Migrate From Version 3.1 to Version 4...

Installation GuideSurvey Workbench Enterprise 5.4

August 2010

August 2010 Survey Workbench Enterprise

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For installation support, please contact our Survey Workbench installation experts at

[email protected]. If phone support is requested an installation expert will call the

phone number requested.

Or visit www.Vovici.com

Please contact Vovici Technical Support if you believe any of the information shown here is

incorrect. Companies, names, and data used in examples herein are fictitious unless

otherwise noted. No part of this document may be reproduced or transmitted in any form

or by any means, electronic or mechanical, for any purpose, without the express written

permission of the Vovici Corporation.

Copyright © 2010 Vovici Corporation. All Rights Reserved. All other company and

product names are trademarks or registered trademarks of their respective holders.

Printed in the United States of America

August 2010

mailto:[email protected]

http://www.vovici.com/support/

Install Survey Workbench Enterprise 5.4 August 2010

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Table of Contents

1. INSTALL SURVEY WORKBENCH ...................................................................................................................... 5

SETUP .......................................................................................................................................................................... 5 SQL SERVER NOTES:....................................................................................................................................................... 6 ORACLE NOTES: ............................................................................................................................................................. 6 REQUIREMENTS ............................................................................................................................................................. 6

2. DOWNLOAD NEW SURVEY WORKBENCH VERSION 5.4 FILE ........................................................................... 7

3. RUNNING THE INSTALLER .............................................................................................................................. 8

4. OPTIONS.LIC FILE ......................................................................................................................................... 16

5. AUTHENTICATION AND PERMISSIONS ......................................................................................................... 17

WINDOWS 2003 SERVER PERMISSIONS ........................................................................................................................... 17 SURVEY WORKBENCH AUTHENTICATION ........................................................................................................................... 18

Survey Workbench Authentication Permissions .................................................................................................. 18 Windows NTFS Permissions ................................................................................................................................ 19 Setting Windows Permissions ............................................................................................................................. 20 IIS Permissions ..................................................................................................................................................... 20 Determining the Application Pool Used by Survey Workbench........................................................................... 21 Determining the Account that Runs the Application Pool ................................................................................... 21 Determining the Account that the Web Server Runs as in IIS ............................................................................. 21 Determining the Account that the Vovici Service Runs as ................................................................................... 22

WINDOWS AUTHENTICATION ......................................................................................................................................... 23 Edit the Web.Config File for Windows Authentication ........................................................................................ 23 Windows Authentication Permissions ................................................................................................................. 23 Windows (NTFS) Permissions .............................................................................................................................. 24 Setting Windows Permissions ............................................................................................................................. 25 IIS Permissions ..................................................................................................................................................... 25 Determining the Application Pool Used by Survey Workbench........................................................................... 26 Determining the Account that Runs the Application Pool ................................................................................... 26 Determining the Account that the Vovici Service Runs as ................................................................................... 26

6. CONFIGURING DATABASE CONNECTIONS ................................................................................................... 27

ACCESS ADMINISTRATIVE PORTAL.................................................................................................................................... 27 Survey Workbench Authentication...................................................................................................................... 27 Using Localhost on a Web Server Hosting Multiple Web Site ............................................................................. 27 Windows Authentication..................................................................................................................................... 28

SETUP DATABASE CONNECTION ...................................................................................................................................... 29

7. CONFIGURE DEFAULT WORKGROUP............................................................................................................ 32

8. SYSTEM OPTIONS ........................................................................................................................................ 35

CONNECTION............................................................................................................................................................... 35 RESYNC TABLES – RUN TABLE SETUP ................................................................................................................................ 35 MAIL SETUP ................................................................................................................................................................ 36 PASSWORD SECURITY .................................................................................................................................................... 37 SYSTEM ADMINISTRATOR ............................................................................................................................................... 38

9. ADD ADDITIONAL WORKGROUPS (OPTIONAL) ............................................................................................ 39

10. CREATE USER ACCOUNTS ............................................................................................................................ 42

April 2010 Survey Workbench Enterprise

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MANUALLY ADDING A USER ACCOUNT ............................................................................................................................. 42 IMPORT USER ACCOUNT ................................................................................................................................................ 43 IMPORT FROM ACTIVE DIRECTORY ................................................................................................................................... 44 WEB SERVICES ............................................................................................................................................................. 44

11. TEST ENVIRONMENT ................................................................................................................................... 46

12. APPENDIX .................................................................................................................................................... 47

DETERMINING THE WEB SERVER ROOT IN MICROSOFT IIS ................................................................................................... 47 ASP.NET FRAMEWORK ................................................................................................................................................ 47 KNOWLEDGE BASE ....................................................................................................................................................... 47 ADMINISTRATIVE PORTAL GUIDE ..................................................................................................................................... 47 IIS DEFAULT DOCUMENTS.............................................................................................................................................. 48


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1. Install Survey Workbench

Please read the Setup and Requirements section before beginning the installation of

Survey Workbench.

Setup

Survey Workbench can be installed on a single server machine, or on a separate App Server

(for handling survey design and survey reporting) and a Web Server (for handling survey

submissions). This document only applies to an installation on a single server setup. For

instructions regarding a multi-server setup, please contact our installation experts at

[email protected]. See the diagram below.

Survey Workbench installation diagram

A Database Server is required that must also be available to save the survey responses

(The Database Server can also be on the same machine that Survey Workbench is installed

on, but is not recommended for performance reasons). Before Survey Workbench can be

installed, the database must be configured with a user that should have permission to

create, update, alter, and delete tables and rows in the database.



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SQL Server Notes:

1. If dbdatareader and dbdatawriter Security Roles have been assigned to the account

the ability to create tables must be added in order for the account to perform all

needed database functions.

2. The account must use SQL Authentication in order to function.

3. Survey Workbench only works with the default instance. Named instances will not

work.

Oracle Notes:

Assigning the Security Roles Create and Resource to a user generally contains the required

permissions for our application.

When running the Survey Workbench installer on the Application Server, the user must be

logged into Windows as a Local Administrator account (Not a Domain Administrator) in order for the installer to be able to properly install all the necessary files.

Requirements

The following requirements must be fulfilled before Survey Workbench can be installed.

1. Service Pack 1 for Windows 2003 Server must be installed and the server re-started

before the installation of Survey Workbench can begin.

2. Survey Workbench is a .NET application so ASP.NET 2.0 Framework needs to be

installed on the server.

