Table of contents

This article outlines what the Slack Federated Search Connector is, and includes steps on how to install and authorize the Search Connector.

What is it?

The Slack Federated Search Connector allows you to search content in Slack from the comfort of your Happeo search bar. The features of the Search Connector include:

  • Slack results show in Happeo’s Search Suggestions
  • A new Search Tab is added for Slack results in Happeo’s Search
  • Specific filters are available for Slack Search Results
  • Clicking a Search Result will open your Slack desktop app if installed (or browser if not installed)

How to Install

Installing the Search Connector in Happeo

To install the Slack Federated Search Connector, you can:

  1. Navigate to the Admin Settings by clicking your Happeo avatar and selecting Admin Settings
  2. Click Apps
  3. Select (or search for) the Slack Search Connector
  4. Click Add to Happeo
  5. Once you’ve clicked Add to Happeo, you will receive a notification stating that you’ve installed the Search Connector successfully. To finalize this process, you will need to enable the Search Connector in the Search Settings. You can click Take me there within the notification to complete this process
    1. If you don’t receive a notification, you can also select the Search tab within the Admin settings
  6. Within the Search tab, find the Slack app and toggle the options you wish to have enabled. You can choose between / both:
    1. Show in search (full search overview)
    2. Show in search predictions (search bar autocomplete)

Federated_Search_3.png

Slack Workspace

After installing the Slack Federated Search Connector in Happeo, you will need to adjust the settings in your Slack Workspace to ensure that other users within your Workspace can authorize the Search Connector.

  1. As a Slack Workspace owner, navigate to the Admin Settings of your Slack Workspace
  2. Click the Menu button at the top left corner of the page
  3. Click Configure apps
  4. Select App Management Settings in the left navigation
  5. Toggle OFF Only allow apps from the Slack App Directory
    1. The reason for this is that the Happeo Search Connector is outside of the Slack Directory
  6. Toggle ON Require App Approval
    1. By toggling on this option, members of your Slack Workspace will only be able to install pre-approved apps. Whether the app is inside or outside of the Slack Directory, users will only be able to enable, install and use what you (the Admin) have set. This removes any lack of security that toggling off the toggle as mentioned earlier may introduce
  7. Navigate to the Happeo Slack Federated Search Connector app (in Slack)
  8. Approve the application

How to authenticate

Once the Slack Federated Search Connector has been successfully installed, and the settings have been adjusted in the Slack Workspace, regular users will need to authenticate the Search Connector

To authenticate the Search Connector, as a regular user, you can:

  1. Type in what you are looking for in Happeo’s Search Bar
  2. Hit Enter or scroll down through the Search Results and click See all results for: “(what you typed in)”. This will bring you to a new window
  3. At the top of the page, you will see a list of tabs, some of which include Search Connectors that have been enabled by your platform Admin. Click Slack
  4. A message will appear indicating that you have not authorized the Search Connector. Click Authorize and follow the instructions
  5. Once you have logged in and authorized the Search Connector, navigate to Happeo and refresh the page. You should now be able to view Search Results in both the Search Predictions and the Search Overview for Slack (depending on what the platform Admin has enabled in terms of the Search Connector Settings)

How to uninstall

Uninstalling the Slack Federated Search Connector is simple! 

As an Admin, you can navigate to the:

  1. Admin Settings (by clicking your avatar)
  2. App
  3. Click the Slack Search Connector
  4. Select Uninstall
  5. Click Yes, uninstall
Previous
Next
8980340482577