Request Tracker

22
Request Tracker IT Partners Conference Oliver Thomas 19 April 2005

description

Request Tracker. IT Partners Conference Oliver Thomas 19 April 2005. Overview. What is RT? A Case Study RT on help.mit.edu What’s next?. Part 1: What is RT?. Request Tracker is one of several open source trouble ticket systems Feature rich and highly customizable - PowerPoint PPT Presentation

Transcript of Request Tracker

Page 1: Request Tracker

Request Tracker

IT Partners ConferenceOliver Thomas19 April 2005

Page 2: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Overview1. What is RT?2. A Case Study3. RT on help.mit.edu4. What’s next?

Page 3: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Part 1: What is RT?• Request Tracker is one of several

open source trouble ticket systems• Feature rich and highly customizable• Active open source developer and

user community• In use at many universities and

companies

Page 4: Request Tracker

[email protected]

IT Partners Conference19 April 2005

What is RT?• Several instances of RT in use at MIT• For an open source tool highly

scalable and database independent*• Commercial support and custom

development available• Several add-on components

– RTFM, a simple knowledge base– RTIR, an incident response system

Page 5: Request Tracker

[email protected]

IT Partners Conference19 April 2005

What is RT?• Some unexpected feature gaps

– Customer management and meta data– Lack of integrated reporting– No workflow management system*

• Not highly optimized; large instances require tuning

• Limitations of a web interface compared to a thick client

Page 6: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Part 2: A Case Study• Matlab license

renewal requests processed via RT

• Successful example of (partial) process automation

• Almost entirely done through user-side scrip(t)ing

Page 7: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Matlab Workflow• Pre-processing

1. Client fills out a web form for Matlab and Tool Boxes

2. Server script parses e-mail & generates license file to pass to RT

3. RT creates ticket and using scrips and templates populates custom fields including license file and PLP fields

4. RT also creates a “refers to” link based on requisition number to SAPweb

5. Ticket is kept in “internal” queue not visible to customer

Page 8: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Matlab Workflow• Verification (manual)

– VSLS staff verify req and order– Windows license/PLP generated at Mathworks if

necessary– Same for license for older version

• Order delivery– VSLS staff change subject from "order" to "license”– Move the ticket to the “Completed”– Triggers RT to send out custom e-mail with license

info– “Completed” queue is accessible to customers

Page 9: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Matlab Workflow• Post-processing

– Using saved search, generate an Excel spreadsheet containing critical data for SAP uploads

– A few manual steps to clean up extra fields and add SAP-related tags

– Submit spreadsheet for upload to SAP to release requisitions

– Using the update multiple tickets feature, annotate tickets

– After confirmation that file was successfully uploaded close ticket and update history

Page 10: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Part 3: RT on help.mit.edu• Developed extensive additions to RT

3.2 to make RT more useful in a mixed phone and email environment

• Additions to customizations, per-queue options, and diverse “queue space”

• Additions to RTFM• Many mods incorporated into RT 3.4

Page 11: Request Tracker

[email protected]

IT Partners Conference19 April 2005

MIT RT Screen Shots• Home Page• Search Builder• Search Results

(Queue Listing)• Ticket Display• Side-by-side Display• Ticket Reply/Comment• Queue Configuration• Queue Configuration

(Custom Fields)• User Configuration

Page 12: Request Tracker

[email protected]

IT Partners Conference19 April 2005

MIT RT Home Page

Page 13: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Search Builder

Page 14: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Search Results / Queue Listing

Page 15: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Ticket Display

Page 16: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Side-by-side Ticket Display

Page 17: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Ticket Reply / Comment Screen

Page 18: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Queue Configuration

Page 19: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Queue ConfigurationCustom Fields

Page 20: Request Tracker

[email protected]

IT Partners Conference19 April 2005

User Configuration

Page 21: Request Tracker

[email protected]

IT Partners Conference19 April 2005

What’s Next?• MIT RT queue administrator and

developer workshops• Richer and better integrated

documentation and training• Casetracker migrations for current

Casetracker users• Better and integrated reporting• An internal knowledge base

Page 22: Request Tracker

[email protected]

IT Partners Conference19 April 2005

Request Tracker• MIT RT Project

Notebook:web.mit.edu/tooltime

• Contact information:[email protected]

• Best Practical Solutions:www.bestpractical.com

• Other ticket tracking tools:web.mit.edu/tooltime/others

The End.