DocuBrain TechDoc Acceptance Test Plan

Transcription

1 PTI-TD DocuBrain TechDoc Acceptance Test Plan A DocuBrain Product By Prevo Technologies, Inc.

2 Table of Contents PTI-TD Acceptance Test Plan Overview... 1 Overview... 1 Intent... 1 General Test Instructions... 1 Modifications to the Original Test Plan... 1 Testing Environment... 2 Notes on Installing a Testing Environment... 2 DM User Testing... 4 DM-74 Add Projects for Associating Documents... 5 DM-247 Document and Generation Attachments... 7 DM-473 Add a new Mass Cancel Document feature for CR DM-500 Update the Look and Feel of the DM... 9 DM-502 Allow an Attachment when Casting Vote DM-503 Can't Vote Again to Change Comments if the Type of Vote Doesn't Change DM-504 Add support for Office 2010 Differences in the Text Extractors DM-514 Delete Folder Tree when No Documents in Tree DM-515 Optimize Reports for Documents with Keyword Criteria DM-517 Allow Group to be deleted if it has Associations DM-532 Handle Smart Quotes Pasted into Various Input Fields DM-534 Add Keywords as a Column on Reports DM-535 Add Search Folders with Selectable Columns DM-536 Add support for Office Open XML Thumbnails that use the EMF Format.. 20 DM-539 Add a Text Extractor for Visio VSD Files DM-544 Add a Progress Indicator When Uploading Files DM-545 Add Nonresident URL to Generation DM-546 Add Navigation Crumbs to the Explorer DM-547 Add Revision as a Column in the Explorer DM-548 Add an Action Gear to Various Brief Items DM-549 Add Web 2.0 Widgets to TechDoc DM-550 Add Change Password Feature for Improved Security and Usability DM-551 Improve Review Vote Request Subject on DM-552 Add Support for Visio 2013 Thumbnails DM-553 Add Support for Visio 2013 Text Extraction DM-554 Add Compose to Document, Generation, and Project DM-555 Fix Report Problem with Order by and Multiple Virtual Columns DM-560 Add Document Default Associations to a Folder DM-561 Add Access and Mail List Inheritance for Folders DM-562 Change OK Button for Quick Search on Main Menu to an Image DM-563 Add Release to a Generation DM-564 Add Unrelease to a Generation DM-567 Rename Lists to Groups DocuBrain TechDoc Acceptance Test Plan i

3 PTI-TD DM Records Manager Testing DM-456 Add an RMA Cutoff Date (Retention Start Date) per CR DM Workflow Manager Testing DM-531 Add BPMN 2.0 Workflow Support to TechDoc DM Admin Testing DM-486 Allow Modify Remote with One That Already Exists DM-491 Add System Property to define which hyperlinks and generations that Status and Retrieval display DM-493 Update TechDoc to use Tomcat DM-494 Upgrade DM to use new JRE for TechDoc DM-526 Update the DM Default Authenticator System Property to Document the Impact on SSO DM-533 Adjust Memory Allocated to Tomcat during DM Installation DM-556 Add Ability to get Document Statistics DM-558 Add Partition Information to File Areas on the DM DM-577 Change Default Submit Order on Resubmit All Documents SM User Testing SM Admin Testing SM-97 Add Advanced Search and Quick Search to the SM SM-98 Upgrade SM to use new JRE for TechDoc SM-101 Update the Look and Feel of the SM SM-105 Update the SM Default Authenticator System Property to Document the Impact on SSO SM-107 Adjust Memory Allocated to Tomcat during SM Installation SM-112 Fix Cross Site Scripting (XSS) Finding Reported on the SM SM-113 Add Partition Information to File Areas on the SM SM-114 Change OK Button for Quick Search on Main Menu to an Image SM-115 Update Lucene to the Latest Version for TechDoc SM-118 Add Rebuild Index Command into the SM in Support of Upgrading Lucene 74 SM-119 Add Optimize Index Command into the SM in Support of Upgrading Lucene Specialized System Level Testing DM-492 Fix Original PDFbox Temp File Closed Too Early Issue DM-496 Make Sure Build Date is always Correct on DM About Screen DM-505 Add new Interim Certificate Authority that is required by NSSC DM-507 Add Ability for Folder Shares to Open Documents in New Windows DM-509 Add Create Date and Non-Resident Support to REST DM-511 Add Support for Files Larger than 2GB DM-512 Add Support to the DM for SQL Server DM-513 Add the Outlook Mime Type to DM DM-516 Add Snapshot Isolation to the DM Database DM-521 Add REST Privilege to Restrict Use of TechDoc Client and Other REST-Based Applications DM-522 Update CSS to Deal with Recent Change to IE DocuBrain TechDoc Acceptance Test Plan ii

