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Introduction

The Mattermost integration connects Rootly with your Mattermost workspace so responders can work from chat while Rootly keeps the incident record up to date. This integration is best for teams that use Mattermost as a primary collaboration tool and want to manage incidents without constantly switching between Mattermost and the Rootly web app. With the Mattermost integration, you can:
  • Declare incidents directly from Mattermost with slash commands
  • Automatically create a dedicated Mattermost channel for each incident
  • Mitigate and resolve incidents from the incident channel
  • Guide responders through a consistent incident workflow from chat
  • Keep Rootly and Mattermost in sync during the incident lifecycle

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Before You Begin

Before setting up the integration, make sure you have:
  • A Rootly account with permission to manage integrations
  • Access to your Mattermost workspace
  • Permission to create and configure an OAuth 2.0 application in Mattermost
You will need to register both of the following redirect URLs in Mattermost:
  • https://rootly.com/auth/mattermost/callback
    Used when an admin installs the Mattermost integration in Rootly
  • https://rootly.com/auth/sign_in_mattermost/callback
    Used when individual users connect their Mattermost account with /incident connect

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Installation

Create an OAuth 2.0 application in Mattermost

In Mattermost, navigate to Menu > Integrations, then open OAuth 2.0 and create a new OAuth application.

Add Rootly callback URLs

In the Mattermost OAuth application, add both of the following redirect URLs:https://rootly.com/auth/mattermost/callbackhttps://rootly.com/auth/sign_in_mattermost/callbackThe first URL is used when an admin installs the Mattermost integration in Rootly. The second is used when individual users connect their Mattermost account with /incident connect.

Copy the OAuth credentials into Rootly

After saving the OAuth application in Mattermost, copy the client_id and client_secret into the Mattermost integration settings in Rootly.

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Configuration

Open the Mattermost integration settings in Rootly

In Rootly, navigate to Configuration > Integrations > Mattermost > Configure.Mattermost integration settings

Review channel and incident creation settings

In the configuration panel, you can define how Rootly works with Mattermost during incident creation and response.Available options include:
  • Channel title for incident channels
  • Whether to automatically create a Mattermost channel when an incident is declared
  • Whether incident channels should always be private
  • Which fields appear in the incident creation wizard
  • Which incident events should be posted into the Mattermost channel, including:
    • Incident created
    • Incident mitigated
    • Incident resolved
    • Incident cancelled
You can also control what data responders are asked to provide during incident creation so the Mattermost experience matches your team’s incident process.Mattermost configuration options

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Connect Your Mattermost Account

Each user who wants to manage incidents from Mattermost must complete this step.

Run the connect command in Mattermost

After the integration is installed, run /incident connect in Mattermost to start linking your Mattermost account to Rootly.

Open the authorization flow

Rootly will respond with a bot message that includes a Connect now action.Mattermost connect prompt

Authorize access to complete the connection

Click Connect now, then click Allow to authorize access and finish linking your Mattermost account.Mattermost authorize accessOnce connected, you are ready to manage incidents in Rootly through Mattermost.

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Managing Incidents from Mattermost

Once your Mattermost account is connected, you can use slash commands to declare incidents, update incident status, and move through the incident workflow directly from Mattermost.

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Declare an Incident

Declare an incident from Mattermost

To declare a new incident from Mattermost, use one of the following commands:
  • /incident new
  • /incident create
  • /incident declare
You can run these commands in any Mattermost channel.
Mattermost prompts you to enter the incident details.Create an incident from MattermostWhen the incident is created:
  • A new incident is created in Rootly
  • A dedicated Mattermost channel can be created automatically, depending on your configuration

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Mitigate an Incident

Mitigate an incident from Mattermost

To mark an incident as mitigated, run either of the following commands in the incident-specific Mattermost channel:
  • /incident mitigate
  • /incident mitigated
These commands must be run from the Mattermost channel created for that incident.
Mitigate an incident from Mattermost

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Resolve an Incident

Resolve an incident from Mattermost

To resolve an incident, run either of the following commands in the incident-specific Mattermost channel:
  • /incident resolve
  • /incident resolved
These commands must be run from the Mattermost channel created for that incident.
Resolve an incident from Mattermost

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View Available Commands

View available Mattermost commands

If you need a reminder of the available Mattermost commands, run:
  • /incident help
This shows the current list of supported commands.Mattermost incident help command

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Uninstall

To remove the Mattermost integration, go to the integrations panel and select Configure > Delete.