Hitachi Vantara Pentaho Community Wiki

Metadata Editor Test Cases

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Creating Domains

Test Case:

  1. Create New Domain file - File menu, toolbar

Extra Credit:

  1. 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: 

  1. New connection - File menu, toolbar, or right-click in tree
  2. 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)

  1. Add/remove Tables
    1. Drag and Drop from Physical Tables in tree
      1. within tree
      2. onto workspace
    2. Verify all columns are included
    3. Right-click add - test in tree and on the workspace 
  2. Add/remove Columns
    1. All columns should be added when dragging a Physical table onto the workspace or onto a mode in the tree
    2. Add/remove column inside the Business Tables Properties dialog
  3. Create relationships
    1. Multi-select two tables in the Graphical View tab, right-click and select Add relationship
    2. Right-click on 'Relationships' in tree to add a new relationship
    3. Verify the 'Guess Matching Fields' button - should automatically define join fields if it finds matching field names in the two selected tables
    4. Extra Credit - test defining complex join

Creating Business View/Categories

  1. Adding Categories using the tree
    1. right-click to add category
    2. add columns from Business Tables using drag and drop
  2. Use Category Editor to build new categories
    1. Add/Delete Categories
    2. Single and multi-select to add columns to specific categories
    3. Adding a Business Tables and included columns by selecting table and arrowing it over
    4. Delete columns

Working with Properties

  1. Test applying standard properties
    1. Apply properties to physical tables/columns, business tables/columns, business view categories/columns
    2. Validate that properties are being picked up by Web-based Ad Hoc Query and Reporting
  2. Test property inheritance
    1. Define properties on the Physical Tables/Columns, validate that these chain down to the Business tables/columns and Business View categoriess/columns
    2. Define properties on the Business Tables/Columns, validate that these chain down to the Business View categories/columns
    3. Test overriding inherited properties in the Business Tables/Columns and Business View categories/columns
  3. Create Custom Properties

Expression-based Columns  

  1. 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
  2. Try all supported expression types:  SUM, SUBTRACT, MULTIPLY, DIVIDE
  3. Verify that the new column can be used in your Model and associated Business View

Configure Security

  1. Test configuring the Security Service (Tools|Security...)
  2. Validate that the Test button returns a list of users and roles from your Pentaho BI Server
  3. 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
    1. Verify that security is being respected using WAQR
  4. 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.
    1. Also test that inherited security is being respected in WAQR

Using Concept(s)

  1. Create new Concepts using the concept editor (Toolbar or Tools menu)
  2. Apply the concept to a Business Table Column
    1. Verify that it is inherited in any Category Columns that use this Business Table
    2. Verify that the Concept is respected when creating a report against the Business view in WAQR
  3. Apply a concept at the Category Column Level and perform the same validation
  4. Test inheritance within Concepts
    1. Create a 'base' concept with a set of properties
    2. Create a child concept of base and validate that it inherits the properties from base
    3. Apply the concepts to your business view and validate that the concepts are applied in WAQR

Using Locale(s) 

  1. Add a new local using the local editor (Tools on the file menu or the Locales toolbar button)
  2. Localize names and descriptions in your model that are used by WAQR (i.e. Category Column Names, Category Names, Model Descriptions, etc.)
  3. Change the locale in your browser and validate that the model properly respects the local settings in WAQR

Using Query Editor

  1. After creating a model including a business view, use the Query Editor to query the business view
  2. New, Save, and Open
    1. Test saving saving a query (saved in MQL format)
    2. Create a new Query
    3. Open the query created in step one and verify that it still works

Publishing Models

  1. After defining your Metadata domain (including Connection, Model(s), and Business View), test publishing the model to the Pentaho Server (File menu)
    1. User/Password are your Pentaho username and password - i.e. joe/password
    2. Publish password is the publishing password defined in ..\pentaho-demo\pentaho-solutions\system\publisher_config.xml
    3. Server URL - i.e. http://localhost:8080/pentaho
    4. Solution - i.e. /samples/analysis
  2. Verify that you can query the published model using WAQR
  3. Test modifying and republishing the model and verify that the changes have been applied using WAQR

Importing/Exporting Domain Files 

  1. Export a model to XMI
  2. Import the model providing it with a new name
  3. Validate that the model can still be modified and queried using the Query Editor 
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