Sandboxes

🔒Paid feature

This is a paid feature and requires involvement of Rossum Sales and/or Rossum Professional Services. Consider contacting the respective teams using the following form: https://rossum.ai/form/contact/

Rossum Sandboxes allow for isolated development of the solution and easy deployments of the tested solution to production.

Using Sandboxes currently requires installation of an external tooling available at: https://github.com/rossumai/deployment-manager

Installation

First, download the install script for our Sandboxing tool deployment-manager from its Rossum GitHub repository:

/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/rossumai/deployment-manager/main/install.sh)"

The script will automatically run and install the Sandboxing tool in the ~/.local/bin folder making it available globally under the command prd.

To upgrade to the latest version, run:

prd update

You can find more information here: https://github.com/rossumai/deployment-manager

Available CLI commands

prd is a CLI tool and offers the following main commands:

• prd init: Initialize a new project (creates mainly credentials.json and prd_config.yaml files). When called with a project name, it also initialized an empty Git repository.
• prd pull: Pulls all objects from both source and target organizations (as per your configuration). It is possible to explicitly specify source/target to pull only that one environment, for example: prd pull source
• prd push: Pushes the latest changes to the source organization. This is effectively a counterpart of the pull command.
• prd release: Pushes the latest changes to the target organization. Visit Deployment patterns to learn more about this use-case.
• prd purge: Removes all objects in the target organization.
• prd purge unused_schemas: Removes old unused schemas.

Complete list of commands and their parameters can be found when running prd --help.

Available configuration options

The only necessary configuration is in the credentials.json and in the prd_config.yaml files right after running prd init.

First, we will setup credentials in the credentials.json file, where we can work with username and password combination (Example 1), or alternatively we can use token (Example 2).

Example 1

Authentication using username and password.

credentials.json

{
  // Source organization (typically the only one needed).
  "source": {
    // Username under which `prd` will be calling the API.
    "username": "...",

    // Password for the user under which `prd` will be calling the API.
    "password": "..."
  },

  // Target organization in case it is necessary to release into a different organization
  // from source. The configuration is identical with `source` parameter.
  "target": {
    "username": "...",

    "password": "..."
  }
}

Example 2

Alternatively, you can use API token instead of username and password (if you have it):

credentials.json

{
  "source": {
    "token": "..." // use API token instead of username/password
  },
  "target": {
    "token": "..."
  }
}

Finally, to set up the organization's URL, we need to edit the prd_config.yaml file, where we specify the source API URL. If the target API URL is different from the source, we can also specify target_api_base.

If the URLs are identical, you can add the use_same_org_as_target parameter with the value true. In this case, you can remove target_api_base.

prd_config.yaml

# You can specify source and target API URL:
source_api_base: 'https://api.elis.rossum.ai/v1'
target_api_base: 'https://api.elis.rossum.ai/v1'

# Or add this to your YAML file in case the source and target are identical (and omit the target_api_base):
use_same_org_as_target: true

Configuring mapping.yaml file

Note that this file is automatically generated by the prd pull command. It is typically not necessary to configure it manually unless some more advanced use-case is needed.

# The main key describing `source` organization details:
ORGANIZATION:
  # ID of the `source` organization:
  id: 123456
  # Name of the `source` organization:
  name: MyOrganization (Sandbox)
  targets:
    # ID of the `target` organization (if any):
    - target_id: 654321
  WORKSPACES:
    # IDs of the `source` workspaces:
    - id: 123456
      # Name of the `source` workspace:
      name: 'My Test Workspace'
      targets:
        # ID(s) of the `target` workspace(s) (there can be none or more than one):
        - target_id: null
      QUEUES:
        # IDs of the `source` queues belonging to the `source` workspace above:
        - id: 123456
          # Name of the `source` queue:
          name: Invoices
          targets:
            # ID(s) of the `target` queue(s) (there can be none or more than one):
            - target_id: null
          INBOX:
            # IDs of the `source` inbox belonging to the `source` queue above:
            id: 123456
            # Name of the `source` inbox:
            name: Invoices
            targets:
              # ID(s) of the `target` inbox(s) (there can be none or more than one):
              - target_id: null
  HOOKS:
    # IDs of the `source` hooks:
    - id: 123456
      # Name of the `source` hook:
      name: Supplier Data Matching
      targets:
        # ID(s) of the `target` hook(s) (there can be none or more than one):
        - target_id: null
  SCHEMAS:
    # IDs of the `source` schemas:
    - id: 123456
      # Name of the `source` schema:
      name: Tax invoices (US) schema
      targets:
        # ID(s) of the `target` schema(s) (there can be none or more than one):
        - target_id: null