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.

Prerequisite:

  • 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.


Testing web services

To test web services, follow this procedure:

  1. Call the OData service with the url https://[hostname]/OData.
  2. Call the Office service with the url https://[hostname]/Office/CaseService.svc.
  3. Call the Process service with the url https://[hostname]/Process/Process.svc.


Testing WorkZone Client

To test WorkZone Client, follow this procedure:

  1. Open WorkZone Client with the url https://[hostname]/app/client/.
  2. Open the user's desktop case.
  3. Add a new party to the case.
  4. Remove the party.
  5. In the Ribbon, open Settings and select WorkZone Client as the standard client.


Testing WorkZone for Office

To test WorkZone for Office, follow this procedure:

  1. Create a Word document.
  2. Save the document in state UÅ (Draft) on the user's desktop case: Click Select Case > Without Case.
  3. On the Registration Pane, click the case link and verify that the document opens in WorkZone Client.
  4. Close Word.
  5. Open Microsoft Outlook and view the document in Outlook Overview.
  6. In WorkZone Client, delete the document.
  7. Open Microsoft Outlook, select an email, and click Save element.
  8. On the list of most recently used items, select the desktop case.
  9. Verify that the Save Outlook item dialog box opens.
  10. Click Cancel.


Testing WorkZone Explorer

 

  • 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:

  1. From Internet Explorer, open WorkZone Explorer with the url https://[hostname]/Explorer.
  2. Click Browse using File Explorer.
  3. Open Windows Explorer, navigate to the folder Open cases, and find the user called "Desktop case".
  4. Copy a document to the desktop case.
  5. Verify that a PDF version of the document is created in the PDF folder.
  6. Click the shortcut icon of the case to open the case in WorkZone Client.
  7. In WorkZone Client, delete the document.

Testing WorkZone PDF

  1. In WorkZone Client, open the detail page of a document.
  2. Click Preview. The PDF version must be displayed in the preview pane.
  3. Open the detail page of a document that does not have a generated PDF version yet.
  4. Click Create PDF. The PDF version of the document must be created.

Testing WorkZone Mobile (Legacy)

  1. Open WorkZone Mobile (Legacy) application.
  2. Log in.


Testing WorkZone Process

To test WorkZone Process, follow this procedure:

  1. In Outlook, save an e-mail on the user's desktop case.
  2. From the e-mail, create a hearing process.
  3. Select the test user as an actor, and start the process.
  4. Verify that the test user receives a smartmail.
  5. Open the smartmail and click Respond.
  6. Verify that the test user receives another smartmail.
  7. Open the smartmail and click Complete.
  8. Open the Processes overview and verify that the process is there.
  9. Open the case and verify that it contains a process history document.

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:

Tip: If WorkZone Client is not installed yet, skip steps 4-5.

  1. Open WorkZone Configurator with the URL

    https://<hostname>/app/configurator

    .
  2. Go to Case > Custom fields.
  3. On the Primary tab, add a new custom field.
  4. Open WorkZone Client with the URL

    https://<hostname>/app/client.

  5. In the distribution mode, add the new custom field to the web interface.
  6. Go back to the WorkZone Configurator and remove the new custom field.