Step 1: Publish to Production

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During Step 11 of the Study Design stage, you exported an XML file of your Casebook Definition. To migrate your study into your User Acceptance Testing (UAT) or Training vault, you must first import that Casebook Definition into your UAT or training environment.

Prerequisites

Before you can import your study’s XML file, you must first create a Study in the target vault with an External ID (OID) that matches the OID in the XML file.

Perform Step 1: Create a Study from the Study Design stage in your production vault before proceeding.

Import, Validate & Publish in your Production Environment

To import a Casebook Definition:

  1. In Studio, navigate to the Study for which you want to import a Casebook Definition.
  2. From the Actions menu, select Import.

    Import action

  3. In the Import Study dialog, browse for and select your Casebook Definition ODM XML file. Import Study dialog

  4. Optional: Click Preview. Vault imports a preview version of the Casebook Definition. Note that you will need to perform steps 1 through 3 a second time to fully import the Casebook Definition.
  5. Click Import. When the import is complete, Vault EDC will send you an email notification.

Before you can publish any version of a Casebook Definition, you must validate your study design. Vault EDC reviews your study design and configuration, and sends you a CSV with any errors that must be resolved prior to publishing.

To validate your Casebook Definition:

  1. In Studio, navigate to the Study that you want to validate.
  2. From the Actions menu, click to expand Casebook Versions.
  3. Select Validate.

    Validate action

  4. In the confirmation dialog, click Validate.
  5. Vault begins an asynchronous job to validate your casebook. When complete, Vault sends you an email notification with a link to download a CSV file listing any errors and warnings.

Once you complete your updates and resolve any validation errors, you can publish your casebook version.

Note that the Publish Version action does not display until you validate the casebook version.

To publish a casebook version:

  1. In Studio, navigate to the Study for which you want to publish a casebook version.
  2. From the Actions menu, click to expand Casebook Versions.
  3. Select Publish Version.
  4. Vault publishes your casebook version. Vault EDC makes all definition objects for that version , except for rules, read-only.

You can easily determine whether or not your current version is published from Browse view. When your most recent casebook version is published, Vault displays a Lock icon next to the Studio Actions menu. Once you create a newer version, Vault displays an Unlocked icon.

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