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OTRS 2.2 - Admin Manual

Copyright © 2003-2008 OTRS AG

Christian Schöpplein, Richard Kammermeyer, Stefan Rother, Thomas Raith, Burchard Steinbild, André Mindermann, Martin Edenhofer, Christopher Kuhn, Henning Oschwald, Manuel Hecht, René Bakker, Bodo Bauer, Hauke Böttcher, Jens Bothe

This work is copyrighted by OTRS AG.

You may copy it in whole or in part as long as the copies retain this copyright statement.

UNIX is a registered trademark of X/Open Company Limited. Linux is a registered trademark of Linus Torvalds.

MS-DOS, Windows, Windows 95, Windows 98, Windows NT, Windows 2000, Windows XP and Windows 2003 are registered trademarks of Microsoft Corporation. Other trademarks and registered trademarks are: SUSE and YaST of SUSE AG, Red Hat and Fedora are registered trademarks of Red Hat, Inc. Mandrake is a registered trademark of MandrakeSoft, SA. Debian is a registered trademark of Software in the Public Interest, Inc. MySQL and the MySQL Logo are registered trademarks of MySQL AB.

All trade names are used without the guarantee for their free use and are possibly registered trade marks.

OTRS AG essentially follows the notations of the manufacturers. Other products mentioned in this manual may be trademarks of the respective manufacturer.

Table of Contents

1. Basics about trouble ticket systems

1.1. What is a trouble ticket system, when do you need it?
1.2. What is a trouble ticket?

2. OTRS - Open Ticket Request System

2.1. Basics

2.2. Features

2.2.1. New features of OTRS 2.1
2.2.2. New features of OTRS 2.2

2.3. Hard and software requirements

2.4. Community

2.5. Commercial Support for OTRS

3. Installation of the OTRS framework

3.1. The simple way - Installation of prebuilt packages

3.1.1. Installing the rpm on a SUSE distro
3.1.2. Installing OTRS on a Debian system
3.1.3. Installing OTRS on Microsoft Windows systems

3.2. Installation from source (Linux, Unix)

3.2.1. Preparing the installation from source
3.2.2. Installation of needed Perl modules
3.2.3. Configuring the apache web server
3.2.4. Configuring the database
3.2.5. Setting up the cron jobs for OTRS

4. First steps in OTRS

4.1. Agent web interface
4.2. Customer web interface
4.3. Public web interface
4.4. First login
4.5. An overview to the web interface
4.6. What is a queue?
4.7. User preferences

5. The admin area of OTRS

5.1. Basics

5.2. User, groups and roles

5.2.1. User
5.2.2. Groups
5.2.3. Roles

5.3. Customer users and customer groups

5.3.1. Customer users
5.3.2. Customer groups

5.4. Queues

5.5. Salutations, signatures, attachments and responses

5.5.1. Salutations
5.5.2. Signatures
5.5.3. Attachments

5.6. Auto answers

5.7. Email addresses

5.8. Notifications

5.9. SMIME

5.10. PGP

5.11. States

5.12. The graphical configuration frontend (SysConfig)

5.13. Using POP3 accounts

5.14. Filtering incoming messages

5.15. Executing automated jobs with the GenericAgent

5.16. Admin email

5.17. Session management

5.18. System Log

5.19. SQL queries via the select box

5.20. Package manager

6. Configuring the system

6.1. The config files of OTRS
6.2. Configuring the system through the web interface

7. Sending/Receiving emails

7.1. Sending emails

7.1.1. Via Sendmail (default)
7.1.2. Via SMTP relay/smarthost

7.2. Receiving emails

7.2.1. Via POP3 accounts - the easy way (PostMasterPOP3.pl)
7.2.2. Via command line program and e.g. procmail (PostMaster.pl)
7.2.3. Fetching emails via POP3 or IMAP and fetchmail for PostMaster.pl
7.2.4. Filtering/dispatching by OTRS/PostMaster modules (for more complex dispatching)

