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8 changes: 8 additions & 0 deletions mint.json
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Expand Up @@ -110,6 +110,7 @@
"self-hosting/govern/github-oauth",
"self-hosting/govern/oidc-sso",
"self-hosting/govern/saml-sso",
"self-hosting/govern/ldap",
"self-hosting/govern/reset-password"
]
},
Expand Down Expand Up @@ -147,6 +148,13 @@
"self-hosting/manage/upgrade-from-0.13.2-0.14.0"
]
},
{
"group": "Manage licenses",
"pages": [
"self-hosting/manage/manage-licenses/activate-pro-and-business",
"self-hosting/manage/manage-licenses/activate-enterprise"
]
},
"self-hosting/manage/view-logs",
"self-hosting/manage/migrate-plane",
"self-hosting/manage/prime-cli"
Expand Down
6 changes: 0 additions & 6 deletions self-hosting/govern/integrations/sentry.mdx
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Expand Up @@ -43,8 +43,6 @@ A custom integration (also called a public integration) connects your Sentry org
Replace `[YOUR_DOMAIN]` with your actual Plane instance domain. For example, if your Plane instance is at `plane.company.com`, your Webhook URL would be `https://plane.company.com/silo/api/sentry/sentry-webhook/`
</Note>

![Public integration](/images/sentry/public-integration.webp)

**Field explanations:**

**Webhook URL**
Expand Down Expand Up @@ -238,8 +236,6 @@ Configure these permissions to allow Sentry to interact with Plane appropriately
| **Member** | Read | Access member details for assignee functionality |
| **Alerts** | Read | Enable alert rule actions for automatic issue creation |

![Sentry integration permissions](/images/sentry/sentry-permissions.webp)

### Enable webhooks

Webhooks keep Plane and Sentry synchronized. When issues change in Sentry, Plane receives notifications and updates accordingly.
Expand All @@ -254,8 +250,6 @@ Enable the **issue** webhook with these events:
| **archived** | Reflect archived status in Plane |
| **unresolved** | Update Plane when resolved issues reopen |

![Sentry webhook configuration](/images/sentry/sentry-webhook-config.webp)

### Save and retrieve credentials

After saving your integration, Sentry generates OAuth credentials:
Expand Down
171 changes: 171 additions & 0 deletions self-hosting/govern/ldap.mdx
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@@ -0,0 +1,171 @@
---
title: LDAP authentication
sidebarTitle: LDAP
---

LDAP (Lightweight Directory Access Protocol) authentication lets your team sign in to Plane using their existing corporate credentials. Instead of creating separate Plane passwords, users authenticate through your organization's directory service.

## Before you begin

You'll need:

- Plane Commercial Edition with an active Enterprise plan license.
- Don't have an Enterprise license? Contact Sales at [sales@plane.so](mailto:sales@plane.so) to get started.
- Already have a license? See how to [activate your Enterprise license](/self-hosting/manage/manage-licenses/activate-enterprise).
- Connection details for your LDAP server.
- A service account on your LDAP server with read-only access to the user directory.

## Configure LDAP authentication

1. Sign in to your Plane instance in [God Mode](/self-hosting/govern/instance-admin).
![Turn on LDAP](/images/ldap/enable-ldap.webp)
2. Select **Authentication** from the left pane.
3. Click **Configure** next to **LDAP** at the bottom of the page.
4. Enter your LDAP server details.
![LDAP configuration](/images/ldap/ldap-configuration.webp)
- **Server URI (required)**
This is the address of your LDAP server. Include the protocol and port number.

**Format:**
- For unencrypted connections: `ldap://hostname:389`
- For encrypted connections (recommended): `ldaps://hostname:636`

**Examples:**
```
ldap://ldap.company.com:389
ldaps://ad.company.com:636
ldap://192.168.1.100:389
```

- **Bind DN (required)**

This is the username of the service account that Plane will use to search your directory. Think of it as Plane's "read-only" account on your LDAP server.

The format varies depending on your directory service:

**Active Directory examples:**
```
cn=PlaneService,ou=Service Accounts,dc=company,dc=com
plane-svc@company.com
```

**OpenLDAP examples:**
```
cn=admin,dc=example,dc=com
cn=readonly,ou=services,dc=example,dc=com
```

- **Bind Password (required)**

Enter the password for your service account (Bind DN). Plane encrypts and stores this securely in its database.

