Deploying a Study

Once you’ve finished creating your study design, you can deploy it. You can deploy your design from a development environment to TST or training, or from TST to production.


Users with the standard CDMS Deployment Administrator study role can initiate a deployment by default. Users with the CDMS Lead Data Manager or EDC Lead Data Manager study roles can run amendments by default.

Type Permission Label Controls
Standard Tab EDC Tools Tab

Ability to access the EDC Tools tab

Functional Permission Manage Deployments

Ability to create and manage study Environments and deploy Studies from EDC Tools, manage and deploy vault-level configuration from Tools > System Tools, and manage and deploy listings, checks, and views in CDB

If your Study contains restricted data, you must have the Restricted Data Access permission to view it.

Learn more about Study Roles.

Deployment Requirements

The following conditions must be met before you can deploy your study:

  • The new casebook version does not contain any of these disallowed changes.
  • The Casebook Definition has passed publishing validation with no errors.
  • You have finished any testing of the design in your source environment.
  • The target environment is not in the Under Deployment or Deleted statuses.

Components Included in the Deployment Package

The table below lists which components are included in the deployment package:

Component Included
Study Objects & Schedule Yes
Signature Definitions Yes
Study Configurations (Studio Study Settings) Yes
Rules Yes
Review Plans Yes
Views & View Sets Yes
Annotations Yes
Coder Tools - Study Settings Yes
Coder Tools - Synonym and Do Not Autocode LIst Names Yes
Coding Configuration Yes
Custom User Study Roles Yes
Custom Objects Yes
Integration Configurations (when managed in Studio) Yes
Study Execution Data No
Study Settings No
Study Users No
Study Countries No
Study Sites No

What Isn’t Included in a Deployment

The following configuration components are not included in a deployment. You must reconfigure these in every environment:

  • System Tools configurations, including the following:
    • Custom Change Reason Configuration records
    • Custom Reports and Dashboards
  • Coder Tools configurations, including the following:
    • Synonym Lists
    • Do Not Autocode Lists
  • EDC Tools configurations, including the following:
    • Role assignments for Assessments
    • Review Plan Assignment criteria
    • FTP configuration
    • Users within email notification groups
    • Integration Configurations for Procedures
  • Custom Java SDK configurations (for example, custom triggers)

To deploy custom Vault object configuration, you must add those objects to the Deployment List. See details in Adding Custom Configuration Components to the Deployment List.

Warnings Regarding Deployment With Destructive Changes

Vault allows deployments that contain destructive changes but these versions could stop the amendment process. A destructive change refers to the removal of an Event Group, Event, Form, Item Group, or Item from the study schedule or moving one of those components from one location in the schedule to another (see Managing Casebook Versions & Amendments for additional information).

What Causes a Deployment to Fail

The following scenarios cause a deployment to fail:

Coding Configuration Changes with Existing Forms

A deployment will fail if it contains changes to a form’s Coding Configuration and there are existing Code Requests for that Form in the target environment.

Deploy the Study from the Source Environment

To deploy a study:

  1. Navigate to your Study Master in EDC Tools.
  2. Locate your source environment (the environment you want to deploy from) in the environment list.
  3. Hover over that Environment to show the Actions menu.
  4. From the Actions menu, select Deploy. Vault opens the Deploy Study Design dialog. Deploy action

  5. Select a Destination Environment. This is the environment that you are deploying your Study into. Deploy Study Design dialog

  6. Optional: Clear the Create detail PDF checkbox to not generate a Detail PDF for your study’s data in the source environment.
  7. Optional: Select the Delete study data checkbox to delete study execution data in the source environment.
  8. Optional: Select the Include System Data checkbox to include choose which vault-level configurations to include in your deployment. Note that these options are only available when you’re deploying to an environment in another vault. Select a configuration’s checkbox to include it in your deployment. You can also deploy these separately from System Tools.
  9. Optional: Enter a Reason for Change.
  10. Click Deploy. For non-production deployments, this begins the deployment process. For production deployments, this opens the confirmation dialog.
  11. For production deployments: Type “PUBLISH” into the confirmation field. Then, click Deploy. Type Publish

Vault begins a job to deploy your study. When finished, Vault sends you an email notification.

You can track the status of your deployment from the Deployment History. Learn more in Using Deployment History.

Deployment & Licensing: If your Study has a Billing Status of Locked, On Hold, or Archived, deployment to production is unavailable.

Run an Amendment in the Destination Environment

Once your deployment finishes, a lead data manager can run an amendment in your destination environment to upgrade Sites and Subjects to the newly deployed version.

See Managing Casebook Versions to learn how to run an amendment.

Adding Custom Objects to the Deployment List

You can include custom Vault object configuration in your study’s deployment. To do so, you must add each object that you want to include to the Deployment List in System Tools. Learn more in Adding Custom Objects to the Deployment List.

Vault only deploys custom object configuration, not records. Should you need to move object records in a whitelisted object from environment to environment, a Vault Owner can use Vault Loader to do so.

Deployment History

Vault records all deployment events related to a Study in the Deployment History page.

Accessing Deployment History

Once you’ve opened your Study Master, you can view the Deployment History for all of your environments from this listing.

To access Deployment History:

  1. Navigate to your Study Master in Tools > EDC Tools.
  2. Select the Deployment History button on the right side of the screen. Deployment History action

  3. Vault opens the Deployment History. Click Back to Deployments to return to the Deployments page. Back to Deployments

Searching & Filtering

You can search for specific deployment events using the Search Bar. You can also filter the listing by Source, Destination, and Type using the drop-down filter menus.

Filter & Search in the Deployment History

Deployment Events

The following deployment events are tracked in the Deployment History:

  • Create Instance: Vault is creating a new Study Instance (environment). This event starts once you create a new environment of any type.
  • Delete Instance: Vault is deleting a new Study Instance (environment). This event starts once you delete an environment of any type.
  • Deploy: Vault is deploying your Study from the source environment to the target environment.

Deployment Logs & Output Files

For Deploy events, Vault generates two files: the output file and a log file. You can download these files by clicking the Download icon () in the appropriate column of the Deployment History.

Download a deployment event's Log Files

Deployment Statuses

The following statuses apply for Deploy events:

Status Description
Pending A deployment administrator has initiated a deployment, but Vault has not yet begun the deployment job.
Exporting Vault is exporting the Study Package from the source environment.
Importing Vault is importing the Study Package into the destination environment.
Completed The deployment completed successfully. Download and view the deployment’s output File and Log file for details.
Completed with Documentation Errors The deployment completed successfully, but there was an error when Vault was generating the SDS and vault comparison report.
Failed The deployment failed. Download and view the Log file for details.