Welcome to mirror list, hosted at ThFree Co, Russian Federation.

service_desk.md « project « user « doc - gitlab.com/gitlab-org/gitlab-foss.git - Unnamed repository; edit this file 'description' to name the repository.
summaryrefslogtreecommitdiff
blob: b508fbcf676a59ea269cdcbd5c0d9dc162e4ae04 (plain)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
---
stage: Monitor
group: Respond
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments
---

# Service Desk **(FREE)**

> Moved to GitLab Free in 13.2.

With Service Desk, your customers
can email you bug reports, feature requests, or general feedback.
Service Desk provides a unique email address, so they don't need their own GitLab accounts.

Service Desk emails are created in your GitLab project as new issues.
Your team can respond directly from the project, while customers interact with the thread only
through email.

## Service Desk workflow

For example, let's assume you develop a game for iOS or Android.
The codebase is hosted in your GitLab instance, built and deployed
with GitLab CI/CD.

Here's how Service Desk works for you:

1. You provide a project-specific email address to your paying customers, who can email you directly
   from the application.
1. Each email they send creates an issue in the appropriate project.
1. Your team members go to the Service Desk issue tracker, where they can see new support
   requests and respond inside associated issues.
1. Your team communicates with the customer to understand the request.
1. Your team starts working on implementing code to solve your customer's problem.
1. When your team finishes the implementation, the merge request is merged and the issue
   is closed automatically.

Meanwhile:

- The customer interacts with your team entirely through email, without needing access to your
  GitLab instance.
- Your team saves time by not having to leave GitLab (or set up integrations) to follow up with
  your customer.

## Configure Service Desk

By default, Service Desk is active in new projects.
If it's not active, you can do it in the project's settings.

Prerequisites:

- You must have at least the Maintainer role for the project.
- On GitLab self-managed, you must [set up incoming email](../../administration/incoming_email.md#set-it-up)
  for the GitLab instance. You should use
  [email sub-addressing](../../administration/incoming_email.md#email-sub-addressing),
  but you can also use [catch-all mailboxes](../../administration/incoming_email.md#catch-all-mailbox).
  To do this, you must have administrator access.
- You must have enabled [issue](settings/index.md#configure-project-visibility-features-and-permissions)
  tracker for the project.

To enable Service Desk in your project:

1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
1. Select **Settings > General**.
1. Expand **Service Desk**.
1. Turn on the **Activate Service Desk** toggle.
1. Optional. Complete the fields.
   - [Add a suffix](#configure-a-suffix-for-service-desk-alias-email) to your Service Desk email address.
   - If the list below **Template to append to all Service Desk issues** is empty, create a
     [description template](description_templates.md) in your repository.
1. Select **Save changes**.

Service Desk is now enabled for this project.
If anyone sends an email to the address available below **Email address to use for Service Desk**,
GitLab creates a confidential issue with the email's content.

### Improve your project's security

To improve your Service Desk project's security, you should:

- Put the Service Desk email address behind an alias on your email system so you can change it later.
- [Enable Akismet](../../integration/akismet.md) on your GitLab instance to add spam checking to this service.
  Unblocked email spam can result in many spam issues being created.

### Customize emails sent to the requester

> - Moved from GitLab Premium to GitLab Free in 13.2.
> - `UNSUBSCRIBE_URL`, `SYSTEM_HEADER`, `SYSTEM_FOOTER`, and `ADDITIONAL_TEXT` placeholders [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/285512) in GitLab 15.9.
> - `%{ISSUE_DESCRIPTION}` [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/223751) in GitLab 16.0.
> - `%{ISSUE_URL}` [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/408793) in GitLab 16.1.

An email is sent to the requester when:

- A requester submits a new ticket by emailing Service Desk.
- A new public comment is added on a Service Desk ticket.
  - Editing a comment does not trigger a new email to be sent.

You can customize the body of these email messages with Service Desk email templates. The templates
can include [GitLab Flavored Markdown](../markdown.md) and [some HTML tags](../markdown.md#inline-html).
For example, you can format the emails to include a header and footer in accordance with your
organization's brand guidelines. You can also include the following placeholders to display dynamic
content specific to the Service Desk ticket or your GitLab instance.

