TylerSterlingTech / post-install-config

Geek Repo:Geek Repo

Github PK Tool:Github PK Tool

osTicket logo

osTicket - Post-Install Configuration

This tutorial outlines 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 Departments
  • Configure Teams
  • Configure Agents and Users
  • Configure SLA
  • Configure Help Topics

Configuration Steps

Disk Sanitization Steps

The osTicket log-in page.


Disk Sanitization Steps

Upon log-in, the agent panel is displayed. In the top right corner, there is an option to switch to the "Admin Panel"; this will be selected, with the aim to configure the roles.


Disk Sanitization Steps

"Admin Panel --> Agents --> Roles" is selected. "Add New Role" is selected.


Disk Sanitization Steps

Within "Add New Role", under the "Definition" tab, "Supreme Admin" is configured.


Disk Sanitization Steps

For the "Supreme Admin" role, under the "Tickets" tab, everything is selected to give full access.


Disk Sanitization Steps

For the "Supreme Admin" role, under the "Tasks" tab, everything is selected to give full access.


Disk Sanitization Steps

For the "Supreme Admin" role, under the "Knowledgebase" tab, the sole option is selected to again provide full access.


Disk Sanitization Steps

The role of "Supreme Admin" has been successfully created.


Disk Sanitization Steps

The aim is to now configure the departments. "Admin Panel --> Agents --> Departments" is selected. "Add New Department" is selected.


Disk Sanitization Steps

Within "Add New Department", the "Systems Administrators" department is configured. "Add Department" is selected, though the button is out-of-frame.


Disk Sanitization Steps

The "System Administrators" department has been successfully configured.


Disk Sanitization Steps

With the aim to configure the teams, "Admin Panel --> Agents --> Teams" is selected. "Add New Team" is selected, with the aim to create "Level II Support". "Level I Support" is configured by default.


Disk Sanitization Steps

"Level II Support" is configured, and "Create Team" is selected.


Disk Sanitization Steps

With the aim to configure the agents, "Admin Panel --> Agents --> Agents" is selected. "Add New Agent" is selected.


Disk Sanitization Steps

The first agent to be configured is named "Jane Doe".


Disk Sanitization Steps

Jane's password is set.


Disk Sanitization Steps

Jane's access has been set to being a part of the "Systems Administrators" department and to have the "Supreme Admin" role.


Disk Sanitization Steps

Jane has been given full permissions.


Disk Sanitization Steps

Jane has been placed in the "Level II Support" team.


Disk Sanitization Steps

Jane has been successfully added as an agent.


Disk Sanitization Steps

John Smith is the next agent to be added. His password is set, as Jane's was.


Disk Sanitization Steps

John's access has been set to being a part of the "Support" department and to have the "Limited Access" role.


Disk Sanitization Steps

John has been given full permissions.


Disk Sanitization Steps

John has been placed in the "Level I Support" team.


Disk Sanitization Steps

Both agents have been successfully added.


Disk Sanitization Steps

With the aim to configure the users, "Agent Panel --> Users --> User Directory" is selected. "Add User" is selected.


Disk Sanitization Steps

Karen Jones is configured as a user.


Disk Sanitization Steps

Karen Jones has been successfully added as a user.


Disk Sanitization Steps

Ken Jackson is configured as a user.


Disk Sanitization Steps

Ken Jackson has been successfully added as a user.


Disk Sanitization Steps

With the aim to configure the SLA plans, "Admin Panel --> Manage --> SLA" is selected. "Add New SLA Plan" is selected.


Disk Sanitization Steps

Sev-A has been configured to have a 1 hour grace period, on a 24/7 schedule. This SLA is meant for business critical emergencies.


Disk Sanitization Steps

Sev-B has been configured to have a 4 hour grace period, on a 24/5 schedule.


Disk Sanitization Steps

Sev-C has been configured to have an 8 hour grace period, on a 24/5 schedule.


Disk Sanitization Steps

Sev-D has been configured to have an 8 hour grace period, on a "Monday-Friday 8am-5pm with U.S. Holidays" schedule.


Disk Sanitization Steps

All four SLA plans have been successfully created.


Disk Sanitization Steps

With the aim to configure the help topics, "Admin Panel --> Manage --> Help Topics" is selected. "Add New Help Topic" is selected.


Disk Sanitization Steps

The "Business Critical Outage" help topic is configured.


Disk Sanitization Steps

For the "Business Critical Outage" help topic, the SLA plan Sev-A is selected and the priority is set to "Emergency".


Disk Sanitization Steps

The "Personal Computers Issues" help topic is configured.


Disk Sanitization Steps

For the "Personal Computers Issues" help topic, the SLA plan Sev-B is selected and the priority is set to "Normal".


Disk Sanitization Steps

The "Equipment Request" help topic is configured.


Disk Sanitization Steps

For the "Equipment Request" help topic, the SLA plan Sev-D is selected and the priority is set to "Normal".


Disk Sanitization Steps

The "Password Reset" help topic is configured.


Disk Sanitization Steps

For the "Password Reset" help topic, the SLA plan Sev-B is selected and the priority is set to "Normal".


Disk Sanitization Steps

The four help topics have been successfully configured.


About