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Set-up Portfolio Admin Site

As of September 19, 2011

Please do not use the scripts below.  The OSP test scripts have been moved to a public Google Docs spreadsheet, which is available at: https://docs.google.com/spreadsheet/ccc?key=0AldPCURzarLgdDY0TmJxcFV1R3hQaHZyWXRUbUpTRlE&hl=en_US#gid=0. This will allow concurrent editing of each script and easier documentation and tracking of results.

Script Information

Description

The Portfolio Admin Site is used to manage global Forms, Glossaries, Layouts, Styles, Templates, etc. In this script, the portfolio program administrator logs in and configures the site. This involves setting up a global Glossary, Forms, Portfolio Templates, Layouts, Styles, and Reports. When completed, these global resources will be used in other sites in scripts that follow.

Role(s)

Program Administrator

Special skills required to run test

None

Dependencies

All previous scripts.

Time required

(question)

Testing Steps

Navigate to Portfolio Admin Site

Step

Action

Expected Result

1

If currently logged in from Activity Two, Log out

Select the 'Logout' link in the upper right-hand corner of the screen. You should be presented with the default gateway.

Log in as a program administrator. In top-right corner of Welcome page enter:
user id: 'dschmidt'
password: 'deaton'
Click Log in button.

 

2

Select the Portfolio Admin or the My Active Sites tab.

List of administration-type sites appears.

3

Select Portfolio Admin site from the list.

Portfolio Program Admin Home appears.
Ensure that the tools appear as ordered in the design



Set up Glossary

Step

Action

Expected Result

1

Save these files to your computer for use in this sequence:test_glossary_terms1.xml
test_glossary_terms2.xml

 

2

Click Glossary from the listing of links on the right.

The Glossary Manager page is displayed with one or more glossary terms listed.

3

Verify Glossary Permissions.
Select Permissions...

Validate permissions against design

4

Click the Import link at the top of the screen.

The Import Glossary Terms page is displayed.

5

Click Select file... next to the textbox for Files to Import

The Select Item page is displayed.

6

Click on the Add link next to the Portfolio Admin folder.

The Upload Files page is displayed.

7

Click on the Browse button. Browse to the location on your computer where you saved the files for this sequence.
Choose the test_glossary_terms1.xml file that you saved previously.
Click Open to choose the file.

The Upload Files screen displays the file test_glossary_terms1.xml listed for upload.

8

Click Upload Files Now

The Add Attachment screen appears.

9

Click Continue

The Import Glossary Manager page displays with the options to "Replace the existing term with the imported term" or to "Ignore the importing term."

10

Select the "Ignore" option and click Import.

The Manage Global Glossary page displays with the terms.

11

Repeat steps 4-10 with test_glossary_terms2.xml, selecting the Replace the existing term with the importing term

The first glossary file has intentional errors in the definitions. Replacing it with the 2nd file should correct the errors.

Run through the following sequence with these glossary terms

Step

Action

Expected Result

1

Click Glossary button from the main menu.

The Glossary Manager page is displayed.

2

Click Add... at the top of the screen.

The Add Glossary Term form displays.

3

Fill in the Term, Short Description, and Long Description with information as designated in the instructions above.
Click Save button.

The Glossary Manager page is displayed with the new term listed.

4

Repeat steps 2 and 3 for each available term.

 

Set up Forms

Step

Action

Expected Result

1

Save these files to your computer for use in this sequence:
Comments Form.zip, Evaluation Form.zip, Reflection Form.zip

 

2

Click Forms from the main menu.

The Forms Manager page is displayed with zero or more Forms listed.

3

Verify Forms Permissions.
Select Permissions...
Select Cancel once verified.

Validate permissions against design.

4

Click Import...

Import Forms screen is displayed.

5

Click Select File...

The Select Item dialog appears.

6

Click on the Add link next to the Portfolio Admin folder.

The Upload Files page is displayed.

7

Click on the Browse button. Browse to the location on your computer where you saved the files for this sequence. Choose one of the three files that you saved previously. Click Open to choose the file.
Click on the Add Another File button and upload the second file. Repeat the process for the third file.
Click Upload Files Now.

The Upload Files page displays the list of files to upload.

8

Click Continue

The Import Forms screen appears.

9

Click Import

The Forms Manager page is displayed with the items you imported.

10

Select the global publish link next to each of the new entries.
Confirm by clicking the Yes button.

A confirmation dialog appears asking if you're sure. If you select Yes the global publish link goes away and the Global State changes to published, if you select No the Forms Manager returns unchanged.

Set up Portfolio Templates

Step

Action

Expected Result

1

Save these files to your computer for use in this sequence:
Template 01.zip

 

2

Click the Portfolio Templates tool.

