Vovici v4 Migration to v5 3

8/8/2019 Vovici v4 Migration to v5 3

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April 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 thephone number requested.

Or visitwww.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 formor 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 AmericaApril 2010
mailto:[email protected]:[email protected]://www.vovici.com/support/http://www.vovici.com/support/http://www.vovici.com/support/http://www.vovici.com/support/mailto:[email protected]


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Instructions for Upgrading from 4.0 to 5.3 April 2010

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

4. OPTIONS.LIC FILE ......................................................................................................................................... 19

5. AUTHENTICATION AND PERMISSIONS ......................................................................................................... 20

WINDOWS 2003SERVER PERMISSIONS ........................................................................................................................... 20

SURVEY WORKBENCH AUTHENTICATION........................................................................................................................... 21

Survey Workbench Authentication Permissions .................................................................................................. 21

Windows NTFS Permissions ................................................................................................................................ 22

Setting Windows Permissions ............................................................................................................................. 23IIS 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. CONFIGURE AND TEST WORKGROUPS......................................................................................................... 33

8. TEST ENVIRONMENT ................................................................................................................................... 34

9. APPENDIX .................................................................................................................................................... 36

DETERMINING THE WEB SERVER ROOT IN MICROSOFT IIS: ................................................................................................... 36

ASP.NETFRAMEWORK ................................................................................................................................................ 36

KNOWLEDGE BASE ....................................................................................................................................................... 36

IISDEFAULT DOCUMENTS.............................................................................................................................................. 36


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1. Migration from Survey Workbench EnterpriseVersion 4.0 to Version 5.3

Requirements

1. Survey Workbench Enterprise Version 4.0 should already be installed and operationalon the application server. Survey Workbench Enterprise Version 5.3 can onlyupgrade the database structure of Survey Workbench Enterprise Version 4.Performing a migration from a previous version such as Version 3.0 may cause

problems.

2. Windows Server 2000 and Microsoft SQL Server 2000 are no longer supported bySurvey Workbench Enterprise. You must upgrade to Windows Server 2003 and

Microsoft SQL Server 2005, respectively, in order for Survey Workbench EnterpriseVersion 5.3 to function. Version 5.3 has added support for Windows Server 2008

and Microsoft SQL Server 2008. Oracle requirements have not changed.

3. ASP.NET 2.0 Framework needs to be installed.Microsoft .NET Framework (Version 2.0.50727. EFM Community Version 2.2 and

earlier used Version 1.1 of the .NET Framework)o Available at:

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

acb-4362-4b0d-8edd-aab15c5e04f5

Note: On Windows Server 2003 and Windows Server 2008, ASP.NET 2.0

must be set to Allow under the Web Service Extensions in Microsoft IISin order for Survey Workbench Enterprise 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.

4. Hardware requirements for Vovici V5:http://vovici.com/downloads/commhelp/5_3/vovici_v5_sys_requirements.pdf

5. The software requirements for Vovici V5 can be found at the URL below:http://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htm

6. The following backups mustbe performed before the migration process begins:The physical directory where Survey Workbench Version 4.0 is installed.Typically, this is located at C:\Inetpub\wwwroot\Vovici

The existing database used by the application.
http://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5http://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5http://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5http://vovici.com/downloads/commhelp/5_3/vovici_v5_sys_requirements.pdfhttp://vovici.com/downloads/commhelp/5_3/vovici_v5_sys_requirements.pdfhttp://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htmhttp://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htmhttp://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htmhttp://vovici.com/downloads/commhelp/5_3/vovici_v5_sys_requirements.pdfhttp://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5http://www.microsoft.com/downloads/details.aspx?familyid=0856eacb-4362-4b0d-8edd-aab15c5e04f5


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Migration Tips:

1. The migration to Version 5.3 can only be done from Version 4. You must first updateor migrate from earlier versions to Version 4.0 before the migration can begin.