4 PTI-TD DM-523 Improve SAML to Work on Servers with Multiple Host Names DM-524 TechDoc Client Doesn't Handle a Server that is Not Configured for SSO DM-525 Modify Cabinet does not work from the TechDoc Client DM-527 Change DM TechDoc Tomcat Ports to Avoid Collisions DM-528 Update BDL Protocol Authorization to Handle IPv DM-537 Update TechDoc 8 Installer to Configure IIS to Pass Errors Back to Client. 82 DM-540 Improve the DM on Servers with Multiple Host Names DM-541 Add Temp Folder Checking on DM Start Up DM-543 Update REST Document Search Service to Support All Document Columns DM-565 Add New Iterators to Records to Reduce Memory Usage in TechDoc DM-570 Add Utils from CSV Import Utility to TechDoc 8 for Inclusion with Scan Agent DM-573 Add Nonresident Document Support to Scan Agent DM-574 Update the VIX API to Support VMware DM-576 Modify the Render Task so that Lower Priority Renders Can Be Handled.. 85 DM-584 Add Deleted File Logging for Replace Document SM-96 Remove Keyword History out of the SM Show History Servlet SM-99 Make Sure Build Date is always Correct on SM About Screen SM-100 History Display Could Have Problem when IP Address is not set SM-103 Add Support to the SM for SQL Server SM-104 Add Snapshot Isolation to the SM Database SM-106 Change SM TechDoc Tomcat Ports to Avoid Collisions SM-109 Improve the SM on Servers with Multiple Host Names SM-110 Add Temp Folder Checking on SM Start Up SM-111 Increase the Released File Name Length to 255 to Match the DM SM-117 Remove Clustering from the Remote Host Index on the Documents Table 89 Conclusion DocuBrain TechDoc Acceptance Test Plan iii

5 Acceptance Tester Information PTI-TD Name: Mail Code or Address: Date: Phone Number: DocuBrain TechDoc Acceptance Test Plan iv

6 PTI-TD Acceptance Test Plan Overview Overview TechDoc is a distributed, document and records management system designed for the management of any type of document or file, such as traditional documents (Word, Excel, PowerPoint, PDF, etc.), CAD drawings, audio, video, etc. TechDoc provides a simple, distributed, and secure way for users to manage and share their documents and records electronically. Intent This Acceptance Test Plan is intended to demonstrate and verify that the functional capabilities meet general user needs and the application performs as designed by the development team. The test cases included in this plan are specifically targeted to verify capabilities that have either been changed or added with this release of TechDoc. General Test Instructions The test has step-by-step instructions you need to follow to execute the test cases accurately. Skipping a step could skew the test results. It might be necessary to return to the start of a test sequence if a step or steps are inadvertently dropped. The following input is requested for each test case: Optionally, place a check mark in this column to note that each step was performed. Correct Circle Y to indicate that the results were correct or N to indicate that the results were incorrect or that an unexpected error occurred. Initials Enter your initials to indicate that you completed this test case. Comments - If N is circled, please explain why here. Also, feel free to provide any additional comments concerning this test case. Modifications to the Original Test Plan None, this is the original plan. DocuBrain TechDoc Acceptance Test Plan 1

7 Testing Environment PTI-TD The following requirements must be met in order to perform testing: Internet connectivity A TechDoc compatible web browser Access to a TechDoc test system running TechDoc Release 8 or the latest release candidate of TechDoc Release 8. A TechDoc User Account on the test system Notes on Installing a Testing Environment If you are installing a test environment, here is a list of requirements that are expected of the environment in order to allow users to complete the tests. If you are simply a tester, you can skip the remainder of this section. Install a Document Manager (DM) and a Search Manager (SM). Usually do so on the same server, it will make testing easier for the users as they will only need to know one server name. On the SM: o Add a couple of Authenticators o Add Network Addresses to allow testers access to the system if necessary o Add a Remote Host for the DM (Note the username and password for use when setting up the DM) o Modify System Properties: Set AllowForgotPassword to Yes Set AllowLogInFrom to the appropriate value Set AllowSearchFrom to Global Set CachedFileMode to Yes Set CachedFilesRequireAuthorization to No Set DisableSearching to No Set ExternalBaseUrl to the appropriate value Set SmtpFromAddress if necessary to allow SMTP delivery in your environment Set SmtpGateway to a Mail gateway accessible by the SM Adjust any other settings to suit your requirements o Create User Accounts for testers On the DM: o Add a couple of Authenticators o Adjust Doc Categories if desired Do not delete NS as it is used in testing o Add a couple of Employers DocuBrain TechDoc Acceptance Test Plan 2

8 PTI-TD o Add a couple of Keywords make sure that at least one of them is a date create a private keyword named Private_Keyword o Add Network Addresses to allow testers access to the system if necessary o Add a couple of Organizations o Add a couple of RMA File Plans that are not permanent o Add some Doc Types o Add a Search Manager Host for the SM Set the Web Search preferably to Campus so testers can choose any Web Search (besides None) and their documents will get sent to the SM Set "Send Index Text" to Yes Set "Send Release Files" to Yes The "Send Thumbnails" can be set either way (it doesn't affect testing) Of course, use the Username and Password that you used when creating the Remote Host on the SM When given the chance to submit all documents, click OK; It is important that all current information be sent to the SM o Modify System Properties: Set AllowAssocRemoteAccess to Yes Set AllowFetchByUsernameFrom to the appropriate value Set AllowForgotPassword to Yes Set AllowLogInFrom to the appropriate value Set AutoDocNumberMask to something if it is blank, we suggest AUTO-%y-%###### Set ExternalBaseUrl to the appropriate value Set SmtpFromAddress if necessary to allow SMTP delivery in your environment Set SmtpGateway to a Mail gateway accessible by the DM Set SystemAvailable to Yes Adjust any other settings to suit your requirements o Create User and Admin Accounts for testers DocuBrain TechDoc Acceptance Test Plan 3