The Portfolio Template tool appears with no portfolio templates listed.

3

Click the Import... action.

The Import Template screen appears.

4

Click the Select File... link.

The Select Item screen appears with no items selected. Items with the .ZIP extension in the resources list should have a select link under Actions.

5

Click on the Add link next to the Portfolio Admin folder.

The Add menu is displayed.

6

Click on the Upload Files button.

The Upload Files form is displayed.

7

Click the Browse button next to File To Upload

An operating system dialog appears which allows the selection of a file from the local computer. Choose the Template 01.zip file saved previously.

8

Click Open or Save

The Select Item helper appears with Template 01.zip in the Selected Items area.

9

Click Upload Files Now

The Portfolio Templates -> Add Attachment screen appears with the Template 01.zip listed under Items to Attach.

10

Click Continue

The Portfolio Templates -> Import Template page displays with Template 01.zip ready to import.

11

Click Import

The Manage Portfolio Templates screen appears with the Template 01 name in the list.

Set up Layouts

Step

Action

Expected Result

1

Save all the files on the global layouts page to your computer for use in this sequence.

 

2

Select the Portfolio Layouts tool

The Portfolio Layouts tool appears with a list (currently empty) of Portfolio Layouts.

3

Click Add...

The Add Layout page appears.

4

Complete the New Layout form using the Two Column layout described on the global layouts page.
This includes selecting each of the required files, and adding them to resources as necessary.

 

5

Click the Add Layout button.

The Portfolio Layouts tool appears with the new layout displayed in the list.

6

Repeat steps 2-5 using each of the Layouts described in global layouts

 

Set up Styles

Step

Action

Expected Result

1

Save all the files on the global styles page to your computer for use in this sequence.

 

2

Select the Styles tool

The Styles tool appears with a list (currently empty) of Styles.

3

Click Add...

The Add Style page appears.

4

Complete name and description from global styles page

 

5

Click Select File

 

6

Click on the Add link next to the Portfolio Admin folder.

 

7

Click Browse and choose Professional.css

 

8

Click Upload Files, then Continue then Add Style

Style is listed on Styles page.

9

Repeat steps 2-8 using each of the Styles described in global styles

 

Set up Reports

Step

Action

Expected Result

X

 

 

X

 

 

X

 

 

X

 

 

X

 

 

Script Resources

Use the child pages (Forms, Layouts, etc.) to attach resources used in various system test scripts. You can reference these on any script page using the [DEV21:Page^File.ext] pattern (ex. [Forms^Comments.xsd]).

Forms

Forms for use in testing should be added as attachments to this page and referenced in the appropriate scripts.

  File Modified
File contact-information.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File additionalInformation.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File certification.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File url.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File accomplishment.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File civicAction.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File education.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File copy-interest.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File Comments Form.zip Mar 03, 2006 by chris.coppola@rsmart.com
File Evaluation Form.zip Mar 03, 2006 by chris.coppola@rsmart.com
File Reflection Form.zip Mar 03, 2006 by chris.coppola@rsmart.com
File language.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File experience.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File interest.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File honor.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File internship.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File level.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File objective.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File professionalActivity.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File reference.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File membership.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File research.xsd Mar 03, 2006 by chris.coppola@rsmart.com
File skill.xsd Mar 03, 2006 by chris.coppola@rsmart.com
ZIP Archive exported_reflection_form.zip Mar 24, 2006 by eckertd@vt.edu
ZIP Archive exported_evaluation_form.zip Mar 24, 2006 by eckertd@vt.edu
ZIP Archive exported_comments_form.zip Mar 24, 2006 by eckertd@vt.edu
ZIP Archive Forms_OLD.zip Mar 27, 2007 by Dawn Eckert
ZIP Archive Forms.zip Mar 27, 2007 by Dawn Eckert
File Forms2.7.zip Feb 05, 2010 by Erica Ackerman
File Outline Options Form.zip Feb 05, 2010 by Erica Ackerman
File 2.7 Forms for Import.zip Importable Forms Feb 15, 2010 by Erica Ackerman

Layouts

Layouts used for testing should be added to this page and referenced in the appropriate scripts.

