Installing Perseus SurveySolutions/EFM 1.4 for Windows 2000 (Microsoft Internet Information Services and Oracle Server) January 2006

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1 Installing Perseus SurveySolutions/EFM 1.4 for Windows 2000 (Microsoft Internet Information Services and Oracle Server) January 2006 For support, contact Perseus Technical Support at (781) , ext. 2 or use the web form located at: Please contact Perseus 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 Perseus Development Corporation Perseus Development Corporation. Perseus SurveySolutions is a registered trademark of Perseus Development Corp., all other company and product names are trademarks or registered trademarks of their respective holders. This Document Was Printed in the United States of America.

2 Table of Contents Setup... 3 Installing Prerequisites... 3 Installing SurveySolutions/EFM... 4 A. Download SurveySolutions/EFM B. Running the Installer... 5 C. Configuring Database Connections... 7 D. Managing User Accounts and Workgroups User Accounts Workgroups E. Installing the Survey Processor F. Configuring SurveySolutions/EFM Groups... 15

3 Setup SurveySolutions/EFM can be installed on a single server machine, or there can be a separate App server and a Web server. See the diagram below: A Database server must also be available to save the survey responses (The Database server can also be on the same machine as the App or Web servers). Before SurveySolutions/EFM can be installed, the database must be configured to give access to a new user. The user should have permission to create, update, and delete tables and rows in the database. Oracle9i ODBC Drivers for the database must be installed on the Web server Installing Prerequisites Perseus SurveySolutions/EFM requires the following applications to be installed on the App server that will host it. Note Perseus SurveySolutions/EFM will not function correctly unless both prerequisites are installed before continuing the SurveySolutions/EFM install process. Microsoft.NET Framework Available at : f d1e7cf3a3&displaylang=en ChartFX Available at:

4 Net62Prod Licensed users of Perseus SurveySolutions/EFM receive a ChartFX serial: it can be found in the Perseus license confirmation. Perl Interpreter Since the uncompiled Perl scripts are being used, Perl interpreter 5.7 or higher is needed (ActivePerl from is recommended), as are the Perl CGI and DBI modules, and a database driver. Installing SurveySolutions/EFM Please follow the steps below to install and configure SurveySolutions/EFM. Sections A through D should be performed on the machine that will serve as the App server. If a separate Web server exists, section E should be performed on that machine, otherwise it can also be performed on the App server. A. Download SurveySolutions/EFM 1.4 To being the installation process, please perform the following steps: 1. In a web browser, navigate to the following URL: 2. A username and password will be needed to download SurveySolutions/EFM. This is included with the Perseus license confirmation. Note Both the username and password are case sensitive. 3. Click Save (Steps 3, 4, and 5 refer specifically to Microsoft Internet Explorer and may be different on other browsers.) 4. Choose a local directory to save the installer in. Make a note of this directory. 5. Click Save to begin downloading the installer. Once the download is complete, proceed to the next section.

5 B. Running the Installer Once the installer has been downloaded, locate the file (SurveySolutionsEFM.exe) and follow the steps below to unzip it and begin the installation. 1. Double click on the file. 2. Click Setup to begin unzipping the file. 3. Once the files have been unzipped, the InstallShield Wizard will start. 4. Click Next on the first page. 5. This will display the License Agreement page. If it is acceptable, select the I accept the terms in the license agreement option. 6. Click Next. 7. Enter a User Name and Organization. 8. Set the installation for all users or the user that is currently logged in. 9. Click Next. 10. On the next step, the Destination Folder by default will be set to C:\Inetpub\wwwroot\Perseus\ If this is acceptable, click Next. Otherwise specify a different folder that is within the server's IIS web root directory. By default, the IIS web root directory is C:\Inetpub\wwwroot. Click here to check the web root in IIS 11. Select the website to create a Virtual Directory on from the dropdown list. Enter a name for the Virtual Directory. Ensure that the virtual directory name is not already in use as a web site name or virtual directory name on the server. Note that this directory will be the directory that users will access in order to use SurveySolutions/EFM For example, On the Product Options step choose either Windows Authentication (Active Directory) or SurveySolutions/EFM Authentication. Windows Authentication will use the Windows Active Directory as a list of valid users and passwords. If every user who will be using SurveySolutions/EFM is a member of the same domain, this is the optimal option. SurveySolutions/EFM Authentication is managed by the application itself: this is independent of any other application and the operating system. Note Users can still be imported from a Windows domain. The SurveySolutions/EFM Windows Service will be installed by default. It provides time-based services to users. Installing the service on multiple servers that are in a single web farm may result in duplicate invitations being sent and other issues in that line. Installing on only one server in the farm will prevent this. Please contact Perseus Technical Support for other information regarding the installation of SurveySolutions/EFM on a web farm. 13. Click Install on the last page. 14. Click Finish after installation is complete.

