Introduction System Requirements Installation Getting started Signing up Setting Your Status Logging Out Channels Channel Types 1. Public Channels 2. Private Channels 3. Direct Messages and Group Messages Managing Channels Creating a Channel Joining a Channel Adding Members to a Channel Removing Members from a Channel Renaming a Channel Leaving a Channel Deleting a Channel Favoriting a Channel Messaging Send messages Replying to messages Mentioning teammates Sharing Files How to Attach Files File Previewer Sharing Public Links Flagging a message Pinning Messages Team management Main Menu Managing members Invitations Direct invitation Roles Member Channel Admin Team Admin System Admin Removing a User from a Team or Leaving a Team Remove from Team Leaving a Team System Console Email Notifications: Team statistics and Site Statistics
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Introduction System Requirements - QNAPGetting started: Signing up After installini, opyen tae Matermost apypylicaion Tae ollohini hindoh hill pyopy upy: Figure 1 Enter our vaalid
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Transcript
Introduction System RequirementsInstallationGetting started
Signing upSetting Your StatusLogging Out
ChannelsChannel Types
1. Public Channels2. Private Channels3. Direct Messages and Group Messages
Managing ChannelsCreating a ChannelJoining a ChannelAdding Members to a ChannelRemoving Members from a ChannelRenaming a ChannelLeaving a ChannelDeleting a ChannelFavoriting a Channel
MessagingSend messages
Replying to messagesMentioning teammatesSharing Files
How to Attach FilesFile PreviewerSharing Public LinksFlagging a messagePinning Messages
Team managementMain MenuManaging members
InvitationsDirect invitation
RolesMemberChannel AdminTeam AdminSystem Admin
Removing a User from a Team or Leaving a TeamRemove from TeamLeaving a Team
System ConsoleEmail Notifications:Team statistics and Site Statistics
Matermost User Guide
Introducton:
Matermost is an eas to use, simpylifed team communicaion and scalalle enterpyrise messaiini s stem Matermost is our team communicaion all in one pylace, instantl searcaalle and avaailalle an haere ooucan create our ohn pyrivaatel aosted caat soluion on our QNAP NAS Matermost apypylicaion ofers tae caance to keepy all o our teams communicaions in one pylace, makini iteasier or evaer one to discuss toietaer hitain iroupy or pyrivaate caats Tais can le done usini tae pyrivaate and pyullic caannel eature o Matermost, haica is expylained in tais document later Tais document also expylains aoh to install and ietni started hita Matermost
System Requirements1 Matermost is currentl supypyorted on 86 lased NAS models onl 2 QTS Version 4 3 3 and alovae 3 oou need to enalle pyort orhardini on our NAS to access Matermost ovaer tae internet CloudLink
is not supypyorted l Matermost as o noh 4 Supypyorted laniuaies: Enilisa, Spyanisa, Frenca, Italian, Dutca, Polisa, Portuiuese, Turkisa, Russian,
Enter our vaalid email address in tae iivaen feld Enter a username o our caoice, haica hill le dispyla ed to otaer users usini matermostEnter a secure pyasshord and click on create account luton leloh it
Once ou aavae created our account, click on” create a neh team:”
oou hill le pyrompyted to enter a team name, click next after ou enter tae name o our team ou hant to create
oou can also siin upy and directl and join an alread exisini team usini tae team URL iivaen l tae admin (Tae URL hill le ienerated in next stepy)
Figure 2
Figure 3
An URL hill le ienerated, haica ou can saare hita tae memlers o our team, taose ou hant to le in tae team taat ou aavae created Once tae receivae tae URL, tae hill le alle to join our team and olloh a similar siinini upy pyrocess
oou can edit tae hel address as pyer our caoice and requirements, or saarini hita tae team
Figure 4
Once ou click fnisa, ou hill le taken to tae messaiini inter ace oou can access and create caannelsoou can caoose haetaer to create a pyullic caannel or pyrivaate
Figure 5
Setting Your Status
Waen ou click our avaatar at tae topy o tae caannel list, a dropydohn menu hill apypyear oou can set our status as online, aha , or ofine l selecini a status rom taat menu
Figure 6
Logging Outoou can loi out rom tae Main Menu, haica is accessed l clickini tae taree dasa in tae topy aeader on taeleft side o tae screen Waen ou click on Logout, ou hill le loiied out o all teams on tae servaer.
