Difference between revisions of "Tech Support Intern Training Lesson Plan"
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== Tech Support Basics == | == Tech Support Basics == | ||
| + | [[Media:Presentation.pdf]] | ||
| Line 11: | Line 12: | ||
# " " " escalate a ticket | # " " " escalate a ticket | ||
# " " " resolve a ticket/change its status and when | # " " " resolve a ticket/change its status and when | ||
| − | + | # " " " use the dashboards and how this fits in with our workflow | |
| − | + | # Be able to use command line tools including command line args | |
| − | + | # Use and interpet the output of free, du, df and top | |
| − | + | # Be able to mount an external drive | |
| − | + | # " " " ssh into a remote box | |
| − | + | # " " " view and edit files | |
| − | + | # " " " direct command output to a file or another command | |
| − | + | # " " " create and restore network backups using tstools | |
| − | + | # have a basic understanding of the manual equivalent | |
| − | + | # Be able to boot a box into recovery mode and make the hard drive writable | |
| − | + | # Be able to start a net boot | |
| − | + | # Know how to get useful debugging output from a command | |
| − | + | # Identify common logs | |
| − | + | # Have an understanding of the tools that can aid in interpreting them | |
| − | + | # Be able to identify a consistent approach to trouble shooting | |
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| − | + | === Intro -- The First, Second and Third Line Model === | |
| − | + | {| | |
| − | + | ! !! Time !! Total | |
| − | + | |- | |
| − | + | | Intro || 5 mins || 5 | |
| − | + | |- | |
| − | + | | The First, Second and Third Line Model ||5 mins || 10 | |
| − | + | |- | |
| − | + | | | |
| − | + | * What it means in the real world (Verbal Instruction) | |
| − | + | ** 1st Line | |
| − | + | *** support desk, log calls, answer common questions from script, assign to technicians | |
| − | + | ** 2nd Line | |
| − | + | *** solve day to day problems, may do call backs, fix boxes | |
| − | + | ** 3rd Line | |
| − | + | *** Guru's. Solve new problems, train + document, proactively manage potential issues | |
| − | + | * What it means in Free Geek | |
| − | + | ** 1st Line | |
| − | + | *** Answer phones, do intake, create tickets, call people to let them know their machines are ready | |
| − | + | ** 2nd Line | |
| − | + | *** Fix boxes, do callback for problems 1st line techs can't solve. | |
| − | + | ** 3rd Line | |
| − | + | *** Staff | |
| − | + | | | |
| − | + | |} | |
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| + | === RT === | ||
| + | ==== Basic concepts ==== | ||
| + | {| | ||
| + | | | ||
| + | * Ticket | ||
| + | |15 mins | ||
| + | |25 | ||
| + | |- | ||
| + | | | ||
| + | ** Purpose | ||
| + | *** Heart of all TS departments. Enables issues to be tracked over time and people | ||
| + | ** Make a New Ticket (Verbal Instruction) | ||
| + | *** Click on new ticket/http://data.fglan/work_orders/new?mode=ts | ||
| + | ** Subject Format - Name, Summary | ||
| + | ** Important Fields | ||
| + | *** Phone No | ||
| + | *** Box Source, type, ticket type. | ||
| + | ** What to write and when | ||
| + | *** Everything, as soon as it happens, if not before | ||
| + | ** Owning a ticket | ||
| + | *** Important in the outside world | ||
| + | *** Who is working on this | ||
| + | *** Need to take/unown tickets | ||
| + | ** Escalating | ||
| + | ***1->2->3 | ||
| + | *** When? | ||
| + | **** When you don't have the answer | ||
| + | ** When to call | ||
| + | *** Everyday until you speak to someone in person | ||
