Create a deployment request

Create a deployment request for a deployment package to define where the study is deployed, what the deployment options and schedule are, and who should be notified of the deployment.

At the bottom of the Project Explorer, click the Study Information () button.
Double-click the Deployment folder.
Select the deployment package to deploy by clicking it.
On the toolbar at the top of the Deployment Setup tab, click Deployment, and select Request.
From the Name drop-down list, select the target deployment instance.
Set the deployment schedule. You can perform the deployment immediately or at a specific time.
Note: A LIVE deployment, configured to deploy immediately, is delayed five minutes.
From the Deployment option drop-down list, select whether to deploy to a new trial or modify an existing trial.
From the Reason for deployment drop-down list, select one or more reasons for the deployment request.
Optionally, enter additional information about the deployment.
Note: This information is not included in the email notifications.
In the Email distribution list table, select the users to receive email notifications about the deployment.
Tip: If approvals are required for the deployment instance, you must select at least one user with the right to approve deployments.
Optionally, to set the deployment start delay option, select the Advanced tab.
For more information, see Deployment Request—Option descriptions.
Click OK.
If your study requires deployment request approval, click Request Approval.
You must wait for approval before continuing with the deployment request.
Click Deploy.
Review the deployment information, then click Deploy.
Note: Make sure the schedule of deployments to the LIVE deployment instance does not interfere with the operation of the production environment.
If the deployment request does not require an approval, the InForm Login dialog box appears.
Type your InForm user name and password, and click Login.