Commit 82736c92 authored by Amy Qualls's avatar Amy Qualls

Merge branch '300610-docs-aqualls-mattermost-clean' into 'master'

Major revisions of Mattermost page

See merge request gitlab-org/gitlab!54995
parents 375a76af c3df94fc
......@@ -6,116 +6,119 @@ info: To determine the technical writer assigned to the Stage/Group associated w
# Mattermost slash commands **(FREE)**
> Introduced in GitLab 8.14
If your team uses [Mattermost](https://mattermost.com/) as a chat service, you can
integrate GitLab commands into Mattermost chat. This integration enables users to
run common operations, such as creating a GitLab issue, from the Mattermost chat
environment.
Mattermost commands give users an extra interface to perform common operations
from the chat environment. This allows one to, for example, create an issue as
soon as the idea was discussed in Mattermost.
GitLab can also send events (e.g., `issue created`) to Mattermost as notifications.
This is the separately configured [Mattermost Notifications Service](mattermost.md).
GitLab can also send events (such as `issue created`) to Mattermost as part of the
separately configured [Mattermost Notifications Service](mattermost.md).
## Prerequisites
Mattermost 3.4 and up is required.
Mattermost [3.4 or later](https://mattermost.com/blog/category/releases/) is required.
GitLab provides different methods of configuring Mattermost slash commands, depending
on your configuration:
If you have the Omnibus GitLab package installed, Mattermost is already bundled
in it. All you have to do is configure it. Read more in the
[Omnibus GitLab Mattermost documentation](https://docs.gitlab.com/omnibus/gitlab-mattermost/).
- **Omnibus GitLab installations**: Mattermost is bundled with
[Omnibus GitLab](https://docs.gitlab.com/omnibus/). To configure Mattermost for Omnibus GitLab, read the
[Omnibus GitLab Mattermost documentation](https://docs.gitlab.com/omnibus/gitlab-mattermost/).
- **If Mattermost is installed on the same server as GitLab**, use the
[automated configuration](#automated-configuration).
- **For all other installations**, use the [manual configuration](#manual-configuration).
## Automated configuration
If Mattermost is installed on the same server as GitLab, the configuration process can be
done for you by GitLab.
Go to the Mattermost Slash Command service on your project and click the 'Add to Mattermost' button.
Go to the Mattermost Slash Command service on your project and click **Add to Mattermost** button.
## Manual configuration
The configuration consists of two parts. First you need to enable the slash
commands in Mattermost and then enable the service in GitLab.
### Step 1. Enable custom slash commands in Mattermost
This step is only required when using a source install. Omnibus installs are
preconfigured with the right settings.
The first thing to do in Mattermost is to enable custom slash commands from
the administrator console.
1. Log in with an account that has administrator privileges and navigate to the system
console.
![Mattermost go to console](img/mattermost_goto_console.png)
1. Click **Integration Management** and set **Enable Custom Slash Commands**,
**Enable integrations to override usernames**, and **Enable
integrations to override profile picture icons** to true
To manually configure slash commands in Mattermost, you must:
![Mattermost console](img/mattermost_console_integrations.png)
1. [Enable custom slash commands](#enable-custom-slash-commands) in Mattermost.
1. [Get configuration values](#get-configuration-values-from-gitlab) from GitLab.
1. [Create a new slash command](#create-a-slash-command) in Mattermost.
1. [Provide the Mattermost token](#provide-the-mattermost-token-to-gitlab) to GitLab.
1. Click **Save** at the bottom to save the changes.
### Enable custom slash commands
### Step 2. Open the Mattermost slash commands service in GitLab
NOTE:
Omnibus GitLab installations are preconfigured. This step is required only for
installations from source.
1. Open a new tab for GitLab, go to your project's
[Integrations page](overview.md#accessing-integrations)
and select the **Mattermost command** service to configure it.
A screen appears with all the values you need to copy in Mattermost as
described in the next step. Leave the window open.
To enable custom slash commands from the Mattermost administrator console:
NOTE:
GitLab offers some values for the Mattermost settings. Only **Request URL** is required
as offered, all the others are just suggestions.
1. Sign in to Mattermost as a user with administrator privileges.
1. Next to your username, click the **{ellipsis_v}** **Settings** icon, and
select **System Console**.
1. Select **Integration Management**, and set these values to `TRUE`:
- **Enable Custom Slash Commands**
- **Enable integrations to override usernames**
- **Enable integrations to override profile picture icons**
1. Click **Save**, but do not close this browser tab, because you need it in
a later step.
