Install Vovici Version 4 Guide Vovici v4. January 2009

Transcription

1 Install Vovici Version 4 Guide Vovici v4 January 2009

2 For installation support, please contact our Vovici installation experts at If phone support is requested an installation expert will call the phone number requested. Or visit: Please contact Vovici Technical Support if you believe any of the information shown here is incorrect. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of the Vovici Corporation. Copyright 2009 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 v Page 2 of 47

3 Table of Contents Install Vovici v4...5 Setup... 5 SQL Server Notes:...6 Oracle Notes:...6 Requirements... 7 A. Download new Vovici version 4.0 file... 8 B. Running the installer... 9 C. Options.lic file D. Authentication and Permissions Windows 2003 Server permissions...16 Vovici Authentication...17 Vovici Authentication Permissions I. Windows NTFS Permissions II. Setting Windows Permissions III. IIS Permissions IV. Determining the Application Pool used by Vovici v V. Determining the account that runs the Application Pool VI. Determining the account that the web server runs as in IIS VII. Determining the account that the Vovici Service runs as Windows Authentication...23 Edit the Web.Config File for Windows Authentication Windows Authentication Permissions I. Windows (NTFS) Permissions II. Setting Windows Permissions III. IIS Permissions IV. Determining the Application Pool used by Vovici v V. Determining the account that runs the Application Pool VI. Determining the account that the Vovici Service runs as E. Configuring Database Connections Access Administrative Portal...28 Setup Database Connection...30 F. Configure Default Workgroup G. System Options Connection...35 Resync tables Run Table Setup Mail Setup...35 Password Security...36 System Administrator...37 H. Add Additional Workgroups (optional) I. Create user accounts Manually adding a user account Import user account Import From Active Directory Web Services J. Test Environment Appendix: Determining the web server root in Microsoft IIS: ASP.NET Framework Knowledge Base Administrative Portal Guide Page 3 of 47

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5 Install Vovici v4 Please read the Setup and Requirements section before beginning the installation of Vovici v4. Setup Vovici v4 can be installed on a single server machine, or on a separate App Server (for handling survey design and survey reporting) and a Web Server (for handling survey submissions). This document only applies to an installation on a single server setup. For instructions regarding a multi-server setup please contact our installation experts at installefmc@vovici.com. See the sample diagram below: A Database Server is required that must also be available to save the survey responses (The Database Server can also be on the same machine that Vovici v4 is installed on, but is not recommended for performance reasons). Before Vovici v4 can be installed, the database must be configured with a user that should have permission to create, update, alter, and delete tables and rows in the database. Page 5 of 47

6 SQL Server Notes: 1. If dbdatareader and dbdatawriter Security Roles have been assigned to the account the ability to create tables must be added in order for the account to perform all needed database functions. 2. The account must use SQL Authentication in order to function. 3. Vovici v4 only works with the default instance. Named instances will not work. Oracle Notes: Assigning the Security Roles Create and Resource to a user generally contains the required permissions for our application. When running the Vovici v4 installer on the Application Server, the user must be logged into Windows as a Local Administrator account (Not a Domain Administrator) in order for the installer to be able to properly install all the necessary files. Page 6 of 47

7 Requirements The following requirements must be fulfilled before Vovici v4 can be installed. 1. Service Pack 1 for Windows 2003 Server must be installed and the server re-started before the installation of Vovici v4 can begin. 2. Vovici v4 is a.net application so ASP.NET 2.0 Framework needs to be installed on the server. Microsoft.NET Framework (version ) Available at : Note: On Windows 2003, ASP.NET 2.0 must be set to Allow under the Web Service Extensions in Microsoft IIS in order for Vovici v4 to function properly. Follow the steps below to achieve this: 1. Open Microsoft IIS 2. Click Web Service Extensions 3. Highlight ASP.NET Click Allow 3. Hardware requirements for Vovici V4: 4. The software requirements for Vovici v4 can be found at the URL below: This is in addition to the requirements and prerequisites listed earlier in this document. Page 7 of 47