| Placeholder            | `thank_you.md`         | `new_note.md`          | Description
| ---------------------- | ---------------------- | ---------------------- | -----------
| `%{ISSUE_ID}`          | **{check-circle}** Yes | **{check-circle}** Yes | Ticket IID.
| `%{ISSUE_PATH}`        | **{check-circle}** Yes | **{check-circle}** Yes | Project path appended with the ticket IID.
| `%{ISSUE_URL}`         | **{check-circle}** Yes | **{check-circle}** Yes | URL of the ticket. External participants can only view the ticket if the project is public and ticket is not confidential (Service Desk tickets are confidential by default).
| `%{ISSUE_DESCRIPTION}` | **{check-circle}** Yes | **{check-circle}** Yes | Ticket description. If a user has edited the description, it may contain sensitive information that is not intended to be delivered to external participants. Use this placeholder with care and ideally only if you never modify descriptions or your team is aware of the template design.
| `%{UNSUBSCRIBE_URL}`   | **{check-circle}** Yes | **{check-circle}** Yes | Unsubscribe URL.
| `%{NOTE_TEXT}`         | **{dotted-circle}** No | **{check-circle}** Yes | The new comment added to the ticket by a user. Take care to include this placeholder in `new_note.md`. Otherwise, the requesters may never see the updates on their Service Desk ticket.

#### Thank you email

When a requester submits an issue through Service Desk, GitLab sends a **thank you email**.
Without additional configuration, GitLab sends the default thank you email.

To create a custom thank you email template:

1. In the `.gitlab/service_desk_templates/` directory of your repository, create a file named `thank_you.md`.
1. Populate the Markdown file with text, [GitLab Flavored Markdown](../markdown.md),
   [some selected HTML tags](../markdown.md#inline-html), and placeholders to customize the reply
   to Service Desk requesters.

#### New note email

When a Service Desk ticket has a new public comment, GitLab sends a **new note email**.
Without additional configuration, GitLab sends the content of the comment.

To keep your emails on brand, you can create a custom new note email template. To do so:

1. In the `.gitlab/service_desk_templates/` directory in your repository, create a file named `new_note.md`.
1. Populate the Markdown file with text, [GitLab Flavored Markdown](../markdown.md),
   [some selected HTML tags](../markdown.md#inline-html), and placeholders to customize the new note
   email. Be sure to include the `%{NOTE_TEXT}` in the template to make sure the email recipient can
   read the contents of the comment.

#### Instance-level email header, footer, and additional text **(FREE SELF)**

> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/344819) in GitLab 15.9.

Instance administrators can add a header, footer or additional text to the GitLab instance and apply
them to all emails sent from GitLab. If you're using a custom `thank_you.md` or `new_note.md`, to include
this content, add `%{SYSTEM_HEADER}`, `%{SYSTEM_FOOTER}`, or `%{ADDITIONAL_TEXT}` to your templates.

For more information, see [System header and footer messages](../../administration/appearance.md#system-header-and-footer-messages) and [custom additional text](../../administration/settings/email.md#custom-additional-text).

### Use a custom template for Service Desk tickets

You can select one [description template](description_templates.md#create-an-issue-template)
**per project** to be appended to every new Service Desk ticket's description.

You can set description templates at various levels:

- The entire [instance](description_templates.md#set-instance-level-description-templates).
- A specific [group or subgroup](description_templates.md#set-group-level-description-templates).
- A specific [project](description_templates.md#set-a-default-template-for-merge-requests-and-issues).

The templates are inherited. For example, in a project, you can also access templates set for the instance, or the project's parent groups.

Prerequisite:

- You must have [created a description template](description_templates.md#create-an-issue-template).

To use a custom description template with Service Desk:

1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
1. Select **Settings > General**.
1. Expand **Service Desk**.
1. From the dropdown list **Template to append to all Service Desk issues**, search or select your template.

### Support Bot user

Behind the scenes, Service Desk works by the special Support Bot user creating issues.
This user isn't a [billable user](../../subscriptions/self_managed/index.md#billable-users),
so it does not count toward the license limit count.

In GitLab 16.0 and earlier, comments generated from Service Desk emails show `GitLab Support Bot`
as the author. In [GitLab 16.1 and later](https://gitlab.com/gitlab-org/gitlab/-/issues/226995),
these comments show the email of the user who sent the email.
This feature only applies to comments made in GitLab 16.1 and later.

#### Change the Support Bot's display name

You can change the display name of the Support Bot user. Emails sent from Service Desk have
this name in the `From` header. The default display name is `GitLab Support Bot`.

To edit the custom email display name:

1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
1. Select **Settings > General**.
1. Expand **Service Desk**.
1. Below **Email display name**, enter a new name.
1. Select **Save changes**.

