Create a test plan

administrator

Due to the almost inexhaustible list of environmental variables and customer use cases, it isn't possible for Aegis to test every single function and feature without severely impacting the release cycle and subsequent delivery of FactoryLogix software to the customer base. This gap is a common occurrence among large enterprise software systems. We strongly encourage you to build a pre-upgrade test plan to help you validate the software in your usage scenarios on a test system before upgrading your production system with a new release of FactoryLogix.

While customer test plans are developed in-house, each plan should (at minimum) contain the following practices. These practices will be familiar to system "power users" who are instrumental in building and evolving customer-specific test plans.

Important

During testing, be sure to monitor the software for any significant impact on performance that cannot be directly associated with the system environment.

Task	Description

Task	Description
Test the physical upgrade process to ensure all components are installed and running correctly.	Are the services installed on the test system servers started? Note The xLink service should be disabled on the test system and the adapters disabled once the database backup is restored. This prevents problems with two services trying to harvest from the same equipment. Are the services installed on the test system servers started? If a database upgrade is required as part of the upgrade process, can you upgrade a recent backup of the production database successfully? Can you access licensed tools in use, for example NPI, Production, Analytics and Logistics client applications? Can you log into to each application with a system administrator and a normal user account? In NPI, can you access active projects including CAD, BOM, and visual aids? Can you also access Settings menus such as the user setup area, xLink, and xTend setup tools and view existing adapter setups? In the Production client application, can you access batches and search functions? Can you open and view operations correctly? Does the Trace area return the correct traceability data? In the Analytics client application, can you access existing templates and run reports? Are data sets returned without errors and can you view and edit dashboards?
Check the NPI client application for core functionality and check specific features to ensure they function properly.
Check the Production client application for core functionality and check specific features to ensure they function properly.
Check the Analytics client application to ensure you can run stored templates and report data sets and generate reports.
xTend integration services are designed to be backward compatible, meaning no structural changes should be made that would affect existing integrations.
Disable xLink services during the initial setup of the test system. Test so that production issues are not caused by two xLinks harvesting data from the same system.	Note You cannot validate real-time adapters on a test platform.