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Tableau Server Test Procedure
Contents
When upgrading the server, first dev environment is upgraded. We then need to go into dev and test our workbooks to ensure they function properly on the new version.
Overview
AE copies content on our Production environment to our Dev environment. Then they upgrade Dev to new version, so we can test that our workbooks function properly before we upgrade the ‘real thing’ (Production).
- Production = tableau.wisconsin.edu (we use this for the majority of our work in the Staging, Templates and UW Madison Institutional Data folders)
- Development = tableau-dev.wisconsin.edu (we only use this to test upgrades)
Test your own workbooks in the Dev server (tableau-dev.wisconsin.edu) to make sure they work properly in the new version environment by testing due date. If you need more time, let DAPIR know.
If you do not have any workbooks published in the UW Madison Institutional Data folder, you do not need to test.
What to look for
Test your main content in the UW Madison Institutional Data folder of tableau-dev.wisconsin.edu
Errors to look for include:
- Reduced functionality
- Missing features
- Changed formatting
- Mismatching data
Two ways to test
Check one internet browser on top of another
- Go to tableau.wisconsin.edu (old version) and open one of your workbooks in Production
- In a 2nd tab, go to tableau-dev.wisconsin.edu (new version) and open the same workbook
- Toggle back and forth between tabs. Dig further into anything that “jumps” out, such as graphics or numbers, as there could be a discrepancy.
- Select options in each filter and check that content matches
- Click on links and navigation on each dashboard
- Check that all content appears, and nothing is missing
Or, Check Side-by-Side
- Test old version (tableau.wisconsin.edu) and new version ( tableau-dev.wisconsin.edu) side-by-side
- Select options in each filter and check that content matches
- Click on all links and navigation
- Check each dashboard
- Check that all content appears, and nothing is missing
How to report errors
Email ahmadijooban@wisc.edu. Be sure to include the link to that workbook. Please do not take any action other than testing and reporting error.
Due Date
Please check content by the due date in email sent.
Looking Ahead
AE Business Solutions plans to upgrade our Production server to new version on upgrade date. If testing reveals issues that date may be pushed so that issues can be resolved.
You will be notified when you can upgrade Tableau desktop version to the new version.
Some ideas on what to test
This is a comprehensive suggested list of test cases. Not all of them might apply to you. Please feel free to test additional features and send other ideas to ahmadijooban@wisc.edu.
| Area of testing | To be tested |
|---|---|
| Colors | Chart colors |
| Border colors | |
| Font colors | |
| Fonts | Sizes and types |
| Alignment | |
| Word wrap | |
| Data | Table calculations |
| Calculated fields | |
| LOD | |
| Any missing piece of data | |
| Aliases | |
| Embedded credentials | |
| Tooltip | Is showing/hiding as expected |
| Look and feel and color isn't changed | |
| Images And Links | Images are positioned as expected |
| Alternative texts are still present | |
| Links are working | |
| Filters | Only relevant |
| Apply button | |
| If sorted | |
| URL | Can it be reached without being logged in |
| If possible, check embedded URLs | |
| Can it be reached through different browsers | |
| Publish | Does it connect to the server |
| Does it publish without any issues | |
| Does the publish actually save | |
| Does publish affect any permissions | |
| Extract | Refresh the extract manually |
| Check the scheduled extract run after publishing |
A copy of this list can be downloaded here:
Test_Cases.xlsx