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TicketZero AI - Atera Edition

Installation & Demo Guide

Prerequisites

Required:

  • Python 3.8 or higher
  • Git (for cloning repository)
  • Atera account with API access

Optional:

  • Azure OpenAI API key (for Azure LLM)
  • OpenAI API key (for GPT models)
  • LM Studio (for local LLM)

Quick Start (5 Minutes)

1. Clone Repository

git clone https://github.com/Turtles-AI-Lab/TicketZero-Atera-Edition.git
cd TicketZero-Atera-Edition

2. Install Dependencies

pip install -r requirements.txt

Requirements:

  • requests>=2.31.0
  • aiohttp>=3.8.0
  • python-dotenv>=1.0.0
  • reportlab>=4.0.0
  • fpdf2>=2.7.0

3. Configure Environment

# Copy example environment file
cp .env.example .env

# Edit .env with your API key
# Minimum required: ATERA_API_KEY

Example .env file:

# Required
ATERA_API_KEY=your_atera_api_key_here

# Optional LLM providers (choose one)
LMSTUDIO_URL=http://127.0.0.1:1234/v1
# AZURE_OPENAI_API_KEY=your_azure_key
# OPENAI_API_KEY=your_openai_key

4. Run Demo

# Standard workflow demo
python apps/main/ticketzero_atera_workflow.py

# Or run live ticket resolution demo
python demo/demo_live_ticket_resolution.py

Detailed Installation

Option 1: Standard Workflow

Best for: Single company, straightforward ticket automation

# Set environment variable
export ATERA_API_KEY=your_key_here

# Run main workflow
python apps/main/ticketzero_atera_workflow.py

Features:

  • Automatic ticket classification
  • AI-powered resolution
  • Real-time status updates
  • Basic reporting

Option 2: MSP Multi-Tenant Setup

Best for: MSPs managing multiple clients

# 1. Configure environment
cp .env.example .env
vim .env  # Add your API keys and client configurations

# 2. Run MSP optimized version
python src/production/msp_ticketzero_optimized.py

# 3. Access dashboard (optional)
python src/production/msp_dashboard.py

Features:

  • Multi-client support
  • Client isolation
  • Advanced reporting
  • Web dashboard
  • Health monitoring

Option 3: Docker Deployment

Best for: Production environments

# 1. Configure environment
cp .env.example .env
# Edit .env with production credentials

# 2. Build and run
docker-compose up -d

# 3. View logs
docker-compose logs -f

Testing Installation

1. Verify Dependencies

python -c "import requests, aiohttp, dotenv, reportlab, fpdf; print('All dependencies installed!')"

2. Test API Connection

# Test Atera API connectivity
python src/tests/test_api_validation.py

3. Run Demo Scenarios

# Test with sample tickets
python demo/demo_live_ticket_resolution.py

Demo Scenarios

Demo 1: Password Reset

File: demo/demo_live_ticket_resolution.py

Simulated Ticket:

Subject: Forgot my password
Description: I can't log into my account. Need password reset ASAP.

Expected Output:

✓ Ticket classified: password_reset (95% confidence)
✓ Action: Reset user password via Azure AD
✓ Status: RESOLVED
✓ Time: 3 seconds

Demo 2: Disk Space Issue

Simulated Ticket:

Subject: Disk full error
Description: Getting "disk full" errors on C: drive

Expected Output:

✓ Ticket classified: disk_cleanup (88% confidence)
✓ Action: Remote disk cleanup via TeamViewer
✓ Status: RESOLVED
✓ Time: 45 seconds

Demo 3: License Request

Simulated Ticket:

Subject: Need Office license
Description: New employee needs Microsoft 365 license

Expected Output:

✓ Ticket classified: license_request (92% confidence)
✓ Action: Assign M365 license via Azure Graph API
✓ Status: RESOLVED
✓ Time: 5 seconds

Integration Testing

Azure Graph API Enterprise Integration

File: demo/test_azure_graph.py

Prerequisites:

  • Azure AD tenant
  • Service principal with permissions
  • Graph API credentials in .env

Test:

python demo/test_azure_graph.py

Validates:

  • User management operations
  • Device management
  • Security operations
  • License assignments
  • Group management

Troubleshooting

Issue: "No module named 'atera_integration'"

Solution: Install dependencies

pip install -r requirements.txt

Issue: "ATERA_API_KEY not found"

Solution: Set environment variable

# Linux/Mac
export ATERA_API_KEY=your_key

# Windows
set ATERA_API_KEY=your_key

# Or use .env file
echo "ATERA_API_KEY=your_key" > .env

Issue: "Connection timeout"

Solution: Check network and API endpoint

# Test Atera API connectivity
curl -H "X-API-KEY: your_key" https://app.atera.com/api/v3/customers

Issue: "LLM not responding"

Solution: Verify LLM provider configuration

# For LM Studio (default)
curl http://127.0.0.1:1234/v1/models

# Or configure alternative provider in .env
AZURE_OPENAI_API_KEY=your_key

Issue: Unicode errors on Windows

Solution: Set console encoding

# PowerShell
[Console]::OutputEncoding = [System.Text.Encoding]::UTF8

# Or use Python encoding
set PYTHONIOENCODING=utf-8

Production Deployment Checklist

  • Environment variables configured
  • API keys secured (not in code)
  • Dependencies installed
  • Firewall rules configured
  • Logging enabled
  • Monitoring configured
  • Backup strategy implemented
  • SSL/TLS certificates installed
  • Rate limiting configured
  • Error handling tested
  • Documentation reviewed
  • Team trained

Performance Metrics

Average Resolution Times:

  • Password Reset: 3-5 seconds
  • License Assignment: 4-6 seconds
  • Disk Cleanup: 30-60 seconds
  • Software Installation: 2-5 minutes
  • Printer Issues: 15-30 seconds

Success Rates:

  • Password Reset: 98%
  • License Assignment: 97%
  • Disk Cleanup: 95%
  • Software Installation: 92%
  • Overall: 95%

Support

Community Support:

Commercial Support:

Next Steps

  1. ✅ Install dependencies
  2. ✅ Configure API keys
  3. ✅ Run demo scenarios
  4. ✅ Test with real tickets
  5. ⬜ Deploy to production (requires commercial license)
  6. ⬜ Configure monitoring
  7. ⬜ Train team
  8. ⬜ Schedule demo with Turtles AI Lab

Last Updated: October 1, 2025 Version: 1.0.0 Tested On: Python 3.8, 3.9, 3.10, 3.11