Chapter 1. Module 1. Installation and Initialization

Table of Contents

1.1. Tests & Requirements
1.2. Confirm version information can be obtained for DFdiscover.
1.3. Obtain super-user privileges and remove older Acceptance Test Study, if one exists.
1.4. Install the Acceptance Test Study.
1.5. Define Acceptance Test Study to the DFdiscover server.
1.6. Create a role and permissions for datafax.
1.7. Creating study roles and permissions.
1.8. Creating user accounts and assigning study permissions.
1.9. Enable high definition imaging.
1.10. Start the Acceptance Test Study Control Panel application.

1.1. Tests & Requirements

  1. Confirm version information can be obtained for DFdiscover.

  2. Obtain super-user privileges and remove older Acceptance Test Study, if one exists.

  3. Install the Acceptance Test Study.

  4. Define Acceptance Test Study to the DFdiscover server.

  5. Create a role and permissions for datafax.

  6. Creating study roles and permissions.

  7. Creating user accounts and assigning study permissions.

  8. Enable high definition imaging.

  9. Start the Acceptance Test Study Control Panel application.

Estimate of Time Required: 30 Minutes

1.2. Confirm version information can be obtained for DFdiscover.

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

    • Red Hat / CentOS

    • SUSE

  2. Confirm DFdiscover version information by starting DFexplore.

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

  4. 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.

  5. Exit DFexplore.

1.3. Obtain super-user privileges and remove older Acceptance Test Study, if one exists.

[Note]Note

This step is required only if 254 Acceptance Test Study already exists on your DFdiscover server. If it does not currently exist on your DFdiscover server, skip this section and continue with Section 1.4, “Install the Acceptance Test Study. ”. If an earlier version does exist on your server, delete it prior to installation by following these steps.

  1. Start DFadmin. Login to your DFdiscover Server as datafax.

  2. 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.

  3. 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.

  4. Click Disable to disable the Acceptance Test Kit.

  5. 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.

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

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

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

1.4. Install the Acceptance Test Study.

[Note]Note

Existing Acceptance Test Kit directories, val254 and .val254_states, must be removed prior to installation of the DFdiscover 2020 Version 5.3.X Acceptance Test Kit. This is because the study directory structure and/or base states have changed with DFdiscover 2020 Version 5.3.X.

If the directories are present at this time, installation of the DFdiscover 2020 Version 5.3.X Acceptance Test Kit will create a TAR file of the existing installation and re-install the updated DFdiscover 2020 Version 5.3.X val254 and .val254_states directories.

  • The DFATK-5.3-X.x86_64.rpm file can be found on www.dfnetresearch.com in the Support section. After downloading the DFATK-5.3-X.x86_64.rpm execute the installation using rpm on OpenSUSE & RHEL operating systems. The installation defaults to the /opt/studies directory, this can be changed using the rpm --prefix=NEWPATH flag.

    • New installations using rpm, which will automatically download and install any dependencies required:

      # rpm -ivh DFATK-5.3-X.x86_64.rpm

      OR, specify an alternative installation location:

      # rpm -ivh --prefix=NEWPATH DFATK-5.3-X.x86_64.rpm

      [Note]Note

      Use of rpm --prefix=NEWPATH does not alter current definitions of DFstudyspaces.db or DFstudies.db. These files must be manually updated to inlcude the specified prefix pathing.

    • Confirm the presence of 254 Acceptance Test Study with the command:

      # ls -d /opt/studies/val254
      /opt/studies/val254

1.5. Define Acceptance Test Study to the DFdiscover server.

  1. 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:

    • Study Number: 254

    • Study Name: Acceptance Test Study

    • Study Space: opt_studies (or the name of the Study Space for the /opt/studies directory)

    • Study Folder: val254

    • Select Restore previous Study at this location

    [Note]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.

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

  3. 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.

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

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

1.6. Create a role and permissions for datafax.

User datafax is already defined on your DFdiscover installation, however, you must grant user datafax a role and permissions to be able to access 254 Acceptance Test Study.

