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Verify that the Process Works as Designed

Before turning over the contents of an imported content package for production use, the administrator runs the process and monitors the results. A successful run implies that the import of the content package provided all required objects components and that all targets are correctly configured.

The verification step can include verifying that the automated start mechanism is working, whether a schedule, forms, or triggers. Activate triggers, if needed.

In its simplest form, the verification process can be summarized as follows.

Follow these steps:

  1. Click the Library tab and select the Orchestrator:environment of the import target.
  2. Click the Operations tab.
  3. Start the process through the planned start mechanism.
  4. Monitor the running process until it completes. Reply to any forms so that the process can continue.
  5. If the process does not run successfully, return it to the content designer for troubleshooting.
  6. If the process contains branches, create the cases to test the branches. Then, start the process and monitor it.
  7. Take one of the following actions:
  8. If you identify any object that needs additional design work, use the following process:
    1. A content designer fixes the problem and tests it to verify that it works.
    2. Content designers prepare a new folder for export as a content package. This involves setting a new release version for the folder and all objects comprising the release. See Scenario: Prepare a Folder for Export as a Content Package.
    3. Re-export and re-import this folder as a content package. See Scenario: Export and Import Objects in a Content Package.
    4. Re-verify that the automated process works as designed.

More information:

How to Prepare the Production Environment for a New Release