Siebel Business Process Designer Administration Guide > Workflow Policies > About Planning Workflow Policies >

Defining a Test and Migration Strategy for Workflow Policies


Before implementing new workflow policies, you must verify them in a test environment consisting of a sample Siebel database and workflow policies test data. Testing new policies, conditions, and actions checks that the policy you release into the production environment properly executes and does not cause conflicts with your existing workflow policies.

The following are some suggestions for setting up your test and migration policy:

  • Make sure your test environment and production environment have identical versions of the software and that you are using realistic data in your database by using a partial or complete copy of the production database.
  • Create a small group of workflow policies to implement as a first phase of implementation. After you have successfully implemented the first group, you can add more policies in a systematic manner.
  • To verify a new workflow policy, go to your production environment, manually create a query based on the new policy, and check the response. This helps you determine if a policy creates excessive notification or misses the rows you want to monitor.

For more information on migrating your test environment to your production environment, see Migrating Policies to the Production Environment.

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