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Create an export package for each study in the Cognos environment

For Cognos 8.2 or 8.4:

For Cognos 10.2:

Note: In multi-server Cognos environments, the deployment archives are created on the active Content Manager server.

  1. Log in to an InForm study as a user who has the Reports right and is a member of the Directory Administrators reporting group.
  2. Click Reports.
  3. Select Tools > Logon to log in to the Cognos 8.2 server as a System Administrator.
  4. In the User field, type the user name for the Cognos System Administrator user (for example, crnsysadmin).
  5. In the Password field, type the password for the Cognos System Administrator user, and click OK.
  6. For Cognos 8.2:
    • Select Tools > Content Administration.

    For Cognos 8.4 or 10.2:

    1. Select Launch > Reporting Administration.
    2. On the Configuration tab > Content Administration.
  7. Click New Export.

    The Export wizard appears.

  8. Enter a name for the export package, and complete the fields on the Description page.
  9. Click Next.
  10. On the Choose a deployment method page, ensure that the Select public folder and directory content option is selected, and click Next.
  11. On the Select the public folders content page, in the Public Folders content section, select the trial folder, the operational package (<trial_name> InForm Trial Management), and the clinical package (<trial_name> Clinical).

    Note: If you are using Cognos 8.4 or 10.2, select Add to before you can select the packages you want to include.

    If you are migrating from Cognos 10.2.1 or later, you can also add a user's My Folders content in the export package:

    1. From the Directory folder, open the informcap subfolder.
    2. Select the user you want include in the export package.
    3. Select Add to to include the My Folders content for the selected user.
  12. Update the settings on each page for the export deployment package as listed in the following table.

    Export deployment package options

    Section

    Option

    Setting

    Public folders content page

     

     

    Public folders content section

    Disable after import

    Selected for the study folder, the operational package, and the clinical package

    Options section

    Include report output version

    Selected

     

    Include run history

    Selected

     

    Include schedules

    Selected

    Directory content page

     

     

    Directory content

    Include Cognos groups and roles

    Deselected

     

    Include distribution lists and connections

    Deselected

     

    Include data sources and connections

    Deselected

    General options page

     

     

    Access permissions

    Include access permissions

    Deselected

    External namespaces

    Do not include references to external namespaces

    Selected

    Entry ownership

    Set the owner to

    The user performing the import

     

    Apply to

    New entries only

  13. Click Next.
  14. On the Specify a deployment archive page:
    1. Select the Encrypt the content of archive checkbox.
    2. Click Set the Encryption password.
    3. Enter a password for the archive, and click OK.

    Note: The password you create for the deployment archive is the password you enter when you run the ImportUtility. For more information, see Run the Reporting Import Utility.

  15. Click Next.
  16. On the Review the Summary page, review the export details, and click Next.
  17. On the Select an action page, select Save and Run once, and click Finish.
  18. On the Run with options page, in the Time section, select Now, and click Run.
  19. On the next page, after closing the dialog box, select View the details of this export, and click OK.

    The View an export deployment record page appears, and displays the status of the export.

  20. Click Close.
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