### Use an additional Service Desk alias email **(FREE SELF)**

> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/2201) in GitLab 13.0.
> - [Feature flag removed](https://gitlab.com/gitlab-org/gitlab/-/issues/284656) in GitLab 13.8.

You can use an additional alias email address for Service Desk on an instance level.

To do this, you must configure
a [`service_desk_email`](#configure-service-desk-alias-email) in the instance configuration. You can also configure a
[custom suffix](#configure-a-suffix-for-service-desk-alias-email) that replaces the default `-issue-` portion on the sub-addressing part.

#### Configure Service Desk alias email

NOTE:
On GitLab.com a custom mailbox is already configured with `contact-project+%{key}@incoming.gitlab.com` as the email address. You can still configure the
[custom suffix](#configure-a-suffix-for-service-desk-alias-email) in project settings.

Service Desk uses the [incoming email](../../administration/incoming_email.md)
configuration by default. However, to have a separate email address for Service Desk,
configure `service_desk_email` with a [custom suffix](#configure-a-suffix-for-service-desk-alias-email)
in project settings.

Prerequisites:

- The `address` must include the `+%{key}` placeholder in the `user` portion of the address,
  before the `@`. The placeholder is used to identify the project where the issue should be created.
- The `service_desk_email` and `incoming_email` configurations must always use separate mailboxes
  to make sure Service Desk emails are processed correctly.

To configure a custom mailbox for Service Desk with IMAP, add the following snippets to your configuration file in full:

::Tabs

:::TabTitle Linux package (Omnibus)

NOTE:
In GitLab 15.3 and later, Service Desk uses `webhook` (internal API call) by default instead of enqueuing a Sidekiq job.
To use `webhook` on a Linux package installation running GitLab 15.3, you must generate a secret file.
For more information, see [merge request 5927](https://gitlab.com/gitlab-org/omnibus-gitlab/-/merge_requests/5927).
In GitLab 15.4, reconfiguring a Linux package installation generates this secret file automatically, so no
secret file configuration setting is needed.
For more information, see [issue 1462](https://gitlab.com/gitlab-com/gl-infra/scalability/-/issues/1462).

```ruby
gitlab_rails['service_desk_email_enabled'] = true
gitlab_rails['service_desk_email_address'] = "project_contact+%{key}@gmail.com"
gitlab_rails['service_desk_email_email'] = "project_contact@gmail.com"
gitlab_rails['service_desk_email_password'] = "[REDACTED]"
gitlab_rails['service_desk_email_mailbox_name'] = "inbox"
gitlab_rails['service_desk_email_idle_timeout'] = 60
gitlab_rails['service_desk_email_log_file'] = "/var/log/gitlab/mailroom/mail_room_json.log"
gitlab_rails['service_desk_email_host'] = "imap.gmail.com"
gitlab_rails['service_desk_email_port'] = 993
gitlab_rails['service_desk_email_ssl'] = true
gitlab_rails['service_desk_email_start_tls'] = false
```

:::TabTitle Self-compiled (source)

```yaml
service_desk_email:
  enabled: true
  address: "project_contact+%{key}@example.com"
  user: "project_contact@example.com"
  password: "[REDACTED]"
  host: "imap.gmail.com"
  delivery_method: webhook
  secret_file: .gitlab-mailroom-secret
  port: 993
  ssl: true
  start_tls: false
  log_path: "log/mailroom.log"
  mailbox: "inbox"
  idle_timeout: 60
  expunge_deleted: true
```

::EndTabs

The configuration options are the same as for configuring
[incoming email](../../administration/incoming_email.md#set-it-up).

##### Use encrypted credentials

> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/108279) in GitLab 15.9.

Instead of having the Service Desk email credentials stored in plaintext in the configuration files, you can optionally
use an encrypted file for the incoming email credentials.

Prerequisites:

- To use encrypted credentials, you must first enable the
  [encrypted configuration](../../administration/encrypted_configuration.md).

The supported configuration items for the encrypted file are:

- `user`
- `password`

::Tabs

:::TabTitle Linux package (Omnibus)

1. If initially your Service Desk configuration in `/etc/gitlab/gitlab.rb` looked like:

   ```ruby
   gitlab_rails['service_desk_email_email'] = "service-desk-email@mail.example.com"
   gitlab_rails['service_desk_email_password'] = "examplepassword"
   ```

1. Edit the encrypted secret:

   ```shell
   sudo gitlab-rake gitlab:service_desk_email:secret:edit EDITOR=vim
   ```

1. Enter the unencrypted contents of the Service Desk email secret:

   ```yaml
   user: 'service-desk-email@mail.example.com'
   password: 'examplepassword'
   ```

1. Edit `/etc/gitlab/gitlab.rb` and remove the `service_desk` settings for `email` and `password`.
1. Save the file and reconfigure GitLab:

   ```shell
   sudo gitlab-ctl reconfigure
   ```

:::TabTitle Helm chart (Kubernetes)

Use a Kubernetes secret to store the Service Desk email password. For more information,
read about [Helm IMAP secrets](https://docs.gitlab.com/charts/installation/secrets.html#imap-password-for-service-desk-emails).

