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Diffstat (limited to 'doc/administration/settings/project_integration_management.md')
-rw-r--r--doc/administration/settings/project_integration_management.md77
1 files changed, 46 insertions, 31 deletions
diff --git a/doc/administration/settings/project_integration_management.md b/doc/administration/settings/project_integration_management.md
index 1bb4465020c..95dddf34182 100644
--- a/doc/administration/settings/project_integration_management.md
+++ b/doc/administration/settings/project_integration_management.md
@@ -4,7 +4,7 @@ group: Import and Integrate
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments
---
-# Project integration management **(FREE)**
+# Project integration management **(FREE SELF)**
Project integrations can be configured and enabled by project administrators. As a GitLab instance
administrator, you can set default configuration parameters for a given integration that all projects
@@ -15,18 +15,19 @@ You can update these default settings at any time, changing the settings used fo
are set to use instance-level or group-level defaults. Updating the default settings also enables the integration
for all projects that didn't have it already enabled.
-Only the complete settings for an integration can be inherited. Per-field inheritance is [planned](https://gitlab.com/groups/gitlab-org/-/epics/2137).
+Only the entire settings for an integration can be inherited. Per-field inheritance
+is proposed in [epic 2137](https://gitlab.com/groups/gitlab-org/-/epics/2137).
## Manage instance-level default settings for a project integration **(FREE SELF)**
-> - [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/2137) in GitLab 13.3 for project-level integrations.
-> - [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/2543) in GitLab 13.6 for group-level integrations.
+To manage instance-level default settings for a project integration:
1. On the left sidebar, expand the top-most chevron (**{chevron-down}**).
1. Select **Admin Area**.
1. Select **Settings > Integrations**.
1. Select an integration.
-1. Enter configuration details and select **Save changes**.
+1. Complete the fields.
+1. Select **Save changes**.
WARNING:
This may affect all or most of the groups and projects on your GitLab instance. Review the details
@@ -48,13 +49,17 @@ When you make further changes to the instance defaults:
- Groups and projects with custom settings selected for the integration are not immediately affected and may
choose to use the latest defaults at any time.
-Only the complete settings for an integration can be inherited. Per-field inheritance
-is [planned](https://gitlab.com/groups/gitlab-org/-/epics/2137). This would allow
-administrators to update settings inherited by groups and projects without enabling the
-integration on all non-configured groups and projects by default.
+If [group-level settings](#manage-group-level-default-settings-for-a-project-integration) have also
+been configured for the same integration, projects in that group inherit the group-level settings
+instead of the instance-level settings.
+
+Only the entire settings for an integration can be inherited. Per-field inheritance
+is proposed in [epic 2137](https://gitlab.com/groups/gitlab-org/-/epics/2137).
### Remove an instance-level default setting
+To remove an instance-level default setting:
+
1. On the left sidebar, expand the top-most chevron (**{chevron-down}**).
1. Select **Admin Area**.
1. Select **Settings > Integrations**.
@@ -63,12 +68,11 @@ integration on all non-configured groups and projects by default.
Resetting an instance-level default setting removes the integration from all projects that have the integration set to use default settings.
-### View projects that override the default settings
+### View projects that use custom settings
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/218252) in GitLab 14.2.
-You can view which projects in your instance use custom settings that [override the instance-level default settings](#use-custom-settings-for-a-group-or-project-integration)
-for an integration.
+To view projects in your instance that [use custom settings](#use-custom-settings-for-a-project-or-group-integration):
1. On the left sidebar, expand the top-most chevron (**{chevron-down}**).
1. Select **Admin Area**.
@@ -78,11 +82,13 @@ for an integration.
## Manage group-level default settings for a project integration
-> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/2543) in GitLab 13.6.
+To manage group-level default settings for a project integration:
-1. Navigate to the group's **Settings > Integrations**.
+1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group.
+1. Select **Settings > Integrations**.
1. Select an integration.
-1. Enter configuration details and select **Save changes**.
+1. Complete the fields.
+1. Select **Save changes**.
WARNING:
This may affect all or most of the subgroups and projects belonging to the group. Review the details below.
@@ -102,18 +108,21 @@ When you make further changes to the group defaults:
- They are immediately applied to newer subgroups and projects, even those created after you last saved defaults for the
integration. If your group-level default setting has the **Enable integration** toggle turned on,
the integration is automatically enabled for all such subgroups and projects.
-
- Subgroups and projects with custom settings selected for the integration are not immediately affected and
may choose to use the latest defaults at any time.
-Only the complete settings for an integration can be inherited. Per-field inheritance
-is [planned](https://gitlab.com/groups/gitlab-org/-/epics/2137). This would allow
-administrators to update settings inherited by subgroups and projects without enabling the
-integration on all non-configured groups and projects by default.
+If [instance-level settings](#manage-instance-level-default-settings-for-a-project-integration)
+have also been configured for the same integration, projects in the group inherit settings from the group.
+
+Only the entire settings for an integration can be inherited. Per-field inheritance
+is proposed in [epic 2137](https://gitlab.com/groups/gitlab-org/-/epics/2137).
### Remove a group-level default setting
-1. Navigate to the group's **Settings > Integrations**.
+To remove a group-level default setting:
+
+1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group.
+1. Select **Settings > Integrations**.
1. Select an integration.
1. Select **Reset** and confirm.
@@ -121,18 +130,24 @@ Resetting a group-level default setting removes integrations that use default se
## Use instance-level or group-level default settings for a project integration
-> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/2543) in GitLab 13.6 for group-level settings.
+To use instance-level or group-level default settings for a project integration:
-1. Navigate to **Project > Settings > Integrations**.
-1. Choose the integration you want to enable or update.
-1. From the dropdown list, select **Use default settings**.
-1. Ensure the toggle is set to **Enable integration**.
+1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project.
+1. Select **Settings > Integrations**.
+1. Select an integration.
+1. On the right, from the dropdown list, select **Use default settings**.
+1. Under **Enable integration**, ensure the **Active** checkbox is selected.
+1. Complete the fields.
1. Select **Save changes**.
-## Use custom settings for a group or project integration
+## Use custom settings for a project or group integration
-1. Navigate to project or group's **Settings > Integrations**.
-1. Choose the integration you want to enable or update.
-1. From the dropdown list, select **Use custom settings**.
-1. Ensure the toggle is set to **Enable integration** and enter all required settings.
+To use custom settings for a project or group integration:
+
+1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your project or group.
+1. Select **Settings > Integrations**.
+1. Select an integration.
+1. On the right, from the dropdown list, select **Use custom settings**.
+1. Under **Enable integration**, ensure the **Active** checkbox is selected.
+1. Complete the fields.
1. Select **Save changes**.