1. Adding a Credential to the Platform

  1. Navigate to Connections

    • Go to the Connections page in your platform’s user interface.
    • Here, you’ll see various provider “cards,” each representing a different integration option (e.g., GitHub, Kubernetes, AWS, etc.).
  2. Locate the GitHub Card

    • Find the card labeled GitHub and click Connect.
  3. Open the Credential Form

    • A form labeled Create GitHub Credential will appear.
    • This form will prompt you for basic information (metadata) and specific GitHub App details.

2. Form Details of the Credential

When creating a GitHub credential, you will see two main sections in the form: Metadata and GitHub App. Below is an explanation of each field or option:

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2.1 Metadata

  • Name
    • Purpose: A friendly name for your GitHub credential. This is how you’ll identify it within the platform.
    • How It Appears: A single text field labeled “Name.”
    • Examples:
      • MyOrg-GitHub
      • Production-GitHub-Creds

Tip: Choose a name that clearly indicates the purpose of the credential (e.g., which organization or repos it will manage).

2.2 GitHub App Section

This section handles the actual connection to GitHub via a GitHub App. The screenshot shows two main elements:

  1. Install App Button

    • Purpose: Clicking this button will redirect you to GitHub, where you can install or configure the PlantonCloud GitHub App (or a similarly named app) on your GitHub account or organization.
    • Why It Matters: The GitHub App authorizes the platform to interact with your repositories (e.g., reading code, creating pull requests, triggering workflows).
  2. Already Installed PlantonCloud GitHub App (Checkbox)

    • Purpose: If you have already installed the GitHub App in your GitHub account or organization, you can select this checkbox.
    • Why It Matters: This lets the platform know you have completed the installation steps, so it does not prompt you to install it again.
    • How to Use:
      1. If the app is not yet installed, leave this unchecked and click Install App to complete installation.
      2. If you have installed it previously, check the box and proceed.

Required Permissions and API Access

  • Permissions: The GitHub App needs certain permissions to read or write data (e.g., code, pull requests, webhooks). During app installation, GitHub will display a permissions list.
  • Repository Access: You will be asked which repositories this GitHub App can access (all repositories in an organization or specific ones).
  • How to Obtain/Confirm:
    1. From your GitHub account or organization settings, go to Settings > Applications > Installed GitHub Apps.
    2. Locate the PlantonCloud GitHub App (or similarly named).
    3. Click Configure to view or update permissions and repository access.

2.3 Submitting the Form

Once you have filled out both sections:

  1. Provide a unique Name in the Metadata section.
  2. Install (or confirm installation of) the PlantonCloud GitHub App under the GitHub App section.
  3. Click Submit.

Note: The platform may verify your GitHub App installation status automatically. If installation is incomplete or lacking permissions, you could receive an error message indicating that the credential cannot be validated.

Additional Notes

  • Clarity & Conciseness

    • Keep your credential name descriptive yet simple.
    • Make sure you select only the necessary repositories and permissions when installing the GitHub App to maintain least-privilege access.
  • Consistent Format

    • The Metadata section is standard across providers (e.g., Name, Description, etc.).
    • The GitHub App section is specific to GitHub, providing the install link and letting you confirm existing installation.
  • User-Friendly Terminology

    • “Install App” refers to installing a GitHub App on your GitHub account/organization. This is not the same as a local application; it’s a GitHub‐hosted integration that your account must allow.
    • PlantonCloud GitHub App is an example name. Your environment might have a different app name based on your platform’s branding.
  • Further Resources