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Slack Enterprise: How to Connect and Collect

Onna Support
  • Updated

In this article: 

 

Slack Enterprise Overview

Slack is a team communication and collaboration tool. Onna integrates with Slack's Discovery API to extract all related data and metadata from entire Slack workspaces, specific user accounts, specific channels, and/or private/multiparty chats. The Discovery API does need to be enabled on your Slack Enterprise Grid Account if it hasn't been already.

 

Connector Features
Authorized Connection Required? Yes Is identity mapping supported? Yes
Audit logs available? Yes Admin Access? Yes
Supports a full archive? Yes Custodian based collections? Yes
Preserve in place with ILH? Yes Resumable sync supported? Yes
Supports Onna preservation? Yes Syncs future users automatically? Yes

Sync modes supported:

  • One-time sync
  • Auto-sync and archive
 Is file versioning supported? Yes
 
Types of Data Collected Metadata Collected
  • All or selected workspaces
  • All or selected channels, both private and public
  • Messages posted on channels
  • Direct messages (DMS)
  • Multi-person instant messages (mpim)
  • Edited and deleted messages (only available if 'Keep Everything' is selected as a setting in Slack Enterprise)
  • Files posted on channels, DMs and mpims
  • Recorded Slack audio and video clips
  • Posts created in the files section, channels, DMs and mpims
  • Snippets created in the files section, channels, DMs and mpims
  • Files sent in DMs and mpims
  • All Slack Emoji and Custom Emoji reactions (On initial sync), DMs and mpims
  • GIFs
  • Slack Huddle data including:
    • Default Huddle message
    • Timestamp
    • Any conversation/messages that took place during the call as a thread.
    • Huddle specific metadata
  • Slack Canvas data including:
    • Shared and Unshared Canvases
    • Text
    • Images
    • Links
    • Canvas specific Metadata
  • Modern attachments (only from Google Workspace accounts with an authorized connection in Onna) 
 In addition to standard metadata (file name, file size, etc) Onna also collects the following Slack specific metadata: 
  • Workspace ID-The text identifier field used to identify the workspace
  • Workspace name-The name of a workspace in Slack
  • Conversation ID- Text identifier field used to identify the conversation
  • Conversation name- Categorizes the kind of conversation. For Slack this includes channels, groups (private channels), or DMs (direct messages). For Teams, channels or chat.
  • Conversation type-For conversations with a channel name, the channel name, otherwise a descriptor for the type of conversation.
  • MessageList- All messages will include the Message id, author, and reactions to the message. If the message is a huddle, the following metadata will be included in the message list: 
    • Room created by- User who initiated the call
    • Room start date, Room end date- Timestamp when the call took place
    • Room participant history- Participants
    • Permalink- Call URL
    • Room id- Huddle unique identifier
    • Was rejected- Indicates if a huddle was rejected or not. True or False as possible values
    • Was missed- Indicates if a huddle was missed or not. True or False as possible values
    • Was accepted- Indicates if a huddle was accepted or not. True or False as possible values

If you created a Slack Enterprise authorized connection prior to August 22, 2023 and want to collect custom Emojis you will need to set up a new authorized connection. Your existing authorized connections can remain as they are. With the new authorized connection, your existing connections will also be updated.

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Slack Enterprise Considerations

Canvas

  • When collecting a Canvas from Slack Enterprise, the Canvas rendering in Onna does not include emojis or embedded Canvases. Additionally we do not currently support the collection of inline comments or revisions. 

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Slack Enterprise Requirements

Before setting up a new sync using the Slack Enterprise connector you will need to have access to authorized connection credentials in Onna. To learn more about how to set up and share an authorized connection visit the article, Creating and Managing Authorized Connections in Onna.

In order to set up an authorized connection for Slack Enterprise you will need the following information: 

    1.  Slack Org Owner Account.
      The credentials for the account are needed to establish an authorized connection. It is recommended to use a service account to establish the connection. 
    2. Slack Discovery API
      The Slack Discovery API must be enabled on the account. To enable the Slack Discovery API an Org Owner needs to email exports@slack.com to say they'd like to enable the Discovery APIs for their organization.

      Slack will promptly enable the org after verifying the email address matches an Org Owner. If Slack fails to respond, you  can use the below URL to verify the status of the Discovery API: https://my.slack.com/services/export

To access certain features in Onna, such as Integrated Legal Holds, you need to have access to Slack Enterprises’s Legal Holds API

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How to Connect and Collect Using Slack Enterprise

Once you have the authorized connection credentials necessary you can set up a new sync by following the steps below:

Creating a Non Custodian-Based Collection in Slack Enterprise 

Step 1

Navigate to the workspace where you want to set up your sync.

Inside that workspace click on the ‘+’ icon in the upper right corner of the screen to ‘Add source’. 

 

 

Step 2

You will now see a list of all sources enabled for your organization. Find and select the ‘Slack Enterprise’ source.

 

 

Step 3

You’ll now define the basic information for your new sync, including: 

a. The name of your sync (We will autofill this field with the name of your source, but you can change it) 

b. They sync mode you’d like to use

c. The start date for your sync (Note: If you’re choosing a one-time sync you’ll enter an start and end date for your sync)

d. Optional: If you need to, you can switch the authorized connection credentials you want to use to set up the sync by clicking switch account

e. Once you’ve selected the right account select the blue ‘Continue as...’ button

Step 4

Next, you will select the content you want to include in the sync. To do so you will: 

a. Select the type of direct messages you’d like to include in your sync. 

b. Select the type of channels you’d like to include in your sync. 

c. Select 'Modern attachments' to collect attachments from Google Workspace accounts with an authorized connection in Onna. Then, select the GWS authorized connection you'd like to use for the collection from the 'Account credentials' dropdown.

