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April 2010

Survey Workbench Enterprise

For installation support, please contact our Survey Workbench installation experts at installefmc@vovici.com. 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 April 2010

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Instructions for Upgrading from 4.0 to 5.3 April 2010 Table of Contents
1. MIGRATION FROM SURVEY WORKBENCH ENTERPRISE VERSION 4.0 TO VERSION 5.3................................... 4 REQUIREMENTS .............................................................................................................................................................4 MIGRATION TIPS: ...........................................................................................................................................................5 2. INSTALLATION PROCESS ................................................................................................................................ 7 DOWNLOAD NEW SURVEY WORKBENCH ENTERPRISE VERSION 5.3 FILE ...................................................................................7 3. 4. 5. RUNNING THE INSTALLER .............................................................................................................................. 8 OPTIONS.LIC FILE ......................................................................................................................................... 19 AUTHENTICATION AND PERMISSIONS ......................................................................................................... 20 WINDOWS 2003 SERVER PERMISSIONS ...........................................................................................................................20 SURVEY WORKBENCH AUTHENTICATION ...........................................................................................................................21 Survey Workbench Authentication Permissions ..................................................................................................21 Windows NTFS Permissions ................................................................................................................................22 Setting Windows Permissions .............................................................................................................................23 IIS Permissions.....................................................................................................................................................23 Determining the Application Pool Used by Survey Workbench Enterprise .........................................................24 Determining the Account that Runs the Application Pool ...................................................................................24 Determining the Account that the Web Server Runs as in IIS .............................................................................24 Determining the Account that the Vovici Service Runs as ...................................................................................24 WINDOWS AUTHENTICATION .........................................................................................................................................25 Edit the Web.Config File for Windows Authentication ........................................................................................25 Windows Authentication Permissions .................................................................................................................26 Windows (NTFS) Permissions ..............................................................................................................................26 Setting Windows Permissions .............................................................................................................................27 IIS Permissions.....................................................................................................................................................28 Determining the Application Pool used by Survey Workbench Enterprise ..........................................................28 Determining the Account that Runs the Application Pool ...................................................................................28 Determining the Account that the Vovici Service Runs as ...................................................................................28 6. RUN TABLE SETUP ....................................................................................................................................... 30 ACCESS ADMINISTRATIVE PORTAL....................................................................................................................................30 Survey Workbench Authentication......................................................................................................................30 Using Local host on a Web Server Hosting Multiple Web Site ............................................................................30 Windows Authentication.....................................................................................................................................31 UPDATE THE DATABASE TO VERSION 5.3 ..........................................................................................................................32 7. 8. 9. CONFIGURE AND TEST WORKGROUPS......................................................................................................... 33 TEST ENVIRONMENT ................................................................................................................................... 34 APPENDIX .................................................................................................................................................... 36 DETERMINING THE WEB SERVER ROOT IN MICROSOFT IIS: ...................................................................................................36 ASP.NET FRAMEWORK ................................................................................................................................................36 KNOWLEDGE BASE .......................................................................................................................................................36 IIS DEFAULT DOCUMENTS..............................................................................................................................................36

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Survey Workbench Enterprise Version 4. EFM Community Version 2.2 and earlier used Version 1.0/Welcome/system_requirements. Oracle requirements have not changed.com/help/Community/5.pdf 5. Click Web Service Extensions. Open Microsoft IIS. respectively.com/downloads/commhelp/5_3/vovici_v5_sys_requirements.NET 2. Click Allow.0 is installed.0. in order for Survey Workbench Enterprise Version 5. Follow the steps below to achieve this: a.microsoft.0 Framework needs to be installed.NET Framework (Version 2. c.1 of the .htm 6.3 Requirements 1.NET Framework) o Available at: http://www. Microsoft .0. Page 4 of 37 .aspx?familyid=0856e acb-4362-4b0d-8edd-aab15c5e04f5 Note: On Windows Server 2003 and Windows Server 2008.0 to Version 5. ASP.3 can only upgrade the database structure of Survey Workbench Enterprise Version 4.NET 2. Survey Workbench Enterprise Version 5.0 must be set to “Allow under the Web Service Extensions in Microsoft IIS” in order for Survey Workbench Enterprise to function properly. Migration from Survey Workbench Enterprise Version 4. Performing a migration from a previous version such as Version 3.0 may cause problems. 3. Highlight ASP.April 2010 Survey Workbench Enterprise 1. Version 5.0 should already be installed and operational on the application server.com/downloads/details.50727. 4. Typically. 2.vovici.3 to function. this is located at C:\Inetpub\wwwroot\Vovici The existing database used by the application.3 has added support for Windows Server 2008 and Microsoft SQL Server 2008. The following backups must be performed before the migration process begins: The physical directory where Survey Workbench Version 4. Hardware requirements for Vovici V5: http://vovici.NET 2. ASP. The software requirements for Vovici V5 can be found at the URL below: http://www. Windows Server 2000 and Microsoft SQL Server 2000 are no longer supported by Survey Workbench Enterprise. b. You must upgrade to Windows Server 2003 and Microsoft SQL Server 2005. d.