![Mattermost setup instructions](img/mattermost_config_help.png)
### Get configuration values from GitLab
1. Proceed to the next step and create a slash command in Mattermost with the
above values.
After you enable custom slash commands in Mattermost, you need configuration
information from GitLab. To get this information:
### Step 3. Create a new custom slash command in Mattermost
1. In a different browser tab than your current Mattermost session, sign in to
GitLab as a user with [administrator permissions](../../permissions.md).
1. In the top navigation bar, go to **{admin}** **Admin Area**.
1. In the left menu, go to **Settings > Integrations** and select
**Mattermost slash commands**.
1. GitLab displays potential values for Mattermost settings. Copy the **Request URL**
as you need it for the next step. All other values are suggestions.
1. Do not close this browser tab, because you need it in future steps.
Now that you have enabled custom slash commands in Mattermost and opened
the Mattermost slash commands service in GitLab, it's time to copy these values
in a new slash command.
Next, create a slash command in Mattermost with the values from GitLab.
1. Back to Mattermost, under your team page settings, you should see the
**Integrations** option.
### Create a slash command
![Mattermost team integrations](img/mattermost_team_integrations.png)
To create a slash command, you need the values you obtained from GitLab in
the previous step:
1. Go to the **Slash Commands** integration and add a new one by clicking the
**Add Slash Command** button.
1. In the Mattermost tab you left open when you
[enabled custom slash commands](#enable-custom-slash-commands), go to your
team page.
1. Click the **{ellipsis_v}** **Settings** icon, and select **Integrations**.
1. In the left menu, select **Slash commands**.
1. Click **Add Slash Command**:
![Mattermost add command](img/mattermost_add_slash_command.png)
1. Fill in the options for the custom command as described in
[step 2](#step-2-open-the-mattermost-slash-commands-service-in-gitlab).
NOTE:
If you plan on connecting multiple projects, pick a slash command trigger
word that relates to your projects such as `/gitlab-project-name` or even
just `/project-name`. Only use `/gitlab` if you plan to only connect a single
project to your Mattermost team.
![Mattermost add command configuration](img/mattermost_slash_command_configuration.png)
1. After you set up all the values, copy the token (we use it below) and
click **Done**.
![Mattermost slash command token](img/mattermost_slash_command_token.png)
### Step 4. Copy the Mattermost token into the Mattermost slash command service
1. In GitLab, paste the Mattermost token you copied in the previous step and
1. Provide a **Display Name** and **Description** for your new command.
1. Provide a **Command Trigger Word** according to your application's configuration:
- **If you intend to only connect one project to your Mattermost team**: Use
`/gitlab` for your trigger word.
- **If you intend to connect multiple projects**: Use a trigger word that relates
to your project, such as `/project-name` or `/gitlab-project-name`.
1. For **Request URL**, provide the value you copied from GitLab when you
[viewed configuration values](#get-configuration-values-from-gitlab).
1. For all other values, you may use the suggestions from GitLab or use your
preferred values.
1. Copy the **Token** value, as you need it in a later step, and click **Done**.
### Provide the Mattermost token to GitLab
When you create a new slash command in Mattermost, it generates a token you must
provide to GitLab:
1. In the GitLab browser tab from
[getting configuration values from GitLab](#get-configuration-values-from-gitlab),
select the **Active** check box to enable this configuration.
1. In the **Token** field, paste the token you obtained from Mattermost.
ensure that the **Active** toggle is enabled.
![Mattermost copy token to GitLab](img/mattermost_gitlab_token.png)
1. Click **Save changes** for the changes to take effect.
You are now set to start using slash commands in Mattermost that talk to the
GitLab project you configured.
Your slash command can now communicate with your GitLab project.
## Authorizing Mattermost to interact with GitLab
......@@ -132,7 +135,7 @@ GitLab using the Mattermost commands.
## Available slash commands
The available slash commands are:
The available slash commands for Mattermost are:
| Command | Description | Example |
| ------- | ----------- | ------- |
......@@ -152,7 +155,7 @@ the [permissions you have on the project](../../permissions.md#project-members-p
## Troubleshooting
If an event is not being triggered, confirm that the channel you're using is a public one, as
If an event is not being triggered, confirm that the channel you're using is a public one.
Mattermost webhooks do not have access to private channels.
If a private channel is required, you can edit the webhook's channel in Mattermost and
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