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titleSteps to move users...

  • Navigate to 'Users'.

  • Select all the users you want to move from the test server, and click on 'Export' → Users

  • Import this file back on the production server. Refer to the wiki page for details.

  • Please make sure to remove the 'Identifier' column from your CSV file before importing it to the production server.

  • The 'Identifier' column is only used to update.

5. Consents

Make sure you have added all the consent statements required for the CP. Refer to the wiki page for more details.

6. Collection Protocol

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titleSteps to move CP...

  • Navigate to ‘Collection Protocols'.

  • Go to the CP overview page → More → Export Collection Protocol (JSON).

  • Import this file back on the production server. Refer to the wiki page for details.

Importing CP definition to the production server will also import CP events, label formats, and CP workflow (if any).

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7. User Roles

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titleSteps to move user roles...

  • Navigate to 'Users'.

  • Select all the user roles you want to move from the test server, and click on 'Export' → User Roles

  • Import this file back on the production server. Refer to the wiki page for details.

  • Please make sure to remove the 'Identifier' column from your CSV file before importing it to the production server.

  • The 'Identifier' column is only used to update.

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8. Container Types

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titleSteps to move container types...

  • Navigate to ‘Containers' → Click on 'Types’.

  • Select all the newly created types (if any), and click on 'Export.'

  • Import this file back on the production server. Refer to the wiki page for details.

  • Please make sure to remove the 'Identifier' column from your CSV file before importing it to the production server.

  • The 'Identifier' column is only used to update.

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9. Containers

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titleSteps to move containers...

  • Navigate to ‘Containers'.

  • Select all the containers you want to move from the test server, and click on 'Export'.

  • Import this file back on the production server. Refer to the wiki page for details.

  • Please make sure to remove the 'Identifier' column from your CSV file before importing it to the production server.

  • The 'Identifier' column is only used to update.

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10. Forms

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titleSteps to move forms...

  • Navigate to ‘Forms'.

  • Export the forms you want from the test server. Refer to the 'Export' section on the wiki page.

  • Import the forms back one by one on the production server. Refer to the 'Import' section on the wiki page.

  • Once done, you can attach the forms at respective levels. Refer to the wiki page.

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