System Security Defaults form - 'Outlook 365 Integration Configuration'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Registry Settings (PM)
- System Security Defaults
- Dynamic Form - Scheduling Calendar
- Microsoft Outlook Calendar
Scenario 1: System Security Defaults - 'Outlook 365 Integration Configuration' setting validations
Specific Setup:
- The "Microsoft Azure" cloud computing platform or similar platform has been setup by the client's system administrators to integrate with "Microsoft 365", to provide the "Microsoft Outlook" application to users
- "Microsoft Outlook 365" integration certificate values : "Client ID", "Client Secret" and "Tenant ID", have been generated by the client's system administration and provided to the logged in user
- Logged in user has access to form, "Registry Settings" and form "System Security Defaults"
Steps
- Open form "Registry Settings"
- Search for registry setting "Enable Outlook 365 Integration"
- Entering a value of "Y" in the "Registry Settings Value" field will:
- Enables support for "Outlook 365 Integration" in the system
- Creates a new section in form "System Security Defaults", called "Outlook 365 Integration Configuration", where integration certificate values may be entered and submitted
- Entering a value of "N" in the "Registry Settings Value" field will:
- Disables support for "Outlook 365 Integration" in the system
- Removes section "Outlook 365 Integration Configuration" in form "System Security Defaults"
- Set the value in the "Registry Settings Value" field to a value other than "Y" or "N"
- Validate the error message "The selected value is not valid in the current system code for the following reason: Valid values are Y or N", is displayed
- Set the value in the "Registry Settings Value" field to "Y"
- Validate the value is accepted
- Submit the form
- Validate the form files successfully
- Click "Yes" to return to the form
- Search for registry setting "Enable Outlook 365 Integration"
- Validate the "Registry Setting Value" is set to "Y", as expected
- Close the form
- Open form "System Security Defaults"
- Validate a new section is displayed on the left side, called "Outlook 365 Integration Configuration"
- Click section "Outlook 365 Integration Configuration"
- Navigate to the "Client ID" field
- Attempt to enter a value greater than "50" characters
- Validate any characters entered over "50" characters does not display
- Enter any value up to "50" characters
- Validate all characters are displayed and accepted
- Enter the "Client ID" value provided, as noted in the setup
- Submit the form
- Validate an error is displayed
- 'The following fields are missing: "Client Secret" and "Tenant ID"'
- Click [OK]
- Navigate to the "Client Secret" field
- Attempt to enter a value greater than 50 characters
- Validate any characters entered over 50 characters do not display
- Enter a value up to 50 characters
- Validate all characters are displayed and accepted
- Enter the "Client Secret" value provided, as noted in the setup
- Navigate to the "Tenant ID"
- Attempt to enter a value greater than 50 characters
- Validate any characters entered over 50 characters do not display
- Enter a value up to 50 characters
- Validate all charters are displayed and accepted
- Enter the "Tenant ID" value provided, as noted in the setup
- Submit the form
- Validate submission is successful
- Return to the form "System Security Defaults"
- Select section "Outlook 365 Integration Configuration"
- Validate the values entered in the "Client ID", "Client Secret" and "Tenant ID" fields in step 2, are as expected
- Open form "Registry Settings"
- Search for registry setting "Enable Outlook 365 Integration"
- Entering a value of "N" in the "Registry Settings Value" field
- Submit the form
- Validate the form files successfully
- Return to the form "System Security Defaults"
- Validate the section "Outlook 365 Integration Configuration", is not longer present on the form as expected
- Open form "Registry Settings"
- Search for registry setting "Enable Outlook 365 Integration"
- Entering a value of "Y" in the "Registry Settings Value" field
- Submit the form
- Validate the form files successfully
- Return to the form "System Security Defaults"
- Validate the section "Outlook 365 Integration Configuration", is now present on the form again, as expected
Scenario 2: Avatar NX - 'Outlook 365 Integration" - User set up and "My Calendar" widget validations
Specific Setup:
- The "Microsoft Azure" cloud computing platform or similar platform, has been setup by the client's system administrators to integrate with "Microsoft 365" to provide the "Microsoft Outlook" application to users
- Registry setting '"Enable Outlook 365 Integration" has been set to "Y" to enable support for "Outlook 365" integration. [Note: this registry setting is introduced with "RADplus 2023 Update 112"]
- In form "System Security Defaults", in the "Outlook 365 Integration Configuration" section, the "Client ID", "Client Secret" and "Tenant ID" field values needed for integration provided by the Admin team, have been populated and the form has been submitted successfully
- [TestUser] has "Microsoft Outlook" installed on their desktop and has a "Microsoft Outlook" email account assigned to them [TestEmail]
- [TestUser] has an appointment or meeting [TestApptA], scheduled in their "Microsoft Outlook" on [TestDateA]
- [TestUser] is also a staff member and has a client appointment [TestApptB], already scheduled on [TestDateB], via form "Scheduling Calendar" in myAvatar
- [TestUser] has the "My Calendar" widget on their home view
- Log in as [TestUser]
Steps
- At the home view, select the "User Menu" icon in the top right corner
- Click "Preferences"
- Click the "Calendar" tab and then click "Add Source" and
- From the "Select Source Type" drop down list, select "Microsoft Outlook"
- Click [Add]
- At the "Microsoft Sign In", dialog enter the email address [TestEmail] for the logged in user
- Click [Next]
- At the "Enter Password" prompt, enter the email login password
- Click [Sign in]
- Validate message "Successfully linked Microsoft Outlook account to email [TestUser]"
- Click [OK]
- Validate "Microsoft Outlook" is added in the source list box
- Validate the check box next to the source is checked
- Click [Save]
- Click 'Preferences' to return to the form
- Validate "Microsoft Outlook" is added in the source list box
- Validate the check box next to the source is checked
- Close the form
- At the home view, navigate to the "My Calendar" widget
- Click the "Refresh" button on the widget
- On the calendar, navigate to [TestDateA]
- Validate [TestApptA] scheduled in "Microsoft Outlook" is displayed on the calendar for that day
- On the calendar, navigate to [TestDateB]
- Validate [TestApptB], the appointment scheduled in form "Scheduling Calendar', is displayed on the calendar for that day
- In "Microsoft Outlook"
- Open the calendar and delete [TestApptA]
- In Avatar
- Open form "Scheduling Calendar" and delete [TestAppB]
- Refresh the "My Calendar" widget
- Validate [TestApptA] and [TestApptB] have been removed from the calendar
- In "Microsoft Outlook"
- Schedule a new meeting [TestMeeting] on a desired date [TestDateC]
- In Avatar
- Schedule a new appointment [TestApptD] on a desired date [TestDateD]
- At the home view, navigate to the "My Calendar" widget
- Click the "Refresh" button on the widget
- On the calendar, navigate to [TestDateC]
- Validate [TestMeeting] scheduled in "Microsoft Outlook" is displayed on the calendar for that day
- On the calendar, navigate to [TestDateD]
- Validate [TestApptD], the appointment scheduled in form "Scheduling Calendar', is displayed on the calendar for that day
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Topics
• My Calendar
• NX
• System Security Defaults
• User Role Definition
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