Create an export package for each study in the Cognos environment

1. Log in to an Oracle InForm study as a user who has the Reports right and is a member of the Directory Administrators reporting group.
2. Select Reports.
3. Select Tools > Logon to log in to the Cognos 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. Select Launch > Reporting Administration.
7. On the Configuration tab select Content Administration.
8. Click New Export.
   The Export wizard appears.
9. Enter a name for the export package, and complete the fields on the Description page.
10. Select Next.
11. On the Choose a deployment method page, ensure that the Select public folder and directory content option is selected, and click Next.
12. 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).
13. 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.
14. Update the settings on each page for the export deployment package as listed in the following table.

    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
    Options section	Include run history	Selected
    Options section	Include schedules	Selected
    Directory content page
    Directory content	Include Cognos groups and roles	Deselected
    Directory content	Include distribution lists and connections	Deselected
    Directory content	Include data sources and connections	Deselected
    General options page
    Access permissions	Include access permissions	Deselected
    External namespaces	Set the owner to	The user performing the import
    Entry ownership	Set the owner to	The user performing the import
    Entry ownership	Apply to	New entries only

15. Click Next.
16. 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.
17. Click Next.
18. On the Review the Summary page, review the export details, and click Next.
19. On the Select an action page, select Save and Run once, and click Finish.
20. On the Run with options page, in the Time section, select Now, and click Run.
21. 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.
22. Click Close.