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Step-By-Step Guide to Installing Helpy Customer Helpdesk on Ubuntu 22.04 LTS

Introduction

Helpy Customer Helpdesk is a customer service solution that helps businesses provide faster customer support and better customer experience. It is open-source software designed to run on Ubuntu, the popular Linux distribution. With Helpy Customer Helpdesk, businesses can create a help desk system in minutes and provide customers with a self-service portal for easy access to their support services. The software also allows businesses to track customer interactions, manage tickets, and automate workflow processes. Installing Helpy Customer Helpdesk on Ubuntu provides businesses with several advantages such as improved customer satisfaction, faster incident response times, and possibly more revenue

Installing Helpy on Ubuntu

Installing Helpy Customer Helpdesk on Ubuntu can be a daunting task for many users. But with the right steps and instructions, it can be done in no time. In this article, we will provide you with all the necessary information to install Helpy Customer Helpdesk on Ubuntu. We will cover topics such as prerequisites, installation process, configuration of the software and more. By following this guide you will be able to get Helpy Customer Helpdesk up and running in no time. So let’s get started!

Requirements

In order to complete this setup successfully, the following is a list of items that may be needed or required:
1) A desktop or laptop with at least a dual-core processor, at least 2GB RAM, and 50GB or more of free space
2) A cloud-hosted VPS or self-hosted virtual machine running Linux Ubuntu server 22.04 LTS
3) Docker and docker-compose
4) An SSH client such as Putty or the terminal app on MacOS
5) Software dependencies: apt-transport-https ca-certificates curl software-properties-common git unzip

Overview

The following are the steps covered in this tutorial:
1) Connect to the Linux Ubuntu server via SSH and update the repository
2) Install system dependencies, docker and docker-compose
3) Use git to download the Helpy project
4) Use docker-compose to build Helpy
5) Access the Helpy dashboard and complete the post-installation setup

Step 1: Connect to the Ubuntu Server via SSH and update the repository.

To start the installation and configuration process for the Helpy Helpdesk system, open your terminal application and run the command below to open an SSH connection to the Ubuntu server:

If you are using a Windows-based device, download and install the Putty SSH client, Open the client, and enter the IP address of the ubuntu server on the Hostname (or ip address) field. Set Port to 22 and click Open. Enter your Ubuntu username and password to gain access. Run the commands below to gain root privileged access and update the system repository.

Step 2: Install system dependencies, docker and docker-compose

The next step is to install the packages: unzip npm apt-transport-https ca-certificates curl software-properties-common git. 

Proceed to add the docker GPG key that allows Ubuntu to verify the docker package and add the docker repository.
Finally, run the commands below to install docker and docker compose
Start docker and set it to start automatically at system reboot.

Step 3: Use git to clone the Helpy project

Git is a powerful version control system that can be used to clone the Helpy project. Developers also use it to track changes in the code, manage multiple versions of the project, and collaborate with other developers. With git, developers can easily clone and update the Helpy project from any remote repository. This makes it easy for them to stay up-to-date with the latest changes in the codebase and quickly get started with development. Use git to download the latest version of the Helpy project from github.com:

When the download process is complete, change your working directory to the helpy directory and rename the helpy config file

Use docker compose to build Helpy
You will see the output shown in the image below

You can also run the command below to view the docker images that have been setup. This command simply returns a list of all available docker images and important information such as Image ID and image size.

Everything is now set up and ready to go. Run the command below to start the Helpy and Nginx images. The -d option instructs docker to start and run the containers as daemons.

To check if all the docker containers are running, run the docker ps command. Look at the State column and each all docker containers should be set to UP. You can now open the Helpy dashboard and complete the post-installation set up.

Step 4: Access the Helpy dashboard and complete the post-installation setup

Open a new browser window and enter the server URL on the address bar i.e http://your-server-ip or http://your-server-domain.com. This will open the Heply welcome page. Click ‘Let’s set up your Helpy’ and this will open the administrator account setup page.

Enter the email address you would like to use for the admin account email, your full name, company/organization name, and password then click Save Changes. This will open the customization page

Enter your Site Name, Site URL, Parent Site (The main website for your company), Parent company ( The name of your main company ) and click Save Settings. On the SMTP configuration page, click Skip for now then click Get Started.

Now that you have full access to the Helpy dashboard the first thing to do is to create a user. Click on the Users option at the top of the page and click Create New User. Select a role for the user,  enter the user email address and name and click Save changes

You can also view the Activity Report on the system and gain some insights. Click Reports at the top of the page to open the Activity reports page. You will see information such as a percentage of resolved tickets and average resolution time. 

You have reached the end of this tutorial. We hope that this tutorial has been informative and we would like to thank you for reading it. You can also visit our Youtube channel for more helpful guides. https://www.youtube.com/@theeverythingtech/videos