Microsoft .NET Framework (version 2.0.50727)

Available at :

http://www.microsoft.com/downloads/details.aspx?familyid=0856e

acb-4362-4b0d-8edd-aab15c5e04f5

Note: On Windows 2003 and Windows Server 2008, ASP.NET 2.0 must be set to

Allow under the Web Service Extensions in Microsoft IIS in order for Survey

Workbench to function properly. Follow the steps below to achieve this:

a. Open Microsoft IIS

b. Click Web Service Extensions

c. Highlight ASP.NET 2.0

d. Click Allow

3. Hardware requirements for Survey Workbench:

http://vovici.com/downloads/commhelp/5_4/vovici_V5_sys_requirements

.pdf

4. The software requirements for Survey Workbench can be found at the URL below:

http://www.vovici.com/help/Community/5.0/Welcome/system_requireme

nts.htm

This is in addition to the requirements and prerequisites listed earlier in this

document.

http://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5

http://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5

http://vovici.com/downloads/commhelp/5_4/vovici_V5_sys_requirements.pdf

http://vovici.com/downloads/commhelp/5_4/vovici_V5_sys_requirements.pdf

http://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htm

http://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htm


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2. Download New Survey Workbench Version 5.4

File

To being the installation process, please perform the following steps:

1. In a Web browser, navigate to the following URL:

http://vovici.com/downloads/comm/5_4/Vovici_Ent_5_4.htm

2. Click Save (Steps 3, 4, and 5 refer specifically to Microsoft Internet Explorer and

may be different on other browsers.)

3. Choose a local directory to save the installer. Make a note of this directory.

4. Click Save to begin downloading the installer.

Once the download is complete, proceed to the next section.

Note: Our technicians will prove invaluable in assisting the server configuration

and Survey Workbench installation. Please contact them at

[email protected] for assistance downloading and installing Survey

Workbench.

http://vovici.com/downloads/comm/5_4/Vovici_Ent_5_4.htm



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3. Running the Installer

Once the installer has been downloaded, locate the file and follow the steps below to unzip

it and begin the installation.

1. Double-click on the installer (.MSI) file. Click Run to continue.

Note: The following warning message may appear.

Click Run to continue

Note: Do not select “Never run software from „Vovici Corporation,‟” otherwise

installers produced by Vovici will never work on the server.


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2. This will launch the Windows installer and the following start message will appear.

Startup message

Note: The version of the Survey Workbench Enterprise installer can be found by

following the steps below.

a. Right-click on the file and click Properties.

b. Click Summary.

c. The version number is in the Comments field.

This is the version of the installer not the application itself and can help our Installation

Specialists and/or Technical Support staff discover which version of the software you are

installing. See next page for image.


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Community Properties dialog

Note: Click Cancel at any time to stop the installation.

3. Click Next


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4. This will display the License Agreement dialog.

End-User License Agreement dialog

Please read the license agreement and if it is acceptable, select the “I accept the

terms in the License Agreement” check box option.


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5. Click Next.

6. The Survey Workbench Setup page will appear.

Web Site and Application Name dialog

In the “Select the Web site the application should be installed on” dropdown select

the Web site where the application will be installed.

7. Enter the name for the virtual directory inside Microsoft IIS that will be used to

access the Survey Workbench application inside the:

“This name will be part of the application URL box”

The default value is:

“Community”

Therefore, the URL to access the main application will be:

http://servername/Community

Note: Ensure that the virtual directory name selected is not already in use by

another application as a Web site name or virtual directory name on the server.

8. Click Next.

http://servername/Community


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9. The Custom Setup page will appear.

Custom Setup dialog

Multiple options can be selected on this page.

On the top part of the window there is an option named Complete with a + next to it.

Click the “+” sign to expose the following two components (Both of these options are

installed by default):

Survey Workbench – This determines the installation options for the main

application

Vovici Service – Determines the installation options for the Vovici Service

that controls the scheduling feature within the main application.

Note: The Vovici Service will be installed by default. It provides time-based

services to users such as deployment of invitations, opening and closing of

surveys, etc. It is highly recommended that the Vovici Service be installed

because certain functions require this service to work properly.

Installing the service on multiple servers that are in a single Web farm may result in

duplicate invitations being sent. Although if the Vovici Service is disabled on all but

one server this will prevent any duplicate invitations from being sent. This solution

allows for a quick failover if the server running the Service goes down: simply enable

the Vovici Service on one of the other servers and it will restore the functionality

without needing to locate the installer and re-run it to install the service on another

server.


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Please contact our installation specialists for other information regarding the

migration of Survey Workbench on a Web farm.

Selecting the text for either installation component will display how much disk space.

10. Click the icon ( ) next to its name to install one component or the other.

Select the “X” icon to cancel installation of the component.

The following buttons (other than the three navigation buttons, Back, Next and Cancel) are

available on this page:

a. Reset – Used to return all options to the original default states.

b. Disk Usage – Click to open a page that displays the following information about

every drive partition either physically connected to the computer and/or mapped

over a network:

Disk Size – The total available disk space

Available – The amount of free space available

Required – How much disk space will be taken by the application

11. Once all desired options have been configured, click Next.

12. Click Install to start the installation of selected components.

13. A window will appear with the message of a completed installation.



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There will be a check box on this page with the text:

“Launch Setup Configuration Page Now”

If this option is selected the application will attempt to load the Administrative Portal

page based on the information it receives from IIS. Section 6 covers the steps

needed inside the Administrative Portal.

The steps outlined in Section 4 will still need to be done in order to fully register the

application with the new version. Otherwise, the application will be installed in a trial

state where it will expire after 30 days and certain advanced features will not be

enabled in the application.

It is still advisable to verify permissions listed in Section 5 but it is not required

since often Windows will retain the previous permission settings. If a problem occurs

during the remaining installation process, it is recommended that the permissions

listed in Section 5 be verified.

Once a choice has been made on the check box, click Finish.

14. If prompted, please restart before continuing this installation procedure or the

Vovici Service will not function correctly.

Restart system dialog

Note: A reboot of the server is required for the Vovici Service (this is a

Windows Service that handles the schedule functions inside the application) to

function properly. Until the server is rebooted, the schedule functionality will

not work in Survey Workbench.


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4. Options.lic File

Survey Workbench installation experts should provide this file, options.lic. The options.lic

file needs to be copied into the following directory before proceeding:

Drive Letter:\pathto\Vovici\AppData

The path for Drive Letter:\pathto\ should be the path to the root of the Web site specified in

Step 9 above.

This is the license file for the application and is needed in order to access the application. It

also controls which add-ons to the product that were purchased are accessible.

Note: The Application Pool used by our application will need to be recycled in

order for this file to be properly read.


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5. Authentication and Permissions

Once the machine has been restarted, (assuming it was needed) the authentication mode to

use to allow access to the application must be decided and configured inside IIS.