8 A. Download new Vovici version 4.0 file To being the installation process, please perform the following steps: 1. In a web browser, navigate to the following URL: 2. Click Save (Steps 3, 4, and 5 refer specifically to Microsoft Internet Explorer and may be different on other browsers.) 3. Choose a local directory to save the installer in. 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 Vovici v4 installation. Please contact them at installefmc@vovici.com for assistance downloading and installing Vovici v4. Page 8 of 47

9 B. Running the installer Once the installer has been downloaded, locate the file and follow the steps below to unzip it and begin the installation. 1. Double click on the installer file. Note: The following warning message may appear: Click Run to proceed. 2. This will launch the Windows installer and the following start message will appear: Page 9 of 47

10 Note: The version of the Vovici v4 installer can be found by following the steps below. a. Right click on the file and click Properties b. Click Summary c. The version number is in the Comments field This is the version of the installer not the application itself and can help our Installation Specialists and/or Technical Support staff discover which version of the software is being installed. Note: Click Cancel at any time to stop the installation. 3. Click Next 4. This will display the License Agreement page. Page 10 of 47

11 Please read the license agreement and if it is acceptable, select the I accept the terms in the License Agreement option. 5. Click Next. 6. The Vovici V4 Setup page will appear: Page 11 of 47

12 In the Select the web site the application should be installed on dropdown select the web site where the application will be installed. 7. Enter the name for the virtual directory inside Microsoft IIS that will be used for Vovici v4 in the: This name will be part of the application URL box The default value is: Community So the URL to access the main application will be: Note: Ensure that the virtual directory name selected is not already in use by another application as a web site name or virtual directory name on the server. 8. Click Next. 9. The Custom Setup page will appear. Page 12 of 47

13 Multiple options can be selected on this page. On the top part of the window there is an option named Complete with a + next to it. Click the + sign to expose the following two components (Both of these options are installed by default): Vovici v4 This determines the installation options for the main application Vovici Service Determines the installation options for the Vovici Service that controls the scheduling feature within the main application. Note: The Vovici Service will be installed by default. It provides time-based services to users such as deployment of invitations, opening and closing of surveys, etc. It is highly recommended that the Vovici Service is installed because certain functions require this service to work properly. o Installing the service on multiple servers that are in a single web farm may result in duplicate invitations being sent. Although if the Vovici Service is disabled on all but one server this will prevent any duplicate invitations from being sent. This solution allows for a quick failover if the server running the Service goes down: simply enable the Vovici Service on one of the other servers and it will restore the functionality without the need of locating the installer and re-running it to install the service on another server. o Please contact our Installation Specialists for other information regarding the migration of Vovici v4 on a web farm. Selecting the text for either installation component will display how much disk space is taken up by it. Page 13 of 47

14 10. To toggle whether to install one component or the other click the icon ( ) next to its name. Select the X icon to choose not to install the component. The following buttons (other than the three navigation buttons, Back, Next and Cancel) are available on this page: Reset Used to return all options to the original default states. Disk Usage Click to open a page that displays the following information about every drive partition either physically connected to the computer and/or mapped over a network: Disk Size The total available disk space Available The amount of free space available Required How much disk space will be taken by the application 11. Once all desired options have been configured click Next 12. Click Install to start the installation of selected components. 13. Click Finish after installation is complete. 14. If prompted, please restart before continuing this installation procedure or Vovici v4 will not function correctly. Page 14 of 47

15 C. Options.lic file This file should be provided by the Vovici installation experts called options.lic. This file needs to be copied into the following directory before proceeding: Drive Letter:\pathto\Vovici\AppData The path for Drive Letter:\pathto\ should be the path to the root of the web site specified in Step 9 above. This is the license file for the application and is needed in order to access the application. It also controls which add-ons to the product that were purchased are accessible. Note: The Application Pool used by our application will need to be recycled in order for this file to be properly read. Page 15 of 47

