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Course Outline
Helpdesk Sovereignty
- Understanding how cloud helpdesks expose customer conversations and metadata.
- Zammad architecture: Rails, PostgreSQL, Redis, and Elasticsearch.
- Comparisons with osTicket, Request Tracker, and OTRS.
Installation and Configuration
- Package installation on Debian/Ubuntu or Docker Compose deployment.
- Database setup, migrations, and initial admin account creation.
- Elasticsearch integration for full-text search capabilities.
- Configuration of SMTP, IMAP, and Microsoft 365 channels.
Ticket Management
- Creating and merging tickets from various channels.
- Managing statuses, priorities, types, and tags.
- Utilizing macros, templates, and canned responses.
- Controlling internal notes and customer-visible articles.
Workflows and Automation
- Trigger-based automation for routing and notifications.
- Scheduled jobs handling escalation and cleanup tasks.
- Defining SLAs with calendar-aware targets.
- Utilizing overviews and custom ticket filters.
User and Organization Management
- Managing agents, customers, and organizational hierarchies.
- Setting up role-based permissions and group assignments.
- Implementing LDAP and SAML authentication.
- Configuring the customer portal for self-service registration.
Knowledge Base and Reporting
- Creating internal and public knowledge base articles.
- Analyzing ticket volume, response times, and satisfaction via dashboards.
- Generating custom reports and exporting to CSV.
- Integrating time accounting and billing processes.
Integration and Maintenance
- Setting up webhook notifications for external systems.
- Leveraging the API for custom integrations and mobile applications.
- Backing up and restoring databases and attachments.
- Executing upgrade procedures and managing plugins.
Requirements
- Intermediate proficiency in Linux and web application administration.
- Familiarity with customer support workflows and SLA concepts.
- Basic understanding of PostgreSQL and Ruby on Rails.
Audience
- Support managers seeking to replace Zendesk, Freshdesk, or ServiceNow.
- Organizations requiring on-premise custody of ticketing and customer data.
- Advocates of open-source software aiming to build transparent support operations.
14 Hours
