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