:::TabTitle Docker

1. If initially your Service Desk configuration in `docker-compose.yml` looked like:

   ```yaml
   version: "3.6"
   services:
     gitlab:
       image: 'gitlab/gitlab-ee:latest'
       restart: always
       hostname: 'gitlab.example.com'
       environment:
         GITLAB_OMNIBUS_CONFIG: |
           gitlab_rails['service_desk_email_email'] = "service-desk-email@mail.example.com"
           gitlab_rails['service_desk_email_password'] = "examplepassword"
   ```

1. Get inside the container, and edit the encrypted secret:

   ```shell
   sudo docker exec -t <container_name> bash
   gitlab-rake gitlab:service_desk_email:secret:edit EDITOR=editor
   ```

1. Enter the unencrypted contents of the Service Desk secret:

   ```yaml
   user: 'service-desk-email@mail.example.com'
   password: 'examplepassword'
   ```

1. Edit `docker-compose.yml` and remove the `service_desk` settings for `email` and `password`.
1. Save the file and restart GitLab:

   ```shell
   docker compose up -d
   ```

:::TabTitle Self-compiled (source)

1. If initially your Service Desk configuration in `/home/git/gitlab/config/gitlab.yml` looked like:

   ```yaml
   production:
     service_desk_email:
       user: 'service-desk-email@mail.example.com'
       password: 'examplepassword'
   ```

1. Edit the encrypted secret:

   ```shell
   bundle exec rake gitlab:service_desk_email:secret:edit EDITOR=vim RAILS_ENVIRONMENT=production
   ```

1. Enter the unencrypted contents of the Service Desk secret:

   ```yaml
   user: 'service-desk-email@mail.example.com'
   password: 'examplepassword'
   ```

1. Edit `/home/git/gitlab/config/gitlab.yml` and remove the `service_desk_email:` settings for `user` and `password`.
1. Save the file and restart GitLab and Mailroom

   ```shell
   # For systems running systemd
   sudo systemctl restart gitlab.target

   # For systems running SysV init
   sudo service gitlab restart
   ```

::EndTabs

##### Microsoft Graph

> - Alternative Azure deployments [introduced](https://gitlab.com/gitlab-org/omnibus-gitlab/-/merge_requests/5978) in GitLab 14.9.
> - [Introduced for self-compiled (source) installs](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/116494) in GitLab 15.11.

`service_desk_email` can be configured to read Microsoft Exchange Online mailboxes with the Microsoft
Graph API instead of IMAP. Set up an OAuth 2.0 application for Microsoft Graph
[the same way as for incoming email](../../administration/incoming_email.md#microsoft-graph).

::Tabs

:::TabTitle Linux package (Omnibus)

1. Edit `/etc/gitlab/gitlab.rb` and add the following lines, substituting
   the values you want:

  ```ruby
  gitlab_rails['service_desk_email_enabled'] = true
  gitlab_rails['service_desk_email_address'] = "project_contact+%{key}@example.onmicrosoft.com"
  gitlab_rails['service_desk_email_email'] = "project_contact@example.onmicrosoft.com"
  gitlab_rails['service_desk_email_mailbox_name'] = "inbox"
  gitlab_rails['service_desk_email_log_file'] = "/var/log/gitlab/mailroom/mail_room_json.log"
  gitlab_rails['service_desk_email_inbox_method'] = 'microsoft_graph'
  gitlab_rails['service_desk_email_inbox_options'] = {
    'tenant_id': '<YOUR-TENANT-ID>',
    'client_id': '<YOUR-CLIENT-ID>',
    'client_secret': '<YOUR-CLIENT-SECRET>',
    'poll_interval': 60  # Optional
  }
  ```