| + | **** Phone messages get three strikes | ||
| + | ** Conventions and abbreviations | ||
| + | *** Left VM -- Date | ||
| + | *** CNR | ||
| + | *** Avoid Jargon | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | * Comments vs Replies | ||
| + | | 2.5 mins | ||
| + | | | ||
| + | |- | ||
| + | ** Comments are internal | ||
| + | ** Replies go to user | ||
| + | *** Sopmetimes need to change requestor | ||
| + | *** Be careful with subject lines | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** Workflow | ||
| + | | 2.5 mins | ||
| + | | 27.5 | ||
| + | |- | ||
| + | | | ||
| + | ** New -> Open (->contact)->pending->resolved | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** Status | ||
| + | | 5 mins | ||
| + | | 32.5 | ||
| + | |- | ||
| + | | | ||
| + | ** New | ||
| + | *** untouched | ||
| + | **** be careful not to change status if you add notes | ||
| + | ** Open | ||
| + | *** actively being worked on | ||
| + | ** Contact | ||
| + | *** custom status | ||
| + | *** ready for pickup | ||
| + | ** Stalled | ||
| + | ** Pending | ||
| + | *** boxes waiting to be picked up | ||
| + | *** FG use is atypical (normally more like contact/stalled in regular Tech Support) | ||
| + | ** Resolved | ||
| + | ** EXERCISE: | ||
| + | ** Create Ticket | ||
| + | *** Students to create 1 ticket in Sandbox Queue | ||
| + | **** My name is... | ||
| + | ** Comment on ticket | ||
| + | *** Comment on ticket of person to left | ||
| + | ** Resolved ticket of person to right | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** Custom Fields etc | ||
| + | | 2.5 mins | ||
| + | | 40 | ||
| + | |- | ||
| + | | | ||
| + | ** Basic | ||
| + | *** name etc | ||
| + | *** Status | ||
| + | *** fields specific to Free Geek | ||
| + | ** Links | ||
| + | *** refers to/by | ||
| + | *** merge | ||
| + | **** can not undo | ||
| + | *** depends on | ||
| + | *** parent/child | ||
| + | ** People | ||
| + | *** requestor | ||
| + | *** cc | ||
| + | *** owner | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** Dashboards| 2.5 mins | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** Line 1 | ||
| + | *** lists phone calls and messages, boxes ready for pickup | ||
| + | ** Line 2 | ||
| + | *** Boxes on the bench, new and open | ||
| + | **** Always work in chronological order | ||
| + | ***** follow list* | ||
| + | ** Line 3 | ||
| + | *** For staff | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | ===Working on the command line=== | ||
| + | ====Basic Commands==== | ||
| + | {| | ||
| + | | | ||
| + | * Commands | ||
| + | | 5 mins | ||
| + | | 45 | ||
| + | |- | ||
| + | | | ||
| + | ** pwd, ls | ||
| + | *** Commands are like work in a sentence | ||
| + | *** simple | ||
| + | **** verbs | ||
| + | ***** Fetch! list! | ||
| + | ****** e.g. pwd, ls, cd, rm, mv | ||
| + | *** EXERCISE: | ||
| + | **** Open Terminal | ||
| + | ***** type whoami, pwd read back and interpret results | ||
| + | *** basic arguments | ||
| + | **** nouns | ||
| + | ***** fetch this box, list this directory | ||
| + | ****** e.g ls /home | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | * Options | ||
| + | |5 mins | ||
| + | |50 | ||
| + | |- | ||
| + | | | ||
| + | ** adverbs, | ||
| + | ** Fetch quickly, list fully | ||
| + | *** e.g. ls -alh | ||
| + | ** - and -- short and long (gnu) form | ||
| + | ** common options | ||
| + | *** -h, --help | ||
| + | ***-v, --verbose | ||
| + | ***-R, recursive | ||
| + | ** differ between commands | ||
| + | ** can be combined with noun form | ||
| + | ***-o [file] | ||
| + | ** EXERCISE: | ||
