Configuration Keys

Configuration keys are used to establish a global setting for your entire database. Generally, each configuration key is set once and not changed unless a change in an institutional need is required. These keys should be updated with caution and only when necessary.

Important!

The Year Start configuration key sets the fiscal year start for your institution. Setting this value globally will allow any date fields within your database to be adjusted to the appropriate fiscal year.

General Settings

Setting Description

Organization Name

Name of your institution that will appear in different areas of Slate.  For example, the value provided as the organization name will appear on Slate payment receipts.

Example: Slate University

First Day of Week

Override the first day of the week to be displayed on a calendar, Monday is the default first day of the week. 

Example: To set Thursday as the default first day of the week, select Thursday from the drop down menu.

Homepage Redirect

URL to redirect to when the root path "/" is accessed.

Example: https://slateuniversity.org

Banner for Administrative Pages

Text that can be displayed at the top of all Administrative Pages for users with the exclusive permission of Administrative Database Banner.

Example: The text displayed can help institutions with multiple Slate databases distinguish which database the user is logged into.

HTML Color Palette Override

A comma-separated list of HTML color codes can be provided to override what appears in the WYSIWYG HTML editor.

HTML hex color codes can be up to 6 digits long such as 990000, 0b486d, or 2a3a96

Example: 990000,0b486d,2a3a96

Citizenship: Permanent Resident Override

The Permanent Resident field can be disabled or overridden with custom text.  The default text value is Permanent Resident.

  • Disabled: turns off the permanent resident checkbox from appearing if a citizenship status is selected that is not set as the database citizenship country.
  • Custom: will override the default Permanent Resident value with any new value.

Example: Non-Citizen  

Citizenship: Country Override

The database default country for determining domestic citizenship status can be changed to another country from the default setting of the United States.  

Select a new country for determining domestic citizenship from the drop-down list.  

Example:  Canada 

Address: Default Country Override

The database default country for addresses can be changed to another country from the default setting of the United States.  

Select the default country selection for the address widget from the drop-down list.  

Example:  Canada 

Phone: Default Country Override

The database default country for telephone numbers can be changed to another country from the default setting of the United States.  

Select the default country for telephone numbers from the drop-down list.  

Example:  Canada 

Year Start Override

The start of the calendar year can be updated to a specific date.  The default calendar year start date is January 1st.    

Enter the month and day your institution's fiscal year begins as MM-DD (e.g., 06-15).

Example:  07-01

Record Minimum Year Override

On the profile pages, the minimum start year is 1900.  This year can be overridden.  For example, a person was born on 4/25/1896. By default, the year dropdown will not go this far back. However, you can override this by selecting a value from the drop-down like 1800.

Select the minimum year that should display for date selection on record profile pages.

Example:  1801

Gravatar Photos

Gravatar photos appear on the Dashboard of a record by default. The owner of the email address uploads these photos.  Slate will only display images rated "G" on Gravatar.

Select between Enabled (Default Behavior) or Disabled from the select list.

Example:  Disabled

Reader Settings

Setting Description

Offline Reading

Queued records in a workflow in the Reader can be downloaded to the iOS Slate Reader app when this configuration key is enabled.  By default, the setting is Disabled.  

Select between Disabled (Default Behavior) or Enabled from the select list.  

Example:  Enabled

Download PDF

Controls the ability to download PDFs from within the Reader.   

Select between Enabled (Default Behavior) or Disabled from the select list.  

Example:  Enabled (Default Behavior) 

Record Dropdown

Users with Reader permission can click on the record name within the Reader to display additional information about the record.  By default, this additional information is enabled.

Select between Enabled (Default Behavior) or Disabled from the select list.  

Example:  Enabled (Default Behavior) 

 

Branding, Privacy, & Ping

Setting Description

Mobile Template

The database has standard mobile branding.  If the desire is to use a custom mobile branding template, a link can be provided to that template.  

Select or enter the file path for your mobile branding template.  If no template has been linked yet, select Custom and provide the path to the template in the adjacent text box.  

Example: /shared/build.XSLT

Embed Script on Slate Pages

Allows for the addition of custom scripts within Slate pages.

Make sure to add just the code between the <script> tags.  

Example: Google Analytics script

Embed Ping on Slate Pages

Enables Slate to capture Ping data to track remote web access on all Slate pages.

Select between Disabled (Default Behavior) or Enabled.

Example: Enabled

Ping Consent Text

Enter the text representation of your privacy policies.

Example: Description of data user

Ping Exclude Networks

Enter a comma-delimited list of subnets to exclude from collecting Ping data.

Example: 192.168.1.1,198.168.1.2

Ping Consent Countries

Select countries for which the Ping Consent text should appear for.  

Select from the drop-down list, then use ctrl-click and shift-click to select countries.  The select list begins with options for All Countries and EU/EEA.  To apply the ping consent text to everyone, select All Countries.  To apply the ping consent text to the European Union/European Economic Area, select EU/EEA.  

Example: All Countries

Form Consent Text

If it is necessary to collect consent for GDPR, "Form Consent" feature can be enabled in the database.  This feature will insert an interstitial popup between clicking "Submit" on a form and submitting that form and its data to obtain the necessary consent."

In the text box, provide text to be displayed.  

Example: Description of Data use policy

Form Consent Countries

Select countries for which the Form Consent text should appear for.  

Select from the drop-down list, then use ctrl-click and shift-click to select countries.  The select list begins with options for All Countries and EU/EEA.  To apply the ping consent text to everyone, select All Countries.  To apply the ping consent text to the European Union/European Economic Area, select EU/EEA.  

