Expirations can be configured to automatically track domain and certificate expirations for websites added to the websites section of a client; and/or can be added to KB articles (via the Manage button) and custom assets (via a "date" field within an asset layout).
The three main types of expirations include:
- Website expirations
- Expirations are obtained by inputting a website URL into the website section of a client space. Domain and SSL certificate expirations will be automatically tracked.
- Custom expirations
- Expirations are added via a "date" field on an asset layout.
- Ensure the ((Add to Expirations)) button is checked when creating the field if you'd like this date to be added to the expirations category.
- Article expirations
- Expirations added to a client's KB article will always be added to the expiration list.
Creating Custom Expirations
To create custom expirations for assets within Hudu, you'll need to be an admin or super admin within your organization.
Visit Asset layouts for additional information on adding fields.
- Navigate to the Hudu admin area >> Asset Layouts tab.
- ((Create New)) or click into an existing asset layout that you'd like to add an expiration to (ex. Desktops), and click ((New Field)).
- Choose ((Date Field)) from the list of options.
- Give the field a name (ex. "Warranty Expiration") and ensure that you enable the ((Add to Expirations)) checkbox, down at the bottom.
- Click ((Create Field)).
- Navigate back to a client space, and into the asset layout that you've just edited.
- Create a new one or click on an existing asset that you'd like to add an expiration to (ex. "John's Desktop").
- Find the "Warranty Expiration" field that we've just created, and select an expiration date from the calendar widget.
- An expiration should now have been created within the same client's Expiration section, on the left-hand side menu.
Domain and SSL certificate expirations from websites added to the websites section of a client's space will automatically populate in that client's Expiration library.
For additional information, visit our Website/SSL Monitoring article!
Adding expiration dates to KB articles requires a user role of editor or above, as well as permissions to access the article.
- Navigate to a client's KB section >> and into an individual knowledge base article.
- Once inside an article, at the top right of the content page, click ((Manage)).
- From the newly opened window, select ((Set Expiration Date)), and choose your desired expiry date from the calendar widget.
- This will automatically place the article into the client's expiration category.
The sections below will serve to introduce additional tools and features associated with expirations. Expand each section for an overview of the tool.
Global Expirations List
The Global Expirations tab is found in your Hudu admin area; as well as in the Tools tab (visible to editors) and provides an overview of all expirations, regardless of which client space they reside.
- Editor roles and above have access to the global expirations list.
- Any expirations found within any clients’ expirations section can be found in the global expiration list.
Upcoming expirations can be configured to trigger alerts; these could be sent to Slack, Teams, Discord, or E-mail.
Visit Alerts for additional information.
The Expiring Soon widget can be found on your main Hudu Dashboard (as long as you haven't hidden it) and provides a brief look at any upcoming expirations.
- Expirations will only appear in the expiring soon category if the expiration falls within a set number of trigger days.
- Trigger days can be configured by clicking the top-right Profile Icon >> Edit Profile >> then selecting the number of trigger days you'd like.