System and method for providing automated customer support

• US 5,678,002 A
• Filed: 07/18/1995
• Issued: 10/14/1997
• Est. Priority Date: 07/18/1995
• Status: Expired due to Term

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Fawcett, Philip E., Blomfield-Brown, Christopher
• Primary Examiner(s): Beausoliel, Jr., Robert W.
• Assistant Examiner(s): LE, DIEU MINH T
• Application Number:
  US08/503,699
• Time in Patent Office: 819 Days
• Field of Search: 395/183.22, 395/183.01, 395/185.1, 395/326, 395/329, 395/336, 395/200.2, 395/610
• US Class Current: 715/709
• CPC Class Codes: G06F 11/0709 in a distributed system consisting of a plurality of standalone computer nodes, e.g. clusters, client-server systems
• CPC Class Codes: G06F 11/0748 in a remote unit communicating with a single-box computer node experiencing an error/fault remote testing G06F11/2294
• CPC Class Codes: G06F 11/2294 by remote test

Abstract

An automated system and method for diagnosing and resolving computer-related problems from a product support center. The traditional roles of the product engineer and customer are largely supplanted by execution of specialized client/server software programs on the respective computers. These programs exchange diagnostic and--in some cases--remedial data over the same telephone circuit used by the engineer and customer. The resulting system accelerates diagnosis and resolution of the customers'"'"' problems, reduces product support costs, and improves customer satisfaction.

Claims

1. A method of providing diagnostic support for a software product installed on a customer computer by using a vendor computer at a remote location, each computer including a CPU coupled to memory and a display, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modem, each of the computers further including a layer of communications software for sending/receiving data and For implementing communication protocols associated with the voice/data modem in said computer, the communications layer of software in the customer computer including a support agent, the communications layer of software in the vendor computer including a support client, the method comprising the steps of:

providing one or more software-implemented diagnostic interpreters on the vendor computer;

registering the one or more diagnostic interpreters with the support client in the vendor computer, said registering including adding an entry to a registry database maintained in the vendor computer in the communications layer of software;

issuing a request from one or more of the diagnostic interpreters to the support client to send a message, said message requesting invocation of one or more software-implemented diagnostic agents on the customer computer;

communicating the request from the support client to the support agent;

checking a registry database in the communications layer of software in the customer computer to determine if the one or more diagnostic agents are registered;

if a requested diagnostic agent is not registered;

notifying the support client that the diagnostic agent is not registered;

using the support client to download the requested diagnostic agent to the support agent;

when the downloading is completed, issuing an execute command from the diagnostic interpreter;

communicating said command from the support client to the support agent, and thence to the customer computer; and

in response to said command, registering the requested diagnostic agent with the support agent;

sending messages from the one of more diagnostic interpreters through the support client to the support agent and thence to the diagnostic agents requesting the one or more diagnostic agents each perform a diagnostic task, said task including the collection of diagnostic data;

returning the collected diagnostic data through the support agent to the support client and thence to the one or more diagnostic interpreters; and

displaying data corresponding to said collected diagnostic data on the display of the vendor computer.

2. The method of claim 1 in which the support agent includes at least one of the following operations:

collecting data from a specified sub-section of the registry database in the customer computer;

or

creating or deleting registry key and value information from the registry database in the customer computer.

3. The method of claim 2 which includes providing support in the diagnostic agent to perform each of the operations listed in claim 2.

4. The method of claim 1 in which the requested diagnostic agent includes at least one of the following operations:

creating a list of all windows on the display of the customer computer;

creating a list of all applications running on the customer computer;

capturing a designated window on the display of the customer computer and compressing data corresponding thereto;

or

identifying all windows belonging to a selected application running on the customer computer.

5. The method of claim 4 which includes providing support in the diagnostic agent to perform each of the operations listed in claim 4.

6. The method of claim 1 in which the requested diagnostic agent includes collecting data from a system registry database in the customer computer, said registry database indicating properties and characteristics of each device in the customer computer.

7. The method of claim 1 in which the requested diagnostic agent includes collecting data from the customer computer indicating characteristics of a printer associated with said computer.

8. The method of claim 1 in which the requested diagnostic agent includes obtaining data from a clipboard data structure on the customer computer.

9. The method of claim 1 in which the requested diagnostic agent includes obtaining data about file attributes on the customer computer.

10. The method of claim 1 which includes:

using the support client, encapsulating the request from the diagnostic interpreter with a header; and

communicating the encapsulated request from the support client to the support agent via a socket allocated thereto.

11. The method of claim 1 in which each of said registering steps include supplying a receive callback function for handling incoming messages, and a unique universal identifier for identifying a registering diagnostic component.

