Creating a Test Plan for Upgrading Business Central
UG Expert Chris Warren shares his experiences creating a test plan for upgrading from NAV 2017 to Business Central SaaS.
Key Takeaways
- Overview: Chris walks through a test plan document, covering sections for installation qualification (IQ), operational qualification (OQ), and performance qualification (PQ). The latter two sections, OQ and PQ, are essential to ensure the system’s functionality and readiness for auditors. It’s important for users to make documentation in a user-friendly format for auditors and standard users to best understand.
- Upgrade changes and documentation: The first section of the document provides a high-level overview of the changes between the different Business Central versions. The document is designed to be handed off to auditors to clearly outline the changes made during the upgrade. It’s important to thoroughly review Microsoft and third-party documentation to summarize key points for standard users.
- Involving experts: Chris highlights section 10, as it outlines the roles of users performing test steps. He suggests designating a core group of subject matter experts in each department can expedite the testing process and significantly reduce time.
- Completing the test steps & deploying the update: Within the OQ section, there are detailed test steps for different Business Central modules. The test plan provides step-by-step instructions for executing tests, which makes the process simple and ensures all aspects of the system are thoroughly tested. The user has to approve of the results after the tests are complete, which then allows the update to be deployed.