1 to Version 4.0 was changed.x. Therefore.3 can only be done from Version 4.3 installer will over install the application. This greatly speeds the migration process from previous migrations. Vovici Enterprise Version 5.1 and Version 4.pdf Update from Version 3. 7.x as a new survey processor was introduced that changed the way URLs were built and accessed.1.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c _2_x. The migration to Version 5. There were no major fundamental changes to the data structure like there was in Versions 2.0 survey URLs will not change.45 and 2.1: http://vovici. 4.pdf Migrate from Version 1.0: http://vovici.pdf Migrate from Version 3. Version 5. Therefore. Survey HTML will not be republished. Existing Version 4. 6.45 to 2. permissions need to be applied manually per Section 5 of this document. 3. Please select from the applicable URLs below for documentation on how to do so: Update from Version 2. a new version will need to be installed for Version 5. 3. The ActiveX control for the Free Form Word Processor from Version 4.Instructions for Upgrading from 4.3‟s installer does not have “apply file permissions. and 4.3 will continue to use the Survey Engine of 2.1: http://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3 _10. The Version 5.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v 4.1 to 2.0. 5. Note: This was not the case between Version 1. Page 5 of 37 .0 to 5. 8.x with some updated code to support Version 5. Similar to Version 3.0 before the migration can begin.” In some cases.0 installer should not be uninstalled.pdf 2. The existing Version 4.0 or 2.2 to 3.x and Version 3.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_g uide.3. You must first update or migrate from earlier versions to Version 4.2: http://vovici. no custom edits of the HTML will be lost.3‟s new features.x.pdf Migrate from Version 2.3 April 2010 Migration Tips: 1.2: http://vovici.0 to 3.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2 _gde.

aspx file as a default document inside IIS.3 installer will now explicitly add the default. Please see the Appendix section of this document for more detailed information. the installer did not address the issue of IIS Virtual Directory default documents. Page 6 of 37 . The Version 5. In the past.April 2010 Survey Workbench Enterprise 9.

Note: Our technicians will prove invaluable in assisting the server configuration and Survey Workbench Enterprise installation.0 to 5. Please contact them at installefmc@vovici. and 5 refer specifically to Microsoft Internet Explorer and may be different on other browsers). Make a note of this directory. enter the following URL into the address field: http://vovici. proceed to the next section. Page 7 of 37 . Choose a local directory in which to save the installer.com/downloads/comm/5_3/Vovici_Ent_5_3. 4.Instructions for Upgrading from 4. 4. Installation Process Download New Survey Workbench Enterprise Version 5. Click Save (Steps 3.3 file To begin the installation process.com for assistance downloading and installing Survey Workbench Enterprise.3 April 2010 2. 2. please perform the following steps: 1. 3. Once the download is complete. Click Save to begin downloading the installer. In a Web browser.htm.

locate the file and follow the steps below to unzip it and begin the installation. Click Run to continue. Click Run to continue Page 8 of 37 .April 2010 Survey Workbench Enterprise 3. Running the Installer Once the installer has been downloaded. Double-click the installer (. 1.‟” otherwise installers produced by Vovici will never work on the server.MSI) file. Note: The following warning message may appear: Alert Do not select “Never run software from „Vovici Corporation.

c. Click Summary. See next page for image. This will launch the Windows installer and the following start message will appear. 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. b.Instructions for Upgrading from 4. a. Startup message Note: The version of the Survey Workbench Enterprise installer can be found by following the steps below. The version number is in the Comments field.3 April 2010 2. Right-click on the file and click Properties.0 to 5. Page 9 of 37 .