| + | *** type ls, ls /home, ls ~/, ls -a, ls -al, ls -alh, ls --almost-all | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | * Common commands | ||
| + | | 20 mins | ||
| + | | 1hr 10 | ||
| + | |- | ||
| + | | | ||
| + | ** man | ||
| + | ** free | ||
| + | ** df | ||
| + | *** df -h | ||
| + | ** du | ||
| + | *** du -sh | ||
| + | *** du -ch --max-depth=1 | ||
| + | *** EXERCISE: | ||
| + | **** Use df and du to determine total size of hard drive and size of usr directory | ||
| + | ** ps | ||
| + | *** ps aux | ||
| + | ** kill, killall, pkill, pgrep | ||
| + | ** top | ||
| + | *** uses ncurses | ||
| + | **** half way to gui | ||
| + | ** EXERCISE: | ||
| + | *** Use ps and top to idntify processes running under your user | ||
| + | ** mount | ||
| + | *** mount (-t option) device mountpoint | ||
| + | ** ssh | ||
| + | *** used for connecting to remote machine securely | ||
| + | **** log into a box anywhere | ||
| + | ***** ssh me@there | ||
| + | ** scp | ||
| + | *** secure copy | ||
| + | **** scp here me@there: | ||
| + | ***** note colon | ||
| + | ****** otherwise works as cp | ||
| + | ** sftp | ||
| + | *** secure ftp | ||
| + | * less, view etc | ||
| + | ** head | ||
| + | *** head file | ||
| + | *** head -10 file | ||
| + | ** tail | ||
| + | *** tail -f | ||
| + | ** pager | ||
| + | *** used to view files | ||
| + | *** less is more | ||
| + | **** go backwards and forwards, search | ||
| + | *** view | ||
| + | **** vi in readonly mode, usefull for syntax and commands | ||
| + | |||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | * editors | ||
| + | | 10 mins | ||
| + | | 1hr 20 | ||
| + | |- | ||
| + | | | ||
| + | ** nano | ||
| + | *** easy(ish) | ||
| + | *** only standard on Debian | ||
| + | ** vi | ||
| + | *** on nearly every * nix box | ||
| + | *** vi(m) -- vi (i)m(proved) | ||
| + | *** steep learning curve but very powerful | ||
| + | **** worth the effort | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** EXERCISE: | ||
| + | | 05 min | ||
| + | | 1hr 25 | ||
| + | |- | ||
| + | | | ||
| + | *** open vim: | ||
| + | **** vim hello-world | ||
| + | ***** write hello world | ||
| + | ****** i... | ||
| + | ***** duplicate line | ||
| + | ****** yy... ESC..p | ||
| + | ***** delete world | ||
| + | ****** dw | ||
| + | ***** write and quit | ||
| + | ****** (colon)wq | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| − | + | ====TS Tools==== | |
| − | + | {| | |
| − | + | |ts_network_backup||15 mins||1hr 40 | |
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| − | Total Time 3 hours, not | + | * basic backup |
| − | + | *** ts_network_backup -c [ticket no] | |
| + | **** does everything for you | ||
| + | ** advanced backups | ||
| + | *** backing up when a drive is attached to another box | ||
| + | **** -p option | ||
| + | ***** alternative path to home | ||
| + | *** command line options | ||
| + | **** -a | ||
| + | ***** other things to back up | ||
| + | **** -u, -d | ||
| + | ***** backup less | ||
| + | ** restoring backups | ||
| + | *** ts_network_backup -r [folder] | ||
| + | ** EXERCISE: | ||
| + | *** create command line for backup using one option, say what you would use to restore it. | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | ** ts_identify | ||
| + | |5 mins | ||
| + | |1hr 45 | ||
| + | |- | ||
| + | | | ||
| + | *** identifies backup folder | ||
| + | **** ts_identify_backups (-t) ticket number | ||
| + | ** others | ||
| + | *** do what they say on the tin, no options except -h | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | ===Linux File System=== | ||
