11.2. Customer user backend
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It is also possible to edit all this customer information via the Customers link in the Agent interface. | It is also possible to edit all this customer information via the Customers link in the Agent interface. | ||
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=== Customer with multiple IDs (Company tickets) === | === Customer with multiple IDs (Company tickets) === | ||
Revision as of 20:40, 22 April 2011
You can use two types of customer backends, DB and LDAP. If you already have another customer backend (e.g. SAP), it is of course possible to write a module that uses it.
Contents |
Database (Default)
| Example 11-1 shows the configuration of a DB customer backend, which uses customer data stored in the OTRS database. |
Example 11.1. Configuring a DB customer backend
# CustomerUser (customer database backend and settings)
$Self->{CustomerUser} = {
Name => 'Database Datasource',
Module => 'Kernel::System::CustomerUser::DB',
Params => {
# if you want to use an external database, add the required settings
# DSN => 'DBI:odbc:yourdsn',
# DSN => 'DBI:mysql:database=customerdb;host=customerdbhost',
# User => '',
# Password => '',
Table => 'customer_user',
},
# customer unique id
CustomerKey => 'login',
# customer #
CustomerID => 'customer_id',
CustomerValid => 'valid_id',
CustomerUserListFields => ['first_name', 'last_name', 'email'],
CustomerUserSearchFields => ['login', 'last_name', 'customer_id'],
CustomerUserSearchPrefix => '',
CustomerUserSearchSuffix => '*',
CustomerUserSearchListLimit => 250,
CustomerUserPostMasterSearchFields => ['email'],
CustomerUserNameFields => ['salutation','first_name','last_name'],
CustomerUserEmailUniqCheck => 1,
# # show not own tickets in customer panel, CompanyTickets
# CustomerUserExcludePrimaryCustomerID => 0,
# # generate auto logins
# AutoLoginCreation => 0,
# AutoLoginCreationPrefix => 'auto',
# # admin can change customer preferences
# AdminSetPreferences => 1,
# # cache time to live in sec. - cache any database queries
# CacheTTL => 0,
# # just a read only source
# ReadOnly => 1,
Map => [
# note: Login, Email and CustomerID needed!
# var, frontend, storage, shown (1=always,2=lite), required, storage-type, http-link, readonly, http-link-target
[ 'UserTitle', 'Title', 'title', 1, 0, 'var', '', 0 ],
[ 'UserFirstname', 'Firstname', 'first_name', 1, 1, 'var', '', 0 ],
[ 'UserLastname', 'Lastname', 'last_name', 1, 1, 'var', '', 0 ],
[ 'UserLogin', 'Username', 'login', 1, 1, 'var', '', 0 ],
[ 'UserPassword', 'Password', 'pw', 0, 0, 'var', '', 0 ],
[ 'UserEmail', 'Email', 'email', 1, 1, 'var', '', 0 ],
# [ 'UserEmail', 'Email', 'email', 1, 1, 'var', '$Env{"CGIHandle"}?Action=AgentTicketCompose&ResponseID=1&TicketID=$Data{"TicketID"}&ArticleID=$Data{"ArticleID"}', 0 ],
[ 'UserCustomerID', 'CustomerID', 'customer_id', 0, 1, 'var', '', 0 ],
# [ 'UserCustomerIDs', 'CustomerIDs', 'customer_ids', 1, 0, 'var', '', 0 ],
[ 'UserPhone', 'Phone', 'phone', 1, 0, 'var', '', 0 ],
[ 'UserFax', 'Fax', 'fax', 1, 0, 'var', '', 0 ],
[ 'UserMobile', 'Mobile', 'mobile', 1, 0, 'var', '', 0 ],
[ 'UserStreet', 'Street', 'street', 1, 0, 'var', '', 0 ],
[ 'UserZip', 'Zip', 'zip', 1, 0, 'var', '', 0 ],
[ 'UserCity', 'City', 'city', 1, 0, 'var', '', 0 ],
[ 'UserCountry', 'Country', 'country', 1, 0, 'var', '', 0 ],
[ 'UserComment', 'Comment', 'comments', 1, 0, 'var', '', 0 ],
[ 'ValidID', 'Valid', 'valid_id', 0, 1, 'int', '', 0 ],
],
# default selections
Selections => {
UserTitle => {
'Mr.' => 'Mr.',
'Mrs.' => 'Mrs.',
},
},
};
|
If you want to customize the customer data, change the column's headers or add new ones to the customer_user table in the OTRS database. As an example, Script 11.2 shows how to add a new field for room number.
