💻 How to Provision Clean Slate, Test Environments, and Time Warp

Overview

Besides your Production environment, where you'll manage live data, send emails, and build forms, Slate offers three other databases for testing, learning, and problem-solving, including:

  • Clean Slate: A training database with no custom content. Showcase, a type of Clean Slate environment, includes example data and best practices to give you a jumping off point for your own processes.
  • Test Environment: A copy of the existing production environment.
  • Time Warp: A copy of the production environment at a specific point in time from the last 90 days.

Clean Slate

A Clean Slate environment is a blank copy of a model database built by Technolutions. It contains no person records, no fields, no decision codes, or any other custom data. It can be used for training purposes, a place where new Slate users can practice without fear of impacting production data or accidentally sending communications, which do not deliver in test environments (see our article on Test Environments for more of the differences between Test and Production). 

To access an existing Clean Slate environment, or to provision a new one:

Provisioning a Clean Slate Environment

  1. In your Production environment, click Database in the top navigation.
  2. Within the Auditing section, Select Launch Clean Slate.
  3. Take note of the Status of your institution's Clean Slate environment.
    • Active: A Clean Slate environment has already been provisioned for your institution and is in use. 
    • Not Provisioned: A Clean Slate environment has not been provisioned for your institution.
    • Expired: A Clean Slate environment was provisioned for your institution, but has not been accessed in the past 30 days. 

    Clean_Slate_Status.png

  4. If your Clean Slate is Active, click Launch Clean Slate on the right.

    Important!

    Consult with your Slate Captains or other members of your Slate team before requesting a refresh for an active Clean Slate database.

    Communication is key: if you request a refresh of your Clean Slate environment, it will refresh for everyone.

    If your Clean Slate is Not Provisioned or Expired, or if you've confirmed no one in your Slate team is using an Active Clean Slate, click Provision. A popup appears.

  5. In the popup:
    • From the Source list, select Slate Model.
    • Select at least one Slate user as Initial Administrator(s). Only administrators can provide new users with access to the Clean Slate.
    • Add a Memo if desired. 
    • Select Provision or Request Refresh. A confirmation popup appears.
  6. Enter the required text into the confirmation popup and click OK.

  Please Note:

Provisioning and refreshing a Clean Slate environment can take up to three hours to process.

To access your new Clean Slate environment:

  • Click the Endpoint URL, or
  • Click Launch Clean Slate

Note the pink indicators at the top and side of the Clean Slate environment. You may find it useful to bookmark your Clean Slate environment's URL for easy access, especially if your team is involved in a Fundamentals course. 

Watch the video below to learn more about provisioning a Clean Slate environment:

Slate Showcase

Clean Slate a little too... clean? Slate Showcase environments are a great way to learn Slate best practices by example. Showcase environments, which come in Slate (default), Student Success, and Advancement flavors, are pre-loaded with sample data and common use cases. To provision a Showcase environment:

  1. Follow steps 1 through 4 in the Provisioning a Clean Slate Environment process earlier in this section.
  2. From the Source list, select the Showcase environment (Slate Showcase, Slate Student Success Showcase, or Slate Advancement Showcase) you'd like to provision.
  3. Select at least one Slate user as Initial Administrator(s). Only administrators can provide new users with access to the Clean Slate.
  4. Add a Memo if desired. 
  5. Select Provision or Request Refresh. A confirmation popup appears.
  6. Enter the required text into the confirmation popup and click OK.

Slate's Briefcase tool can be utilized to copy any data object from the Showcase environment into a production or test environment for further modification and customization.

Test Environment

A Test Environment, like a Clean Slate environment, is used to safely experiment with Slate processes without fear of impacting production data. However, Test Environments are exact replicas of your production environment from the time it was provisioned. 

Provisioning a Test Environment works the same as with a Clean Slate environment. Watch the video below to learn more about what Test Environments can do for you:

Time Warp

Time Warp environments, like Test Environments, create a copy of your production database; however, the copy can be made from any point in time within the past 90 days. 

Provisioning a Time Warp environment works the same as with a Clean Slate or Test Environment. Watch the video below to learn more about what Time Warp environments can do for you:

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