Verifying the installation
Follow these procedures to test and verify the critical parts of the new Content Manager installation.
About this task
In general the following should never result in an error and cause no harm on a production system. Testing more complex setups, such as the batch servers is out-of-scope.
Procedure
- Log in into the Content Manager Web client as an existing user.
For example, go to http://servername/InfoShareAuthor and login using an existing login name and password, or the admin name and password.
- Test the inbox by selecting the Inbox tab then select one of the inbox tabs in the left pane.
Test is successful if the inbox is displayed in the right pane in a table format.
- Create a folder in the repository:
- Select the Repository tab.
- Create a folder by clicking the New Folder icon in the upper left pane.
- Enter a name.
- Click Ok.
Test is successful if the folder is created (shown in the left pane). Remove the folder after verifying using the Delete Folder button in the upper left pane.
- Test publishing; if a publication is not available, skip this test.
- Select the Repository tab.
- Locate a publication (traverse the left pane) and select the publication (in the right pane).
- Select an output type in the bottom pane.
- Click Publish.
A confirmation window is displayed.
- Click OK in the confirmation window.
The publication output status (bottom right pane of the search window) changes to Pending.
Test is successful if the output status changes to Draft; refresh the view to confirm that the status changes to Draft. - Execute a full text search:
- Select the Search tab.
- Enter a term in the Search term field.
Be sure to enter a word that you know exists in your topics. For example, enter the search word: the.
- Click Search.
Test is successful if search results are displayed in the right pane. - Verify web services, synchronization, and network availability by starting the Client Tools such as Publication Manager, Condition Manager or Authoring Bridge.
Test is successful if you can view the repository through the client tools and can view or preview a topic in the repository.
- Verify requested customizations to your system such as PDF stylesheets, extra metadata, or extra development for integration with other systems (such as SDL-TMS, PLMs, SingleSignOns).
Ask your Content Manager administrator or documentation manager what customizations, if any, were requested.
- Verifying URLs
If your environment includes reverse proxy servers, after you install Content Manager, you need to check that certain URLs are accessible. - Verify read access to the database by viewing an inbox
To verify read access to the database, request to view an inbox in the web client. - Verify read and write access to the database by creating a folder
Create, modify, and delete actions are handled through transactions and verifies read and write access to the database. - Creating an account and connecting to the Repository
Before you can use Content Importer, you need to set up your user account. If you installed Content Importer on a system where Publication Manager is already installed, the user account settings are recognized. - Running a client tool
When started, the client tools verify availability of the synchronization website and web services. - Testing publishing
You can test the publish functionality if your database contains topics, maps and publications, and it is configured to render an output type. - Executing the full text search
You can test the search functionality if the database contains content. - Verifying customer specific components
If you requested customizations of the out-of-the-box Content Manager software, a check that they were delivered is recommended at this time.