django-helpdeskmig/README
Ross Poulton 3f8fc2cd68 * Added force_insert and force_update parameters to model save() overrides (as per Django rev 8670)
* Added 'UserSettings' model to provide a user profile system independent of existing Django user profiles, for two reasons:  1) Avoids users having to update settings.py and 2) Allows jutda-helpdesk to integrate with websites who already use a User Profile
* Settings added in this revision allow a user to control e-mail alerts, and to determine whether they see the dashboard or ticket list at login.
* New 'Settings' link in page footer for signed-in users
* Logout now takes you to the Helpdesk homepage
* Fixed file attachment bug in management/commands/get_email.py which seemed to have been un-done (fixes issue # 4.

Jutda-helpdesk is now compatible with Django 1.0!
2008-09-09 08:32:01 +00:00

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Jutda Helpdesk - A Django powered ticket tracker for small enterprise.
(c) Copyright 2008 Jutda. All Rights Reserved. See LICENSE for details.
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0. Table of Contents
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1. Licensing
2. Dependencies (pre-flight checklist)
3. Installation
4. Initial Configuration
5. API Usage
6. Thank You
#########################
1. Licensing
#########################
See the file 'LICENSE' for licensing terms. Note that jQuery and nicEdit
are both distributed with this product, and have their own licenses. See
LICENSE.JQUERY and LICENSE.NICEDIT for their respective license terms.
#########################
2. Dependencies (pre-flight checklist)
#########################
1. Python 2.3+
2. Django (1.0 alpha 1 or newer, or an SVN checkout after 7941).
3. An existing WORKING Django project with database etc. If you
cannot log into the Admin, you won't get this product working.
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3. Installation
#########################
1. Place 'helpdesk' in your Python path. I use /var/django, others may use
/usr/lib/python2.3/site-packages/ or a similar path.
2. In your projects' settings.py file, add these lines to the INSTALLED_APPS
setting:
'helpdesk',
'django.contrib.admin',
3. In your projects' urls.py file, add this line:
(r'helpdesk/', include('helpdesk.urls')),
You can substitute 'helpdesk/' for something else, eg 'support/' or even ''.
4. Ensure the admin line is un-hashed in urls.py:
# Uncomment this for admin:
from django.contrib import admin
admin.autodiscover()
(r'^admin/(.*)', admin.site.root),
If you use helpdesk at the top of your domain (at /), ensure the admin
line comes BEFORE the helpdesk line.
5. In your project directory (NOT the helpdesk directory) run
./manage.py syncdb
to create database tables
6. 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
This application assumes all helpdesk media will be accessible at
http://MEDIA_PATH/helpdesk/
7. 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.
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4. Initial Configuration
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1. Visit http://yoursite/admin/ and add a Helpdesk Queue. If you wish,
enter your POP3 or IMAP server details.
IMPORTANT NOTE: Any tickets created via POP3 or IMAP mailboxes will DELETE
the original e-mail from the mail server.
2. Visit http://yoursite/helpdesk/ (or other path as defined in your urls.py)
3. If you wish to automatically create tickets from the contents of an e-mail
inbox, set up a cronjob to run scripts/get_email.py on a regular basis.
Don't forget to set the relevant Django environment variables in your
crontab:
*/5 * * * * /path/to/helpdesksite/manage.py get_email
This will run the e-mail import every 5 minutes
IMPORTANT NOTE: Any tickets created via POP3 or IMAP mailboxes will DELETE
the original e-mail from the mail server.
4. If you wish to automatically escalate tickets based on their age, set up
a cronjob to run scripts/escalate_tickets.py on a regular basis:
0 * * * * /path/to/helpdesksite/manage.py escalate_tickets.py
This will run the escalation process hourly, using the 'Escalation Hours'
setting for each queue to determine which tickets to escalate.
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
scripts/create_escalation_exclusions.py on a regular basis:
0 0 * * 0 /path/to/helpdesksite/manage.py create_escalation_exclusions.py --days saturday,sunday --verbose
This will, on a weekly basis, create exclusions for the coming weekend.
You're now up and running!
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5. API Usage
#########################
Jutda Helpdesk includes an API accessible via HTTP POST requests, allowing
you to create and alter tickets from 3rd party software and systems.
For usage instructions and command syntax, see the file
templates/helpdesk/api_help.html, or visit http://helpdesk/api/help/.
#########################
6. Thank You
#########################
While this started as a project to suit my own needs, since publishing the
code a number of people have made some fantastic improvements and provided
bug fixes and updates as the Django codebase has moved on and caused small
portions of this application to break.
To these people, my sincere thanks:
David Clymer <http://djangopeople.net/vezult/>
Chris Etcp
Nikolay Panov