  For Microsoft Cloud for US Government or [other Azure deployments](https://learn.microsoft.com/en-us/graph/deployments),
  configure the `azure_ad_endpoint` and `graph_endpoint` settings. For example:

  ```ruby
  gitlab_rails['service_desk_email_inbox_options'] = {
    'azure_ad_endpoint': 'https://login.microsoftonline.us',
    'graph_endpoint': 'https://graph.microsoft.us',
    'tenant_id': '<YOUR-TENANT-ID>',
    'client_id': '<YOUR-CLIENT-ID>',
    'client_secret': '<YOUR-CLIENT-SECRET>',
    'poll_interval': 60  # Optional
  }
  ```

:::TabTitle Helm chart (Kubernetes)

1. Create the [Kubernetes Secret containing the OAuth 2.0 application client secret](https://docs.gitlab.com/charts/installation/secrets.html#microsoft-graph-client-secret-for-service-desk-emails):

   ```shell
   kubectl create secret generic service-desk-email-client-secret --from-literal=secret=<YOUR-CLIENT_SECRET>
   ```

1. Create the [Kubernetes Secret for the GitLab Service Desk email auth token](https://docs.gitlab.com/charts/installation/secrets.html#gitlab-service-desk-email-auth-token).
   Replace `<name>` with the name of the [Helm release name](https://helm.sh/docs/intro/using_helm/) for the GitLab installation:

   ```shell
   kubectl create secret generic <name>-service-desk-email-auth-token --from-literal=authToken=$(head -c 512 /dev/urandom | LC_CTYPE=C tr -cd 'a-zA-Z0-9' | head -c 32 | base64)
   ```

1. Export the Helm values:

   ```shell
   helm get values gitlab > gitlab_values.yaml
   ```

1. Edit `gitlab_values.yaml`:

   ```yaml
   global:
     appConfig:
     serviceDeskEmail:
       enabled: true
       address: "project_contact+%{key}@example.onmicrosoft.com"
       user: "project_contact@example.onmicrosoft.com"
       mailbox: inbox
       inboxMethod: microsoft_graph
       azureAdEndpoint: https://login.microsoftonline.com
       graphEndpoint: https://graph.microsoft.com
       tenantId: "YOUR-TENANT-ID"
       clientId: "YOUR-CLIENT-ID"
       clientSecret:
         secret: service-desk-email-client-secret
         key: secret
       deliveryMethod: webhook
       authToken:
         secret: <name>-service-desk-email-auth-token
         key: authToken
   ```

    For Microsoft Cloud for US Government or [other Azure deployments](https://learn.microsoft.com/en-us/graph/deployments),
configure the `azureAdEndpoint` and `graphEndpoint` settings. These fields are case-sensitive:

   ```yaml
   global:
     appConfig:
     serviceDeskEmail:
       [..]
       azureAdEndpoint: https://login.microsoftonline.us
       graphEndpoint: https://graph.microsoft.us
       [..]
   ```

1. Save the file and apply the new values:

   ```shell
   helm upgrade -f gitlab_values.yaml gitlab gitlab/gitlab
   ```

:::TabTitle Docker

1. Edit `docker-compose.yml`:

   ```yaml
   version: "3.6"
   services:
     gitlab:
       environment:
         GITLAB_OMNIBUS_CONFIG: |
           gitlab_rails['service_desk_email_enabled'] = true
           gitlab_rails['service_desk_email_address'] = "project_contact+%{key}@example.onmicrosoft.com"
           gitlab_rails['service_desk_email_email'] = "project_contact@example.onmicrosoft.com"
           gitlab_rails['service_desk_email_mailbox_name'] = "inbox"
           gitlab_rails['service_desk_email_log_file'] = "/var/log/gitlab/mailroom/mail_room_json.log"
           gitlab_rails['service_desk_email_inbox_method'] = 'microsoft_graph'
           gitlab_rails['service_desk_email_inbox_options'] = {
             'tenant_id': '<YOUR-TENANT-ID>',
             'client_id': '<YOUR-CLIENT-ID>',
             'client_secret': '<YOUR-CLIENT-SECRET>',
             'poll_interval': 60  # Optional
           }
   ```

1. Save the file and restart GitLab:

   ```shell
   docker compose up -d
   ```

For Microsoft Cloud for US Government or [other Azure deployments](https://learn.microsoft.com/en-us/graph/deployments),
configure the `azure_ad_endpoint` and `graph_endpoint` settings:

