Contents

Upgrading and migrating to the InForm 6.1.1.5 release Overview of upgrading and migrating to this release Requirements for the InForm studies you can migrate Hardware and software requirements for the InForm 6.1.1.5 release Upgrading the database environment Overview of upgrading the database environment Upgrade to a new Oracle database environment Upgrading and migrating the InForm studies Preparing to upgrade or 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 6.1.1.5 release Files updated in the InForm 6.1.1.4 release Files updated in the InForm 6.1.1.3 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 Create the Central Designer study deployment Migrating InForm studies to a new machine Install and configure the InForm 6.1.1.5 software Copy the backup files to the InForm 6.1.1.5 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 Microsoft Access randomization source Migrate a 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 upgrade the InForm Adapter software Enable browser compatibility mode for the study Start the InForm studies Set the password for the system user Install the Central Designer deployment package Running an in-place upgrade Upgrade the Central Designer rules engine Back up the InForm study and admin databases and files for the in-place upgrade Update the InForm application server software Update the database parameters Unistall the Cognos MSI files Run the in-place upgrade Deploy the SQL profiles Set the InForm 6.1 study properties Enable network access rights for automated study deployments on the InForm application server Enable browser compatibility mode for the study Create new database objects for the review schema (Optional) Start the InForm study and server Install the Central Designer deployment package for each upgraded study Upgrade all integration applications Post-upgrade tasks Verify the rights assigned to each rights group Upgrading and migrating the InForm Portal software Overview of upgrading and 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 in the same environment Upgrade the InForm Portal database in an existing environment 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 10.2.2 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 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 Install and customize the Cognos 10.2.2 software Revalidate custom reports Update schedules and jobs Delete the study organizational units from the LDAP configuration Upgrading an existing InForm 6.1 reporting environment Back up the Content Store database Run a consistency check on the Content Store database Clean the Cognos notifications database Export the Content Store database Back up customized files Import Content Store and PFCAPAdmin user into the Oracle 12c instance Uninstall the Cognos 10.2.1 software Update Reporting servers required software Upgrade reports Modify PFRSetupTrial.xml file for the in-place upgrade Run PFRInit Delete trusted user information from the trial_urls table Running an in-place upgrade of an InForm 6.1 reporting environment 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 Restoring an InForm 6.1.1.0, 6.1.1.1, 6.1.1.2, 6.1.1.3, or 6.1.1.4 release Restore an InForm 6.1.1.0, 6.1.1.1, 6.1.1.2, 6.1.1.3, or 6.1.1.4 release