Update the test integration template - Site integration

You want to test the integration before using it in production, so you're going to first update the templates to create a test integration. After testing is complete, you will update the templates to establish the production integration.

Use the table below to update the parent and sub-integration templates for the Site integration.

Table 2-13 Site integration xml elements that require updates (Parent file: CTMS_TenantSiteParentIntegration_Std.xml)

XML element Details
CtmsStudyName

Enter the CTMS study name.

Note: If you are configuring this as a tenant-level integration, do not update this element and see, Configure a tenant-level integration.
CtmsUserCredentials

Enter the CTMS credential key. For more information, see Create Credentials.

CtmsUserName

Enter the user name for the UAT CTMS integration user created as a prerequisite. For more information, see Site Integration.

Note: For the test integration, enter the user name created in the UAT Change Request (CR), and when the time comes, update this value to the user name created in the Production Change Request (CR).

CtmsSiteAddressKeyName

The default value is Site Primary.

To change this value, select another option from the Type dropdown on the Site Management - Accounts tab in CTMS. The details of this account are used in the creation of the Oracle Clinical One Platform organization. For more information, review the integration overview in the Site Integration chapter.

CtmsPIContactRole

The default value is Principal Investigator.

To change this value, select another option from the Role dropdown on the Site Management - Contacts tab in CTMS. The details of this account are used in the creation of the Oracle Clinical One Platform contact. For more information, review the integration overview in the Site Integration chapter.

CtmsShippingContactRoles

The default value is Pharmacist. Multiple values can be entered, separated by a comma.

These values are defined on the Management - Contacts tab in CTMS. The details associated with these accounts are used in the creation of the Oracle Clinical One Platform shipping addresses. For more information, review the integration overview in the Site Integration chapter.

Table 2-14 Site integration xml elements that require updates (Sub integration file: CTMS_TenantSiteSubIntegration_Std.xml)

XML element Details
StudyId

Enter the Oracle Clinical One Platform study GUID. You can locate the GUID on the General tab under Study Settings. For more information, see Open the study's settings

If you are configuring this as a tenant-level integration, do not update this element.
Mode

If your intention is to test the integration, enter test.

Note: The mode aligns with the Oracle Clinical One Platform study container. You will update this to active when you're ready to Configure the production integration.

C1UserCredentials Enter the Oracle Clinical One Platform credential key name. For more information, see Create Credentials.
C1UserName Enter the user name for the Oracle Clinical One Platform integration user created as a prerequisite. For more information, see Site Integration.
StatusUpdate Change to true if you want to integrate site status changes.

The next step is to Upload the integration template.

Parent topic: Update an integration template