Contents

Upgrading and migrating to the InForm 6.3.1.1 release Overview of upgrading and migrating to this release Requirements for the InForm studies you can migrate Hardware and software requirements for the InForm 6.3.1.1 release Upgrading the database environment Overview of upgrading the database environment Upgrade to a new Oracle database environment Upgrading and migrating the InForm studies Preparing to upgrade or migrate the InForm software and studies Considerations before you migrate Database and file customizations Oracle database import recommendations Itemset types and migrated studies Imported child controls and migrated studies Changed resource files Files updated in the InForm 6.3.1.1 release Files updated in the InForm 6.3.1 release Files updated in the InForm 6.3 release Files updated in the InForm 6.2.1.1 release Files updated in the InForm 6.2.1 release Files updated in the InForm 6.2 release New files in the InForm 6.2 release Files removed in the InForm 6.2 release Create backup files Back up the InForm study database Back up the InForm study database�Oracle 11g and Oracle 12c Export and modify the InForm study database Migrating InForm studies to a new machine Install and configure the InForm 6.3.1.1 software Copy the backup files to the InForm 6.3.1.1 application server Make updates to the Windows registry settings Create tablespaces other than INFORM Import the InForm study DMP file Set up InForm customer-defined databases Set up a randomization source for a study Activate a randomization source Migrate an existing Microsoft Access randomization source to an Oracle database Migrating the randomization source to the study database Migrating the randomization source to a new database Install the Central Designer certificate Perform the final study configuration Install or migrate the InForm Adapter software Start the InForm studies Set the password for the system user Import the custom events created in previous releases into the study in Central Designer Create the Central Designer study deployment Install the Central Designer deployment package for each upgraded study Clear the Client browser cache Running an in-place upgrade Upgrade the Central Designer rules engine Back up the InForm study and admin databases and files for the in-place upgrade Update the InForm application server software Update the database parameters Unistall the Cognos MSI files Deploy the SQL profiles Run the in-place upgrade Enable network access rights for automated study deployments on the InForm application server Create new database objects for the review schema (Optional) Start the InForm study and server Install the Central Designer deployment package for each upgraded study Upgrade all integration applications Upgrading and migrating the InForm Portal software Overview of migrating the InForm Portal database Migrating to a new environment Export the InForm Portal database Import the InForm Portal DMP file Assign portal rights to existing rights groups Upgrading and migrating the reporting environment Migrating the reporting environment to a new machine Install and configure the Cognos environment Install and customize the Cognos Analytics 11 software Identify or create the required users for any InForm study Create an export package and export the data from your Cognos environment About the export package Create an export package for each study in the Cognos environment Copy the export package to the new Cognos server Run the PFCognosConfig utility Run PFRInit to set up the reporting environment Import the export package Run the Reporting Import Utility Modify the PFRSetupTrial.xml file Run PFRInit on the InForm application server Delete obsolete reports Restart the InForm Model Updater service Revalidate custom reports Update schedules and jobs Delete the study organizational units from the LDAP configuration Configure the study URL for CRF links Update the Cognos server bootstrap file Update the Cognos Consumers group properties Clear the Client browser cache Running an in-place upgrade of an InForm 6.2.x.x, 6.3, or 6.3.1 reporting environment Running an isolated Cognos upgrade InForm registry key reference About registry key migration HKLM\Software\OracleHS\AuthenticationFilter HKLM\Software\OracleHS\InForm HKLM\Software\OracleHS\InForm\PFAppMngr HKLM\Software\OracleHS\InForm\PFImport HKLM\Software\OracleHS\InForm\PFMngrExecutionPlan HKLM\Software\OracleHS\InForm\PFMngrTrial HKLM\Software\OracleHS\InForm\PFQuery HKLM\Software\OracleHS\InForm\UDA Restoring an older release Restore an InForm 6.2.x.x, 6.3, or 6.3.1 release