Please select from the applicable URLs below for documentation on how to do so:

Update from Version 2.0 or 2.1 to 2.2:http://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2

_gde.pdf

Migrate from Version 1.45 to 2.2:

http://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c_2_x.pdf

Migrate from Version 2.2 to 3.1:

http://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3_10.pdf

Update from Version 3.0 to 3.1:http://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_guide.pdf

Migrate from Version 3.1 to Version 4.0:http://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v

4.pdf

2. Existing Version 4.0 survey URLs will not change.Note: This was not the case between Version 1.45 and 2.x as a new surveyprocessor was introduced that changed the way URLs were built andaccessed.

3. Version 5.3 will continue to use the Survey Engine of 2.x, 3.x, and 4.x with someupdated code to support Version 5.3s new features.

4. Survey HTML will not be republished. Therefore, no custom edits of the HTML will belost.

5. There were no major fundamental changes to the data structure like there was inVersions 2.x and Version 3.1. This greatly speeds the migration process fromprevious migrations.

6. The ActiveX control for the Free Form Word Processor from Version 4.0 was changed.Therefore, a new version will need to be installed for Version 5.3.

7. Similar to Version 3.1 and Version 4.0, Vovici Enterprise Version 5.3s installer doesnot haveapply file permissions. In some cases, permissions need to be appliedmanually perSection 5of this document.

8. The existing Version 4.0 installer should not be uninstalled. The Version 5.3 installerwill over install the application.
http://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2_gde.pdfhttp://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2_gde.pdfhttp://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2_gde.pdfhttp://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c_2_x.pdfhttp://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c_2_x.pdfhttp://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c_2_x.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3_10.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3_10.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3_10.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_guide.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_guide.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_guide.pdfhttp://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v4.pdfhttp://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v4.pdfhttp://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v4.pdfhttp://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v4.pdfhttp://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v4.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_guide.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_guide.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3_10.pdfhttp://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3_10.pdfhttp://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c_2_x.pdfhttp://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c_2_x.pdfhttp://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2_gde.pdfhttp://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2_gde.pdf


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9. The Version 5.3 installer will now explicitly add the default.aspxfile as a defaultdocument inside IIS. In the past, the installer did not address the issue of IIS

Virtual Directory default documents. Please see theAppendixsection of thisdocument for more detailed information.


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2. Installation ProcessDownload New Survey Workbench Enterprise Version 5.3 file

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

1. In a Web browser, enter the following URL into the address field:http://vovici.com/downloads/comm/5_3/Vovici_Ent_5_3.htm.

2. Click Save (Steps 3, 4, and 5 refer specifically to Microsoft Internet Explorer andmay be different on other browsers).

3. Choose a local directory in which 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 Enterprise installation. Please contact them at

[email protected] assistance downloading and installing SurveyWorkbench Enterprise.
http://vovici.com/downloads/comm/5_3/Vovici_Ent_5_3.htmhttp://vovici.com/downloads/comm/5_3/Vovici_Ent_5_3.htmmailto:[email protected]:[email protected]:[email protected]://vovici.com/downloads/comm/5_3/Vovici_Ent_5_3.htm


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3. Running the InstallerOnce the installer has been downloaded, locate the file and follow the steps below to unzipit and begin the installation.

1. Double-click the installer (.MSI) file. Click Run to continue.Note: The following warning message may appear:

Click Run to continue

AlertDo 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 foundby 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 InstallationSpecialists and/or Technical Support staff discover which version of the software you areinstalling. 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 LicenseAgreement dialog.

End-User License Agreement dialog

Please read the license agreement and if it is acceptable, select theI accept theterms in the License Agreementcheck box option.


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5. Click Next.6. The Survey Workbench Setup page will appear.

Web Site and Application Name dialog

In theSelect the web site the application should be installed ondrop-down menu,

select the web site where the application is currently installed.

