30 Days: shows the number of devices that have called the
Monitoring Center in the last 30 days
● Recent Call In Rate: expresses the value for Called in Last 30 Days as a percentage of Total Installed
Service Guarantee Subset
Provides information about devices with a Service Guarantee. For more information, see"Managing Service Guarantee Licenses" on page 115. This section includes the following information:
● Service Guarantee Installed (flag set): shows the total number of devices with the Service Guarantee flag set
● Over (-) or Under Install (+): indicates whether the account is over- or under-installed relative to the total number of purchased Service Guarantee licenses ● Install Rate: expresses the value for Over (-) or Under Install (+) as a
percentage of all purchased Service Guarantee licenses
● Called in Last 30 Days: indicates the number of devices with a Service Guarantee that have called the Monitoring Center in the last 30 days ● Recent Call In Rate: expresses the value for Called in Last 30 Days as a
percentage of Service Guarantee Installed (flag set)
Dashboard and its Widgets
For Administrators and Security Administrators, the Dashboard area of the Home page shows widgets in a graphical interface that provide important information relating to your account. Some widgets show information in the form of a pie chart. Hover over the units in the pie chart to see their values. This section provides the following information and tasks:
● Viewing the Widgets That Show When You Log In for the First Time
● Using Widgets
● Showing or Hiding Specific Widgets
● Customizing Widgets
Viewing the Widgets That Show When You Log In for the First Time
When you log in to Customer Center for the first time, the following widgets are available on the dashboard:
● Agent Call Rate (All) shows the agent call statistics for all devices. Click the appropriate call-in
period to open the Asset Report with the specific date ranges prepopulated in the Most recent
call field.
● Active Products shows the Computrace products that are active for devices in your account.
Products are associated with service levels, which dictate the functionality available for specific devices and groups. For more information, see"Service Levels" on page 19.
You cannot close this widget.
● License Summary shows the available licenses within your account, compared to the number of
licenses now in use. Clicking a license type opens the list of devices that currently use those licenses.
You cannot close this widget.
● Agent Versions shows the version numbers of the various agents on your managed devices.
Click the appropriate version number to open the Asset Report with the selected version number prepopulated in the Agent Version field.
● Anti-Malware Summary shows a summary of devices in your account that contain detected
anti-malware products, and devices without any anti-malware products. The following actions are possible:
○ To open the Missing Anti-Malware Report, click the area labelled Missing Anti-Malware. ○ To open the Anti-malware Report with the specific application or vendor name prepopulated
in the Anti-Malware Software field, click the applicable anti-malware product name.
You can also open the following widgets if applicable to your account as described in the task,"Showing or Hiding Specific Widgets" on page 30.
● Agent Call Rate (Service Guarantee) shows the agent call statistics for all devices with a
Service Guarantee. Click the appropriate call-in period to open the Asset Report with the specific date ranges prepopulated in the Most recent call field.
● Favorite Reports can be personalized to show the top five, most frequently used reports from
the saved report filters on the My Reports page. Click the report name to open it. For more information, see"Using Widgets" on page 30.
Using Widgets
Widgets contain a set of icons that let you refresh, change, or hide a widget.
Refreshes the widget by generating the latest data.
Opens the Widget Settings dialog allowing you to manage display settings for the widget. For more information, see"Customizing Widgets" on page 31.
Hides the widget. You can show the widget again by enabling it in the Add/Remove Widgets area. For more information, see"Showing or Hiding Specific Widgets" on page 30.
NOTE Mandatory widgets do not have a close icon.
Widget Icons
Showing or Hiding Specific Widgets
The Add/Remove Widgets area lets you show or hide specific optional widgets. To show a specific widget:
1. Log in to Customer Center as an Administrator or Security Administrator.
2. On the Home page in the Dashboard area, click the Add/Remove Widgets link. The Dashboard expands to show a series of checkboxes and buttons.
4. Click Apply. The Dashboard refreshes with the new widgets showing. To hide a specific widget:
1. Log in to Customer Center as an Administrator or Security Administrator.
2. On the Home page in the Dashboard area, click the Add/Remove Widgets link. The Dashboard expands to show a series of checkboxes and buttons.
