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Step 2: Create a deployment instance

Create a deployment instance to define the InForm servers to which to deploy the study. You do this by creating a deployment instance study object for each server.

  1. At the bottom of the Project Explorer, click the Study Information (Study Information) button.
  2. Select a study.
  3. Select the Deployment Setup tab.
  4. On the toolbar at the top of the Deployment Setup tab, click Create Deployment Instance (Icon_Protected).
  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:
    • DEV—Development
    • LIVE—Production
    • QA—Quality assurance
    • TRN—Training
    • UAT—User acceptance testing
  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 approval for the deployment instance, select the Approvals Required checkbox.
  10. In the Description field, type a description of the deployment instance.
  11. Click OK.

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

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