April 2010 Survey Workbench Enterprise Community Properties dialog Note: Click Cancel at any time to stop the installation. 3. Click Next. Page 10 of 37 .

Instructions for Upgrading from 4. End-User License Agreement dialog Please read the license agreement and if it is acceptable. Page 11 of 37 . This will display the License Agreement dialog.0 to 5. select the “I accept the terms in the License Agreement” check box option.3 April 2010 4.

Click Next. in order for old URLs to work a re-direct on the Perseus virtual directory pointing to the new Community virtual Page 12 of 37 . 7. The old value of Perseus could be used for the virtual directory. Enter the name currently used for the virtual directory inside Microsoft IIS for Survey Workbench Version 4.April 2010 5. the URL to access the main application will be http://servername/Community Note: Clients who started with EFM Community Version 2.2 or earlier most likely have a default value of Perseus instead of Community. The Survey Workbench Setup page will appear.0 in the: “This name will be part of the application URL box” The default value is: “Community” Therefore. Web Site and Application Name dialog In the “Select the web site the application should be installed on” drop-down menu. Survey Workbench Enterprise 6. Otherwise. select the web site where the application is currently installed. This will keep existing survey URLs the same.

once the migration is completed. Therefore. the URL to access the main application will be: http://servername/Perseus 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. Click Next. It is recommended that the old value of Perseus be kept.0 to 5. Page 13 of 37 . The survey will now use the new URL path (with Community) to access the survey. 9. If this redirect is not done a re-publish of the survey inside the main application.Instructions for Upgrading from 4.3 April 2010 directory will be needed. The Custom Setup dialog will appear: Custom Setup dialog Multiple options can be selected on this page. This re-direct will not work with Workgroup Community and External E-mail List surveys. will change the URL used to access the survey. 8.

etc. 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: Page 14 of 37 . \AppData \surveys \reports Note: This step must be completed if you want to proceed to the next step. Installing the service on multiple servers that are in a single web farm may result in duplicate invitations being sent. It is highly recommended that the Vovici Service be installed because certain functions require this service to work properly. if the Vovici Service is disabled on all but one server. Next and Cancel) are available on this page: a) Reset – Used to return all options to the original default states. 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. Back.April 2010 Survey Workbench Enterprise On the top part of the window there is an option named Complete with a + next to it. the following subdirectories must be copied from the backup of the Perseus Virtual Directory into the new Survey Workbench physical directory. Although. 10. It provides time-based services to users such as deployment of invitations. Selecting the text for either installation component will display available disk space. 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. Please contact our installation specialists for other information regarding the migration of Survey Workbench on a Web farm. Browse must be clicked and the path specified. This solution allows for a quick failover if the server running the Service goes down. Select the “X” icon to cancel installation of the component. Note: The Vovici Service will be installed by default. this will prevent any duplicate invitations from being sent out. the default value is: C:/inetpub/wwwroot/vovici If the default value is used for older clients who started with EFM Community Version 2. Vovici Service – Determines the installation options for the Vovici Service that controls the scheduling feature within the main application. Click the icon ( ) next to its name to install one component or the other.2 or earlier. otherwise. Note: In order to use the same physical directory as before. opening and closing of surveys. The following buttons (other than the three navigation buttons.

Instructions for Upgrading from 4.0 files to Version 5. Page 15 of 37 . Required – How much disk space will be taken by the application. 12. The Survey Workbench window will appear: Survey Workbench window Click Upgrade in order for the installer to update the older Version 4.3 April 2010 Disk Size – The total available disk space.0 refers to the un-installation of the existing Survey Workbench Version 4.3.0 program files. Note: The following window will appear during the upgrade. 13. Once all desired options have been configured click Next. The mention of Survey Workbench Version 4. 11. Available – The amount of free space available. Click Next.0 to 5.

The Ready to install Survey Workbench dialog will appear.April 2010 Survey Workbench Enterprise Installing Survey Workbench window 14. Ready to install Survey Workbench dialog Click Install to start the installation of selected components. Page 16 of 37 .

Otherwise. Once a choice has been made on the check box. click Finish.Instructions for Upgrading from 4.3 April 2010 15. Survey Workbench Setup complete 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. it is recommended that the permissions listed in Section 5 be verified. Page 17 of 37 . 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. 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. If a problem occurs during the remaining installation process. The steps outlined in Section 4 will still need to be done in order to fully register the application with the new version.0 to 5. A window will appear with the message of a completed installation. Section 6 covers the steps needed inside the Administrative Portal.

