The following topics are addressed in this article:
Site Guest User Permissions
Self-Healing
Delete Posted Data
Alias Management
Portal Management
Site Guest User Permissions
Click the button to assign permission to the Site Guest User.
Self-Healing
The "Self-Healing" option provides an easy way to fix errors that may occur while creating a transaction. You may choose to:
- Auto re-process C&P Data errors
- Auto process C&P Temporary Contacts if Contact exists. Scheduled job runs 5 minutes after the last process.
Examples of errors that may occur while the transaction data is being created:
- Strict validation rules that are violated when a transaction posts, e.g., phone number format, required date of birth, etc.
- Triggers that may stop creation of the Transaction, Opportunities, Custom Questions, or the Autoresponder
- Lock row error due to other processes locking an update
To resolve these and other similar issues the "Self-Healing" option may be enabled, allowing the system to monitor errors and take corrective actions when needed. When an error occurs it typically happens in the middle of a process such as when opportunities or a new contact is being created. To resolve the issue the entire footprint of the update will be deleted, and the post will be re-processed again.
In case of an error the following steps are taken in the order listed:
- Delete the Custom Questions/Answers
- Delete the Opportunities
- Delete the Transaction
- Re-process the posted transaction per C&P Data.
Since the process will run indefinitely, if the option is checked, the administrator may resolve the root cause of the error, e.g., validation rules, etc., allowing the process to fix the error in the next attempt. The process runs continuously until all errors are fixed. Once the last error has been fixed the process will stop and restart every three hours.
The "Self-Healing" option may be disabled through the C&P Data and enabled in case of errors or left enabled all the time.
Special Considerations: With each repair the transaction will be recreated, and a new post will be processed using the old information. If the new post generates a different error than the one previously posted a new error email will be sent. If the error is the same as the old error no emails will be sent.
Auto-processing Temporary Contacts creates an automation that reviews unresolved Temporary Contacts to re-attempt to match. This automation runs every 5 minutes.
For NPSP (Nonprofit Success Pack) users, this works only when the Contact Matching is set to "Semi-Automatic Contact Creation" Mode.
For non-NPSP users, this does not work when the Contact Matching is set to “Manual Contact Creation” mode.
Delete Posted Data
At times posted transactions may stop in the middle of the process due to various error conditions that may be caused by incompatible customization, e.g., validation rules, etc. To remove the complete footprint of the transaction you may delete the order number using the "Delete Posted Data" feature.
To delete a transaction, enter the Order Number associated with the transaction and select the records in the available objects. Once deleted you may post the data again from the CONNECT Transactions detail screen. You may want to keep the C&P Data so you can reprocess it without having to push it again from CONNECT.
Alias Management
Alias Auto Delete – Click the slider button on the right to turn on Alias auto delete. Enter the number of days you would like to keep the Alias Record after it is created. If this is enabled, it will run every day and delete records that have aged out.
Update contact records with last created alias – This will update the Contact records with last created Alias, click the Mass Update button and confirm you want to delete.
Delete all – To delete all created Alias records for All Contacts, click the Mass Delete button, and confirm you want to delete.
Delete all alias except last alias record – to keep the last created Alias and delete all previously created Alias records for ALL Contacts, click the Mass Delete button.
Delete all alias records associated with the selected Contact – to delete all alias records associated with the selected Contact, enter the Contact name in the search field. Select the Contact name from the list, and click the Mass Delete button.
Portal Management
Select the Folder and Report which includes patron names you want to allow to access the Patron Portal. There must be a ContactID in the selected file. When you select the report, you may grant or revoke access to the Patron Portal. After selections have been made, click the Process button. A pre-built report with all Contacts has been created for your use.