Step 3: Set up a skeletal study

Before you can deploy a study, you must set up the basic framework to hold your study design and data. This framework is called a skeletal study. All the commands used to create the skeletal study are run from a Windows command prompt.

The following procedure sets up a skeletal study named pfst61 on the server demo.

1. Create the InForm server that will host your studies:

   PFADMIN SETUP server demo

2. Create a study within your server:

   PFADMIN SETUP TRIAL pfst61 DEMO /DB TRIAL1
   
   

   When prompted enter the:

   • Study user ID.
   • Password to associate with the study user.

   This command creates your study, and associates it with a database instance.

3. Set up the InForm application for your study:

   DBSETUP pfst61 base
   
   

   This command installs the components of the InForm application for your study.

4. Copy the InForm folder from the Central Designer image to the InForm application server.
5. Run InstallCentralDesignerFiles.cmd, located in the Central Designer image InForm folder.

   The InstallCentralDesignerFiles command installs and registers the Central Designer rules engine, as well as other files the InForm application uses for automated deployments.

   Note: You only need to run the InstallCentralDesignerFiles command one time on the InForm application server. After the Central Designer rules engine is installed, it can be used by all the InForm studies on the server.

6. Specify a TrialType for your study:

   pfadmin config trial pfst61 /TrialType QA
   
   

   The TrialType options are:

   • Live—Production environment.
   • UAT—User acceptance environment.
   • QA—Product test environment.
   • TRN—Training environment.
   • Dev—Product development environment.
7. Specify whether your study requires approvals from the Central Designer application in order to autodeploy a study deployment package.

   pfadmin config trial pfst61 /TrialApproval FALSE
   
   

   The TrialApproval options are:

   • True—Approvals required.
   • False—Approvals not required.

     Note: In order to deploy a deployment package from within the InForm user interface, the TrialApproval setting must be False.

8. Specify a backup folder to be used during the automated deployment process.

   pfadmin config trial pfst61 /DeployBackupFolder /u01/app/dbbackup
   
   

   The InForm application uses this folder to store a backup of the database during the deployment process. If the deployment fails for any reason, the application uses the data in this folder to roll back to the state it was in prior to the deployment. The deployment backup folder:

   • Refers to a folder on the database server.
   • The folder must exist on the database server, otherwise the deployment will fail.
9. Specify the port numbers your study will use to communicate with the following web services:
   • DeploymentService—The port number to communicate with the Central Designer application for automated deployments.
   • AuthService—The port number to communicate Reporting and Analysis module to authorize InForm and reporting users.
   • ODMSubmitService—The port number to communicate with requests to the Clinical Data API.

     pfadmin config webservice pfst61 DeploymentService ADD HTTP:14040

     pfadmin config webservice pfst61 AuthService ADD HTTP:14041

     pfadmin config webservice pfst61 ODMSubmitService ADD HTTP:14042
     
     

10. Start the InForm server and study using the following commands, in the order listed:

    pfadmin start server demo

    pfadmin start trial pfst61
    
    

11. Activate the system user for your study:

    pfadmin setserver systempw pfst61
    
    

    When prompted, enter a password for the system user.

You can now use the system user to log in to your study, deploy a study, and start loading data. For more information, see Deploy your study, and the Study and Reporting Setup Guide.

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