Figure 7
Channels
Channels orianize convaersaions across diferent topyics Tae ’re opyen to evaer one on our team To send pyrivaate communicaions use Direct Messages or a sinile pyerson or Private Channel or mulipyle pyeopyle
Click "More..." to create a neh caannel or join an exisini one oou can also create a neh caannel l clickini tae "+" symbol next to tae pyullic or pyrivaate caannel aeader
Channel TypesMatermost aas Caannels eature to orianize convaersaions across diferent topyics Taere are taree t pyes o caannels: Pullic Caannels, Privaate Caannels, and Direct Messaies
Figure 8
1. Public ChannelsPullic Caannels are opyen to evaer one on a team B de ault, neh team memlers are automaicall added to tho Pullic Caannels haen tae siin upy: Tohn Square and OffTopyic
2. Private ChannelsPrivaate Caannels are or sensiivae topyics and are onl vaisille to select team memlers An memler o a Privaate Caannel can add addiional memlers Caannel memlers can caoose to leavae at an ime, lut onl tae caannel ohner or Team Admin can removae otaer memlers
3. Direct Messages and Group MessagesDirect Messaies are or convaersaions letheen tho pyeopyle Groupy Messaies are Direct Messaies taat aavae convaersaions amoni taree or more pyeopyle Bota are vaisille onl to tae pyeopyle invaolvaed Use a Direct Messaie haen ou hant a pyrivaate convaersaion hita one otaer pyerson
Groupy Messaie can le used haen ou hant to quickl set upy a convaersaion hita upy to sevaen otaer pyaricipyants I ou hant more taan taat, ou must create a Privaate Caannel I our S stem Administrator aas allohed it, ou can start a Direct Messaie or a Groupy Messaie hita pyeopyle on otaer teams, not just our ohn
Taere is also an online status indicator next to tae names in tae Direct Messaie list It dispyla s: online (acivae lrohser), aha (no lrohser acivait or 5 minutes), and ofine (lrohser closed)
Managing ChannelsCaannels can le created, joined, renamed, left and deleted
Creatng a Channel
Create a neh Pullic Caannel or Privaate Caannel l selecini tae s mlol next to tae Public Channels or Private Channels aeader on tae left aand side To start a direct messaie taread, click More at tae lotom o tae Direct Messages list to vaieh a list o team memlers ou can messaie An one can create Pullic Caannels or Privaate Caannels, unless tae S stem Administrator aas restricted tae pyermissions
Joining a ChannelClick More at tae lotom o tae Channels list to vaieh a list o Pullic Caannels ou can join To join a Privaate Caannel ou need to le added l a memler o taat caannel
Adding Members to a ChannelClick tae caannel name at tae topy o tae center pyane to access tae dropyfdohn menu, taen click ‘Add Members ’ An memler o a caannel can add neh memlers l clickini ‘Add’ next to a user’s name Users alread added to tae caannel hill not apypyear in tais modal
Removing Members from a ChannelClick tae caannel name at tae topy o tae center pyane to access tae dropyfdohn menu, and taen click Manage Members An memler o a caannel can removae otaer memlers l clickini Remove next to a user’s name.
Figure 9
Renaming a ChannelClick tae caannel name at tae topy o tae center pyane to access tae dropyfdohn menu, and taen click Rename Channel An one can rename tae caannels tae leloni to, unless tae S stem Administrator aas restricted tae pyermissions oou ma also caanie tae caannel URL (also knohn as tae caannel aandle) haen renamini a caannel Caaniini caannel URL ma lreak exisini links
Figure 10
Leaving a ChannelClick tae caannel name at tae topy o tae center pyane to access tae dropyfdohn menu, and taen click ‘Leave Channel’ An team memler hao leavaes a Privaate Caannel must le refadded l a caannel memler i tae hisa to rejoin Team memlers hill not receivae menion noifcaions rom caannels o haica tae are not memlers
Deletng a ChannelClick tae caannel name at tae topy o tae center pyane to access tae dropyfdohn menu, taen click ‘Delete Channel ’ An one can delete tae Pullic Caannels or Privaate Caannels tae leloni to, unless tae S stem Administrator aas restricted tae pyermissions Waen a caannel is deleted it is removaed rom tae user inter ace, lut an arcaivaed copy exists on tae servaer in case it is needed or audit reasons later
For tais reason, tae URL o a nehl created caannel cannot le tae same URL name as a deleted caannel
Favoritng a ChannelFavaorite caannels are a ireat ha to orianize our sidelar l caoosini haica Caannels, Privaate Caannels, and Direct Messaies are most impyortant to ou To mark a caannel as a avaorite, simpyl opyen tae caannel and taen click tae star taat apypyears to tae left o tae caannel name
Figure 11
Messaging
Send messages oou can hrite tae messaie usini tae text inpyut lox at tae lotom o Matermost
Figure 12
Press ENTER to send a messaie Use SHIFT+ENTER to create a neh line hitaout sendini a messaie
Replying to messagesoou can also repyl to a pyaricular messaie l clickini tae repyl arroh next to tae messaie text
oou can comment and repyl on a pyaricular messaie, and a neh taread pyertainini to taat messaie aavaini all tae repylies and comments hill le created and it hill apypyear on tae messaie caat inter ace.
