mirror of
https://github.com/django-helpdesk/django-helpdesk.git
synced 2025-08-09 00:04:50 +02:00
Add first round of proper documentation. Mostly taken from the README at this stage.
This commit is contained in:
6
docs/source/api.rst
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6
docs/source/api.rst
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django-helpdesk Ticket API
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==========================
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django-helpdesk includes an API accessible via HTTP POST requests, allowing you to create and alter tickets from 3rd party software and systems.
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For usage instructions and command syntax, see the file templates/helpdesk/api_help.html, or visit http://helpdesk/api/help/.
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216
docs/source/conf.py
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216
docs/source/conf.py
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# -*- coding: utf-8 -*-
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#
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# django-helpdesk documentation build configuration file, created by
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# sphinx-quickstart on Fri Feb 4 00:19:32 2011.
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#
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# This file is execfile()d with the current directory set to its containing dir.
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#
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# Note that not all possible configuration values are present in this
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# autogenerated file.
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#
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# All configuration values have a default; values that are commented out
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# serve to show the default.
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import sys, os
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# If extensions (or modules to document with autodoc) are in another directory,
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# add these directories to sys.path here. If the directory is relative to the
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# documentation root, use os.path.abspath to make it absolute, like shown here.
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#sys.path.insert(0, os.path.abspath('.'))
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# -- General configuration -----------------------------------------------------
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# If your documentation needs a minimal Sphinx version, state it here.
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#needs_sphinx = '1.0'
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# Add any Sphinx extension module names here, as strings. They can be extensions
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# coming with Sphinx (named 'sphinx.ext.*') or your custom ones.
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extensions = []
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# Add any paths that contain templates here, relative to this directory.
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templates_path = ['_templates']
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# The suffix of source filenames.
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source_suffix = '.rst'
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# The encoding of source files.
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#source_encoding = 'utf-8-sig'
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# The master toctree document.
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master_doc = 'index'
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# General information about the project.
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project = u'django-helpdesk'
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copyright = u'2011, Ross Poulton + Contributors'
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# The version info for the project you're documenting, acts as replacement for
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# |version| and |release|, also used in various other places throughout the
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# built documents.
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#
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# The short X.Y version.
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version = '0.1'
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# The full version, including alpha/beta/rc tags.
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release = '0.1'
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# The language for content autogenerated by Sphinx. Refer to documentation
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# for a list of supported languages.
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#language = None
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# There are two options for replacing |today|: either, you set today to some
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# non-false value, then it is used:
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#today = ''
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# Else, today_fmt is used as the format for a strftime call.
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#today_fmt = '%B %d, %Y'
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# List of patterns, relative to source directory, that match files and
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# directories to ignore when looking for source files.
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exclude_patterns = []
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# The reST default role (used for this markup: `text`) to use for all documents.
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#default_role = None
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# If true, '()' will be appended to :func: etc. cross-reference text.
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#add_function_parentheses = True
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# If true, the current module name will be prepended to all description
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# unit titles (such as .. function::).
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#add_module_names = True
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# If true, sectionauthor and moduleauthor directives will be shown in the
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# output. They are ignored by default.
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#show_authors = False
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# The name of the Pygments (syntax highlighting) style to use.
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pygments_style = 'sphinx'
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# A list of ignored prefixes for module index sorting.
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#modindex_common_prefix = []
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# -- Options for HTML output ---------------------------------------------------
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# The theme to use for HTML and HTML Help pages. See the documentation for
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# a list of builtin themes.
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html_theme = 'default'
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# Theme options are theme-specific and customize the look and feel of a theme
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# further. For a list of options available for each theme, see the
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# documentation.
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#html_theme_options = {}
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# Add any paths that contain custom themes here, relative to this directory.
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#html_theme_path = []
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# The name for this set of Sphinx documents. If None, it defaults to
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# "<project> v<release> documentation".
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#html_title = None
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# A shorter title for the navigation bar. Default is the same as html_title.
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#html_short_title = None
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# The name of an image file (relative to this directory) to place at the top
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# of the sidebar.
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#html_logo = None
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# The name of an image file (within the static path) to use as favicon of the
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# docs. This file should be a Windows icon file (.ico) being 16x16 or 32x32
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# pixels large.
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#html_favicon = None
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# Add any paths that contain custom static files (such as style sheets) here,
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# relative to this directory. They are copied after the builtin static files,
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# so a file named "default.css" will overwrite the builtin "default.css".
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html_static_path = ['_static']
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# If not '', a 'Last updated on:' timestamp is inserted at every page bottom,
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# using the given strftime format.
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#html_last_updated_fmt = '%b %d, %Y'
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# If true, SmartyPants will be used to convert quotes and dashes to
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# typographically correct entities.
