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Planning a Test and Migration Strategy for a Workflow Policy


This task is a step in Process of Planning a Workflow Policy.

Before implementing a new workflow policy, you must confirm that it works property 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 existing workflow policies.

Suggestions for setting up your test and migration strategy include:

  • 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 full 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 confirm 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 need to monitor.

For more information, see Migrating Workflow Policies to the Production Environment.

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