- **User Search Base (required)**

This defines where in your directory Plane should look for users. Think of it as the "starting folder" for user searches.

Use the most specific path possible for better performance.

**Examples:**
```
ou=users,dc=example,dc=com
ou=employees,ou=people,dc=company,dc=com
cn=users,dc=company,dc=local
```

- **User Search Filter (optional)**

This tells Plane how to find users when they try to sign in. Use `{username}` as a placeholder - Plane replaces it with whatever the user types in the login field.

**Common filters by directory type:**

| Directory Type | Filter | What it does |
|----------------|--------|--------------|
| OpenLDAP | `(uid={username})` | Searches by user ID |
| Active Directory | `(sAMAccountName={username})` | Searches by Windows login name |
| Active Directory | `(userPrincipalName={username})` | Searches by email-style username |
| Any | `(mail={username})` | Searches by email address |

**Default:** If you don't specify a filter, Plane uses `(uid={username})`.

**Combined filter example:**\
If you want users to sign in with either their username OR email:
```
(|(uid={username})(mail={username}))
```

- **User Attributes (optional)**

List the LDAP attributes Plane should retrieve to create user profiles. Plane uses these to populate the user's display name and email in Plane.

**How Plane maps attributes:**

| Plane needs | LDAP provides (in order of preference) |
|-------------|----------------------------------------|
| Email address | `mail`, `userPrincipalName` |
| First name | `givenName`, or first part of `cn` if `givenName` is missing |
| Last name | `sn`, or last part of `cn` if `sn` is missing |

**Recommended setting:**
```
mail,cn,givenName,sn,userPrincipalName,displayName
```

**Default:** If you don't specify attributes, Plane uses `mail,cn,givenName,sn`.

- **Provider Name (optional)**

This is the label that appears on Plane's login button. Choose something your team will recognize.

**Examples:**
- `Corporate Directory`
- `Company SSO`
- `Active Directory`

**Default:** If you don't specify a name, Plane shows `LDAP`.

The login button will display as: **"Sign in with [Provider Name]"**

5. Click **Save changes** to apply your LDAP settings. Plane will validate the connection to your LDAP server.

6. Users will see **Sign in with LDAP** on Plane's login page and can use their directory credentials to sign in.
![Sign in using LDAP](/images/ldap/sign-in-ldap.webp)

## How LDAP authentication works

LDAP authentication in Plane works through a two-phase process. First, Plane locates the user in your directory, then it verifies their credentials. This separation is fundamental to how LDAP works and explains why you need both a service account (Bind DN) and the user's own credentials.

### The service account pattern
Unlike simpler authentication systems where you might directly check a username and password against a database, LDAP uses what's called a "bind" operation. Plane needs to authenticate twice: once as itself (using the Bind DN) to search your directory, and once as the user to verify their password.

This is why you configure a Bind DN and password - it's Plane's identity on your LDAP server. Think of it as Plane introducing itself before asking about your users. The Bind DN only needs read access because Plane is just looking up information, never modifying your directory.

### The authentication flow
When a user tries to sign in, here's what happens behind the scenes:

**Connection and service authentication**
Plane connects to your LDAP server using the Server URI, then authenticates using the Bind DN credentials. If this fails, no users can sign in; the service account must work first.

**User search**
Now authenticated, Plane searches for the user starting from the User Search Base and applying the User Search Filter. For example, if a user enters "jsmith" and your filter is `(uid={username})`, Plane searches for `(uid=jsmith)`. The search returns the user's distinguished name (DN), their full path in the directory.

**User authentication**
Plane now attempts to bind again using the user's DN and their entered password. If the bind succeeds, the password is correct. This is why LDAP authentication is secure. Plane never stores user passwords; they go straight to your LDAP server for verification.

**Profile creation**
Once authentication succeeds, Plane retrieves the User Attributes you configured (like email, first name, last name) from the user's LDAP record. If this is the user's first time signing in, Plane creates their profile using this information. If they've signed in before, Plane updates their profile with any changes from LDAP.

**Session establishment**
Finally, Plane creates a session for the user and redirects them into the workspace. From this point on, the user's session works identically to any other Plane session. The LDAP interaction is complete.

### Why search filters matter
The User Search Filter determines sign-in flexibility. A simple filter like `(uid={username})` requires exact usernames, but you can make it more flexible:

`(mail={username})` lets users sign in with email
`(|(uid={username})(mail={username}))` allows either username or email

Filters can also restrict access: `(&(uid={username})(memberOf=cn=plane-users,ou=groups,dc=company,dc=com))` only permits specific group members.