12. The method of claim 11 which includes calling said registered receive callback function when communicating between the diagnostic agent and the diagnostic interpreter.

13. The method of claim 12 which includes calling said registered receive callback function each time the support client receives a message destined for the diagnostic interpreter, said calling serving to notify the diagnostic interpreter of the arrival of a message, and to initiate processing of the message.

14. The method of claim 1 which includes securely terminating communications between the vendor and customer computers by:

sending a terminate command from the support client to the support agent;

in the customer computer, terminating a task in main memory and performing a memory purge to eliminate the diagnostic agent therefrom; and

removing a registry entry corresponding to said diagnostic agent from the customer computer.

15. A computer readable medium having stored therein instructions capable of causing a computer to perform the method of claim 1.

16. The method of claim 1 where communicating the request from the support client to the support agent includes a security mechanism with a plurality of security components.

17. The method of claim 16 in which the plurality of security components includes a login identifier and a login password.

18. The method of claim 17 in which the login identifier includes a unique universal identifier.

19. The method of claim 17 in which the login password includes an encrypted Internet Protocol address.

20. In a computer system including first and second computers at spaced-apart first and second locations, each computer including a CPU coupled to memory and a display, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modem, each of the computers further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer, an improvement further comprising:

a registry database in the first computer;

a diagnostic agent in the first computer;

a diagnostic interpreter in the second computer, said interpreter comprising software instructions for invoking the diagnostic agent to perform selected functions from the following catalog of functions;

collecting data from a specified section of the first computer'"'"'s registry database; and

creating and deleting registry key and value information from the first computer'"'"'s registry database;

the diagnostic agent comprising software instructions in the first computer for performing any function from said catalog of functions in response to the diagnostic interpreter, and for transferring data corresponding thereto to the diagnostic interpreter;

the diagnostic interpreter further including means for receiving said transferred data from said diagnostic agent and for presenting data corresponding thereto to a user of the second computer.

21. In a computer system including first and second computers at spaced-apart first and second locations, each computer including a CPU coupled to memory and a display and running a windowed operating system, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modem, each of the computers further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer, an improvement further comprising:

a diagnostic agent in the first computer;

a diagnostic interpreter in the second computer, said interpreter comprising software instructions for invoking the diagnostic agent to perform selected functions from the following catalog of functions;

creating a list of all windows on the display of the customer computer; and

capturing a designated window on the display of the customer computer and compressing data corresponding thereto;

the diagnostic agent comprising software instructions in the first computer for performing any function from said catalog of functions in response to the diagnostic interpreter, and for transferring data corresponding thereto to the diagnostic interpreter;

the diagnostic interpreter further including means for receiving said transferred data from said diagnostic agent and for presenting data corresponding thereto to a user of the second computer.

22. In a computer system including first and second computers at spaced-apart first and second locations, each computer including a CPU coupled to memory and a display and running a windowed operating system, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modem, each of the computers further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer, an improvement further comprising:

a diagnostic agent in the first computer;

a diagnostic interpreter in the second computer, said interpreter comprising software instructions for invoking the diagnostic agent to perform the function of identifying all windows belonging to a selected application running on the customer computer;

the diagnostic agent comprising software instructions in the first computer for performing said function in response to the diagnostic interpreter, and for transferring data corresponding thereto to the diagnostic interpreter;

the diagnostic interpreter further including means for receiving said transferred data from said diagnostic agent and for presenting data corresponding thereto to a user of the second computer.

23. In a computer system including first and second computers at spaced-apart first and second locations, each computer including a CPU coupled to memory and a display and running a windowed operating system that supports a clipboard data structure, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modem, each of the computers further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer, an improvement further comprising:

a diagnostic agent in the first computer;

a diagnostic interpreter in the second computer, said interpreter comprising software instructions for invoking the diagnostic agent to perform the function of obtaining data from the clipboard data structure in the customer computer;

the diagnostic agent comprising software instructions in the first computer for performing said function in response to the diagnostic interpreter, and for transferring data corresponding thereto to the diagnostic interpreter;

the diagnostic interpreter further including means for receiving said transferred data from said diagnostic agent and for presenting data corresponding thereto to a user of the second computer.

