Maintenance

Cron

Much of ITFlow happens in the background: sending email, reading the support mailbox, SLA alerts, recurring invoices and tickets, payment reminders, looking up domains and certificates, and backups. A single cron entry on your server runs it all, every minute:

* * * * * php /var/www/itflow/cron/cron.php >/dev/null

Admin > Cron shows whether cron is running - "Cron last checked less than a minute ago" - with the exact line for your server, and every job: its schedule, when it last ran, how long it took, how it went and when it runs next.

Each job's menu has Run Now, Edit Schedule (the time of day for a daily job) and Disable. Turn cron off stops every job at once without touching their schedules - what you want on a restored backup or a test copy, so it doesn't email clients or charge cards.

Backup

Admin > Backup makes a backup now, keeps a schedule, and holds the encryption key backups need.

• Full Backup - the database and everything uploaded. This is the one to keep.
• Database Only - just the database. Much smaller and quicker, but no files or documents.
• Master Key - exports the key to the credential vault, for when every admin's password is lost.

Scheduled Backups & Retention sets the type made each night, how many days to keep them, and the most to keep of each type.

Every backup is an encrypted zip. The Encryption Key shown on the page opens it - write it down and keep it somewhere other than the server. Without it, a backup can't be restored, by anyone.

To restore, use scripts/restore_cli.php on the server, as the page shows. On a brand new install, the setup wizard also has a restore step. Moving to a new server goes through both.

Update

Admin > Update says where your install stands - up to date, an update available, an update running, or the database still to update - with the one button for it. Alongside are this install's version, the branch it updates from, its database version and commit, when it last checked for updates and last updated, and whether cron is running.

The Update Check job looks for updates once a day; Check now looks straight away. When a newer version is waiting, the page shows:

• What's new - each release's notes from the changelog, newest first, with any step of its own under Upgrading. The notes for developers and the commits behind them are folded away.
• What to do first - take a backup, read what's changing, pick a quiet time - and whether any of ITFlow's own files have been changed on this install. Updating puts back the released versions, so those changes would be lost. Your config.php, uploads and custom folders are never touched.

Update ITFlow hands the update to cron, which updates the files and then the database within a minute. The page shows it running and refreshes itself, then says when ITFlow was updated - or, if it stopped, what stopped it. When the database is behind ITFlow's files - after the files were put in place by hand, say - the button is Finish updating.

From the command line has the command to run the same update in a shell, with this server's folder and user filled in. See Updating ITFlow.

An ITFlow managed by another is updated from there, so it has no Update ITFlow button - the page says who updates it, and whether automatically.

Starter content

Admin > Starter Content is a library of defaults for a typical MSP: categories, tags, ticket and project templates, canned responses, vendor templates, document templates, products and services, and license templates. Add whichever packs are useful - on a new install, or one that's been running for years.

Each pack shows how many are in the library, how many you already have, and how many Add would bring in. Add all at the top adds every pack at once.

Adding never overwrites or deletes anything: what you already have under the same name is skipped, so adding twice never makes duplicates. When a newer version of ITFlow brings improved templates, Update the ones you have brings yours up to date.

Pick which

To add only some of a pack, open Pick which under it. It lists what the pack would add - only what you don't have yet - each as it will look: a category or tag with its colour and icon, a product with its price and how it's billed, a template with what it's for.

Everything is ticked to start with. Untick what you don't want, or use All and None. The count under Will be added follows - "75 of 77" - and Add adds only the ones ticked.

Preview shows a template in full before you add it - a ticket template's subject, category, tags, what it says and what it asks for; a document template's fill-ins and the document itself; a product's price and how it's billed.

The Starter content step of Get started has the same packs, with Pick which and Preview.

Request forms come with the ticket templates, turned off - turn each on in its template's Client portal card. Products come priced as starting points: hardware and resold licensing at zero, because they're quoted per deal.

Demo Data removes the sample clients and records from a demo install, ready for your own.

Debug

Admin > Debug checks the install and the server it runs on. It says first what needs putting right - problems, then warnings - each with what it found, what to do and a link to where to do it. When nothing does, it says everything looks good.

Along the top are the version and the database's version (with an update waiting), PHP, when cron last ran, failed email this week, the last backup and errors logged in the last day - each a link to its page. Below them, every check by section:

• ITFlow - the version, the database's version against the one the code expects, and whether updates can run here
• Background jobs - cron running and switched on (with the crontab line when it isn't), jobs that failed in the last day, and jobs switched off
• Mail - sending, email given up on or waiting to be tried again, and when the ticket mailbox was last read
• Backups - the last one, one that failed, and the backup folder
• PHP - the version, the extensions ITFlow needs, and the upload size, memory and time limits
• Web and security - HTTPS and the certificate, the address in ITFlow's emails against the one in use, and HTTPS only
• Files and disk, Server and Errors logged - the uploads folder, free space, the web and database servers, the time zone, and the latest errors

Further down are the database - its tables and size, the biggest tables, and any difference from a fresh install's tables and columns - and the uploads folder by size. Count exactly counts every table's rows, where the page shows the database's own estimate.

Copy for support puts the whole report on your clipboard as plain text, for a forum post or a support email: versions, what needs a look and the size of things, without host names, paths, addresses or keys. The same report is on the page, to read before you post it.

The page still opens when the database is behind the code - which is when you most need it.

Other maintenance pages

• Admin > Mail Queue - every email sent or waiting. See Mail.
• Admin > Text Messages - every text sent and received, once texting is set up. See Text messaging.
• Admin > Audit Logs and App Logs - see Logs.