1. Edit `docker-compose.yml`:

   ```yaml
   version: "3.6"
   services:
     gitlab:
       environment:
         GITLAB_OMNIBUS_CONFIG: |
           gitlab_rails['service_desk_email_enabled'] = true
           gitlab_rails['service_desk_email_address'] = "project_contact+%{key}@example.onmicrosoft.com"
           gitlab_rails['service_desk_email_email'] = "project_contact@example.onmicrosoft.com"
           gitlab_rails['service_desk_email_mailbox_name'] = "inbox"
           gitlab_rails['service_desk_email_log_file'] = "/var/log/gitlab/mailroom/mail_room_json.log"
           gitlab_rails['service_desk_email_inbox_method'] = 'microsoft_graph'
           gitlab_rails['service_desk_email_inbox_options'] = {
             'azure_ad_endpoint': 'https://login.microsoftonline.us',
             'graph_endpoint': 'https://graph.microsoft.us',
             'tenant_id': '<YOUR-TENANT-ID>',
             'client_id': '<YOUR-CLIENT-ID>',
             'client_secret': '<YOUR-CLIENT-SECRET>',
             'poll_interval': 60  # Optional
           }
   ```

1. Save the file and restart GitLab:

   ```shell
   docker compose up -d
   ```

:::TabTitle Self-compiled (source)

1. Edit `/home/git/gitlab/config/gitlab.yml`:

   ```yaml
     service_desk_email:
       enabled: true
       address: "project_contact+%{key}@example.onmicrosoft.com"
       user: "project_contact@example.onmicrosoft.com"
       mailbox: "inbox"
       delivery_method: webhook
       log_path: "log/mailroom.log"
       secret_file: .gitlab-mailroom-secret
       inbox_method: "microsoft_graph"
       inbox_options:
         tenant_id: "<YOUR-TENANT-ID>"
         client_id: "<YOUR-CLIENT-ID>"
         client_secret: "<YOUR-CLIENT-SECRET>"
         poll_interval: 60  # Optional
   ```

  For Microsoft Cloud for US Government or [other Azure deployments](https://learn.microsoft.com/en-us/graph/deployments),
  configure the `azure_ad_endpoint` and `graph_endpoint` settings. For example:

   ```yaml
     service_desk_email:
       enabled: true
       address: "project_contact+%{key}@example.onmicrosoft.com"
       user: "project_contact@example.onmicrosoft.com"
       mailbox: "inbox"
       delivery_method: webhook
       log_path: "log/mailroom.log"
       secret_file: .gitlab-mailroom-secret
       inbox_method: "microsoft_graph"
       inbox_options:
         azure_ad_endpoint: "https://login.microsoftonline.us"
         graph_endpoint: "https://graph.microsoft.us"
         tenant_id: "<YOUR-TENANT-ID>"
         client_id: "<YOUR-CLIENT-ID>"
         client_secret: "<YOUR-CLIENT-SECRET>"
         poll_interval: 60  # Optional
   ```

::EndTabs

#### Configure a suffix for Service Desk alias email

You can set a custom suffix in your project's Service Desk settings.

A suffix can contain only lowercase letters (`a-z`), numbers (`0-9`), or underscores (`_`).

When configured, the custom suffix creates a new Service Desk email address, consisting of the
`service_desk_email_address` setting and a key of the format: `<project_full_path>-<custom_suffix>`

Prerequisites:

- You must have configured a [Service Desk alias email](#configure-service-desk-alias-email).

1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
1. Select **Settings > General**.
1. Expand **Service Desk**.
1. Below **Email address suffix**, enter the suffix to use.
1. Select **Save changes**.

For example, suppose the `mygroup/myproject` project Service Desk settings has the following configured:

- Email address suffix is set to `support`.
- Service Desk email address is configured to `contact+%{key}@example.com`.

The Service Desk email address for this project is: `contact+mygroup-myproject-support@example.com`.
The [incoming email](../../administration/incoming_email.md) address still works.

If you don't configure a custom suffix, the default project identification is used for identifying
the project.

### Configure email ingestion in multi-node environments

A multi-node environment is a setup where GitLab is run across multiple servers
for scalability, fault tolerance, and performance reasons.

GitLab uses a separate process called `mail_room` to ingest new unread emails
from the `incoming_email` and `service_desk_email` mailboxes.

#### Helm chart (Kubernetes)

The [GitLab Helm chart](https://docs.gitlab.com/charts/) is made up of multiple subcharts, and one of them is
the [Mailroom subchart](https://docs.gitlab.com/charts/charts/gitlab/mailroom/index.html). Configure the
[common settings for `incoming_email`](https://docs.gitlab.com/charts/installation/command-line-options.html#incoming-email-configuration)
and the [common settings for `service_desk_email`](https://docs.gitlab.com/charts/installation/command-line-options.html#service-desk-email-configuration).