Example: EU/EEA

Security & SSO Settings

Setting Description

Default User Country

Set the default country for users logging into the database.  Users logging into the database from outside the default user country will trigger a security checkpoint notification.  When a security checkpoint is triggered, an email will be sent to the email address associated with the user logging in to confirm login and a notification email to any users with the Security Administrator exclusive permission. By default United States is selected as the user country.  

Select the default user country from the dropdown list of countries.  

Example: Canada

Require VPN Access: Allowed Subnets

An additional security measure will restrict administrative users' database access to only those on the allowed networks.  

IMPORTANT NOTE: This change will affect all Slate logins via your SSO. If you use your SSO to authenticate constituents or datasets, they will also need to be on your campus network. This may prevent logins from constituents and should be activated with caution.

Enter a comma-delimited list of allowed subnets.

Example: 198.51.100.0/24

Service CAS Attributes  -- Only necessary for database with CAS applications active

Comma-separated list of values that can include "ref" for the Person ID, "round" for the application Round Name, or the id of any custom Person-scoped field. Each field can be relabeled by appending a colon and the title after the ID.

Comma-separated list of field names.

Example: ref:SlateID,round:AppRound,pidm:BannerI

Service CAS Use ID  -- Only necessary for database with CAS applications active

By default, Slate returns the primary email address for a Person record. If this value is set to Application GUID, Slate instead returns the Application GUID in 32-character format.  If a comma-separated list is used, Slate returns the first non-blank value.

Select the field (or fields) that should be used to determine the sent value. If more than one field is selected, Slate will send the first field with a value, evaluated in the specified order.

Example: Person Email

Mobile Security Extension

When using a mobile device, if a session times out, a user would need to log back in.  With the mobile security extension enabled, the user would be presented with a pop of asking to extend the session; if clicked, the session would be extended and not time out.  

Example: Enable

Allowed Service Domains List

If Slate is being used as a CAS identity provider, expand the list of allowed domains by entering a comma-delimited list of domains as the value.  By default, only the subdomains of the parent domain are allowed. 

Enter a comma-delimited list of services.

Subnets: Increase Form Submission Rate Limit

Slate enforces rate limits on form submissions which helps reduce spam submissions and preserve the overall stability & security of your Slate database. One element of this rate limiting is to track the IP address from which the form is submitted.  The form submission rate limit can be increased for specific IP addresses.  

Enter a comma-delimited list of allowed subnets for which the form submission rate limit should be increased. This list should be limited to campus IP addresses as best practice.

Example: 198.51.100.0/24

Security Provider

Select the security provider being used for authentication.    

Select provider from the drop-down list. 

Example: SAML

Record Account Settings

Setting Description

Person Security Checkpoint

By default, Slate employs login checkpoints when a user attempts to log in from an unrecognized location. This can be disabled with this configuration key.

Select a value from the drop-down list.  

Example: Disable

Account Registration - Redirect to Form Registration

If more information is required, then the default first name, last name, date of birth, and email are required at the time of account creation then a form can be linked to the process.  

After account registration, the registrant will be redirected to the form specified.

Select the form from the dropdown list.  

Example: Account Information form

Account Registration - Show Birthdate

By default, Slate asks for a person's date of birth during account registration and when creating a password using a PIN.

Disable the birthdate question on the account registration page.

Select the form from the dropdown list.

Example: Disable

Social Login - Facebook

Allows constituents to log in using their Facebook credentials.  By default, Facebook login is disabled.

Select the from the dropdown list.

Example: Enable

Social Login - Google

Allows constituents to log in using their Google credentials.  By default, Google login is disabled.

Select the from the dropdown list.

Example: Enable

Social Login - Linkedin

Allows constituents to log in using their Linkedin credentials.  By default, Linkedin login is disabled.

Select the from the dropdown list.

Example: Enable

Deliver Settings

Setting Description

Default Sender Email

A default email address can be set for the database.  In the Default Sender Email, provide the email address associated with the database.  In the Name section, a name can also be provided.  

Example: admissions@slateuniversity.org Name: Slate University

Default Mailing Template

All new emails created within Deliver will start with the selected template.

Select a template from the dropdown list of deliver templates.

Example: Mobile Response Template

Emergency Stop

When enabled, all non-transactional communications will cease.  When disabled (re-enabling mailings), mailings will resume as normal. Any record that meets the live query's filter criteria will receive a message during the next scheduled time for that mailing to run. If a record met the filter criteria for a live query during the time that the Emergency Stop was enabled, but it no longer meets the criteria when Emergency Stop is disabled, then a message for that record will not be sent.

Select from Disabled (Default Behavior) or Enable.  

Example: Disabled (Default Behavior)

Import Settings

Setting Description

Merge (First+Last+Birthdate) 

The default merging of records upon import or form submission can be enabled (default setting) or disabled.  

Note: Disabling the ability to match onto records using First + Last + Birthdate criteria will result in an increased number of duplicate records.

Select Enable (Default Behavior) or Disable from the dropdown select list. 

Example: Disable

Ad Hoc Import Metadata Form 

 

Select the notes form for ad hoc imports within Upload Dataset

Select from a list of forms that have the scope of Source Metadata.  An empty select list indicates no forms with the Source Metadata scope in the database.  

Example: Import Source Notes

 

Database Configuration

Setting Description

Early Access Features

Early Access Features configuration keys are occasionally used when new features are available within Slate. Rather than automatically enabling in all Production environments, database managers can enable these new features at their discretion.

To activate an Early Access Feature, click the box next to the feature you want to enable and click Save. Once enabled, wait roughly 15 minutes for these changes to be reflected within your database.

Example: Enable All Features

Register URI

 

The registration page within the database can be disabled.  By default, the registration page is enabled, allowing constituents to create accounts in the database.  

0 to disable the '/register' page

Example: 0

Was this article helpful?
0 out of 1 found this helpful