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 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 menu. The property sheet for the selected
document opens.
- Select 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 (e-mail 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 check box 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 e-mail recipient received the appropriate e-mail 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.