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5_2:client-server_test_plan
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 |
|---|---|---|
| 1.1 | Run the PROJECT in a box client and login to the server. | |
| 1.2 | Select Menu: 'Project/Create New Project', | |
| 1.3 | Add a Project name. | |
| 1.4 | Select a template e.g. 3 Step Project Management method 2015 | |
| 1.5 | Create a new project. | |
| 1.6 | Close the form. | |
| 1.7 | Select Menu: 'Project/Manage Stages'. | |
| 1.8 | Add 2 new stages. | |
| 1.9 | Close the form. | |
| 1.10 | Select Menu: 'Portfoliio/Manage Portfolios'. | |
| 1.11 | Create a new portfolio. | |
| 1.12 | Add your user e.g. 'Admin' to the portfolio. | |
| 1.13 | Add your new project to the new portfolio. | |
| 1.14 | Close the form. | |
| 1.15 | Select the new portfolio and project. Check the diagrams and Explorer form open OK. |
Basic Client Tests
| # | Item | Done |
|---|---|---|
| 2.1 | Run the PROJECT in a box client and log into the server. | |
| 2.2 | From the 'PROJECT / Select Project' form, select the project you created in step one. | |
| 2.3 | The default process diagram should open. | |
| 2.4 | Click on the process diagram until you get to the 'File Explorer' form. | |
| 2.5 | Select a document and a file. | |
| 2.6 | Check the file out. | |
| 2.7 | Check the file back in. | |
| 2.8 | View the file. | |
| 2.9 | Show the Version History. | |
| 2.10 | View a version description. | |
| 2.11 | View an old version. |
Search
| # | Item | Done |
|---|---|---|
| 3.1 | Click the 'Search' toolbar button. | |
| 3.2 | Search for a keyword e.g. 'Risk'. Check the returns. | |
| 3.3 | Search for a filename e.g. 'Risk'. Check the returns. |
Upload/Download templates
| # | Item | Done |
|---|---|---|
| 3.4 | Select Admin/Upload/Download templates | |
| 3.5 | Select a template from 'Download a template from the server' drop down box, click Download now | |
| 3.6 | Select 'Upload a template to server' Upload now drop down box, click upload now |
Export Project
| # | Item | Done |
|---|---|---|
| 3.7 | Make sure you first have a project selected | |
| 3.8 | Select Admin/Export | |
| 3.9 | Select export button | |
| 3.10 | Confirm 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 |
|---|---|---|
| 4.1 | Set 'Options/Mail' to use Outlook. | |
| 4.2 | In the Exporer form, select a document and a file. | |
| 4.3 | Send a document by email. | |
| 4.4 | Send a file by email. | |
| 4.5 | Send a file version by email. |
SMTP Email
If using SMTP email on your system, rather than Outlook.
| # | Item | Done |
|---|---|---|
| 5.1 | Set 'Options/Mail' to use SMTP. | |
| 5.2 | In the Exporer form, select a document and a file. | |
| 5.3 | Send a document by email. | |
| 5.4 | Send a file by email. | |
| 5.5 | Send a file version by email. |
Instant Notifications
| # | Item | Done |
|---|---|---|
| 6.1 | In the Explorer form, select a document and file. | |
| 6.2 | Click 'Notifications'. | |
| 6.3 | Add an 'On Check-In' notification with a test description. | |
| 6.4 | Check out a file from the document, then check it back in with a description. | |
| 6.5 | Check that you received a notification email. |
Plan Notifications via piabtriggerwatch.exe
| # | Item | Done |
|---|---|---|
| 6.6 | In the client menu select Plan/Plan Notification | |
| 6.7 | Select New and give a name and description to the notification | |
| 6.8 | Create a new rule by selecting 'New' | |
| 6.9 | Set the rule type to ' Project name contains <name> | |
| 6.10 | Set the search pattern to match the current project name | |
| 6.11 | Request that piabtriggerwatch is run on the server and confirm that you receive the notification |
Microsoft Office Files
| # | Item | Done |
|---|---|---|
| 7.1 | In 'Options/General' switch on 'Use Title field in MS Documents.'. | |
| 7.2 | In 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 |
|---|---|---|
| 9.1 | Open your new Portfolio and Project based on the 3 Step Project Management method 2013 template, or get a new one. | |
| 9.2 | Select menu: 'Reports/Project Report'. | |
| 9.3 | Set all the reporting options 'on'. | |
| 9.4 | Run 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. | |
| 9.5 | Check the contents of the project report. |
Portfolio Report
| # | Item | Done |
|---|---|---|
| 10.2 | Select menu 'Reports/Portfolio Report'. | |
| 10.3 | Set all the reporting options 'on'. | |
| 10.4 | Run 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. | |
| 10.5 | Check the contents of the report. |
Browser App
| # | Item | Done |
|---|---|---|
| 12.1 | Login to the PROJECT in a box Browser App. | |
| 12.2 | Select your portfolio and project | |
| 12.3 | Select the Explorer page, and check the project navigation. | |
| 12.4 | Select the 'Controlled Start' process, 'Project Plan' document. | |
| 12.5 | View the 'Project Finances.xlsx' and 'Project Plan.docx' files. This tests that the IIS MIME Types are configured for Office 2010. | |
| 12.6 | View 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_2/client-server_test_plan.txt · Last modified: 2019/03/02 19:39 by admin
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