9 PTI-TD DM User Testing The following test cases can be performed by a user with Normal privileges on a Document Manager. DocuBrain TechDoc Acceptance Test Plan 4

10 DM-74 Add Projects for Associating Documents PTI-TD Projects have been added to associate/group documents together. It is very common for multiple documents to be needed while working on a project. Initially, the project will mainly be used for simply associating a group of documents together. In the future, projects will be expanded to provide more functionality based on user feedback. 1. Start by creating a Project. Click Projects on the Main Menu and click Create Project on the side menu. Give the Project a name and optionally fill in the remainder of the information. Click Next and then OK to create the Project. 2. Now modify the Project and add a Keyword. Click Projects on the Main Menu, select the Project created in the previous step, and then click Modify on the side menu. When the modify Project screen loads, enter a reason and then click Next. Select a Keyword from the New Keyword drop down, click Add to add the Keyword. Enter/select a value for the Keyword and then click OK to modify the Project. 3. Let's add a Document to the Project. First create a test Document and note the Document Number. Now click Projects on the Main Menu, select the Project created for this test, and then select Add Document on the side menu. In the Document Number box, type just the first few letters (3 or 4) of the Document Number. A suggestions box should popup below showing all Documents with Document Numbers that match those first few letters. Select the test Document from the list, type a reason, and then click OK. 4. If you have another non-admin User account available, test associating access to the Project. If another non admin User account is not available, you may skip the remainder of this step. Click Projects on the Main Menu, select the test Project, and then select Assoc Access from the side menu. The Project should default to Local Users with Read access. Give your other User account modify privileges to the Project, log out and then log in with that account and see that you are able to modify the Project. Log out and log back in with your original User account. 5. Test the Compose feature by clicking Projects on the Main Menu, selecting the test Project, and selecting Compose from the side menu. Using the interface, create a test and send it to yourself. The To and CC buttons can be used to select Users and Groups to send the to. Try out some of the text and body formatting options using the toolbar. Select a few of the Include links at the bottom and then click Send. Give the time to be sent (sometimes may take up to minutes). Once you receive the , verify it appears as it did when you constructed it; the links are correct, etc DocuBrain TechDoc Acceptance Test Plan 5

11 PTI-TD Remove the test Document from the Project. Click Projects on the Main Menu, select the test Project, and then select the Project Document you added in the previous example. When the Project Document screen loads, select Remove from the side menu. Click Next, enter a reason, and then select OK. Verify that the Project no longer contains the test Document. 7. You no longer need the test Document, so you may navigate to the Document and delete it. 8. Now Delete the Project. Click Projects on the Main Menu, select the test Project, and then select Delete from the side menu. Click Next, enter a reason, and then click OK to delete the Project. Results: You were able to Create, Modify, Delete, and Compose Correct for the Project. You were also able to Add and Remove a Y N Project Document and Associate Access for the Project. Initials DocuBrain TechDoc Acceptance Test Plan 6

12 DM-247 Document and Generation Attachments PTI-TD The ability to upload attachments to a document or one of its generations has been added to TechDoc. Attachments need to appear on the appropriate "Show" pages and the DM status and retrieval page. 1. Create a test Document for this exercise. 2. Navigate to and select the test Document. Click Attachments on the side menu under "Show " and then click Add on the side menu. Enter a description, a reason, and then click Next. Click the Browse button and select a file to upload as the attachment for this Document. Click OK to create the attachment. 3. Verify that you now see the Document attachment listed, with the correct filename, description, etc. 4. Select the attachment and select Delete from the side menu. Click Next, enter a reason, and then click OK to delete this attachment. 5. Navigate to and select the test Document. This time however, select a generation under the test Document. Click Attachments on the side menu and then click Add on the side menu. Verify that the screen says you are adding an attachment to the Generation. Enter a description, a reason, and then click Next. Click the Browse button and select a file to upload as the attachment for this Generation. Click OK to create the attachment. 6. Verify that you now see the Generation attachment listed, with the correct filename, description, etc. 7. Select the Generation attachment and select Delete from the side menu. Click Next, enter a reason, and then click OK to delete this attachment. 8. Now delete the test Document. Results: Now you are able to Create and Delete an Attachment Correct on both a Document and a Generation. Y N Initials DocuBrain TechDoc Acceptance Test Plan 7

13 PTI-TD DM-473 Add a new Mass Cancel Document feature for CR The ability to mass cancel a large number of documents at once has been added to TechDoc. The user provides the revision, a file, and whether the file should be rendered or not (if applicable). The file is then added to each document as the final generation of the document and then cancelled with the specified revision. 1. Create several test Documents and write down their Document Numbers. It's helpful to name them similar i.e. masscanceltest001, masscanceltest002, etc. 2. Click My Work on the Main Menu and select Mass Cancel Docs on the side menu. 3. Enter the beginning of the Document Number scheme used in step 1 followed by a star. For example if you named the Documents masscanceltest001, masscanceltest002, etc you could enter masscanceltest*. 4. Click Search and note that your test Documents are displayed as results. If you see your Documents, click Next. 5. Select your test Documents by checking the box next to them and click Next. 6. Now Click Browse and select a file to be uploaded and used as the last Generation for the Documents. Click Next after you have selected a file. 7. Select a Revision from the Revision drop down and just choose No for Render. Click Next to continue. 8. Click Next, enter a reason, and then Click OK. 9. Navigate to each of the Documents and verify that they are canceled with the appropriate Revision and final Generation. After verifying each Document, you can Delete it. Results: Now you can Mass Cancel Documents. Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 8