| + | {| | ||
| + | | File system basics||10 mins||1hr 55 | ||
| + | |- | ||
| + | | | ||
| + | */ | ||
| + | */bin etc | ||
| + | ** bin, sbin,opt, root, tmp, lib | ||
| + | ** var | ||
| + | *** cache, mail, www | ||
| + | **** where servers store things | ||
| + | ** usr | ||
| + | *** for users | ||
| + | **** repeats hierarchy | ||
| + | **** also doc share src | ||
| + | */etc | ||
| + | ** config files | ||
| + | ***/etc/apt | ||
| + | *** filesystem | ||
| + | ****/etc/fstab & /etc/mtab | ||
| + | *** network | ||
| + | ****/etc/host | ||
| + | ****/etc/resolv.conf | ||
| + | *** users and groups | ||
| + | **** passwd, shadow, group, gshadow | ||
| + | */var/log | ||
| + | ** where log files are stored | ||
| + | *** whats going on | ||
| + | */home | ||
| + | ** where you live | ||
| + | *** users files | ||
| + | */proc & /sys | ||
| + | ** not really files | ||
| + | ** contain system info | ||
| + | *** cat /proc/cpuinfo | ||
| + | */mnt & /media | ||
| + | ** mount discs | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | ===Manual Backups=== | ||
| + | {| | ||
| + | | Manual Backups||10 mins||2hr 05 | ||
| + | |- | ||
| + | | | ||
| + | ** Go over wiki page | ||
| + | *** backup config | ||
| + | *** backup users and groups | ||
| + | *** get list of installed packages | ||
| + | *** transfer data | ||
| + | **** rsync -avzh here me@there:/var/tsbackup | ||
| + | ***** backup name | ||
| + | ****** ticket -iso date | ||
| + | ******* iso date | ||
| + | ****** why its important | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | ===Working Without Passwords=== | ||
| + | {| | ||
| + | |Rooting a box||15 mins||2hr 20 | ||
| + | |- | ||
| + | | | ||
| + | * why | ||
| + | ** password security | ||
| + | *** if you have physical possesion of box there is no security | ||
| + | * recovery mode | ||
| + | ** press shift | ||
| + | *** when | ||
| + | **** after bios screen | ||
| + | ***1st menu | ||
| + | **** recovery mode | ||
| + | ***2nd menu | ||
| + | **** rootshell | ||
| + | ***** not networking | ||
| + | ** remounting | ||
| + | *** makes file system writable | ||
| + | **** mount -o rw,remount / | ||
| + | ** starting networking | ||
| + | *** dhclient eth0 etc | ||
| + | * network booting | ||
| + | ** the network boot menu | ||
| + | *** change bios settings, go | ||
| + | *** tech support -> debian rescue | ||
| + | ** why use a recovery disk | ||
| + | *** specialist tools | ||
| + | *** efficient | ||
| + | ** mounting a hard drive | ||
| + | *** mount (-t) drive mountpiint | ||
| + | ** chroot'ing | ||
| + | *** chroot /mnt | ||
| + | *** for i in dev proc sys dev/pts; do mount $i /mnt/$i; done | ||
| + | * EXERCISE: | ||
| + | ** In pairs,Root box and netboot to debian rescue | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | ===Diagnosing problems through log files and error message=== | ||
| + | {| | ||
| + | | | ||
| + | * running in the terminal | ||
| + | |5 mins | ||
| + | |2hr 25 | ||
| + | |- | ||
| + | | | ||
| + | ** verbose mode | ||
| + | ***-v --verbose | ||
| + | **** multiple levels | ||
| + | ** debug modes | ||
| + | *** log levels | ||
| + | **** warn, info, error | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | * dmesg | ||
| + | |5 mins | ||
| + | |2hr 30 | ||
| + | |- | ||
| + | | | ||
| + | * /var/log/syslog | ||
| + | ** essential info | ||
| + | ** what the system does | ||
| + | ** EXERCISE: | ||
| + | *** tail -f /var/log/syslog | ||
| + | * I/O Redirection***********5 mins**2hr 35 | ||
| + | ** pipe to command | ||
| + | *** \| | ||
| + | ** pipe to file | ||
