Welcome

Introduction page.

Select a Deployment Package Type

Specify the type of deployment package to create.

Note: To 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, including study administration data, plus additions and changes to the study, reflected in Alternate forms in the InForm application. Alternate forms are not created when you install an incremental deployment package that contains additions to repeating forms or fixed repeating sections (Repeating Data itemsets in the InForm application).

Administration data

Deployment package that contains only study administration data.

Custom events

Deployment package that contains one or more in-place revisions on custom events.

Note: The Custom Events option is for updating existing events. You cannot use it to add a new custom event to a study.

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Note: If you select an unpublished validation baseline, the baseline is made public during deployment package creation.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

In-Place Revisions

If the specified baseline contains in-place revisions, review the changes and confirm you understand the risks of deploying before proceeding.

View IPR Summary

Open the IPR Summary dialog box to review the revisions included in the baseline.

Confirmation text

Select the checkbox to confirm that you understand the risks involved in deploying to the InForm application.

Select the checkbox to confirm that you understand the risks involved in deploying to the InForm application.

Specify a Name and Description

Specify a name and description for the deployment package.

Name

Name of the deployment package.

Description

Description of the deployment package.

Email dropbox

Specify the location to which to send an email triggered by a rule.

Apply new study version to all sites

Select to apply the study to all sites.

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.