14 DM-500 Update the Look and Feel of the DM PTI-TD The Look and Feel of TechDoc has been updated. The color schemes and all the icons have been updated. Also, layouts have been changes to allow for more compact display of various items. 1. Navigate to and select a Folder. Now using the side menu, try out a few operations just to see that each of the screens for that operations display correctly, the icons appear appropriately, etc. 2. Repeat step one for a Document. 3. Repeat step one for a Generation. 4. Lastly make a pass through all of the links on the Main Menu (Groups, My Work, Projects, etc ) visiting a few screens in each section to verify everything appears correct. Results: Now the Document Manager's look and feel is much Correct more modern. Y N Initials DocuBrain TechDoc Acceptance Test Plan 9

15 DM-502 Allow an Attachment when Casting Vote PTI-TD The ability to upload an attachment as part of casting a vote has been added. When this is done, the attachment is automatically added to the discussion item that is created for that particular vote. You must have the Review Leader privilege to complete this test. 1. Create a test Document and note its Document Number. 2. Create a test Review for the Document making sure that you are a member of the Review team selected for the Review. Once you have created the Review, start the Review. 3. Click Reviews on the Main Menu, select the Review you created, and then select Vote from the side menu. 4. Fill in the Vote as you normally would. At the bottom, click the Browse button, select a file to upload as an Attachment, and then click OK. 5. Click Reviews on the Main Menu, select the Review you created, and then select Show Discuss/Votes. 6. Select the Vote you posted and verify there is now a download icon (diskette) next to the info icon. 7. Click the download icon and verify it contains the file you originally uploaded as the Attachment. 8. Now you may now delete the test Review and Document. Results: Now you can add an Attachment when casting a vote. Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 10

16 PTI-TD DM-503 Can't Vote Again to Change Comments if the Type of Vote Doesn't Change Previously, if you re-voted and tried to change the comments but you don't change the type of vote (for example, leaving it Approved), the system would say that nothing has changed and wouldn't record the new comment. This has been corrected so that you can simply change the comments without changing the type of vote. You must have the Review Leader privilege to complete this test. 1. Create a document; none of the settings is important. 2. On the side menu, click Create Review. 3. When creating the review, don't pick a review team, type A for the Revision, choose No for Allow Reserve and Replace, choose No for Allow Open Posting, enter some text for the Voter Instructions, enter a reason, and click OK. 4. On the side menu, click Create Level. 5. When creating level 1, select No for Auto Concur, select No for Auto Promote, leave Max Duration empty, enter All for Votes Needed for Level, enter a reason, and click Next. 6. Click Next to skip the Group selection screen. 7. Select yourself in the Available Users box, click Add to add yourself to the Selected Users box, and click Next. 8. Click OK without adding any remote users. 9. Click Review Info on the side menu. 10. Click Start on the side menu. 11. Enter a reason and click OK. 12. Click Vote on the side menu. 13. Skip the optional account input(s), choose "Concur with Remarks" for Vote, enter a remark for Remarks, and click OK. 14. Click Vote again on the side menu. 15. Skip the optional account input(s), choose "Concur with Remarks" again for Vote, enter a different remark then last time for Remarks, and click OK. 16. You should receive a message that your vote has been registered. 17. You can now delete the review and the document. Results: You can now recast a vote with the only difference Correct being the remarks. Y N Initials DocuBrain TechDoc Acceptance Test Plan 11

17 PTI-TD DocuBrain TechDoc Acceptance Test Plan 12

18 DM-504 Add support for Office 2010 Differences in the Text Extractors PTI-TD Minor differences are possible with embedded objects between Office 2007 and Office The Office text extractors have been improved to handle the differences when present so that all text is extract. 1. Using Microsoft PowerPoint 2010, create a PowerPoint presentation. Enter a title on the first slide, and at the bottom of the screen, enter a few words into the "notes" area. Save the PowerPoint and exit. 2. Create a test Document using the PowerPoint presentation created in the previous step. Be sure to use a Document Type that is text searchable and a Document Category with an appropriate web search setting for your Search Manager. 3. Release the Document so it will be sent over to the Search Manager and have its text indexed. 4. Now switch over to the search engine and perform a Text search using one of the words or a phrase entered in the "notes" area in step 1. Remember it can take up to a couple minutes for search index updates to run. 5. Verify that you are able to search and find your PowerPoint presentation using words entered in the "notes" area. 6. Go back to the Document Manager and delete the test Document. Results: Newer Office 2010 documents can be searched by text Correct in embedded areas such as notes on slides. Y N Initials DocuBrain TechDoc Acceptance Test Plan 13

