Before You Begin
Make sure you have completed the installation and have:- ITSM-NG installed and accessible via web browser
- Default admin credentials ready (username:
itsm, password:itsm) - A web server (Apache/Nginx) running
- Database configured and connected
First Login
Explore the Dashboard
After login, you’ll see the main dashboard with:Ticket Overview
View open, assigned, and pending tickets
Asset Summary
Quick stats on computers, phones, and network equipment
Recent Activity
Latest changes and updates in the system
Quick Actions
Create tickets, add assets, and manage users
Create Your First Ticket
Fill in ticket details
Enter the following information:Required Fields:
- Title: Brief description (e.g., “Printer not working”)
- Description: Detailed explanation of the issue
- Type: Select
IncidentorRequest - Urgency: How urgent (1=Very low to 5=Very high)
- Impact: Business impact (1=Very low to 5=Very high)
- Category: Select appropriate category (Hardware, Software, etc.)
- Location: Where the issue is occurring
- Assigned to: Technician or group responsible
- Requester: User reporting the issue
Priority is automatically calculated based on Urgency × Impact using a configurable matrix.
Add attachments (optional)
You can attach files by clicking Add document at the bottom of the form:
- Screenshots
- Error logs
- Related documents
Managing Your Ticket
Once created, you can perform various actions:Update Ticket Status
Change status
In the ticket form, select a new Status:
- New (1) - Just created
- Processing (assigned) (2) - Being worked on
- Processing (planned) (3) - Scheduled for work
- Pending (4) - Awaiting response
- Solved (5) - Issue resolved
- Closed (6) - Ticket closed
Add a Followup
Document progress or add comments:- Scroll to the Followups section
- Click Add a new followup
- Enter your comment or update
- Choose visibility (Public or Private)
- Click Add
Add a Solution
When the issue is resolved:- Click Add a solution in the ticket
- Select Solution type (e.g., Fixed, Unable to reproduce)
- Describe the Solution in detail
- Click Add
Quick Tips
Assign tickets to yourself
Assign tickets to yourself
Click Take in the ticket toolbar to quickly assign the ticket to yourself.
Use keyboard shortcuts
Use keyboard shortcuts
Ctrl + Alt + T- Create new ticketCtrl + S- Save current formEsc- Cancel operation
Enable email notifications
Enable email notifications
Go to Setup → Notifications to configure email alerts for ticket updates.
Create ticket templates
Create ticket templates
Set up templates for common ticket types in Setup → Dropdowns → Ticket templates.
Next Steps
Now that you’ve created your first ticket, explore more features:Asset Management
Add and manage IT assets like computers, phones, and network equipment
User Management
Create users, assign profiles, and manage permissions
Configure Entities
Set up organizational structure with entities
Explore API
Integrate ITSM-NG with external systems using the REST API
Common First-Time Tasks
Create Additional Users
Fill in user details
- Name: Login username
- Surname: Last name
- First name: First name
- Email: User’s email address
- Password: Set initial password
Add Your First Computer
Enter details
Fill in:
- Name: Computer name
- Serial number: Hardware serial
- Location: Physical location
- User: Assigned user
- Status: In use, In stock, etc.
For automatic inventory, install the GLPI Agent on client machines.
Getting Help
If you need assistance:- 📖 Browse the User Guide for detailed instructions
- 🔧 Check Administration for system configuration
- 💬 Join the ITSM-NG Community
- 🐛 Report issues on GitHub
Best Practices
Regular Backups
Set up automated database and file backups immediately
Change Default Credentials
Update all default passwords and remove unused accounts
Configure Email
Set up email notifications for important events
Plan Your Structure
Design entity hierarchy and categories before adding data