Otrs Helpdesk Solutions Linux 2012 120620044302 Phpapp01

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    OTRS Help Desk and Asset Management

    Goneri Le Bouder

    June 2012

    Solutions Linux 2012

    http://find/
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    Goneri Le Bouder

    About myself

    FusionInventory project co-leader

    Debian Developer

    Work at TECLIB, Paris, FranceAsset management and Help Desk consulting(FusionInventory, GLPI, OTRS)

    http://find/
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    Outline

    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    http://find/http://goback/
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    Why an Help Desk software matter?

    the Benefits

    central point of contact for the users

    associate request depending on the agent skill

    ensure request are resolved in time (SLA)

    reporting

    much more

    http://find/
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    History

    2001 Created by Martin Edenhofer

    2002 OTRS 0.5

    2003 OTRS GmbH2007 OTRS 2.0

    2010 OTRS 3.0 and OTRS::ITSM 2.0

    today OTRS 3.1

    http://find/
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    OTRS

    the big picture (1/2)

    an Help Desk softwarenot to confuse with a bug tracker

    an IT Service Management solution (ITSM)

    ITIL V3 Best Practices

    http://find/
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    The big picture

    the big picture (2/2)

    Free Software: GNU Affero General Public License 3 Available in 33 languages

    A powerful underlying framework

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    Who is behind the software (1/2)

    OTRS Company

    Drives the project

    Offices in Germany, Netherlands, USA, Mexico, HongKong, Malaysia

    70 employees

    Provides consulting, software development, Support,

    etc

    http://find/
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    Who is behind the software (2/2)

    The community

    QA

    Specific platform support Localizations

    Provides Add-On and integration

    Free support (mailing list, forums, etc)

    Promotion

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    OTRS

    Who use OTRS?

    Used World-Wide!

    100 000+ corporate installation

    Certified partners on 3 continents

    http://find/
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    Outline

    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    http://goforward/http://find/http://goback/
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    Supported OS

    OTRS can be used on any Operating System

    Linux

    Solaris

    AIX

    FreeBSD

    MacOSX

    Windows

    ...

    S t d D t b

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    Supported Database

    Supported databases

    MySQL 4.1+

    PostgreSQL 8.2+

    Oracle 10g+ MS SQL 2005+

    OTRS also has unsupprted drivers for

    Ingres

    IBM DB2

    A th tifi ti b k d (1/3)

    http://find/
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    Authentification backend (1/3)

    Database

    the default configuration

    A th tifi ti b k d (2/3)

    http://find/
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    Authentification backend (2/3)

    Great LDAP integration

    Large collection of supported servers Advanced native LDAP interface

    Ability to deal with exotic configuration

    http://find/
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    Conclusion

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    Conclusion

    OTRS is

    versatiluse the OS, DB, Auth mechanism you need

    Outline

    http://find/
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    Outline

    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    Public interfaces

    http://find/
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    Public interfaces

    OTRS for end-users

    Customer interfaceoptimized end-user interface: Show up just what matters

    Email

    Phone call

    Public interfaces

    http://find/
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    Public interfaces

    OTRS for agent

    Agent interface

    Email

    Phone call

    iPhone and Android apps

    Other system (1/2)

    http://find/
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    Other system (1/2)

    How to deal with

    the monitoring Alerts notifications from other system

    other Tracking systems

    Other system (2/2)

    http://find/
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    Other system (2/2)

    OTRS offers various interfaces

    works out of the box for most of the monitoringsolutions

    Emailwith or without meta informations (X-OTRS-*)

    SOAP

    REST/JSON

    Internal modules

    Conclusion

    http://goforward/http://find/http://goback/
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    Conclusion

    OTRS is much more than a random web application

    Outline

    http://find/
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    Outline

    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    Ticket life cycle

    http://find/
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    Ticket life cycle

    Common request

    1. Customerinput2. Queueassignment

    3. Agentprocess the request

    http://find/
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    the Agent

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    the Agent

    Agent has

    1. Subscribed to one or moreQueue

    2. Some advanced privilege (Group and Role)

    a Queue

    http://find/
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    a Queue

    Queue can have

    1. some email templates

    2. a specific email address

    3. its own signature

    4. sub-Queue

    Also

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    OTRS offerts

    1. a well desgined tool to do the jobSimple enough for new comers

    2. alot of action can be automatede.g: All request from @foobar.com to the same agent