8. Time related functions in OTRS

8.1. Specifying the relevant times for OTRS

8.1.1. TimeWorkingHours
8.1.2. TimeVacationDays
8.1.3. TimeVacationDaysOneTime

8.2. Automated Unlocking

8.3. Pending Tickets

8.4. Escalation Properties

9. Ticket responsibility and ticket watching

9.1. Ticket responsibility
9.2. Ticket watching

10. Set-up of the pdf output

11. Using external backends

11.1. Customer data

11.2. Customer user backend

11.2.1. Database (Default)
11.2.2. LDAP
11.2.3. Use more than one customer backend with OTRS

11.3. Backends to authentificate agents and customer users

11.3.1. Authentification backends for agents
11.3.2. Authentification backends for customer users

11.4. Customize the customer self registration

11.4.1. Customizing the web interface
11.4.2. Customer mapping
11.4.3. Customize the customer_user table in the OTRS DB

12. Modifying ticket states and ticket state types

13. Modifying ticket priorities

14. Creating own themes

15. Localization of the OTRS frontend

16. PGP

18. Access Control Lists (ACLs)

19. Stats module

19.1. Handling of the module by the agent

19.1.1. Overview
19.1.2. Generate and view stats
19.1.3. Edit - New
19.1.4. Import

19.2. Administration of the stat module by the OTRS administrator

19.2.1. Permission settings, groups and queues
19.2.2. SysConfig

19.3. Administration of the stats module by the system administrator

19.3.1. Data base table
19.3.2. List of all files
19.3.3. Caching
19.3.4. mkStats.pl
19.3.5. Automated stat generation - Cron
19.3.6. Static stats
19.3.7. Using old static stats
19.3.8. Default stats

20. Additional applications

20.1. Calendar
20.2. Content manager
20.3. File manager
20.4. Web mailer
20.5. FAQ
20.6. System status

21. Performance Tuning

21.1. OTRS

21.1.1. TicketIndexModule
21.1.2. TicketStorageModule

21.2. Database

21.2.1. MySQL
21.2.2. PostgreSQL

21.3. Webserver

21.3.1. Preestablish datababase connections
21.3.2. Preloaded modules - startup.pl
21.3.3. Reload Perl modules when updated on disk
21.3.4. Choosing the Right Strategy
21.3.5. mod_gzip/mod_deflate
21.3.6. mod_dosevasive

22. Backing up the system

22.1. Backup
22.2. Restore

A. Additional Resources

A.1. Homepage OTRS.org
A.2. Mailinglists
A.3. Bugtracking
A.4. Commercial Support

B. Config Referenzliste

B.1. Framework

B.1.1. Core
B.1.2. Core::Log
B.1.3. Core::MIME-Viewer
B.1.4. Core::MirrorDB
B.1.5. Core::PDF
B.1.6. Core::Package
B.1.7. Core::PerformanceLog
B.1.8. Core::SOAP
B.1.9. Core::Sendmail
B.1.10. Core::Session
B.1.11. Core::SpellChecker
B.1.12. Core::Stats
B.1.13. Core::Stats::Graph
B.1.14. Core::Time
B.1.15. Core::Time::Calendar1
B.1.16. Core::Time::Calendar2
B.1.17. Core::Time::Calendar3
B.1.18. Core::Time::Calendar4
B.1.19. Core::Time::Calendar5
B.1.20. Core::Time::Calendar6
B.1.21. Core::Time::Calendar7
B.1.22. Core::Time::Calendar8
B.1.23. Core::Time::Calendar9
B.1.24. Core::Web
B.1.25. Crypt::PGP
B.1.26. Crypt::SMIME
B.1.27. Frontend::Admin::ModuleRegistration
B.1.28. Frontend::Agent
B.1.29. Frontend::Agent::Auth::LDAP
B.1.30. Frontend::Agent::ModuleNotify
B.1.31. Frontend::Agent::ModuleRegistration
B.1.32. Frontend::Agent::Preferences
B.1.33. Frontend::Agent::Stats
B.1.34. Frontend::Customer
B.1.35. Frontend::Customer::Auth
B.1.36. Frontend::Customer::ModuleNotify
B.1.37. Frontend::Customer::ModuleRegistration
B.1.38. Frontend::Customer::Preferences
B.1.39. Frontend::Public::ModuleRegistration