19 DM-514 Delete Folder Tree when No Documents in Tree PTI-TD Delete Folder has been improved to allow a folder tree to be deleted. However, to prevent the large scale deletion of documents accidentally, the folder can contain folders but it and any child folders in the tree cannot contain any documents. This way Mass Delete Document can be used to knowingly remove a large number of documents and Delete Folder can then be used to quickly clean up the folder tree that is left behind. 1. Create a test Folder; the attributes specified do not matter. 2. Now navigate into that test Folder and create another Folder. 3. Continue on navigating deeper into this Folder tree creating empty Folders. 4. Once you have created four or five Folders, navigate back to the original Folder you created at the top and select it. 5. Create a test Document within this Folder. 6. Navigate back to the original Folder, select it, and then select Delete from the side menu. Verify that you are not able to delete the Folder Tree because it contains a Document. 7. Now Delete the Document you just created. Navigate back to the original Folder, select it, and then select Delete from the side menu. 5. Click Next, enter a reason, and then click OK to delete the Folder and all of its empty sub-folders. Results: Now you can delete Folder Trees as long as they contain Correct no Documents. Y N Initials DocuBrain TechDoc Acceptance Test Plan 14

20 PTI-TD DM-515 Optimize Reports for Documents with Keyword Criteria When running Document reports on systems with large numbers of documents and keywords, it was possible to create reports that take an extremely long time to complete. The issue arises when many keyword criteria are specified on the report. The Reports SQL generator has been improved for this condition and the same queries that were taking hours now complete in seconds 1. Click Reports on the Main Menu, and then select Create on the side menu. 2. Give the Report a Name, Description, and select Documents as the Table. Click Next to continue. 3. On the Choose Data Fields To Show screen, add the Doc Number and a few other fields to the Selected Data Fields. Click Next to continue. 4. On the Choose Data Fields to Order By screen, you can just click Next. 5. Finally on the Choose Data Fields to Limit Results screen, select and add five or six Keywords. Then for those five or six Keywords, just enter/select a value. The Keywords added and the values specified do not matter. Click Next. 6. Now click the Preview As HTML link to view the Report. Verify that the Report loads quickly now, no more than several seconds. The test here is that you are running a Report that is checking several Keywords. Whether or not you match a single Document, this type of a Report used to take a long time to execute. Results: Now you can create Reports with lots of Keyword Correct criteria that execute quickly. Y N Initials DocuBrain TechDoc Acceptance Test Plan 15

21 DM-517 Allow Group to be deleted if it has Associations PTI-TD Groups (formerly list Lists) can now be deleted even if they have associations. A warning is displayed on the Delete Group servlet so that the user will realize associations will be lost. 1. Click Groups on the Main Menu and select Create from the side menu. 2. Enter a name and description, select Shared as the Group Type, select Local Users as the Member Type, enter a reason, and then click Next. 3. On the Member screen, find your user account in the list, select it, and click Add. Click OK to create the Group. 4. Now create a test Document. The information entered for this Document does not matter. 5. Navigate to the Document, select it, and click Assoc Access from the side menu. 6. Enter a reason and click Next. On the Groups screen, select your test Group, choose an access setting of Modify, and then click Add. Click Next. Click Next. Finally click OK to finish the association. 7. Now you have a test Group that is associated to a Document. Click Groups on the Main Menu, select your test Group, and click Delete on the side menu. 8. Verify that you now see a warning telling you the Group has one or more associations. 9. Click Next, enter a reason, and click OK. Verify that you are now able to delete the Group. 10. Navigate to, select, and delete the test Document. Results: Now you can delete a Group even if it has associations. Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 16

22 PTI-TD DM-532 Handle Smart Quotes Pasted into Various Input Fields When copying data from sources like Office products to text boxes in TechDoc, smart quotes and various other Unicode characters can cause errors. Improvements have been made to translate these special characters back to their standard ASCII representation to avoid the errors from occurring. 1. Most of the fields throughout the Document Manager now handle smart quotes and other Unicode characters commonly used in Office products. We'll just touch on a couple of example. Create a Folder and in the description field enter some text and a smart quote. A smart quote can be obtained by typing a quote into a Word document. If smart quotes are enabled you will see your normal quotes replaced with the special forward and backward facing quotes. These quotes can be copy to the clipboard by pressing CTRL + C and pasted into the description field by pressing CTRL + V. If you don't have smart quotes enabled (the default setting in Word), you may simply enter a different Unicode character such as «by holding the ALT key, typing 0171 and then releasing the ALT key. 2. Now create a Document and like the previous example placing a smart quote or other Unicode character in its title. 3. Navigate around the Document Manager and find a few other things to create, maybe a Group or Cabinet, and try these special characters there. 4. Verify that all of the Folders, Documents, and any other things you've created allowed you to enter those special characters. 5. Delete the Folder, Document, and any other things you created for this test. Results: Now you can use smart quotes and other special Correct characters in input fields. Y N Initials DocuBrain TechDoc Acceptance Test Plan 17

