How to Use Rule Testing Functionality in the Test Center

How to Use Rule Testing Functionality in the Test Center

The rules engine provides testing functionality so you can test your rules against previously collected or historical data. There are three ways to conduct rule testing in the Test Center. They are Basic Test, Comparison and Simulation.

See below for a simple explanation of how to use each.

Basic Test

  1. Go to Rules Engine > Test Center
  2. You can get your results as Events or as Users (aka customers or accounts). Depending on what you want, make that selection at the top where you see the Event and User selections
  3. Select Basic Test at the top, just under the Event/User selection.
  4. You will then decide to test against Production data, Manual Input or a Dataset.

Production: This is the data already in your system and is probably the easiest way to test your rules.

Manual Input: This provides a text input box at the bottom of the screen where you can enter your own data in JSON format.

Dataset: This will allow you to test against a dataset you’ve already downloaded or download a new dataset. If it’s a dataset you’ve already downloaded, that dataset will be able to be chosen in the dropdown called Select Dataset. If you need to upload a new dataset, there’s a button for that called Upload Dataset.

Datasets needs to be in JSON or CSV format. You can also select your delimiter and your encoding. You can then drag and drop your file or select it in the file selection screens. You can also give your newly uploaded dataset a name and a description. Once done, select SUBMIT.

  1. Next you will either select a RULE or RULESET. Make your selection but pressing the corresponding button.
  2. You will then select as many rules or rulesets as you wish to test by checking the box next to their name. Note: You can’t test against both rules and rulesets. It’s one or the other.
  3. You then can make a selection to test against historical data or Event ID. Those are in the drop down to the right of where you selected your rules or rulesets.
  4. You then make your final decisions of custom dates and time frames to test against.
  5. Once done and you are ready to test, press the TEST button.

Comparison Test

  1. Go to Rules Engine > Test Center
  2. Similar to the instructions from Basic Test, the Comparison test is fairly similar and some selections will be the same.
  3. You can get your results as Events or as Users (aka customers or accounts). Depending on what you want, make that selection at the top where you see the Event and User selections
  4. Select Comparison Test at the top, just under the Event/User selection.
  5. You will make similar selections and decision as in step #4 above.
  6. Next you will make decisions on what rules or rulesets to compare. Group A vs Group B. You will be comparing one group to another and you make your selections of the rule(s) to comparison test similar to how you did in step #6 above.
  7. Finally, make your custom data and time selections.
  8. Then select TEST.

Simulation Test

  1. Go to Rules Engine > Test Center
  2. Choose whether you want results as Events or Users, similar to how you did in the previous tests.
  3. Then choose the Simulation box at the top.
  4. All rules are selected by default so you can go with that, or uncheck or check rules you do or don’t want included in your Simulation test.
  5. You can also add DRAFT or TRIAL rules in your simulation test. If you want to do that, select the + button next to that option.

  1. Finally, make your custom data and time selections.
  2. Then select TEST.

Results

  1. For all tests, one you select TEST, you will see a circle rotating, indicating the tests are running.
  2. When the tests are done, you will see this message.

  1. If you select to PROCEED TO TASK CENTER, you will see your previously run and current tests in a screen like this.

  1. You will need to wait for your INPROGRESS tests to complete. This could take several minutes or longer.
  2. When you are ready to view the results of your test, simply click the cloud icon with the check mark in it.

Congratulations, you’ve now run your first test in Test Center!

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