Windows 2003 Server Permissions

Survey Workbench has two authentication modes:

1. Survey Workbench Authentication – The authentication process is handled by

Survey Workbench via users added under Manage Users in the Administrative

Portal (or under “Administration – Users” inside the main application).

Using this authentication method, when the main application URL (for example,

http://servername/Community/login.aspx) is accessed the Survey Workbench

login prompt will appear.

Login fields

2. Windows Authentication – IIS handles the authentication of the user. Survey

Workbench only verifies that the Windows account used to log into the computer

itself was added to the list of authorized users under Manage Users in the

Administrative Portal (or under “Administration – Users” inside the main

application). No login screen to the application is displayed to the user.

Each of the two authentication modes has a different set of permissions that must be

allowed in order for Survey Workbench to function correctly. Both authentication modes

still require the users to be added within Administrative Portal - Manage Users or within

the application itself under Administration Users. These two authentication modes are

displayed in more detail in the following sections.


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Survey Workbench Authentication

Anonymous access must be enabled inside IIS in order for Survey Workbench

Authentication to function correctly.

Note: Integrated Windows authentication must be disabled inside IIS in order to

attempt to login into Survey Workbench using Survey Workbench Authentication.

To Enable “Anonymous access” and disable “Integrated Windows authentication” in

Microsoft IIS follow the steps below:

1. Open Microsoft IIS.

2. Right-click the Community Virtual Directory.

3. Select Properties.

4. Click the Directory Security tab.

5. Click Edit.

6. Select (to enable) Anonymous access.

7. Deselect (to disable) Integrated Windows authentication.

8. Click OK twice.

Survey Workbench Authentication Permissions

The following permissions must be assigned after the Survey Workbench installer has been

run in order for Survey Workbench Authentication to function.

Note: Most of the permissions listed below are requirements of the Windows

Operating System, the Microsoft IIS Web server and Microsoft ASP.NET 2.0. They

are listed for your reference to speed the installation process and to aid

troubleshooting.

Vovici is not responsible for any of the permissions assigned.

Vovici does not require any of the accounts listed below. The accounts listed in

most cases can be replaced with another account to align with the organization‟s

security standards, but whatever account is used must have these minimum

permissions in order for the application to function properly. To change an

account being used, follow the instructions in the sections labeled “Determining

the account…” list at the bottom of the Windows NTFS permissions chart.

The Survey Workbench installer does not attempt to assign permissions due to security

limitations encountered in most environments. Instead, they must be applied manually in

order for the application to function with Microsoft IIS and Microsoft ASP.NET 2.0 in a

Windows environment.


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Windows NTFS Permissions

Network

Service*

IIS_WPG# Vovici Service**

Community Virtual

Directory

Read

List

Read and Execute

Read

List

None

AppData Full Control Read

List

Read

List

Surveys Full Control Read

List

Read

List

Write

(Modify)

Reports Full Control Read

List

None

Temporary ASP.NET

Files##

Full Control N/A N/A

C:\Program

Files\Vovici\Service

None None Read

List

Read and Execute

Windows Temp

Dir###

Read

List

Write

Read None

* - See the section regarding Determining the Account Running the Default

Application Pool.

Note: Microsoft IIS requires accounts used to run an Application Pool to be a

member of the IIS_WPG group on the local server. Otherwise, it cannot start the

Application Pool inside IIS.

# - See the section regarding Determining the Account that the Web Server Runs as

in IIS.

** See the section regarding Determining the Account that the Vovici Service runs as

(On some servers Modify permissions might be needed for the Vovici Service to function

properly)

## - This is a Microsoft .NET Framework created directory and whatever account runs the

Application Pool needs to have access to it. Otherwise, .NET applications will not function.

### - This directory is a Windows environment setting. (This permission is a .NET

requirement) The default value is C:/Windows/Temp, but this can be verified under,

“Control Panel – System – Advanced” inside the “Environment Variables” tab under “System

Variables”: it will be the TEMP variable.


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Setting Windows Permissions

This section is not meant to replace Windows documentation but is intended as a reference

for people that are not familiar with applying Windows NTFS permissions.

1. Open either Windows Explorer or the My Computer icon.

Note: Microsoft IIS 6.0 supports the ability to right-click on virtual directories or

subfolders in order to apply Windows NTFS permissions.

2. Locate the directory in question.

3. Right-click on it.


5. Click Security.

6. Use the Add button to add accounts not listed.

7. Click on an existing account to see the currently permissions allowed and to

change them by clicking Allow.

Note: It is advisable to verify that permissions have propagated down to files

inside each of these directories for each account. In some cases, child objects

(files inside directories) are not allowed to receive permissions from the parent

objects (directories). In order to force this propagation inside the “Security” tab

click “Advanced” and select the bottom check box. This will force the permissions

to all child objects under the directory in question. Survey Workbench installation

experts have on occasion only seen this work to the next layer of folders.

For example:

Permissions set up the /vovici directory are only applied to the:

/vovici/AppData directory

However, permissions will not always be applied to:

/vovici/AppData/admin directory

IIS Permissions

Permissions

Community Virtual

Directory

Read

AppData Read

Write

Surveys Read

Write

Reports Read

Write


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Determining the Application Pool Used by Survey Workbench

By default, Survey Workbench is run by the default Application Pool but this varies. Please

use the information listed above to determine the exact Application Pool.


2. Select the Web site that is being used to host Survey Workbench.

3. Right-click the Community Virtual Directory folder (specified during the original

installation, sometimes called Perseus).


5. Select the Virtual Directory tab.

6. Record the Application Pool setting at the bottom of the page.

Determining the Account that Runs the Application Pool

In IIS, the Account that the default Application Pool runs as is typically Network Service.

The account actually used can be verified by doing the following:


2. Click the “+” next to Application Pools.

3. Right-click Default Application Pool.


5. Select the Identify Tab.

6. Record the username that is specified.

This is the account that needs the permissions labeled for the Network Service account in

the Windows Permissions column.

Determining the Account that the Web Server Runs as in IIS

In IIS, the Account that the Web Server runs as is typically IUSR_machinename or the

IWAM_machinename account. This can be checked by doing the following:


2. Right-click the Web site that is being used to host Survey Workbench.


4. Select the Directory Security Tab.

5. Under “Anonymous access and authentication control,” click Edit.

Note: Please verify the username that is specified. If IUSR_machinename is listed

sometimes this is not used when Survey Workbench is used, instead the

IWAM_machinename account will be used by IIS. On Windows 2003 Server, the

IIS_WPG account is used in most scenarios instead of either of these accounts.

Both the IUSR and IWAM local machine accounts are included in the IIS_WPG

account by Windows.


