Test a lifecycle policy assigned to a class
Once you have created a lifecycle policy and assigned it to a document
class, or one of its subclasses, you should test the lifecycle policy.
To test a lifecycle policy assigned to a class
- In the tree view, expand Object Stores > object store name > Root Folder.
- Right-click Root Folder and select New Document from the context menu.
- Use the Create a New Document Wizard to create a test document, making
sure to select the document subclass to which you assigned the lifecycle
policy. For details related to the current dialog, click Help.
- In the details pane, right-click the new document and select Properties from the context menu. The property sheet for the selected document
opens.
- Using the property sheet's arrow keys, scroll to the Lifecycle Policy
tab.
- Change the document state to test the actions associated with each
state change. Each time you change a state, the system checks the lifecycle
policy, then takes the action defined for the particular state change.
For example, to test each command associated with the sample lifecycle
(email notification) script:
- Click Promote to test if promoting
a document successfully sends a document promotion message.
- Click Demote to test if demoting
a document successfully sends a document demotion message.
- Select the Is in exception checkbox
and click Apply to test if setting
the document in an exception mode sends the appropriate message.
- Verify that the actions defined in the lifecycle policy occurred.
For example, if you used the sample lifecycle script, check to see if
your email recipient received the appropriate email for each command
issued.
- If any action did not occur as expected, make the necessary corrections
to the lifecycle action, then run your test again.
- If all actions occurred as expected, delete the test document.