Seamlessly Elevating Financial Services: QA Automation for Liferay DXP Migration

Organization

Our client, a United States-based financial services holding company, specializes in life insurance, retirement solutions, and asset management. Through its subsidiaries, the organization offers a comprehensive portfolio of financial products designed to support individuals in retirement planning and secure their financial future.

• Industry Expertise: Renowned for its tailored financial solutions, the organization helps individuals safeguard their assets and achieve financial security.
• Customer-Centric Focus: The company emphasizes creating streamlined self-service platforms to provide customers with seamless access to financial products.
• Commitment to Innovation: By embracing cutting-edge technology, the client continually improves its digital offerings, ensuring both operational efficiency and customer satisfaction.

CHALLENGE

The client undertook an ambitious project to upgrade over 1,000 public and private pages from Liferay DXP 6.2 to Liferay DXP 7.2. This initiative aimed to modernize the digital experience while maintaining the integrity and accessibility of all content. However, the project presented several challenges that required an advanced QA strategy:

• Content Validation for Large-Scale Sites:
  Verifying the accuracy of vast amounts of content—text, images, and dynamic elements—on public and private pages required significant time and meticulous attention to detail.
• Access Control Complexity:
  Ensuring role-based access control (RBAC) across private pages was critical. Authorized users needed secure access, while unauthorized users had to be prevented from viewing sensitive content. Public pages needed to remain universally accessible without exposing private information.
• Dynamic Testing Challenges:
  Testing dynamic locators in automation scripts posed difficulties due to variability in element attributes and behaviors. Ensuring consistent and reliable validation across dynamic elements demanded modern techniques.
• Handling Multiple Frames:
  Pages containing multiple frames required precise navigation to avoid errors. Misidentifying or interacting with elements in the wrong frame could lead to inaccuracies.
• Public vs. Private Page Testing:
  The QA team needed to manage distinct validation criteria for public and private pages, ensuring user-specific content visibility and security without disrupting the overall user experience.
• Automation Testing for Efficiency:
  Achieving consistent and reliable validation across thousands of pages demanded a robust automation testing framework to streamline regression, smoke, and end-to-end testing processes.

These challenges underscored the complexity of the upgrade project and highlighted the critical role of QA automation in ensuring a successful outcome.

TECHNICAL SOLUTION

XTIVIA’s QA team approached the Liferay DXP upgrade project with a robust and multifaceted strategy. Combining manual and automated testing methodologies, the team ensured that all public and private pages were seamlessly migrated while maintaining high levels of accuracy, reliability, and user experience.

Comprehensive Content Validation and Migration

• Migrated over 1,000 pages across public and private domains, ensuring the accurate transfer of diverse content types, including text, images, and dynamic elements.
• Conducted extensive validations to ensure content consistency across devices, browsers, and resolutions.
• Maintained continuous collaboration with the development team to resolve discrepancies during content migration and ensure smooth data transition.

Automated Testing Framework

• Selenium Implementation:
  Developed a robust, reusable Selenium automation framework to streamline smoke, regression, and end-to-end testing processes.
  Automated navigation and validation of all navigation elements, menus, and page links to ensure their alignment with Liferay DXP 7.2 standards.
  
• Dynamic Locator Handling:
  Addressed the challenge of dynamic elements by implementing modern techniques:
  • Used stable and predictable attributes such as XPath and CSS selectors.
  • Created dynamic attribute strategies to account for variable element attributes and interactions.
  • Implemented text-based locators for improved reliability and maintainability.
    
• Frame Navigation Strategies:
  Precisely navigated pages containing multiple frames by implementing strategies such as:
  • Switching between frames using index, name, or WebElement references.
  • Leveraging JavaScriptExecutor for complex frame navigation.
  • Using defaultContent() to ensure transitions back to the main document were seamless.

Access Control Validation

• Automated role-based access testing for private pages to validate appropriate permissions for authorized users.
• Created distinct test scenarios for public and private pages:
  
  • Public Pages: Verified content visibility and accessibility for unauthenticated users, ensuring no private data was unintentionally exposed.
    
  • Private Pages: Ensured sensitive content was accessible only to authenticated users with appropriate roles and permissions.
• Conducted cross-role testing to validate multiple user roles, automating login/logout processes and confirming proper access levels for different types of users.

User Experience and Accessibility Testing

• Collaborated closely with stakeholders to identify usability pain points and refine workflows for public and private pages.
• Conducted focus groups and usability testing with end-users to gather feedback, ensuring an intuitive and user-friendly design.
• Validated accessibility standards to ensure inclusivity and compliance with ADA guidelines.

Agile Methodology and Collaboration

• Adopted Agile principles to ensure iterative delivery of features, allowing for regular stakeholder feedback and alignment with evolving project goals.
• Facilitated continuous collaboration among business teams, IT teams, and external vendors to address challenges promptly and ensure alignment across all stakeholders.

Enhanced Validation for Upgraded Features

• Developed specialized automated test scripts to validate navigation elements, page hierarchies, and dynamic behaviors, ensuring smooth transitions to the upgraded Liferay DXP 7.2 platform.
• Tested integration points with backend systems to ensure data consistency and secure interactions.
• Used Selenium to automate repetitive tasks, reducing manual effort and improving test efficiency.

Error Handling and Logging Mechanisms

• Implemented error-handling mechanisms within the automation framework to capture issues during runtime and log them for rapid resolution.
• Leveraged real-time debugging tools to identify and resolve potential bottlenecks or issues early in the development lifecycle.

BUSINESS RESULT

XTIVIA’s QA efforts were instrumental in the successful upgrade of the client’s digital ecosystem, delivering tangible improvements across all aspects of the project:

• Enhanced Content Accuracy and Access Control:
  
  • Validated and migrated over 1,000 pages with consistent content accuracy, ensuring a seamless user experience.
  • Implemented robust RBAC, protecting sensitive information while maintaining accessibility for authorized users.
• Improved Customer Experience:
  
  • Public pages increased brand visibility and engagement, driving inquiries and customer acquisition.
  • Private pages enhanced operational efficiency with secure access to critical information for stakeholders.
• Optimized Testing Efficiency:
  
  • Automated frameworks reduced testing time and minimized human errors.
  • Iterative updates enabled faster deployment cycles and quicker feature rollouts.
• Future-Ready Digital Platform:
  
  • Delivered a scalable framework capable of supporting future upgrades and enhancements.
  • Positioned the client as a leader in financial services, combining innovation with operational excellence.

KEYWORDS
Functional Testing, Automated Testing, Content validation, Regression Testing, Smoke Testing, QA, TCOE

SOFTWARE
Liferay DXP 6.2, Liferay DXP 7.2, SQL Server, Apache HTTP server, Angular apps, Selenium, and JIRA

XTIVIA needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at anytime, read our Privacy Policy here.