Creating Domains
Test Case:
- Create New Domain file - File menu, toolbar
Extra Credit:
- Verify warnings when changes to existing domain have not been saved when you choose to create a new Domain File
Creating Connection(s)
Test Case:
- New connection - File menu, toolbar, or right-click in tree
- Add Tables using the Import tables option on the right-click menu
Extra Credit:
- Duplicate connection (right-click menu) and test connectivity
- Use SQL Editor (right-click menu) to validate connectivity
- Test deleting tables, verify deletion using SQL editor, re-add table
Creating New Model(s)
- Add/remove Tables
- Drag and Drop from Physical Tables in tree
- within tree
- onto workspace
- Verify all columns are included
- Right-click add - test in tree and on the workspace
- Drag and Drop from Physical Tables in tree
- Add/remove Columns
- All columns should be added when dragging a Physical table onto the workspace or onto a mode in the tree
- Add/remove column inside the Business Tables Properties dialog
- Create relationships
- Multi-select two tables in the Graphical View tab, right-click and select Add relationship
- Right-click on 'Relationships' in tree to add a new relationship
- Verify the 'Guess Matching Fields' button - should automatically define join fields if it finds matching field names in the two selected tables
- Extra Credit - test defining complex join
Creating Business View/Categories
- Adding Categories using the tree
- right-click to add category
- add columns from Business Tables using drag and drop
- Use Category Editor to build new categories
- Add/Delete Categories
- Single and multi-select to add columns to specific categories
- Adding a Business Tables and included columns by selecting table and arrowing it over
- Delete columns
Working with Properties
- Test applying standard properties
- Apply properties to physical tables/columns, business tables/columns, business view categories/columns
- Validate that properties are being picked up by Web-based Ad Hoc Query and Reporting
- Test property inheritance
- Define properties on the Physical Tables/Columns, validate that these chain down to the Business tables/columns and Business View categoriess/columns
- Define properties on the Business Tables/Columns, validate that these chain down to the Business View categories/columns
- Test overriding inherited properties in the Business Tables/Columns and Business View categories/columns
- Create Custom Properties
Expression-based Columns
- Test adding a new, expression-based column to a Physical Table (Hint: look at how the Total column under the Order Details physical table was built
- Try all supported expression types: SUM, SUBTRACT, MULTIPLY, DIVIDE
- Verify that the new column can be used in your Model and associated Business View
Configure Security
- Test configuring the Security Service (Tools|Security...)
- Validate that the Test button returns a list of users and roles from your Pentaho BI Server
- Apply security to one of the columns in a Business View Category such that a particular column is visible to some users and not others
- Verify that security is being respected using WAQR
- Test security inheritance by applying security to column in your business table, then validate that this is inherited by any category columns in your business view.
- Also test that inherited security is being respected in WAQR
Using Concept(s)
- Create new Concepts using the concept editor (Toolbar or Tools menu)
- Apply the concept to a Business Table Column
- Verify that it is inherited in any Category Columns that use this Business Table
- Verify that the Concept is respected when creating a report against the Business view in WAQR
- Apply a concept at the Category Column Level and perform the same validation
- Test inheritance within Concepts
- Create a 'base' concept with a set of properties
- Create a child concept of base and validate that it inherits the properties from base
- Apply the concepts to your business view and validate that the concepts are applied in WAQR
Using Locale(s)
- Add a new local using the local editor (Tools on the file menu or the Locales toolbar button)
- Localize names and descriptions in your model that are used by WAQR (i.e. Category Column Names, Category Names, Model Descriptions, etc.)
- Change the locale in your browser and validate that the model properly respects the local settings in WAQR
Using Query Editor
- After creating a model including a business view, use the Query Editor to query the business view
- New, Save, and Open
- Test saving saving a query (saved in MQL format)
- Create a new Query
- Open the query created in step one and verify that it still works
Publishing Models
- After defining your Metadata domain (including Connection, Model(s), and Business View), test publishing the model to the Pentaho Server (File menu)
- User/Password are your Pentaho username and password - i.e. joe/password
- Publish password is the publishing password defined in ..\pentaho-demo\pentaho-solutions\system\publisher_config.xml
- Server URL - i.e. http://localhost:8080/pentaho
- Solution - i.e. /samples/analysis
- Verify that you can query the published model using WAQR
- Test modifying and republishing the model and verify that the changes have been applied using WAQR
Importing/Exporting Domain Files
- Export a model to XMI
- Import the model providing it with a new name
- Validate that the model can still be modified and queried using the Query Editor