Contents

 
Introduction to the Central Designer Administrator and Central Designer applications
About Central Designer applications
About the Central Designer Administrator application and users
About the Central Designer application and users
Getting help
Central Designer Administrator terms
Troubleshooting issues with Help
Accessing the Central Designer Administrator application
Workspaces and views
Users, rights, and roles
Object-level locking
Logging on and off
Saving and resetting in the Central Designer Administrator application
Undoing and redoing one or more actions
User administration
Checklist�Creating and configuring users and roles
Working with users
Creating a user
Copying a user
Activating, deactivating, and terminating a user
Filtering and searching the Users list
Refreshing the Users workspace
Changing the display name of a user
Changing the password of a user
Requiring users to change their passwords
Changing the contact information of a user
Viewing the rights granted to a user
Assigning a single user to one or more roles
Removing a user assignment from one or more roles
Changing the view of the Skills tab
Specifying the language fluency skills of a user
Categorizing a user with keywords and categories
About the Users workspace
User Info tab
Personal Info tab
User Roles tab
Skills tab
Categorization tab
Statuses of users
About assigning users to roles
Default users
Option descriptions for the Users view and workspace
Users view�Option descriptions
User Info tab�Field descriptions
Personal Info tab�Field descriptions
User Roles tab�List descriptions
Skills tab�Field descriptions
Categorization tab�List descriptions
Create User and Copy User dialog boxes�Field descriptions
Change Password dialog box�Field descriptions
Role administration
Working with roles
Refreshing the Roles workspace
Creating a role
Deleting a role
Copying a role
Modifying the name or description of a role
Assigning rights to a role
Removing rights from a role
Assigning one or more users to a single role
Removing a user from a role
About the Roles workspace
Properties tab
Rights tab
About assigning users to roles
Users tab
Option descriptions for the Roles view and workspace
Properties tab�Field descriptions
Rights tab�Option descriptions
Users tab�List descriptions
Create Role dialog box�Field descriptions
Default roles
Rights assigned to the StudyDesigner role
Rights assigned to the StudyAdministrator role
Rights assigned to the DesignerAdministrator role
System configuration administration
Working with supported locales
Checklist�Setting up in Central Designer Administrator for translating text strings
Adding and removing a locale
Supported Locales workspace
Supported Locales workspace�Field descriptions
Working with target applications
Targets workspace
Targets workspace�Field descriptions
Working with sponsors
Sponsors workspace
Creating a sponsor
Deleting a sponsor
Importing sponsor information
Exporting sponsor information
Sponsors workspace�Field descriptions
Working with system settings
System Settings workspace
Importing, exporting, and deleting system settings
Working with in-place revision settings
In-place Revisions workspace
In-place Revisions workspace�Option descriptions
Working with custom event integration settings
Custom Event Integrations workspace
Creating a custom event integration type
Custom Event Integrations workspace�Option descriptions
Working with note types and task types
Adding, modifying, and deleting a collaboration note type
Adding, modifying, and deleting a task type
Note Types and Task Types workspaces
Note Types workspace
Task Types workspace
Note Types workspace�Field descriptions
Task Types workspace�Field descriptions
Working with custom properties
Adding, modifying, and removing a custom property
Adding and removing a grouping
Moving, cutting, copying, and pasting a grouping
Custom Properties workspace
InForm and Clintrial custom properties
Custom properties in the Central Designer application
Custom Properties workspace�Field descriptions
Working with report definitions
Exporting the file for report definitions
Updating report definitions
Reports Definitions workspace
Working with units definitions
Exporting and importing a units file
Units Definitions workspace
Working with coding information
Importing and overwriting a dictionary type
Enabling and disabling a dictionary type
Renaming a dictionary type
Adding, modifying, and deleting a verbatim type
Importing and overwriting dictionary metadata
Dictionary Types workspace
Verbatim Types workspace
Coding Dictionary Metadata workspace
Dictionary Types workspace�Field descriptions
Coding Dictionary Metadata workspace�Option descriptions
Working with security settings
Changing the security settings for accounts and sessions
Security Settings workspace
Security Settings workspace�Option descriptions
Working with deployment options
Deployment Server Types workspace
Reason Text workspace
Deployment Server Types workspace�Option descriptions
Deployment Reason Text workspace�Option descriptions
Catalog administration
Checklist�Creating and using keywords and categories
Working with a catalog
Searching a catalog for a keyword
Creating and deleting a keyword
Copying a keyword
Creating and removing a category
Cutting, copying, or pasting a category
Workflow for categorizing users with categories and keywords
About the Catalog workspace
Types of keywords and categories
Server management administration
Working with event log messages for a web farm
Working with Event Log messages for a web farm
Event Log Messages workspace
Working with a web farm and the primary job scheduler
Determining and changing the primary job scheduler
Viewing the servers that are in the web farm
Removing a server from a web farm
Checking whether the primary Job Scheduler service is running
Viewing job properties and cancelling a job in the Job Scheduler queue
Job Scheduler workspace
Setting the polling interval for retrieving the status of deployment
Reference information
Keyboard shortcuts
Keyboard shortcuts for opening menus
Keyboard shortcuts for the Users workspace
Keyboard shortcuts for the Roles workspace
Keyboard shortcuts for the Custom Properties workspace
Keyboard shortcuts for the Catalog workspace
Status toolbar�Option descriptions
Rights descriptions
Roles workspace�Right descriptions
Application roles�Right descriptions
Application Administration
Archive Administration
Catalog Administration
Coding Dictionaries Administration
Collaboration Administration
Custom Event Integrations Administration
Custom Properties Administration
Deployment Administration
Designer Product Help Administration
In-place Revisions Administration
Library Administration
Locales Administration
Reports Administration
Role Administration
Search
Security Settings Administration
Settings Administration
Sponsors Administration
Study Administration
Units Administration
User Administration
Verbatim Types Administration
Server Administration
Library roles�Right descriptions
Library Administration
Library Collaboration
Library Design
Library Help
Library Import Export
Library Import Export Translations
Library Jobs Browser
Library Logical Schemas
Library Rule Design
Library Translation
Study roles�Right descriptions
Study Administration
Study Annotated Study Book
Study Collaboration
Study Deployment
Study Design
Study Help
Study Import Export
Study Import Export Translations
Study Jobs Browser
Study Logical Schema
Study repair
Study Rule Design
Study Translation
Adding units and conversion calculations
About units and conversion calculations
Unit XML definition
Conversion calculation XML definition
Editing the units file
Units defined in the units file
Conversion calculations defined in the units file
Supported locales and their abbreviations