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Step 5: Testing

Onboarding tutorial · Step 5 of 5

Validate the complete user journey with a safe test record before making onboarding available to your organization.

Pre-flight checklist​

Before testing, confirm each item below.

  • The Internal > Onboarding table contains a record for your test user.
  • NIM can successfully send the email notifications and, if used, SMS messages.
  • HTTPS is configured with a valid certificate.
  • The test user can safely have their target-account password reset and account enabled.
Use a safe test account

The onboarding action can reset a password and enable the target account. Use a dedicated test account, a new user who has not signed in yet, or an existing user who has explicitly agreed to participate.

Find a test onboarding record​

  1. Go to Systems > Internal > Onboarding.
  2. Search for the test user’s unique identifier in the ExternalID column.
  3. Confirm that the record has the expected profile, contact details, secure ID, and expiry date.

If no record is found, revisit step 1: Prepare and Load Onboarding Data.

Test the lookup filter​

  1. Go to Processing > Filters and open Onboarding_Employee_Lookup.

  2. On the Parameters tab, enter the test user’s unique identifier as the default value for ExternalID.

  3. Select Filter.

  4. Confirm that exactly one result is returned and that it belongs to the test user.

Unexpected filter results

If the filter returns no result or more than one result, correct the lookup filter before continuing. The onboarding process must be able to resolve a single target account.

Walk through the user experience​

  1. Open the onboarding URL in a browser:

    https://<nim-server>/onboarding/<onboarding-profile>

    Replace <nim-server> with the External Host URL configured in system preferences. Replace <onboarding-profile> with the profile name from step 2. The profile name is case-sensitive.

  2. Select Next, enter the test user’s unique identifier, and select Next again.

  3. Complete the identity-verification method configured in the profile:

    • For OTP, choose email or SMS and enter the code received.
    • For question and answer, provide the expected answer. Complete every configured question.

  4. For OTP verification, enter the received code and select Next.

  5. Enter and confirm a new password, then select Next. NIM now runs the actions configured in step 3.

  6. Confirm that the summary screen is displayed without an error.

Verify the outcome​

  1. Sign in to the target account with the password set during onboarding.
  2. Confirm that the account is enabled and has the intended access.
  3. Confirm that notifications and audit information are correct.
Onboarding is readyAfter a successful end-to-end test, make the profile available to the intended population. For external access, see Allow External Access.