In order to avoid any misconfiguration for DMS environment, we need to do some tests on the deployed system. All test cases mentioned in this document need to be executed carefully so it will not affect the actual data.
- check webdav can be mounted by script and open/modify files
Nuxeo
| Test Case | Test Steps & Expected Result |
|---|---|
| Enter the Nuxeo Control Panel | Nuxeo control panel can be accessed with web browser via the following url $(server_url_or_ip):8080/nuxeo |
| Login | When you first time open the Nuxeo Control Panel, you should be asked for login. Use Administrator as the user name and your password from the old Nuxeo instance to login. |
| Check the Patricia workspace | After login you should check that Patricia workspace exists in Nuxeo and has the same permission on it as the old Nuxeo instance (it can be seen in manage tab of the Patricia workspace) |
Case browser
Case browser can be with accessed with web browser via the following url $(server_url_or_ip):8080/nuxeo
| Test Case | Test Steps & Expected Result | Video Demo |
|---|---|---|
| Login | When you first time open the case browser, you should be asked for login. Use Administrator as the user name and your password from the old case browser instance to login | |
| Go to a case by browsing from folders | The first thing we need to check is to see if the document list can be shown correctly. Just navigate into the Documents folder until we find a case folder. Once you've entered into a case folder, you should be able to see one or more documents listed. And click different documents, you should be able to see the content in the preview pane on the right side. | |
| Use "Go to Case" dialog | To test if the 'Go to Case' dialog works or not, you just need to click the 'Go to Case' icon from the navigation bar. You can also use shortcut keys Ctrl+G to open the 'Go to Case' dialog. Once the 'Go to Case' dialog is opened, input a case reference and then press Enter key. The case folder as specified by the case reference should be opened, and you should be able to see the documents reloaded. | Need a few sample case numbers |
| Check preview for DOC, PDF, and so on | You need to test preview function for most document types such as PDF, DOC, DOCX, RTF, EML, MSG and so on. | Test the preview function |
| Test column filter | By using filter users can quickly search documents in the current case folder. To test this function, you need to click the filter icon on the navigation bar first, and then input your search terms in the yellow search box, and finally press Enter key to search. To cancel the filter, press ESC key. To hide the filter search box, just click the filter icon again. | Click the filter button the search box will be shown |
| Test send emails (with or without attachments) | Show success message and can receive email in Outlook | Test mail server configurations etc, a few components involved |
| Test PDF generating (with or without signatures) | Letterhead and signature configured shown in PDF | Signatures and letterheads are configured in Nuxeo Settings folder |
| Test delete function | No such files any more after deletion | Could delete the test PDF generated |
| Test search function | All functions in search dialog should work | Test full text searching with different criteria |
| Test 'View/Edit' function | Documents can be opened via native application | This requires installation of DocIntegrate |
| Test 'download copy' function | Documents can be downloaded and opened | Test download button in the bottom of preview panel |
| Test SSO features | When user opens casebrowser or nuxeo being authenticated as user belonging to the client domain he will be automatically authenticated in these systems (i.e authentication page will not be open). | |
| View/edit extremely large document (>50MB) | Should present a dialog suggesting to use download/upload from Nuxeo web interface | Prepare a large Word document and upload to case browser, and then try view/edit it |
| Test Copy/Move documents to an empty case | Should be able to copy/move to the empty case which doesn't have a case folder on Nuxeo server yet |
DocIntegrate
To run through the test cases, we need Microsoft Word, Outlook and PDF Reader installed on the tester's Windows machine.
| Test Case | Expected Result | Test Steps / Explanation |
|---|---|---|
| Download and Install DocIntegrate via MSI installer | The latest version of DocIntegrate can be downloaded and installed successfully | The latest version of DocIntegrate MSI installer can be found from the link below: https://www.pace-ip.com/edms/downloads/components/DocIntegrate/ |
| View/edit DOC file | Being able to edit DOC files via a native Desktop application | 1) Go to a case folder, select a DOC document, and client 'View/Edit' button; 2) The document should be opened by MS Word shortly; 3) Make some changes in the DOC file in MS Word; 4) Close the MS Word document window; 5) Go back to the case browser window and verify the changes have been uploaded and auto-reloaded in preview pane. |
| View/edit DOCX file | Being able to edit DOCX files via a native Desktop application | 1) Go to a case folder, select a DOCX document, and client 'View/Edit' button; 2) The document should be opened by MS Word shortly; 3) Make some changes in the DOC file in MS Word; 4) Close the MS Word document window; 5) Go back to the case browser window and verify the changes have been uploaded and auto-reloaded in preview pane. |
| View/edit PDF file | Being able to view PDF files via a native Desktop application | 1) Go to a case folder, select a PDF document, and client 'View/Edit' button; 2) The document should be opened by PDF reader; 3) Close the PDF reader window. |
| View/edit MSG file | Being able to view MSG files via a native Desktop application | 1) Go to a case folder, select a MSG document, and client 'View/Edit' button; 2) The document should be opened by MS Outlook; 3) Close the MS Outlook window. |
| View/edit EML file | Being able to view EML files via a native Desktop application | 1) Go to a case folder, select a EML document, and client 'View/Edit' button; 2) The document should be opened by MS Outlook; 3) Close the MS Outlook window. |
| View/edit multiple files at the same time | Being able to edit/view multiple files via a native Desktop applications | 1) Go to a case folder, select a document, and client 'View/Edit' button; 2) The document should be opened by MS Outlook; 3) Repeat step 1 and step 2 to open multiple documents via native applications, including DOC, DOCX, PDF, MSG, EML document types; 4) Close the application windows one by one and check in case browser to verify any changes made have been uploaded successfully. |
| Network drop while editing documents | Changes can be automatically recovered when network connection is dropped | 1) Go to a case folder, select a DOCX document, and client 'View/Edit' button; 2) The document should be opened by MS Word shortly; 3) Make some changes in the DOC file in MS Word; 4) Disconnect the network; 5) Close the MS Word document window; 6) Go back to the case browser window and verify the changes have been uploaded and auto-reloaded in preview pane. |
| System restarts while editing documents | Changes can be automatically recovered when system restarts | 1) Go to a case folder, select a DOCX document, and client 'View/Edit' button; 2) The document should be opened by MS Word shortly; 3) Make some changes in the DOC file in MS Word; 4) Restart the operating system without closing the document window; 5) When system has started, DocIntegrate should be launched automatically; 5) Go back to the case browser window and verify the changes have been uploaded. |
DocIntegrateOutlook
| Test Case | Expected Result | Test Steps / Explanation |
|---|---|---|
| Download and Install DocIntegrateOutlook via MSI installer | The latest version of DocIntegrateOutlook can be downloaded and installed successfully | The latest version of DocIntegrateOutlook MSI installer can be found from the link below: ? |
| Choose not saved email | DocIntegrateOutlook shows "Not Saved" message. | |
| Choose saved email | DocIntegrateOutlook shows "Saved" message with a list of action items and links to the cases in casebrowser. | |
| Press link to case in DocIntegrateOutlook | Case in case browser opens in the web browser |