Confirm the Acceptance Test Kit is installed on the following Linux operating system:

Confirm DFdiscover version information by starting DFexplore.

In the login dialog, click About. Confirm that the version information in the dialog matches the installed software Version 5.3.X.

If the version is not DFdiscover 2020 Version 5.3.X, you must stop at this point. The Acceptance Test Kit is specifically designed for release DFdiscover 2020 Version 5.3.X.

Exit DFexplore.

Start DFadmin. Login to your DFdiscover Server as datafax.

Specify a Username of datafax, and the assigned user password in the Password field. Click Login to complete login and continue.

Click Status Tab.

The list of studies defined on your DFdiscover Server will be displayed in the studies list.

Select the entry for 254 Acceptance Test Study from the list of studies. Select Action > Disable study. In the confirmation dialog, enter the text Study Removal.

Click Disable to disable the Acceptance Test Kit.

Click Studies tab. Select the entry for 254 Acceptance Test Study if it is not already highlighted. Click Delete.

From the 3 delete options, choose Remove Study from DFdiscover.

Click Delete in the confirmation dialog to continue with the delete.

In the Remove Study dialog, de-select (disable) Archive Study Permissions and click Continue.

To confirm, enter the password for datafax and click OK. Close the study removal confirmation dialog by clicking OK.

Return to DFadmin, select the Studies tab. Add a definition for 254 Acceptance Test Study. Click New and complete the dialog with the following values:

	Note
	The name of your Study Space may differ from that shown here if the Study Space is something other than opt_studies on your DFdiscover server.

Click OK to confirm the action and add an entry for 254 Acceptance Test Study to the list of studies.

Verify configuration information and set the Preset Printer. Select the newly added 254 Acceptance Test Study entry from the list of studies. Click Configurations tab and enter the name of a networked printer in the Preset Printer field.

Choose All minor versions supported from the Version Strict drop-down.

Select File > Save or click Save to save the configuration information.

Click Users tab. Confirm that user datafax is present in the Username column for one user row.

Create a Role for user datafax. Begin this task by clicking the Roles tab.

Within the list of studies, locate and choose the entry for 254 Acceptance Test Study. Click New to add a new user role. In the dialog, enter the role name Unrestricted.

Click Create to create the new role Unrestricted.

Define Tools & Reports permissions for the Unrestricted role. Highlight Unrestricted in the Roles list to make it the active role. Enter Full Permissions in the Description field.

Click Tools & Reports tab below the Description field. Check (enable) each of the following: DFexplore, Server & DFsetup, DFdiscover Reports, and Study Reports.

Click Auto Logout tab. If not already enabled, check (enable) the Inherit from Study box to override the default Auto Logout settings with those of the ATK study.

Click Permissions tab.

Set data permissions as follows:

Select File > Save or click Save to save settings for role Unrestricted.

Still as datafax and with the DFadmin application open, click Users tab.

Set permissions for datafax. Click the entry for datafax from the list of users to make it active. Click Permissions tab. Check (enable) Allow access to Image Router.

To assign a study to datafax, click the blank area below the Study heading. Select 254 Acceptance Test Study from the Study drop-down. Set:

Click Save to save the role and permissions for datafax.

Create a Role for user data_coordinator. Begin this task by clicking the Roles tab.

	Note
	If the role already exists, confirm the permissions and settings described in Step 2 to Step 8 and make changes where necessary.

In the list of studies, locate and choose 254 Acceptance Test Study. Click New to add a new user role. In the confirmation dialog, enter the role name data_coordinator.

Click Create in the New Role dialog to apply the role name.

In the Description field enter: Levels 0-4, data entry and meta data.

Click Tools & Reports tab. Check (enable) each of the following: DFexplore, Server & DFsetup, DFdiscover Reports, and Study Reports.

Click Auto Logout tab. If not already checked (enabled), check Inherit from Study to override the default Auto Logout setting with the study setting.

Click Permissions tab.

Set data permissions with the following settings:

Click Save to save the role.

Click Copy then Paste, specify a role name of site_investigator. Click Create.

Click Permissions tab.

Enter a Description of eSignature Permissions. Set data permissions as follows:

Click Save.

Still as datafax and with the DFadmin application open, click Users tab to open the user definition window.

Determine if user data_coordinator has already been defined. Review the list of users to determine if an entry exists for user data_coordinator.