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#html_use_smartypants = True
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# Custom sidebar templates, maps document names to template names.
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#html_sidebars = {}
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# Additional templates that should be rendered to pages, maps page names to
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# template names.
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#html_additional_pages = {}
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# If false, no module index is generated.
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#html_domain_indices = True
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# If false, no index is generated.
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#html_use_index = True
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# If true, the index is split into individual pages for each letter.
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#html_split_index = False
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# If true, links to the reST sources are added to the pages.
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#html_show_sourcelink = True
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# If true, "Created using Sphinx" is shown in the HTML footer. Default is True.
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#html_show_sphinx = True
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# If true, "(C) Copyright ..." is shown in the HTML footer. Default is True.
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#html_show_copyright = True
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# If true, an OpenSearch description file will be output, and all pages will
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# contain a <link> tag referring to it. The value of this option must be the
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# base URL from which the finished HTML is served.
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#html_use_opensearch = ''
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# This is the file name suffix for HTML files (e.g. ".xhtml").
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#html_file_suffix = None
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# Output file base name for HTML help builder.
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htmlhelp_basename = 'django-helpdeskdoc'
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# -- Options for LaTeX output --------------------------------------------------
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# The paper size ('letter' or 'a4').
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#latex_paper_size = 'letter'
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# The font size ('10pt', '11pt' or '12pt').
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#latex_font_size = '10pt'
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# Grouping the document tree into LaTeX files. List of tuples
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# (source start file, target name, title, author, documentclass [howto/manual]).
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latex_documents = [
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('index', 'django-helpdesk.tex', u'django-helpdesk Documentation',
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u'Ross Poulton + Contributors', 'manual'),
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]
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# The name of an image file (relative to this directory) to place at the top of
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# the title page.
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#latex_logo = None
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# For "manual" documents, if this is true, then toplevel headings are parts,
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# not chapters.
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#latex_use_parts = False
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# If true, show page references after internal links.
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#latex_show_pagerefs = False
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# If true, show URL addresses after external links.
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#latex_show_urls = False
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# Additional stuff for the LaTeX preamble.
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#latex_preamble = ''
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# Documents to append as an appendix to all manuals.
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#latex_appendices = []
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# If false, no module index is generated.
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#latex_domain_indices = True
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# -- Options for manual page output --------------------------------------------
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# One entry per manual page. List of tuples
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# (source start file, name, description, authors, manual section).
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man_pages = [
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('index', 'django-helpdesk', u'django-helpdesk Documentation',
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[u'Ross Poulton + Contributors'], 1)
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]
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42
docs/source/configuration.rst
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docs/source/configuration.rst
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django-helpdesk Configuration
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=============================
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Before django-helpdesk will be much use, you need to do some basic configuration. Most of this is done via the Django admin screens.
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1. Visit ``http://yoursite/admin/`` and add a Helpdesk Queue. If you wish, enter your POP3 or IMAP server details.
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**IMPORTANT NOTE**: Any tickets created via POP3 or IMAP mailboxes will DELETE the original e-mail from the mail server.
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2. Visit ``http://yoursite/helpdesk/`` (or whatever path as defined in your ``urls.py``)
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3. If you wish to automatically create tickets from the contents of an e-mail inbox, set up a cronjob to run the management command on a regular basis.
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Don't forget to set the relevant Django environment variables in your crontab::
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*/5 * * * * /path/to/helpdesksite/manage.py get_email
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This will run the e-mail import every 5 minutes
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**IMPORTANT NOTE**: Any tickets created via POP3 or IMAP mailboxes will DELETE the original e-mail from the mail server.
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4. If you wish to automatically escalate tickets based on their age, set up a cronjob to run the escalation command on a regular basis::
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0 * * * * /path/to/helpdesksite/manage.py escalate_tickets
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This will run the escalation process hourly, using the 'Escalation Hours' setting for each queue to determine which tickets to escalate.
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5. If you wish to exclude some days (eg, weekends) from escalation calculations, enter the dates manually via the Admin, or setup a cronjob to run a management command on a regular basis::
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0 0 * * 0 /path/to/helpdesksite/manage.py create_escalation_exclusions --days saturday,sunday --escalate-verbosely
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This will, on a weekly basis, create exclusions for the coming weekend.
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6. Log in to your Django admin screen, and go to the 'Sites' module. If the site ``example.com`` is listed, click it and update the details so they are relevant for your website.
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7. If you do not send mail directly from your web server (eg, you need to use an SMTP server) then edit your ``settings.py`` file so it contains your mail server details::
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EMAIL_HOST = 'XXXXX'
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EMAIL_HOST_USER = 'YYYYYY@ZZZZ.PPP'
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EMAIL_HOST_PASSWORD = '123456'
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You're now up and running! Happy ticketing.
