KB0000216 Windows App Install Test Plan

These tests are to be perfomed after a Windows App ('client') install. The purpose is to check that the interaction with the client desktop is correct, using the local resources e.g. Microsoft Outlook, Word etc. if installed. It assumes that the server is operating correctly.


#Item Done
1.1Has the client setup.exe run OK?
1.2In 'Options/Connection' is the connection type set to match the server e.g. Basic or Integrated Windows Authentication?
1.3In the login form, is the server URL set?
1.4Can you login?
1.5Can you see projects and (optionally) portfolios?
1.6Can you open a portfolio and project (or just a project) and see the process diagrams?
1.7Can you view a file?
1.8Can you check a file out and back in?

If using the Email via SMTP

#Item Done
3.1 Is the email setting correct in 'Options/Email' i.e. SMTP?
3.3 Can you successfully email a file to yourself?

Interactions with Microsoft Office

#Item Done
4.1Check which version of MS Office are you using.
4.2In Admin/Edit Project Summary Info/Client Options - Office Export Properties, note the properties that are selected for export.
4.3In the Options/General tab, switch on Export Properties to Office Documents on Checkout.
4.4Checkout a .docx file.
4.5When the document opens, click the Office button, select Prepare, Properties, Document Properties, Advanced Properties, Custom.
4.6The Custom Properties should contain values exported from PIAB.
#Item Done
5.1Can you successfully search for a file and view the results?
5_2/windows_app_install_test_plan.txt · Last modified: 2019/03/02 17:14 (external edit)