Modeling a study between instances of ClinPlus DM 3.x
The following describes a process that can be used to copy a study structure from one instance of ClinPlus DM 3.x to another instance of ClinPlus DM 3.x. This may be helpful when a project is developed on one machine and needs to be moved to another.
Note: If you do not require copying the entire study and are just interested in some of the screens/structures, the modeling process can be skipped and the screens and structures copied using the screen design module copy feature.
The following describes a process that can be used to copy a study structure from one instance of ClinPlus DM 3.x to another instance of ClinPlus DM 3.x. This may be helpful when a project is developed on one machine and needs to be moved to another.
- Create a Temporary Study in the target instance of DM3. Be sure to remove all study level passwords. You do not need to enable SAS Share.
- Make note of the temporary study location.
- Remove all study level passwords from Source Study in the source instance of DM3.
- Export investigatorNumbers from Source Study to a location accessible from the target machine
- Using windows explorer, copy entire Source Study, including all sub directories to the Temporary Study. You will be overwriting the entire temporary study.
- If there are any study level format or macro libraries, be sure to add these to the temporary study.
- If there is any Source or Global format or macro libraries, add these manually to the target instance and copy the format and macro files.
- In the target instance of DM3, use the Modeling utility under System Administration to model the temporary study to the final production location.
- Using Study Tasks / Data Transfers / Import / SAS / System Data, import the study investigators from the file which was exported in step 4 above.
- Under System Administration / Studies
- Set study level passwords and Save definition
- Turn on SAS Share for study libraries and Save definition
- Double check all other study parameters such as
- Key Variables
- Bar Codes
- Queries (template definitions)
- Data Entry Defaults, including Entry Type.
Note: If you do not require copying the entire study and are just interested in some of the screens/structures, the modeling process can be skipped and the screens and structures copied using the screen design module copy feature.