Test the installation
When you upgrade or install WorkZone, it is recommended that you perform a minimal installation test to verify the installation.
The tests below cover the full WorkZone product suite. Perform the tests that are relevant for your installation.
Prerequisites:
- Perform this test on a client or reference PC.
- Use a test user who is a member of an organizational unit in WorkZone, and who is a member of a security group which has access rights to creating documents.
To test web services, follow this procedure:
- Call the OData service with the url
http(s)://[hostname]/OData
. - Call the Office service with the url
http(s)://[hostname]/Office/CaseService.svc
. - Call the Process service with the url
http(s)://[hostname]/Process/Process.svc
.
To test WorkZone Client, follow this procedure:
- Open WorkZone Client with the url
http(s):[hostname]/app/client/
. - Open the user's desktop case.
- Add a new party to the case.
- Remove the party.
- In the Ribbon, open Settings and select WorkZone Client as the standard client.
To test WorkZone for Office, follow this procedure:
- Create a Word document.
- Save the document in state UÅ (Draft) on the user's desktop case: Click Select Case > Without Case.
- On the Registration Pane, click the case link and verify that the document opens in WorkZone Client.
- Close Word.
- Open Microsoft Outlook and view the document in Outlook Overview.
- In WorkZone Client, delete the document.
- Open Microsoft Outlook, select an email, and click Save element.
- On the list of most recently used items, select the desktop case.
- Verify that the Save Outlook item dialog box opens.
- Click Cancel.
Prerequisites:
- WorkZone PDF must be installed.
- To verify the existence of a PDF version, the PDF policy (DVS_policy) must be running.
To test WorkZone Explorer, follow this procedure:
- From Internet Explorer, open WorkZone Explorer with the url
http://[hostname]/Explorer
. - Click Browse using File Explorer.
- Open Windows Explorer, navigate to the folder Open cases, and find the user called "Desktop case".
- Copy a document to the desktop case.
- Verify that a PDF version of the document is created in the PDF folder.
- Click the shortcut icon of the case to open the case in WorkZone Client.
- In WorkZone Client, delete the document.
Testing WorkZone PDF
- In WorkZone Client, open the detail page of a document.
- Click Preview. The PDF version must be displayed in the preview pane.
- Open the detail page of a document that does not have a generated PDF version yet.
- Click Create PDF. The PDF version of the document must be created.
Testing WorkZone Mobile
- Open WorkZone Mobile application.
- Log in.
To test WorkZone Process, follow this procedure:
- In Outlook, save an e-mail on the user's desktop case.
- From the e-mail, create a hearing process.
- Select the test user as an actor, and start the process.
- Verify that the test user receives a smartmail.
- Open the smartmail and click Respond.
- Verify that the test user receives another smartmail.
- Open the smartmail and click Complete.
- Open the Processes overview and verify that the process is there.
- Open the case and verify that it contains a process history document.
To test url rewrite, follow this procedure:
- Open the url that was used for WorkZone Client BEFORE the upgrade.
- Open the NEW url
http(s)://[hostname]/app/client
and verify that WorkZone Client opens correctly. - Open the url that was used for WorkZone Explorer BEFORE the upgrade (
http(s)://[old webdav host]
). - Verify that you are redirected to
http(s)://[hostname]/Explorer/
. - Open the url that was used for OData BEFORE the upgrade (
http(s)://[old host]/[dsn]/webservices/Scanjour.Services.OData.web/OData.svc
). - Verify that you are redirected to
http(s)://[hostname]/OData/
.
Testing WorkZone Configurator
When you upgrade or install WorkZone Configurator, it is recommended that you perform a minimal installation test to verify the installation.
To test WorkZone Configurator, follow this procedure:
If WorkZone Client is not installed yet, skip steps 4-5.
- Open WorkZone Configurator with the URL
http(s):<hostname>/app/configurator
. - Go to Case > Custom fields.
- On the Primary tab, add a new custom field.
- Open WorkZone Client with the URL
http(s):<hostname>/app/client.
- In the distribution mode, add the new custom field to the web interface.
- Go back to the WorkZone Configurator and remove the new custom field.