6 15. If prompted, please Restart before continuing this installation procedure or SurveySolutions/EFM will not function correctly.

7 C. Configuring Database Connections Once the machine has been restarted, enter the URL below in a web browser to access the SurveySolutions/EFM Administrative Portal. SurveySolutions/EFM administration, for security reasons, may only be performed as a system administrator (such as the Administrator user), and must be performed directly on the App server. Log on to the server directly, or use a remote terminal solution (such as Microsoft Windows Terminal Services), and access the following URL (There are no links in the product to the Administrative Portal; the URL must be entered manually). Note If a virtual directory other than perseus was used in Section B, Step 11 above, replace perseus in the URL with the name of the virtual directory used. Attempting to access this URL from a different computer by changing localhost to the server s name or IP will fail. This is by design and is intended as an extra security feature. Accessing the URL for the first time will display the Setup Database Connection page:

To configure the database connections, follow the steps below: 1. Step 1: Select the type of database server (Oracle). 2. Step 2: Enter the Name or IP address of the server.

8 To configure the database connections, follow the steps below: 1. Step 1: Select the type of database server (Oracle). 2. Step 2: Enter the Name or IP address of the server. Use localhost if the App and database servers are the same. 3. Step3: Enter the Port number used to access the database server. Oracle s default port is Step 4: Enter the Name of the database to store the survey data. This database will serve as the Master Connection. Note This database must be created manually and must exist before continuing. Please see the database server s documentation for details. 5. Step 5: Enter the User name to connect to the database. Note The user should have permission to create, update, and delete tables and rows in the database. 6. Step 6: Enter the user s password. 7. Step 7: Enter a name for the default workgroup. When using a one-workgroup license of SurveySolutions/EFM, all users will need to be members of this workgroup. 8. Click Setup

If the above information was correct, the SurveySolutions/EFM Administrative Portal will be displayed (See image below). If not, please re-check the settings and try again.

9 If the above information was correct, the SurveySolutions/EFM Administrative Portal will be displayed (See image below). If not, please re-check the settings and try again. Testing the tables in the Database Once the database connection has been setup, it is necessary to test the connection. These instructions begin at the SurveySolutions/EFM Administrative Portal: 1. Click Edit Connections 2. This will display all the database connections 3. Test each connection by clicking the icon 4. Finally, click the Run Table Setup button to run the table setup

10 D. Managing User Accounts and Workgroups User Accounts This section explains how to Manage User Accounts for users who will be accessing SurveySolutions/EFM. It is possible to: Add a User Import users Edit existing user information These instructions begin at the SurveySolutions/EFM Administrative Portal, which can be accessed via the URL used in Section C. (Completing the initial database setup in step C will automatically open this page.) Add a User 1. Click Manage Users. 2. For each user to be created: a. Click Add User b. Enter the following information: Step 1 is what the user will use to log in to SurveySolutions/EFM Step 2 is the name that will be displayed to other users when they are referring to that user, such as viewing the user s surveys, adding the user as a survey administrator, and inviting the user to a survey. Step 3 is the address that SurveySolutions/EFM will contact that user at with invitations and other survey notifications. Step 4a/4b are optional: leaving these fields blank will force users to change their passwords upon initial login. c. Click Add to confirm Import user accounts To import users from a Windows Active Directory domain, follow the steps below: 1. Click Import 2. Enter the domain to search, and specify the username and password of a user with permission to enumerate users in the domain (not necessarily the user to be added.) 3. A list of all users in the domain will be generated: check the box next to each user to be added to SurveySolutions/EFM. 4. Click Add Selected to add all checked users. Edit an Entry To modify an existing user entry, click the appropriate row in the user table. The existing information will appear in the Properties table. Make the necessary changes and click Save to save them.