| + | *** < > >> | ||
| + | *** stdout & stderr | ||
| + | **** 1 > /dev/null | ||
| + | ***** redirect std out | ||
| + | ****** (makes it disappear | ||
| + | **** 2 > error.file | ||
| + | ***** redirect stderr | ||
| + | **** &> log | ||
| + | ***** both to log | ||
| + | ** EXERCISE: | ||
| + | *** with ls send stdout and stderr to /dev/null and observe results | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | | ||
| + | * grep | ||
| + | |10 mins | ||
| + | |2hr 45 | ||
| + | |- | ||
| + | | | ||
| + | ** search tool | ||
| + | ** global regular expression parser | ||
| + | *** 'Some people, when confronted with a problem, think “I know, I'll use regular expressions.” Now they have two problems.' | ||
| + | *** no need to use regex for most things | ||
| + | **** a word is a regex that says match this word | ||
| + | * awk (and sed) | ||
| + | ** sed was the cause of the regex quote | ||
| + | *** can be very useful but unlikely you will need to use it | ||
| + | *** command line search and replace | ||
| + | ** awk was the source of the quote | ||
| + | *** whole programming language for dealing with tabular data | ||
| + | **** you only need to know tow things | ||
| + | ***** awk '{print $1}' | ||
| + | ***** awk '{print NF}' | ||
| + | *** cat /var/log/apache2/access.log | awk '{print $2}' | sort | uniq -c |sort -g | ||
| + | ** EXERCISE: use grep and awk to get time and date of kernel events using awk | ||
| + | *** (as group on board, use questions and prompts) | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | ===Trouble Shooting and Problem Solving=== | ||
| + | {| | ||
| + | |How to troubleshoot||15 mins||3hr | ||
| + | |- | ||
| + | | | ||
| + | * Importance of consistency | ||
| + | ** Not your machine | ||
| + | *** Do not break it | ||
| + | ** Repeatable solutions | ||
| + | ** Needs to diagnose problem not just fix it | ||
| + | *** reinstall is not the answer | ||
| + | * Problem solving | ||
| + | ** https://en.wikipedia.org/wiki/Problem_solving | ||
| + | *** Read this page(write on board) | ||
| + | *** OODA loop (Observe, Orient, Decide, Act) | ||
| + | **** https://en.wikipedia.org/wiki/OODA_loop | ||
| + | **** Comes from military/fighter pilots | ||
| + | ***** designed for stressful situations and quick reactions | ||
| + | ***** important part it is a loop | ||
| + | ****** constant feedback | ||
| + | ******* ability to change course | ||
| + | ***** Observe | ||
| + | ****** what is going on | ||
| + | ***** Orient | ||
| + | ****** where might the problem lie | ||
| + | ***** Decide | ||
| + | ****** how can we test this | ||
| + | ***** Act | ||
| + | ****** run test | ||
| + | ***** Observe | ||
| + | ****** what where the results | ||
| + | ***** Orient | ||
| + | ****** what did they tell us | ||
| + | ***** Decide | ||
| + | ****** whats the solution to fix the problem | ||
| + | ***** Act | ||
| + | ****** apply solution | ||
| + | ***** Observe | ||
| + | ****** did it work? | ||
| + | ***** etc... | ||
| + | *** PDCA (Plan Do Check Act) | ||
| + | **** https://en.wikipedia.org/wiki/PDCA | ||
| + | **** Plan | ||
| + | ***** Study the problem, establish the objectives, devise test | ||
| + | **** Do | ||
| + | ***** Carry out test, collect data | ||
| + | ****** where there any error meessages? | ||
| + | ****** what did the log files say? | ||
| + | **** Check | ||
| + | ***** Study results, compare to what was expected | ||
| + | **** Act | ||
| + | ***** Analyse differences, determine root causes, corrective actions, next steps | ||
| + | ***** repeat if necessary | ||