    Conclusion

    http://find/
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    OTRS is

    powerful and can deal with all the common Helpdeskconfiguration

    Outline

    http://find/
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    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    deeper integration

    http://find/
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    g

    Advanced configuration (1/4)

    1. Alotof advanced settings are available2. Dynamics Fields

    3. Template tweaking

    deeper integration (2/4)

    http://find/
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    OTRS Framework allow to do more or less anything

    1. Filter some ticket based on criteria2. Collect information from another software

    3. etc

    deeper integration (3/4)

    http://find/
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    Not to forget

    1. SMIME and GnuPG support

    2. define your own signature / language / template /etc

    3. basic Service and SLA support at this stage

    deeper integration (4/4)

    http://find/
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    Addons

    1. OTRS Corp repository: only available for OTRScustomers

    2. OPAR repository: OTRS Package Archive more than 50

    public packages already available

    Documentation and API reference to write addons isavailable.

    Addons can be harmfulAn Addon changes the DB structure and existing files.

    Conclusion

    http://find/
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    OTRS offers various ways to address very specific needs

    ITSM

    http://find/
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    6 certified processes (Pink Elephant)

    Incident Management

    Request Fulfillment

    Problem Management

    Knowledge Management

    Service Asset and Configuration Management

    Change Management

    ITSM

    http://find/
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    Outline

    http://find/
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    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    http://goforward/http://find/http://goback/
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    OTRS::ITSM SLA

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    based on ITIL incident lifecycle

    Advanced SLA:various time spans

    up to 99 different calendars

    Response Time: reaction time with incidents Update Time: notification time

    Solution Time: time elapsed until incidents areresolved or delivery time for service requests

    Min. Time Between Incidents

    OTRS::ITSM import computer informations (2/4)

    http://find/
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    FusionInventory Integration

    Runs on most the Operating SystemWindows, MacOSX, Linux, Solaris, AIX, BSD, HP-UX, etc

    Simple deployment with predefined configuration files

    OTRS::ITSM import computer informations (3/4)

    http://find/
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    FusionInventory Integration

    REST/JSON communication

    OTRS acts as a FusionInventory server Import software, network, computer CIs

    OTRS::ITSM import computer informations (4/4)

    http://find/http://goback/
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    FusionInventory Integration

    In developement since december

    Mostly ready, beta open to OTRS Customers

    Will be freely available in the futureFor now, only for OTRS Customers

    Conclusion

    http://find/
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    OTRS

    has an ITIL compliant CMDB can act as a FusionInventory server to collect

    information from the assets

    Outline

    http://find/
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    Help Desk?

    System requirements

    The Help Desk solution

    Request processing

    Deeper integration

    Service Asset and Configuration Management (ITSM)

    Change Management (ITSM)

    ITSM: Change Management (1/5)

    http://find/
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    A lot of small changes

    A common SI change requires action from different team,sometime in different departement, country or company.

    ITSM: Change Management (2/5)

    http://find/
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    Various level of acknowledgement

    Each step has to be validatedby the related manager.

    ITSM: Change Management (3/5)

    http://find/
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    Getting things done in time

    The planning matters a lot.

    ITSM: Change Management (4/5)

    http://find/
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    ExampleIT Changes: new Help Desk software

    A new server must be deployed(heat, outlet, power, etc)

    A OS must be installed Documenation needs to be validated

    Software has to be configured

    DNS configuration changes must be operated in time

    Service has to be monitored

    Help Desk people need to get ready

    ...

    ITSM: Change Management (5/5)

    http://find/
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    Drive you infrastructure changes with OTRS

    understand impact, cost, benefit and risk of proposedchanges

    Keep in touch with the teams in a global strategyReduce the background noise, give only the information

    that matters Split operation as work orders

    CMDB: Identify affected CI

    Follow step by step what has been done

    Schedule the actions Statistic

    Changes Within a Defined Period, Changes by Category,Rejected Changes, ...

    Conclusion

    http://find/
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    OTRS Change Management will help to

    understand impact and cost of changes

    secure your incoming SI changes

    improve communication between team

    ...

    http://find/
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    Question?

    Thanks

    http://find/
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    Thanks!

    OTRS team

    http://find/