Checklist: Before you Escalate a Ticket to Microsoft Support

February 6, 2012

Joel Oleson of SharePoint Joel blog recently published a list of “7 Things You Should Do Before You Escalate to Microsoft Support” when troubleshooting a system issue. Oleson’s in-depth list goes beyond the obvious troubleshooting that Tier 2, Tier 3, and Engineering should do and includes checklist items such as reading up on your service pack and cumulative update level, rebooting, working with the entire team to isolate the issue, and reviewing code. First on the list:

You know one of the first things Microsoft support will want to know is what version and patch level you are at. If you’re way back, they are going to ask you to upgrade. At a minimum you should be on the latest service pack to address the majority of bugs they will point to. Now understanding that there are different tolerances to patching, this will be something you will need to decide. My recommendation is you don’t install a CU unless you need it. Well, when you’re dealing with what you think is a bug, there’s a chance it’s fixed a CU rollup or more recent CU.

Oleson also suggests reaching out to social solution forums, such as Twitter or the Microsoft Newsgroups.

Steps to help prevent long man hours on the phone with tech support while your system is not functioning properly are, of course, welcome. But this checklist sure sounds like a lot of trouble. Depending on your organization, you may not want to devote the time and effort for extensive troubleshooting prior to calling tech-support. We think it would be easier to go with a simple third-party solution like Mindbreeze, cutting down on the costly man hours.

Fabasoft Mindbreeze Enterprise provides consistent and comprehensive information access to both corporate and Cloud sources. The seamless Cloud solution makes sure you find the right information you need at any time. Check out the full suite of solutions at Fabasoft Mindbreeze.

Philip West, February 6, 2012

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Stephen E. Arnold monitors search, content processing, text mining and related topics from his high-tech nerve center in rural Kentucky. He tries to winnow the goose feathers from the giblets. He works with colleagues worldwide to make this Web log useful to those who want to go "beyond search". Contact him at sa [at] arnoldit.com. His Web site with additional information about search is arnoldit.com.