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Creating a deployment instance

  1. In the Project Explorer, select Study Information.
  2. Select a study.
  3. Select the Deployment Setup tab.
  4. On the toolbar, click New (Icon_Protected ).

    The New Deployment Instance dialog box appears.

  5. In the Name field, type the RefName of the deployment instance.

    The name that you choose is used when you deploy the study manually.

  6. In the Type drop-down list, select the type of deployment instance:
  7. In the Trial URL field, type the URL used to log on to the machine on which to deploy the InForm study.
  8. In the Status URL field, type the URL used to query for the deployment status of the study.

    Note: You can add one deployment instance for each server type.

  9. To require deployment approval for the deployment instance, select the Approvals Required checkbox.

    Note: This option is available only if you configured the Central Designer application to allow a user to override the default setting for the type of server. For more information, see the Administrator Guide.

  10. In the Description field, type a description for the deployment instance.
  11. Click OK.
  12. Optionally, to test the deployment instance URL:
    1. Select the URL.
    2. Click the Test URL button on the toolbar.

      A message appears with the test results.

Note: To reference a deployment instance in a deployment request, the deployment instance must not have any unsaved changes.

For more information, see Deployment Setup—Option descriptions.

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