--- title: "Protocols" slug: "protocols" updated: 2026-09-09T14:07:31Z published: 2026-09-09T14:07:31Z canonical: "docs.discngine.com/protocols" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.discngine.com/llms.txt > Use this file to discover all available pages before exploring further. # Protocols A protocol is required to publish data in `Warehouse`. It defines the parameters you wish to publish as data inputs and the aggregation methods you wish to apply to consolidate your data in Warehouse after publication. To see a report on protocols, open the `Protocols` page from the main page of Warehouse. ![Protocols home page](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/warehouse-home-protocols.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) ## See and Edit an Existing Protocol - In the Protocols report, click the `Edit` button. The Edit page opens. ![Edit protocol](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/warehouse-edit-protocol.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) - On this page, you can view and edit any fields of the protocol (type, validity, name, description, inputs, outputs). - Click `Apply Changes` to save your changes. If the protocol has associated data, consolidations are recomputed. To relaunch protocol data aggregation, click `Relaunch Aggregation`. ## Create a New Protocol To create, update, or delete a protocol, you need to have the `Warehouse Protocol Manager` role. To create a new protocol, click the `Create` button. A wizard opens to guide you through the protocol creation process. ### Details - Fill in the **Details** section by providing the following information: - **Type:** Select the type of protocol (see Protocol Types in the Administration section if you wish to add other types of protocols). - **Name:** Assign a name to the protocol. - **Description:** Provide a description of the protocol (optional). - **Additional Files:** Add files as experimental details or other (optional). - Click `Next`. ![Create protocol - details](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/create-protocol-1.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) ### Inputs - Fill in the **Inputs** section by providing the following information: - **Input:** Select a parameter as a data input. If the parameter is not available in the drop-down menu, click the `Create Parameter` button to create a new parameter (see Parameters). - **Alias:** An alias is automatically generated for the input, but you can modify it if required. - **Is Mandatory:** Indicate if this input is mandatory or optional during the publication process. - Click `Add` to add the selected parameter to the Inputs Summary section. ![Create protocol - inputs](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/create-protocol-2.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) - Click `Next` when you have entered all the required parameters. ![Create protocol - inputs summary](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/create-protocol-3.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) ### Outputs - Fill in the **Outputs** section by providing the following information: - **Aggregation Conditions:** Choose parameter conditions used to aggregate data. By default, subject name and subject type are set and cannot be removed. - **Aggregation Method:** Choose an aggregation method to apply to the input parameter. - **Input Parameter** - **Alias:** An alias is automatically generated for the output, but you can modify it if required. - Click `Add` to add aggregations to the Outputs Summary. You can add several aggregation methods to the same parameter. ![Create protocol - outputs](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/create-protocol-4.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) - Click `Next` when you have selected all required aggregations. ![Create protocol - outputs summary](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/create-protocol-5.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) ### Protocol Summary - On the **Protocol Summary** page, you can review your protocol inputs and outputs. - Click `Create` to create your protocol. ![Create protocol - summary](https://cdn.document360.io/dde9293e-c107-4b3e-9774-9c9c296ed970/Images/Setting/create-protocol-6.png?sv=2026-02-06&spr=https&st=2026-11-10T19%3A52%3A28Z&se=2026-11-10T20%3A52%3A28Z&sr=c&sp=r&sig=1AWZLaUeLy%2BoFddsY9eielxpil9OdYH5QoNQGdSpE9A%3D) ## Delete a Protocol From the edit page, you can delete a protocol by clicking `Delete`. If the protocol is already used to publish data, it cannot be deleted.