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Multisite Distribution and CIS workflow

The following diagram illustrates the workflow between the InForm software, the CIS software, and Clintrial Multisite Distribution when distributing protocol metadata from a design to a production environment:

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To use Multisite Distribution for distributing metadata updates from test to production environments:

  1. Using the Central Designer software, develop an InForm study, make a deployment package, and install the package to the InForm test server.
  2. Create a Clintrial protocol and initial metadata in the test environment (Clintrial Master). You can do this by:
    • Synchronizing the InForm study metadata from the InForm software to the Clintrial software. If no protocol exists in the Clintrial software, the CIS synchronization creates it.

      or

    • Using the Design module to create the protocol and then synchronizing the InForm study metadata to that protocol.
  3. Using Multisite, create the subordinate protocol in the production environment (Clintrial Subordinate).
  4. Deploy the deployment package (created in Step 1) to the InForm server in the production environment (InForm Production).
  5. Synchronize the production study to the production protocol.
  6. Iteratively create or alter the metadata as needed (these steps can occur any number of times):
    1. Open the test (master) protocol for revision in Clintrial Multisite.
    2. Using the Central Designer software, make any necessary changes to the InForm test study, create a new deployment package and install the package to the InForm test server.
    3. Using the CIS software, synchronize the metadata changes to the test protocol.
    4. Close the test protocol for revision.
    5. Distribute the metadata changes from the test protocol to the production (subordinate) protocol.
    6. Accept the metadata changes at the production protocol.
    7. Install the deployment package to the production InForm study.
    8. Synchronize the production study to the production protocol.

Caution: The order of this workflow is important. The workflow requires that the subordinate Clintrial protocol receives changes from the test protocol before the changes are synchronized from the production InForm study. This is because the CIS software cannot update the subordinate protocol through synchronization; it can only be updated by Multisite Distribution. If a production synchronization contains metadata changes that are not already reflected in the production Clintrial protocol, the CIS software stops the synchronization and reports an error.

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