5_1:kb0000215

KB0000215 Client-Server Test Plan

The purpose of this test plan is to check the correct condition of key client and server settings and choices. It is not a complete test of all the user functionality. The plan requires the PROJECT in a box user you are using to have 'Admin' and 'Portfolio View' permissions.

For a server install checklist please see: KB0000210 Server Install Checklist.

For a more lightweight client test plan (which assumes the server is operating correctly) please see: KB0000216 Windows App Install Test Plan.

Create a Project and Portfolio

NB Be default the user that creates the project will have modify permission, and all other users will have no access. You can set permissions for other users from the Create New Project for or after the project is created.

# Item Done
1.1Run the PROJECT in a box client and login to the server.
1.2Select Menu: 'Project/Create New Project',
1.3Add a Project name.
1.4Select a template e.g. 3 Step Project Management method 2015
1.5Create a new project.
1.6Close the form.
1.7Select Menu: 'Project/Manage Stages'.
1.8Add 2 new stages.
1.9Close the form.
1.10Select Menu: 'Portfoliio/Manage Portfolios'.
1.11Create a new portfolio.
1.12Add your user e.g. 'Admin' to the portfolio.
1.13Add your new project to the new portfolio.
1.14Close the form.
1.15Select the new portfolio and project. Check the diagrams and Explorer form open OK.

Basic Client Tests

# Item Done
2.1Run the PROJECT in a box client and log into the server.
2.2From the 'PROJECT / Select Project' form, select the project you created in step one.
2.3The default process diagram should open.
2.4Click on the process diagram until you get to the 'File Explorer' form.
2.5Select a document and a file.
2.6Check the file out.
2.7Check the file back in.
2.8View the file.
2.9Show the Version History.
2.10View a version description.
2.11View an old version.
# Item Done
3.1Click the 'Search' toolbar button.
3.2Search for a keyword e.g. 'Risk'. Check the returns.
3.3Search for a filename e.g. 'Risk'. Check the returns.

Upload/Download templates

# Item Done
3.4Select Admin/Upload/Download templates
3.5Select a template from 'Download a template from the server' drop down box, click Download now
3.6Select 'Upload a template to server' Upload now drop down box, click upload now

Export Project

# Item Done
3.7Make sure you first have a project selected
3.8Select Admin/Export
3.9Select export button
3.10Confirm URL for the exported project is correct.

NB If it is incorrect or still contains localhost in its path you need to set the export url in the Server Management Tool/Paths

Outlook Email

If using Outlook on your system.

# Item Done
4.1Set 'Options/Mail' to use Outlook.
4.2In the Exporer form, select a document and a file.
4.3Send a document by email.
4.4Send a file by email.
4.5Send a file version by email.

SMTP Email

If using SMTP email on your system, rather than Outlook.

# Item Done
5.1Set 'Options/Mail' to use SMTP.
5.2In the Exporer form, select a document and a file.
5.3Send a document by email.
5.4Send a file by email.
5.5Send a file version by email.

Instant Notifications

# Item Done
6.1In the Explorer form, select a document and file.
6.2Click 'Notifications'.
6.3Add an 'On Check-In' notification with a test description.
6.4Check out a file from the document, then check it back in with a description.
6.5Check that you received a notification email.

Plan Notifications via piabtriggerwatch.exe

# Item Done
6.6In the client menu select Plan/Plan Notification
6.7Select New and give a name and description to the notification
6.8Create a new rule by selecting 'New'
6.9Set the rule type to ' Project name contains <name>
6.10Set the search pattern to match the current project name
6.11Request that piabtriggerwatch is run on the server and confirm that you receive the notification

Microsoft Office Files

# Item Done
7.1In 'Options/General' switch on 'Use Title field in MS Documents.'.
7.2In the Explorer Form, select a file and view it. The full file name should appear in the header. If there are errors reported, this might indicate an older version of Office or some components that need to be installed.

Project Report

# Item Done
9.1Open your new Portfolio and Project based on the 3 Step Project Management method 2013 template, or get a new one.
9.2Select menu: 'Reports/Project Report'.
9.3Set all the reporting options 'on'.
9.4Run a project report. Make a note of any error or information messages. They may indicate client or server-specific issues that need to be resolved with client or server options.
9.5Check the contents of the project report.

Portfolio Report

# Item Done
10.2Select menu 'Reports/Portfolio Report'.
10.3Set all the reporting options 'on'.
10.4Run the portfolio report. Make a note of any error or information messages. They may indicate client or server-specific issues that need to be resolved with client or server options.
10.5Check the contents of the report.

Browser App

# Item Done
12.1Login to the PROJECT in a box Browser App.
12.2Select your portfolio and project
12.3Select the Explorer page, and check the project navigation.
12.4Select the 'Controlled Start' process, 'Project Plan' document.
12.5View the 'Project Finances.xlsx' and 'Project Plan.docx' files. This tests that the IIS MIME Types are configured for Office 2010.
12.6View the 'Project Schedule.spn' file. This tests that the IIS MIME Types are configured for PROJECT in a box Planner .spn files. Note that you may need to install PROJECT in a box Planner to view this file, otherwise it may open simply as a XML file in your browser.
5_1/kb0000215.txt · Last modified: 2018/04/26 16:26 (external edit)