This tutorial outlines a post-install configuration demonstration of the open-source help desk ticketing system osTicket.
- 🔗 Admin & Agent Login Page:
http://localhost/osTicket/scp/login.php
- 🔗 End User's osTicket Page:
http://localhost/osTicket
- Microsoft Azure (Virtual Machines/Compute)
- Remote Desktop
- Internet Information Services (IIS)
- Windows 10
- Configure Roles ✔️
- Grouping Permissions
Admin Panel -> Agents -> Roles, create 'King Admin' Role
- Configure Departments ✔️
- Ticket Visibility, Help Desk vs SysAdmins vs Networking
Admin Panel -> Agents -> Departments, create 'SysAdmins' Department
- Configure Teams ✔️
- Pull Agents from different Departments
Admin Panel -> Agents -> Teams, create 'Online Banking' Team
- Allow all to create a ticket ✔️
Admin Panel -> Settings -> User Settings, uncheck 'unregistered users can create tickets'
- Configure Agents 'empolyees' & Configure Users 'customers' ✔️
- Jenny, Department: SysAdmins & Johnny, Department: Support
Admin Panel -> Agents -> Add New
- Ken & Karen
Agent Panel -> Users -> Add New
- Configure SLA ✔️
- Sev-A, Grace Period: 1 hour, Schedule: 24/7
- Sev-B, Grace Period: 4 hours, Schedule: 24/7
- Sev-C, Grace Period: 8 hours, Schedule: 24/7
Admin Panel -> Manage -> SLA
- Configure Help Topics for Users creating tickets ✔️
- Business Critical Outage
- Personal Computer Issues
- Equipment Request
- Password Reset
- Other
Admin Panel -> Manage -> Help Topics
1️⃣ Configure Roles, Departments, and Teams
- To group permissions, sign in to Admin Login Page. Follow path Admin Panel -> Agents -> Roles, click
Add New Agent
. Enter Name, Email, and check desired permissions on next tab.- To configure ticket visibility, follow path Admin Panel -> Agents -> Departments, click
Add New Department
. Choose Parent department from dropdown, fill out Name, and select Type. Configure other optional department settings if needed.- To assign different Agents to specific teams within department and roles, follow path Admin Panel -> Agents -> Teams, click
Add New Team
. Enter Name and Status.
2️⃣ Configure User Settings, Agents, and End Users
- To allow anyone the ability to create and submit a ticket, follow path Admin Panel -> Settings -> User Settings and ensure
Require registration and login to create tickets
box is unchecked.- To configure Agents follow path Admin Panel -> Agents -> click
Add Agent
. Enter Name, Email Address, and Username. ClickSet Password
, UncheckSend the agent a password reset email
to set Agents password and clickUpdate
. Assign desired Access, Permissions and/or Teams by clicking in corresponding tabs.- To configure Users follow path Agent Panel -> Users ->
Add User
. Enter user's Email and Name.
3️⃣ Configure Service Level Agreements and Help Topics 🏁
- To create new SLA follow path Admin Panel -> Manage -> SLA, click
Add New SLA Plan
. Enter Name, Grace Period, and select Status.- To configure Help Topics for users creating tickets follow path Admin Panel -> Manage -> Help Topics, click
Add New Help Topic
. Enter Topic, select Status and Type.