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Introduction
This Ayfie Locator 5.5.0 documentation serves these two purposes:
Being the User Acceptance Test (UAT) check list
Function as the User Interface cheat sheet
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A few places in the instructions one will come across this: wait*. That is because Locator needs (with the asterisk attached) as part of the instructions. This means one is to give Locator time to reindex the effected document(s) for the change one just made to take effect due to the time it takes to reindexing the document. This time . The amount of time required can be from a few seconds to several minutes depending on the size of the index and the amount of hardware resources available on the server. Even though a fix time cannot be givenit is not possible to give a fixed amount of time that applies to all installations, it should never under no circumstance exceed let’s say 5 minutes.
All referenced menu option in this documentation are in English. If using another UI language and in doubt about what something is referring to, just for a moment change the UI language to English for an immediate translation of your UI. The UI language is set at H2 (see graphics further down).
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 how to do advanced searches (A3)
- Do filtered searches using premade Search Scopes or search strings that previously have been stored with A2 Test search result filtering using filter options below the search bar (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- same functionality as for 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 (Q3or - same functionality as for 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 retrieved from one data source (for instance SharePoint) is no guaranty that it will also work for data retrieved from another data source (for instance Exchange)
…some features items only exist for data from some data sources and not for others (for instance SharePoint documents a file stored on a file server has an known author, a web pages do page does not)
…the menu option labels label for the one particular a specific operation may differ for data from different data sources (for instance Open Ticket makes sense for data in Jira data but not for an Exchange email)
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 related to a specific data source needs to be tested to cover the all 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 Pagethe menu option depends on the document type, see footnote*) (F4)
- Download the file to disk (not shown in the graphic above, but located with the other F's) (F5)
* Alternative outer container menu options: Open channel, Open containing page, Open folder, Open project, Outlook Web Access. Not all document types have an outer container.