If prompted. the schedule functionality will not work in Survey Workbench. Page 18 of 37 . Until the server is rebooted. please restart before continuing this installation procedure or the Vovici Service will not function correctly.April 2010 Survey Workbench Enterprise 16. 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.

Existing version 4 options. Options.3 April 2010 4. Page 19 of 37 .lic files will work with Survey Workbench version 5. It also controls which add-ons to the product that were purchased are accessible.0 to 5.lic file This is the license file for the application and is needed in order to access the application.Instructions for Upgrading from 4.

Survey Workbench Enterprise only verifies that the Windows account used to log on to 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).aspx) is accessed the Survey Workbench Enterprise login prompt will appear. http://servername/Community/login.April 2010 Survey Workbench Enterprise 5. Login fields 2. when the main application URL (for example. Windows Authentication – IIS handles the authentication of the user. Authentication and Permissions Once the machine has been restarted. Survey Workbench Authentication – The authentication process is handled by Survey Workbench Enterprise via users added under Manage Users in the Administrative Portal (or under “Administration – Users” inside the main application). Windows 2003 Server Permissions Survey Workbench Enterprise has two authentication modes: 1. No login screen to the application is displayed to the user. Both authentication modes still require the users to be added within Administrative Portal . These two authentication modes are displayed in more detail in the following sections. Using this authentication method. (assuming it was needed) the authentication mode to use to allow access to the application must be decided and configured inside IIS.Manage Users or within the application itself under Administration Users. Page 20 of 37 . Each of the two authentication modes has a different set of permissions that must be allowed in order for Survey Workbench Enterprise to function correctly.

Note: Most of the permissions listed below are requirements of the Windows Operating System. Select (to enable) Anonymous access. 3.Instructions for Upgrading from 4. Instead. the Microsoft IIS web server and Microsoft ASP. 5. To change an account being used. To Enable “Anonymous access” and disable “Integrated Windows authentication” in Microsoft IIS follow the steps below: 1.0.NET 2. but whatever account is used must have these minimum permissions in order for the application to function properly. Note: Integrated Windows authentication must be disabled inside IIS in order to attempt to log on to Survey Workbench Enterprise using Survey Workbench Authentication. 6.3 April 2010 Survey Workbench Authentication Anonymous access must be enabled inside IIS in order for Survey Workbench Authentication to function correctly. they must be applied manually in order for the application to function with Microsoft IIS and Microsoft ASP. Click the Directory Security tab. They are listed for your reference to speed the installation process and to aid troubleshooting. Click Edit. Click OK twice.0 in a Windows environment. Select Properties. Open Microsoft IIS.NET 2.3 installer has been run in order for Survey Workbench Authentication to function. Page 21 of 37 . Right-click the Community Virtual Directory.0 to 5. The accounts listed in most cases can be replaced with another account to align with the organization’s security standards. 2. 8. follow the instructions in the sections labeled “Determining the account…” list at the bottom of the Windows NTFS permissions chart. Deselect (to disable) Integrated Windows authentication. 4. The Survey Workbench Enterprise installer does not attempt to assign permissions due to security limitations encountered in most environments. 7. Vovici does not require any of the accounts listed below. Vovici is not responsible for any of the permissions assigned. Survey Workbench Authentication Permissions The following permissions must be assigned after the Survey Workbench Enterprise Version 5.

it cannot start the Application Pool inside IIS. Note: Microsoft IIS requires accounts used to run an Application Pool to be a member of the IIS_WPG group on the local server.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) ## .April 2010 Survey Workbench Enterprise Windows NTFS Permissions Network Service* Read List Read and Execute Full Control Full Control IIS_WPG# Read List Vovici Service** None Community Virtual Directory AppData Surveys Read List Read List Reports Temporary ASP. (This permission is a . Otherwise. The default value is C:/Windows/Temp.NET applications will not function. ### .NET Framework created directory and whatever account runs the Application Pool needs to have access to it. # .This is a Microsoft . Page 22 of 37 . . “Control Panel – System – Advanced” inside the “Environment Variables” tab under “System Variables”: it will be the TEMP variable. but this can be verified under. Otherwise.This directory is a Windows environment setting.NET Files## C:\Program Files\Vovici\Service Windows Temp Dir### Full Control Full Control None Read List N/A None Read List Read List Write (Modify) None N/A Read List Read and Execute None Read List Write Read * .See the section regarding Determining the account running the default Application Pool.NET requirement).