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10
docs/source/custom_fields.rst
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docs/source/custom_fields.rst
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django-helpdesk custom fields
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=============================
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As of February 2011, django-helpdesk supports custom fields on the ``Ticket`` model. These fields are created by using the Django administration tool, and are shown on both the public and staff submission forms.
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You can use most Django field types including text, integer, boolean, and list.
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The demo at http://demo.jutdahelpdesk.com contains an example of each type of custom field, including a mix of mandatory and optional fields.
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Note that this feature is still in beta - it needs quite a bit of testing and no doubt has bugs!
|
72
docs/source/index.rst
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docs/source/index.rst
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Welcome to django-helpdesk's documentation!
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===========================================
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django-helpdesk is a Django application to manage helpdesk tickets for your internal helpdesk. It was formerly known as Jutda Helpdesk.
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How Does It Look?
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-----------------
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||||
You can see a demo installation at http://demo.jutdahelpdesk.com
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Quick Start
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||||
-----------
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||||
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||||
django-helpdesk is just a Django application with models, views, templates, and some media. If you're comfortable with Django just try ``pip install django-helpdesk``. If not, continue to read the Installation document.
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Key Features
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------------
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django-helpdesk has been designed for small businesses who need to recieve, manage and respond to requests for help from customers. In this context *'customers'* may be external users, or other people within your company.
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* Tickets can be opened vi a email
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* Multiple queues / categories of tickets
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* Integrated FAQ / knowledgebase
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Customer-facing Capabilities
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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||||
Customers (who are not 'staff' users in Django) can:
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1. Browse your knowledgebase / FAQ
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2. Submit support requests via web/email
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3. Review open and closed requests they submitted
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||||
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Staff Capabilities
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||||
~~~~~~~~~~~~~~~~~~~~
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||||
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If a user is a staff member, they get general helpdesk access, including:
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1. See the ticket dashboard showing unassigned tickets and basic status of the helpdesk
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||||
2. Review the tickets assigned to them
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||||
3. Search through all tickets, open and closed
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4. Save their searches for future use
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5. Follow up or respond to tickets
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||||
6. Assign tickets to themselves or other staff members
|
||||
7. Resolve tickets
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||||
|
||||
|
||||
Licensing
|
||||
---------
|
||||
django-helpdesk is released under the BSD license, however it packages 3rd party applications which may be using a different license. See the files LICENSE and LICENSE.3RDPARTY for more details.
|
||||
|
||||
Dependencies
|
||||
------------
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||||
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||||
1. Python 2.4+
|
||||
2. Django (1.2 or newer)
|
||||
3. An existing **working** Django project with database etc. If you cannot log into the Admin, you won't get this product working!
|
||||
|
||||
Contents:
|
||||
---------
|
||||
|
||||
.. toctree::
|
||||
:maxdepth: 2
|
||||
:glob:
|
||||
|
||||
install
|
||||
configuration
|
||||
settings
|
||||
spam
|
||||
custom_fields
|
||||
api
|
||||
|
78
docs/source/install.rst
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docs/source/install.rst
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|
||||
Installation
|
||||
============
|
||||
|
||||
django-helpdesk installation isn't difficult, but it requires you have a bit of existing know-how about Django.
|
||||
|
||||
|
||||
Getting The Code
|
||||
----------------
|
||||
|
||||
Installing using PIP
|
||||
~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Try using ``pip install django-helpdesk``. Go and have a beer to celebrate Python packaging.
|
||||
|
||||
GIT Checkout (Cutting Edge)
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
``git clone git://github.com/rossp/django-helpdesk.git``
|
||||
|
||||
Copy the ``helpdesk`` folder into your ``PYTHONPATH``.
|
||||
|
||||
I just want a .tar.gz!
|
||||
~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
You can download the latest PyPi package from http://pypi.python.org/pypi/django-helpdesk/
|
||||
|
||||
Download, extract, and drop ``helpdesk`` into your ``PYTHONPATH``
|
||||
|
||||
Adding To Your Django Project
|
||||
-----------------------------
|
||||
|
||||
1. Edit your ``settings.py`` file and add ``helpdesk`` to the ``INSTALLED_APPS`` setting. You also need ``django.contrib.admin`` in ``INSTALLED_APPS`` if you haven't already added it. eg::
|
||||
|
||||
INSTALLED_APPS = (
|
||||
'django.contrib.auth',
|
||||
'django.contrib.contenttypes',
|
||||
'django.contrib.sessions',
|
||||
'django.contrib.sites',
|
||||
'django.contrib.admin', # Required for helpdesk admin/maintenance
|
||||
'django.contrib.markup', # Required for text display
|
||||
'helpdesk', # This is new!