#### Linux package (Omnibus)

In multi-node Linux package installation environments, run `mail_room` only on one node. Run it either on a single
`rails` node (for example, `application_role`)
or completely separately.

##### Set up all nodes

1. Add basic configuration for `incoming_email` and `service_desk_email` on every node
   to render email addresses in the web UI and in generated emails.

   Find the `incoming_email` or `service_desk_email` section in `/etc/gitlab/gitlab.rb`:

   ::Tabs

   :::TabTitle `incoming_email`

   ```ruby
   gitlab_rails['incoming_email_enabled'] = true
   gitlab_rails['incoming_email_address'] = "incoming+%{key}@example.com"
   ```

   :::TabTitle `service_desk_email`

   ```ruby
   gitlab_rails['service_desk_email_enabled'] = true
   gitlab_rails['service_desk_email_address'] = "project_contact+%{key}@example.com"
   ```

   ::EndTabs

1. GitLab offers two methods to transport emails from `mail_room` to the GitLab
application. You can configure the `delivery_method` for each email setting individually:
   1. Recommended: `webhook` (default in GitLab 15.3 and later) sends the email payload via an API POST request to your GitLab
      application. It uses a shared token to authenticate. If you choose this method,
      make sure the `mail_room` process can access the API endpoint and distribute the shared
      token across all application nodes.

      ::Tabs

      :::TabTitle `incoming_email`

      ```ruby
      gitlab_rails['incoming_email_delivery_method'] = "webhook"

      # The URL that mail_room can contact. You can also use an internal URL or IP,
      # just make sure mail_room can access the GitLab API via that address.
      # Do not end with "/".
      gitlab_rails['incoming_email_gitlab_url'] = "https://gitlab.example.com"

      # The shared secret file that should contain a random token. Make sure it's the same on every node.
      gitlab_rails['incoming_email_secret_file'] = ".gitlab_mailroom_secret"
      ```

      :::TabTitle `service_desk_email`

      ```ruby
      gitlab_rails['service_desk_email_delivery_method'] = "webhook"

      # The URL that mail_room can contact. You can also use an internal URL or IP,
      # just make sure mail_room can access the GitLab API via that address.
      # Do not end with "/".

      gitlab_rails['service_desk_email_gitlab_url'] = "https://gitlab.example.com"

      # The shared secret file that should contain a random token. Make sure it's the same on every node.
      gitlab_rails['service_desk_email_secret_file'] = ".gitlab_mailroom_secret"
      ```

      ::EndTabs

   1. [Deprecated in GitLab 16.0 and planned for removal in 17.0)](../../update/deprecations.md#sidekiq-delivery-method-for-incoming_email-and-service_desk_email-is-deprecated):
      If you experience issues with the `webhook` setup, use `sidekiq` to deliver the email payload directly to GitLab Sidekiq using Redis.

      ::Tabs

      :::TabTitle `incoming_email`

      ```ruby
      # It uses the Redis configuration to directly add Sidekiq jobs
      gitlab_rails['incoming_email_delivery_method'] = "sidekiq"
      ```

      :::TabTitle `service_desk_email`

      ```ruby
      # It uses the Redis configuration to directly add Sidekiq jobs
      gitlab_rails['service_desk_email_delivery_method'] = "sidekiq"
      ```

      ::EndTabs

1. Disable `mail_room` on all nodes that should not run email ingestion. For example, in `/etc/gitlab/gitlab.rb`:

   ```ruby
   mailroom['enabled'] = false
   ```

1. [Reconfigure GitLab](../../administration/restart_gitlab.md) for the changes to take effect.

##### Set up a single email ingestion node

After setting up all nodes and disabling the `mail_room` process, enable `mail_room` on a single node.
This node polls the mailboxes for `incoming_email` and `service_desk_email` on a regular basis and
move new unread emails to GitLab.

1. Choose an existing node that additionally handles email ingestion.
1. Add [full configuration and credentials](../../administration/incoming_email.md#configuration-examples)
   for `incoming_email` and `service_desk_email`.
1. Enable `mail_room` on this node. For example, in `/etc/gitlab/gitlab.rb`:

   ```ruby
   mailroom['enabled'] = true
   ```

1. [Reconfigure GitLab](../../administration/restart_gitlab.md) on this node for the changes to take effect.

## Use Service Desk

You can use Service Desk to [create an issue](#as-an-end-user-issue-creator) or [respond to one](#as-a-responder-to-the-issue).
In these issues, you can also see our friendly neighborhood [Support Bot](#support-bot-user).