  File Modified
JPEG File contentOverText.jpg Mar 04, 2006 by chris.coppola@rsmart.com
File contentOverText.xhtml Mar 04, 2006 by chris.coppola@rsmart.com
File 2column.xhtml Mar 04, 2006 by chris.coppola@rsmart.com
JPEG File 2column.jpg Mar 04, 2006 by chris.coppola@rsmart.com
JPEG File textAndContent.jpg Mar 04, 2006 by chris.coppola@rsmart.com
JPEG File text.jpg Mar 04, 2006 by chris.coppola@rsmart.com
File textAndContent.xhtml Mar 04, 2006 by chris.coppola@rsmart.com
File text.xhtml Mar 04, 2006 by chris.coppola@rsmart.com
JPEG File titlePage.jpg Mar 04, 2006 by chris.coppola@rsmart.com
File titlePage.xhtml Mar 04, 2006 by chris.coppola@rsmart.com
File titledContent.xhtml Mar 04, 2006 by chris.coppola@rsmart.com
JPEG File titledContent.jpg Mar 04, 2006 by chris.coppola@rsmart.com
ZIP Archive ODB_ST_Script_08_layoutfiles.zip Mar 09, 2006 by eckertd@vt.edu

Styles

Styles used for testing should be added to this page and referenced in the appropriate scripts.

  File Modified
CSS File professional.css the professional css file Mar 04, 2006 by chris.coppola@rsmart.com
CSS File wacky.css the wacky css file Mar 04, 2006 by chris.coppola@rsmart.com

Portfolio Templates

Portfolio templates used for testing should be added to this page and referenced in the appropriate scripts.

  File Modified
File Template 01.zip Mar 03, 2006 by chris.coppola@rsmart.com
XML File Resume07.xsl Mar 03, 2006 by chris.coppola@rsmart.com
CSS File Resume07.css Mar 03, 2006 by chris.coppola@rsmart.com
ZIP Archive Contact_Template.zip Jan 26, 2010 by Beth Kirschner
File Legacy Template.zip Exported Template to work with Legacy Matrix Feb 11, 2010 by Erica Ackerman
File PortfolioTemplateFiles.zip Files necessary to create 2.7 Portfolio Template Feb 11, 2010 by Erica Ackerman
File Contact Template 2.7.zip Portfolio Template to work with "2.7 Import Matrix.zip" Feb 15, 2010 by Erica Ackerman

Glossaries

Glossaries used for testing should be added to this page and referenced in the appropriate scripts.

  File Modified
XML File test_glossary_terms2.xml Mar 03, 2006 by chris.coppola@rsmart.com
XML File test_glossary_terms1.xml Mar 03, 2006 by chris.coppola@rsmart.com
XML File bad_glossary_terms.xml Mar 13, 2006 by chris.coppola@rsmart.com
ZIP Archive exported_glossary.zip Mar 24, 2006 by eckertd@vt.edu

Wizards and Matrices

  File Modified
ZIP Archive Hierarchical_Communications_Wizard.zip Hierarchical Wizard export Jul 10, 2006 by eckertd@vt.edu
ZIP Archive Sequential_Communications_Wizard.zip Sequential Wizard export Jul 10, 2006 by eckertd@vt.edu
ZIP Archive Communications_Matrix.zip Communications Matrix Jul 10, 2006 by eckertd@vt.edu
File Legacy Matrix.zip Created in 2.6 to import to 2.7 Feb 11, 2010 by Erica Ackerman
File 2.7 Import Matrix.zip Matrix exported from 2.7 site Feb 15, 2010 by Erica Ackerman
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16 Comments

  1. Unknown User (draco)

    I ran through this script in about 30min on our install of OSP beta 4. Everything went well, except the permision for export on the forms is not alowed by default. I don't know if there is something wrong with the documentation or you recently changed this, but I'll put it up here just incase.

  2. Unknown User (mlockett)

    I'm early on in the testing, but it seems that steps 2 & 3 in the glossary set up shouldn't both say "select from main menu" because the guide and glossary are in different areas on the screen.

  3. Unknown User (mlockett)

    For step two in the glossary terms section, "Click New... at the top of the screen" should read "Click Add... at the top of the screen."

    1. Unknown User (eckertd@vt.edu)

      This has been changed to read 'Add' instead of 'New'

  4. Don't see Guide for step 2

  5. Set up Portfolio Templates - Step 9 - invalid template file

  6. When trying to add multiple files the entry point jumps to the 2nd file input

  7. Don't see '(under the Guide group)'

  8. Step 3 - Click Add in Set up Layouts and Set up Styles

  9. Step 4 - Set up Styles. css do not have select set against them

  10. Set up Portfolio Templates step 7. Don't see Open or Save. When you try to Import Template it reports that Template-01.zip is an Inavlid template file

  11. Setup Glossary - Step 2 - Click Guide from the main menu.
    Don't see 'Guide' option

  12. Setup Forms - step 10 - select 'publish'. Option is not available.
    Listed options are: Revise | Export | global publish

    1. I saw this as well. No "publish" option, only "global publish" option.

  13. Setup Layouts - step 3 - Click New...
    Button says 'Add'

  14. Validate forms permissions against design gives a difference: Permission 'Delete' is not set by default.