Before team members can use the Slack integration, an administrator must install and configure the required components.
Requirements
The following components are required to use the Slack integration.
- P4 Plan 2024.1 or later
- P4 Plan SDK user for the integration — The integration requires a user to log in to P4 Plan. Add a dedicated SDK user for the integration.
- P4 Plan Slack Bot — The bot is an application connects to Slack and performs actions. When you configure the integration, the bot is configured for you and then you download and run it. The bot must be running for the integration to work.
Installation and configuration
To encrypt all data stored on the P4 Plan Server, use an encrypted disk. If you do not use an encrypted disk, some data related to P4 Plan on the server will remain unencrypted. Only the user running the server should have access to the database, installation, and backup folders.
1. Add an SDK user in P4 Plan for the integration.
2. Add the P4 Plan Slack application to your workspace.
3. Start the Slack integration.
4. Invite the bot to Slack channels.
The P4 Plan Web base URL must be configured to be able to open items using URLs in P4 Plan. See the P4 Plan user documentation for information. the Slack integration must be restarted after this is configured.