3. 5. This will force the permissions to all child objects under the directory in question. 2. Open either Windows Explorer or the My Computer icon.3 April 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. In some cases. 7. Select Properties. For example: Permissions set up the /vovici directory are only applied to the: /vovici/AppData directory However. child objects (files inside directories) are not allowed to receive permissions from the parent objects (directories). Note: It is advisable to verify that permissions have propagated down to files inside each of these directories for each account. Survey Workbench installation experts have on occasion only seen this work to the next layer of folders. Note: Microsoft IIS 6. 6. Locate the directory in question. Click on an existing account to see the currently permissions allowed and to change them by clicking Allow. In order to force this propagation inside the “Security” tab click “Advanced” and select the bottom check box. permissions will not always be applied to: /vovici/AppData/admin directory IIS Permissions Permissions Read Read Write Read Write Read Write Community Virtual Directory AppData Surveys Reports Page 23 of 37 .Instructions for Upgrading from 4. Right-click on it. 1. Click Security.0 supports the ability to right-click on virtual directories or subfolders in order to apply Windows NTFS permissions.0 to 5. 4. Use the Add button to add accounts not listed.

3. Right-click the Community Virtual Directory folder (specified during the original installation. Select Properties. On Windows 2003 Server. Please view our Online Help for more information. 6. Select the Identify Tab. 5. Please use the information listed above to determine the exact Application Pool. Page 24 of 37 . 5.April 2010 Survey Workbench Enterprise Determining the Application Pool Used by Survey Workbench Enterprise By default. Under “Anonymous access and authentication control. Open Microsoft IIS. Right-click the Web site that is being used to host Survey Workbench Enterprise. the Account that the Web Server runs as is typically IUSR_machinename or the IWAM_machinename account. Open Microsoft IIS. Record the Application Pool setting at the bottom of the page. Select Properties.0. 3. Survey Workbench Enterprise is run by the default Application Pool but this varies. 3. Select Properties.” click Edit. Both the IUSR and IWAM local machine accounts are included in the IIS_WPG account by Windows. Open Microsoft IIS. Right-click Default Application Pool. 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. The only exception is if the Now lightning bolt icon is clicked under List view inside Schedule Events. If IUSR_machinename is listed sometimes this is not used when Survey Workbench Enterprise is used. Record the username that is specified. Select the Web site that is being used to host Survey Workbench Enterprise. 2. 4. Click the “+” next to Application Pools. sometimes called Perseus) . the Account that the default Application Pool runs as is typically Network Service. This is the account that needs the permissions labeled for the Network Service account in the Windows Permissions column. 2. 6. Select the Directory Security Tab. 5. This can be checked by doing the following: 1. the IIS_WPG account is used in most scenarios instead of either of these accounts. 2. instead the IWAM_machinename account will be used by IIS. 1. The account actually used can be verified by doing the following: 1. Note: Please verify the username that is specified. Select the Virtual Directory tab. 4. Determining the Account that the Web Server Runs as in IIS In IIS. Determining the Account that Runs the Application Pool In IIS 6. 4.

Look for the Vovici Service. Windows Authentication Integrated Windows authentication must be enabled inside Microsoft IIS in order to attempt to log on to Survey Workbench Enterprise using Windows Authentication. 2. 6. Note: Please record the username that is specified. Open IIS. Click Edit. The account listed here must have the ability to start services on the local server otherwise.Instructions for Upgrading from 4.0 to 5. 4. 7.Config File for Windows Authentication Inside the Vovici root directory. Click the Directory Security tab. Edit the Web. 4. Page 25 of 37 . Select Properties. 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 Enterprise.config file also needs to be edited in order to support this authentication method. 3. Double-click (open) Services. Inside the Control Panel open Administrative Tools. This account needs the permissions specified under the column Vovici Services in order to open and close surveys. De-select (to disable) Anonymous access. Select the Login Tab. 5. the web. it is typically named Vovici Service and right-click it.config file must be found (this path was specified when the installer was run earlier in the process). 3. The web. the Vovici Service cannot be started. 5. Select Properties. Click OK twice. 2. 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. 8.3 April 2010 This can be checked by doing the following: 1. To Enable “Integrated Windows authentication” and disable “Anonymous access” in IIS follow the steps below: 1. Right-click the Community Virtual Directory. Select (to enable) Integrated Windows authentication.

