Contents

PART 1: PREPARING THE DATABASE SERVERS Preparing to install InForm 6.3.1 product archive InForm software components Overview of the InForm system architecture Application server options Minimal server deployment Multiple server deployment Distributed server deployment Database configuration options SameDB�Single database instance for InForm and Cognos reporting software Distributed deployment options Externally hosted studies Determining resources for multiple studies Guidelines for determining resources Sizing the server Configuring client computers Browser settings for Internet Explorer Browser settings for Microsoft Edge Browser settings for Apple Safari Browser settings for Mozilla Firefox Browser settings for Google Chrome Windows Explorer settings Performance Options setting in System Properties Installing the Oracle database software About installing the Oracle database software Install the Oracle database software Configuring the Oracle database software About configuring the Oracle database software Create database instances Steps to create database instances Create Oracle Database instances Create the InForm database instance Create a database instance for the Cognos Analytics content store Set the minimum authentication protocol for connecting to the database instances Disable SQL plan directives�For Oracle Database 12.1 only Set the initialization parameters for the database instances Create database users Steps to create database users Required InForm database accounts Create a user for the Cognos Analytics content store database Create the PFCapAdmin user on the Content Store database server Creating the INFORM_LOB tablespace Set up Oracle XA Transaction Support Set up Transparent Database Encryption�Optional Installing and configuring the Oracle database client Steps to install and configure the Oracle database client Register the Oracle.DataAccess.dll assembly Update the National Language Support registry settings on the Oracle database client Configure the database connection Validate the database connection PART 2: PREPARING THE APPLICATION SERVERS Preparing the InForm Application Server Steps to prepare the InForm Application Server Step 1: Verify the Oracle database client on the InForm Application Server Step 2: Install the InForm core software on the InForm Application Server Step 3: Set up a skeletal study Step 4: Install the Central Designer certificate Step 5: Update the DomainSuffix entry for the AuthenticationFilter registry key on the InForm Application Server�Optional Step 6: Enable SSL on the InForm Application Server�Optional Step 7: Create a sending address for auto-deployment confirmation messages Step 8: Enable network access rights for automated study deployments Step 9: Set up a local help location�Optional Install the sample study About the sample study Deploying the sample study Install sample users and sites Qualify the installation Qualification prerequisites Change the passwords of the sample study users Admin�Users test Admin�Rights test Admin�Sites test Admin�Groups test Admin�Users and Groups test CRC / CRA tests As dobrien (CRC) As dobrien (CRC) and lhill (CRA) Preparing the Reporting application servers About preparing the Reporting application servers Prepare the Oracle Directory Server Steps to prepare the Oracle Directory Server Step 1: Install the Oracle Directory Server Step 2: Create the ORACLEHS organizational unit (OU) and crnsysadmin user on the Oracle Directory Server Prepare the Cognos Content Manager Server Steps to prepare the Cognos Content Manager Server Step 1: Verify the Oracle database client on the Cognos Content Manager Server Step 2: Install the Cognos software on the Cognos Content Manager Server Step 3: Set up JRE on the Cognos Content Manager Server Step 4: Set up the Oracle JDBC driver Step 5: Run the Cognos Analytics Customization for InForm wizard on the Cognos Content Manager Server Step 6: Start the Cognos service on the first Content Manager Server�For distributed Cognos installations only Step 7: Customize the Cognos Analytics email settings on the Cognos Content Manager Server�For self-hosted studies only Step 8: Enable SSL on the Cognos Content Manager Server�Optional Prepare the Cognos Report Server Steps to prepare the Cognos Report Server Step 1: Verify the Oracle database client on the Cognos Report Server Step 2: Install the Cognos software on the Cognos Report Server Step 3: Set up JRE on the Cognos Report Server Step 4: Set up the Oracle JDBC driver Step 5: Run the Cognos Analytics Customization for InForm wizard on the Cognos Report Server Step 6: Enable SSL on the Cognos Report Server�Optional Prepare the Cognos Gateway Server Steps to prepare the Cognos Gateway Server Step 1: Run the Cognos Analytics Gateway Customization for InForm wizard on the Cognos Gateway Server Step 2: Enable SSL on the Cognos Gateway Server�Optional Common steps for Reporting application servers Install the Cognos software�Cognos Content Manager / Cognos Report Server Run the Cognos Analytics installation Add JRE to the JAVA_HOME environment variable Run the Cognos Analytics Customization for InForm wizard�Cognos Content Manager / Cognos Report Server Enable Secure Sockets Layer (SSL) About enabling Secure Sockets Layer (SSL) Set up your environment to support SSL Steps to perform on all servers Create and set up a key certificate for SSL in IIS Install a key certificate on the server machine in IIS Import the new key certificate to the local computer and the current user Verify the key certificate installation Additional steps to perform if you are using Reporting Configure Cognos Analytics to use SSL�Reporting only Configure the Cognos Gateway Server to use SSL�Reporting only Enable SSL for each study Enable SSL through the InForm Admin user interface Enable SSL with the MedML Installer utility Configure the InForm study web services to use SSL Set up your environment to use Transport Layer Security (TLS) PART 3: POST-INSTALLATION TASKS Post-installation tasks Enable communication among distributed Cognos Analytics software components Enabling clinical model generation in a multi-server environment Start the Cognos Analytics servers Disable the indexed search option on the Reporting Server Enabling Authors group permissions Allowing support for restricted report elements Configure settings for Comma Separated Values (CSV) report output Configure the CSV settings for reports Deploying SQL profiles Additional Cognos information Deploy your study Deploy your study Uninstalling software components About uninstalling software components Uninstalling the Cognos Customization for InForm and the Cognos Gateway Customization for InForm wizards Uninstalling the Cognos Analytics software Uninstalling the Oracle Directory Server Uninstalling the InForm software Command and script reference admindb create_cap_table.sql DecomTrial DeployBackup.cmd DeployEnd.cmd DeployRestore.cmd ExportMigrationFiles grant_dba_privs.sql grant_user_privs.sql ImportMigrationFiles ImportUtility informprepora mtsora102 oramtsadmin.sql pfadmin pfcognosconfig pfrinit PostDeployWorkaround.cmd PreDeployWorkaround.cmd RequestTime.cmd Troubleshooting Install issues Oracle MTS configuration is invalid XA Views: INVALID Database connectivity Password error on InForm service start up ORA-01792 error during reporting setup Running the Cognos Customization wizards in silent mode Steps for running the Cognos Customization wizards in silent mode Run the Cognos Analytics Customization for InForm wizard in record mode Run the Cognos Analytics Customization for InForm wizard in silent mode Run the Cognos Analytics Gateway Customization for InForm wizard in record mode Run the Cognos Analytics Gateway Customization for InForm wizard in silent mode Revision History