23 DM-534 Add Keywords as a Column on Reports PTI-TD A request was received to allow a Keyword to be shown as a column on a Document report. In performing the work required, it was determined that Keywords should be added as columns for Projects, Records, and Record Sets. 1. Click Reports on the Main Menu and then select Create on the side menu. 2. Enter a name and description for the Report and choose Documents for the Table. Click Next. 3. On the Fields To Show screen, add Doc Number and a Keyword from the list at the bottom. The Keywords in the System will be presented as {Keyword} followed by the name of the Keyword. After you've added the Doc Number and a Column, click Next. 4. On the Fields to Order By screen, just click Next. 5. On the Data Fields To Limit Results screen, just enter a bit of search criteria you know will match at least one or more Documents in the system that have Keyword you selected in step 3. An easy way to do this is just add the Keyword and set the value = *. That way you'll make any Document in the system that has the Keyword you specified. Click Next. 6. Now click the Preview As HTML link. Verify the Report shown contains the Doc Number and Keyword columns, and that the Keyword column lists its value for each Document. 7. Close the Report popup window. Now just click Cancel to cancel the creation of the Report. If you have already clicked OK to create the Report, just navigate back to the Report and delete it. Results: Now you can create Reports that display Keywords as a Correct column. Y N Initials DocuBrain TechDoc Acceptance Test Plan 18

24 DM-535 Add Search Folders with Selectable Columns PTI-TD The Search Folder concept from the TechDoc Client has been introduced into TechDoc 8. A user can create a Search Folder with arbitrary document criteria and all matching documents that the user has read access to will appear in the search folder. In addition, the user can decide which columns will be shown when the documents are displayed. 1. Click My Work on the Main Menu, select All of my Search Folders on the side menu, and then click Create on the side menu. 2. Enter a name and description for the Search Folder and then click Next. 3. On the criteria screen, you are basically just performing an Advanced Search. Choose one or more of the fields to search on, and enter a value. For instance if you wanted to find all the Documents that have a Doc Number that starts with testplan you would enter testplan* in the Number field. Make sure that the search you choose will match at least one Document. Click Next. 4. On the Columns to Display screen, select and add one or more columns to be displayed. The columns selected here will be the displayed when you view the Search Folder. Click OK to create the Search Folder. 5. You should now be looking at the Search Folder info screen. Click Search on the side menu. 6. Now the search results matching the criteria of your Search Folder are displayed. Notice the columns you selected are displayed. Note that the Doc Number column is always displayed. 7. Now modify the Search Folder changing the columns and criteria. After you modify the Search Folder, perform the Search again and see that the display and results are what you'd expect. 8. You may now delete the Search Folder. Results: Now you can create Search Folders and customize their Correct output. Y N Initials DocuBrain TechDoc Acceptance Test Plan 19

25 PTI-TD DM-536 Add support for Office Open XML Thumbnails that use the EMF Format Microsoft Office can now use EMF thumbnails in addition to JPG thumbnails that Microsoft Office used previously. The Office Open XML Thumbnail renderer has been updated to look for EMF thumbnails so that thumbnails can be produced for either type of Microsoft Office document. In order to test this functionality, you must have a Microsoft Office 2010 or newer document saved in one of the new OOXML formats (DOCX, XLSX, PPTX, etc.). The difficulty is that we are not aware of any way to force Microsoft Office to produce the thumbnail in EMF format. An example that contains an EMF thumbnail is available at docx or you may choose to use your own file that meets the requirements. 1. Create a document using a DOCX, XLSL, or PPTX file that contains an EMF thumbnail. Make sure to use a Doc Type that sends thumbnails, set Web Search to Community, and make sure Community has read access to the document. 2. Release the document and choose not to render it (if given the option). 3. Wait a couple minutes for the update to make it to the SM. 4. Go to the SM and search for your document. 5. On the search details screen, the thumbnail should be displayed. Results: Office documents that have EMF thumbnails should Correct now display on the SM. Y N Initials DocuBrain TechDoc Acceptance Test Plan 20

26 DM-539 Add a Text Extractor for Visio VSD Files PTI-TD A TechDoc text extractor has been created that specifically handles Visio VSD files. In the past, TechDoc used the fallback text extractor that simply attempts to extract any strings of text that appear in the file whether they are valid or not. In order to test this functionality, you must have a Microsoft Visio document saved in the VSD format. An example that can be used is available at vsd or you may choose to use your own file that meets the requirements. The example flowchart contains the poem "Do Not Go Gentle into That Good Night" by Dylan Thomas broken into different shapes. 1. Create a document using a Visio file with the VSD extension that contains some text. Make sure to use a Doc Type that sends text, set Web Search to Community, and make sure Community has read access to the document. 2. Release the document and choose not to render it (if given the option). 3. Wait a couple minutes for the update to make it to the SM. 4. Go to the SM and search for your document using different words or phrases. Results: Visio VSD text extraction is now more reliable with a Correct text extractor written specifically for VSD files than the old Y N fallback extractor. Initials DocuBrain TechDoc Acceptance Test Plan 21

27 DM-544 Add a Progress Indicator When Uploading Files PTI-TD As part of improving the DM look and feel under issue DM-500, the Dojo toolkit has been incorporated into TechDoc. The Dojo toolkit made it easier to add a progress indicator when uploading files. Also, there has been a long standing issue we with the Previous and Cancel button on a file upload screen. When either one of them is pressed, TechDoc would still have to upload the file (if one had been chosen), before the button press could be handled. This issue has been addressed. 1. For this test we'll just be creating a Document. First you'll need to find a decent sized file; something around 1MB to 20MB in size. You don't need a huge file, but you do want something large enough so you can see the progress bar update a few times. A small file will just complete instantly. 2. Now that you have a file, navigate to a folder and start to create a Document. 3. For the first screen, enter a number, title, etc the info entered here is not important. Click Next. 4. On the Keywords screen, just click Next. 5. Now on the file screen, click Browse and locate your test file. After you've selected it, click Open. 6. Next you'll click the OK button. Verify that you are presented with a progress bar that shows you the status of the file upload. Keep in mind, if your network connection to the Document Manager has a lot of band width, your upload may appear to complete almost instantly. If this happens and you wish to see the progress bar in action, create another Document with a larger file. 7. Delete your test Document. Results: Now you can see the progress when uploading files. Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 22