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Determining the Account that the Vovici Service Runs as

The Vovici Service used by Survey Workbench Enterprise performs all the scheduled

functions within the Schedule Events section of the main application. Please view our

Online Help for more information. The only exception is if the Now lightning bolt icon is

clicked under List view inside Schedule Events.

This can be checked by doing the following:

1. Inside the Control Panel, open Administrative Tools.

2. Double-click (open) Services.

3. Look for the Vovici Service, it is typically named Vovici Service and right-click it.


5. Select the Login Tab.

Note: Please record the username that is specified. This account needs the

permissions specified under the column Vovici Services in order to open and close

surveys.

The account listed here must have the ability to start services on the local server

otherwise, the Vovici Service cannot be started.


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Windows Authentication

Integrated Windows authentication must be enabled inside Microsoft IIS in order to attempt

to login into Survey Workbench using Windows Authentication. The web.config file also

needs to be edited in order to support this authentication method.

Edit the Web.Config File for Windows Authentication

Inside the vovici root directory, the web.config file must be found (this path was specified

when the installer was run earlier in the process). The following line needs to be changed:

<authentication mode=“None” />

To:

<authentication mode=“Windows” />

Note: Anonymous access must be disabled in order for Windows Authentication to

function correctly.

To Enable “Integrated Windows authentication” and disable “Anonymous access” in IIS

follow the steps below:

1. Open IIS.



2. Click the Directory Security tab.

3. Click Edit.

4. De-select (to disable) Anonymous access.

5. Select (to enable) Integrated Windows authentication.

6. Click OK twice.

Note: Some networks require that Digest Authentication for Windows domain

servers be checked in order for users to have access to all features within Survey

Workbench.

Windows Authentication Permissions

The following permissions must be assigned after the Survey Workbench installer has been

run in order for Vovici Authentication to function.

Note: Most of the permissions listed below are requirements of the Windows

Operating System, the Microsoft IIS Web server and Microsoft ASP.NET 2.0. They

are listed for your reference to speed the installation process and to aid

troubleshooting.

Vovici is not responsible for any of the permissions assigned.

Vovici does not require any of the accounts listed below. The accounts listed in

most cases can be replaced with another account to align with the organization‟s

security standards, but whatever account is used must have these minimum

permissions in order for the application to function properly. To change an


of 48

account being used, follow the instructions in the sections labeled “Determining

the account…” list at the bottom of the Windows NTFS permissions chart.

The Survey Workbench installer does not attempt to assign permissions due to security

limitations encountered in most environments. Instead, they must be applied manually in

order for the application to function with Microsoft IIS and Microsoft ASP.NET 2.0 in a

Windows environment.

Windows (NTFS) Permissions

Network

Service*

Windows User

Accounts#

Vovici Service**

Community Virtual

Directory

Read

List

Read and Execute

Read

List

None

AppData Full Control Read

List

Read

List

Surveys Full Control Read

List

Read

List

Write

(Modify)

Reports Full Control Read

List

None

Temporary ASP.NET

Files##

Full Control N/A N/A

C:\Program

Files\Vovici\Service

None None Read

List

Read and Execute

Windows Temp

Dir###

Read

List

Write

Read None

* - See the section regarding Determining the Account Running the Default

Application Pool.

# - In certain IIS configurations (for example when Impersonation is enabled) all the

domain users that will access Survey Workbench will need these permissions in order to

access the product correctly.

## - This is a Microsoft .NET Framework created directory and whatever account runs the

Application Pool needs to have access to it. Otherwise, .NET applications will not function.

### - This directory is a Windows environment setting. (This permission is a .NET

requirement) The default value is C:/Windows/Temp, but this can be verified under,

“Control Panel – System – Advanced” inside the “Environment Variables” tab under “System

Variables”: it will be the TEMP variable.

Note: In some cases, Write and Modify permissions might need to be assigned to

these users over the AppData, Surveys, and Reports subdirectories.

It is recommended that a group be created containing all these users under Control Panels

– Administrative Tools – Computer Management – Local Users and Groups. This


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will make assigning the permissions in Windows easier, but the group must be maintained

every time a new user is added.

** See the section regarding Determining the Account that the Vovici Service Runs as

(On some servers Modify permissions might be needed for the Vovici Service to function

properly)

Setting Windows Permissions

This section is not meant to replace Windows documentation but is intended as reference to

people not familiar with applying Windows NTFS permissions.

1. Open either Windows Explorer or the My Computer icon.

Note: Microsoft IIS 6.0 supports the ability to right-click on virtual directories or

subfolders in order to apply Windows NTFS permissions.

2. Locate the directory in question.

3. Right-click on it.


5. Click Security.

6. Use the Add button to add accounts not listed.

7. Click on an existing account to see the currently permissions allowed and to change

them by clicking Allow.

Note: It is advisable to verify that permissions have propagated down to files

inside each of these directories for each account. In some cases, child objects

(files inside directories) are not allowed to receive permissions from the parent

objects (directories). In order to force this propagation inside the “Security” tab

click “Advanced” and select the bottom check box. This will force the permissions

to all child objects under the directory in question. Survey Workbench installation

experts have on occasion only seen this work to the next layer of folders.

For example:

Permissions set up the /vovici directory are only applied to the:

/vovici/AppData directory

However, permissions will not always be applied to:

/vovici/AppData/admin directory

IIS Permissions

Permissions

Community Virtual

Directory

Read

AppData Read

Write

Surveys Read

Write

Reports Read

Write


of 48

Determining the Application Pool Used by Survey Workbench

By default, Survey Workbench is run by the default Application Pool but this varies. Please

use the information listed above to determine the exact Application Pool.


2. Select the Web site that is being used to host Survey Workbench.

3. Right-click the Community Virtual Directory folder (specified during the original

installation, sometimes called Perseus).


5. Select the Virtual Directory tab.

6. Record the Application Pool setting at the bottom of the page.

Determining the Account that Runs the Application Pool

In IIS, the Account that the default Application Pool runs as is typically Network Service.

This can be verified by doing the following:


2. Click the “+” next to Application Pools.

3. Right-click Default Application Pool.


5. Select the Identify Tab.

6. Record the username that is specified.

This is the account that needs the permissions labeled for the Network Service account in

the Windows Permissions column.

Determining the Account that the Vovici Service Runs as

The Vovici Service used by Vovici Enterprise performs all the scheduled functions within the

Schedule Events section of the main application. Please view the Online Help for more

information. The only exception is if the Now lightning bolt icon is clicked under List view

inside Schedule Events.

