Sitecore Upgrade Testing Approach

What is Sitecore upgrade?

When the Sitecore instance running in backend of website is updated from an old version to a new or latest version, it is termed as Sitecore upgrade. Example: Updating Sitecore Version 7.2 to Version 9.2

Testing Approach

Below steps provide an effective quality assurance approach to test the Sitecore Upgrade projects:

Step 1: Instead of testing individual Sitecore components, test the Core Sitecore functionalities which are given below:

  • Create new item/Edit item/Delete item.
  • Workflow states
  • Preview and Publishing
  • Experience Editor
  • Sitecore Searches
  • Experience Analytics
  • Personalization Rules
  • Rebuild Indexes
  • 404 Error Pages

Step 2: Test all the Sitecore Modules that are in scope of the project. Below are few commonly used modules list:

  • Forms
  • Sitemap
  • URL Rewrite
  • PowerShell Extensions
  • 301 Redirects
  • Active Directory

Step 3: If there are any third-party integrations like Live Chat, Imports etc., test them. Seek developer’s help to get all the integrations list.

Step 4: It is best practice to click all the icons once on Sitecore Launchpad to verify that they are not broken and showing error.

Step 5: Front end testing of website need not comprise of bunch of desktop browsers and devices. Select one browser and device to verify UI. Example: IE11 and Iphone X. However, front end testing need to include all the sections and sub sections of website covering maximum number of pages.

Step 6: Use XENU, Brokenlinkcheck or any other tool to check the broken links of website.

Step 7: Last but not least, do a high-level performance testing to ensure that upgrade has not resulted in poor response time of pages.

Published by Ritesh Mathur

I have 13+ years of total experience in Software Quality Assurance and Testing field. Worked on multiple CMS projects including the ones in Site core, Episerver, Drupal, WordPress and Magento. I have done Sitecore Web Experience Management eLearning and International Software Testing and Quality Board (ISTQB) certifications.

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