Contents

PART 1: PREPARING THE DATABASE SERVERS

Preparing to install

InForm 7.0 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 Microsoft Edge

Browser settings for Google Chrome

Browser settings for Apple Safari

Browser settings for Mozilla Firefox

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

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

Set up InForm Adapter

Set up the InForm Adapter environment

Create the InForm Adapter user

Configure the InForm Adapter services

Configuring Security

Configuring username/password security

ODM Export interface�configuring username/password security

Deployment types - ODM Export

Default deployment

Load balanced deployment

LAN access deployment

Choosing the deployment type

�configuring username/password security

Deployment types

Default deployment

Load balanced deployment

LAN access deployment

Choosing the deployment type

Coding interface�configuring username/password security

Deployment types

Default deployment

Load balanced deployment

LAN access deployment

Choosing the deployment type

Configuring X.509 digital certificates

Performing post-installation tasks for InForm Adapter

Overview of post-installation tasks

The web.config file

Configuring the InForm Server Adapter

Start the Server Adapter service

Transaction detection settings for the Inform Server Adapter Service

Including or excluding studies from processing

Configuring the InForm Adapter interfaces

The application configuration file

Error logging settings

Setting the ChunkSize parameter in the InFormAdapter.Coding.config file

Enabling or disabling ODM data reduction

Increasing the timeout period for ASP.NET

Enabling XA transactions

Register Trial Tool

Decommissioned studies in the InForm software and InForm Adapter

Using the Register Trial Tool

Register a study

Decommission a study

View a list of studies

Set up InForm Publisher

Installing a certificate for the InForm Publisher software

Installing the InForm Publisher software with the installer wizard

Install the sample study

About the sample study

Deploying the sample study

Qualify the installation

Qualification prerequisites

Admin�Users test

Admin�Rights test

Admin�Sites test

Admin�Groups test

Admin�Users and Groups test

CRC / CRA tests

As a CRC user and a CRA user

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

create_cap_table.sql

DeployBackup.cmd

DeployRestore.cmd

ExportMigrationFiles

ImportMigrationFiles

grant_dba_privs.sql

grant_user_privs.sql

oramtsadmin.sql

PostDeployWorkaround.cmd

PreDeployWorkaround.cmd

RequestTime.cmd

Troubleshooting

Oracle MTS configuration is invalid

XA Views: INVALID

Database connectivity

Password error on InForm service start up

ORA-01792 error during reporting setup

Could not register the COM object InFormRuleEngine

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

Typical rights for CRA and CRC rights groups

CRC rights groups

CRC rights groups

Revision History