Contents

Migrating to the InForm 6.2 release Overview of migrating to this release Requirements for the InForm studies you can migrate Hardware and software requirements for the InForm 6.2 release Upgrading the database environment Overview of upgrading the database environment Upgrade to a new Oracle database environment Migrating the InForm studies Preparing to migrate the InForm software and studies Considerations before you migrate Database and file customizations Character set differences Query length limitations Oracle database import recommendations Rights assigned to right groups Itemset types and migrated studies Imported child controls and migrated studies Changed resource files Files updated in the InForm 6.2 release New files in the InForm 6.2 release Files removed in the InForm 6.2 release Files updated in the InForm 6.1.1.2 release Files updated in the InForm 6.1.1.1 release Files updated in the InForm 6.1.1 release New files in the InForm 6.1.1 release Files updated in the InForm 6.1.0.2 release Files updated in the InForm 6.1.0.1 release Files updated in the InForm 6.1 release New files in the InForm 6.1 release Files removed in the InForm 6.1 release Create backup files Back up the InForm study database Uninstall the Reporting schema Back up the InForm study database�Oracle 10g Back up the InForm study database�Oracle 11g and Oracle 12c Validate InForm 4.6 study elements Export and modify the InForm study database Migrating InForm studies to a new machine Install and configure the InForm 6.2 software Copy the backup files to the InForm 6.2 application server Make updates to the Windows registry settings Create tablespaces other than INFORM Import the InForm study DMP file Set the locale for InForm 4.6 sites and users Set up 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 Central Designer certificate Perform the final study configuration Install or migrate the InForm Adapter software Start the InForm studies Set the password for the system user Import the custom events created in previous releases into the study in Central Designer Create the Central Designer study deployment Install the Central Designer deployment package for each upgraded study Post-upgrade tasks Verify the rights assigned to each rights group Migrating the InForm Portal software Overview of migrating the InForm Portal database Migrating to a new environment Export the InForm Portal database Import the InForm Portal DMP file Assign portal rights to existing rights groups Upgrading and migrating the reporting environment Migrating the reporting environment to a new machine Install and configure the Cognos environment Install and customize 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 Remove the streams between the InForm study schema and the Cognos 8.2 environment, and uninstall the Reporting schema Create the streams between the InForm study schema and the Reporting schema, and install the Reporting schema 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 InForm application server Delete obsolete reports Associate custom reports with the new operational packages Restart the 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 InForm registry key reference About registry key migration HKLM\Software\OracleHS\AuthenticationFilter HKLM\Software\OracleHS\InForm HKLM\Software\OracleHS\InForm\PFAppMngr HKLM\Software\OracleHS\InForm\PFImport HKLM\Software\OracleHS\InForm\PFMngrExecutionPlan HKLM\Software\OracleHS\InForm\PFMngrTrial HKLM\Software\OracleHS\InForm\PFQuery HKLM\Software\OracleHS\InForm\UDA