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 |
---|---|---|
1.1 | Has the client setup.exe run OK? | |
1.2 | In 'Options/Connection' is the connection type set to match the server e.g. Basic or Integrated Windows Authentication? | |
1.3 | In the login form, is the server URL set? | |
1.4 | Can you login? | |
1.5 | Can you see projects and (optionally) portfolios? | |
1.6 | Can you open a portfolio and project (or just a project) and see the process diagrams? | |
1.7 | Can you view a file? | |
1.8 | Can you check a file out and back in? |
# | 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? |
# | Item | Done |
---|---|---|
4.1 | Check which version of MS Office are you using. | |
4.2 | In Admin/Edit Project Summary Info/Client Options - Office Export Properties, note the properties that are selected for export. | |
4.3 | In the Options/General tab, switch on Export Properties to Office Documents on Checkout. | |
4.4 | Checkout a .docx file. | |
4.5 | When the document opens, click the Office button, select Prepare, Properties, Document Properties, Advanced Properties, Custom. | |
4.6 | The Custom Properties should contain values exported from PIAB. |
# | Item | Done |
---|---|---|
5.1 | Can you successfully search for a file and view the results? |