|
||||
)
|
||||
|
||||
2. Make sure django-helpdesk is accessible via ``urls.py``. Add the following line to ``urls.py``::
|
||||
|
||||
(r'helpdesk/', include('helpdesk.urls')),
|
||||
|
||||
3. Create the required database tables. I'd suggest using *South*, however the following will work::
|
||||
|
||||
./manage.py syncdb
|
||||
|
||||
4. Inside your ``MEDIA_ROOT`` folder, create a new folder called ``helpdesk`` and copy the contents of ``helpdesk/htdocs`` into it. Alternatively, create a symlink:
|
||||
|
||||
``ln -s /path/to/helpdesk/htdocs /path/to/media/helpdesk``
|
||||
|
||||
5. Inside your ``MEDIA_ROOT`` folder, inside the ``helpdesk`` folder, is a folder called ``attachments``. Ensure your web server software can write to this folder - something like this should do the trick::
|
||||
|
||||
chown www-data:www-data attachments/
|
||||
chmod 700 attachments
|
||||
|
||||
(substitute www-data for the user / group that your web server runs as, eg 'apache' or 'httpd')
|
||||
|
||||
If all else fails ensure all users can write to it:
|
||||
|
||||
``chmod 777 attachments/``
|
||||
|
||||
This is NOT recommended, especially if you're on a shared server.
|
||||
|
||||
6. Ensure that your ``attachments`` folder has directory listings turned off, to ensure users don't download files that they are not specifically linked to from their tickets.
|
||||
|
||||
If you are using Apache, put a ``.htaccess`` file in the ``attachments`` folder with the following content:
|
||||
|
||||
``Options -Indexes``
|
||||
|
||||
You will also have to make sure that ``.htaccess`` files aren't being ignored.
|
||||
|
||||
Ideally, accessing http://MEDIA_URL/helpdesk/attachments/ will give you a 403 access denied error.
|
||||
|
20
docs/source/settings.rst
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20
docs/source/settings.rst
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|
||||
django-helpdesk settings
|
||||
========================
|
||||
|
||||
The following settings can be changed in your ``settings.py`` file to help change the way django-helpdesk operates.
|
||||
|
||||
HELPDESK_DEFAULT_SETTINGS
|
||||
-------------------------
|
||||
|
||||
django-helpdesk has a built in ``UserSettings`` entity with per-use options that they will want to configure themselves. When you create a new user, a set of options is automatically created for them which they can then change themselves.
|
||||
|
||||
If you want to override the default settings for your users, create ``HELPDESK_DEFAULT_SETTINGS`` as a dictionary in ``settings.py``. The default is below::
|
||||
|
||||
HELPDESK_DEFAULT_SETTINGS = {
|
||||
'use_email_as_submitter': True,
|
||||
'email_on_ticket_assign': True,
|
||||
'email_on_ticket_change': True,
|
||||
'login_view_ticketlist': True,
|
||||
'email_on_ticket_apichange': True,
|
||||
'tickets_per_page': 25
|
||||
}
|
31
docs/source/spam.rst
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31
docs/source/spam.rst
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|
||||
django-helpdesk spam filtering
|
||||
==============================
|
||||
|
||||
django-helpdesk includes a copy of ``akismet.py`` by Michael Foord, which lets incoming ticket submissions be automatically checked against either the Akismet or TypePad Anti-Spam services.
|
||||
|
||||
To enable this functionality, sign up for an API key with one of the following services:
|
||||
|
||||
Akismet
|
||||
~~~~~~~
|
||||
|
||||
* Sign up at http://akismet.com/
|
||||
* Save your API key in ``settings.py`` as ``AKISMET_API_KEY``
|
||||
|
||||
**Note**: Akismet is only free for personal use. Paid commercial accounts are available.
|
||||
|
||||
TypePad AntiSpam
|
||||
~~~~~~~~~~~~~~~~
|
||||
* Sign up at http://antispam.typepad.com/
|
||||
* Save your API key in ``settings.py`` as ``TYPEPAD_ANTISPAM_API_KEY``
|
||||
|
||||
This service is free to use, within their terms and conditions.
|
||||
|
||||
If you have either of these settings enabled, the spam filtering will be done automatically. If you have *both* settings configured, TypePad will be used instead of Akismet.
|
||||
|
||||
|
||||
Example
|
||||
~~~~~~~
|
||||
|
||||
A sample configuration in ``settings.py`` may be:
|
||||
|
||||
TYPEPAD_ANTISPAM_API_KEY = 'abc123'
|
Reference in New Issue
Block a user