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Siebel Personalization Administration Guide > Testing > About Test Mode >
Using Test Mode to Test Personalization Rules
Personalization rules can be tested in a staging environment before being used in the production environment. This is done in the Test view under Personalization Administration.
To test personalization rules
- Navigate to Site Map > Personalization Administration > Test.
- Fill in the following fields, and then click Load.
You can also click Open to use a saved test setup.
The persistent user profile attributes of the primary user are loaded into the Primary User Attributes list with a
Me.
prefix. Those of the secondary user are loaded into the Secondary User Attributes list with aYou.
prefix.Person-related attributes have the value
Person
in the Source field. Organization-related attributes have the valueOrganization
.- Select an attribute to edit its value.
The Name and Source fields are read-only for persistent user profile attributes.
- Add a new record under Primary User Attributes or Secondary User Attributes to add a new dynamic user profile attribute.
- Fill in the Name and Value fields. The Source field is read-only and has the value
Dynamic
.- Click Test under the Test tab and take the following action:
- If you are using a connected Web Client (accessed though an appropriate URL), the Test Mode dialog box appears, which prompts users to open a new browser window (by using a desktop icon or the Start menu, if using Windows). The Test Mode dialog box provides a URL to paste into the new browser window.
- If you are using a Mobile Web Client, a new instance of the application opens. Go to Step 9.
- Copy the URL shown in the Test Mode dialog box, and then click OK.
- Open a new browser window, and then paste the URL into it.
A new instance of the specified application launches. If the test view was not specified, the screen will be blank. You will have to navigate to a view.
- After testing personalization rules, click Save in the Test view to save the test setup.
A dialog box appears prompting you to specify a file name. The file is saved to the Siebel File System.
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Siebel Personalization Administration Guide Published: 18 April 2003 |