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Improve the SETUP.md documentation #79

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87 changes: 63 additions & 24 deletions SETUP.md
Original file line number Diff line number Diff line change
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# Create an app
- First, we recommend [creating a new workspace](https://slack.com/get-started#create) where you won’t disrupt real work getting done.
- [Create a Slack app](https://api.slack.com/apps/new) and install it to the new workspace you created.
- Hit the ```Create App``` button and you’ll land on your app’s **Basic Information** page.
![](https://slack.dev/bolt-js/assets/basic-information-page.png)

* First, we recommend [creating a new workspace](https://slack.com/get-started#create) where you won’t disrupt real work getting done.

* [Create a Slack app](https://api.slack.com/apps/new) and install it to the new workspace you created.

* Click on `Create App` button to go to the **Basic Information** page.
![](https://slack.dev/bolt-js/assets/basic-information-page.png)

# Tokens and installing app
- Navigate to the **OAuth & Permissions** on the left sidebar and scroll down to the **Bot Token Scopes** section. Click **Add an OAuth Scope**. CHAOSS Slack bot currently has these [OAuth Scopes](https://docs.google.com/document/d/1NJd-nNKUNb3Q0lRb5cfmUU8kpRcYGjh-vPqpk4CCvic/edit#heading=h.v1ah7sirde2a) enabled, so enable those for full functionality of the bot. If you're adding a new function, you might need more permissions. A comprehensive list of permission scopes is available at [api.slack.com/scopes](https://api.slack.com/scopes).
- Scroll up to the top of the OAuth & Permissions page and click **Install App to Workspace**. You’ll be led through Slack’s OAuth UI, where you should allow your app to be installed to your development workspace.
- Once you authorize the installation, you’ll land on the **OAuth & Permissions** page and see a **Bot User OAuth Access Token**.
![](https://slack.dev/bolt-js/assets/bot-token.png)

* Navigate to the **OAuth & Permissions** on the left sidebar.
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/07be85b8-7b28-4691-aab6-7d847b35c18e)

* Scroll down to the **Bot Token Scopes** section. Click **Add an OAuth Scope**. CHAOSS Slack bot currently has these \[OAuth Scopes]
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/ed6d3dfb-4831-4b43-8b09-15cd7f3445b2) ![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/ff3dda77-f205-4e95-8694-9e3d16594c36)

(https://docs.google.com/document/d/1NJd-nNKUNb3Q0lRb5cfmUU8kpRcYGjh-vPqpk4CCvic/edit#heading=h.v1ah7sirde2a) enabled, so enable those for full functionality of the bot. If you're adding a new function, you might need more permissions. See the set up for adding new functions below.

A comprehensive list of permission scopes is available at [api.slack.com/scopes](https://api.slack.com/scopes).

* Scroll up to the top of the OAuth & Permissions page and click **Install App to Workspace**.
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/550938ed-48f4-4296-9d73-0a3431f30182)
You’ll be led through Slack’s OAuth UI, where you should allow your app to be installed to your development workspace.
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/be6977a7-ec87-4d42-b0fc-bcf09d04474c)
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/6fc1643c-53a8-4b02-b3a7-bb84f2dfc046)
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/3eab21ff-2dbc-4640-81de-245123ac265a)
* Once you authorize the installation, you will be led to **OAuth & Permissions** page and see a **Bot User OAuth Access Token**.
![](https://slack.dev/bolt-js/assets/bot-token.png)

> Treat your token like a password and keep it safe. Your app uses it to post and retrieve information from Slack workspaces.

# Setting up your project
- Navigate to your project folder
```

* Navigate to your project folder

<!---->

$ cd chaoss-slack-bot
```
- Copy your Signing Secret from the Basic Information page and then store it in a new environment variable.
- Copy your bot (xoxb) token from the OAuth & Permissions page and store it in another environment variable.

