Best practice

Tip of the month

Here you will find our monthly tips to improve your OTRS, i-doit, SNAG-View and NeDi configuration. If you need support in setting up your systems or need special adaptations, then simply contact us at +49 441 390 10 10 40 or send us an e-mail, we will be happy to advise you.

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[((OTRS)) Community Edition] System Maintenance

If configuration changes are made in ((OTRS)) Community Edition, the system may not behave "normally" for a short time. To inform other ((OTRS)) Community Edition agents that a change is being imported into the system, a system maintenance can be entered. To do this, select System Maintenance in the admin area and plan a new system maintenance:

Figure 1: Schedule system maintenance

Besides the comment, the start and end point times, two further text fields are configured. On the one hand the "Login message", whose content is displayed in the ((OTRS)) Community Edition login mask, if the corresponding checkbox is activated. This way the agents are already informed before logging in:

Figure 2: ((OTRS)) Community Edition Login during a maintenance interval

On the other hand, the "hint text", the content of which appears in the agent interface. Users are constantly informed that the system is currently being worked on:

Figure 3: Infobars with maintenance information text

Customers cannot log into the customer portal during a maintenance interval. The logon message also appears there.

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[((OTRS)) Community Edition] Process Management

Process management is a good way of reflecting and executing recurring activities in a structured manner. Process management can be used for smaller operations, such as for creating a new user, or for larger and more extensive work, such as system modifications or changes. It is thus a very flexible tool that helps users handle all kinds of tasks. Dynamic fields let you attach additional metadata to a ticket.

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[i-doit] Validation of fields

i-doit has a validation option for manual input. For example, you can enforce the completion of specific fields in a category, or require the use of a certain pattern. You can additionally specify that values must be assigned once only within a category. Validation helps users to comply with a minimum level of the documentation requirements.

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[i-doit] Übersichtlichkeit im CMDB Explorer herstellen

CMDB Explorer is your first port of call when it comes to taking a bird's eye view; starting from the selected object, all relationships to other objects are displayed. But it can of course happen that not all information listed there is of interested, and you need a more limited view. i-doit offers you the option of masking object types, relationships, etc. which you do not need with profiles and filters and storing a profile to help you do so.

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