7. Enter the name currently used for the virtual directory inside Microsoft IIS for SurveyWorkbench Version 4.0 in 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: Clients who started with EFM Community Version 2.2 or earlier mostlikely have a default value of Perseus instead of Community. The old value

of Perseus could be used for the virtual directory. This will keep existing

survey URLs the same. Otherwise, in order for old URLs to work a re-directon the Perseus virtual directory pointing to the new Community virtual
http://servername/Communityhttp://servername/Communityhttp://servername/Community


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directory will be needed. This re-direct will not work with WorkgroupCommunity and External E-mail List surveys.

If this redirect is not done a re-publish of the survey inside the mainapplication, once the migration is completed, will change the URL used toaccess the survey. The survey will now use the new URL path (with

Community) to access the survey.

It is recommended that the old value ofPerseus be kept.

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

server.

8. Click Next.9. The Custom Setup dialog will appear:

Custom Setup dialog

Multiple options can be selected on this page.
http://servername/Perseushttp://servername/Perseushttp://servername/Perseus


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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 mainapplication.

Vovici Service Determines the installation options for the Vovici Servicethat 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 installedbecause 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 butone server, this will prevent any duplicate invitations from being sent out. 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 serviceon another server.

Please contact ourinstallation specialistsfor other information regarding themigration of Survey Workbench on a Web farm.

Note: In order to use the same physical directory as before, Browse must beclicked and the path specified; otherwise, the default value is:

C:/inetpub/wwwroot/vovici

If the default value is used for older clients who started with EFM Community Version

2.2 or earlier, the following subdirectories must be copied from the backup of thePerseus Virtual Directory into the new Survey Workbench physical directory.

\AppData

\surveys\reports

Note: This step must be completed if you want to proceed to the next step.

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

10.Click the icon ( ) next to its name to install one component or the other. Selectthe X icon to cancel installation of the component.

The following buttons (other than the three navigation buttons, Back, Next andCancel) 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:
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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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.The Survey Workbench window will appear:

Survey Workbench window

Click Upgrade in order for the installer to update the older Version 4.0 files toVersion 5.3.

13.Click Next.Note: The following window will appear during the upgrade. The mention of

Survey Workbench Version 4.0 refers to the un-installation of the existingSurvey Workbench Version 4.0 program files.


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Installing Survey Workbench window

14. The Ready to install Survey Workbench dialog will appear.

Ready to install Survey Workbench dialog

Click Install to start the installation of selected components.


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

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 Portalpage based on the information it receives from IIS. Section 6covers the stepsneeded inside the Administrative Portal.

The steps outlined inSection 4will still need to be done in order to fully register theapplication with the new version. Otherwise, the application will be installed in a trialstate 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 inSection 5but it is not required

since often Windows will retain the previous permission settings. If a problem occursduring the remaining installation process, it is recommended that the permissionslisted inSection 5be verified.

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


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16.If prompted, please restart before continuing this installation procedure or theVovici Service will not function correctly.

Restart system dialog

Note: A reboot of the server is required for the Vovici Service (this is aWindows 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 fileThis 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.

Existing version 4 options.lic files will work with Survey Workbench version 5.


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5. Authentication and PermissionsOnce the machine has been restarted, (assuming it was needed) the authentication mode touse to allow access to the application must be decided and configured inside IIS.

Windows 2003 Server Permissions

Survey Workbench Enterprise has two authentication modes:

1. Survey Workbench Authentication The authentication process is handled bySurvey Workbench Enterprise via users added under Manage Users in theAdministrative 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 WorkbenchEnterprise login prompt will appear.

Login fields

2. Windows Authentication IIS handles the authentication of the user. SurveyWorkbench Enterprise only verifies that the Windows account used to log on tothe computer itself was added to the list of authorized users under Manage Usersin the Administrative Portal (or under Administration Users inside the mainapplication). 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 beallowed in order for Survey Workbench Enterprise to function correctly. Both authenticationmodes 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 WorkbenchAuthentication to function correctly.

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

attempt to log on to Survey Workbench Enterprise using Survey WorkbenchAuthentication.

