Siebel Business Process Framework: Workflow Guide > Administering Workflow Policies > About Testing, Troubleshooting and Migrating a Workflow Policy >

Testing a Workflow Policy

Testing your workflow policy before implementing it in your production environment improves the likelihood that action recipients receive accurate and useful information, and that the overall results meet the workflow process requirements.

Correctly testing your workflow policies and eliminating problems is critical before implementing the policies in your production environment.

CAUTION:  Your test environment and production environment must have identical versions of the software.

To test a workflow policy

1. Develop a testing and migration strategy for introducing changes into the production environment.

   Some of the considerations for creating a test and migration environment are discussed in Planning a Test and Migration Strategy for a Workflow Policy.

2. Make sure you have installed the Siebel Server workflow policy components on the Siebel Server.

   For more information, see Siebel System Administration Guide.

3. Make sure email and pager server processes required by your workflow policy are running.
4. Make sure your Workflow Agent processes are running.
5. Make sure the workflow policies, workflow policy conditions, and workflow policy actions perform as expected:
   • Test your workflow policies by entering data that meets the workflow policy conditions you defined in the policy.
   • Make sure the policies, conditions, and actions are correctly defined.
   • Make sure the policies, conditions, and actions accurately define the transactions.

     The correct columns should be monitored.

6. Make sure the actions perform as expected and occur when expected:
   • Make sure your database triggers are created.
   • Make sure the action interval and sleep times are correctly defined.
   • Check your action by making sure the proper action executes. For example, you can check that the email arrives or the pager goes off. You can monitor Workflow Agent progress using the Workflow Policies Log view.

Using the Workflow Policy Log to Monitor Workflow Policy Execution

The Workflow Policy Log view displays a log of the records that meet a policy condition tracked by the Workflow Monitor Agent process. You access the Workflow Policy Log view from the Siebel client.

Fields contained in the view include:

• Policy. The name of the policy.
• Workflow Object. The name of the workflow policy object.
• Object Identifier. The ID of the workflow policy object for which the policy condition was met.
• Object Values. Identifying information for the row that met the policy condition.
• Event Date/Time. The date and time the policy condition was met.

Once you have verified that the workflow policies work as expected, you can migrate the workflow policies to your production environment.