Vovici is not responsible for any of the permissions assigned. the Microsoft IIS web server and Microsoft ASP.April 2010 Survey Workbench Enterprise Windows Authentication Permissions The following permissions must be assigned after the Survey Workbench Enterprise 5.NET 2. They are listed for your reference to speed the installation process and to aid troubleshooting. Note: Most of the permissions listed below are requirements of the Windows Operating System.NET Files## C:\Program Files\Vovici\Service Windows Temp Dir### Full Control Full Control None Read List N/A None Read List Read List Write (Modify) None N/A Read List Read and Execute None Read List Write Read * .0. The Survey Workbench Enterprise installer does not attempt to assign permissions due to security limitations encountered in most environments.NET 2. Page 26 of 37 .See the section regarding Determining the Account Running the Default Application Pool.0 in a Windows environment. they must be applied manually in order for the application to function with Microsoft IIS and Microsoft ASP.3 installer has been run in order for Survey Workbench Authentication to function. Instead. Windows (NTFS) Permissions Network Service* Read List Read and Execute Full Control Full Control Windows User Accounts# Read List Read List Read List Vovici Service** None Community Virtual Directory AppData Surveys Reports Temporary ASP. Vovici does not require any of the accounts listed below. To change an account being used. 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. follow the instructions in the sections labeled “Determining the account…” list at the bottom of the Windows NTFS permissions chart.

3. Write and Modify permissions might need to be assigned to these users over the AppData. ** 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. Note: Microsoft IIS 6. ## . ### . 1.In certain IIS configurations (for example when Impersonation is enabled) all the domain users that will access Survey Workbench Enterprise will need these permissions in order to access the product correctly. Use the Add button to add accounts not listed. Click Security. Otherwise. 2. Survey Workbench installation experts have on occasion only seen this work to the next layer of folders. In order to force this propagation inside the “Security” tab click “Advanced” and select the bottom checkbox.This is a Microsoft .0 supports the ability to right-click on virtual directories or subfolders in order to apply Windows NTFS permissions. The default value is C:/Windows/Temp.This directory is a Windows environment setting. 6. It is recommended that a group be created containing all these users under Control Panels – Administrative Tools – Computer Management – Local Users and Groups. “Control Panel – System – Advanced” inside the “Environment Variables” tab under “System Variables”: it will be the TEMP variable. Page 27 of 37 .NET requirement). Note: It is advisable to verify that permissions have propagated down to files inside each of these directories for each account. Note: In some cases.0 to 5. Select Properties. This will force the permissions to all child objects under the directory in question. Click on an existing account to see the currently permissions allowed and to change them by clicking Allow. Locate the directory in question. This will make assigning the permissions in Windows easier.NET Framework created directory and whatever account runs the Application Pool needs to have access to it. (This permission is a .3 April 2010 # . 4. but this can be verified under. In some cases. Surveys. 5. 7. but the group must be maintained every time a new user is added. and Reports subdirectories. Right-click on it. . child objects (files inside directories) are not allowed to receive permissions from the parent objects (directories).Instructions for Upgrading from 4.NET applications will not function. Open either Windows Explorer or the My Computer icon.

Click the “+” next to Application Pools. Select Properties. 4.April 2010 Survey Workbench Enterprise For example: Permissions set up the /vovici directory are only applied to the: /vovici/AppData directory However. Please use the information listed above to determine the exact Application Pool.0. 5. the Account that the default Application Pool runs as is typically Network Service. 2. 3. Record the Application Pool setting at the bottom of the page. Record the username that is specified. Right-click the Community Virtual Directory folder (specified during the original installation. sometimes called Perseus) . 4. Select the Virtual Directory tab. Survey Workbench Enterprise is run by the default Application Pool but this varies. 1. 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. Select the web site that is being used to host Survey Workbench Enterprise. Select Properties. 2. This can be verified by doing the following: 1. Select the Identify Tab. Right-click Default Application Pool. Open Microsoft IIS. This is the account that needs the permissions labeled for the Network Service account in the Windows Permissions column. 3. permissions will not always be applied to: /vovici/AppData/admin directory IIS Permissions Permissions Read Read Write Read Write Read Write Community Virtual Directory AppData Surveys Reports Determining the Application Pool used by Survey Workbench Enterprise By default. Open Microsoft IIS. Determining the Account that Runs the Application Pool In IIS 6. 6. 5. 6. Please view the Page 28 of 37 .

