Different Ways to do Manual Testing on Pega with Detailed Explanation

Manual testing in Pega involves verifying the application's functionality, user interface, and workflows against defined requirements without using automation tools. Below are various ways to perform manual testing on Pega, along with detailed explanations:

1. Functional Testing

Objective: Ensure that the application behaves as expected.
Steps:
1. Review business requirements and identify test cases.
2. Test individual features, such as UI components, workflows, and rules.
3. Validate input fields, buttons, and navigational elements.
Example:
- Validate that a "Submit" button triggers the correct workflow.
- Ensure rule-based decisions are applied appropriately.
Tools in Pega: Rule Inspector and Clipboard Viewer for debugging.

2. Integration Testing

Objective: Validate interactions between integrated components or systems.
Steps:
1. Test the communication between Pega and external systems (e.g., APIs, databases).
2. Validate data exchange through connectors and services (SOAP/REST).
Example:
- Ensure that an API call from Pega fetches the correct customer details.
Tools in Pega: The Tracer tool is used to analyze service invocations.

3. User Interface (UI) Testing

Objective: Check the usability and consistency of the application's user interface.
Steps:
1. Test UI elements like buttons, forms, and navigation menus.
2. Verify cross-browser compatibility and responsiveness.
Example:
- Test if the form fields align correctly and maintain consistency across browsers.
Tools in Pega: UI Inspector to identify and debug UI components.

4. End-to-End Testing

Objective: Test the complete workflow from start to finish.
Steps:
1. Execute test scenarios covering the entire business process lifecycle.
2. Verify integration points, data flow, and final outputs.
Example:
- Simulate a customer service case from creation to resolution in Pega.
Tools in Pega: Case Manager Portal for scenario execution.

5. Regression Testing

Objective: Verify that new changes do not break existing functionality.
Steps:
1. Identify test cases from previous builds.
2. Re-run them to ensure existing features work as expected.
Example:
- Test if adding a new workflow affects existing workflows.
Tools in Pega: The Pega Unit Testing feature can aid in creating test cases.

6. Exploratory Testing

Objective: Discover defects through ad-hoc testing without predefined test cases.
Steps:
1. Navigate the application freely to identify edge cases.
2. Document any unexpected behaviour or errors.
Example:
- Try submitting a form with unexpected input to test system behaviour.
Tools in Pega: Tracer and Clipboard Viewer for debugging.

7. System Testing

Objective: Ensure the system works as a whole under different conditions.
Steps:
1. Test configurations like user roles, access groups, and environment settings.
2. Validate scalability, performance, and deployment settings.
Example:
- Test the application under a high load or with multiple concurrent users.
Tools in Pega: Performance Profiler.

8. Validation Testing

Objective: Confirm that the application meets the business requirements.
Steps:
1. Validate business rules, decision trees, and decision tables.
2. Ensure outputs match the expected results.
Example:
- Validate that a decision table applies correct pricing rules.
Tools in Pega: Decision Table testing and Tracer.

9. Security Testing

Objective: Identify vulnerabilities in the application.
Steps:
1. Test role-based access control (RBAC) and authentication mechanisms.
2. Verify data encryption and secure communication protocols.
Example:
- Ensure only authorized users can access specific cases.
Tools in Pega: Security features like Access Groups and Roles.

10. Accessibility Testing

Objective: Ensure the application is usable by people with disabilities.
Steps:
1. Verify compatibility with screen readers and keyboard navigation.
2. Test compliance with accessibility standards (e.g., WCAG).
Example:
- Test if navigation works only on the keyboard.
Tools in Pega: Accessibility Inspector.

11. Performance Testing

Objective: Assess the speed, scalability, and reliability of the application.
Steps:
1. Test workflows under different load conditions.
2. Identify and address bottlenecks.
Example:
- Simulate 100 users accessing the system simultaneously.
Tools in Pega: Performance Analyzer (PAL).

12. Defect Testing (Bug Fix Verification)

Objective: Verify that reported defects have been resolved.
Steps:
1. Retest the fixed functionality.
2. Perform regression testing to ensure no new defects arise.
Example:
- Test if a resolved issue with the case assignment behaves correctly.

Best Practices for Manual Testing in Pega:

Understand Business Requirements: Gain in-depth knowledge of the application's purpose and workflows.
Use Pega-Specific Tools: Familiarize yourself with Pega tools like Tracer, Clipboard, and Rule Inspector.
Document Test Cases: Maintain detailed records of test scenarios and results.
Collaborate with Developers: Communicate defects and requirements effectively.
Focus on End-User Perspective: Ensure usability and functionality align with user needs.

By using these approaches and best practices, manual testing in Pega can be conducted effectively, ensuring the delivery of a high-quality application.