Siebel Business Process Framework: Workflow Guide > Administering, Testing, and Migrating Workflow Policies > Monitoring, Testing, Troubleshooting, and Migrating a Workflow Policy >

Testing a Workflow Policy

Testing a workflow policy before you implement it in a production environment increases the likelihood that the recipient of an action receives accurate and useful information, and that the overall results meet the business requirements for the workflow process. It is critical that you thoroughly test your workflow policy and fix problems before you implement the workflow policy in a production environment.

CAUTION:  Your test environment and production environment must use identical software versions.

To test a workflow policy

1. Develop a testing and migration strategy for introducing changes in the production environment.

   For more information, see Creating a Plan for the Test and Migration Strategy.

2. Make sure you installed the workflow policy components on the Siebel Server.

   For more information, see Siebel System Administration Guide.

3. Make sure the Siebel Server processes that your workflow policy requires for email and pager are running.
4. Make sure the Workflow Agent processes are running.
5. Make sure each workflow policy, workflow policy condition, and workflow policy action runs as expected:
   • To test your workflow policy, enter data that meets the workflow policy conditions.
   • Make sure the policies, conditions, and actions are correctly defined.
   • Make sure the policies, conditions, and actions accurately define the transactions.
6. Make sure the workflow policy actions perform as expected and occurs when expected:
   • Make sure Siebel CRM creates the required database triggers.
   • Make sure the action interval and sleep times are correctly defined.
   • Make sure the proper action runs. For example, you can determine if the email arrives or that the pager notification activates. To monitor progress of the Workflow Agent, you can use the Workflow Policies Log view. For more information, see Using the Workflow Policy Log to Monitor a Workflow Policy.
7. After you verify that the workflow policy runs as expected, you can migrate it to your production environment.

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