16 D. Authentication and Permissions Once the machine has been restarted (assuming it was needed) the authentication mode to use to allow access to the application must be decided and configured inside IIS. Windows 2003 Server permissions Vovici v4 has two authentication modes: 1. Vovici authentication The authentication process is handled by Vovici v4 via users added under Manage Users in the Administrative Portal (or under Administration Users inside the main application). Using this authentication method, when the main application URL (for example: is accessed the Vovici v4 login prompt will appear. 2. Windows authentication IIS handles the authentication of the user. Vovici v4 only verifies that the Windows account used to log into the computer itself was added to the list of authorized users under Manage Users in the Administrative Portal (or under Administration Users inside the main application). No login screen to the application is displayed to the user. Each of the two authentication modes has a different set of permissions which must be allowed in order for Vovici v4 to function correctly. Both authentication modes still require the users to be added within Administrative Portal - Manage Users or within the application itself under Group Administration Manage Users. These two authentication modes are displayed in more detail below: Page 16 of 47

17 Vovici Authentication Anonymous access must be enabled inside IIS in order for Vovici Authentication to function correctly. Note: Integrated Windows authentication must be disabled inside IIS in order to attempt to login into Vovici v4 using Vovici Authentication. To Enable "Anonymous access" and disable "Integrated Windows authentication" in Microsoft IIS follow the steps below: 1. Open Microsoft IIS 2. Right click the Community Virtual Directory 3. Select Properties 4. Click the Directory Security tab 5. Click Edit 6. Select (to enable) Anonymous access 7. Deselect (to disable) Integrated Windows authentication 8. Click OK twice Page 17 of 47

18 Vovici Authentication Permissions The following permissions must be assigned after the Vovici v4.0 installer has been run in order for Vovici Authentication to function. Note: Most of the permissions listed below are requirements of the Windows Operating System, the Microsoft IIS web server and Microsoft ASP.NET 2.0. They are listed for your reference to speed the installation process and to aid troubleshooting. Vovici is not responsible for any of the permissions assigned. Vovici does not require any of the accounts listed below. The accounts listed in most cases can be replaced with another account to align with the organization s security standards, but whatever account is used must have these minimum permissions in order for the application to function properly. To change an account being used, follow the instructions in the sections labeled Determining the account list at the bottom of the Windows NTFS permissions chart. The Vovici v4 installer does not attempt to assign permissions due to security limitations encountered in most environments. Instead they must be applied manually in order for the application to function with Microsoft IIS and Microsoft ASP.NET 2.0 in a Windows environment. Page 18 of 47

19 I. Windows NTFS Permissions Network IIS_WPG# Service* Community Virtual Read Read Directory List List Read and Execute AppData Full Control Read List Surveys Full Control Read List Vovici Service** None None Read List Write (Modify) None Reports Full Control Read List Temporary Full Control N/A N/A ASP.NET Files## C:\Program Files\Vovici\Service Windows Temp Dir### None None Read List Read and Execute None Read List Write None * - See the section regarding Determining the account running the default Application Pool. Note: Microsoft IIS requires accounts used to run an Application Pool to be a member of the IIS_WPG group on the local server. Otherwise it cannot start the Application Pool inside IIS. # - See the section regarding Determining the account that the web server runs as in IIS. ** See the section regarding Determining the account that the Vovici Service runs as (On some servers Modify permissions might be needed for the Vovici Service to function properly) ## - This is a Microsoft.NET Framework created directory and whatever account runs the Application Pool needs to have access to it. Otherwise.NET applications will not function. ### - This directory is a Windows environment setting. (This permission is a.net requirement) The default value is: C:/Windows/Temp, but this can be verified under, Control Panel System Advanced inside the Environment Variables tab under System Variables : it will be the TEMP variable. Page 19 of 47

