Este howto describe cómo configurar el proveedor de Slack incluido en discourse-chat-integration.
Permite publicar notificaciones en Slack, administrar reglas usando Comandos de Barra Diagonal (Slash Commands) y publicar transcripciones de vuelta a Discourse. Las instrucciones para los comandos de barra diagonal se pueden encontrar escribiendo /discourse help. La transcripción se puede crear usando los menús contextuales en las publicaciones de Slack.
Instalar
Si aún no lo has hecho, instala el plugin discourse-chat-integration y asegúrate de que esté habilitado a través de la configuración del sitio chat integration enabled.
Configurar Slack
Dirígete a Slack API: Applications | Slack y crea una nueva aplicación. Si aún no has iniciado sesión, se te pedirá que lo hagas. (Es posible que debas hacer clic en este enlace de nuevo, ya que no parece redirigir después de iniciar sesión :()
Haz clic en Create New App
Elige un nombre (puede ser cualquiera) y selecciona el Equipo de Slack del que deseas que forme parte
En el menú de la izquierda, en “Features”, haz clic en “OAuth & Permissions”.
Desplázate hasta “Scopes / Bot Token Scopes” y añade cada uno de estos para permitir que el plugin publique mensajes en tu espacio de trabajo de Slack:
chat:write
chat:write.customize
Ve a la página Settings > Install App, haz clic en Install to Workspace y autoriza la aplicación con tu equipo.
Copia el Bot User OAuth Token y pégalo en la configuración de tu sitio de Discourse bajo chat_integration_slack_access_token
Ve a la página Basic Information, copia el Verification Token y pégalo en la configuración de tu sitio de Discourse bajo chat_integration_slack_incoming_webhook_token
En la parte inferior de la página Basic Information, puedes configurar el icono, nombre y descripción de tu bot.
Configura algunas “Reglas” para tus canales, de acuerdo con las instrucciones de discourse-chat-integration, o alternativamente usa los comandos de barra diagonal dentro de un canal para empezar.
Añade el usuario bot de Discourse a los canales a los que deseas que pueda publicar:
Desde el menú de la izquierda de la página de tu cliente de Slack, haz clic derecho en el nombre del canal al que deseas añadir la aplicación y haz clic en View Channel Details:
Es probable que esto se deba a un error de configuración. Verifica que el valor que has configurado para Request URL sea correcto. Debe tener esta forma:
I’m very excited to try this plugin. I gave installing it a shot by following these instructions carefully, but when I go to test a slash command on slack I get:
slackbot Darn - that slash command didn't work (error message: `403_client_error`). Manage the command at Discourse Integration.
This would suggest that it’s an issue with the authentication of slack to your Discourse instance. Can you double check that the incoming webhook token has been copied across correctly? (step 12 above) Make sure there’s nothing weird being copied before/after (e.g. spaces)
Ugh, I went through the instructions twice, and realized I copied the verification token incorrectly. My issue was completely PEBKAC :(- thanks for the (immediate) help!
New rule:/discourse [watch|follow|mute] [category] [tag:name]
(you must specify a rule type and at least one category or tag)
watch – notify this channel for new topics and new replies
follow – notify this channel for new topics
mute – block notifications to this channel
The integration doesn’t seem to be able to find tags. edit: Ugh… I just saw the docs that the syntax for tags is [tag:name] … sorry I missed that…
I noticed that the help files are hard coded to the slash command “/discourse”… I pulled down the source and got as far as finding the strings in the locale files and where they’re invoked in the helper. I would like to issue a PR to allow the slash command in help files to be configurable (my integration uses my sitename as the command…) but I’m not sure how persistence works with Discourse plugins. If I submitted a partially complete PR would you be able to provide some pointers or would that be a waste of time ?
Also, where would be the best place to add feature requests ?
The easiest way to change this to a different command is to go to your discourse admin panel, CustomizeText Content, then type chat_integration.provider.slack into the search bar. You’ll find the “help” string in this list. Changes to this should persist across discourse/plugin updates
I think slack-specific ones in this topic, and general ones for the plugin in the main topic
You need to use the “OAUTH Token” method of authentication to slack, not the “Webhook” method. The instructions above should walk you through setting up the oauth method.
That did it. I think I broke it by foolishly trying to migrate the settings from the other slack plugin.
One thing I don’t understand is who can use the slack App I created. It is just me? If so, that’s a little sucky. If not, wait, anyone can control what categories get watched? I see “collaborators” in the slack API page. If I add a collaborator can they too control the rules?
Also, it seems that rules established in the Discourse web interface don’t show up in slack if you do a /discourse status. Is that right?
When you create slack apps, they are private to you. Only you can edit the settings of the app, and only you can install it onto an organisation. Notice the “Not Distributed” status:
You can then install your app onto your Slack organisation. If you have slash commands set up, anyone in that organisation can control the ‘rules’ for any channel they have access to, and so you should make sure to set the chat integration discourse username appropriately.
‘Collaborators’ of the Slack app means that they can edit the app’s settings (things like callback URLs, auth secrets etc.). It has absolutely nothing to do with who can configure ‘rules’ using slash commands.
/discourse status should list all of the rules for the current channel. So if you have set up rules for #general using the discourse admin interface, they should show up when you run /discourse status in #general. If that’s not working, it’s a bug.
Thanks, @david, that’s a huge help. It still seems a bit wild that any slack user can change what Discourse stuff gets posted to a channel, but I suspect that’s because I don’t understand slack.
I think it depends what kind of community you have in Slack. In my mind there are three main scenarios:
If any member of the public can join your Slack organisation, Slash commands probably aren’t a good idea. In this case it’s probably easiest to just manage the rules from the discourse admin panel.
If you have a fairly open forum, but a closed slack organisation (like I believe the discourse team do), then having slash commands is a nice convenience without any real issue (everyone in slack is trusted).
If you have a roughly 1:1 mapping between forum members and slack members (e.g. a corporate environment), it can be useful to allow individuals to manage the rules in their own slack channel. For example, the dev team might want to watch dev, and the support team support. Rather than forcing all this to be done by a discourse admin, they can do it themselves with slash commands. I think this is how @mcwumbly uses slack integration.
We’re starting to see some healthy adoption of Slack threads in some channels. I was a big skeptic at first, but as people find good patterns for using them, I can see their value. Does the transcript feature work with threads at all?
Should transcript export work with Direct Messages? I just tried with two different ones and it’ll say Loading the transcript... but nothing happens after that.