| + | *** RPR (Rapid Problem Resolution)* | ||
| + | **** https://en.wikipedia.org/wiki/RPR_Problem_Diagnosis | ||
| + | **** Discover, Investigate, Fix | ||
| + | ***** IT Specific | ||
| + | ***** Discover | ||
| + | ****** Gather and review information | ||
| + | ****** Build model | ||
| + | ***** Investigate | ||
| + | ****** Create and carry out plan to gather data | ||
| + | ****** analyse results and iterate | ||
| + | ****** Identify root cause | ||
| + | ***** Fix | ||
| + | ****** Determine and implement fix | ||
| + | ****** check root cause worked | ||
| + | ***** Example | ||
| + | ****** The Facebook isn't working' | ||
| + | ******* Discover | ||
| + | ******** is it facebook or the internet | ||
| + | ******* Investigate | ||
| + | ******** ping facebook | ||
| + | ********* No -- iterate | ||
| + | ******** ping google | ||
| + | ********* No -- iterate | ||
| + | ******** ping router | ||
| + | ********* No -- the internet is down | ||
| + | ******* Fix | ||
| + | ******** reboot router | ||
| + | ******** open browser | ||
| + | ********* visit facebook | ||
| + | * EXERCISE: | ||
| + | ** A box comes in that the user reports is not booting | ||
| + | *** In pairs, Chose one method and outline the steps to solve the problem | ||
| + | | | ||
| + | | | ||
| + | |} | ||
| + | Total Time 3 hours, not including a break. | ||
Latest revision as of 10:51, 23 March 2013
Tech Support Basics
Aims
To give a new Tech Support intern an understanding of the basic tools and procedures used in Tech Support
Objectives
- Understand the pupose of the ticket sytem
- Know how to create a new ticket
- " " " comment and reply on a ticket and understand the difference
- " " " escalate a ticket
- " " " resolve a ticket/change its status and when
- " " " use the dashboards and how this fits in with our workflow
- Be able to use command line tools including command line args
- Use and interpet the output of free, du, df and top
- Be able to mount an external drive
- " " " ssh into a remote box
- " " " view and edit files
- " " " direct command output to a file or another command
- " " " create and restore network backups using tstools
- have a basic understanding of the manual equivalent
- Be able to boot a box into recovery mode and make the hard drive writable
- Be able to start a net boot
- Know how to get useful debugging output from a command
- Identify common logs
- Have an understanding of the tools that can aid in interpreting them
- Be able to identify a consistent approach to trouble shooting
Intro -- The First, Second and Third Line Model
| Time | Total | |
|---|---|---|
| Intro | 5 mins | 5 |
| The First, Second and Third Line Model | 5 mins | 10 |
|
RT
Basic concepts
- Comments are internal
- Replies go to user
- Sopmetimes need to change requestor
- Be careful with subject lines
|
15 mins | 25 |
|
||
|
2.5 mins | |
|
2.5 mins | 27.5 |
|
||
|
5 mins | 32.5 |
|
||
|
2.5 mins | 40 |
|
||
|
||
|
Working on the command line
Basic Commands
|
5 mins | 45 |
|
||
|
5 mins | 50 |
|
||
|
20 mins | 1hr 10 |
|
||
|
10 mins | 1hr 20 |
|
||
|
05 min | 1hr 25 |
|
TS Tools
| ts_network_backup | 15 mins | 1hr 40 |
|
||
|
5 mins | 1hr 45 |
|
Linux File System
| File system basics | 10 mins | 1hr 55 |
|
Manual Backups
| Manual Backups | 10 mins | 2hr 05 |
|
Working Without Passwords
| Rooting a box | 15 mins | 2hr 20 |
|
Diagnosing problems through log files and error message
|
5 mins | 2hr 25 |
|
||
|
5 mins | 2hr 30 |
|
||
|
10 mins | 2hr 45 |
|
Trouble Shooting and Problem Solving
| How to troubleshoot | 15 mins | 3hr |
|
Total Time 3 hours, not including a break.