OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Administration
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Design a Study
    - 2.2.1 Using the Form Template
    - 2.2.2 Events & Forms
    - 2.2.3 Using Form Designer
    - 2.2.4 Form Logic
    - 2.2.5 Functions
      - 2.2.5.1 OpenClinica Validated Functions Index
    - 2.2.6 Rules
    - 2.2.7 Locating Object Identifiers in a Study
    - 2.2.8 Content Library
    - 2.2.9 Create and Configure Data Review Tables
  - 2.3 Module Management
  - 2.4 Form Library (CDASH)
- 3 Getting Started
  - 3.1 How to Get Help
  - 3.2 For OC3 Users
  - 3.3 Logging In
  - 3.4 OpenClinica Basics
    - 3.4.1 OpenClinica Navigation
    - 3.4.2 The Participant Matrix
    - 3.4.3 Adding a Participant
    - 3.4.4 The Participant Details Screen
    - 3.4.5 Events
    - 3.4.6 Viewing and Entering Data on Forms
    - 3.4.7 Your Home Screen
    - 3.4.8 Managing Your Account
    - 3.4.9 Frequently Used Screens
    - 3.4.10 Frequently Used Terms
    - 3.4.11 How to Log Out
- 4 Getting Data for Your Study: Reports and Extracts
  - 4.1 Data Review Tables
  - 4.2 Back-End Access Via Insight
  - 4.3 Extract Data
- 5 Launching and Managing Studies
  - 5.1 Publishing Your Study
  - 5.2 User Access & Sharing
    - 5.2.1 Using the Share Screen
    - 5.2.2 Adding Sites
    - 5.2.3 Inviting Users
    - 5.2.4 Publish History
    - 5.2.5 Editing Study Settings
    - 5.2.6 Using Multifactor Authentication
- 6 Using OpenClinica as a CRC
  - 6.1 Queries (CRC)
  - 6.2 Add Participants
  - 6.3 Entering Data
- 7 Using OpenClinica as an Investigator
  - 7.1 Signing Participant Records
- 8 Using OpenClinica as a Monitor
  - 8.1 Source Data Verification
  - 8.2 Queries (Monitor)
- 9 Using OpenClinica as a Data Manager
- 10 Importing Data
  - 10.1 Importing XML Files
  - 10.2 Importing Tabular Data
- 11 Completing Your Study
- 12 OpenClinica Recruit
- 13 OpenClinica eConsent
- 14 OpenClinica Participate
- 15 OpenClinica Insight
  - 15.1 SQL Guide
  - 15.2 Front-end API Guide
  - 15.3 Insight Reporting Guide
- 16 OpenClinica Randomize
- 17 How and When to Use APIs
- 18 Help Index
  - 18.1 Study Runner
    - 18.1.1 Submit Data
      - 18.1.1.1 Queries
    - 18.1.2 Monitor and Manage Data
    - 18.1.3 Extract Data
    - 18.1.4 Reports
  - 18.2 Study Designer
    - 18.2.1 Form Card
- 19 Knowledge Articles
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

10.13.1 Overview of Installation on Windows Systems

Use the following process to acquire, install, and configure OpenClinca and its software dependencies. In each step, click the link to view detailed instructions for that step:

Ensure your system complies with software dependencies and operating system requirements.
Install Java
Install the database you will use, PostgreSQL or Oracle:
- Follow these instructions to install PostgreSQL.
- If you are using Oracle, you will need to obtain the instructions to install it. OpenClinica does not provide instructions to install Oracle.
Install Tomcat.
Install the OpenClinica package.
Set up the database you installed:
- Set up PostgreSQL.
Configure Tomcat
Configure the OpenClinica application.
Start Tomcat.
Verify the installation.
Configure Tomcat to use HTTPS: Follow the same instructions as for Linux systems.

After completing the OpenClinica installation, see the Overview of OpenClinica for instructions to start using the application. A good first step is to define one or more users (especially a Study Director), and then build a Study.

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