* Copy your Signing Secret from the Basic Information page and then store it in a new environment variable.
* Copy your bot (xoxb) token from the OAuth & Permissions page and store it in another environment variable.

**For Linux and macOS:**
```
$ export SLACK_SIGNING_SECRET=<your-signing-secret>
```
```
$ export SLACK_BOT_TOKEN=xoxb-<your-bot-token>
```

$ export SLACK_SIGNING_SECRET=<your-signing-secret>

<!---->

$ export SLACK_BOT_TOKEN=xoxb-<your-bot-token>

**For Windows:**

Create a new file in the root of your project, and name it ```.env```. Copy the content of the [.env.example](https://github.com/chaoss/chaoss-slack-bot/blob/main/.env.example) file and paste into your .env file. Insert your tokens into the quotes. Make sure you include the .env file in your [```.gitignore```](https://www.delftstack.com/howto/git/add-file-to-gitignore/) file, to avoid exposing your secret keys.
* Create a new .env file in the root of your project.
* Copy the content(Signing Secret) of the [.env.example](https://github.com/chaoss/chaoss-slack-bot/blob/main/.env.example) file and paste in the new .env file you created.
* Insert your tokens into the quotes. Make sure you include the .env file in your [`.gitignore`](https://www.delftstack.com/howto/git/add-file-to-gitignore/) file, to avoid exposing your secret keys.

# Setting up events

To listen for events happening in a Slack workspace (like when a message is posted or when a reaction is posted to a message) you’ll use the Events API to subscribe to event types.
CHAOSS Slack Bot uses Socket Mode.
- Head to your app’s configuration page (click on the app from your [app management page](https://api.slack.com/apps)). Navigate to Socket Mode on the left side menu and toggle to enable.
- Go to **Basic Information** and scroll down under the App Token section and click **Generate Token and Scopes** to generate an app token. Add the ```connections:write``` scope to this token and save the generated xapp token.
- Scroll down to **Subscribe to Bot Events** and select the events you want your bot to listen to. CHAOSS Slack Bot currently subcribes to [these events](https://docs.google.com/document/d/1NJd-nNKUNb3Q0lRb5cfmUU8kpRcYGjh-vPqpk4CCvic/edit#heading=h.vaz3oyzblsm7). The other available events are documented at [api.slack.com/events](api.slack.com/events).

- Follow the rest of the instructions in the [CONTRIBUTING.md](https://github.com/chaoss/chaoss-slack-bot/blob/main/CONTRIBUTING.md).
* Head to your app’s configuration page (click on the app from your [app management page](https://api.slack.com/apps)). Navigate to Socket Mode on the left side menu and toggle to enable.

* Go to **Basic Information** and scroll down under the App Token section and click **Generate Token and Scopes** to generate an app token. Add the `connections:write` scope to this token and save the generated xapp token.

* Scroll down to **Subscribe to Bot Events** and select the events you want your bot to listen to. CHAOSS Slack Bot currently subcribes to [these events](https://docs.google.com/document/d/1NJd-nNKUNb3Q0lRb5cfmUU8kpRcYGjh-vPqpk4CCvic/edit#heading=h.vaz3oyzblsm7). The other available events are documented at [api.slack.com/events](api.slack.com/events).

* Follow the rest of the instructions in the [CONTRIBUTING.md](https://github.com/chaoss/chaoss-slack-bot/blob/main/CONTRIBUTING.md).

# Adding New Function

After creating your app, you will see the options to add new function to your app.

![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/40c56a46-4c68-4de7-a4ae-e35fddbce4d7)

* Select from the function you want to add from the list of feature provided and follow the prompt.
* Example:
![image](https://github.com/peculiaruc/peculiaruc.github.io/assets/35475543/3462851d-7ccd-476e-9c3d-f0dcaa7d7458)

# Attribution

Adapted from [Getting started with Bolt for JavaScript](https://slack.dev/bolt-js/tutorial/getting-started).