https://docs.itflow.org/ 2026-04-19T14:41:19+00:00 https://docs.itflow.org/ https://docs.itflow.org/_media/wiki:dokuwiki.svg text/html 2025-07-29T20:38:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/aad_sso?rev=1753821498&do=diff Client Portal - Azure AD SSO If any of your clients use Azure AD (Entra ID) as an IdP, you can utilize this for authentication to the ITFlow portal. This means one less password for users to remember! Create an App Registration in Azure * Sign into the text/html 2025-06-07T14:58:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/ai_llm_policy?rev=1749308305&do=diff Use of generative artificial intelligence / large language models We strongly discourage contributions to ITFlow generated solely by artificial intelligence (AI) and large languages models (LLM). This includes, but is not limited to, tools such as ChatGPT, Copilot and Gemini. text/html 2025-01-27T20:21:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/ai?rev=1738009266&do=diff AI Integration Configuration ITFlow integrates with three AI platforms, providing on-the-fly “Reword” and “Ticket Summary” functionality in your tickets. To use the AI features, simply enable it by navigating to Admin > Settings > AI. There are 3 AI APIs you can use: text/html 2026-04-11T21:49:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/api?rev=1775944142&do=diff API Use ITFlow's API to work with ITFlow in scripts third-party applications. The current version of the ITFlow API is v1. It can be accessed at itflow.example.com/api/v1/{module}/{function}.php Generating an API Key * Login and navigate to the text/html 2024-08-29T22:07:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/assets?rev=1724969226&do=diff Assets Manage your client's laptops, servers and networking gear with the assets module. The following information can be recorded for each asset: * Name * Type (Desktop/Laptop/Server/Mobile, etc) * Make/Manufacturer * Model * Serial Number text/html 2025-07-28T20:19:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/backups?rev=1753733958&do=diff Backups As ITFlow will hold essential data about you and your clients, it is essential that you take (and test) regular nightly backups, in addition to on-demand backups before & after performing updates. Summary: 1. You should regularly back up the text/html 2024-09-14T23:15:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/built_with?rev=1726355749&do=diff Built With Standing on the shoulders of giants Backend / PHP libs * PHP * MariaDB * PHPMailer * HTML Purifier * PHP Mime Mail Parser * Zap Calendar CSS * Bootstrap * AdminLTE * fontawesome JS Libraries * chart.js * moments.js text/html 2024-10-17T16:47:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/certificates?rev=1729183678&do=diff Certificates Keep track of all your clients TLS (SSL) certificates automatically with the certificate tracker. The following information can be recorded for each certificate: * Name * Domain * Issued by * Expires * Public Key * Related domain text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/clients?rev=1724962439&do=diff Clients Each customer that you provide IT services for is considered to be a client within ITFlow. This is the first order of business in creating and populating your clients into your ITFlow installation. Instructions in creating your first client record text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/code_standards?rev=1724962439&do=diff Code Standards We're trying to standardize the code for ITFlow to make it cleaner and easier to understand/contribute to. We see this as an ongoing, iterative process. Variable Naming * Javascript - camelCase * PHP - under_score separator all lowercase text/html 2025-09-22T23:09:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/config_php?rev=1758582589&do=diff Config.php Basic configuration settings for ITFlow exist in config.php. This file is automatically generated during setup. You may need to tweak these values occasionally. MariaDB Database details * $dbhost - Database host (generally localhost, but doesn't have to be) text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/contacts?rev=1724962439&do=diff Contacts Each of your customer have different key stakeholders that you may correspond with during the course of business. These stakeholders are considered Contacts within the ITFlow system. When a Contact within a Client record submits a ticket via email into your ITFlow system, the ticket is automatically assigned to the relevant Client based on the email contact of the Contact. text/html 2026-02-19T09:10:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/contribute?rev=1771492221&do=diff Contributing to ITFlow If you are able to make a contribution that would make ITFlow better for everyone, please do! You can contribute to ITFlow in a few ways: * Update documentation by selecting the pencil icon on the right-side of a page * Report bugs (on the Forum) text/html 2025-12-07T02:41:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/cron?rev=1765075284&do=diff Cron ITFlow includes PHP scripts designed to run automatically via Cron, ensuring background tasks execute without user interacton. We strongly recommend configuring Cron. Script purposes All Cron scripts are now in the /cron/ directory. There are several different cron scripts, each with a particular purpose: text/html 2025-06-07T16:01:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/doc_standards?rev=1749312095&do=diff Documentation Standards We'd like to maintain a consistent look and feel for this documentation at docs.itflow.org. If you choose to contribute to our documentation, please try to follow these guidelines: * Page titles and main headings should start with a level 1 headline, e.g. text/html 2025-05-23T20:04:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/documents?rev=1748030676&do=diff Documents is where