Here are the refined updates to my strategy:
In order to ensure consistent replication across various systems such as testing, staging, and production using Ansible or similar tools, I’ve made progress in importing roles, organizations, and workflows utilizing the Zammad API with my humble Python skills through zammad.py, as well as employing the official import function or the Rails console.
One notable challenge I encountered was documented in this post: Import Organizations: IDs do not start with ID 2 when imported using CSV . It required ensuring that the organization import process doesn’t encounter any 504 errors.
To overcome this challenge, I opted to divide the import file into four separate files. This approach guarantees consistency in Organization IDs across different systems—be it staging or production—ensuring smooth transitioning for the subsequent step of utilizing static CSV files to import users consistently with identical properties.
Noteworthy adjustments in the strategy include:
- Transitioning from a one-group-per-school group to a one-per-district group.
- Instead of relying on triggers to ensure that tickets are directed to the appropriate group, I’ve implemented a solution using core workflows. This involves having a workflow to conceal all groups initially, followed by individual workflows for each organization to reveal and designate the relevant group. This approach also resolves the occasional scenario where a customer is affiliated with multiple organizations.
Moving forward, the next phase involves updating user roles and organizations once all components are in place.