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 Enterprise Version5.3 installer has been run in order for Survey Workbench Authentication to function.

Note: Most of the permissions listed below are requirements of the WindowsOperating 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 organizations

security standards, but whatever account is used must have these minimumpermissions 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 Enterprise 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.NET2.0 in a Windows environment.


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Windows NTFS Permissions

Network

Service*

IIS_WPG# Vovici

Service**

Community VirtualDirectory

ReadList

Read andExecute

ReadList

None

AppData Full Control ReadList

ReadList

Surveys Full Control Read

List

Read

ListWrite

(Modify)

Reports Full Control ReadList

None

Temporary ASP.NETFiles##

Full Control N/A N/A

C:\ProgramFiles\Vovici\Service

None None ReadList

Read and Execute

Windows TempDir###

ReadList

Write

Read None

* - See the section regardingDetermining 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 regardingDetermining the Account that the Web Server Runs as

in IIS.

** See the section regardingDetermining 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.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 clickingAllow.

Note: It is advisable to verify that permissions have propagated down tofiles 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 thispropagation inside the Security tab click Advanced and select thebottom 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


Read

AppData Read

Write

Surveys Read

WriteReports Read

Write


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Determining the Application Pool Used by Survey Workbench Enterprise

By default, Survey Workbench Enterprise is run by the default Application Pool but thisvaries. 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 Enterprise.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 6.0, 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 IdentifyTab.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 Enterprise.3. Select Properties.4. Select the DirectorySecurityTab.5. UnderAnonymous access and authentication control, click Edit.

Note: Please verify the username that is specified. If IUSR_machinename islisted sometimes this is not used when Survey Workbench Enterprise 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 machineaccounts are included in the IIS_WPG account by Windows.

Determining the Account that the Vovici Service Runs as

The Vovici Service used by Survey Workbench Enterprise performs all the scheduledfunctions within the Schedule Events sectionof the main application. Please view our

Online Help for more information. The only exception is if the Now lightning bolt icon isclicked under List view inside Schedule Events.


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This can be checked by doing the following:

1. Inside the Control Panelopen 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 thepermissions 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.

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. The web.configfile 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:

To:

Note: Anonymous access must be disabled in order for Windows Authentication tofunction 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 Windowsdomain servers be checked in order for users to have access to all features

within Survey Workbench Enterprise.


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Windows Authentication Permissions

The following permissions must be assigned after the Survey Workbench Enterprise 5.3installer 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. Theyare 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 inmost cases can be replaced with another account to align with the organizations

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

permissions in order for the application to function properly. To change anaccount 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 Enterprise installer does not attempt to assign permissions due tosecurity limitations encountered in most environments. Instead, they must be applied

manually in order for the application to function with Microsoft IIS and Microsoft ASP.NET2.0 in a Windows environment.

Windows (NTFS) Permissions

NetworkService*

Windows UserAccounts#

Vovici Service**

Community Virtual

Directory

Read

ListRead and Execute

Read

List

None

AppData Full Control Read

List

Read

List

Surveys Full Control ReadList

ReadList

Write(Modify)

Reports Full Control ReadList

None

Temporary ASP.NETFiles##

Full Control N/A N/A

C:\Program

Files\Vovici\Service

None None Read

List

Read and ExecuteWindows Temp

Dir###

Read

List

Write

Read None

* - See the sectionregardingDetermining the Account Running the Default

Application Pool.


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# - In certain IIS configurations (for example when Impersonation is enabled) all thedomain users that will access Survey Workbench Enterprise will need these permissions inorder to access the product correctly.

## - This is a Microsoft .NET Framework created directory and whatever account runs theApplication Pool needs to have access to it. Otherwise, .NET applications will not function.

### - This directory is a Windows environment setting. (This permission is a .NETrequirement). 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. Thiswill make assigning the permissions in Windows easier, but the group must be maintained

every time a new user is added.