you can enter textual documentation of your client. The information you can enter in each document is as follows: * Name - This is the name of the document (ie. Patch panel layout) * Text box - You can enter the document data within. There are various formatting options such as Heading, Bold, Italic, Font Colours, Bulleting, Alignment and Tables text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/dokuwiki?rev=1724962439&do=diff DokuWiki wiki:dokuwiki DokuWiki is a simple to use and highly versatile Open Source wiki software that doesn't require a database. It is loved by users for its clean and readable syntax. The ease of maintenance, backup and integration makes it an administrator's favorite. Built in text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/domains?rev=1724962439&do=diff Domains Keep track of what your client domains are, where they're hosted & when they're due to expire. Domain Fields * Name * Registrar / Webhost (link vendors) * Expiry date Domain Features * Automatically detects and adds the associated SSL certificate, if one exists text/html 2026-01-09T07:16:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/email_config?rev=1767942975&do=diff Outbound Email Configuration ITFlow must be configured with your mail server settings to send outbound emails for things such as ticket notifications and invoices. Configure at Settings > Mail: * SMTP Host * SMTP Port * Encryption * SMTP Username / Password text/html 2025-05-08T20:04:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/expenses?rev=1746734660&do=diff Expenses Quickly and easily track your expenses Expense Fields (*Required) * Date * Amount * Account * Vendor * Description * Reference * Category * Client * Receipt (Upload) text/html 2024-09-21T12:44:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/fail2ban?rev=1726922686&do=diff Hardening ITFlow with Fail2Ban To help prevent brute force login attempts, ITFlow automatically blocks IP addresses that fail 15 login attempts in 10 minutes. This only applies to logins to the technician portal, but not the API or the Client Portal text/html 2025-11-18T14:15:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/faq?rev=1763475326&do=diff FAQ Q: Do you offer hosting for ITFlow? A: You must currently host ITFlow yourself, but we are very close to providing hosting as a service. Q: Where/How to request features? A: The forum Q: Where/How to get product support? A: The forum is the place for all queries. Sponsors may access text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/files?rev=1724962439&do=diff ITFlow allows you to upload files (e.g. PDFs, images, etc) text/html 2024-11-02T10:40:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/gathering_logs?rev=1730544058&do=diff Troubleshooting & Gathering Logs If you're having issues with ITFlow, please reach out on the Forum - in addition to the main developers, we have active community members that can help solve your problem. When raising an issue in the Forum, select the tag 'Support' unless you're certain the issue is a bug. text/html 2025-12-06T18:25:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/installation_apt?rev=1765045558&do=diff Installation - Local via apt Security * Whilst we are confident in the safety of the code, no system is risk-free. Nearly all software has bugs. Use your best judgement before storing highly confidential information in ITFlow. * Need to report a security issue? Check the text/html 2025-07-07T12:52:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/installation_docker?rev=1751892757&do=diff Installation - Docker GitHub Link - <https://github.com/itflow-org/itflow-docker> Important: * We don't officially support Docker and are limited in our ability to assist. The Docker file/image was created, and is primarily maintained by the ITFlow community. * We are looking for contributors to help maintain the Docker edition - see text/html 2025-12-06T18:38:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/installation_hestiacp?rev=1765046282&do=diff Security * Whilst we are confident in the safety of the code, no system is risk-free. Nearly all software has bugs. Use your best judgement before storing highly confidential information in ITFlow. * Need to report a security issue? Check the security policy. text/html 2025-11-08T20:00:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/installation_script?rev=1762632007&do=diff Installation via Script (Recommended Method) Security * Whilst we are confident in the safety of the code, no system is risk-free. Nearly all software has bugs. Use your best judgement before storing highly confidential information in ITFlow. * text/html 2025-11-18T14:11:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/installation?rev=1763475102&do=diff Requirements * Debian Linux with root shell access (SSH) * Some packages: Apache, MariaDB, PHP, etc * Familiarity with the Linux shell * A little patience and willingness to troubleshoot when things go wrong Choose your Installation Method ITFlow is written in PHP and works best on Apache with MariaDB as the back-end database. We recommend running ITFlow on Debian using the installation script. text/html 2025-05-20T20:37:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/invoices?rev=1747773468&do=diff Invoices Quickly and easily invoice customers & track payments Invoice Fields * Client * Date * Category * Scope * Item/Product * Description * Quantity * Price * Tax * Notes Features * Recurring invoices * Email invoice details to client text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/passwords?rev=1724962439&do=diff Credentials/Passwords ITFlow allows you to store asset/URL credentials Credential Fields * Name/Desc * Username (encrypted in database) * Password (encrypted in database) * OTP * URL * Related vendor/asset/software * Notes How logins are protected text/html 