Note: If the account you want to use is not in the 'Account credentials' dropdown, you can click 'Use another account'. You will then be redirected to Authorized Connections to add new credentials. This will cancel your source creation and you will need to start the Slack collection workflow again once you've added new credentials. 

 4 non cust slack.png

Step 5a

Your next step is to define the workspaces you want to include in your sync. 

Please note: this screen will NOT appear if you are not performing a custodian based collection and are only collecting only direct messages and multiparty messages.  

a. Select the workspaces you want to include in your sync

b. Loading large numbers of Multi-workspace channels can take a significant amount of time across large enterprise accounts. For Multi-workspace channels you have the option to not load, load all, or load only those channels for selected workspaces:

Do Not Load - This option will not load any organization or multi-workspace channels

Load All - This will load all organization and multi-workspace channels independent of the workspaces selected

Load only those for selected workspaces- This option will load all organization-wide channels, but filter the multi-workspace channels to include only those from the selected workspaces. In order to filter these channels, a number of requests need to be made, which causes this option to take the longest.

Step 5b

You’ll now scroll down to the bottom of the ‘Workspaces’ screen. At the bottom you will: 

a. Check the box next to ‘Collect channels shared with external partners’ to add external channels to your sync or leave unchecked to exclude them. 

b. Check the box next to ‘Sync future workspaces’ to sync workspaces added to your Slack account in the future or leave unchecked to to exclude future channels from your sync. 

c. Click the blue ‘Next’ button. 

 

Step 6

Your next step is to select the channels you want to include in your sync. 

a. Select the channels from the list or click ‘Select all’ to include all channels. 

b. To sync future channels that are added, make sure the option to ‘Sync future channels’ is checked. 

c. Click the blue ‘Done’ button

Step 7

On the next screen you will see 

a. All users’ and their email domains selected 

b. At the bottom of this screen you will have the option to sync future users. To do so, check the box next to ‘Sync future users from selected domains’ When this option is selected any user created in the future from the selected domain will sync into Onna. However, if you would like to add additional domains to sync future users please reach out to the Onna

c. Then, click the blue 'Done' button to finish setting up your new sync. 

 7

Step 8

Your sync is now in progress and visible inside the workspace you added it to. Learn more about How to Monitor Your Source Sync Status 

 

 

 

Creating a Custodian-Based Collection in Slack Enterprise

Step 1

Navigate to the workspace where you want to set up your sync.

Inside that workspace click on the ‘+’ icon in the upper right corner of the screen to ‘Add source’. 

 

 

Step 2

You will now see a list of all sources enabled for your organization. Find and select the ‘Slack Enterprise’ source.

 

 

Step 3

You’ll now define the basic information for your new sync, including: 

a. The name of your sync (We will autofill this field with the name of your source, but you can change it) 

b. They sync mode you’d like to use

c. The start date for your sync (Note: If you’re choosing a one-time sync you’ll enter an start and end date for your sync)

d. Optional: If you need to, you can switch the authorized connection credentials you want to use to set up the sync by clicking switch account

e. Once you’ve selected the right account select the blue ‘Continue as...’ button

Step 4

Next, you will select the content you want to include in the sync. To do so you will: 

a. When performing a custodian-based collection, toggle to ‘On’.

b. Select the type of direct messages you’d like to include in your sync. 

c. Select the type of channels you’d like to include in your sync. 

d.Select 'Modern attachments' to collect attachments from Google Workspace accounts with an authorized connection in Onna. Then, select the GWS authorized connection you'd like to use for the collection from the 'Account credentials' dropdown.

Note: If the account you want to use is not in the 'Account credentials' dropdown, you can click 'Use another account'. You will then be redirected to Authorized Connections to add new credentials. This will cancel your source creation

4 cust Slack Ent.png

Step 5

You’ll now add the users you’d like to include in your sync. You can do this by either: 

a. Manually adding users' email addresses. Or, 

b.Loading users via a list or from a CSV by clicking ‘Load users’.

 

 

Step 6

If you select users from a list you will be directed to a screen where you can

a. select the users you want to include, or click ‘Select all’ to include all users. 

b. Then, click the blue ‘Next’ button

 

Step 7a

Your next step is to define the workspaces you want to include in your sync. 

a. Select the workspaces you want to include in your sync

b. Loading large numbers of Multi-workspace channels can take a significant amount of time across large enterprise accounts. For Multi-workspace channels you have the option to not load, load all, or load only those channels for selected workspaces:


Do Not Load - This option will not load any organization or multi-workspace channels

Load All - This will load all organization and multi-workspace channels independent of the workspaces selected

Load only those for selected workspaces- This option will load all organization-wide channels, but filter the multi-workspace channels to include only those from the selected workspaces. In order to filter these channels, a number of requests need to be made, which causes this option to take the longest.

Step 7b

You’ll now scroll down to the bottom of the ‘Workspaces’ screen. At the bottom you will: 

a. Check the box next to ‘Collect channels shared with external partners’ to add external channels to your sync or leave unchecked to exclude them. 

b. Check the box next to ‘Sync future workspaces’ to sync workspaces added to your Slack account in the future or leave unchecked to to exclude future channels from your sync. 

c. Click the blue ‘Next’ button. 

Step 8

Your next step is to select the channels you want to include in your sync. 

a. Select the channels from the list or click ‘Select all’ to include all channels. 

b. To sync future channels that are added, make sure the option to ‘Sync future channels’ is checked. 

c. Click the blue ‘Done’ button

Step 9

Your sync is now in progress and visible inside the workspace you added it to. Learn more about How to Monitor Your Source Sync Status 

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