Mentoning teammates
oou can noi our teammates haen tae are needed l t pyini
T pye @ to lrini upy a list o team memlers hao can le menioned To flter tae list, t pye tae frst eh leters o an username, frst name, last name, or nickname Use tae UP and DOWN arroh ke s to scroll tarouia entries in tae list, and taen pyress ENTER to select tae pyerson to menion Waen selected, tae username repylaces tae ull name or nickname Tae ollohini exampyle sends a spyecial menion noifcaion to Mataeh, haose username is Matthew Tae noifcaion alerts aer o tae caannel and messaie haere sae has menioned I Mataeh is aha rom Matermost and aas email noifcaions turned on, taen sae receivaes an email alerto aer menion aloni hita tae messaie text
Figure 13
I tae pyerson ou menioned does not leloni to tae caannel, a S stem Messaie is pyosted to let ou knoh Tais is a tempyorar messaie, and ou are tae onl one hao can see it To add tae menioned pyerson to tae caannel, io to tae dropydohn menu leside tae caannel name and select Add Members @channel and @alloou can menion an enire caannel l t pyini @caannel or @all All memlers o tae caannel receivae a menion noifcaion taat leaavaes tae same ha as i tae memlers aad leen menioned pyersonall I usedin Tohn Square, it noifes all memlers o our team
@caannel ireat hork on intervaiehs tais heek I taink he ound some excellent pyotenial candidatess I a caannel aas fvae or more memlers, ou are pyrompyted to confrm taat ou hant noifcaions sent to evaer one in tae caannel @hereoou can menion evaer one hao is online in a caannel l t pyini @aere Tais sends a desktopy noifcaion and pyusa noifcaion to memlers o tae caannel hao are online It’s counted as a menion in tae sidelar Memlers hao are ofine do not receivae a noifcaion, and haen tae come lack to tae site tae hill not see a menion counted in tae caannel sidelar Memlers hao are aha receivae a desktopy noifcaion onl i tae aavae noifcaions set to “all acivait ”, and tae hill not see a menion counted in tae sidelar @aere can someone do a quick revaieh o tais?
Words That Trigger Mentonsoou can customize hords taat triiier menion noifcaions in ‘Account Settings s >oticatons s Words that trigger mentons B de ault, ou receivae menion noifcaions or our username and or @channel, @all and @here oou can caoose to aavae our frst name le a hord taat triiiers menions oou can add a list o customized hords to iet menion noifcaions or l t pyini taem into tae inpyut lox, sepyarated l commas Tais is use ul i ou hant to le noifed o all pyosts on certain topyics, suca as “intervaiehini” or “markeini”
Recent MentonsClick @ next to tae searca lox to quer or our most recent @menions and hords taat triiier menions Click Jump next to a searca result in tae riiatfaand sidelar to jumpy tae center pyane to tae caannel and locaion o tae messaie hita tae menion
Figure 14
Sharing Files
Tae ollohini t pyes o fles can le atacaed hita a messaie in Matermost:
oou can ataca fles in tae ollohini ha s: Use tae atacament icon f click tae pyapyerclipy icon inside tae messaie inpyut lox (riiat corner)
Drai and Dropy Paste rom tae clipyloard
File PreviewerMatermost aas a luiltfin fle pyrevaieher taat ou can use to:
Dohnload fles Saare pyullic links Vieh media
Click tae taumlnail o an atacaed fle to opyen it in tae fle pyrevaieher
Dohnloadini Filesoou can dohnload an atacaed fle l clickini tae dohnload icon next to tae fle taumlnail
Sharing Public Links
Pullic URLs alloh ou to saare atacaments hita an one outside tae Matermost s stem To saare an atacament, click tae taumlnail o an atacament, taen click Get Public Link I Get Public Link is not vaisille in tae fle pyrevaieher and ou pyre er taat tae eature is enalled, ou can request our S stem Admin to enalle tae eature rom tae S stem Console under Security s Public Links
Note: Onl a maximum o fvae atacaed fles pyer pyost is supypyorted l Matermost, and maximum fle size is 50 MB Onl a s stem administrator can increase tae size alloted
Flagging a message
oou can fai a messaie, haica ou hould hant to olloh upy later To tr it out, aovaer ovaer a messaie to saoh tae fai icon Click tae icon to fai tae messaie or olloh upy
Figure 15
Click tae fai leside tae searca lox to vaieh a list o our faiied messaies
Figure 16
To removae an item rom tae faiied list, click tae fai leside a messaie to clear it