B.2. Ticket

B.2.1. Core::ArticleFreeText
B.2.2. Core::LinkObject
B.2.3. Core::PostMaster
B.2.4. Core::Ticket
B.2.5. Core::TicketFreeText
B.2.6. Core::TicketFreeTextDefault
B.2.7. Core::TicketFreeTime
B.2.8. Core::TicketWatcher
B.2.9. Frontend::Admin::ModuleRegistration
B.2.10. Frontend::Agent
B.2.11. Frontend::Agent::ModuleNotify
B.2.12. Frontend::Agent::ModuleRegistration
B.2.13. Frontend::Agent::NavBarModule
B.2.14. Frontend::Agent::Preferences
B.2.15. Frontend::Agent::Ticket::ArticleAttachmentModule
B.2.16. Frontend::Agent::Ticket::ArticleComposeModule
B.2.17. Frontend::Agent::Ticket::ArticleViewModule
B.2.18. Frontend::Agent::Ticket::ArticleViewModulePre
B.2.19. Frontend::Agent::Ticket::MenuModule
B.2.20. Frontend::Agent::Ticket::MenuModulePre
B.2.21. Frontend::Agent::Ticket::ViewBounce
B.2.22. Frontend::Agent::Ticket::ViewClose
B.2.23. Frontend::Agent::Ticket::ViewCompose
B.2.24. Frontend::Agent::Ticket::ViewCustomer
B.2.25. Frontend::Agent::Ticket::ViewCustomerFollowUp
B.2.26. Frontend::Agent::Ticket::ViewEmailNew
B.2.27. Frontend::Agent::Ticket::ViewForward
B.2.28. Frontend::Agent::Ticket::ViewFreeText
B.2.29. Frontend::Agent::Ticket::ViewHistory
B.2.30. Frontend::Agent::Ticket::ViewMailbox
B.2.31. Frontend::Agent::Ticket::ViewMerge
B.2.32. Frontend::Agent::Ticket::ViewMove
B.2.33. Frontend::Agent::Ticket::ViewNote
B.2.34. Frontend::Agent::Ticket::ViewOwner
B.2.35. Frontend::Agent::Ticket::ViewPending
B.2.36. Frontend::Agent::Ticket::ViewPhoneNew
B.2.37. Frontend::Agent::Ticket::ViewPhoneOutbound
B.2.38. Frontend::Agent::Ticket::ViewPriority
B.2.39. Frontend::Agent::Ticket::ViewQueue
B.2.40. Frontend::Agent::Ticket::ViewResponsible
B.2.41. Frontend::Agent::Ticket::ViewSearch
B.2.42. Frontend::Agent::Ticket::ViewStatus
B.2.43. Frontend::Agent::Ticket::ViewZoom
B.2.44. Frontend::Customer
B.2.45. Frontend::Customer::ModuleRegistration
B.2.46. Frontend::Customer::Preferences
B.2.47. Frontend::Customer::Ticket::ViewNew
B.2.48. Frontend::Customer::Ticket::ViewSearch
B.2.49. Frontend::Customer::Ticket::ViewZoom

D. GNU Free Documentation License

0. PREAMBLE
1. APPLICABILITY AND DEFINITIONS
2. VERBATIM COPYING
3. COPYING IN QUANTITY
4. MODIFICATIONS
5. COMBINING DOCUMENTS
6. COLLECTIONS OF DOCUMENTS
7. AGGREGATION WITH INDEPENDENT WORKS
8. TRANSLATION
9. TERMINATION
10. FUTURE REVISIONS OF THIS LICENSE
How to use this License for your documents

List of Tables
3-1. Needed Perl modules for OTRS
3-2. Description of the several cron job scripts
5-1. Default groups after OTRS has been installed
5-2. Rights in the user groups of OTRS
5-3. Events for auto answers
5-4. Function of the different X-OTRS-headers
8-1. Unlock Properties
8-2. Escalation Properties
A-1. Mailinglists

List of Examples
5-1. Sort spam mails into a specific queue
7-1. .fetchmailrc
7-2. Example jobs for the filter module Kernel::System::PostMaster::Filter::Match
7-3. Example job for the filter module Kernel::System::PostMaster::Filter::CMD
8-1. Specifying the relevant working hours for the system
8-2. Specifying regular holidays in the system
8-3. Specifying irregular holidays in the system
8-4. GenericAgent job to send notification on escalated tickets
11-1. Configuring a DB customer backend
11-2. Using company tickets with a DB backend
11-3. Configuring a LDAP customer backend
11-4. Using Company tickets with a LDAP backend
11-5. Using more than one customer backend with OTRS
11-6. Authenticate agents agains a DB backend
11-7. Authenticate agents against a LDAP backend
11-8. Authenticate agents via HTTPBasic
11-9. Authenticate agents against a radius backend
11-10. Customer user authentification against a DB backend
11-11. Customer user authentification against a LDAP backend
11-12. Customer user authentification with HTTPBasic
11-13. Customer user authentification against a radius backend
18-1. ACL which only allows to move tickets with ticket priority 5 into a queue
18-2. ACL, which disables the closing of tickets in the raw queue and hides the close button
18-3. ACL, which removes the status for all agents, and only provides it for a group
19-1. Definition of a value series - one element
19-2. Definition of a value series - two elements

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