Test and review the following areas related to queries and reports.
Queries
- Check your most used queries. Are the queries running as they normally do?
- Go to the dashboards. Are the queries on the dashboards loading correctly and displaying the correct information?
- If there are queries on contact account pages, review the queries on the account pages. Are the queries displaying the correct information?
- Ensure queries have the correct security settings. In iMIS 2017, the default security setting for queries is Authenticated Users Full Control. In iMIS EMS, the new default setting is All Staff Full Control. It is recommended that you review the queries that are not set to All Staff Full Control to ensure those queries have the correct security settings applied.
Note: If the queries are not running properly, it might be due to a custom view or stored procedure that was removed from your iMIS database. Make note of the error the report is detailing and let ASI know.
Note: There is a pre-built query and additional information about this testing step on the Upgrade Dashboard.
Queries that access the REST API
In iMIS EMS, queries that need to access the REST API must be explicitly granted permissions to do so. During the testing phase, you must identify all queries that access the REST API, so that post upgrade, you can quickly update all required queries. See Updating queries that must access the REST API for full details.
Reports
- Check your most used reports. Are the reports running as they normally do?
- If you have had any custom reports created for you, test the custom reports. Are the custom reports running as they normally do? Are any custom reports missing from your test site?
- Test the download of a report by exporting a PDF file. Does the exported report look correct?
Note: If the reports are not running properly, it might be due to a custom view or stored procedure that was removed from your iMIS database. Make note of the error the report is detailing and let ASI know.