This can be checked by doing the following:

1. Inside the Control Panel, open Administrative Tools.

2. Double-click (open) Services.

3. Look for the Vovici Service, it is typically named Vovici Service and right-click it.


5. Select the Login Tab.

Note: Please record the username that is specified. This account needs the

permissions specified under the column Vovici Services in order to open and close

surveys.


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6. Configuring Database Connections

The Survey Workbench Administrative Portal is where the application will create the

necessary table structure in the database needed to carry out its functions.

Access Administrative Portal

This section explains how to enter the URL in a Web browser to access the Survey

Workbench Administrative Portal.

Depending on the authentication, method designated in Section 5 access to the Survey

Workbench Administration Portal will be different:

Survey Workbench Authentication

The first time the Survey Workbench installer is run it is required that access be made on

the server that Survey Workbench is installed on or by remotely connecting to it.

The Administrative Portal will be accessed through the following URL:

http://localhost/community/admin/default.aspx

Note: If a virtual directory other than community was used in Section 3, Step 7 above,

replace community in the URL with the name of the virtual directory used. Attempting to

access this URL from a different computer by changing “localhost” to the server’s name or

IP will fail on all initial installations performed until the administrator account is enabled

inside the Survey Workbench Administrative Portal. This is by design and is intended

as an extra security feature.

Using Localhost on a Web Server Hosting Multiple Web Site

In a Web server hosting multiple Web sites, in order to use localhost as a URL for a specific

Web site, a unique port needs to be assigned for localhost for that Web site. The steps

below explain how to do this. This example assumes the port will be 8080, but any viable

port that Microsoft IIS supports and is not currently in use will work.




4. Select the Web Site Tab.

5. Click Advanced.

6. Click Add.

7. Leave the IP Address (All Unassigned).

8. Enter 8080 for the TCP Port.

9. In the Host Header Name, enter localhost.

10. Click OK.

After the initial setup is configured, usage of the administrator account to access the

Survey Workbench Administrative Portal remotely will be enabled.

Once you have completed your installation of 5.4, please review the new Survey Workbench

System Administration Portal Guide. Contact the Vovici installation experts if you did not

receive a copy.




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Windows Authentication

If Windows Authentication has been chosen, access can be from any machine but the login

to the machine will need to be a local administrator (Not a Domain Administrator) account

on the Survey Workbench host application server.

The Administrative Portal will be accessed through the following URL:

http://server/community/admin/default.aspx

Or via the server either locally or by remotely connecting to it:


Note: If a virtual directory other than community was used in Section 3, Step 7

above, replace community in the URL with the name of the virtual directory used.

Once you have completed your installation of Survey Workbench, please review the new

Survey Workbench System Administration Portal Guide. Contact the Vovici installation

experts if you did not receive a copy.

The username should be administrator, all lower case and the password will be the one

defined when the application’s connection was established to the database (this is

performed in the next section, Setup Database Connection).

http://server/community/admin/default.aspx





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Setup Database Connection

The first time the Administrative Portal is accessed, it will load the Setup Database

Connection page. See image on next page.

Setup Database Connection page

To configure the database connections, follow the steps below:

1. Select the type of database server.

Note: Please see the database notes listed in the Setup section listed above.

2. Enter the Name or IP address of the database server.

If the application and database servers are on the same machine, you can use

“localhost.”

3. Enter the Port number used to access the database server.

4. Enter the Name of the database to store the survey data. This database will serve as

the Master Connection.


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Note: This database must be created manually and must exist before continuing.

Please see the database server‟s documentation for details.

Oracle Note: The Service Name must be entered during this step.

5. Enter the username to connect to the database.

Note: This user should have permission to create, update, and delete tables and

rows in the database. Some recommendations are listed in the Setup section

above.

6. Enter the user’s password.

7. Enter a name for the default Workgroup. When using a one-workgroup license of

Survey Workbench, all users will need to be members of this workgroup.

Note: Please record the name of this Workgroup. If a problem occurs during the

installation of Survey Workbench, this information will be needed to properly re-

connect the Survey Workbench application with the database.

8. Click Setup.

A prompt will appear to select a password for the System Administrator account (Username

will always be and cannot be edited: administrator). This account can be used after the

initial setup is finished to access the Survey Workbench Administrative Portal remotely,

bypassing the need to access it via a localhost URL.

Note: The System Administrator account cannot access the main application. This

is by design and is intended as a security feature.

Note: If the System Administrator account‟s password is ever lost, the

Administrative Portal can still be accessed without a password by using a localhost

URL as listed above.

If the password prompt for the System Administrator account does not appear, please re-

check the settings, and try again. Typically, a message will appear in the ToolTip at the

bottom of the page:

Error message from database


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Once the System Administrator’s account password has been provided, the Administrative

Portal’s Dashboard will appear:

Administrative Portal‟s Dashboard


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7. Configure Default Workgroup

1. Click Manage Workgroups.

2. Select the first workgroup.

3. Click Edit.

4. There already will be a name for the workgroup as entered in Setup Database

Connection Section in Step 7.

Note: The description field is optional.

5. Leave the following fields blank (these are for the Community Build add-on product):

Portal URL

Portal registration mode

Portal Registration Profile

Portal Web Service URL

6. The Healthy Panel Threshold and Unhealthy Panel Threshold values are used in

the Community functionality of the product. Vovici’s proprietary health scores

provide Administrators with an immediate overview of respondent history, both at

the individual panelist and aggregate panel levels. Numerous factors go into

determining the health score including e-mail open rates, survey start and

completion rates, and unsubscribe rates. The default values are 75 and 25

respectively. These are the recommended values but they can be changed. In

addition, this can be later changed within the main product user interface. More

information can be found about this feature in the release notes for Survey

Workbench.

7. Click Publishing (This tab defines the publishing options used to post the HTML

content to survey takers):

a. Survey Engine Path – This value should be defaulted to the se.ashx script

(the Survey Engine) located inside the Virtual Directory specified in Section 3

Step 7. If the value is not present enter the full http path to the se.ashx

script.

b. Web Survey Location – This is the full HTTP path to the root directory for

the workgroup’s surveys. It should have an auto-filled value.

Note: At the end of this path is the Workgroup ID listed under the

Workgroups tab in the Administrative Portal. Each workgroup

publishes content to a separate directory. The Survey Engine uses

this to find the survey for a particular workgroup.

An example would be (this assumes the Workgroup’s ID value is

1885224648):

http://server.com/Community/surveys/1885224648

c. Publish To (This setting defines how the survey content viewed by survey

takers reaches the server):

Local Web Server – This is the default publishing option. It should

automatically have the path to reach the Web Survey Location

setting listed above.

Network Share – A network share could be used to publish the

workgroup’s survey content.

