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Course Outline
Helpdesk Data Sovereignty
- The risks of cloud helpdesks regarding customer conversations and metadata exposure.
- Zammad architecture: Rails, PostgreSQL, Redis, and Elasticsearch.
- Comparison with osTicket, Request Tracker, and OTRS.
Installation and Configuration
- Package installation on Debian/Ubuntu or using Docker Compose.
- Database setup, migrations, and initial admin user creation.
- Elasticsearch integration for full-text search capabilities.
- Configuration of SMTP, IMAP, and Microsoft 365 channels.
Ticket Management
- Creating and merging tickets from multiple channels.
- Managing statuses, priorities, types, and tags.
- Utilizing macros, templates, and canned responses.
- Controlling internal notes versus customer-visible articles.
Workflows and Automation
- Trigger-based automation for routing and notifications.
- Scheduled jobs for escalation and cleanup tasks.
- Defining SLA targets with calendar awareness.
- Creating overviews and custom ticket filters.
User and Organization Management
- Managing agents, customers, and organizational hierarchies.
- Assigning permissions and groups based on roles.
- Configuring LDAP and SAML authentication.
- Setting up the customer portal and self-service registration.
Knowledge Base and Reporting
- Creating internal and public knowledge base articles.
- Viewing dashboards for ticket volume, response time, and satisfaction.
- Generating custom reports and exporting data to CSV.
- Integrating time accounting and billing systems.
Integration and Maintenance
- Configuring webhook notifications for external systems.
- Using the API for custom integrations and mobile applications.
- Backing up and restoring databases and attachments.
- Performing upgrade procedures and managing plugins.
Requirements
- Intermediate knowledge of Linux and web application administration.
- Understanding of customer support workflows and SLA concepts.
- Familiarity with PostgreSQL and basic Ruby on Rails concepts.
Target Audience
- Support managers seeking to replace Zendesk, Freshdesk, or ServiceNow.
- Organizations requiring on-premise custody of ticket and customer data.
- Open-source advocates aiming to build transparent support operations.
14 Hours
Testimonials (2)
Dr. Kelly was great and demonstrated several useful tips. I particularly appreciated how he was willing to field our questions and problem solve on-the-fly.
John - San Manuel Band of Mission Indians
Course - Microsoft SCCM
Luke was very knowledgeable and helpful throughout the training, including answering some questions which were probably more advanced than the course.