28 DM-545 Add Nonresident URL to Generation PTI-TD Nonresident Generations can now have a Nonresident URL assigned to them. DM's and SM's now use this Nonresident URL as the fetch URL so that the Generation can be fetched from its non-techdoc location. 1. Navigate to a Folder and start to create a Document. On the first screen, you can enter any info you want, but set Resident Document to No. Enter a reason and click Next. 2. On the Keywords screen, just click Next. 3. Now on the last screen, enter a URL to a file somewhere else. The URL can be a link to a PDF file on another website, an image on another website, it's up to you. If you cannot think of a URL to use, you may use the URL from the previous test item. lanpoem.vsd Once you have entered a URL, click OK. 4. Now you should be looking at the Document. Verify that the Generation's title is the URL you entered during the create process. Try to click on the URL and see it loads the page or content you'd expect. 5. Now select the Generation and click Modify on the side menu. 6. Change the URL to be something else. Again it can be an image, PDF, it's up to you. Once you have modified the Generation, click OK. 7. Again you should be looking at the Document. Verify that the Generation's title now displays the new URL. Also make sure when you click on the URL, it loads the content you'd expect. 8. You may delete your test Document. Results: Now Nonresident Generations have a URL that can Correct be used to fetch the Generation from a non-techdoc Y N location. Initials DocuBrain TechDoc Acceptance Test Plan 23

29 DM-546 Add Navigation Crumbs to the Explorer PTI-TD Navigation crumbs have been made available in the Explorer. The full path to the Cabinet, Folder, or Document is still displayed in the heading, but now TechDoc makes all the components in the full path clickable (similar to the portions of the path being clickable in the Windows Explorer). Also, when focused on a generation, TechDoc now displays the parent folder above the document. It only takes up one line and but make navigate back to the parent folder easier. 1. To test this item, you'll just want to navigate around in the Explorer. First navigate to the root of the Document Manager and see that only a / is displayed in the navigation crumbs. 2. Click into a Cabinet. Now the crumbs should display / and the name of the cabinet. Click on the / crumb. 3. Now you should again be at the root of the Document Manager. Navigate into a Cabinet and down into a Folder. Verify that the crumbs display a /, the name of the Cabinet, and the name of the Folder. Click on the Cabinet name crumb. 4. Now you should be in the Cabinet you clicked on the crumbs. 5. Click around a bit more navigating deeper and deeper into Folders and use the crumbs to jump back to the top. Verify that each time you click a crumb that you end up focused on the correct Cabinet or Folder. Results: Now you can use navigation crumbs to navigate easier Correct and quicker and the Explorer. Y N Initials DocuBrain TechDoc Acceptance Test Plan 24

30 DM-547 Add Revision as a Column in the Explorer PTI-TD By popular demand, the Revision column has been added in the explorer. With the new changes for the action gear, it really makes sense to be able to see the revisions on documents and generations. 1. Navigate to a Folder and create a Document. 2. After creating the Document, you should be focused on it. Click the action gear next to the info icon and select Release. 3. Select the Generation to release, enter a revision, enter a reason, and then click Next. Click OK to release the Document. 4. Again you should be focused on the Document. Verify that the Rev column now contains the revision you entered when releasing the Document. Also notice that the revision is displayed on the Generation. Results: Revision now appears as a column in the Explorer. Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 25

31 DM-548 Add an Action Gear to Various Brief Items PTI-TD Action gears have been added to various brief items. The purpose of an action gear is to query the system at the time the user click on it and display a popup menu of available actions the user can perform on the item the action gear belongs to. 1. For this test, we won't create or modify any Cabinets, Folders, or Documents. Instead we will just navigate around a bit and see what all you can do with the action gear. Navigate to a Cabinet and select it. Once selected, click the action gear and choose an option from the menu. 2. Verify you were taken to the operation you clicked. Now click the back button on your browser. 3. You should be focused on the same Cabinet again. Click a Folder in that same Cabinet to navigate into it. 4. You should now be focused on that Folder. Notice how the gear still appears next to the Cabinet. Click the gear next to the Cabinet and choose an operation. 5. Verify that you were taken to the operation you selected. Notice that the operation is also targeted at the Cabinet. Unlike the side menu that only targets the currently selected item, the gear targets the Cabinet, Folder, or Document that it appears next to. The action gear makes navigation much quicker and a lot simpler. 6. Navigate around in the Explorer a bit more and test out a few more operations on the action gear menus. Results: Now you can use the action gears to quickly perform Correct operations without having to navigate to and select the target Y N item. Initials DocuBrain TechDoc Acceptance Test Plan 26

