Support:TicketSystemCustomerGuide: Difference between revisions

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==Indroduction==
==Indroduction==
Customer with valid support license have access to all their tickets via the Open-Xchange ticket system (OTRS).
Customers with valid support license have access to all their tickets via the Open-Xchange ticket system (OTRS). The ticket system provides additional features for communication between you and Open-xchange, but it is not meant as a full substitution of email conversation. Hence you still have to start new incident requests via email like described at
The ticket system provides additional features for communication between you and Open-xchange, but it is not
 
meant as a full substitution of email conversation. Hence you have still to start new incident requests via email
http://knowledgebase.open-xchange.com/support/contact-support-bug-reporting/contact-support/english.html
by adding the license key. This user guide gives an overview about the usage and benefits using this interface.
 
This user guide gives an overview about the usage and benefits using this interface.


==Preliminary==
==Preliminary==
First you have to know the login name of your Open-Xchange LDB account where you registered the support license key you are
First you have to know the login name of your Open-Xchange LDB account where you registered the support license key you are using for your requests. If you do not own or activate a valid support key (not maintenance), you don't have access rights to the ticket system. If in doubt, please check via our license portal for a valid license key with '-SUP-' pattern:
using for your requests. If you do not own or activate a valid support key (not maintenance), you don't have access rights
to the ticket system. If in doubt, please check via our license portal for a valid license key with '-SaaS-' or '-SUP-'
pattern:


   Open-Xchange License Portal URL: https://ldb.open-xchange.com
   Open-Xchange License Portal URL: https://ldb.open-xchange.com


Please check the used email address of your LDB account via 'Edit your data' inside the license portal, it was used for your
Please check the used email address of your LDB account via 'Edit your data' inside the license portal, it was used for your ticket system account provisioning and is now disconnected to the LDB settings. Your ticket system and LDB passwords are also disconnected and you have to use the password recovery of the ticket system to set the initial password. If you observe a wrong or improper email address in your LDB settings, please contact the Open-Xchange Support so we can use the address of your choice for the ticket system. In case you have created a new LDB account, the ticket system account will be provisioned within 24 hours automatically.
ticket system account provisioning and is now disconnected to the LDB settings. Your ticket system and LDB passwords are also
disconnected and you have to use the password recovery of the ticket system to set the initial password. If you observe a wrong
or improper email address in your LDB settings, please contact the Open-Xchange support so we can use the address of your choice
for the ticket system. In case you have created a new LDB account, the ticket system account will be provisioned within 24 hours
automatically.


==How to get Access?==
==How to get access?==
The very first time you have to use the password recovery (Forgot password?) with the LDB account name of the following link,
The very first time you have to use the password recovery (Forgot password?) with the LDB account name of the following link, further steps are described within an email, you will get to the address explain inside the preliminary section:
further steps are described within an email, you will get to the address explain inside the preliminary section:


   Password Reset URL: https://otrs.open-xchange.com/otrs/customer.pl#Reset
   Password Reset URL: https://otrs.open-xchange.com/otrs/customer.pl#Reset
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==Ticket System Overview==
==Ticket System Overview==
After login you will enter the overview page 'My Tickets', this view is sadly misleading because it will list only invalid tickets.
After login you will enter the overview page 'My Tickets', this view is sadly misleading because it will list only invalid tickets.


[[File:SupportTicketSystemCustomerGuide-OverviewDefault.png]]
[[File:SupportTicketSystemCustomerGuide-OverviewDefault.png]]


'''Important: You have to switch to 'Tickets' --> 'Company tickets' to get the list for valid tickets.'''
'''Important: You have to switch to 'Tickets' --> 'Company tickets' to get the list for valid tickets.'''


