Survey Workbench Enterprise

Transcription

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2 August 2010 Survey Workbench Enterprise For installation support, please contact our Survey Workbench installation experts at If phone support is requested an installation expert will call the phone number requested. Or visit 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 Page 2 of 34

3 Install Survey Workbench Enterprise 5.4 August 2010 Table of Contents 1. UPDATE SURVEY WORKBENCH... 4 REQUIREMENTS UNINSTALL EXISTING SURVEY WORKBENCH VERSION DOWNLOAD NEW SURVEY WORKBENCH VERSION 5.4 FILE RUNNING THE INSTALLER OPTIONS.LIC FILE AUTHENTICATION AND PERMISSIONS WINDOWS 2003 SERVER PERMISSIONS SURVEY WORKBENCH AUTHENTICATION Survey Workbench Authentication Permissions Windows NTFS Permissions Setting Windows Permissions IIS Permissions Determining the Application Pool Used by Survey Workbench Determining the Account that Runs the Application Pool Determining the Account that the Web Server Runs as in IIS Determining the Account that the Vovici Service Runs as WINDOWS AUTHENTICATION Edit the Web.Config File for Windows Authentication Windows Authentication Permissions Windows (NTFS) Permissions Setting Windows Permissions IIS Permissions Determining the Application Pool Used by Survey Workbench Determining the Account that Runs the Application Pool Determining the Account that the Vovici Service Runs as ADMINISTRATIVE PORTAL ACCESS ADMINISTRATIVE PORTAL Vovici Authentication Using Localhost on a Web Server Hosting Multiple Web Site Windows Authentication UPDATE THE DATABASE TO VERSION CONFIGURE AND TEST WORKGROUPS STAND-ALONE SURVEY ENGINE UPDATE THE STANDALONE SURVEY ENGINE TEST ENVIRONMENT APPENDIX DETERMINING THE WEB SERVER ROOT IN MICROSOFT IIS ASP.NET FRAMEWORK KNOWLEDGE BASE ADMINISTRATIVE PORTAL GUIDE IIS DEFAULT DOCUMENTS Page 3 of 34

4 August 2010 Survey Workbench Enterprise 1. Update Survey Workbench Please follow these steps to upgrade Survey Workbench Enterprise from version 5.x to version 5.4. The upgrade process will reset users who are connected to the system at the time of the upgrade, but will not otherwise affect the server configuration or settings. Requirements The following requirements must be fulfilled before Survey Workbench can be installed. 1. Hardware requirements for Survey Workbench: 2. The software requirements for Survey Workbench can be found at the URL below: nts.htm This is in addition to the requirements and prerequisites listed earlier in this document. Page 4 of 34

5 Install Survey Workbench Enterprise 5.4 August Uninstall existing Survey Workbench Version 5 The existing installation of Survey Workbench Enterprise Version 5.x must be installed to update your environment to the latest build of Survey Workbench Enterprise Version 5. Please follow the steps below to achieve this. 1. Inside Control Panels open Add/Remove Programs. 2. Locate Vovici V5 from the list and select it. 3. Click Remove. 4. Click Yes on the confirmation box. 5. Survey Workbench Version 5 is now removed. Page 5 of 34

6 August 2010 Survey Workbench Enterprise 3. 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: 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 installefmc@vovici.com for assistance downloading and installing Survey Workbench. Page 6 of 34

7 Install Survey Workbench Enterprise 5.4 August 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. Page 7 of 34

8 August 2010 Survey Workbench Enterprise 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. Page 8 of 34

9 Install Survey Workbench Enterprise 5.4 August 2010 Community Properties dialog Note: Click Cancel at any time to stop the installation. 3. Click Next Page 9 of 34

10 August 2010 Survey Workbench Enterprise 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. Page 10 of 34

11 Install Survey Workbench Enterprise 5.4 August 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: 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. Page 11 of 34

12 August 2010 Survey Workbench Enterprise 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. Please contact our installation specialists for other information regarding the migration of Survey Workbench on a Web farm. Page 12 of 34

13 Install Survey Workbench Enterprise 5.4 August 2010 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. Page 13 of 34

14 August 2010 Survey Workbench Enterprise 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 7 covers the steps needed inside the Administrative Portal. The steps outlined in Section 5 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 6 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 6 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. Page 14 of 34

15 Install Survey Workbench Enterprise 5.4 August Options.lic File Survey Workbench installation experts should provide this file, options.lic. Options.lic 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. Page 15 of 34

16 August 2010 Survey Workbench Enterprise 6. 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, 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. Page 16 of 34

17 Install Survey Workbench Enterprise 5.4 August 2010 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. Page 17 of 34

18 August 2010 Survey Workbench Enterprise Windows NTFS Permissions Network IIS_WPG# Vovici Service** Service* Community Virtual None Directory and Execute AppData Full Control Surveys Full Control Write (Modify) Reports Full Control None Temporary ASP.NET Full Control N/A N/A Files## C:\Program Files\Vovici\Service None None and Execute Windows Temp Dir### Write 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. Page 18 of 34

19 Install Survey Workbench Enterprise 5.4 August 2010 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. 4. Select Properties. 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 Community Virtual Directory AppData Surveys Reports Permissions Write Write Write Page 19 of 34

20 August 2010 Survey Workbench Enterprise 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. 1. Open Microsoft IIS. 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). 4. Select Properties. 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: 1. Open Microsoft IIS. 2. Click the + next to Application Pools. 3. Right-click Default Application Pool. 4. Select Properties. 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: 1. Open Microsoft IIS. 2. Right-click the Web site that is being used to host Survey Workbench. 3. Select Properties. 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. Page 20 of 34