20 II. Setting Windows Permissions This section is not meant to replace Windows documentation but is intended as reference to people not familiar with applying Windows NTFS permissions. 1. Open either Windows Explorer or the My Computer icon Note: Microsoft IIS 6.0 supports the ability to right click on virtual directories or subfolders in order to apply Windows NTFS permissions. 2. Locate the directory in question 3. Right click on it 4. Select Properties 5. Click Security 6. Use the Add button to add accounts not listed 7. Click on an existing account to see the currently permissions allowed and to change them by clicking Allow Note: It is advisable to verify that permissions have propagated down to files inside each of these directories for each account. In some cases child objects (files inside directories) are not allowed to receive permissions from the parent objects (directories). In order to force this propagation inside the Security tab click Advanced and select the bottom checkbox. This will force the permissions to all child objects under the directory in question. Vovici 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 But permissions will not always be applied to: /vovici/appdata/admin directory III. IIS Permissions Community Virtual Directory AppData Surveys Reports Permissions Read Read Write Read Write Read Write Page 20 of 47

21 IV. Determining the Application Pool used by Vovici v4 By default Vovici v4 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 Vovici v4 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. V. 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 Identify Tab 6. Record the username that is specified. This is the account that needs the permissions labeled for the Network Service account in the Windows Permissions column. VI. 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 Vovici v4 3. Select Properties 4. Select the Directory Security Tab 5. Under Anonymous access and authentication control click Edit Note: Please verify the username that is specified. If IUSR_machinename is listed sometimes this is not used when Vovici v4 is used, instead the IWAM_machinename account will be used by IIS. On Windows 2003 Server the IIS_WPG account is used in most scenarios instead of either of these accounts. Both the IUSR and IWAM local machine accounts are included in the IIS_WPG account by Windows. Page 21 of 47

22 VII. Determining the account that the Vovici Service runs as The Vovici Service used by Vovici v4 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. This can be checked by doing the following: 1. Inside the Control Panel open Administrative Tools 2. Double-click (open) Services 3. Look for the Vovici Service, it is typically named Vovici Service and right click it 4. Select Properties 5. Select the Login Tab Note: Please record the username that is specified. This account needs the permissions specified under the column Vovici Services in order to open and close surveys. The account listed here must have the ability to start services on the local server otherwise the Vovici Service cannot be started. Page 22 of 47

23 Windows Authentication Integrated Windows authentication must be enabled inside Microsoft IIS in order to attempt to login into Vovici v4 using Windows Authentication. The web.config file also needs to be edited in order to support this authentication method. Edit the Web.Config File for Windows Authentication Inside the vovici root directory the web.config file must be found (this path was specified when the installer was run earlier in the process). The following line needs to be changed: <authentication mode="none" /> To: <authentication mode="windows" /> Note: Anonymous access must be disabled in order for Windows Authentication to function correctly. To Enable "Integrated Windows authentication" and disable "Anonymous access" in IIS follow the steps below: 1. Open IIS 2. Right click the Community Virtual Directory 1. Select Properties 2. Click the Directory Security tab 3. Click Edit 4. De-select (to disable) Anonymous access 5. Select (to enable) Integrated Windows authentication 6. Click OK twice Note: Some networks require that Digest Authentication for Windows domain servers be checked in order for users to have access to all features within Vovici v4. Page 23 of 47

24 Windows Authentication Permissions The following permissions must be assigned after the Vovici v4 installer has been run in order for Vovici Authentication to function. Note: Most of the permissions listed below are requirements of the Windows Operating System, the Microsoft IIS web server and Microsoft ASP.NET 2.0. They are listed for your reference to speed the installation process and to aid troubleshooting. Vovici is not responsible for any of the permissions assigned. Vovici does not require any of the accounts listed below. The accounts listed in most cases can be replaced with another account to align with the organization s security standards, but whatever account is used must have these minimum permissions in order for the application to function properly. To change an account being used, follow the instructions in the sections labeled Determining the account list at the bottom of the Windows NTFS permissions chart. The Vovici v4 installer does not attempt to assign permissions due to security limitations encountered in most environments. Instead they must be applied manually in order for the application to function with Microsoft IIS and Microsoft ASP.NET 2.0 in a Windows environment. Page 24 of 47

