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projeqtor configuration

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(@dzahli)
Posts: 23
Active Member
Topic starter
 
[#5788]

I work as an IT support and for a good reason with the amount of clients walking in and out of our office during working ours is kind of frustrating and for this reason we decided to get a ticket system to reduce the disturbances we get during working hours. We chose to use Projeqtor because my manager find it very convenient and reliable and I should be in charge of the administration of this wonderful ticketing system you created. I have a couple of questions:-

1. how does a user send a ticket. i would be very happy and glad if i get a very detailed description on this since I am but a beginner.

2. is it possible to create two different ticket dashboards. We have two different issues to address at work and we think it would be super nice if it is possible to create multiple ticket dashboards to address different issues separately.

3.how do I set the mailing notification up so users, managers, supervisors etc get notified when a ticket is closed, in pending status etc.

Best regards
Dzahli.


 
Posted : 23 Feb 2019 16H41
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

1. how does a user send a ticket. i would be very happy and glad if i get a very detailed description on this since I am but a beginner.

As of today, there is no "email" entry.
So users should connect to projeqtor, and create new ticket.
For users who will only enter tickets, we have the "Ticket simple" screen, wich is simplified view on tickets.
It is easy for admin to configure profiles so that these users only see this screen.

2. is it possible to create two different ticket dashboards. We have two different issues to address at work and we think it would be super nice if it is possible to create multiple ticket dashboards to address different issues separately.

Yes, easy : just create 2 projects.
Each requestor may be allocated to one only project, and support team to all.

3.how do I set the mailing notification up so users, managers, supervisors etc get notified when a ticket is closed, in pending status etc.

Just configue The "Controls & Automation" > "Mails on Event"


 
Posted : 23 Feb 2019 21H14
(@dzahli)
Posts: 23
Active Member
Topic starter
 

I would like to thank you very much for your swift response concerning my previous questions.
I am an absolute beginner and i would like to know how and where a user can send a simple ticket from

I would also be very glad if you could walk me through the controls and automation window on the mail settings for notifications.

Kind regards
Leonard


 
Posted : 25 Feb 2019 1H55
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

I am an absolute beginner and i would like to know how and where a user can send a simple ticket from

user cannot "sent" a simple ticket, he creates it.
With admin user, define a specific profile (or you can for instance use Guest profile).
Configure access rights so that this profile only sees "ticket simple" screen, and can create tickets.
Then user will connect to project and create tickets through this screen.

I would also be very glad if you could walk me through the controls and automation window on the mail settings for notifications.

Go to the screen and hit F1 : you'll get the online User Manual.


 
Posted : 25 Feb 2019 14H05
(@dzahli)
Posts: 23
Active Member
Topic starter
 

A very big thank you for your efforts and help and I have moved a step forward with your enormous and great help. I have been able to create a couple of users and they login really fine.
My question now is how does a user(project guest) send a ticket when he only has access right to Tickets(simple) window.


 
Posted : 28 Feb 2019 15H45
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

Tivket simple is just a "simplified" view on tickets.
So tickets created through "Ticket Simple" screen are visible on "Ticket" screen.


 
Posted : 04 Mar 2019 20H13
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Hello Babynus, thank you for your help and guide that has brought me a step ahead so far.
Until now I am able to create a user and they are able to log in without any difficulties.
I have another problem which I have been trying to figure out for days now and not being able to get my head around that I thought it was the very best of ideas to contact you.
1. Is there any special setting for me as an administrator to fulfill in order for a project guest to be able to send a ticket from the ticket simple screen?

2.When a user logs in as a guest, he only has access to the ticket simple screen which should allow him to be able to send a ticket but for some reason it does not work for me. So far the project guests I have created cannot send a ticket, how can I fix this? Thank you 🙂


 
Posted : 20 Mar 2019 17H36
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

By default guest has read only access rights.
So you should change acces right so that Guest profile can create and update ticket.

Also, guest, like most other profiles except Admin, can only see and items on projects he is allocated.
So you need to allocate guest users to give there read rights.


 
Posted : 22 Mar 2019 11H47
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Thank you for the helpful guidlines you have been giving so far.