	Note
	If an entry for data_coordinator cannot be located in the list of users, complete Step 3 to Step 12 inclusive.

	Note
	If an entry for data_coordinator can be located in the list of users, complete Step 13 to Step 16 inclusive.

Click New to add a DFdiscover account for user data_coordinator. In the dialog, enter the Username data_coordinator as shown.

Click Create to add data_coordinator to the list of users. An empty icon represents data_coordinator, the status of data_coordinator is set to Inactive.

Choose the data_coordinator entry from the list of users if it is not already highlighted. Click User Profile tab. Enter these settings:

	Note
	A valid email address is required to receive module specific PDF files if you have not specified a printer in the Master view.

No further user profile information is needed. Click Save.

With user data_coordinator still as the active user, click Permissions tab. Check (enable) Allow access to Image Router.

To assign a study to data_coordinator, click the blank area below the Study heading. Select 254 Acceptance Test Study from the Study drop-down. Set:

Select Active from the Status drop-down list to change the status from Inactive to Active for user data_coordinator.

Assign a DFdiscover password for data_coordinator by clicking New Password. Enter a password of your choice in place of the auto-generated system password.

	Note
	Remember the password assigned in this step as it is needed in future tests.

Save all previously entered permissions, roles and password by clicking Save.

Skip Step 13 to Step 16 and go to Step 17.

Locate and choose the entry for user data_coordinator in the list of users. Click Permissions tab and confirm the following settings. If any of the following permissions do not appear as shown below, set them now.

Verify the status for data_coordinator. If data_coordinator is set to Inactive, select Active from the Status drop-down list.

Assign a DFdiscover password for data_coordinator by clicking New Password. Enter a password of your choice in place of the auto-generated system password.

	Note
	Remember the password assigned in this test step as it is needed in future tests.

Save all previously entered permissions, roles and password by clicking Save.

With data_coordinator as the active user, click Duplicate. In the dialog enter a username of data_manager. Click Create.

Specify a Full Name of data_manager. Click Permissions tab, then ... within the Study or DFdiscover Administrator. Select Study Admin for Selected Studies, check (enable) 254 Acceptance Test Study. Click OK.

Confirm the Study Roles permissions. If any of the following permissions do not appear as shown below, set them now.

Verify the status for data_manager. If data_manager is set to Inactive, select Active from the Status drop-down list.

Assign a DFdiscover password for data_manager by clicking New Password. Enter a password of your choice in place of the auto-generated system password. Click Save.

	Note
	Remember the password assigned in this test step as it is needed in future tests.

Click data_coordinator to make it the active user. Click Duplicate. In the dialog enter a username of site_monitor. Click Create

Specify a Full Name of site_monitor. Click Permissions tab and confirm the following settings. If any of the following permissions do not appear as shown below, set them now.

Verify the status for site_monitor. If site_monitor is set to Inactive, select Active from the Status drop-down list.

Assign a DFdiscover password for site_monitor by clicking New Password. Enter a password of your choice in place of the auto-generated system password. Click Save.

	Note
	Remember the password assigned in this test step as it is needed in future tests.

With site_monitor as the active user, click Duplicate. In the dialog enter a username of site_invest. Click Create

Specify a Full Name of site_investigator. Check (enable) Two-factor authentication required.

Click Permissions tab and confirm the following settings. If any of the following permissions do not appear as shown below, set them now.

Verify the status for site_invest. If site_invest is set to Inactive, select Active from the Status drop-down list.

Assign a DFdiscover password for site_invest by clicking New Password. Enter a password of your choice in place of the auto-generated system password. Click Save.

	Note
	Remember the password assigned in this test step as it is needed in future tests.

To enable high definition imaging, click the Traffic tab. Within that view, click the Inbound tab to display the Inbound view.

Check Enable High Definition Imaging. The Normal Colors checkbox is enabled by default. If it is not, enable it. Click Save to save the settings.

Select File > Exit to close DFadmin.

The remaining steps in this module require datafax privileges. Open the DFATK (Control Panel) login dialog.

Enter the name of the DFdiscover Server on which the Acceptance Test Kit has been installed. As the Acceptance Test Kit Control Panel must be run as datafax, the Username field cannot be edited. Enter the previously specified password for datafax and click Login.

In the Control Panel, confirm that Module 1. Installation and Initialization is the current module and that its status is Not yet performed.

Click End to complete Module 1. Installation and Initialization.