25 I. Windows (NTFS) Permissions Network Service* Windows User Accounts# Community Virtual Read Read Directory List List Read and Execute AppData Full Control Read List Surveys Full Control Read List Vovici Service** None None Read List Write (Modify) None Reports Full Control Read List Temporary Full Control N/A N/A ASP.NET Files## C:\Program Files\Vovici\Service Windows Temp Dir### None None Read List Read and Execute None Read List Write None * - See the section regarding Determining the account running the default Application Pool. # - In certain IIS configurations (for example when Impersonation is enabled) all the domain users that will access Vovici v4 will need these permissions in order to access the product correctly. ## - This is a Microsoft.NET Framework created directory and whatever account runs the Application Pool needs to have access to it. Otherwise.NET applications will not function. ### - This directory is a Windows environment setting. (This permission is a.net requirement) The default value is: C:/Windows/Temp, but this can be verified under, Control Panel System Advanced inside the Environment Variables tab under System Variables : it will be the TEMP variable. Note: In some cases Write and Modify permissions might need to be assigned to these users over the AppData, Surveys and Reports subdirectories. It is recommended that a group be created containing all these users under Control Panels Administrative Tools Computer Management Local Users and Groups. This will make assigning the permissions in Windows easier, but the group must be maintained every time a new user is added. ** See the section regarding Determining the account that the Vovici Service runs as (On some servers Modify permissions might be needed for the Vovici Service to function properly) Page 25 of 47

26 II. Setting Windows Permissions This section is not meant to replace Windows documentation but is intended as reference to people not familiar with applying Windows NTFS permissions. 1. Open either Windows Explorer or the My Computer icon Note: Microsoft IIS 6.0 supports the ability to right click on virtual directories or subfolders in order to apply Windows NTFS permissions. 2. Locate the directory in question 3. Right click on it 4. Select Properties 5. Click Security 6. Use the Add button to add accounts not listed 7. Click on an existing account to see the currently permissions allowed and to change them by clicking Allow Note: It is advisable to verify that permissions have propagated down to files inside each of these directories for each account. In some cases child objects (files inside directories) are not allowed to receive permissions from the parent objects (directories). In order to force this propagation inside the Security tab click Advanced and select the bottom checkbox. This will force the permissions to all child objects under the directory in question. Vovici 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 But permissions will not always be applied to: /vovici/appdata/admin directory III. IIS Permissions Community Virtual Directory AppData Surveys Reports Permissions Read Read Write Read Write Read Write Page 26 of 47

27 IV. Determining the Application Pool used by Vovici v4 By default Vovici v4 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 Vovici v4 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. V. 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 Identify Tab 6. Record the username that is specified. This is the account that needs the permissions labeled for the Network Service account in the Windows Permissions column. VI. Determining the account that the Vovici Service runs as The Vovici Service used by Vovici v4 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. This can be checked by doing the following: 1. Inside the Control Panel open Administrative Tools 2. Double-click (open) Services 3. Look for the Vovici Service, it is typically named Vovici Service and right click it 4. Select Properties 5. Select the Login Tab Note: Please record the username that is specified. This account needs the permissions specified under the column Vovici Services in order to open and close surveys. Page 27 of 47

