Automated deployment

Automated deployment is the process through which a study design is moved directly from the Central Designer application to the InForm environment.

Note: Automated deployment is supported only in release 6.1 and later of the InForm application.

The deployment request is the basis of the automated deployment process. To initiate an automated deployment:

Set up the InForm environment. For example, you must create the InForm server and study before you use the automated deployment feature. For more information, see the InForm Study and Reporting Setup Guide.
Create a deployment instance to define the InForm servers to which to deploy the study. For more information, see Creating a deployment instance.
Create a deployment request for a deployment package. In the request, you define where the study is deployed, what the deployment options and schedule are, and who is notified of the deployment. For more information, see Creating a deployment request.
If the deployment requires an approval, obtain approval by a user with the appropriate right. For more information, see Approving or rejecting a deployment request.
If the deployment does not require an approval, skip the next step.
The Central Designer application transfers the deployment package to the InForm server and installs the package according to the schedule configured in the deployment request.

Before you can perform automated deployments to the InForm application, the following prerequisites must be met:

In the Central Designer Administrator application, roles must exist with the Create deployment request and Approve deployment request rights, and users must be assigned to these roles. For more information, see the Administrator Guide.
Users assigned to roles with the Create deployment request and Approve deployment requests rights must be on the study team. For more information, see Setting up study teams.
The deployment instance to which the deployment will be performed must be set up. For more information, see Setting up deployment instances.
In the Central Designer Administrator application, the default deployment options are configured for each type of deployment instance.