Siebel Personalization Administration Guide > Testing Personalization Rules > About Test Mode >
Using Test Mode to Test Personalization Rules
See also About Test Mode and Using Test Mode to Test Personalization Rules. You can test personalization rules 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 using Test Mode
- Navigate to the Administration - Personalization screen > Test view.
- Either:
- Click Open to use a saved test setup, or
- Fill in the following fields, and click Load
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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.
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Test View |
Optional. If not specified, the screen is blank when the test application launches. You have to navigate to a view. |
- Select an attribute to edit its value.
- The persistent user profile attributes of the:
- Primary user are loaded into the Primary User Attributes list with a
Me. prefix.
- Secondary user are loaded into the Secondary User Attributes list with a
You. prefix.
- Name and Source fields are read-only for persistent user profile attributes.
- Person-related attributes have the value
Person in the Source field.
- Organization-related attributes have the value
Organization .
- 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.
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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. |
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 is blank and you have to navigate to a view.
- After testing personalization rules, click Save in the Test view to save the test setup.
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