32 DM-549 Add Web 2.0 Widgets to TechDoc PTI-TD Web 2.0 widgets have been added to TechDoc to improve usability. Examples include: Date and Date/Time widgets, Editable Combo Boxes for searching items by wildcard or drop down selection, and widgets (which are tested under another issue). 1. Create a test resident Document; the information entered is not important. After creating the Document, release it. 2. Navigate to and select the Document. Select the Generation under the Document and then click Modify Release Date on the side menu. 3. Verify that the old release date matches the preset new release date. 4. Using the Date/Time widgets, set a new date and time. Verify that you can both enter numbers into the field and also click the down arrows to select from the calendar or time list. After entering a new release date, enter a reason and click OK. 5. You should now be focused on the Generation. Click the info icon next to the Generation. 6. Verify the release date matches that which you entered in the previous step. 7. You may delete the test Document. 8. Click Advanced Search on the Main Menu. 9. You should now be looking at the Advanced Document Search. Scroll down to the bottom and select a Keyword to add. The Keyword added should be a Drop Down Keyword with a Number, String, or URL data type. 10. Now that you've added the Keyword, verify that you can just click into its value field and start typing. Verify that you can also click the down arrow to view the available choices for that drop down. This gives a bit more flexibility when searching. Say for instance that you had 1000 entries in the list that were company names. You knew the company started with "gra" but you didn't know for sure which company in the list was the right one. Using this new feature you could just enter "gra*" to search all the companies starting with "gra" since you are no longer forced to just select one from the list. Results: Now you can use the Web 2.0 widgets to navigate a bit Correct easier and leverage a little more flexibility when searching. Y N Initials DocuBrain TechDoc Acceptance Test Plan 27

33 PTI-TD DM-550 Add Change Password Feature for Improved Security and Usability For improved security, locally authenticated users can change their password without having to first enter their current password. The password changing logic in the "Modify Myself" servlet has been removed and a new "Change Password" servlet has been added which requires the old and new passwords to be entered before the change can take place. If your account is not locally authenticated by TechDoc, you can skip this test. 1. Click My Work and click Change Password on the side menu. 2. On the Change Password screen, enter the old password for your test account. 3. Now enter a new password and then verify it in the New Verify box. Be sure you remember the password! 4. Now click OK to complete the password change. 5. Click Log Out on the Main Menu. 6. Now log in using your new password and verify that your old one no longer works. Results: Now on your own, you can easily change your password. Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 28

34 DM-551 Improve Review Vote Request Subject on PTI-TD The subjects have been improved on s that are sent to voters to be more userfriendly. Here are examples of the four subjects that have been improved: Your vote is requested on the review of PHOTO-123, Rev A, "Test Photo" Voting has been paused on the review of PHOTO-123, Rev A, "Test Photo" Voting has resumed on the review of PHOTO-123, Rev A, "Test Photo" Your vote is no longer needed on the review of PHOTO-123, Rev A, "Test Photo" You must have the Review Leader privilege to complete this test. 1. Create a document; none of the settings is important. 2. On the side menu, click Create Review. 3. When creating the review, don't pick a review team, type A for the Revision, choose No for Allow Reserve and Replace, choose No for Allow Open Posting, enter some text for the Voter Instructions, enter a reason, and click OK. 4. On the side menu, click Create Level to create level When creating level 1, select No for Auto Concur, select No for Auto Promote, leave Max Duration empty, enter All for Votes Needed for Level, enter a reason, and click Next. 6. Click Next to skip the Group selection screen. 7. Select yourself in the Available Users box, click Add to add yourself to the Selected Users box, and click Next. 8. Click OK without adding any remote users. 9. On the side menu, click Create Level again to create level When creating level 2, select No for Auto Concur, select No for Auto Promote, leave Max Duration empty, enter All for Votes Needed for Level, enter a reason, and click Next. 11. Click Next to skip the Group selection screen. 12. Select yourself in the Available Users box, click Add to add yourself to the Selected Users box, and click Next. 13. Click OK without adding any remote users. 14. Click Review Info on the side menu. 15. Click Start on the side menu, enter a reason, and click OK. 16. Click Pause on the side menu, enter a reason, and click OK. 17. Click Resume on the side menu, enter a reason, and click OK. 18. Click Promote on the side menu, enter a reason, and click OK. 19. You can now delete the review and the document. DocuBrain TechDoc Acceptance Test Plan 29

35 PTI-TD Use your client to review the s sent by this test to see that the subjects of the s are now formatted similar to the subjects shown at the beginning of the test. Results: The subjects on the review s are now more userfriendly. Y Correct N Initials DocuBrain TechDoc Acceptance Test Plan 30

36 DM-552 Add Support for Visio 2013 Thumbnails PTI-TD Visio 2013 has introduced a new XML format (VSDX) that finally compares to the XML formats introduced by other Office products in previous versions. Thumbnail support has been added for this new format. In order to test this functionality, you must have a Microsoft Visio 2013 document saved in the VSDX format that has a preview thumbnails embedded in it. An example that can be used is available at vsdx or you may choose to use your own file that meets the requirements. 1. Create a document using a Visio 2013 VSDX file that contains a thumbnail. Make sure to use a Doc Type that sends thumbnails, set Web Search to Community, and make sure Community has read access to the document. 2. Release the document and choose not to render it (if given the option). 3. Wait a couple minutes for the update to make it to the SM. 4. Go to the SM and search for your document. 5. On the search details screen, the thumbnail should be displayed. Results: Correct Initials Y N DocuBrain TechDoc Acceptance Test Plan 31