Creating a deployment package

Welcome

Introduction page.

Select a Deployment Package Type

Specify whether to create a full or incremental deployment package.

Note: If you deactivate a rule in the InForm application, do one of the following in the Central Designer application before creating a new deployment package:

• Remove the rule from the study.
• Disable the rule.
• Change the triggering event to On Demand (Batch Mode).

Rule-related changes that you make in the InForm application are overridden when you install a new deployment package.

Note: If you create or modify a coding map, use a full deployment package to deploy the changes. Changes to coding maps are not supported in incremental deployment packages.

Full package.

Deployment package that contains everything needed to deploy a complete study.

Incremental package.

Deployment package that contains everything needed to deploy a complete study, plus additions and changes to the study, reflected in Alternate forms in the InForm application. Alternate forms are not created for repeating forms.

Select a Baseline

Specify the baseline to use for creating the deployment package. Validation baselines with a status of Valid or Valid with Warnings are eligible.

Note: If you select an unpublished validation baseline, the baseline is made public during deployment package creation.

Please select a baseline.

Drop-down list of validated baselines available for creating a deployment package.

Select Locales

Specify the locale or locales for which to create the deployment package. You must select at least one locale.

Note: Each option is applicable for different releases of the InForm application, and only one option is used for each release. However, you must select values for both options.

Please select one or more locales.

List of locales available to be supported by the deployment package.

Note: This option is used when you deploy to InForm release 4.6.

Apply layout from

Specify the default layout locale for the deployment package.

In InForm release 4.7 and later, a single study version contains the layout information for all locales in the study, and you specify a default layout locale, from which all layouts, regardless of locale, inherit customizations in the InForm application.

The site locale language in the InForm application determines the language in which forms appear.

For example, a study contains layouts for the French (France) and the English (United Kingdom) locales. Radio buttons are horizontal in the French (France) layout but are vertical in the England (United Kingdom) layout. If French (France) is the default layout locale, then all layout customizations for the France (French) layout, including the alignment of radio buttons, are deployed to the InForm application and appear for all users, regardless of their site locale. Therefore, if your site locale in the InForm application is English (United Kingdom), the forms appear in English but with the customizations that were made in the French (France) layout in the Central Designer application.

Note: This option is used when you deploy to InForm release 4.7 and later.

Select Layouts

Choose the layout to deploy. If the layout does not exist for a form, the primary layout for the form is deployed instead.

The list contains only the registered layout names in the study, which appear in the Tools > Layout Names Manager dialog box.

Select Customer Defined Database (CDD) Mappings (optional)

Specify the mappings used to generate mappings for a CDD. This page appears only if at least one CDD mapping is defined for the study. Only CDD mappings appear in the list.

Optionally, select one or more mappings for CDD mapping.

List of CDD mappings.

Select All.

Select all mappings in the list.

Unselect All.

Deselect all mappings in the list.

Select Clintrial Integration Solution (CIS) Mappings (optional)

Specify the mappings used to generate mappings for the CIS application. This page appears only if at least one CIS mapping is defined for the study. Only CIS mappings appear in the list.

Optionally, select one or more mappings for CIS mapping.

List of CIS mappings.

Select All.

Select all mappings in the list.

Unselect All.

Deselect all mappings in the list.

Specify a Name and Description

Specify a name and description for the deployment package.

Please specify a name for your deployment package.

Name of the deployment package.

Package description.

Description of the deployment package.

Ready to Create Deployment Package

View a summary of the deployment options selected in the wizard.

Options summary.

Summary of options selected for the deployment package.

Welcome

Introduction page.

Select a Deployment Package Type

Specify whether to create a full or incremental deployment package.

Note: If you deactivate a rule in the InForm application, do one of the following in the Central Designer application before creating a new deployment package:

• Remove the rule from the study.
• Disable the rule.
• Change the triggering event to On Demand (Batch Mode).

Rule-related changes that you make in the InForm application are overridden when you install a new deployment package.

Note: If you create or modify a coding map, use a full deployment package to deploy the changes. Changes to coding maps are not supported in incremental deployment packages.

Full package.

Deployment package that contains everything needed to deploy a complete study.

Incremental package.

Deployment package that contains everything needed to deploy a complete study, plus additions and changes to the study, reflected in Alternate forms in the InForm application. Alternate forms are not created for repeating forms.

Select a Previously Created Deployment Package

Specify the previously created deployment package for which this is an incremental package.

Please select a deployment package.

Drop-down list of previously created deployment packages.

Select a Baseline

Specify the validation baseline to use for creating the incremental deployment package. This baseline must have a date and time that is later than the validation baseline used to create the deployment package selected on the previous page.

Deployment Package.

Name of the deployment package selected on the previous page.

Package Baseline.

Validation baseline used to create the selected deployment package.

Please select a baseline for the incremental package.

Drop-down list of validated baselines available for creating the incremental deployment package.

Add Locales (Optional)

Specify the additional locale or locales for which to create the incremental deployment package. This page appears only if you have added new locales to the validation baseline.

Optionally, select one or more locales.

List of locales available to be supported by the deployment package.

Select All.

Select all locales in the list.

Unselect All.

Deselect all locales in the list.

Add Customer Defined Database (CDD) Mappings (Optional)

Specify the additional mapping or mappings, if any, to use in the incremental package for generation of CDD mappings. This page appears only if you have added new CDD mappings to the validation baseline.

If you have made changes to existing CDD mappings, those mappings are used in the deployment package to update the CDD mappings.

Optionally, select one or more CDD mappings.

List of CDD mappings.

Select All.

Select all mappings in the list.

Unselect All.

Deselect all mappings in the list.

Add Clintrial Integration Solution (CIS) Mappings (Optional)

Specify the additional mapping or mappings, if any, to use in the incremental package for generation of CIS mappings. This page appears only if you have added new CIS mappings to the validation baseline.

If you have made changes to existing CIS mappings, those mappings are used in the deployment package to update the CIS mappings.

Optionally, select one or more CIS mappings.

List of CIS mappings.

Select All.

Select all mappings in the list.

Unselect All.

Deselect all mappings in the list.

Specify a Name and Description

Specify a name and description for the incremental deployment package.

Please specify a name for your deployment package.

Name of the incremental deployment package.

Package description.

Description of the incremental deployment package.

Ready to Create Deployment Package

View a summary of the deployment options selected in the wizard.

Options summary.

Summary of options selected for the incremental deployment package.