24. A method of providing support for a software product installed on a customer computer system by using a vendor computer system at a remote location, each computer system including a CPU coupled to memory and a display, the computer systems being linked through a single telecommunications circuit, each of said computer systems being coupled to said telecommunications circuit through a voice/data modem, each of the computer systems further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer systems, the method comprising the steps of:

receiving a call from a customer at the remote location;

coupling the call to an interactive voice response unit (IVRU);

conducting an interactive machine/person dialog to aid in identifying the support required, said dialog including alternately posing a series of voiced options to the customer from the IVRU, and receiving tone responses thereto; and

automatically transferring diagnostic data from the customer computer system to the vendor computer system, the diagnostic data transferred being dependent on the tone responses provided to the IVRU;

wherein the interactive dialog aids in identifying the support required, and diagnostic data corresponding thereto is made available at the vendor computer system without intervention by product support personnel at the remote location.

25. The method of claim 24 in which the transferring step includes:

sending a request for said diagnostic data from the vendor computer system to the customer computer system; and

in response to said request, invoking an application software program in the customer computer system to service said request.

26. The method of claim 24 which includes displaying at least a portion of the transferred diagnostic data on the display of the vendor computer system for presentation to a customer support representative.

27. The method of claim 24 which includes performing an automated analysis of the diagnostic data at the vendor computer system, said analysis suggesting a remedial action, and automatically transmitting remedial data to the customer computer system.

28. The method of claim 27 in which the automated analysis suggests a set of data at the customer computer system is outdated, and automatically transmitting updated data corresponding thereto to the customer computer system.

29. A computer readable medium having stored therein instructions capable of causing a computer to perform the method of claim 24.

30. A method of providing diagnostic support for a software product installed on a customer computer by using a vendor computer at a remote location, each computer including a CPU coupled to memory and a display, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modern, each of the computers further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer, the communications layer of software in the customer computer including a support agent, the communications layer of software in the vendor compute including a support client, the method comprising the steps of:

providing a software-implemented diagnostic interpreter;

registering the diagnostic interpreter with the support client in the vendor computer, said registering including adding an entry to a registry database maintained in the vendor computer;

issuing a request from the diagnostic interpreter to the support client to send a message, said message requesting invocation of a software-implemented diagnostic agent;

communicating the request from the support client to the support agent;

checking a registry database in the customer computer to determine if the diagnostic agent is registered, the checking including collecting data from a system registry database in the customer computer, the system registry database indicating properties and characteristics of each device in the customer computer;

if the diagnostic agent is not registered;

notifying the support client that the diagnostic agent is not registered;

using the support client to download the diagnostic agent to the support agent;

when the downloading is completed, issuing an execute command from the diagnostic interpreter;

communicating said command from the support client to the support agent, and thence to the customer computer; and

in response to said command, registering the diagnostic agent with the support agent;

sending a message from the diagnostic interpreter through the support client to the support agent and thence to the diagnostic agent requesting the diagnostic agent to perform a diagnostic task, said task including the collection of diagnostic data;

returning the collected diagnostic data through the support agent to the support client and thence to the diagnostic interpreter; and

displaying data corresponding to said collected diagnostic data on the display of the vendor computer.

31. A computer readable medium having stored therein instructions capable of causing a computer to perform the method of claim 30.

32. A method of providing diagnostic support for a software product installs on a customer computer by using a vendor computer at a remote location, each computer including a CPU coupled to memory and a display, the computers being linked through a single telecommunications circuit, each of said computers being coupled to said telecommunications circuit through a voice/data modern, each of the computers further including a layer of communications software for sending/receiving data and for implementing communication protocols associated with the voice/data modem in said computer, the communications layer of software in the customer computer including a support agent, the communications layer of software in the vendor computer including a support client, the method comprising the steps of:

providing a software-implemented diagnostic interpreter;

registering the diagnostic interpreter with the support client in the vendor computer, said registering including adding an entry to a registry database maintained in the vendor computer;

issuing a request from the diagnostic interpreter to the support client to send a message, said message requesting invocation of a software-implemented diagnostic agent;

using the support client, encapsulating the request from the diagnostic interpreter with a header;

communicating the request from the support client to the support agent via a socket allocated thereto;

checking a registry in the customer computer to determine if the diagnostic agent is registered;

if the diagnostic agent is not registered;

notifying the support client that the diagnostic agent is not registered;

using the support client to download the diagnostic agent to the support agent;

when the downloading is completed, issuing an execute command from the diagnostic interpreter;

communicating said command from the support client to the support agent, and thence to the customer computer; and

in response to said command, registering the diagnostic agent with the support agent;

sending a message from the diagnostic interpreter through the support client to the support agent and thence to the diagnostic agent requesting the diagnostic agent to perform a diagnostic task, said task including the collection of diagnostic data;

returning the collected diagnostic data through the support agent to the support client, and thence to the diagnostic interpreter; and

displaying data corresponding to said collected diagnostic data on the display of the vendor computer.

33. A computer readable medium having stored therein instructions capable of causing a computer to perform the method of claim 32.