Practice
In the first part, the theoretical and preparatory part for the commissioning of the system was described. In the second part I will describe the internal configuration of the system for its commissioning. Everything was done by trial and error, so the order of the settings will be different for each.
1. Setting up synchronization with AD and authentication methods
System settings are concentrated in the "Settings" tab. We are interested in the item “Authentication - LDAP directories”. At the moment, work with the system is provided exclusively from the internal network of the company. Almost all the settings made can be immediately checked using the “test” tab.
Specify the server name, address, port and prescribe the search base, fill in the remaining fields and press the "test" button. In case of successful passing of the test, we can proceed further.
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2. Tuning receivers
Now we should add a box for receiving user requests. Create an email like help@mycompamy.com and look for the tab "receivers" in the settings. Add new mail, specify the server and connection settings. In the action tab, we will see the button “receive requests now” - this is relevant if the task in crontask-e is frozen.
3. Automatic tasks
“Settings - automatic tasks” tab. By default, a lot of "garbage" is added to the system, we read the description of the task - we set the execution time or disable it if not needed.
There is an important point: the tasks are performed in turn, and if one task is stalled or has not finished yet, the other will not start. So I had with the receipt of applications.
Solution: on the server in Krontake, we prescribe the compulsory launch of the necessary tasks at the set time. These tasks will be executed regardless of the processes taking place.
4. Adding Organizations
Tab ("administration - organization"). Create an organization (in my case it is one, but you can also add subsidiaries). Specify all the data. We are especially interested in the “support” tab. Application template for now, leave the "default".
Calendar: click the plus to the right of the field and get to the calendar management page. We create a new calendar and in the tab “time ranges” we indicate the working time for solving applications. This is also necessary for the correctness of the automatic calculation of the deadline for circulation. Do not forget to specify the weekend (holidays).
Fill in the fields that we consider necessary and save.
5. Profiles
Now we should add profiles for users to work with the system (“administration - profiles”). I use 3 main profiles:
- Profile SU (superuser) - a profile for managing and configuring the system. Profile assigned to only one account. In the profile settings, we specify the “normal” interface type, in the remaining tabs we put all the “daws”, save;
- Technician profile - profile for IT specialists. The interface is plain. Support tab: check everything except the possibility of deleting, cleaning up calls, viewing other people's requests (exclude this item so that the employee does not see the “garbage” and is not confused). Life cycle - check all items. Administration, settings - remove all the "daws" - access to the settings of the employees should not be;
- User profile - user profile. Interface - a simplified form for creating an application at the entrance. Set the checkbox “default profile” - in this case, each new user added will be added to this group. Customize the tabs "Life Cycles" and "Tools."
6. Support groups
We create support groups. Administration tab - groups. In my case, the group is one - support, in the future, with the expansion of the company, the groups will be created in the following directions (support, infrastructure, web, etc.). In terms of settings - everything is individually.
7. Users
We proceed to add users. If the first paragraph was able to successfully establish an LDAP connection, there will be no problems with adding users. Go to the tab "administration - users", select the connection with LDAP - "import new users" and click "search". Select the required users and click add. All added employees will be assigned a “default” profile.
8. The choice of specialists
Open the “administration - users” tab, find IT employees, check “checkboxes”, click “actions - update - default profile” - set the support employee profile.
9. Configuring notifications and jingles
Settings - notifications. In the tab “setting up notifications and notifications by email” we specify the address from which notifications and settings of the mail server will leave, send a test message and save.
Return to the menu - select the tab "notifications". We look at what notifications are relevant for us, we enter them and configure them - we select the recipients and the template. Templates are configured in the tab "notification templates" in the form of HTML.
ConclusionThese actions are enough to put the system into trial operation in a small company. Next, you need to configure the categories of applications, SLA and processing rules.
The link is available a small file with a description of the menus, settings and information on the little things. The document is filled to about 85% (in finalization) and describes the basic settings of the system under the "self".
PSIt is planned to write the 3rd part with a description of the additions to the GLPI system used by me (FusionInventory, Dashboard, etc.). In the meantime, I will be glad to questions and comments.