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Data Source Independent Check Points
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- Search for something (A1)
- Save the search query (A2 → B, can be removed again with H1)
- Open the help wizard that explains the query language syntax (A3)
- Do filtered searches using premade Search Scopes or search strings that previously have been stored with A2 (B)
- View the result in Detailed mode (C1)
- View the result in Cards mode (C2)
- View the result in List mode (C3)
- Filter searches with the Date Modified refiner (D1)
- Filter searches with the Document Type refiner (D1)
- Filter searches with the File Extensions refiner (D1)
- Filter searches with the Is an Attachment refiner (D1)
- Filter searches with the Has Attachments refiner (D1)
- Tag a search result as a Favorite (E or F9), wait*, then refresh the page and search for the same document using the Favorite value of the System Tag refiner (D1)
- Use the Find Similar option to find similar documents to that of the clicked search result (F3 or Q3)
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- Open the preview window shown above (G2, G3 or G4 and then I)
- Add a note to the document (L)
- Highlight text to make an annotation within the document (M1) and view it afterwards (M2)
- Display the lists of document attachments (by first using the Attachment refiner in D1 to produce search results with attachments) (O)
- Display the Raw Text version of the document (this version will contain processing alterations and not be 100% the original content) (P)
- Use the Find Similar option to find similar documents to that of the clicked search result (Q3 or F3)
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- Create/name a new timeline and tag at least two documents with the timeline name (K1)
- Wait* after having done the previous line, then select the new timeline (R)
- Toggle between the two alternative timeline visualization modes (R1 and R2)
- Change one of the documents position in the timeline by changing the timeline date of the document and then wait* for the change to take effect (K2)
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- Display/hide search scopes (H1)
- Change the UI language (H2)
- Include/exclude certain languages from the search result (H3)
Data Source Dependent Check Points
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…the fact that something is working for data from one data source (for instance SharePoint) is no guaranty that it will also work for data from another data source (for instance Exchange)
…some features only exist for data from some data sources and not for others (for instance a SharePoint documents document has an author, a web pages do page does not)
…the menu option labels for the one particular operation may differ for data from different data sources (Open Ticket makes sense for Jira data but for Exchange)
To test data from different data sources, one can use the Sources refiner (D2). Each connector connection will appear as an individual source. Only one of the connections linked to a specific data source needs to be tested to cover the three scenarios listed above.
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- Open the search result (it will open up in its native application) (G1, F1 or Q2)
- See the thumbnail image being displayed (G2)
- See the search result teaser that should include the search term(s) (G3)
- Look up Primary Details - the up to 5 most important details from the list in J1 (G4)
- Open the document’s container object (for instance OpenEmail or OpenIssue for an attachment) (F2)
- Open the document’s outer container object (for instance OpenFolder, OpenProject, OpenChannel, Open Containing Page) (F4)
- Download the file to disk (not shown in the graphic above, but located with the other F's) (F5)