ECMS - Testing Protocol for February 2021 Update

1. Use a dedicated workstation (desktop or laptop): This is the only way to test scanners. It is recommended that the workstation be configured as other workstations in your department to ensure that things work with the group policy and other factors put in place by your departmental IT.
2. Use the Remote Desktop Service (RDS): RDS is a server that users log into remotely and can use as like a desktop workstation; it functions much like a virtual machine. The RDS cannot be used to test scanners.
   • See ECMS - RDS-DEV - Accessing for ImageNow Users for Imaging Patch Testing
3. Use a virtual machine: The RDS is generally more convenient as it requires less setup, but a virtual machine is still an option. A virtual machine cannot be used to test scanners.

Note: A dedicated workstation is the recommended testing option as it will allow you to test all aspects of your business processes including scanners. For processes internal to ImageNow/Perceptive Content (e.g. workflow, viewing documents) RDS-DEV or a virtual machine will suffice; for anything that will require interaction with software/hardware outside of ImageNow/Perceptive Content (scanners, ImageNow Printer), a dedicated workstation is recommended, if not required.

Testing should include some or all of the following items depending on your department's business processes:

1. Client upgrade/installation:Confirm that the client is deployed correctly based on the method your department chooses to use:
   • PEDS - see ECMS - Testing PEDS
   • Endpoint Management Software
   • Manual Installation - https://uwmadison.box.com/s/ndfdgzr3row2b8m1oyq5ejfh6ajjwq3r
     Note:Be sure to remove ".rename" from the end of the file name before attempting to run the installer.
     • For detailed installation instructions,
       see ECMS - Manual Client Installation Steps - February 2021, EP3
2. Entering Documents into Perceptive Content:Confirm that documents can be entered into the system via all that apply:
   • Scanning Documents
     • Manual/LearnMode application plans
     • Batch processing, if applicable
   • ImageNow Printer
     • Manual/LearnMode application plans
3. Workflow: Confirm that iScripts and other queues function as expected. A document(s) should be submitted to workflow to confirm that it is processed correctly.
4. Views: Confirm that document views created to access documents stored in ImageNow/Perceptive Content still function as expected.
5. External Processes: Confirm that processes for bulk capture/importing work. Confirm that external applications that use Imaging (e.g., XML data files or Integration Service/URLs for viewing documents) work.
6. Group Security/Permissions: Confirm that end users in the department are able to perform the functions that are expected of them (e.g. scanning/viewing/workflow).
7. eForms: Confirm the eForms function as expected.
   • Douglas Swiggum will reach out to departments to use eForms to assist in testing.

Test results should be submitted regardless of whether any issues were encountered. We would like to hear from as many departments as possible. A webform has been created to submit test results:

• https://webforms.imaging.wisc.edu/ecms-testing-reportissue-form/

Please use this form as it will automatically create tasks in JIRA; this will allow us to easily track all issues reported from all departments.