3. Clear the checkboxes for the specific widgets you want to hide.
4. Click Apply. The Dashboard refreshes and the selected widgets do not show.
Customizing Widgets
The Widget Settings dialog lets you specify various display options for the selected widget. This section provides the following information:
● Changing the Settings for a Widget
● Changing the Settings for the Favorite Reports Widget
● Moving the Position of a Widget
Changing the Settings for a Widget
To change the settings for a widget:
1. Log in to Customer Center as an Administrator or Security Administrator.
2. On the Home page in the Dashboard area, click on the specific widget whose settings you want to change. The Widget Settings dialog for the specific widget opens.
3. To change the appearance of the widget:
a) Click the Chart Options tab. The options for the specific widget are shown. b) Select values for the following options, as applicable:
● Chart Type: Select the type of chart from Pie, Bar, or Column.
● Chart Palette: Select the color scheme associated with the chart.
● Show as 3D: Show the chart with three-dimensional effects.
● Show Percent: For pie charts only, show percentage values.
4. To change the scope of data presented in the widget:
NOTE This step applies to the Agent Call Rate widgets only. a) Click the Chart Data tab.
b) In the Day Ranges field enter the number of days of data to show in the chart. To include multiple day ranges, use commas to separate the values (for example, 7,14,30,60).
NOTE For the Agent Call Rate (All) widget, by default, dormant devices are excluded from the Chart Data dialog. To include dormant devices, ensure that you select the Include Dormant
Changing the Settings for the Favorite Reports Widget
To change the settings for the Favorite Reports widget:
1. Log in to Customer Center as an Administrator or Security Administrator.
2. On the Home page in the Dashboard area, click in the Favorite Reports widget. 3. In the Edit Favorite Reports Settings dialog, do any of the following:
● To select the reports to show on the widget: i) Click the Favorite Reports Data tab.
ii) From the Filter Name list select the checkbox next to the name of the preferred report. iii) Click OK to return to the Customer Center Home page with the changes showing on the
Favorite Reports widget.
● To change the order of the reports shown on the widget: i) Click the Favorite Reports Data tab.
ii) From the Filter Name list, click the row you want to move and drag it to the preferred position.
For example, if you want to show MyReport1 as the first report in the list in the widget, click and drag the row containing MyReport1 to the first position in the list on the Data tab. iii) Click OK to return to the Customer Center Home page with the changes showing on the
Favorite Reports widget.
● To edit the font size:
i) Click the Favorite Reports Option tab. ii) In the Font Size list select the preferred value.
iii) Click OK to save the new font size and return to the Customer Center Home page with the changes showing on the Favorite Reports widget.
Moving the Position of a Widget
To move the position of the widget:
1. Log in to Customer Center as an Administrator or Security Administrator.
2. On the Home page in the Dashboard area, click and drag the title bar of the widget to the new location.
Working with Your User Profile
Your user role and its associated credentials determine the information that shows on the Manage User Profile page and what you can access:
● Administrators and Security Administrators can view and edit user details, and all user
system settings for their own user profile.
These user roles can also view, set, and edit other users’ information, status, and suspension set-tings. See"Editing a User’s Details" on page 102.
● Security Power Users, Power Users, and Guest Users can see and edit some user details and
This section provides the following tasks: ● Viewing Your User Profile
● Editing Your User Profile
Viewing Your User Profile
For all Customer Center user roles, the instructions for viewing your user profile are similar. To view your User Profile:
1. Log in to Customer Center.
2. On the Home page at the top of the page links and next to your Username, click the My Profile link.
3. The Manage User Profile page opens with the following sections, and your ability to edit the content is dependent on your user role:
● User details
● User system settings
● User Status settings
● Auto-suspension settings (for Administrator and Security Administrator user roles only)
Editing Your User Profile
You can access, view, and edit your own profile in the following ways: ● Editing Your User Details
● Changing Your Login Password
● Editing Your User System Settings
● Editing Your User Status and Suspension Settings
Editing Your User Details
NOTE You cannot edit the Account ID or the Username fields. To edit your User details:
1. Log in to Customer Center.
2. On the Home page at the top of the page links and next to your Username, click the My Profile link.
3. On the Manage User Profile page at the User details section, do the following: a) In the E-mail field, if the populated value is incorrect, enter the appropriate value. b) In the First Name and Last Name fields, enter the appropriate information.
c) To enable password security measures, select one or more of the following checkboxes: ● User must change password upon next login
● User must change password every 30 days