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Service Provider Actions

Daniel Hazelbaker edited this page Aug 28, 2023 · 3 revisions

Address Verification (Disable)

This will turn off all address verification services in Rock. Once a Location Service has been disabled it will not be used for further validations. This will prevent you from validating addresses on your sandbox instance.

Address Verification (Reset)

Clears any configuration related to address verification services and resets them to default values.

AI (Disable)

This will turn off all AI services in Rock, such as OpenAI.

AI (Reset)

Clears any configuration related to AI services and resets them to default values.

Asset Storage (Disable)

Rock allows you to use a number of storage providers to store assets. Some of them are local to your system, others are remote (cloud based). This action will disable all asset storage providers except the Database and Filesystem.

Asset Storage (Reset)

Clears any configuration related to asset storage service providers and resets them to default values.

Authentication (Disable)

You may have your Rock instance configured to use non-local password authentication providers (such as Active Directory or others). This action will disable any non-local authentication providers, that is everything except Database and PIN. For example, this would disable Facebook login. Which might be useful to make sure that your sandbox server doesn't accidentally start talking to Facebook and possibly making changes.

Authentication (Disable External)

You may have your Rock instance configured to use external password authentication providers (such as Facebook or others) that are outside of your control. This action will disable any external authentication providers, that is everything except Database, Active Directory, and PIN. For example, this would disable Facebook login. Which might be useful to make sure that your sandbox server doesn't accidentally start talking to Facebook and possibly making changes.

Authentication (Reset)

This clears any configuration related to Authentication Services (Facebook, Twitter, etc.) and resets them to default values. Useful if you want to clear the username and password associated with those services.

Does not clear Database or PIN configuration.

Authentication (Reset External)

This clears any configuration related to Authentication Services (Facebook, Twitter, etc.) and resets them to default values. Useful if you want to clear the username and password associated with those services.

Does not clear Database, Active Directory or PIN configuration.

Background Check (Disable)

If you have any background check providers enabled, this will disable them. This should prevent any background checks from being submitted to the providers so you don't accidentally run a test background check.

Background Check (Reset)

Clears any configuration related to Background Check Providers and resets them to default values.

Communication Transport (Disable)

All communication transports (SMTP, Mailgun, Twilio, etc.) will be disabled. This prevents your sandbox system from sending any communications out accidentally. You can always go back in and re-enable them if you want later.

Communication Transport (Reset)

Clears any configuration related to Communication Transports and resets them to default values. This is a great additional step to be sure that your sandbox server cannot in any way possible send out a communication.

File Storage (Disable)

Rock allows you to use a number of storage providers. Some of them are local to your system, others are remote (cloud based). This action will disable all storage providers except the Database and Filesystem. While this probably won't disable access to that service, it should prevent you from accidentally setting up a new binary file type with this provider.

File Storage (Reset)

Clears any configuration related to Storage Providers and resets them to default values. If you use any cloud storage and want to be sure your sandbox does not accidentally delete any files, this is a good way to do that. Your sandbox may still be able to view those files, but it should not longer be able to make changes (since it wouldn't be authenticated0.

Does not clear Database or Filesystem configuration.

Financial Gateway (Disable)

Disables all Financial Gateways configured in Rock except for the Test Gateway. Disabling a gateway does not guarantee that the gateway will not be used anymore by anything that has already been configured to use it. It just prevents you from setting up anything new to use that gateway.

Financial Gateway (Reset)

Clears any configuration related to Financial Gateways and resets them to default values. If you want to ensure that there is no way somebody could run a transaction on the sandbox, this is the way to go. Without any configuration information there should be no way for a transaction to be processed.

Does not clear the Test Gateway configuration.

Phone System (Disable)

Disables all PBX Phone System integration in Rock. While this will still allow an already configured job to run and import CDR records, it will prevent any outgoing call origination requests from being issued.

Phone System (Reset)

Clears any configuration related to Phone Systems and resets them to default values. If you want to ensure that your sandbox server doesn't attempt to contact your PBX in any way, shape or form then you can turn this action on.

Signature Document (Disable)

Disables all Signature Document Providers in Rock. This will prevent Rock from initiating any new signed document requests. Any outstanding responses should still go to your production Rock instance.

Signature Document (Reset)

Clears any configuration related to Signature Document Providers and resets them to default values.