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Indiana Wesleyan University Support Knowledge Base

Lookups

Test plan summary

02/26/2021 - Lookups
There are 2 types of lookups - those updated via Ethos and those updated via import (Constituent, Courses, Journal Entry, Employee, Student, StuVendor, Vendor).  Currently, we are not using Ethos to update etrieve Content Lookups. This cannot be tested in etrieve Content test at this time, but will be tested on Go Live day in the production etrieve Content environment.
Test Plan Owner:  Joy Bagley
Backup Testers:  Brian Shultz

Latest versions successfully tested

etrieve:
2020.6.6
 

Test plan items

The sections below describe all tests to perform on etrieve as part of this testing plan.

Page or process Testing instructions Expected result
Lookups - in production
  1. Check the lookup text files on the prd-int02 server (\\indwesingrsimports.file.core.windows.net\imports\Lookups\_bkup).
  2. Check the counts in the most recent files for each lookup and compare with the counts from the Import History.
  • Name updates from Colleague live are reflected in the etrieve Content lookups.
Constituent Lookup
  1. Make a name change in Colleague Test using NAE to a constituent ID.  
  2. Verify the change in etrieve Content.
  • Name updates from Colleague test are reflected in the etrieve Content Constituent Lookup.
Course Lookup
  1. Make a course title change in Colleague Test.SECT using the Course Section ID of the course (ex. 524110 for MAT-253-82A FA 2021).
  2. Verify the change in etrieve Content.
  • Name updates from Colleague test are reflected in the etrieve Content Course Lookup.
Employee Lookup
  1. Make a name change in Colleague Test using NAE to an employee ID (both a student worker ID and a full-time employee ID).  
  2. Verify the change in etrieve Content.
  • Name updates from Colleague test are reflected in the etrieve Content Employee Lookup.
Journal Entry Lookup
  1. Add a Journal Entry in Colleague Test (ask Liz Clark to enter one).
  2. Verify the change in etrieve Content.
  • Name updates from Colleague test are reflected in the etrieve Content Journal Entry Lookup.
Student Lookup
  1. Make a name change in Colleague Test using NAE to a student ID.  
  2. Verify the change in etrieve Content.
  • Name updates from Colleague test are reflected in the etrieve Content Student Lookup.
Vendor Lookup
  1. Make a name change in Colleague Test using NAE and ORG to a vendor ID (both a person and an organization).  
  2. Verify the change in etrieve Content.
  • Name updates from Colleague test are reflected in the etrieve Content Vendor Lookup.
StuVendor Lookup
  1. Verify that the name changes made for the Student Lookup and the Vendor Lookup are also reflected in etrieve Content for the StuVendor Lookup.
  • Name updates from Colleague test are reflected in the etrieve Content StuVendor Lookup.

 

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