[[File:SupportTicketSystemCustomerGuide-OverviewCompany.png]]
[[File:SupportTicketSystemCustomerGuide-OverviewCompany.png]]


'''Overview Top Bar'''
'''Overview Top Bar'''
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==Usage==
==Usage==
You will get a direct link by an auto reply after your initial reporting email, hence it should be very easy to navigate to the ticket you are looking for.
You will get a direct link by an auto reply after your initial reporting email, hence it should be very easy to navigate to the ticket you are looking for.


[[File:SupportTicketSystemCustomerGuide-AutoReplyEmailExample.png]]
[[File:SupportTicketSystemCustomerGuide-AutoReplyEmailExample.png]]


 
Once you open the ticket detail view, you will get an overview of important details about ticket number, current state and priority within a small box at upper right of the window. Also you will find a reply button at the bottom left on the page.
Once you opens the ticket detail view, you will get an overview of important details about ticket number, current state and priority within a small box at upper right of the window. Also you will find a reply button at the bottom left on the page.
 


[[File:SupportTicketSystemCustomerGuide-TicketDetailView.png]]
[[File:SupportTicketSystemCustomerGuide-TicketDetailView.png]]


By clicking on 'Reply' you are able to give us additional details, add attachments up to 1GB size or close the ticket by your self.
By clicking on 'Reply' you are able to give us additional details, add attachments up to 1GB size or close the ticket by your self.


[[File:SupportTicketSystemCustomerGuide-ReplyWindow.png]]
[[File:SupportTicketSystemCustomerGuide-ReplyWindow.png]]


==Privacy Data Policy==
==Privacy Data Policy==
According to German law, companies are forced to handle any (log) files from customers which contain data
According to German law, companies are forced to handle any (log) files from customers which contain data related to a third person or has any privacy protection in a special way. Even so they have to be deleted once they aren't used any more. To fulfil this requirement, customers and support agents have to keep the readable ticket communication, in form of email/article body, subject or attachment names, free from any privacy data. This can be every thing from names, email addresses, screen-shots, logs files and even credentials to system accounts. This privacy data only has to be handed over in form of attachments which was common practice before. Transfer channels for privacy data are attachments via the ticket system, attachment in encrypted emails or provided by protected download links. How to send encrypted emails via PGP is described [[http://sdb.open-xchange.com/node/59|here]].
related to a third person or has any privacy protection in special way. Even so they have to be deleted
once they aren't used any more. To fulfill this requirement, customers and support agents have to keep the
readable ticket communication, in form of email/article body, subject or attachment names, free from any
privacy data. This can be every thing from names, email addresses, screen-shots, logs files and even
credentials to system accounts. This privacy data only has to be hand over in form of attachments which was
common practice before. Transfer channels for privacy data are attachments via the ticket system, attachment
in encrypted emails or provided by projected download links.


Access to privacy data is mandatory up to three months after a ticket goes into 'closed' state.
Being able to proceed working on a Incident which has been reopened by a customer access to privacy data is mandatory up to three months after a ticket goes into 'closed' state. This time frame is mandatory and gives the customer time for detailed tests. In case of reopening an incident within these three months all information is still available and needs not to be recollected by customers and end users.
The closed state represents from Open-Xchange point of view that an issue has been solved without
customer verification, the customer has the right to reopen tickets in this period. Hence there
is a strong need for keeping integrity of ticket data hand over by the customer until it is ensured
not escalation or even contract penalties take place.


Open-Xchange introduced a weekly deletion process, the deletion work on ticket attachments and on
Open-Xchange introduced a weekly deletion process, the deletion work on ticket attachments and on raw email files which are affected by attachments. The automatic deletion of all ticket attachments takes place weekly at Sunday and affects all tickets which are in a 'closed' state since 90 days.
raw email files which are affected by attachments. The automatic deletion of privacy data takes place weekly at
Sunday and affects tickets which are since 90 days in a 'closed' state. This deletion process checks and handles
the hole ticket stock, regardless on queues or if they are proceeded before.