21 Install Survey Workbench Enterprise 5.4 August 2010 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 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. 4. Select Properties. 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. Page 21 of 34

22 August 2010 Survey Workbench Enterprise 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. Right-click the Community Virtual Directory. 3. Select Properties. 4. Click the Directory Security tab. 5. Click Edit. 6. De-select (to disable) Anonymous access. 7. Select (to enable) Integrated Windows authentication. 8. 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 Page 22 of 34

23 Install Survey Workbench Enterprise 5.4 August 2010 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 Windows User Vovici Service** Service* Accounts# Community Virtual None Directory and Execute AppData Full Control Surveys Full Control Write (Modify) Reports Full Control None Temporary ASP.NET Full Control N/A N/A Files## C:\Program Files\Vovici\Service None None and Execute Windows Temp Dir### Write 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 Page 23 of 34

24 August 2010 Survey Workbench Enterprise 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. 4. Select Properties. 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 Community Virtual Directory AppData Surveys Reports Permissions Write Write Write Page 24 of 34

25 Install Survey Workbench Enterprise 5.4 August 2010 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. 1. Open Microsoft IIS. 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). 4. Select Properties. 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: 1. Open Microsoft IIS. 2. Click the + next to Application Pools. 3. Right-click Default Application Pool. 4. Select Properties. 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 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. 4. Select Properties. 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. Page 25 of 34

26 August 2010 Survey Workbench Enterprise 7. Administrative Portal 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 6 access to the Survey Workbench Administration Portal will be different: Vovici 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. 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. Note: If a virtual directory other than community was used in Section 4, 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. 1. Open Microsoft IIS. 2. Right-click the Web site that is being used to host Survey Workbench. 3. Select Properties. 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. Page 26 of 34

27 Install Survey Workbench Enterprise 5.4 August 2010 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 via the server locally. Note: If a virtual directory other than community was used in Section 4, 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 below in Setup Database Connection). Once the System Administrator s account password has been provided, the Administrative Portal s Dashboard will appear: Administrative Portal s Dashboard Update the Database to Version 5.4 Follow the steps below to upgrade the existing Survey Workbench Enterprise Version 5.0 database structure to Version 5.4. Note: This must be done before logging into the main part of application. 1. Click Configure. Page 27 of 34

28 August 2010 Survey Workbench Enterprise 2. Under Connections. 3. Click Run Table Setup. Note: This will create the new tables and modify existing tables to accept the Version 5.4 formatting. A progress indicator will appear: Run Table Setup progress indicator Once this is completed, the following message will appear: Db Script Successful Page 28 of 34

29 Install Survey Workbench Enterprise 5.4 August Configure and Test Workgroups This section tests the publishing paths and connection to the SMTP Server work within the application. 1. Access the Survey Workbench Enterprise Administrative Portal using the information presented in Section Click Workgroups. 3. Select the first Workgroup in the list. 4. Click Edit. 5. Click Publishing and make sure the information under the tab is correct. 6. Click Test. 7. The following message should be displayed: 8. Click Mail and make sure the information under the tab is correct. 9. Click Test. 10. Click Workgroups. 11. Select the next Workgroup in the list. 12. Repeat steps 4 through 11 until all workgroups have been configured. Page 29 of 34

30 August 2010 Survey Workbench Enterprise 9. Stand-alone Survey Engine The update for the Standalone Survey Engine needs to be downloaded onto the Web Server. To begin the installation process, please perform the following steps: Note: These steps are optional 1. In a web browser, navigate to the following URL: 2. Click Save (Steps 2, 3, and 4 refer specifically to Microsoft Internet Explorer and may be different on other browsers.) 3. Choose a local directory where it is desired to save the update. Make a note of this directory. 4. Click Save to begin downloading the update. Once the download is complete, proceed to the next section. Page 30 of 34

31 Install Survey Workbench Enterprise 5.4 August Update the Standalone Survey Engine Once the update has been downloaded follow the steps below to update the Standalone Survey Engine to version 5.4. Note: These steps are optional 1. Locate where the file was downloaded in the last section 2. Unzip the contents of the file to the virtual directory on the web server. The default value is named Community, but may have been changed to another value during the initial installation process. Note: Older clients who started with EFM Community version 2.2 or earlier most likely have a virtual directory named perseus instead of Community. It is not recommended that you change this value; otherwise existing survey URLs will not be valid. 3. A prompt should appear to overwrite existing files. Select to overwrite the existing files. The Standalone Survey Engine is now updated; please proceed to the next section. Page 31 of 34

32 August 2010 Survey Workbench Enterprise 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 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 address in the 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. Page 32 of 34

33 Install Survey Workbench Enterprise 5.4 August Appendix Determining the Web Server Root in Microsoft IIS The Web server root can be checked under Microsoft IIS by performing the following steps: 1. Open Microsoft IIS. 2. Right-click the Web site that is being used to host Survey Workbench. 3. Select Properties. 4. Click the Home Directory tab. Note: The path specified in the Local Path field. ASP.NET Framework Survey Workbench only works with Version 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 over the Version 1.1 by following the steps below: 1. Open Microsoft IIS. 2. Right-click the Community Virtual Directory. 3. Select Properties. 4. Click the ASP.NET tab. 5. Select 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 upgrade from 4.0 to 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. Page 33 of 34

34 August 2010 Survey Workbench Enterprise 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. Page 34 of 34

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