Integrate with Slack

Why Integrate with Slack?

The integration of Oracle Content Management with Slack enables you to create an app for Slack that is associated with an Oracle Content Management instance. This allows you to use Slack to share and collaborate on documents stored in Oracle Content Management and still control whether a Slack user has permissions to view, download, or edit shared documents.

Prerequisites

There are prerequisites to integrating Oracle Content Management with Slack. Integrations generally require configurations in both applications that are being integrated. So check the documentation on both sides.

  • You must have the necessary accounts and permissions to create apps for Slack. The app for Slack is used when integrating with Oracle Content Management, and creating the app is done on the Slack website at https://api.slack.com/apps.
  • On the Oracle Content Management (OCM) side, you will need an Oracle Cloud account, an OCM instance, and be assigned with the right access role.

Integration Process

Integrating Slack with Oracle Content Management consists of these steps:

  1. Enable and Configure Integration with Slack in Oracle Content Management. You must configure the integration for a specific Oracle Content Management instance.
  2. Create an App for Slack Using the Slack Website and Install. You’ll need to create and install the app either to a specific workspace or as an enterprise org app, and paste in the JSON-formatted configuration copied from the manifest when configuring the integration. Then by installing the app, the configuration is verified, and app credentials are generated.
  3. Add the App Credentials to Oracle Content Management. When the Slack app is installed, authentication credentials and tokens are generated which must be entered in the Oracle Content Management integration configuration dialog.

Enable and Configure Integration with Slack in Oracle Content Management

Integration with Slack is disabled by default. You must associate a specific Oracle Content Management instance with the app for Slack and provide app credentials so that Oracle Content Management has access to the Slack API.

  1. Log in to the Oracle Content Management web interface as a service administrator.

  2. Click Integrations in the Administration section of the navigation menu on the left. If you don’t see this option, then you don’t have the required access privileges.

  3. Ensure integration with Slack is enabled. If the integration configuration dialog does not display, click the configuration icon.

  4. In the first page of the integration with Slack configuration dialog, enter a name, description, and command name for the app for Slack. The command name is a slash /command shortcut you create to request access to your Oracle Content Management instance; for example, /sharecontent. Choose the command name carefully as it is difficult to change once it is defined.

  5. Check Enable as Enterprise Org app if you are using an Enterprise Grid.

    Note:

    If enabled as an enterprise org app, Slack users will still need to approve the app and select a workspace on which it will be used. This offers more control, as your organization may have hidden workspaces or workspaces with more stringent security requirements.
  6. Click Get Manifest.

    The manifest is a JSON-formatted configuration that includes the name and description you entered and the necessary URLs for Slack to handle requests, events, and authentication redirects associated with this specific Oracle Content Management instance.

  7. Select and copy the text displayed in the manifest, then click Save.

Note:

Don’t exit out of the integration with Slack configuration dialog until after you’ve provided the client ID, the client secret, the signing secret, and the OAuth token. These app credentials are not generated until you’ve created the Slack app on the Slack website and installed the app.

Create an App for Slack Using the Slack Website and Install

Creating an app for Slack that is used when integrating with Oracle Content Management is done on the Slack website at https://api.slack.com/apps. You must have the necessary accounts and permissions to create Slack apps.

  1. Make sure you are signed in to Slack and go to https://api.slack.com/apps.

  2. Click Create New App.

  3. Opt to create the app from an app manifest.

  4. Select to install as an org app or select a workspace to create your app in. This is the workspace you’ll install the app in as well. Once selected, click Next.

  5. Overwrite the sample JSON-formatted manifest with the manifest you copied when configuring Oracle Content Management integration with Slack and click Next.

  6. Review the summary. If anything is incorrect, you’ll need to go back and manually edit the manifest.

  7. Add the Oracle Content Management icon:

    1. Download the icon from the Oracle content delivery network at https://static.ocecdn.oraclecloud.com/cdn/cec/ocmslack/v1.0.0/images/ocm-1024.png.

    2. Scroll the summary page to the display information section and click Add app icon.

    3. Browse to the Oracle Content Management icon and select it.

    4. Set the background color to #564162 to match the color used in the icon.

  8. When finished reviewing the summary and adding the app icon, click Create.

  9. If installing the Slack app as an org app, you may need to check Enable as Enterprise Org app.

  10. Click the install button to install the app and generate the OAuth token.

Add the App Credentials to Oracle Content Management

Once all the credentials required by Oracle Content Management are generated, they must be added to the configuration.

  1. Copy the values for the client ID, the client secret, the signing secret, and the bot user OAuth token from the app for Slack information page to the appropriate fields on the second page of the integration with Slack configuration dialog in Oracle Content Management.

  2. When finished, click Save.

  3. Optionally, enable Show content previews within Slack. This option allows links used in Slack to show a preview image of content in Oracle Content Management, provided the Slack user has permissions to view the content.

Note:

If installing the app for Slack to a specific workspace and the configuration is finished, everyone who needs access to the app will have to connect it to their Slack client using the Slack app directory in Slack.