Revision as of 11:43, 17 October 2014

Ticket System User Guide for Customers

Indroduction

Customers with valid support license have access to all their tickets via the Open-Xchange ticket system (OTRS). The ticket system provides additional features for communication between you and Open-xchange, but it is not meant as a full substitution of email conversation. Hence you still have to start new incident requests via email like described at

http://knowledgebase.open-xchange.com/support/contact-support-bug-reporting/contact-support/english.html

This user guide gives an overview about the usage and benefits using this interface.

Preliminary

First you have to know the login name of your Open-Xchange LDB account where you registered the support license key you are using for your requests. If you do not own or activate a valid support key (not maintenance), you don't have access rights to the ticket system. If in doubt, please check via our license portal for a valid license key with '-SUP-' pattern:

 Open-Xchange License Portal URL: https://ldb.open-xchange.com

Please check the used email address of your LDB account via 'Edit your data' inside the license portal, it was used for your ticket system account provisioning and is now disconnected to the LDB settings. Your ticket system and LDB passwords are also disconnected and you have to use the password recovery of the ticket system to set the initial password. If you observe a wrong or improper email address in your LDB settings, please contact the Open-Xchange Support so we can use the address of your choice for the ticket system. In case you have created a new LDB account, the ticket system account will be provisioned within 24 hours automatically.

How to get access?

The very first time you have to use the password recovery (Forgot password?) with the LDB account name of the following link, further steps are described within an email, you will get to the address explain inside the preliminary section:

 Password Reset URL: https://otrs.open-xchange.com/otrs/customer.pl#Reset
 Login URL: https://otrs.open-xchange.com/otrs/customer.pl

Ticket System Overview

After login you will enter the overview page 'My Tickets', this view is sadly misleading because it will list only invalid tickets.

SupportTicketSystemCustomerGuide-OverviewDefault.png

Important: You have to switch to 'Tickets' --> 'Company tickets' to get the list for valid tickets.

SupportTicketSystemCustomerGuide-OverviewCompany.png

Overview Top Bar

 Tickets
   My Tickets --> Default view with invalid only tickets
   Company tickets --> Relevant company view with valid tickets
   Search --> Ticket Search
 Preferences --> Password change, language settings, PGP keys, etc ..

Usage

You will get a direct link by an auto reply after your initial reporting email, hence it should be very easy to navigate to the ticket you are looking for.

SupportTicketSystemCustomerGuide-AutoReplyEmailExample.png

Once you open the ticket detail view, you will get an overview of important details about ticket number, current state and priority within a small box at upper right of the window. Also you will find a reply button at the bottom left on the page.

SupportTicketSystemCustomerGuide-TicketDetailView.png

By clicking on 'Reply' you are able to give us additional details, add attachments up to 1GB size or close the ticket by your self.

SupportTicketSystemCustomerGuide-ReplyWindow.png

Privacy Data Policy

According to German law, companies are forced to handle any (log) files from customers which contain data related to a third person or has any privacy protection in a special way. Even so they have to be deleted once they aren't used any more. To fulfil this requirement, customers and support agents have to keep the readable ticket communication, in form of email/article body, subject or attachment names, free from any privacy data. This can be every thing from names, email addresses, screen-shots, logs files and even credentials to system accounts. This privacy data only has to be handed over in form of attachments which was common practice before. Transfer channels for privacy data are attachments via the ticket system, attachment in encrypted emails or provided by protected download links. How to send encrypted emails via PGP is described [[1]].

Being able to proceed working on a Incident which has been reopened by a customer access to privacy data is mandatory up to three months after a ticket goes into 'closed' state. This time frame is mandatory and gives the customer time for detailed tests. In case of reopening an incident within these three months all information is still available and needs not to be recollected by customers and end users.

Open-Xchange introduced a weekly deletion process, the deletion work on ticket attachments and on raw email files which are affected by attachments. The automatic deletion of all ticket attachments takes place weekly at Sunday and affects all tickets which are in a 'closed' state since 90 days.