Remote FTP Server – An alternative publishing method that uses a

non-secure FTP setting to publish content. Workgroups using this


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publishing method will not be able to use the Edit Survey HTML feature

within Survey Workbench.

Note: In all cases, the folder pointed to by the publishing

settings (Publish To) should be the same folder referred to by

the Web Survey Location so that files uploaded/saved to that

FTP server subfolder, network share, or local directory are

accessible at the Web Survey Location URL

d. Click Test.

e. A tooltip message should appear confirming that the publishing setting

passed.

8. Click Mail.

a. Leave the defaulted SMTP option selected.

Note: Contact Survey Workbench installation experts for more

information regarding the Hurricane option mail options.

b. Enter the location of a valid SMTP server (Simple Mail Transfer Protocol) that

the application server can access to send e-mail.

c. Specify the Port used by the SMTP server.

d. Enter the Time Out in number of seconds for the SMTP server. The default

setting is 60 seconds; this should work in most environments.

e. If the server is an open SMTP server, select None in the Authentication

section.

If the server requires authentication, choose the appropriate method

of authentication and enter a username and password that can access

the SMTP server.

f. Select the From Address setting to use for survey invitations. The default

value is Survey Author:

Enable address piping in From field of Invitation – This select

enables e-mail addresses to be piped into the From Address for each

survey invitation based on preloaded data for each participant.

Survey Author – The From Address for each survey will default to the

e-mail address of the owner of the survey.

E-mail List – Enter e-mail addresses into a list that can be selected in

Write Invitations within the main application. This is useful if it is

desired that the invitation be seen as sent from an e-mail address of

someone who is not a user in the application.

g. Select the Reply To Address setting to use as the reply address for survey

invitations. The default value is Survey Author:

Enable address piping in Reply To field of Invitation – This select

enables e-mail addresses to be piped into the Reply To Address for

each survey invitation based on preloaded data for each participant.

Survey Author – The Reply To Address for each survey will default to

the e-mail address of the owner of the survey.

Other – Enter a default e-mail address that will be used as the reply

to address for all surveys’ invitations. This is useful if it is desired that


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all replies to survey invitations be sent to a specific e-mail address

(most useful if an e-mail alias is used with multiple people handling

the replies).

h. Select the Enable address piping in To field of Invitation option to

prepopulate the To Address for survey invitations. This data would be

preloaded on a per survey participant basis.

i. Enter the System From Address – this is used for all system wide e-mail

message sent out, such as lost password e-mail requests.

j. Click Test.

k. A tooltip message should appear confirming that the mail settings passed.

9. Click License.

a. Ensure that all potential features are checked. If a purchased feature is not

grayed out, please make sure that the options.lic file provided by

[email protected] e-mail alias has been placed in the \vovici\AppData

directory.

10. Click OK to save the changes.



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8. System Options

System Options are used to define multiple global settings for the Survey Workbench

environment. These settings are:

Update and test the database connection and verify that the table structure in the

database matches the current installation base.

E-mail settings for the E-mail Triggers feature.

Define the security level required for user accounts’ passwords.

Assign a password for the “Administrator” account that allows for remote access of

the Survey Workbench Administrative Portal.

Connection

This tab is used to resync the database tables with the existing installed code of the

application, along with testing the connection to the database or the database or editing the

connection information.

There is an option to clear the connection information to the database as well. This is useful

if the database credentials change later. However, the Administrative Portal would need to

be re-accessed and the Setup Database Connection of this guide would need to be

repeated. It is recommended that the step below be performed in addition.

Resync tables – Run Table Setup

This option will connect to the database and verify that all the required tables exist in the

database and have the proper data columns.

1. From the Dashboard Tab click System Options.

2. Click Connection.

3. Click Run Table Setup.

4. A progress indicator will appear:

Run Table Setup


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Once this is completed, the following message will appear:

Run Table Setup Message

Note: Even though the initial database information has been configured, it is

recommended to perform this step now.

Mail Setup

Assign the e-mail settings for the Survey Engine to use, when the E-mail Triggers feature is

used with the Survey Workbench application. The settings entered earlier in Section 7

should be retained.

1. From the Dashboard Tab, click System Options.

2. Click Mail Setup.

3. Leave the defaulted SMTP option selected.

Note: Contact Survey Workbench installation experts for more information

regarding the Hurricane option mail options.

4. Enter the SMTP Server: Defines the (outgoing) e-mail server used.

5. Enter the SMTP Port: Specify the SMTP port for the SMTP server specified (On most

SMTP servers this is 25).

6. Enter the SMTP Time Out: The time, in seconds, that Survey Workbench will wait

for a response from the SMTP server (By default this value is usually 300).

7. Authentication – Define whether Authentication is used when sending e-mail via

the SMTP Server specified or if Authentication is required. There are three options:

a. None – Select if no Authentication is required.

b. Auth Login – A method of e-mail Authentication that passes the username

and password encrypted via base-64 encryption.

c. CRAM-MD5 – A method of e-mail Authentication used by LDAP servers. The

password is encrypted using the MD5 algorithm.

8. (Optional: Only entered if step 5 had either Auth Login or CRAM-MD5 selected)

a. Account – Enter the Account to use during Authentication.

b. Password – Enter the Accounts password during Authentication.

9. Invitations per Interval – Define the maximum number of invitations that can be sent

out per the interval. The Interval is defined in the next field. This applies to all

surveys in every Workgroup in the environment. This setting will vary from

environment to environment as different hardware and network set configurations

can radically affect the realistic upward limit on the number of invitations sent.

10. Interval (in minutes) – Definite how many minutes makes up the interval period per

sending of e-mail invites.

Note: If 0 is entered for both values no limitation is in place and the application

will attempt to send all invites to all participants specified under Select

Participants.


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Password Security

Determine the security level of the passwords for all user accounts inside the Survey

Workbench system.

Require Strong Password - Force new passwords entered inside the Survey

Workbench to fulfill three of the following five criteria:

1. lowercase

2. uppercase

3. numbers

4. punctuation - Examples include ,.!’”:;

5. Unicode

For example, the password below would fulfill three of the five criteria. Because the

password has a three lowercase letters, two capital letters and three numbers.

T3stP2s5

In addition, the password below is a valid, strong password because it contains five

lowercase letters two numbers and one punctuation character:

t,st9a5s

Minimum Password Length (Characters) - Determine the shortest possible

password for all user accounts.

Note: If the application is configured to use Windows Authentication instead of

Survey Workbench Authentication, the accounts will not have their passwords

verified. Only the existence of the user name is checked by the application. This

is done because we assume that the account has been verified by Windows when

they logged into their computer. This setting is enabled inside IIS as noted in the

Section C of this guide.