11 Workgroups A Workgroup is a way to define collections of users that will want to collaborate in SurveySolutions/EFM. A user can quickly and easily share questionnaires and other data in his or her workgroup, allowing other users in the same workgroup to view, edit, and analyze the same data. Note This section only applies to multiple-workgroup licenses of SurveySolutions/EFM. A user must have a default workgroup in order to log in: usually, this is the first workgroup that a user is assigned to, though this may be changed in Manage Users. To change the workgroup a user sees on login, change the default workgroup for that user. Note A user may hold membership in more than one workgroup. These instructions begin at the SurveySolutions/EFM Administrative Portal, which can be accessed via the URL used in Section C. Completing the initial database setup in step C will automatically open this page. Follow the steps below to Create a workgroup: Note If you have a one-workgroup license of SurveySolutions/EFM, it is not possible to create additional workgroups. Users will still need to be added to the default workgroup before they will be able to log in to the system. 1. Click Edit Connections 2. Click Add Workgroup 3. Enter the name of the new workgroup Note Each additional workgroup must be created on a separate data space on the same database server as the Master Connection 4. Enter the user name and password of an account with permission to create, update, and delete rows and tables in that database. 5. Click Add Follow the steps below to Add and Remove users from a workgroup: 1. Click Manage Workgroups 2. Select the name of the workgroup to be modified. 3. The users will appear in the All Users box. 4. To Add users, move users from the All Users box to Workgroup Administrators and Workgroup Users to add users to the selected workgroup. A Workgroup Administrator has all of the privileges of a Workgroup User, but is always able to access the data of other users in the workgroup even if it has not been explicitly shared. 5. To Remove users, move users from the Workgroup Users and Workgroup Administrators box to the All Users box to remove users from the selected workgroup.

12 E. Installing the Survey Processor The next step involves installing the SurveySolutions/EFM Survey Processor on the Web Server. If the Web server and the App server are on the same machine simply perform the steps below. If they are on separate machines, please see the Note in Step Browse to the installation directory that was specified during the installation process in Section B, Step 10. By default, this is C:\Inetpub\wwwroot\Perseus 2. Locate the subfolder called dbscripts. 3. Within that subfolder select the pdcconfigureefm.pl file and click Copy from the Edit menu. 4. Next click Paste from the Edit menu to create a copy of the file. 5. Select the copy of the file and click Rename from the File menu. Rename the file to pdcconfigure6.pl 6. Copy the following files: pdcconfigureefm.pl perseusefm.pl pdcconfigure6.pl to any directory within IIS that is publicly accessible. Note If the Web server is separate, copy these files from the App server to the Web server The directory must have Scripts and Executables enabled. If no such directory exists, it must be created. If it is created outside of the web root (by default, C:\Inetpub\wwwroot) a virtual directory must be created in IIS that points to it. 7. The account that the web server runs will need to have Read and Execute permissions on the two script files. Click here to determine the account that the web server runs as 8. For a Windows 2003 Web Server, the following IIS Web Service Extensions need to be allowed: a. In IIS Manager, navigate to Web Service Extensions. b. Click the task Add a new web service extension c. Enter a descriptive Extension Name (such as "Perl CGI"), then enter the following string in the Required Files field: C:\Perl\bin\perl.exe "%s" %s As necessary, modify the path to the Perl executable on the selected system. if using perlis.dll instead of perl.exe enter the following string: C:\Perl\bin\perlis.dll As necessary, modify the path to the Perl executable on the selected system. s Note If the Perl CGI Extension and/or the Perl ISAPI Extension are listed under Web Service Extensions one of these can be used instead of adding a new web service extension. If pl files are associated with perl.exe then Allow the Perl CGI Extension. If.pl files are associated with perlis.dll then Allow the Perl ISAPI Extension d. Ensure Set extension status to Allowed is checked e. Click OK