### The role of user attributes
User Attributes tell Plane which LDAP fields to retrieve after authentication. This is separate from the search filter. The filter finds the user, the attributes populate their profile.

Plane specifically looks for email addresses (required) and names (optional). If your LDAP server uses different attribute names, you need to include them.
20 changes: 20 additions & 0 deletions self-hosting/manage/manage-licenses/activate-enterprise.mdx
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---
title: Activate Enterprise license
sidebarTitle: Activate Enterprise
---

Enterprise plan licenses are activated at the instance level through God Mode, not through individual workspace settings. This gives instance administrators centralized control over Enterprise features across all workspaces.

## Activate license key

1. Sign in to the [Prime portal](https://prime.plane.so/licenses) with the email address you used to purchase your Enterprise plan.
2. Navigate to **Manage licenses**.
3. Copy the license key for your Enterprise plan.
4. Sign in to your Plane instance in [God Mode](/self-hosting/govern/instance-admin).
5. Select **Billing** from the left pane.
6. Paste your license key in the **Activate Enterprise license** field.
7. Click **Activate**.

![Activate Enterprise license](/images/activate-license/activate-enterprise-plan.webp)

Once activated, Enterprise features become available across all workspaces on your instance.
60 changes: 60 additions & 0 deletions self-hosting/manage/manage-licenses/activate-pro-and-business.mdx
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---
title: Activate Pro and Business licenses
sidebarTitle: Activate Pro or Business
---

Pro and Business plan licenses are activated at the workspace level as each license is tied to a specific workspace.

## Activate your license
Activate a paid plan license on your self-hosted Plane instance using a license key from the Prime portal.

1. Login to the [Prime portal](https://prime.plane.so/licenses) with the same email address you used to purchase one of our paid plans.

2. Go to [Manage licenses](https://prime.plane.so/licenses). Copy the value of the **License key** for the license you want to activate.

![Manage licenses](https://media.docs.plane.so/activate-license/copy-license-key.webp#hero)

<Tip>
Click the **Get more licenses** button as in the image above on the [Prime portal](https://prime.plane.so/licenses/plans) to buy more licenses.
</Tip>
3. On the Plane app, navigate to **Workspace Settings > Billing and plans**
4. Click the **Activate this Workspace** button.

![Activate workspace](https://media.docs.plane.so/activate-license/enter-license-key-selfhosted.webp#hero-tr)
5. Paste the license key in the **Enter license key** box.
6. Click **Activate**. You will see a confirmation.
7. That's it. To check your plan at any time and find additional details, just go to the **Billing and plans** tab in **Workspace Settings**.

![Manage subscription](https://media.docs.plane.so/activate-license/pro-activated-cloud.webp#hero-tr)

## Sync plan

If you've made changes to your subscription, like renewing your license, upgrading your plan, or adjusting seats, use **Sync plan** to pull those updates into your workspace.

Syncing refreshes your workspace with the latest subscription information from the Prime server, including plan type, seat count, expiration dates, and feature access.

**To sync your plan:**

1. Navigate to **Workspace Settings > Billing and plans**.
2. Click **Sync plan**.
3. Wait for the sync to complete. You'll see a confirmation once your workspace is updated.

Use this whenever you see a mismatch between what's in the Prime portal and what appears in your workspace, or after making any subscription changes externally.

## Delink license key

Your license key is linked to both a workspace and an instance, meaning it can only be used on one workspace on one machine at a time. If you switch machines or reinstall the Commercial edition, you’ll need to reactivate your workspace. This helps prevent any misuse of the license on multiple machines or workspaces.

To make it easier for you to move between machines or workspaces, we've added a new Delink feature. This lets you free up your license from its current workspace, so you can reuse it on a new machine or workspace.

Here’s how to delink your license key from a workspace:

1. Head over to the **Billing and Plans** screen of the workspace that's currently using the license.
2. Click **Delink license key**. This will release the license key, making it available for use on another machine or workspace.

![Delink license key](https://media.docs.plane.so/activate-license/delink-license-key.webp#hero-tl)
3. Restart the instance using `prime-cli restart`.
4. If you’re switching machines or reinstalling the Commercial edition, see [Move Plane instance to another server](https://developers.plane.so/self-hosting/manage/migrate-plane).
5. Ensure you are connected to the internet and reactivate the new workspace using the license key you delinked earlier.


