🔗Slate Instance Domain/URL Ch-Ch-Ch-Ch-Changes🎵

My institution is embarking on a domain/url change. What to do in Slate?

For example, "www.slateuniversity.edu" ➡ "www.slateu.edu"

🎫The first step is to submit a Service Desk Ticket with Technolutions for assistance with making central configuration changes to your Slate instance.

⏭ Next, embark on a deep dive audit of your Slate instance's assets to find where the retired URL needs to be manual replaced with the new URL. Here is a general checklist:

• Deliver/Mailings: Most likely, this is where the most impactful updates are needed. Fortunately, we can query on this. The task here is to search sender email addresses and body content for usage of the retired URL. Towards this end, an adjustable query to offer via Suitcase 5c497aaa-3bda-4cb5-9239-ae73d3c00d0c:rwf-test. Shoutout to Vinnie Rodriguez for teaching this trick!😎
  ❗Important note: Change retiredurl.edu for your context in all the places it is used in the subquery exports (i.e. labels, literals). Relatedly, checking all Content Blocks and Designer Templates as well since these won’t come up in the query.
• Forms/Events/Scheduler: The "Description" sections for these assets could be queried like with the recommendation above for Deliver/Mailings. Otherwise, manual checks for static instruction blocks and merge fields that have hyperlinks.
• Portals: Primarily this involves reviewing static content in Views. Also, double checking potential URLs in query components here too, especially with exports now having HTML format types (still celebrating this enhancement 🙌🎉😁).

Avoid putting your instance's domain in links within portals. Instead of https://apply.school.edu/portal/key, simply use the relative link /portal/key. This also helps your links work in the Test environment.

• Reports, Reader/Workflows, Inbox: Limited to manual checks for these Slate modules too. Focusing on instruction blocks in reports. Reader/Workflows should be covered by Form/Events/Scheduler and Portal checks, but it does not hurt for a safety double check. Inbox for dashboards and snippets.
• Dashboards: A comb through to find external hyperlinks to the retired URL in these displays (e.g. Person, Application, Datasets, etc.).