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osTicket - Post-Install Configuration

Outline of the post-install configuration of the open-source help desk ticketing system osTicket.

Environments and Technologies Used

  • Microsoft Azure (Virtual Machines/Compute)
  • Remote Desktop
  • Internet Information Services (IIS)

Operating Systems Used

  • Windows 10 (21H2)

Post-Install Configuration Objectives

  • Configure Roles
  • Configure Teams and Departments
  • Configure Agents
  • Configure SLA's (Service Level Agreements)
  • Create Help Topics

Configuration Steps

  • To configure roles, go to: Admin Panel > Agents > Roles. Add role. Name it and enable all ticket permissions.

  • Go to Admin Panel > Agents > Departments, Name the department and select a manager.
  • Click "Creat Dept".
  • Next, go to Admin Panel -> Agents -> Teams.
  • Select "Add team".
  • Name it "Level II Support" and add member by clicking on "Members" tab.
  • Go to Admin Panel > Settings > User Settings to make sure that the registration required box is not checked.

  • Go to Admin Panel -> Agents and click "Add new agent".
  • Create name and email.
  • Press the set password button.
  • Deselect the "Send the agent a password reset" box and create a password.
  • Deselect the "require password change" box and press "set".
  • Click on "Access" tab and select "System Administrators".
  • Also select the created department. In extended access below, select the department and add "support" department as well.
  • Next, click on "teams" tab and select the created team.
  • Click "Create".
  • Add another agent with limited permissions.
  • To create users, go to Agent Panel > Users > and click on "Add user".
  • Create name, email and password.
  • Click "Add User".

  • Go to Admin Panel > Manage > SLA and click "add new SLA plan".
  • Place these settings for Sev-A: (1 hour, 24/7).
  • Sev-B will be (4 hours, 24/7)
  • Sev-C will be (8 hours, Monday - Friday).

  • Go to Admin Panel > Manage > Help Topics and click "Add help topic".
  • Title the first one "Business Critical Outage", the second "Personal Computer Issues", the third "Equipment Request", and lastly "Password Reset".
  • Log into the user portal of osTicket at: http://localhost/osTicket/.
  • Use a created user to create tickets.

OsTicket is now configured and ready for tickets. 🎉

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