Transfer by Schema
User Rights
Creating a New Project might require approval by the system administrator.
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Go to the Development/Pilot server and go to the project you want to transfer. Click Other Functionality tab
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Click Download metadata only (XML) and save to your computer
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On the Production/Trial server click New Project and complete the blank fields. Select Upload a REDCap XML file, navigate to the file you have saved and upload the project.
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Click Create Project
Project Transfer
Not everything will transfer. You may have to recreate them manually in the new project.
- Only instruments that contain fields will move over;
- Reports do not transfer;
- Bookmarks will need to be checked;
- Survey settings do not transfer;