Slack data source

This topic provides details on how to capture Slack data with the Preservation in-place application.

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Requirements

Before setting up the Slack data source, you must make sure of the following:

  • Your Slack organization must be on the Enterprise Grid Plan. For more information, see Slack's documentation.
  • The person authenticating Slack in Relativity must be in the Legal Holds Admin group. The user should also be a Slack Org Admin.

Considerations

Review the list of considerations before starting your preservation:

  • With the Slack data source, Relativity defaults Slack to All Channels and Direct Messages.
  • Currently, the Non-Custodial Slack Channel Preservation is not supported by Slack Legal Hold.
  • Currently not integrated with GovSlack.

Creating the Slack data source

After going through the

In RelativityOne:

  1. Navigate to the Preservation Data Source tab.
  2. Click the New Preservation Data Source button.
    • Name—enter in a unique name for the data source.
    • Type—select the Slack data source.
  3. Click Save.
  4. In the console, click Authenticate.
    A window from Slack appears after clicking the Authenticate. You must disable pop-ups in your browser to see the window.
    Notes:
    • If you already logged in, you will see a window with an Allow button to authorize the Preservation in-place application. If you did not log in, you must log in as the organization owner. Make sure you enter the organization URL when signing in.
      If you logged into multiple organizations, make sure to select the correct one in the drop-down menu in the top-right corner. If you do not know your organization URL, you can find it in the Overview section of About This Workspace in Slack.
    • Add an organization to the drop-down menu by opening a new window outside of this workflow and sign into another organization. Another option is to log out of the current organization before clicking Install Application and logging in when requested.
  5. Click the Allow button.

Pop-up window that requests permission to access your Slack organization.

After authenticating, you can then validate your credentials.

To validate credentials,

  1. Click the Validate Credentials button in the console.
    This will validate that modern authentication is configured correctly.
  1. If the validation worked correctly, the Validation Status Description field will display Validated. If it did not, the Validation Status Description field will contain the error message and you will need to correct the error.
  2. Once the validation is successful, you can set up preservation holds using the Legal Hold wizard. See Preservations.

Data source details

Each data source details page includes a console to complete actions. Each data source has different actions.

For Slack:

  • Authenticate—click to request permission to the Slack organization.
  • Validate credentials—click to run a validation process with Slack. You can see the result in the Validation Status Description field.
  • Re-validate authentication—click to refresh the status of the credentials. To validate credentials, you must click Validate credentials.

The three buttons in the data source details console.