Creating a deployment request

1. In the Project Explorer, select Study Information.
2. Select the Deployment folder.

   The Deployment Editor appears.

3. In the Deployment Editor, select the deployment package to deploy.
4. On the toolbar, click Deployment, and select Request.

   The Deployment Request dialog box appears.

5. In the Name drop-down list, select the target deployment instance.
6. Set the deployment schedule. You can select to perform the deployment immediately, or at a specific time based on your local time.

   Note: For a LIVE deployment, if you configure the study to deploy immediately, the deployment is delayed five minutes.

7. In the Deployment option drop-down list, select whether you are deploying to a new study, or modifying an existing study.
8. In the Reason for deployment drop-down list, select the reason for creating the deployment request.
9. Optionally, enter additional information about the deployment in the corresponding text box.

   Note: This information is not included in the email notifications.

10. In the Email distribution list table, select the users who receive email notifications about the deployment.

    If approvals are required for the deployment instance, you must select at least one user with the right to approve deployments.

11. Optionally, select the Advanced tab to set the deployment start delay option.

    For more information, see Deployment Request—Option descriptions.

12. Click OK.

    The Deployment Request Summary dialog box appears.

13. Do one of the following:
    • If your study requires deployment request approval, click Request Approval.

      You must wait for approval before continuing with the deployment request.

    • If your study does not require deployment request approval, click Deploy.

      The Deployment Request Summary dialog box appears.

14. Review the deployment information, and click Deploy.

    Note: Make sure the schedule of deployments to the LIVE deployment instance does not interfere with the operation of the production environment.

15. If the deployment request does not require an approval, the InForm Login dialog box appears.
16. Type your InForm user name and password, and click Login.

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