Table of Contents

• Title and Copyright Information
• Preface
  • Documentation accessibility
  • Diversity and Inclusion
  • Related resources
  • Access to Oracle Support
  • Additional copyright information
• 1 Upgrading and migrating to this Oracle InForm release
  • Overview of upgrading and migrating to this release
  • Requirements for the Oracle InForm studies you can migrate
  • Hardware and software requirements for the Oracle InForm 7.0.1 release
• 2 Upgrading the database environment
  • Overview of upgrading the database environment
  • Upgrade to a new Oracle database environment
• 3 Upgrading and migrating the Oracle InForm studies
  • Preparing to upgrade or migrate the Oracle InForm software and studies
    • Considerations before you migrate
      • Database and file customizations
    • Changed resource files
      • Files updated in the Oracle InForm 7.0 release
      • New files in the Oracle InForm 7.0 release
      • Files removed in the Oracle InForm 7.0 release
    • Create backup files
    • Export the Oracle InForm study database
  • Migrating Oracle InForm studies to a new machine
    • Install and configure this Oracle InForm 7.0.1 software release
    • Copy the backup files to the Oracle InForm application server for this release
    • Make updates to the Windows registry settings
    • Create tablespaces other than INFORM
    • Import the Oracle InForm study DMP file(s)
    • Set up Oracle 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 Oracle Central Designer certificate
    • Perform the final study configuration
    • Install the study folder backup
    • Start the Oracle InForm studies
    • Set the password for the system user
    • Create the Oracle Central Designer study deployment
      • When migrating from Oracle InForm 6.1.0.x or earlier
    • Update subject workflows
    • Update the Execution Plan Server and Server Friendly Name
    • Clear the client browser cache
  • Running an in-place upgrade
    • Upgrade the Oracle Central Designer rules engine
    • Back up the Oracle InForm study and admin databases and files for the in-place upgrade
    • Update the Oracle InForm application server software
    • Upgrade the database parameters
    • Deploy the SQL profiles
    • Run the in-place upgrade
    • Enable network access rights for automated study deployments on the Oracle InForm application server
    • Create new database objects for the review schema (Optional)
    • Start the Oracle InForm study and server
    • Update subject workflows
• 4 Upgrading and migrating the reporting environment
  • Migrating the reports to a new machine
    • Install and configure the Cognos environment
      • Install and configure 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 Oracle InForm application server
    • Delete obsolete reports
    • Restart the Oracle 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
    • Clear the Client browser cache
  • Running an in-place upgrade of your reports
  • Running an isolated Cognos upgrade
• 5 Oracle InForm registry key reference
  • About registry key migration
    • HKLM\Software\OracleHS\InForm
    • HKLM\Software\OracleHS\InForm\PFAppMngr
    • HKLM\Software\OracleHS\InForm\PFImport
    • HKLM\Software\OracleHS\AuthenticationFilter
    • HKLM\Software\OracleHS\InForm\PFMngrExecutionPlan
    • HKLM\Software\OracleHS\InForm\PFMngrTrial
    • HKLM\Software\OracleHS\InForm\PFQuery
    • HKLM\Software\OracleHS\InForm\UDA
• 6 Command and script reference appendix
  • exportdb
  • importdb
  • ExportMigrationFiles
  • ImportMigrationFiles
  • ImportUtility
  • pfadmin
  • pfcognosconfig
  • pfrinit
• 7 Restoring an older release
  • Restore a previous Oracle InForm release