13 9. Create a file named perseusefm.conf in the directory specified in Step 6 above. Grant Read and Write permissions for the file for the account that the web server runs as. 10. Browse to If the previous steps have been completed successfully, the license key page will be displayed. If it does not, ensure that the previous steps were carried out and then contact Perseus Technical Support for further assistance. 11. Enter the SurveySolutions/EFM license key and click Continue. a. The license key serves as the password for later configuration. 12. Fill out the required values: a. The SMTP server will be used to send out errors to the survey administrator if a survey encounters an error. b. The Error Reporting Level will determine what the user will see when an error is encountered. Leaving it on Normal will hide detailed information in the source of the error page: this is highly recommended. However, Detailed can be useful in troubleshooting problems with survey submission. c. Auto-creation of response tables is a convenience feature for users and is recommended if users have full control over survey creation. d. The Web Root directory is used to determine where published files will be found. For example: If the Web Root is: C:\Inetpub\wwwroot\ And a survey is named: surveyname.htm And the user publishes to: /surveys/surveynamet.htm The survey processor will expect to find that file in: C:\Inetpub\wwwroot\surveys e. The Survey Data Directory is where temporary files and some other data output will be stored. This directory must be created by the user, and the application user (IWAM_ followed by the machine name) must have full control over this directory. f. The default address is notified when a survey without an owner encounters an error, or for lower level processing errors that are not associated with a survey. g. The Login Page Title determines the title of the page that users will see on login, which is by default the title of bookmarks pointing to that page. 13. Click Save 14. The database configuration page will now be displayed:

14 15. Enter a Config ID that will be used to identify this particular connection to the database. Note Single Workgroup users are only allowed one connection to a database. For those users, the field will be set to default. 16. Select the appropriate vendor from the Database Vendor dropdown. (Oracle). 17. Specify the Oracle Home field. The Oracle Home Field is the path to where Oracle is installed. 18. Enter the name that points to the master database. Note Oracle9i ODBC Drivers for the database must be installed on the Web server. 19. The username and password should be the same username and password used when creating the master database connection in Section C, Steps 5 and 6 above. 20. Click Test Connection 21. If the settings are correct, a prompt to enter an Enterprise Portal Manager account will appear. This part of the installation is not required for EFM users. The browser may be closed at this point. To add additional Datasources to point to different tables, follow the steps below: 1. Browse to the URL in Step 6 above. 2. Enter the license key 3. Click Continue 4. Default through the next page by clicking Save 5. On the Datasources page, Click New 6. Enter required information for the new table for each workgroup s database.

15 F. Configuring SurveySolutions/EFM Groups 1. Log into SurveySolutions/EFM with an account that has Group Administrator as its security role, and is a member of every workgroup. Please see Section D for more information. a. The URL will, by default, be where MACHINENAME is the system name or fully-qualified domain name (such as of the server that EFM was installed on. 2. Click Group Administration 3. Click Configure Groups 4. Click the Publishing tab 5. Enter the path to the SurveySolutions/EFM survey processor, perseusefm.pl, into the Survey Processor Path field. Refer to Section E, Step 4 for assistance. Note This must be an absolute path that can be accessed by survey respondents, such as instead of 6. Enter a root path for the current workgroup s surveys as the Web Survey Location (the current workgroup is listed at the top of the page, i.e. you are working in the default Workgroup ) --- users may choose to publish into a subfolder of this. 7. Enter the database configuration ID for the current workgroup. See Section E, Step Confirm that the Local Publish Path exists and is readable and writable by the account that the web server runs as a. Alternatively, specify a UNC (SMB) share path or an FTP server name, account, and subfolder. b. In all cases, the folder pointed to by the publisher should be the same folder referred to by the Web Survey Location so that files uploaded/saved to that FTP server subfolder, network share, or local directory are accessible at the Web Survey Location URL. 9. Click the Mail tab 10. Enter the location of a SMTP (Simple Mail Transfer Protocol) server. 11. If the server is an open SMTP server, select None in the Authentication section. a. If the server requires authentication, choose the appropriate method of authentication and enter a username and password that can access the SMTP server. 12. Change the From Address to Other in order to have automatically-generated e- mails (including, but not limited to, invitations) always appear to be sent from the same address. By default, s will appear to be from the survey owner. 13. Change the Reply To Address to Other in order to have replies to automaticallygenerated s (including, but not limited to, invitations) always be directed to the same address. By default, replies will be directed to the survey owner. 14. Click Save Setup 15. Click Test Setup 16. Click the change workgroup button ( ) and repeat from step 2 for each workgroup.

16 At this point SurveySolutions/EFM 1.4 is completely configured and ready for use. Determining the web server root in IIS: The web server root can be checked under IIS by performing the following steps: 1. Open IIS 2. Right click the web site that is being used to host SurveySolutions 3. Select Properties 4. Click the Home Directory tab Note the path specified in the Local Path field 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 IIS 2. Right click the web site that is being used to host SurveySolutions 3. Select Properties 4. Select the Directory Security Tab 5. Under Anonymous access and authentication control click Edit Note the username that is specified.

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