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e83b00674f
Adds documentation as to the function of "E-Mail Check Interval" and its interaction with a crontab.
57 lines
3.7 KiB
ReStructuredText
57 lines
3.7 KiB
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Configuration
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=============
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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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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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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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You will need to create a support queue, and associated login/host values, in the Django admin interface, in order for mail to be picked-up from the mail server and placed in the tickets table of your database. The values in the settings file alone, will not create the necessary values to trigger the get_email function.
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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 Days' 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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8. If you wish to use SOCKS4/5 proxy with Helpdesk Queue email operations, install PySocks manually. Please note that mixing both SOCKS and non-SOCKS email sources for different queues is only supported under Python 2; on Python 3, SOCKS proxy support is all-or-nothing: either all queue email sources must use SOCKS or none may use it. If you need this functionality on Python 3 please `let us know <https://github.com/django-helpdesk/django-helpdesk/issues/new>`_.
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You're now up and running! Happy ticketing.
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Queue settings via admin interface
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----------------------------------
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E-Mail Check Interval
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^^^^^^^^^^^^^^^^^^^^^
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This setting does not trigger e-mail collection, it merely throttles it. In order to trigger e-mail collection you must run a crontab to trigger ``manage.py get_email``. The setting in *E-Mail Check Interval* prevents your crontab from running the e-mail trigger more often than the interval set.
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For example, setting *E-Mail Check Interval* to ``5`` will limit the collection of e-mail to once every five minutes, even if your crontab is firing every five seconds. If your cron job is set to fire once every hour, then e-mail will only be collected once every hour.
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The cron job triggers the collection of e-mail, *E-Mail Check Interval* restricts how often the trigger is effective.
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To remove this limit, set *E-Mail Check Interval* to ``0``.
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