I have one other question concerning faq. Aside a user pressing on F1 which directs one to the manual webpage, is there anything like an FAQ for quick guidance on very minimalistic issues like how to create a ticket etc.Assuming a guest user has no prior knowledge to using projeqtor, are there FAQ to answer some of the very little questions on how to use it.

Thank you and hope to read from you soon.

Kind regards,
Leonard.


 
Posted : 17 Apr 2019 15H20
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

No, there is no such guides.
We plan to make videos / tutorials, but are all very busy...


 
Posted : 19 Apr 2019 17H04
(@dzahli)
Posts: 23
Active Member
Topic starter
 

I have one other question, can projeqtor recieve requests by email?
If yes what do I have to do to achieve that or setup that?
Thank you.


 
Posted : 23 Apr 2019 14H12
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

No.
It is a planned evolution, not done yet.


 
Posted : 23 Apr 2019 14H21
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Ok, and for me I think it will be very ideal to know when you plan to make this new evolution since we plan to use it at work. When do you think it is possible to start?
Thank you.


 
Posted : 23 Apr 2019 16H07
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

It will be done as soon as someone sponsors the evolution.
Otherwise, sponsored evolution having higher priority, it will be done "when we have some time and no higher priority tasks"


 
Posted : 24 Apr 2019 2H11
(@dzahli)
Posts: 23
Active Member
Topic starter
 

hello Admin,

Where does closed tickets go to?

Thank you.


 
Posted : 25 Apr 2019 18H43
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 
Where does closed tickets go to?

Nowhere, they are just hidden.
Check "show idle items" on list to see them 😉


 
Posted : 25 Apr 2019 19H19
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Is it possible to import user data from Active Directory straight to Projeqtor instead of creating a duplicate copy in projeqtor?
Thank you.


 
Posted : 02 May 2019 14H26
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

If you connect your Projeqtor instance to AD through LDAP (see global parameters), all users connectiong through AD will automatically generate corresponding user in Projeqtor.
(this is mandatory as ProjeQtOr will internally manage habilitations)

You can also import data in one shot through import feature (from CSV file).


 
Posted : 03 May 2019 16H43
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Hello and a good day to you. Thank you very much for all your help and support.
I have a problem connection AD to projeqtor using LDAP, is there a spercific way to do that?
I have already entered the host, base, user etc and it is still not working. The LDAP version lies at 3 as well. I hope i can use your support on this one. Thank you.
Kind regards


 
Posted : 08 May 2019 11H49
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Hello, I need help to set up LDAP for projeqtor. At the moment this is what I have been able to do so far and it still does not work.

LDAP base dn : OU=localbusiness,DC=corp,DC=domain,DC=de
LDAP host : ...
LDAP port : 389
LDAP version : 3
LDAP user : CN=username
LDAP password : ***********
LDAP user filter : uid=%USERNAME%

what can I do right to make this work?
Kind regards.


 
Posted : 09 May 2019 16H53
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

For AD, you must use a specific LDAP User filter : sAMAccountName=%USERNAME%


 
Posted : 12 May 2019 3H33
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Hello Admin

Thank you for the previous reply. I changed and applied the filter and projeqtor seemed to connect to AD but fails to log in user and gives an "Invalid login parameters" error but adds information to user lists and ticks comes from LDAP.
In the log file, I get the following error:

2019-05-17 16:57:19.320 ===== TRACE ===== Login error for user 'zcc.instadm'
2019-05-17 16:58:07.183 ===== TRACE ===== authenticate - Filter error : ldap_search returned no result for filter sAMAccountName=zcc.instadm)

What do you think the problem is and how do I fix that?.

Thank you.

Kind regards.


 
Posted : 17 May 2019 19H07
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

I see an extra ) in filter.
Check that you did not enter it on filter definition


 
Posted : 17 May 2019 20H29
(@dzahli)
Posts: 23
Active Member
Topic starter
 

Thank you so much, that has been resolved and now we have all AD users able to connect to Projeqtor.
Is there anyway to keep Projeqtor from losing connection after a page refresh?

Thank you and kind regards.


 
Posted : 21 May 2019 19H13
babynus
(@babynus)
Posts: 14953
Main Contributor Admin
 

Is there anyway to keep Projeqtor from losing connection after a page refresh?

If you call F5 a page refresh, then no : this cleans wookies, including PHP session cookie... so connection is closed.


 
Posted : 21 May 2019 19H28
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