2025-01-26T19:52:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/payments?rev=1737921167&do=diff Payments Review all of your client's payments towards invoices in one place. The following information is recorded for each payment: * Payment Date * Invoice Date * Invoice id/ref * Client * Amount * Payment method (cash/cheque/Stripe) text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/products?rev=1724962439&do=diff Products Track your products for consistent pricing and quicker quote/invoice generation. Product Fields * Name * Category * Description * Price * Tax text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/quotes?rev=1724962439&do=diff Quotes Quickly generate & send quotes to your clients. Quote Fields * Client * Date * Category * Scope * Item/Product * Description * Quantity * Price * Tax * Notes Features * Email quote details to client * Client can approve/decline quote using a guest link text/html 2025-02-05T15:39:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/roles?rev=1738769945&do=diff User Roles and Permissions Internal ITFlow users are assigned roles to manage their permissions. Roles for client contact users may come later, but are currently restricted to Primary Contact or being tagged as a Tech/Accounting contact. Historically ITFlow was built with 3 roles: Technician, Accountant and Admin. Over time, we found that this wasn't flexible enough so we've slowly added the ability to edit these roles and create your own. text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/services?rev=1724962439&do=diff Services The Services module provides the ability to tie together multiple pieces of information in ITFlow. A Service may be something like a client's Active Directory infrastructure or a Web App they use. Service Information The following information can currently be recorded/related for each service: text/html 2025-06-07T15:19:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/sidebar?rev=1749309569&do=diff Installation @rocket.svg * Installation * Installation (script) * Manual Installation (apt) * Installation (HestiaCP) Configuration @cog.svg * Portal SSO * Backups * Config.php * Cron * Email Configuration * Email to Ticket * AI * Updates * Roles Client Management @account-group.svg * Assets * Certificates * Clients * Contacts * Documents * Domains * Files * Licenses * Networks * Credentials * Services * Shared Links * Tickets * Vendors … text/html 2025-06-07T15:52:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/start?rev=1749311522&do=diff ITFlow: Docs A free ITGlue / Hudu alternative, for small MSPs. About · Forum · Report Bug · Request Feature · Services · Security ---------- Welcome to the official ITFlow Docs! * START HERE * We hope you're able to find the information you need, however these docs will always be a work in progress. If you need assistance, create a post on the text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/syntax?rev=1724962439&do=diff Formatting Syntax DokuWiki supports some simple markup language, which tries to make the datafiles to be as readable as possible. This page contains all possible syntax you may use when editing the pages. Simply have a look at the source of this page by pressing text/html 2026-03-20T12:49:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/tags?rev=1774010984&do=diff Tags Tags to be associated with client which will help you to easily take decision when needed and also will be useful for the campaign emails which will allow you send an campaign by client tags. Please access Tags section <https://itflow.yourdomain.com/tags.php> * add the text you need for each company: text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/telemetry?rev=1724962439&do=diff Telemetry By choosing to enable telemetry (Data Collection), you provide us with valuable insights to help us prioritize and enhance our development efforts. Information gathered * Name of your company * Installation ID (see config.php) * Location details: City, State, and Country text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/terminology?rev=1724962439&do=diff Terminology Here's a list of common UI terms and their usage. For Red Hat product terminology and documentation standards, see Red Hat's supplementary style guide for Red Hat product documentation. Add: (v.) Use to describe adding an existing item to an existing list, group, view, or other container element. text/html 2026-02-09T15:59:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/ticket_email_parse?rev=1770652781&do=diff Email ticketing Clients can create/update tickets via e-mail. 1. Install PHP extensions: (These will be installed if you installed via script method) * php-imap * php-mailparse 2. Configure at Settings > Mail: * IMAP Host * IMAP Port * text/html 2024-08-29T23:18:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/tickets?rev=1724973500&do=diff Tickets Tickets allow you to easily track issues and service requests from your clients. Views There are currently two main views for tickets on the agent side * All tickets (from all clients) * Client-specific tickets - accessed via a client's view/page text/html 2025-07-08T22:54:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/updates?rev=1752015290&do=diff Updates * New features, bug fixes and security patches are regularly released - it's important to stay up-to-date * It's important to take regular (e.g. nightly) backups of your ITFlow instance; you should not attempt to run updates without a current backup text/html 2024-08-29T20:13:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.itflow.org/welcome?rev=1724962439&do=diff Welcome to your new DokuWiki Congratulations, your wiki is now up and running. Here are a few more tips to get you started. Enjoy your work with DokuWiki, -- the developers Create your first pages Your wiki needs to have a start page. As long as it doesn't exist, this link will be red: