IBM SPSS Interviewer Setting up Data Entry Supervisor machines for Synchronization

Transcription

1 IBM SPSS Interviewer Setting up Data Entry Supervisr machines fr Synchrnizatin V e r s i n 1. 1 P a g e 1

2 Table f Cntents 1 Overview Create Data Entry Supervisr s ISA (aka DimensinNet) User Name using Registrar Data Entry Supervisr must change initial ISA passwrd received in 6 4 Assign prject(s) t Data Entry Supervisrs Lg int Interviewer n the Data Entry Supervisr s machine Register User Name Prjects set t synchrnize & assigned t this User Name thrugh Registrar will be synchrnized dwn & will appear in the Prject List Chse when t synchrnize assigned prjects dwn r cmpleted punched data back up t the central servers Trubleshting Change Cntrl V e r s i n 1. 1 P a g e 2

3 1 OVERVIEW The diagram belw represents the Data Entry wrkflw recmmended by IBM SPSS incrprating synchrnizatin. Essentially it is nly the Data Entry Supervisrs that wuld use synchrnizatin t: - Pull dwn Data Entry prgrams frm a central server nce the prgrams have been cmpleted r updated by DP - Push cmpleted r suspended punched data files (case data) back t the central server fr DP t extract the data themselves using DExTAp V e r s i n 1. 1 P a g e 3

4 2 CREATE DATA ENTRY SUPERVISOR S ISA (AKA DIMENSIONNET) USER NAME USING REGISTRAR This step needs t cmpleted nce nly fr each Supervisr Yu will need t decide wh wuld be best placed t perfrm this rle fr yur rganizatin It is recmmended that ne user name is created fr each Data Entry Supervisr machine Lg int Registrar at using ISA User Name & Passwrd T create a new user select the Venues tab and click the green plus sign N.B. If n Venues tab r + sign appears, please cnsult the trubleshting sectin V e r s i n 1. 1 P a g e 4

5 An Insert dialg bx will appear (see screensht belw) Name = Enter full name f new user Descriptin = DATA ENTRY SUPERVISOR COMPANY, LOCATION Field Service = Chse lcatin f Data Entry Supervisr N.B. If there is n apprpriate Field Service, please cnsult the trubleshting sectin Cmment = Leave blank r use t add useful infrmatin abut the Data Entry Supervisr Sigma Cde = Leave blank Lcatin = Input lcatin f Data Entry Supervisr UserName = New user s ISA User Name this needs t be unique & cntain n spaces Type = Cnnected = Enter address f new user. A cnfirmatin and initial passwrd will be sent t this address. Cnfirmatin = Re-enter address f new user Status = Open T create the new user within ISA hit the save buttn dialg bx at the bttm f the An will be sent t the address specified cntaining the initial passwrd The initial passwrd must be changed by the Data Entry Supervisr (see sectin 3 belw) V e r s i n 1. 1 P a g e 5

6 3 DATA ENTRY SUPERVISOR MUST CHANGE INITIAL ISA PASSWORD RECEIVED IN Open the link Lgin using the new ISA User Name and passwrd received in Fllw the prmpts t create a new passwrd (length minimum des apply) & hit Make Changes V e r s i n 1. 1 P a g e 6

7 4 ASSIGN PROJECT(S) TO DATA ENTRY SUPERVISORS Again yu will need t decide wh wuld be best placed t perfrm this rle fr yur rganizatin. Lg int Registrar at using ISA User Name & Passwrd EITHER select the PROJECTS tab (easiest fr assigning a prject t a number f interviewers) N.B. If n Prjects tab appears r required functinality is nt available, please cnsult the trubleshting sectin Lcate the required prject by typing in infrmatin in the search fields and clicking n the FILTER buttn Click n the required prject t pen the prject (see screensht belw) V e r s i n 1. 1 P a g e 7

8 In the VENUES sectin, hver ver the black triangle next t Venues t reveal mre ptins and click n Add N.B. If hvering ver the black triangle fails t reveal mre ptins, please cnsult the trubleshting sectin On the ADD VENUES page, a list f all available venues including Data Entry Supervisrs will appear. Use the filters t drill dwn t find the Data Entry Supervisr yu wish t assign the prject t, click the checkbx and hit the save buttn the bttm f the dialg bx at V e r s i n 1. 1 P a g e 8

9 OR select the VENUES tab (easiest fr assigning a Data Entry Supervisr t a number f prjects) N.B. If n Venues tab appears r required functinality is nt available, please cnsult the trubleshting sectin Lcate the required Prject by typing in infrmatin in the search fields and clicking n the FILTER buttn Select the required Data Entry Supervisr t pen the dialg bx belw In the PROJECTS sectin, hver ver the black triangle next t Prjects t reveal mre ptins and click n Add N.B. If hvering ver the black triangle fails t reveal mre ptins, please cnsult the trubleshting sectin On the ADD PROJECTS page, use the filters t drill dwn t find the required Prject(s), click the checkbx and hit the save buttn at the bttm f the dialg bx BEST PRACTICE TIP - Once data capture n a given prject has been cmpleted, remve it frm the Data Entry Supervisr venue the next time that the Data Entry Supervisr user is synchrnised it will send any data nt previusly sent and then archive the prject n the machine. V e r s i n 1. 1 P a g e 9

10 5 LOG INTO INTERVIEWER ON THE DATA ENTRY SUPERVISOR S MACHINE Technical Strategy and Slutins Open Interviewer, chse Nap-S r Sl-V frm the drpdwn next t Lgin t: and enter yur ISA (aka DimensinNet) credentials 6 REGISTER USER NAME Yu need t be cnnected t the internet fr this step This step needs t be dne nce fr each User Name n each machine Click Yes when the User Registratin dialg bx appears The user and machine will nw be registered and synchrnizatin will cmmence (see screensht belw) N.B. On any future synchrnizatins any questinnaires that had been punched but nt sent are always sent back first and by default all prjects will then be resynchrnised. Clse r minimize this screen t start Data Entry. V e r s i n 1. 1 P a g e 10

11 7 PROJECTS SET TO SYNCHRONIZE & ASSIGNED TO THIS USER NAME THROUGH REGISTRAR WILL BE SYNCHRONIZED DOWN & WILL APPEAR IN THE PROJECT LIST N.B. Fr any prjects that have been unassigned since last synchrnisatin, any questinnaires that had been punched but nt synchrnized are sent back first, the prject is then archived and remved frm the list N.B.If yur prject des nt appear n the list, having shwn as successfully synchrnized, clse this windw and repen by clicking n Prject List at the tp left side f the Interviewer windw V e r s i n 1. 1 P a g e 11

12 8 CHOOSE WHEN TO SYNCHRONIZE ASSIGNED PROJECTS DOWN OR COMPLETED PUNCHED DATA BACK UP TO THE CENTRAL SERVERS In rder fr Data Entry Supervisrs t be in cmplete cntrl f when synchrnizatin happens, it is strngly suggested that yu cnfigure Interviewer fr Manual Synchrnizatin Click n PROJECT LIST within Interviewer In the PROJECT LIST dialg bx click n Synchrnizatin Select Manual Synchrnizatin Select whether yu wuld like t Synchrnize All prjects r Synchrnize Selected t synchrnize nly thse prjects checked by yu Synchrnizatin will nw nly take place when yu click n Synchrnize Nw frm the Synchrnizatin menu within the Prject List dialg bx V e r s i n 1. 1 P a g e 12

13 9 TROUBLESHOOTING Technical Strategy and Slutins In the event f any technical issues relating t servers, please lg an incident with Kantar Operatins Supprt under the Dimensns CAPI area via 1) N VENUES tab r plus sign appears in Registrar T see the VENUES tab yur ISA User Name needs t have the VenueFullRights_ACTIVITY rle. Please lg an incident abut enhancing yur permissins with Kantar Operatins Supprt under the Registrar area via V e r s i n 1. 1 P a g e 13

14 2) N apprpriate FIELD SERVICE available t chse Please lg an incident abut adding a new FIELD SERVICE with Kantar Operatins Supprt under the Registrar area via 3) Unable t assign prjects t venues r venues t prjects in Registrar T be able t perfrm this functin yur ISA User Name needs t have the VenueAssignment_ACTIVITY rle. Please lg an incident abut enhancing yur permissins with Kantar Operatins Supprt under the Registrar area via V e r s i n 1. 1 P a g e 14

15 4) Unable t reveal ptins by hvering ver black triangle even after yur user permissins in Registrar have been enhanced Registrar will nt currently functin crrectly using Internet Explrer 8 unless Cmpatibility View is enabled frm Tls menu (see screensht belw) V e r s i n 1. 1 P a g e 15

16 5) Unable t find required prject within Registrar It is a Dimensins scripter s respnsibility t create an entry fr a prject with the assciated links within Registrar. If yur prject des nt appear, please ask yur Dimensins scripter t check the Registrar entry fr yur prject 6) Interviewer gives encrypt data errr belw then shuts dwn Encrypt lcal data is set t TRUE & this feature desn t wrk n a machine authenticating against a Kantar dmain server because n certificate fr Micrsft encryptin exists EITHER Dn t try t authenticate this machine against a Kantar dmain server OR G t the relevant lcatin listed belw: Windws7 - C:\PrgramData\IBM\SPSS\DataCllectin\6\Interviewer WindwsXP - C:\Dcuments and Settings\All Users\Applicatin Data\IBM\SPSS\DataCllectin\6\Interviewer Rename InterviewPlayer.cnfig t NnDmain_InterviewPlayer.cnfig Rename Dmain_InterviewPlayer.cnfig t InterviewPlayer.cnfig N.B. if the cnfig files listed abve are nt present, then refer t slutin 7) belw 7) Interviewer Lgin dialg bx desn t appear G t and save the required zip file t yur machine frm the ATTACHMENTS sectin n the right hand side f the KOnnect page. NnDmain_InterviewPlayer zip file - t be used n machines nt authenticating against a dmain cntrller - Encrypt lcal data set t TRUE Dmain_InterviewPlayer zip file - t be used n machines authenticating against a dmain cntrller - Encrypt lcal data set t FALSE Accrding t yur Operating System, extract the required cnfig file in the flder lcatin listed belw: Windws7 - C:\PrgramData\IBM\SPSS\DataCllectin\6\Interviewer WindwsXP - C:\Dcuments and Settings\All Users\Applicatin Data\IBM\SPSS\DataCllectin\6\Interviewer V e r s i n 1. 1 P a g e 16

17 8) User Name fails t register Check that yur machine is cnnected t the internet There may be an issue with a lcal prxy server blcking access, s try turning the prxy ff and trying again T d this pen Internet Explrer Click n the Tls tab Select Internet Optins and then the Cnnectins tab fllwed by the LAN Settings tab Remve the tick frm Use a prxy server fr yur LAN Click OK Clse the brwser and try again. 9) Synchrnisatin hanging r taking much lnger than usual Files may have becme lcked Clse the machine dwn and restart, since this will frequently release the blck and synchrnisatin will cmplete quickly If the abve desn t fix the issue then try the steps belw N.B. TO BE DONE ONLY BY SOMEONE WITH REASONABLE LEVEL OF COMPETENCE IN USE OF PCS Windws 7 Restart the machine and pen Windws Explrer Navigate t C:\Users\<username>\AppData\Raming\IBM\SPSS\DataCllectin\6\Intervi ewer\cnfig where <username> is the lgged n windws user N.B. if yu cannt see flder AppData yu will need t g int Cntrl Panel/Flder Optins/View and click n Shw hidden files and flders In the Cnfig flder delete the file SiteInf.xml and start Interviewer Yu will be prmpted t register the User Name again Windws XP Restart the machine and pen Windws Explrer Navigate t C:\Dcuments and Settings\<username>\Applicatin Data\SPSSInc\PASWDataCllectin\Interviewer\Cnfig where <username> is the lgged n windws user N.B. if yu cannt see flder Applicatin Data yu will need t g int Tls/Flder Optins/View and click n Shw hidden files and flders In the Cnfig flder delete the file SiteInf.xml and start Interviewer Yu will be prmpted t register the User Name again V e r s i n 1. 1 P a g e 17

18 10) Prject fails t synchrnize Use ISA (aka DimensinNet) t check that the prject has been set up by the scripter fr use with Interviewer Lcate yur prject within ISA & click n PROPERTIES. Yu may need t unlck the prject t be able t view the PROPERTIES Click n the PROPERTIES tab Check that the Prperty ismbile is set t TRUE If nt, cntact the Dimensins scripter and ask them t relaunch the script with the Is Interviewer checkbx ticked V e r s i n 1. 1 P a g e 18

19 11) System Lgs If yu are asked t supply system lgs r if reprting a prblem t Kantar Operatins Supprt it may save time t supply the lg files when lgging the incident Lgs can be fund in the fllwing lcatin and can be zipped Windws7 - C:\PrgramData\IBM\SPSS\DataCllectin\6\Lgs WindwsXP - C:\Dcuments and Settings\All Users\Applicatin Data\SPSSInc\Lgs 10 CHANGE CONTROL Change Summary Date Dc Change detail Versin Dcument Launch 01 Sep 2012 V1.0 Initial dcument launch Heading Frmatting 12 Jun 2013 V1.1 Mved t KOnnect template References t PHS Supprt remved in favur f Kantar Operatins Supprt V e r s i n 1. 1 P a g e 19