Questions/issues about OTRS 2.2.6

Hi, all, I have just installed OTRS 2.2.6 and did some configurations/customization with it. Few issues/questions I have with OTRS: -How to create customer automatically through the email ticket? I've searched the mail archive and the closest one I can found is: http://www.mail-archive.com/otrs@otrs.org/msg03045.html And it seems the function isn't implemented in 2.2 yet since when I click on "Zoom" (not AgentZoom....) it doesn't give you the option. And if I click on "Customer", it only sets the ticket's customer's ID, not adding a new customer into the database. Any ways to automatically extract the information of the email ticket and create the customer in the database? -Address book contains only customer's info? It looks like the address book doesn't contain any agents' info. How can I CC/BCC info to a particular agent using address book? -Any detail documentations about GenericAgent/SysConfig configuration and OTRS variables? Where to find more documentations? Is there any more documentations about GenericAgent/SysConfig? Specially SysConfig, it looks like you can customize your OTRS install pretty easily through it, no need to modify the source code. Also, a lot of OTRS related variables are in SysConfig (like OTRS_USERLOGIN/OTRS_USERFIRSTNAME, etc), where I can find a complete list of all the OTRS predefined variables? Thanks in advance, Poe

Hi Poe,
Hi, all,
I have just installed OTRS 2.2.6 and did some configurations/customization with it.
Few issues/questions I have with OTRS:
-How to create customer automatically through the email ticket?
When you are creating a ticket manually, you can click the link customer in the new ticket (Phone/Email) screen. You will then receive a pop up, which is basically the admin section for the customer, after adding the new customer, you can then use the newly created customer data immediately in your new ticket.
I've searched the mail archive and the closest one I can found is: http://www.mail-archive.com/otrs@otrs.org/msg03045.html
And it seems the function isn't implemented in 2.2 yet since when I click on "Zoom" (not AgentZoom....) it doesn't give you the option. And if I click on "Customer", it only sets the ticket's customer's ID, not adding a new customer into the database. Any ways to automatically extract the information of the email ticket and create the customer in the database?
This is not available at this time.
-Address book contains only customer's info? It looks like the address book doesn't contain any agents' info. How can I CC/BCC info to a particular agent using address book?
You can either add a second customer backend source which includes your system_user table as a reference. Search in the Defaults.pm for # CustomerUser # (customer user database backend and settings) $Self->{CustomerUser} = { Name => 'Database Backend', Module => 'Kernel::System::CustomerUser::DB', Params => { # if you want to use an external database, add the # required settings # DSN => 'DBI:odbc:yourdsn', # DSN => 'DBI:mysql:database=customerdb;host=customerdbhost', # User => '', # Password => '', Table => 'customer_user', [..] Copy this all the way to [...] # default selections Selections => { # UserSalutation => { # 'Mr.' => 'Mr.', # 'Mrs.' => 'Mrs.', # }, }, }; $Self->{CustomerUser} = { this entry must be incrementally set so $Self->{CustomerUser1} = { [..] then $Self->{CustomerUser2} = { Then you set the connection settings to use your system_user table to reference your agents. They will then appear in the address book :)
-Any detail documentations about GenericAgent/SysConfig configuration and OTRS variables? Where to find more documentations?
Is there any more documentations about GenericAgent/SysConfig? Specially SysConfig, it looks like you can customize your OTRS install pretty easily through it, no need to modify the source code. Also, a lot of OTRS related variables are in SysConfig (like OTRS_USERLOGIN/OTRS_USERFIRSTNAME, etc), where I can find a complete list of all the OTRS predefined variables?
Variables used, depends on where you want to use them in the system. Please have a look http://dev.otrs.org/ -- Shawn Beasley ((otrs)) :: OTRS AG :: Norsk-Data-Straße 1 :: 61352 Bad Homburg Fon: +49 (0) 9421 56818 0 :: Fax: +49 (0) 9421 56818 18 http://www.otrs.com/ :: Communication with success! Geschäftssitz: Bad Homburg Amtsgericht Bad Homburg, HRB 10751 Steuernummer: 003/240/97521 Aufsichtsratsvorsitzender: Burchard Steinbild Vorstandsvorsitzender: André Mindermann
participants (2)
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Poe Chen
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Shawn Beasley