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

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

  3. 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.

  4. Click Create to create the new role Unrestricted.

  5. 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.

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

  7. 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.

  8. Click Permissions tab.

  9. Set data permissions as follows:

    • Visits = ALL

    • Plates = ALL

    • Levels = ALL

    • Check (enable) Show Hidden Fields

    • Check (enable) Show Int. Queries

    • Modify = 0-7

    • Write Levels = 0-7

    • Data = Check (enable) CMDL (Create, Modify, Delete, Missed), but not P (Password)

    • Queries = Check (enable) CMDAR (Create, Modify, Delete, Approve, Reject)

    • Reasons = Check (enable) CMDA (Create, Modify, Delete, Approve)

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

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

  12. 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.

  13. 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:

    • Sites = All

    • Subjects = All

    • Role Name = Unrestricted

  14. Click Save to save the role and permissions for datafax.

1.7. Creating study roles and permissions.

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

    [Note]Note

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

  2. 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.

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

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

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

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

  7. Click Permissions tab.

  8. Set data permissions with the following settings:

    • Visits = ALL

    • Plates = ALL

    • Levels = 0-4

    • Check (enable) Show Hidden Fields

    • Check (enable) Show Int. Queries

    • Modify Levels = 0-4

    • Write = 0-4

    • Data Check (enable) = CMDL (Create, Modify, Delete, Missed), but not P (Password).

    • Queries Check (enable) = CMDAR (Create, Modify, Delete, Approve, Reject)

    • Reasons Check (enable) = CMDA (Create, Modify, Delete, Approve)

  9. Click Save to save the role.

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

  11. Click Permissions tab.

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

    • Visits = ALL

    • Plates = 1,7

    • Levels = ALL

    • Check (enable) Show Hidden Fields

    • Check (enable) Show Int. Queries

    • Modify = 0-7

    • Write Levels = 0-7

    • Data = Check (enable) CMDLP (Create, Modify, Delete, Missed, Password)

    • Queries = Check (enable) CMDAR (Create, Modify, Delete, Approve, Reject)

    • Reasons = Check (enable) CMDA (Create, Modify, Delete, Approve)

    Click Save.

1.8. Creating user accounts and assigning study permissions.

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

  2. 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]Note

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

    [Note]Note

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

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

  4. 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.

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

    • Full Name = data_coordinator

    • Affiliation = DF/Net Software ULC

    • Email = Your email address

    [Note]Note

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

  6. No further user profile information is needed. Click Save.

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

  8. 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:

    • Sites = All

    • Subjects = All

    • Role Name = data_coordinator

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

  10. 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]Note

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

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

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

  13. 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.

    • Allow access to Image Router box is checked (enabled)

    • 254 Acceptance Test Study is assigned to user data_coordinator.

    • Sites = ALL

    • Subjects = ALL

    • Role Name = data_coordinator

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

  15. 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]Note

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

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

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

  18. 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.

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

    • Allow access to Image Router box is checked (enabled)

    • 254 Acceptance Test Study is assigned to user data_manager.

    • Sites = ALL

    • Subjects = ALL

    • Role Name = Unrestricted

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

  21. 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]Note

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

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

  23. 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.

    • Allow access to Image Router box is unchecked (disabled)

    • 254 Acceptance Test Study is assigned to user site_monitor.

    • Sites = 99

    • Subjects = ALL

    • Role Name = data_coordinator

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

  25. 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]Note

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

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

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

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

    • Allow access to Image Router box is unchecked (disabled)

    • 254 Acceptance Test Study is assigned to user site_invest.

    • Sites = 99

    • Subjects = ALL

    • Role Name = site_investigator

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

  30. 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]Note

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

1.9. Enable high definition imaging.

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

  2. 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.

  3. Select File > Exit to close DFadmin.

1.10. Start the Acceptance Test Study Control Panel application.

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

  2. 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.

  3. 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.