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Database Versioning

Overview

Database versioning moves study build changes from Test to Live in two controlled steps: sign off a draft version, then migrate it to Live. Both happen on Admin Tools > Study Version Management, opened from the Test environment of the study.

Each version moves through three statuses:

StatusMeaning
DraftTest changes not yet signed off; still editable
Signed-OffReviewed and e-signed; ready to migrate to Live
RetiredReplaced by a newer signed-off version

Review and sign off

Signing off locks a Draft version's changes and makes it ready to migrate. You review the changes, e-sign, and re-enter your credentials.

  1. In the Test environment, open Admin Tools > Study Version Management.
  2. Find the Draft version at the top of the list. The right panel lists what changed under Changes since latest DB snapshot (e.g. Study Setting: General Settings).
  3. Click the eye icon in the Actions column to open Review Study Version. You can also click SIGN-OFF TEST VERSION in the right panel.
  4. Review the changes on each tab: Study Settings, Forms, Treatments/Cohorts and Visits. Items with a Changed At timestamp were modified in this version; use the page arrows to see all settings.
  5. Click SIGN OFF.

Migrate to Live

Migration applies a Signed-Off version to the Live study and cannot be undone. Only a Signed-Off version shows the MIGRATE TO LIVE button.

Before you migrate:

  • Tell site users about the outage window.
  • Ask users to save any work in progress; unsaved changes will be lost.
  • Confirm the right version is signed off and its changes were reviewed.
  1. Open Admin Tools > Study Version Management.
  2. On the Signed-Off version, click MIGRATE TO LIVE.
  3. Read the Migrate to LIVE Environment warning:
    • Any unsaved changes will be lost.
    • Live forms will be updated with the latest changes. This action cannot be undone.
  4. Click START MIGRATION to continue, or CANCEL to stop.
  5. On Review your migration, check the Migration Items list. It shows each change that will be applied to Live (e.g. Study Settings: General Settings).
  6. Under Confirmation, type your full name. START MIGRATION stays disabled until you do.
  7. Click START MIGRATION.
  8. After the migration finishes, check that Current Live DB Version and its Migrated on date have updated, and that the migration is listed under the Migration History tab.
     
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