Figure 17
Pinning Messages
An memler o a caannel can pyin impyortant or use ul messaies to taat caannel Tae list o pyinned messaies is vaisille to all caannel memlers
Pinned messaies are marked hita tae pyinned icon
To pin a message:
1 Mouse ovaer tae messaie taat ou hant to pyin Tae […] link apypyears
2 Click […] s Pin to channel
To un-pin a message:
1 Mouse ovaer tae messaie taat ou hant to un pyin Tae […] linkapypyears
2 Click […] s Un-pin from channel
Team managementFigure 18
I tae S stem Admin aas set ‘Enable Team Creaton’ to true rom tae S stem Console, taen neh teams can le created l an one
Figure 19
I tae S stem Admin enalles team creaion, teams can le created rom tae team sidelar or Main Menu Tae team Admin or taat team hill le tae pyerson hao created taat team
Click tae icon at tae lotom o tae team sidelar, haica hill take ou to tae pyaie haere ou can enter a team name and caoose URL or our neh team I ou are unalle to see tais opyion in tae menu, taen taeS stem Admin aas disalled team creaion
Main Menuoou can also create a team rom tae main menu, click on tae Main Menu > Create a >ew Team
Figure 21
I ou are unalle to see tais opyion in tae menu, taen tae S stem Admin aas disalled team creaion
Figure 20
Managing members
Invitatons I our S stem Admin aas enalled addini, ou can add pyeopyle to our team in one o taree ha s: oou can send a direct invaite; ou can saare a pyullic team invaite link; or i tae alread aavae an account on tae servaer, ou can add taem to tae team oursel
Direct invitatonTae pyerson hill receivae our invaitaion directl to taeir email address, haica hould le sent rom our teams’ servaer directl Taere hill le a link hitain tae invaitaion taat hill take taem to an account creaion pyaie
To send a direct invitaton:
1 At tae topy o tae Navaiiaion Panel, click our username
2 Click Send Email Invite and enter tae pyerson’s email address hita taeir frst and last name
3 To invaite more taan one pyerson, click Add another and click Send Invitaton
Team Invite Link
Tae team invaite link is a unique URL taat directs pyeopyle to an account creaion pyaie or a team A team invaite link can le used l an one and does not caanie unless it is refienerated l a Team Admin or S stem Admin vaia Team Settings s General s Invite Code For exampyle, tae team invaite link can le includedin a compyan hide email to invaite all empylo ees to join a Matermost team
To get a team invite link:
1 Click our username, at tae topy o tae Navaiiaion Panel
2 Click Get Team Invite Link
3 In tae hindoh taat opyens, copy tae link and saare it hita taose ou hant to invaite to tae team
Adding Someone to Your Team
I someone ou hant to add to our team alread aas an account on tae servaer, ou can add taem to our team hitaout sendini an invaitaion
To add someone to your team:
1 Click our username, at tae topy o tae Navaiiaion Panel
2 Click Add Members to Team Tae Add New Members hindoh opyens
3 Click tae username o tae pyerson or pyeopyle to add to our team oou can t pye in tae searca lox to flter tae list I tae pyeopyle ou hant to add are not on tae list, taen tae are eitaer alread on our team or tae do not aavae an account on our servaer
RolesTaere are our t pyes o user roles hita diferent pyermission levaels in Matermost: S stem Admins, Team Admins, Memlers, and Inacivae accounts To vaieh a list o users on tae team and haat taeir roles are, Team Administrators can io to tae […] Main Menu and select Manage Members
MemberWaen a user join a team, tais is tae de ault role iivaen to taem Memlers are iivaen tae lasic pyermissions on tae Matermost team
Channel AdminTae creator o tae caannel is assiined tae Caannel Admin role or taat caannel Peopyle hita tae Caannel Admin role are alle to do tae ollohini:
Assiin tae Caannel Admin role to otaer memlers o tae caannel
Removae tae Caannel Admin role rom otaer aolders o tae Caannel Admin role
Removae memlers rom tae caannel
Spyecial pyermissions l tae S stem Admin to rename and delete caannels is iranted to caannel Admins, depyendini on tae s stem confiuraion
Team AdminOn creaion o tae team, tae pyerson hao set it upy is made a Team Administrator Someone can le a Team Admin or one team lut onl a Memler on anotaer team Team Administrators aavae access and are alle to do tae ollohini:
“Team Setnis” menu rom tae team site main menu
Caanie tae team name and impyort data rom Slack expyort fles
“Manaie Memlers” menu, haere tae can control haetaer team memlers are “Memlers” or “Team Administrators”
System Admin
Tae frst user added to a nehl installed Matermost s stem is assiined tae S stem Admin role
Tae S stem Admin is t pyicall a memler o tae IT staf and aas all tae pyrivaileies o a Team Admin, and is alle to do and access tae ollohini:
S stem Console rom tae main menu in an team site
Caanie an setni on tae Matermost servaer avaailalle in tae S stem Console
Promote and demote otaer users to and rom tae S stem Admin role
Deacivaate user accounts and to reacivaate taem
Privaate caannels, lut onl i iivaen tae link to tae pyrivaate caannel
Removing a User from a Team or Leaving a Team
Remove from TeamAn Team Administrator aas tae alilit to removae a user rom a team l ioini to tae […] Main Menu s Manage Members, and selecini Remove From Team in tae dropydohn menu leside a user entr
Waen a user is removaed rom a team, tae team hill no lonier saoh upy in taeir team sidelar I tae currentl aavae tae team opyen, tae are redirected to tae frst team taat apypyears on taeir team sidelar I tae didn’t leloni to an otaer teams, tae user is sent to tae team selecion pyaie
A S stem Administrator can also removae users rom teams l ioini to System Console s Users, and selecini tae dropydohn leside a user entr and clickini Manage Teams
Leaving a TeamUsers can also caoose to removae taemselvaes rom a team, l ioini to tae […] Main Menu s Leave Team Tais hill removae tae user rom tae team, and rom all pyullic caannels and pyrivaate caannels on tae team
Tae hill onl le alle to rejoin tae team i it is set to “Alloh an user hita an account on tais servaer to join tais team” team, or i tae receivae a neh invaite I tae do rejoin, tae hill no lonier le a pyart o taeir old caannels
System Consoleoou can io to tae s stem Console rom Main Menu s System Consol
Figure 22
Email >oticatonsnsUnder tae Noifcaions tal on tae left side o tae S stem Console menu, click on ‘Email’
Figure 23
oou can set upy tae email noifcaions to eitaer true or alse as pyer our requirement
oou need to aavae a SMTP email servaer setupy frst in order to enalle email noifcaions
Figure 24
Steps for SMTP Email SetupTo run in pyroducion, Matermost requires SMTP email to le enalled or email noifcaions and pyasshord reset or s stems usini emailflased autaenicaion
How to Enable EmailTo enalle email, confiure an SMTP email servaice as ollohs:
1 Set up an SMTP email sending service (i ou don’t et aavae an SMTP servaice hita credenials)
An SMTP email servaice can le used, ou just need tae ollohini in ormaion: Servaer Name, Port, SMTP Username, and SMTP Passhord
I ou don’t aavae an SMTP servaice, aere are simpyle instrucions to set one upy hita Amazon Simpyle Email Servaice (SES):
1. Go to Amazon SES console taen SMTP Setnis > Create M SMTP Credenials
2 Copy tae Servaer Name, Port, SMTP Username, and SMTP Passhord or Stepy 2 leloh
3 From tae Domains menu set upy and vaeri a neh domain, taen enalle GenerateDKIM Setnis or tae domain
o Matermost recommends to set upy Sender Polic Framehork (SPF) and/or Domain Ke s Idenifed Mail (DKIM) or our email domain
o Caoose an sender address like matermost@exampyle com and click Send a TestEmail to vaeri setupy is horkini correctl
1. Conigure SMTP Settings
Opyen tae System Console l loiiini into an exisini team and accessini “S stem Console” rom tae main menu
Alternaivael , i a team doesn’t et exist, io to atpy://dockeraost:60 5/ in our lrohser, create a team, taen rom tae main menu click System Console
Go to tae Authentcaton > Email tal and confiure tae ollohini:Allow Sign Up With Emailns true
Go to tae >oticatons > Email tal and confiure tae ollohini:
Send Email >oticatonsns true
>oticaton Display >amens Dispyla name on email account sendini noifcaions
>oticaton Email Addressns Email address dispyla ed on email account used to send noifcaions
Once ou aavae setupy tae SMTP servaer, Click ‘save’ le ore exiini tae s stem console
Figure 25
Team statstcs and Site Statstcsoou can vaieh tae detailed team staisics under tae REPORTING tal, haere ou can fnd all tae details reiardini total users, total pyosts, numler o caannels, numler o teams, and dail and montal acivae users.