** See the section regardingDetermining the Account that the Vovici Service Runs as

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

Setting Windows Permissions

This section is not meant to replace Windows documentation but is intended as reference topeople 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 virtualdirectories 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 clickingAllow.

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

files inside each of these directories for each account. In some cases, childobjects (files inside directories) are not allowed to receive permissions from

the parent objects (directories). In order to force this propagation insidethe Security tab click Advanced and select the bottom checkbox. This

will force the permissions to all child objects under the directory inquestion. Survey Workbench installation experts have on occasion only

seen this work to the next layer of folders.


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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


Read

AppData Read

Write

Surveys ReadWrite

Reports ReadWrite

Determining the Application Pool used by Survey Workbench Enterprise

By default, Survey Workbench Enterprise 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 Enterprise.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 6.0, 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 IdentifyTab.6.

Record the username that is specified.

This is the account that needs the permissions labeled for the Network Service account inthe Windows Permissions column.

Determining the Account that the Vovici Service Runs as

The Vovici Service used by Survey Workbench Enterprise performs all the scheduledfunctions within the Schedule Events section of the main application. Please view the


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Online Help for more information. The only exception is if the Now lightning bolt icon isclicked under List view inside Schedule Events.

This can be checked by doing the following:

1. Inside the Control Panelopen 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 thepermissions specified under the column Vovici Services in order to open and

close surveys.


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6. Run Table SetupThis section will handle synchronizing the database with the new functionality added to theproduct in Version 5.3. 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.

Access Administrative Portal

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

Workbench Enterprise Administrative Portal.

Note: Internet Explorer 6.0 or 7.0 is required to access the Survey Workbench

Enterprise Administrative Portal.

Depending on the authentication method designated inSection 5,access to the SurveyWorkbench Enterprise Administration Portal will be different.

Survey Workbench Authentication

The first time you run the Survey Workbench Enterprise installer, the Administrative Portal

needs to be accessed by a localhost URL on the server itself, not through a remote URL(e.g., http://www.server.com/community/login.aspx).

Use the following URL if you plan to access a local server for installation:

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

Note: If a virtual directory other than communitywas used inSection 3, Step 7above,

replace communityin the URL with the name of the virtual directory used. Attempting toaccess this URL from a different computer by changing localhost to the servers name or

IP will fail on all initial installations performed until the administratoraccount is enabledinside the Survey Workbench Enterprise Administrative Portal. This is by design and

is intended as an extra security feature.

Using Local host 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 specificWeb site, a unique port needs to be assigned for localhost for that Web site. The stepsbelow explain how to do this. This example assumes the port will be 8080, but any viableport 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

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


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If accessed remotely, the following URL should be used:http://server/community/default.aspx

The administratoraccount, originally configured when the application was first installed,should be used for the login credentials.

Please contact the Survey Workbenchinstallation expertswith any questions you mayhave.

Windows Authentication

If Windows Authentication has been chosen, access can be from any machine but the log onto the machine will need to be a local administrator (Not a Domain Administrator) accounton the Survey Workbench host application server.

The Administrative Portal will be accessible through the following URL:http://server/community/admin/default.aspx

Or via the server either locally or by remotely connecting to it:http://localhost/community/admin/default.aspx

Note: If a virtual directory other than community was used in Section B, Step 7above, 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 servers name or IP will fail on all initial installations performed after EFM

Community Version 2.1 Build 901 or later (earlier versions/builds did not have theability for remote access) until the administrator account is enabled inside theSurvey Workbench Enterprise Administrative Portal. This is by design and is

intended as an extra security feature.
http://server/community/default.aspxhttp://server/community/default.aspxmailto:[email protected]:[email protected]:[email protected]://server/community/admin/default.aspxhttp://server/community/admin/default.aspxhttp://localhost/community/admin/default.aspxhttp://localhost/community/admin/default.aspxhttp://localhost/community/admin/default.aspxhttp://server/community/admin/default.aspxmailto:[email protected]://server/community/default.aspx


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Update the Database to Version 5.3

Follow the steps below to upgrade the existing Version 4.0 database structure to Version

5.3.

Note: This must be done before logging into the main part of application.

1. Click Configure.2. Under Connections.3. Click Run Table Setup.

Note: This will create the new tables and modify existing tables to acceptthe Version 5.3 formatting.

A progress indicator will appear:

Run Table Setup progress indicator

Once this is completed, the following message will appear:

Db Script Successful


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7. Configure and Test WorkgroupsThis section tests the publishing paths and email connection to the SMTP Server work within

the application.

1. Access the Survey Workbench Enterprise Administrative Portal using theinformation presented inSection 6.

2. 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.


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8. Test EnvironmentThe migration process is complete and testing can be performed. Below is arecommendation of testing that can be done to ensure the migration was a success:

1. Test existing surveys (Under Surveys in the main application attempt to accessexisting surveys from the list) .

2. Check published URLs and see if the surveys can be accessed via a Web browser.Note: Some survey types require that this be tested in Preview from WriteInvitations.

3. Click Manage Responses.Make sure all responses are visible.Test an export and see if the correct number of responses are displayed.

Note: All three of the following response counts should match:

Datanumber of responses in the Data section on the surveys home pane.

Manage Responses The number of records displayed inside Manage Responses:please make sure that no filter is applied.

Export within Manage Responses How many records are exported: please make

sure that either Manage Responses has no filter applied or the export is doneusing the No Filter option, as this will often lower the number of exportedrecords.

4. Click Manage Reports.Attempt to create some reports.

5. Attempt to create a new survey.a. Create a test survey via Surveys Create New Survey (Select External E-

mail List as the Respondent Source).b. Test publishing by clicking Publish under theActions Bar.c. Click Select Participants and under theActions Menu select Add Participantd. Enter an e-mail address in the e-mailfield and click OK.e. Inside Write Invitations enter a Subjectand place the cursor inside the body of

the invite and under the Fields box click Survey URL.

f. Inside Schedule Events (formerly Deploy Survey) and under the New Menu selectOpen Survey.

g. Set the Starttime to the next half hour period (Either the top of the hour such as1:00 or the bottom of the hour 1:30).

h. Set no Recurrence orAdvancedoptions and click OK.i. Under the New Menu select Send Initial Invitation.j. Set the Starttime to the next half hour period after the Open Surveyevent was

scheduled (Either the top of the hour such as 1:00 or the bottom of the hour1:30).

k. Set no Recurrence orAdvancedoptions and click OK.l. Check the survey after both time periods entered to confirm that the survey was:m. First Opened.n. The initial invite was sent.

6. Confirm that any custom Survey Templates appear under Library SurveyTemplates.

7. Confirm that existing Community Members are still present in the UI and have profiledata.


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Click Community Members.o Existing community members will be listed here.

Click Profiles (accessed under the Community tab).

o Confirm that existing profiles are present.o Confirm that data exists for the profile members, under Manage Profile.


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9. AppendixDetermining 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 Enterprise.3. Select Properties.4. Click the Home Directory tab.

Note: The path specified in the Local Path field

ASP.NET Framework

Survey Workbench Enterprise 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 ApplicationServer inside Microsoft IIS, it is possible to enable the Version 2.0.50727 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 2.0.50727 in theASP.NET version drop-down box.6. Click OK.

Note: Both versions of Microsoft ASP.NET cannot be used on the samevirtual 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 ofthe applications using the different version of ASP.NET.

Knowledge Base

Vovici has a Knowledge Base within our Vovici Customer Support Portal that containsvaluable 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:

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

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 thedefault.aspxfile listed as one of the default documents, this would have to be manually
mailto:[email protected]:[email protected]://www.vovici.com/support/http://www.vovici.com/support/http://www.vovici.com/support/mailto:[email protected]


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added by the user. In Version 5.3, the installer should explicitly add the default.aspxfile asa 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.


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