Note: Accounts with already existing passwords will be ignored if changes are

made to these first two security settings until their password is reset either

through the Administrative Portal or by the user themselves. The last option

however is applied to already existing users.

Maximum Password Age (Days) - Determine the longest a password can be

maintained within the application before the user is prompted for a new password.

The default value is 120 days but this can be modified.

Select the desire settings and when you are done click save to record them.


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System Administrator

Assign the password for the “administrator” user in order to access Survey Workbench’s

Administrative Portal remotely under the System Administrator tab. This is useful if

the password for the administrator account has been lost.

If the Administrative Portal is accessed via a localhost URL as covered in the Access the

Administrative Portal section of this guide, the information below can be used to reset

the password:

1. From the Dashboard Tab, click System Options.

2. Click System Administrator.

3. Enter the new password for the “administrator” account.

4. Confirm the password.

5. Click Save to enable the new password.


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9. Add Additional Workgroups (Optional)

If more than one workgroup was purchased for Survey Workbench, please follow the steps

below to add an additional workgroup.

1. Click Manage Workgroups.

2. Click Add Workgroup.

3. Enter the name of the new workgroup.

Note: The description field is optional

4. Leave the Portal URL blank, this is for the Community Builder add-on product.

5. Click Publishing (This tab defines the publishing options used to post the HTML

content to survey takers):

a. Survey Engine Path – This value should be defaulted to the se.ashx script

(the Survey Engine) located inside the Virtual Directory specified in Section 3

Step 7. If the value is not present enter the full http path to the se.ashx

script

b. Web Survey Location – This is the full HTTP path to the root directory for

the workgroup’s surveys. It should have an auto-filled value.

Note: At the end of this path is the Workgroup ID listed under the

Workgroups tab in the Administrative Portal. Each workgroup

publishes content to a separate directory. The Survey Engine uses

this to find the survey for a particular workgroup.

An example would be (this assumes the Workgroup’s ID value is

1885224648):


c. Publish To (This setting defines how the survey content viewed by survey

takers reaches the server):

Local Web Server – This is the default publishing option. It should

automatically have the path to reach the Web Survey Location

setting listed above.

Network Share – A network share could be used to publish the

workgroup’s survey content.

Remote FTP Server – An alternative publishing method that uses a

non-secure FTP setting to publish content. Workgroups using this

publishing method will not be able to use the Edit Survey HTML feature

within Survey Workbench.

Note: In all cases, the folder pointed to by the publishing

settings (Publish To) should be the same folder referred to by

the Web Survey Location so that files uploaded/saved to that

FTP server subfolder, network share, or local directory are

accessible at the Web Survey Location URL.

d. Click Test.



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e. A tooltip message should appear confirming that the publishing setting

passed.

Publish setting passed message

6. Click Mail.

a. Leave the defaulted SMTP option selected.

Note: Contact Survey Workbench installation experts for more

information regarding the Hurricane option mail options.

b. Enter the location of a SMTP server (Simple Mail Transfer Protocol).

c. Specify the Port used by the SMTP server.

d. Enter the Time Out in number of seconds for the SMTP server. Sixty seconds

is the default setting, and it should work in most environments.

e. If the server is an open SMTP server, select None in the Authentication

section.

If the server requires authentication, choose the appropriate method

of authentication and enter a username and password that can access

the SMTP server.

f. Select the From Address setting to use for survey invitations. The default

value is Survey Author:

Survey Author – The From Address for each survey will default to the

e-mail address of the owner of the survey.

E-mail List – Enter e-mail addresses into a list that can be selected in

Write Invitations within the main application. This is useful if it is

desired that the invitation be seen as sent from an e-mail address of

someone who is not a user in the application.

g. Select the Reply To Address setting to use as the reply address for survey

invitations. The default value is Survey Author:

Survey Author – The Reply To Address for each survey will default to

the e-mail address of the owner of the survey.

Other – Enter a default e-mail address that will be used as the reply

to address for all surveys’ invitations. This is useful if it is desired that

all replies to survey invitations be sent to a specific e-mail address

(most useful if an e-mail alias is used with multiple people handling

the replies).

h. Enter the System From Address – this is used for all system wide e-mail

message sent out, such as lost password e-mail requests.

i. Click Test.

j. A tooltip message should appear confirming that the mail settings passed.

Mail settings passed message

7. Click License.

a. Ensure that all potential features are checked. If a purchased feature is not

grayed out, please make sure that the options.lic file provided by

[email protected] e-mail alias has been placed in the \vovici\AppData

directory.



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8. Click OK to save the new workgroup.

9. Repeat these steps to add another workgroup.


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10. Create User Accounts

This section explains how to add user accounts to access the main Survey Workbench

application. This can be done four different ways, and each is covered in its own section

below:

Manually Adding a User Account

1. Access the Administrative Portal.

2. Click Users.

3. Click Add New User.

4. Enter the following information:

a. User Name – The user will use to log in to Survey Workbench.

b. Display Name – The name that will be displayed to other users when they

are referring to that user, such as viewing the user’s surveys, adding the user

as a survey administrator, and inviting the user to a survey.

c. E-mail address – The e-mail address that Survey Workbench will contact

that user at with invitations and other survey notifications.

d. Language – Define the language the user will see when they log into the

application.

Note: Not all languages have been translated in the application at this time. If a

language is needed that is not on this list, please contact the account‟s Sales

Representative for pricing information to add the language to the application.

e. Default Workgroup – This will be the first Workgroup the user will access

when they log into the application. They can still toggle to any other

Workgroup they have access to within the application via the Workgroup

Banner.

f. Status – Defines whether the user is active, suspended, or deleted. The

default value is Active, allowing the user to log into the application.

g. Password – Either define the password for the account or force the user to

define their password when they first log into the main application by leaving

this field and the one below it blank.

h. Confirm Password – Used to confirm the password entered above, leave

blank to force the user to define their password.

5. Click Workgroup.

6. Click Add Workgroup.

a. Select the workgroup from the dropdown box.

b. Click Add.

7. Click Edit next to the new workgroup.

a. Select the desired Role for the user in this workgroup. This value controls

what functions are available to the new user in this workgroup. Below is a

short description of the predefined roles included in the application:

Default – If a User is not assigned a role, they receive the Default

role, which only allows a user to log into the application.

Survey Author – User is able to create and design surveys.

Lite Survey Author - Survey Author that does not have access to

advanced survey design features.

Report Author – Role that allows the ability to create and edit reports

for surveys it has been granted access.

Report Viewer – User is able to view saved reports if granted access.


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Translator – Role used to allow translators to convert survey and

invitation text along with open-ended responses to another language.

Survey Administrator – Survey Author that has access to most

Administration functions.

