Siebel Business Process Framework: Workflow Guide > Defining Custom Workflow Policies > Process of Planning a Workflow Policy >

Creating a Plan for the Test and Migration Strategy

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

You must make sure that any new workflow policy that you create works properly in a test environment. The test environment can include a sample Siebel database and test data. Testing a new workflow policy, workflow policy condition, and workflow policy action makes sure that the policy you release to the production environment runs correctly and does not cause a conflict with another workflow policy.

Guidelines for Creating a Plan for the Test and Migration Strategy

If you create a plan for the test and migration strategy, then it is recommended that you use the following guidelines:

• Make sure your test environment and production environment contain identical software versions.
• To make sure the test environment includes realistic data, you can use a partial or full copy of the production database.
• To test a new workflow policy in the production environment, you can manually enter a query that starts the new policy, and then examine the reply. This technique helps you determine if a workflow policy creates excessive notification or misses the rows that Siebel CRM must monitor. For more information, see Migrating Workflow Policies to the Production Environment.