Double-click (open) Services. 3. This account needs the permissions specified under the column Vovici Services in order to open and close surveys. Note: Please record the username that is specified. Inside the Control Panel open Administrative Tools. Select the Login Tab.3 April 2010 Online Help for more information. The only exception is if the Now lightning bolt icon is clicked under List view inside Schedule Events.Instructions for Upgrading from 4. it is typically named Vovici Service and right-click it. 4.0 to 5. Select Properties. Look for the Vovici Service. 2. Page 29 of 37 . This can be checked by doing the following: 1. 5.

http://www. Survey Workbench Authentication The first time you run the Survey Workbench Enterprise installer. 7. Select Properties. Run Table Setup This section will handle synchronizing the database with the new functionality added to the product in Version 5. 4.3. In the Host Header Name enter localhost. 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 Enterprise Administrative Portal. in order to use localhost as a URL for a specific Web site. Depending on the authentication method designated in Section 5.com/community/login. a unique port needs to be assigned for localhost for that Web site. Use the following URL if you plan to access a local server for installation: http://localhost/community/admin/default. the Administrative Portal needs to be accessed by a localhost URL on the server itself. Click Add. 3. Existing data will not be migrated or touched by the upgrade process. Database changes will be limited to the addition of new columns to existing tables and a couple of new tables are added to the database. Step 7 above. not through a remote URL (e. Right-click the web site that is being used to host Survey Workbench Enterprise. Open Microsoft IIS. but any viable port that Microsoft IIS supports and is not currently in use will work. Using Local host on a Web Server Hosting Multiple Web Site In a web server hosting multiple web sites. replace community in the URL with the name of the virtual directory used. Select the Web Site Tab.. access to the Survey Workbench Enterprise Administration Portal will be different.0 is required to access the Survey Workbench Enterprise Administrative Portal. 2.server. 6. Enter 8080 for the TCP Port.0 or 7.aspx Note: If a virtual directory other than community was used in Section 3. Click OK. This example assumes the port will be 8080. Leave the IP Address (All Unassigned). 9. Click Advanced. 8. Page 30 of 37 .aspx). 5. Access Administrative Portal This section explains how to enter the URL in a web browser to access the Survey Workbench Enterprise Administrative Portal. 1.April 2010 Survey Workbench Enterprise 6. The steps below explain how to do this.g. Note: Internet Explorer 6. 10. This is by design and is intended as an extra security feature.

aspx Note: If a virtual directory other than community was used in Section B.Instructions for Upgrading from 4.aspx The administrator account. should be used for the login credentials. Step 7 above. Windows Authentication If Windows Authentication has been chosen. Please contact the Survey Workbench installation experts with any questions you may have.aspx Or via the server either locally or by remotely connecting to it: http://localhost/community/admin/default. This is by design and is intended as an extra security feature.3 April 2010 If accessed remotely. access can be from any machine but the log on to the machine will need to be a local administrator (Not a Domain Administrator) account on the Survey Workbench host application server. 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 after EFM Community Version 2. replace community in the URL with the name of the virtual directory used. The Administrative Portal will be accessible through the following URL: http://server/community/admin/default.1 Build 901 or later (earlier versions/builds did not have the ability for remote access) until the administrator account is enabled inside the Survey Workbench Enterprise Administrative Portal. Page 31 of 37 . the following URL should be used: http://server/community/default. originally configured when the application was first installed.0 to 5.

3.0 database structure to Version 5. the following message will appear: Db Script Successful Page 32 of 37 . A progress indicator will appear: Run Table Setup progress indicator Once this is completed. Note: This will create the new tables and modify existing tables to accept the Version 5.3 formatting. Under Connections. Note: This must be done before logging into the main part of application. Click Run Table Setup.3. 1. Click Configure.3 Follow the steps below to upgrade the existing Version 4. 2.April 2010 Survey Workbench Enterprise Update the Database to Version 5.

Access the Survey Workbench Enterprise Administrative Portal using the information presented in Section 6. Click Test. Click Workgroups. Click Publishing and make sure the information under the tab is correct. 9. 1. 12. Select the first Workgroup in the list.0 to 5. 11. Click Edit. Click Workgroups. 4. The following message should be displayed: 8. Page 33 of 37 .3 April 2010 7. 10. Click Test. Select the next Workgroup in the list. Click Mail and make sure the information under the tab is correct. 3. 5. 2. Configure and Test Workgroups This section tests the publishing paths and email connection to the SMTP Server work within the application. 6. Repeat steps 4 through 11 until all workgroups have been configured.Instructions for Upgrading from 4. 7.

