Some customers have expressed a desire to run a detailed set of tests to verify that an installation or upgrade has run correctly in their environment. This document outlines some initial tests that could be performed after a successful BrightWork Install/Upgrade to verify that the Install/Upgrade has ran satisfactorily.
This checklist is designed for users who have experience with SharePoint. Also, some experience with BrightWork is desirable to reduce the need to reference the built-in help when executing the various steps - if you are not familiar with BrightWork you can also use the help to assist you in carrying out the below tasks.
It is a pre-requisite that all the steps in the BrightWork Installation/Upgrade Guide have been run successfully and without error.
It is also expected that you are using a supported IE browser to run the tests.
All items on the checklists should pass.
If any fail please contact support and/or check your SharePoint logs for issues.
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Item |
Step |
Pass / Fail |
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1 |
Launch the new site collection (created after the installation) or navigate to the upgraded environment. |
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2 |
Create an instance each of the Project Office and a Project Standard templates from Site Definitions. |
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3 |
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4 |
Create a site using the new Project Office template in the new Project Area. |
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5 |
Create a Project Standard site inside the Project Office site. |
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6 |
Verify all the Quick Launch and Navigation Tab links work. |
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7 |
Click the 1 Setup Project tile on the Project Standard site home page and verify you update the Project Statement. |
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8 |
Click the 2 Set Initial Dates tile and update the dates. |
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9 |
Click the 3 Add Tasks tile, then click then click edit this list and verify you can add items using the Quick Edit. |
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10 |
Click the 4 Add Documents tile and verify you can upload documents. |
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11 |
Explore the reports in the site to ensure the items you added show up. |
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12 |
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13 |
Verify all the Report Sharing options work. |
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14 |
Navigate Up to the Project Office and verify the items you added also appear in the reports here. |
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15 |
Navigate to the Project Standard template in the Templates Area and make some changes:
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16 |
Return to the site created from the Project Standard template and Sync the Site with the Template - verify the changes you made are pulled in. |
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17 |
Navigate to the Portfolios Area and create a Portfolio. |
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18 |
Add the Project Standard site you created to the Portfolio. |
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19 |
Verify the data in this site is appearing in the Portfolio. |