KB2410215 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 more lightweight client test plan (which assumes the server is operating correctly) please see: KB2410216 Client Install Checklist.

Basic Client Tests

# Item Done
1.1Run the PIAB client and log into the server.
1.2Select Menu: 'File/Portfolio View' and check it on.
1.3Select Menu: 'File/Select Portfolio' and choose a portfolio and project. The default process diagram should open.
1.4Click on the process diagram until you get to the 'File Explorer' form.
1.5Select a document and a file.
1.6Check the file out.
1.7Check the file back in.
1.8View the file.
1.9Show the Version History.
1.10View a version description.
1.11View an old version.
1.12Switch to 'Index View'.
1.13Switch back to the normal view i.e. 'Index View' off.

Create a Project and Portfolio

# Item Done
2.1Select Menu: 'Admin/Manage Projects', 'New Projects' Tab.
2.2Select a PRINCE2 template e.g. PRINCE2 2009.
2.3Create a new project.
2.4Add two stages to the project.
2.5Select Menu: 'Admin/Manage Portfolios'.
2.6Create a new portfolio.
2.7Add the new project to the new portfolio.
2.8Close the form.
2.9Select the new portfolio and project. Check the diagrams and Explorer form open OK.
# 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.

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.


# 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.

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.

Prepare Reporting Data

This section requires test data to be added to the project. Please download and unzip the following test pack to your PC:


# Item Done
8.1In the Explorer form, open the 'Specialist' node.
8.2Create a new document, and call it 'Test Data'.
8.3Add all the test pack files into the this document.
8.4Open the 'Admin/Edit Project Summary Info' form.
8.5In the 'Logs' tab, specifiy the Risk, Issue, Quality and Finance logs as the test data spreadsheets.
8.6In the 'MSP Plans' tab, add the 'Project 1 MSP Plan.mpp' file, the 'PROJECT 1 MSP Plan.xml' file and the 'Project Plan Support Tool.xls'.
8.7In the 'Spreadsheets' tab, add the ranges from the table below.
8.8In the 'Extended Data' tab, populate the fields using the guidance provided in the form.

Test Data Spreadsheet Ranges

File Range
Risk Register.xls !riskthreshold
Issue Register.xls !keyissues
Quality Register.xls !qualityactivitylist
Health Check.xls !healthcheckoverview
Health Check.xls !healthchecksummary

Project Report

# Item Done
9.1Select menu: 'Reports/Project Report'.
9.2Set all the reporting options 'on'.
9.3Run 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.
9.4Check the contents of the project report.

Portfolio Report

# Item Done
10.1With your test portfolio and project selected, run the 'Admin/Edit Portfolio Summary Info' and enter test data in the form, set the status flags etc.
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.

Outlook Toolbar

If using Microsoft Outlook, you can optionally install a toolbar button that helps with checking files back into PIAB from Outlook. The Outlook toolbar is normally installed as part of the standard client install, but if you are using a 'download' client from the web application, then it may not be.

# Item Done
11.1Is the Outlook Toolbar Button installed? To check, run Outlook and look for the 'PROJECT in a box' button and logo. Check 'Tools/Customize' in case it is installed but not enabled.
11.2Check that the mail folder location is correct for your system: in Outlook click the PIAB toolbar button and the folder is shown in the form. In the PIAB client, select 'File/Check-in from Email'. These mail folder locations must match.
11.3In the PIAB client, check a file out to email and send it to yourself.
11.4In Outlook, receive the email, and use the PIAB toolbar button to save the selected files for check in.
11.5In the PIAB client, select 'File/Check-in from Email' to pick up the saved files and check them in.
2_4/kb2410215.txt · Last modified: 2017/06/22 13:13 (external edit)

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