Test Environment The migration process is complete and testing can be performed. 7. Click Manage Reports. Inside Schedule Events (formerly Deploy Survey) and under the New Menu select Open Survey.April 2010 Survey Workbench Enterprise 8. a. l. Click Manage Responses. e. Enter an e-mail address in the e-mail field and click OK. Note: Some survey types require that this be tested in Preview from Write Invitations. h. Confirm that existing Community Members are still present in the UI and have profile data. Note: All three of the following response counts should match: Data – number of responses in the Data section on the survey‟s home pane. Create a test survey via Surveys – Create New Survey (Select External Email List as the Respondent Source). Inside Write Invitations enter a Subject and place the cursor inside the body of the invite and under the Fields box click Survey URL. 4. j. Confirm that any custom Survey Templates appear under Library – Survey Templates. 3. Test publishing by clicking Publish under the Actions Bar. 6. 2. Export within Manage Responses – How many records are exported: please make sure that either Manage Responses has no filter applied or the export is done using the “No Filter” option. b. Check published URLs and see if the surveys can be accessed via a Web browser. g. as this will often lower the number of exported records. Test an export and see if the correct number of responses are displayed. Below is a recommendation of testing that can be done to ensure the migration was a success: 1. Click Select Participants and under the Actions Menu select Add Participant… d. Page 34 of 37 . Make sure all responses are visible. Manage Responses – The number of records displayed inside Manage Responses: please make sure that no filter is applied. Set the Start time to the next half hour period (Either the top of the hour such as 1:00 or the bottom of the hour 1:30). Check the survey after both time periods entered to confirm that the survey was: m. Set no Recurrence or Advanced options and click OK. Set no Recurrence or Advanced options and click OK. Set the Start time to the next half hour period after the Open Survey event was scheduled (Either the top of the hour such as 1:00 or the bottom of the hour 1:30). 5. k.” n. c. Attempt to create a new survey. Attempt to create some reports. First “Opened. Under the New Menu select Send Initial Invitation. i. Test existing surveys (Under Surveys in the main application attempt to access existing surveys from the list) . f. The initial invite was sent.

Page 35 of 37 . o Confirm that data exists for the profile members. under Manage Profile.0 to 5.Instructions for Upgrading from 4.3 April 2010 Click Community – Members. o Existing community members will be listed here. o Confirm that existing profiles are present. Click Profiles (accessed under the Community tab).

1 for example) cannot run in an application using the other version of ASP. 3. 2. Right-click the Web site that is being used to host Survey Workbench Enterprise. the installer did not address the issue of IIS Virtual Directory default documents. 2. Microsoft ASP.April 2010 Survey Workbench Enterprise 9.Net (v2.0.NET Framework Survey Workbench Enterprise only works with Version 2. this would have to be manually Page 36 of 37 .NET tab. 4. This meant that the virtual directory / web application created by the installer would inherit the properties of the parent Web site. 5.1 will not function.50727 in the ASP. 3. If both are installed on the Application Server inside Microsoft IIS.aspx file listed as one of the default documents.0 for example). Note: Both versions of Microsoft ASP.NET Framework 1.com/support/ IIS Default Documents In the past. Note: The path specified in the Local Path field ASP.NET (v1. Open Microsoft IIS.NET Framework. Select Properties. 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. Right-click the Community Virtual Directory. 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.50727 of the Microsoft ASP.1 by following the steps below: 1. A new Application Pool must be created to house one of the applications using the different version of ASP.NET version drop-down box. It also contains troubleshooting assistance (This is in addition to our installation experts). If the parent Web site did not have the default. Click the ASP. Open Microsoft IIS.0. Select Properties. Click OK.NET. Select 2. 6.vovici. Click the Home Directory tab. Applications using one version of ASP. it is possible to enable the Version 2.0.NET cannot be used on the same virtual directory. 4.50727 over the Version 1. It also provides information about best practices for the application: http://www.

In Version 5. the installer should explicitly add the default.Instructions for Upgrading from 4.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.3.3 April 2010 added by the user.0 to 5. Page 37 of 37 .