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Plan Szkolenia

Helpdesk Sovereignty

  • Why cloud helpdesks expose customer conversations and metadata.
  • Zammad architecture: Rails, PostgreSQL, Redis, and Elasticsearch.
  • Comparison with osTicket, Request Tracker, and OTRS.

Installation and Configuration

  • Package installation on Debian/Ubuntu or Docker Compose.
  • Database setup, migrations, and initial admin creation.
  • Elasticsearch integration for full-text search.
  • SMTP, IMAP, and Microsoft 365 channel configuration.

Ticket Management

  • Creating and merging tickets from multiple channels.
  • Statuses, priorities, types, and tags.
  • Macros, templates, and canned responses.
  • Internal notes and customer-visible article control.

Workflows and Automation

  • Trigger-based automation for routing and notifications.
  • Scheduled jobs for escalation and cleanup.
  • SLA definitions with calendar-aware targets.
  • Overviews and custom ticket filters.

User and Organization Management

  • Agents, customers, and organization hierarchies.
  • Role-based permissions and group assignment.
  • LDAP and SAML authentication.
  • Customer portal and self-service registration.

Knowledge Base and Reporting

  • Creating internal and public knowledge base articles.
  • Ticket volume, response time, and satisfaction dashboards.
  • Custom report generation and CSV export.
  • Time accounting and billing integration.

Integration and Maintenance

  • Webhook notifications for external systems.
  • API for custom integrations and mobile apps.
  • Backup and restore of database and attachments.
  • Upgrade procedures and plugin management.

Wymagania

  • Intermediate Linux and web application administration.
  • Understanding of customer support workflows and SLA concepts.
  • Familiarity with PostgreSQL and Ruby on Rails basics.

Audience

  • Support managers replacing Zendesk, Freshdesk, or ServiceNow.
  • Organizations needing on-premise ticket and customer data custody.
  • Open-source advocates building transparent support operations.
 14 godzin

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