28 E. Configuring Database Connections The Vovici v4 Administrative Portal is where the application will create the necessary table structure in the database needed to carry out its functions. Access Administrative Portal This section explains how to enter the URL in a web browser to access the Vovici v4 Administrative Portal. Note: Internet Explorer 6.0 or 7.0 is required to access the Vovici v4 Administrative Portal. Depending on the authentication method designated in Section D access to the Vovici v4 Administration Portal will be different: Vovici Authentication The first time the Vovici v4 installer is run it is required that access be made on the server that Vovici v4 is installed on or by remotely connecting to it. The Administrative Portal will be accessed through the following URL: Note: If a virtual directory other than community was used in Section B, Step 7 above, replace community in the URL with the name of the virtual directory used. Attempting to access this URL from a different computer by changing localhost to the server s name or IP will fail on all initial installations performed until the administrator account is enabled inside the Vovici v4 Administrative Portal. This is by design and is intended as an extra security feature. Using Localhost on a Web Server Hosting Multiple Web Site In a web server hosting multiple web sites, in order to use localhost as a URL for a specific web site, a unique port needs to be assigned for localhost for that web site. The steps below explain how to do this. This example assumes the port will be 8080, but any viable port that Microsoft IIS supports and is not currently in use will work. 1. Open Microsoft IIS 2. Right click the web site that is being used to host Vovici v4 3. Select Properties 4. Select the Web Site Tab 5. Click Advanced 6. Click Add 7. Leave the IP Address (All Unassigned) 8. Enter 8080 for the TCP Port 9. In the Host Header Name enter localhost 10.Click OK After the initial setup is configured usage of the administrator account to access the Vovici v4 Administrative Portal remotely will be enabled. Page 28 of 47

29 Windows Authentication If Windows Authentication was chosen access can be from any machine but the login to the machine will need to be a local administrator (Not a Domain Administrator) account on the Vovici v4 host application server. The Administrative Portal will be accessed through the following URL: Or via the server either locally or by remotely connecting to it: Note: If a virtual directory other than community was used in Section B, Step 7 above; replace community in the URL with the name of the virtual directory used. Page 29 of 47

30 Setup Database Connection The first time the Administrative Portal is access it will load the Setup Database Connection page: To configure the database connections, follow the steps below: 1. Step 1: Select the type of database server. Note: Please see the database notes listed in the Setup section listed above. 2. Step 2: Enter the Name or IP address of the database server. If the application and database servers are on the same machine you can use localhost. 3. Step 3: Enter the Port number used to access the database server. Page 30 of 47

31 4. 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. Oracle Note: The Service Name must be entered during this step. 5. Step 5: Enter the User name to connect to the database. Note: This user should have permission to create, update and delete tables and rows in the database. Some recommendations are listed in the Setup section above. 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 Vovici v4, all users will need to be members of this workgroup. Note: Please record the name of this Workgroup. If a problem occurs during the installation of Vovici v4, this information will be needed to properly re-connect the Vovici v4 application with the database. 8. Click Setup A prompt will appear to select a password for the System Administrator account (Username will always be and cannot be edited: administrator). This account can be used after the initial setup is finished to access the Vovici v4 Administrative Portal remotely, bypassing the need to access it via a localhost URL. Note: The System Administrator account cannot access the main application. This is by design and is intended as a security feature. Note: If the System Administrator account s password is ever lost the Administrative Portal can still be accessed without a password by using a localhost URL as listed above. If the password prompt for the System Administrator account does not appear, please recheck the settings and try again. Typically a message will appear in the ToolTip at the bottom of the page: Page 31 of 47

32 Once the System Administrator s account password has been provided the Administrative Portal s Dashboard will appear: Page 32 of 47