linux:~# mysql -p Enter password: Welcome to the MySQL monitor. Commands end with ; or \g. Your MySQL connection id is 116 to server version: 5.0.18-Debian_7-log Type 'help;' or '\h' for help. Type '\c' to clear the buffer. mysql> use otrs; Reading table information for completion of table and column names You can turn off this feature to get a quicker startup with -A Database changed mysql> ALTER TABLE customer_user ADD room VARCHAR (250); Query OK, 1 rows affected (0.01 sec) Records: 1 Duplicates: 0 Warnings: 0 mysql> quit Bye linux:~# |
| Script 11.2. Adding a room field to the customer_user table. |
Now add the new column to the MAP array in Kernel/Config.pm, as shown in Script 11.3.
# var, frontend, storage, shown (1=always,2=lite), required, storage-type, http-link, readonly
[...]
[ 'UserRoom', 'Room', 'room', 0, 1, 'var', '', 0 ],
|
| Script 11.3. Adding a room field to the Kernel/Config.pm file. |
It is also possible to edit all this customer information via the Customers link in the Agent interface.
Customer with multiple IDs (Company tickets)
It is possible to assign more than one customer ID to a customer. This can be useful if a customer must access tickets of other customers, e.g. a supervisor wants to watch the tickets of his assistants. If a customer can access the tickets of another customer, the company ticket feature of OTRS is used. Company tickets can be accessed via the "Company Tickets" link in the customer panel.
To use company tickets, a new column with the IDs that should be accessible for a customer, has to be added to the customer_user table in the OTRS database (see Script 11.4 below).
linux:~# mysql -p Enter password: Welcome to the MySQL monitor. Commands end with ; or \g. Your MySQL connection id is 124 to server version: 5.0.18-Debian_7-log Type 'help;' or '\h' for help. Type '\c' to clear the buffer. mysql> use otrs; Reading table information for completion of table and column names You can turn off this feature to get a quicker startup with -A Database changed mysql> ALTER TABLE customer_user ADD customer_ids VARCHAR (250); Query OK, 1 rows affected (0.02 sec) Records: 1 Duplicates: 0 Warnings: 0 mysql> quit Bye linux:~# |
| Script 11.4. Adding a customer_ids field to the customer_user table. |
Now the new column has to be added to the MAP array in Kernel/Config.pm, as shown in Script 11.5.
# var, frontend, storage, shown (1=always,2=lite), required, storage-type, http-link, readonly
[...]
[ 'UserCustomerIDs', 'CustomerIDs', 'customer_ids', 1, 0, 'var', '', 0 ],
|
| Script 11.5. Adding a UserCustomerIDs field to the Kernel/Config.pm file. |
Now, the new column for the multiple customer IDs can be edited via the Agent interface, in the section for the customer management.
To ensure that one customer can access the tickets of other customers, add the IDs of these other users into the new field for the multiple customer IDs. Each ID has to be separated by a semicolon (see Example 11-2 below).
| Example 11.2. Using company tickets with a DB backend |
|
The customers A, B and C exist in your system, and A wants to have access to the tickets of B and C via the customer panel. B and C should have no access to the tickets of other users. To realize this setup, change the customer_user table and the mapping in Kernel/Config.pm as described above. Then load the settings for customer A via the Customers link in the Agent interface or via the Admin page. If the settings are displayed, add into the field for CustomerIDs the values "B;C;". |