### View Service Desk email address

To check what the Service Desk email address is for your project:

1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
1. Select **Monitor > Service Desk**.

The email address is available at the top of the issue list.

### As an end user (issue creator)

> Support for additional email headers [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/346600) in GitLab 14.6. In earlier versions, the Service Desk email address had to be in the "To" field.

To create a Service Desk issue, an end user does not need to know anything about
the GitLab instance. They just send an email to the address they are given, and
receive an email back confirming receipt:

![Service Desk enabled](img/service_desk_confirmation_email.png)

This also gives the end user an option to unsubscribe.

If they don't choose to unsubscribe, then any new comments added to the issue
are sent as emails:

![Service Desk reply email](img/service_desk_reply.png)

Any responses they send via email are displayed in the issue itself.

For information about headers used for treating email, see
[the incoming email documentation](../../administration/incoming_email.md#accepted-headers).

### As a responder to the issue

For responders to the issue, everything works just like other GitLab issues.
GitLab displays a familiar-looking issue tracker where responders can see
issues created through customer support requests, and filter or interact with them.

![Service Desk Issue tracker](img/service_desk_issue_tracker.png)

Messages from the end user are shown as coming from the special
[Support Bot user](../../subscriptions/self_managed/index.md#billable-users).
You can read and write comments as you usually do in GitLab:

![Service Desk issue thread](img/service_desk_thread.png)

- The project's visibility (private, internal, public) does not affect Service Desk.
- The path to the project, including its group or namespace, is shown in emails.

#### View Service Desk issues

Prerequisites:

- You must have at least the Reporter role for the project.

To view Service Desk issues:

1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
1. Select **Monitor > Service Desk**.

### Email contents and formatting

#### Special HTML formatting in HTML emails

> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/109811) in GitLab 15.9 [with a flag](../../administration/feature_flags.md) named `service_desk_html_to_text_email_handler`. Disabled by default.
> - [Generally available](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/116809) in GitLab 15.11. Feature flag `service_desk_html_to_text_email_handler` removed.

HTML emails show HTML formatting, such as:

- Tables
- Blockquotes
- Images
- Collapsible sections

#### Files attached to comments

> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/11733) in GitLab 15.8 [with a flag](../../administration/feature_flags.md) named `service_desk_new_note_email_native_attachments`. Disabled by default.
> - [Enabled on GitLab.com and self-managed](https://gitlab.com/gitlab-org/gitlab/-/issues/386860) in GitLab 15.10.

FLAG:
On self-managed GitLab, by default this feature is available. To hide the feature per project or for your entire instance, an administrator can [disable the feature flag](../../administration/feature_flags.md) named `service_desk_new_note_email_native_attachments`.
On GitLab.com, this feature is available.

If a comment contains any attachments and their total size is less than or equal to 10 MB, these
attachments are sent as part of the email. In other cases, the email contains links to the attachments.

In GitLab 15.9 and earlier, uploads to a comment are sent as links in the email.

## Privacy considerations

> [Changed](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/108901) the minimum required role to view the creator's and participant's email in GitLab 15.9.

Service Desk issues are [confidential](issues/confidential_issues.md), so they are
only visible to project members. The project owner can
[make an issue public](issues/confidential_issues.md#in-an-existing-issue).
When a Service Desk issue becomes public, the issue creator's and participants' email addresses are
visible to signed-in users with at least the Reporter role for the project.

In GitLab 15.8 and earlier, when a Service Desk issue becomes public, the issue creator's email
address is disclosed to everyone who can view the project.

Anyone in your project can use the Service Desk email address to create an issue in this project, **regardless
of their role** in the project.

The unique internal email address is visible to project members at least
the Reporter role in your GitLab instance.
An external user (issue creator) cannot see the internal email address
displayed in the information note.

### Moving a Service Desk issue

> [Changed](https://gitlab.com/gitlab-org/gitlab/-/issues/372246) in GitLab 15.7: customers continue receiving notifications when a Service Desk issue is moved.

You can move a Service Desk issue the same way you
[move a regular issue](issues/managing_issues.md#move-an-issue) in GitLab.

If a Service Desk issue is moved to a different project with Service Desk enabled,
the customer who created the issue continues to receive email notifications.
Because a moved issue is first closed, then copied, the customer is considered to be a participant
in both issues. They continue to receive any notifications in the old issue and the new one.

## Troubleshooting Service Desk

### Emails to Service Desk do not create issues

Your emails might be ignored because they contain one of the
[email headers that GitLab ignores](../../administration/incoming_email.md#rejected-headers).