33 F. Configure Default Workgroup 1. Click Manage Workgroups 2. Select the first workgroup 3. Click Edit 4. There already will be a name for the workgroup as entered in Setup Database Connection Section in Step 7. Note: The description field is optional 5. Leave the Portal URL blank, this is for the Community Builder add-on product. 6. Click Publishing (This tab defines the publishing options used to post the HTML content to survey takers): a. Survey Engine Path This value should be defaulted to the se.ashx script (the Survey Engine) located inside the Virtual Directory specified in Section B Step 7. If the value is not present enter the full http path to the se.ashx script b. Web Survey Location This is the full HTTP path to the root directory for the workgroup s surveys. It should have an auto-filled value. Note: At the end of this path is the Workgroup ID listed under the Workgroups tab in the Administrative Portal. Each workgroup publishes content to a separate directory. The Survey Engine uses this to find the survey for a particular workgroup. An example would be (this assumes the Workgroup s ID value is ): c. Publish To (This setting defines how the survey content viewed by survey takers reaches the server): Local Web Server This is the default publishing option. It should automatically have the path to reach the Web Survey Location setting listed above. Network Share A network share could be used to publish the workgroup s survey content. Remote FTP Server An alternative publishing method that uses a non secure FTP setting to publish content. Workgroups using this publishing method will not be able to use the Edit Survey HTML feature within Vovici v4. Note: In all cases, the folder pointed to by the publishing settings (Publish To) 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 d. Click Test e. A tooltip message should appear confirming that the publishing setting passed. 7. Click Mail a. Enter the location of a SMTP server (Simple Mail Transfer Protocol). Page 33 of 47

34 b. Specify the Port used by the SMTP server. c. Enter the Time Out in number of seconds for the SMTP server. 60 seconds is the default setting and should work in most environments. d. If the server is an open SMTP server, select None in the Authentication section. If the server requires authentication, choose the appropriate method of authentication and enter a username and password that can access the SMTP server. e. Select the From Address setting to use for survey invitations. The default value is Survey Author: Survey Author The From Address for each survey will default to the address of the owner of the survey. List Enter addresses into a list that can be selected in Write Invitations within the main application. This is useful if it is desired that the invitation be see as sent from an address of someone who is not a user in the application. f. Select the Reply To Address setting to use as the reply address for survey invitations. The default value is Survey Author: Survey Author The Reply To Address for each survey will default to the address of the owner of the survey. Other Enter a default address that will be used as the reply to address for all surveys invitations. This is useful if it is desired that all replies to survey invitations be sent to a specific address (most useful if an alias is used with multiple people handling the replies). g. Enter the System From Address this is used for all system wide message sent out, such as lost password requests. h. Click Test i. A tooltip message should appear confirming that the mail settings passed. 8. Click License a. Ensure that all potential features are checked. If a purchased feature is not grayed out, please make sure that the options.lic file provided by installefmc@vovici.com alias has been placed in the \vovici\appdata directory 9. Click OK to save the changes Page 34 of 47

35 G. System Options System Options are used to define multiple global settings for the Vovici v4 environment. These settings are: Update and test the database connection and verify that the table structure in the database matches the current installation base settings for the Triggers feature. Define the security level required for user accounts' passwords. Assign a password for the "Administrator" account that allows for remote access of the Vovici v4 Administrative Portal. Connection This tab is used to resync the database tables with the existing installed code of the application, along with testing the connection to the database or the database or editing the connection information. There is an option to clear the connection information to the database as well. Resync tables Run Table Setup This option will connect to the database and verify that all the required tables exist in the database and have the proper data columns. a. From the Dashboard Tab click System Options b. Click Connection c. Click Run Table Setup Note: Even though the initial database information has been configured it is recommended to perform this step now. Mail Setup Assign the settings for the Survey Engine to use, when the Triggers feature is used with the EFM Community application. 1. From the Dashboard Tab click System Options 2. Click Mail Setup 3. Enter the SMTP Server: Defines the (outgoing) server used 4. Enter the SMTP Port: Specify the SMTP port for the SMTP server specified (On most SMTP servers this is 25). 5. Enter the SMTP Time Out: The time in seconds that EFM Community will wait for a response from the SMTP server (By default this value is usually 300). 6. Authentication - Define whether Authentication is used when sending via the SMTP Server specified or if Authentication is required. There are three options: a. None - Select if no Authentication is required. b. Auth Login - A method of Authentication that passes the username and password encrypted via base-64 encryption. c. CRAM-MD5 - A method of Authentication used by LDAP servers. The password is encrypted using the MD5 algorithm. 7. (Optional: Only entered if step 5 had either Auth Login or CRAM-MD5 selected) a. Account - Enter the Account to use during Authentication b. Password - Enter the Accounts password during Authentication Page 35 of 47

