Migrating the reporting environment to a new machine

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Migrating the reporting environment to a new machine

You can migrate the reporting environment for any supported InForm 4.6, 5.0, 5.5, 6.0, or 6.1 study to a new machine. You must install a new Cognos Analytics 11 Reporting environment, and create, export, and then import your export packages.

Note: Depending on the InForm version you are migrating from, some steps may not be required.

  1. Install and configure the Cognos 11.0.5 environment.
    1. Install and customize the Cognos 11.0.5 software.
    2. Identify or create the required users for any InForm study.
  2. Create an export package and export the data from your Cognos environment.
    1. Review About the export package.
    2. Create an export package for each study in the Cognos environment.
    3. Copy the export package to the new Cognos server.
  3. Remove the streams between the InForm study schema and the Reporting schema, and uninstall the Reporting schema.
  4. Create the streams between the InForm study schema and the Reporting schema, and install the Reporting schema.
  5. Run the PFCognosConfig utility.
  6. Run PFRInit to set up the reporting environment.
  7. Import the export package.
  8. Modify the PFRSetupTrial.xml file.
  9. Run PFRInit to set up reporting for the studies.
  10. Delete obsolete reports.

    Note: This step is required only if you are upgrading from any InForm 4.6 studies.

  11. Associate custom reports with the new operational packages.

    Note: This step is required only if you are upgrading from any InForm 4.6 studies.

  12. Restart the InForm Model Updater service.
  13. Revalidate custom reports.
  14. Update schedules and jobs.
  15. Delete the study organizational units from the LDAP configuration.

    Note: This step is not required if you are upgrading from any InForm 6.0 or 6.1 release.

  16. Configure the study URL for CRF links.
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