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

  1. Navigate to Site Map > Personalization Administration > Test.
  2. Fill in the following fields, and then click Load.

    3. You can also click Open to use a saved test setup.

    Field
    Description
    Primary User Login
    Required. User who is logged in to the application, such as a call center agent.
    Primary User Password
    Required.
    Secondary User Login
    Optional. Someone who interacts with the primary user, such as a customer speaking with the call center agent.
    Test Application
    Path to the test application.
    Use a URL for the Siebel Web Client, for example:

    http://<machine_name>/callcenter

    Use a command string for the Siebel Mobile Web Client, for example:

    D:\<Siebel_install_dir>\BIN\siebel.exe
    /l language_code /c "D:\<Siebel_
    install_dir    >\bin\ENU\config_file.cfg"
    /d data_source

    where:
    • <Siebel_install_dir> is the full path to the client installation directory
    • language_code is the three-letter code for the language, for example, ENU for US English and JPN for Japanese
    • config_file is the application configuration file, for example, uagent for Siebel Call Center and siebel for Siebel Sales
    • data_source is the database to which to connect: Local, Sample, or ServerDataSrc
    Test View
    Optional. If not specified, the screen will be blank when the test application launches. You will have to navigate to a view.

    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 a You. prefix.

    Person-related attributes have the value Person in the Source field. Organization-related attributes have the value Organization.

  3. Select an attribute to edit its value.

    4. The Name and Source fields are read-only for persistent user profile attributes.

  4. Add a new record under Primary User Attributes or Secondary User Attributes to add a new dynamic user profile attribute.
  5. Fill in the Name and Value fields. The Source field is read-only and has the value Dynamic.
  6. Click Test under the Test tab and take the following action:
  7. Copy the URL shown in the Test Mode dialog box, and then click OK.
  8. Open a new browser window, and then paste the URL into it.

    9. 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.

  9. After testing personalization rules, click Save in the Test view to save the test setup.

    10. A dialog box appears prompting you to specify a file name. The file is saved to the Siebel File System.


 Siebel Personalization Administration Guide 
 Published: 18 April 2003