Group Administrator – The Administrator of a Workgroup.

b. Select the Reviewer Status to define whether the user needs approval to

perform some of the functions granted by its Role. Selecting Standard

Survey Author, which is the default value, will result in no extra approval

being needed.

c. Click the green check arrow to approve.

8. Click OK to add the new user.

Import User Account

If it is desired to import the Administrative user from a file (.CSV or .TSV only), instead of

manually creating an account, follow the steps below (these instructions assume that the

Administrative Portal has been accessed):

Note: There are requirements on how this file must be formatted in order to be

read correctly by the application. The first row of the file must include an

identifying name for each column of data. Each prospective user must be a new

row after this. The following pieces of information are required:

Username

E-mail

Display Name

The following is an example of how the file should appear (This is a TSV file example):

User name Display Name E-mail

testuser1 First test user [email protected]

testuser2 Second test user [email protected]

Note: If the data to be imported contains any non-ANSI characters, please be sure

to format the text file using UTF-8 encoding. At this time, Microsoft Excel does not

offer this as an option for saving files, but several other text editors do offer this

option. One example is Notepad, which typically is included in most Windows

installations. Other text editors can perform this function such as TextPad.


2. Click Users.

3. Click Actions.

4. Click Import Users From File.

5. Click Browse to select to specify the file to upload.

6. Click Next.

7. This page will allow you to confirm that the fields in the file will map properly to

fields in the application.

Note: Certain fields will map automatically such as:

User name

Display name


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E-mail

Culture

o (Values in the import file should be formatted using the en-US

format for cultures, which is a Microsoft ASP.NET format for Web

page globalization: en-us will provide the imported user a culture of

English – United States, fr-ca will add a user with the culture of

French – Canada. If no culture is specified, English – United States

will be used.)

8. Click Next.

9. You will be prompted to provide the Role each user will have inside the application.

Please consult the application’s Help file for more information on how Roles affect the

user’s access level inside the application.

10. Click Next.

11. Click Import to start the import process.

Import from Active Directory


2. Click Users.

3. Click Actions.

4. Click Import From AD.

5. Enter the Domain (the name of the domain containing the users to import).

6. Enter User Name (account name with access to the domain that can see all desired

user accounts to add to Survey Workbench).

7. Enter Password (the corresponding password for the account specified in the User

Name field) .

8. Click Search.

9. A list of users will be presented from the specified Active Directory, select the

appropriate users.

10. Click Add Selected.

Users who have been added previously will not appear in the list. Survey Workbench also

does not have the ability to filter by organizational units and is limited to returning the first

2000 names in the Active Directory. If the desired Active Directory has more names, either

one of two options needs to be used instead to add users:

Web Services – this is covered in more detail below.

From a file – the users would need to be exported from Active Directory and

imported using the steps detailed earlier in this section to add them into Survey

Workbench’s user list.

Web Services

Web Services (this is a per fee add-on charge to the main application) can be used to

import the users from any external database. Web Services are not enabled by default and

need to be purchased separately (this would result in a new options.lic file to unlock the

Web Services feature). In order to learn more please contact the original Sales

Representative for more information. If it is already purchased, please consult the Web

Services documentation available on our Support Portal for detailed Web Services

documentation:




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More information on user management can be found with the Survey Workbench System

Administration Guide: Once you have completed your installation of Survey Workbench,

please review this guide. Contact the Survey Workbench installation experts if you did

not receive a copy.



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11. Test Environment

The installation is complete and testing can be performed. Below is a recommendation of

testing that can be done to insure the installation was a success:

Create a new survey by following the steps below.

1. Create a test survey via Surveys – Create New Survey (Select External E-mail

List as the Respondent Source.)

2. Test publishing by clicking Publish under the Actions Bar.

3. Click Select Participants and under the Actions Menu, select Add Participant…

4. Enter an e-mail address in the e-mail field and click OK.

5. Inside Write Invitations, enter a Subject, place the cursor inside the body of the

invite, and click Survey URL under the Fields box.

6. Inside Schedule Events (formerly Deploy Survey), under the New Menu, select Open

Survey.

7. Set the Start time to the next half-hour period (Either the top or bottom of the half

hour, e.g., 1:00 or 1:30).

8. Set no Recurrence or Advanced options and click OK.

9. Under the New Menu select Send Initial Invitation

10. Set the Start time to the next half-hour period after the Open Survey event was

scheduled (Either the top or bottom of the half hour, e.g., 1:00 or 1:30).

11. Set no Recurrence or Advanced options and click OK.

12. Check the survey after both time periods entered to confirm that the survey was:

a. First “Opened.”

b. The initial invite was sent.


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12. Appendix

Determining the Web Server Root in Microsoft IIS

The Web server root can be checked under Microsoft IIS by performing the following steps:




4. Click the Home Directory tab.

Note: The path specified in the Local Path field.

ASP.NET Framework

Survey Workbench only works with Version 2.0.50727 of the Microsoft ASP.NET Framework.

Microsoft ASP.NET Framework 1.1 will not function. If both are installed on the Application

Server inside Microsoft IIS, it is possible to enable the Version 2.0.50727 over the Version

1.1 by following the steps below:




4. Click the ASP.NET tab.

5. Select 2.0.50727 in the ASP.NET version dropdown box.

6. Click OK.

Note: Both versions of Microsoft ASP.NET cannot be used on the same virtual

directory. Applications using one version of ASP.NET (v1.1 for example) cannot

run in an application using the other version of ASP.Net (v2.0 for example). A new

Application Pool must be created to house one of the applications using the different version of ASP.NET.

Knowledge Base

Vovici has a Knowledge Base within our Vovici Customer Support Portal that contains

valuable recommendations on maintaining the server on which Survey Workbench

Enterprise is installed. It also contains troubleshooting assistance (This is in addition to our

installation experts). It also provides information about best practices for the application:


Administrative Portal Guide

Once you have completed your installation of Vovici Survey Workbench Version 5.4, please

review the new Survey Workbench System Administration Portal Guide. Contact the Survey

Workbench installation experts if you did not receive a copy.





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IIS Default Documents

In the past, the installer did not address the issue of IIS Virtual Directory default

documents. This meant that the virtual directory / Web application created by the installer

would inherit the properties of the parent Web site. If the parent Web site did not have the

default.aspx file listed as one of the default documents, this would have to be manually

added by the user. In Version 5.4, the installer should explicitly add the default.aspx file as

a default document inside IIS as shown by the image below:

Documents tab

This should avoid permissions problems that sporadically occurred during installations and

upgrades of the application.

Migrate From Version 3.1 to Version 4...

Documents

Transcript of Migrate From Version 3.1 to Version 4...