4 changes: 2 additions & 2 deletions self-hosting/manage/migrate-plane.mdx
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Expand Up @@ -18,7 +18,7 @@ If you need to change your domain during migration, contact our support team for

## Steps
1. **Delink licenses**
Log in to Plane on your current server. Head to each paid workspace like Pro or Business and [delink the licenses](https://docs.plane.so/workspaces-and-users/upgrade-plan#delink-license-key). This will free up the licenses for activation on your new server. Ideally, you have just one paid workspace.
Log in to Plane on your current server. Head to each paid workspace like Pro or Business and [delink the licenses](/self-hosting/manage/manage-licenses/activate-pro-and-business#delink-license-key). This will free up the licenses for activation on your new server. Ideally, you have just one paid workspace.

2. **Backup data**
Create a backup of your Plane instance with ↓:
Expand All @@ -45,6 +45,6 @@ On the new server, restore your data with ↓:
Follow the prompts during the restore process to make sure everything is set up correctly.

6. **Reactivate license**
Finally, [reactivate your license keys](https://docs.plane.so/workspaces-and-users/upgrade-plan#self-hosted-only) on the new instance.
Finally, [reactivate your license keys](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) on the new instance.

This should get your Plane instance up and running on the new server.
2 changes: 1 addition & 1 deletion self-hosting/methods/coolify.mdx
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Expand Up @@ -45,4 +45,4 @@ This guide shows you the steps to deploy a self-hosted instance of Plane using C
8. Deploy to launch your Plane instance.
Once the deployment is complete, your Plane instance should be accessible on the configured domain.

9. If you've purchased a paid plan, [activate your license key](https://docs.plane.so/workspaces-and-users/manage-licenses#activate-license) to unlock premium features.
9. If you've purchased a paid plan, [activate your license key](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) to unlock premium features.
2 changes: 1 addition & 1 deletion self-hosting/methods/docker-aio.mdx
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Expand Up @@ -96,7 +96,7 @@ The following ports are exposed:

3. Once it's running, you can access the Plane application on the domain you provided during the deployment.

4. If you've purchased a paid plan, [activate your license key](https://docs.plane.so/workspaces-and-users/manage-licenses#activate-license) to unlock premium features.
4. If you've purchased a paid plan, [activate your license key](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) to unlock premium features.

## Volume mounts

Expand Down
2 changes: 1 addition & 1 deletion self-hosting/methods/docker-compose.mdx
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Expand Up @@ -40,7 +40,7 @@ Ensure you're using the **latest version of Docker Compose**. Check your Docker
When self-hosting Plane for production use, it is strongly recommended to configure [external database and storage](/self-hosting/govern/database-and-storage). This ensures that your data remains secure and accessible even if the local machine crashes or encounters hardware issues. Relying solely on local storage for these components increases the risk of data loss and service disruption.
</Warning>
6. The installation will take a few minutes to complete and you will see the message **Plane has successfully installed**. You can access the Plane application on the domain you provided during the installation.
7. If you've purchased a paid plan, [activate your license key](https://docs.plane.so/workspaces-and-users/manage-licenses#activate-license) to unlock premium features.
7. If you've purchased a paid plan, [activate your license key](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) to unlock premium features.


<Accordion title="Install Community Edition ">
Expand Down
2 changes: 1 addition & 1 deletion self-hosting/methods/docker-swarm.mdx
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Expand Up @@ -58,4 +58,4 @@ This guide shows you the steps to deploy a self-hosted instance of the Plane Com

That's it! This will deploy Plane as a Swarm stack, and your instance should be accessible on your configured domain.

5. If you've purchased a paid plan, [activate your license key](https://docs.plane.so/workspaces-and-users/manage-licenses#activate-license) to unlock premium features.
5. If you've purchased a paid plan, [activate your license key](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) to unlock premium features.
2 changes: 1 addition & 1 deletion self-hosting/methods/kubernetes.mdx
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Expand Up @@ -103,7 +103,7 @@ Ensure you use use the latest Helm chart version.
--wait \
--wait-for-jobs
```
5. If you've purchased a paid plan, [activate your license key](https://docs.plane.so/workspaces-and-users/manage-licenses#activate-license) to unlock premium features.
5. If you've purchased a paid plan, [activate your license key](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) to unlock premium features.

### Configuration settings

Expand Down
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