Difference between revisions of "Funambol Contact Integration Tests"
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+ | These are tests for the Funambol Data Synchronization server in opentaps. "Outlook" refers to Microsoft Outlook but can be any client device, including Outlook and Evolution or a mobile phone, which has a SyncML client. | ||
==New opentaps Contacts to Outlook== | ==New opentaps Contacts to Outlook== | ||
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New lead with first and last name, company name created in opentaps. | New lead with first and last name, company name created in opentaps. | ||
+ | |||
+ | ==Two Way Synchronizations== | ||
+ | |||
+ | The following tests should work whether the change happens in opentaps or Outlook. When the change is made in one system, a corresponding change should occur in the other: | ||
+ | |||
+ | * Create/add phone number | ||
+ | * Create/add email address | ||
+ | * Create/add postal address | ||
+ | * Update phone number | ||
+ | * Update email address | ||
+ | * Update postal address | ||
+ | * Expire/remove phone number | ||
+ | * Expire/remove email address | ||
+ | * Expire/remove postal address | ||
+ | |||
+ | Things to watch out for: | ||
+ | # Make sure that the data item (phone, email, address) being changed is updated correctly in the other system after the synch | ||
+ | # Make sure that the purpose of the data item is synched correctly. For example, a fax number created in opentaps becomes a fax number in Outlook. | ||
+ | # Make sure that the remaining data in both the original and the new systsem are correct. | ||
+ | |||
+ | ==Removing and Deactivating Contacts== | ||
+ | |||
+ | '''Action''' | ||
+ | |||
+ | Remove a contact in Outlook. Synch. | ||
+ | |||
+ | '''Result''' | ||
+ | |||
+ | The lead/account/contact is deactivated in opentaps and can no longer be found in opentaps CRM. | ||
+ | |||
+ | '''Action''' | ||
+ | |||
+ | Deactivate a lead/account/contact in opentaps. Synch. | ||
+ | |||
+ | '''Result''' | ||
+ | |||
+ | The lead/account/contact is removed from Outlook. |
Latest revision as of 23:42, 13 September 2007
Contents
These are tests for the Funambol Data Synchronization server in opentaps. "Outlook" refers to Microsoft Outlook but can be any client device, including Outlook and Evolution or a mobile phone, which has a SyncML client.
New opentaps Contacts to Outlook
opentaps New Contact
Action
Create new contact with full name, address, email, web url, telephone number. Synch.
Result
New contact with first name and last name created in Outlook.
opentaps New Account
Action
Create new account with company name, address, email, web url, telephone number in opentaps. Synch.
Result
New contact with company name created in Outlook.
opentaps New Lead
Action
Create new lead with first name, last name, company name, address, email, web url, telephone number in opentaps. Synch.
Result
New contact with first name, last name, company name created in Outlook.
New Outlook Contacts to opentaps
New Outlook Contact to opentaps Contact
Action
Create new account with first name, last name, address, email, web url, telephone number in Outlook. Synch.
Result
New contact with first and last name created in opentaps.
New Outlook Contact to opentaps Account
Action
Create new account with company name, address, email, web url, telephone number in Outlook. Synch.
Result
New account with company name created in opentaps.
New Outlook Contact to opentaps Lead
Action
Create new account with first name, last name, company name, address, email, web url, telephone number in Outlook. Synch.
Result
New lead with first and last name, company name created in opentaps.
Two Way Synchronizations
The following tests should work whether the change happens in opentaps or Outlook. When the change is made in one system, a corresponding change should occur in the other:
- Create/add phone number
- Create/add email address
- Create/add postal address
- Update phone number
- Update email address
- Update postal address
- Expire/remove phone number
- Expire/remove email address
- Expire/remove postal address
Things to watch out for:
- Make sure that the data item (phone, email, address) being changed is updated correctly in the other system after the synch
- Make sure that the purpose of the data item is synched correctly. For example, a fax number created in opentaps becomes a fax number in Outlook.
- Make sure that the remaining data in both the original and the new systsem are correct.
Removing and Deactivating Contacts
Action
Remove a contact in Outlook. Synch.
Result
The lead/account/contact is deactivated in opentaps and can no longer be found in opentaps CRM.
Action
Deactivate a lead/account/contact in opentaps. Synch.
Result
The lead/account/contact is removed from Outlook.