36 8. Invitations per Interval - Define the maximum number of invitations that can be sent out per the interval. The Interval is defined in the next field. This applies to all surveys in every Workgroup in the environment. This setting will vary from environment to environment as different hardware and network set configurations can radically affect the realistic upward limit on the number of invitations sent. 9. Interval (in minutes) Definite how many minutes makes up the interval period per sending of invites. Note: If 0 is entered for both values no limitation is in place and the application will attempt to send all invites to all participants specified under Select Participants. Password Security Determine the security level of the passwords for all user accounts inside the Vovici v4 system. Require Strong Password - Force new passwords entered inside the Vovici v4 to fulfill three of the following five criteria: a. lowercase b. uppercase c. numbers d. punctuation - Examples include,.!'":; e. Unicode So a password of: T3stP2s5 would fulfill three of the five criteria. Since the password has a three lowercase letters, two capital letters and three numbers. As would a password of: t,st9a5s This is a valid strong password since it contains 5 lowercase letters two numbers and one punctuation character. Minimum Password Length (Characters) - Determine the shortest possible password for all user accounts. Note: If the application is configured to use Windows Authentication instead of Vovici Authentication the accounts will not have their passwords verified. Only the existence of the user name is checked by the application. This is done because we assume that the account has been verified by Windows when they logged into their computer. This setting is enabled inside IIS as noted in the Section C of this guide. Note: Accounts with already existing passwords will be ignored if changes are made to these first two security settings until their password is reset either through the Administrative Portal or by the user themselves. The last option however is applied to already existing users. Page 36 of 47

37 Maximum Password Age (Days) - Determine the longest a password can be maintained within the application before the user is prompted for a new password. The default value is 120 days but this can be modified. Select the desire settings and when you are done click Save to record them. System Administrator Assign the password for the "administrator" user in order to access Vovici v4's Administrative Portal remotely under the System Administrator tab. This is useful if the password for the administrator account has been lost. If the Administrative Portal is accessed via a localhost URL as covered in the Access the Administrative Portal section of this guide the information below can be used to reset the password: 1. From the Dashboard Tab click System Options 2. Click System Administrator 3. Enter the new password for the administrator account 4. Confirm the password 5. Click Save to enable the new password. Page 37 of 47

38 H. Add Additional Workgroups (optional) If more than one workgroup was purchased for Vovici V4 please follow the steps below to add an additional workgroup. 1. Click Manage Workgroups 2. Click Add Workgroup 3. Enter the name of the new workgroup Note: The description field is optional 4. Leave the Portal URL blank, this is for the Community Builder add-on product. 5. Click Publishing (This tab defines the publishing options used to post the HTML content to survey takers): a. Survey Engine Path This value should be defaulted to the se.ashx script (the Survey Engine) located inside the Virtual Directory specified in Section B Step 7. If the value is not present enter the full http path to the se.ashx script b. Web Survey Location This is the full HTTP path to the root directory for the workgroup s surveys. It should have an auto-filled value. Note: At the end of this path is the Workgroup ID listed under the Workgroups tab in the Administrative Portal. Each workgroup publishes content to a separate directory. The Survey Engine uses this to find the survey for a particular workgroup. An example would be (this assumes the Workgroup s ID value is ): c. Publish To (This setting defines how the survey content viewed by survey takers reaches the server): Local Web Server This is the default publishing option. It should automatically have the path to reach the Web Survey Location setting listed above. Network Share A network share could be used to publish the workgroup s survey content. Remote FTP Server An alternative publishing method that uses a non secure FTP setting to publish content. Workgroups using this publishing method will not be able to use the Edit Survey HTML feature within Vovici v4. Note: In all cases, the folder pointed to by the publishing settings (Publish To) 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 d. Click Test e. A tooltip message should appear confirming that the publishing setting passed. 6. Click Mail a. Enter the location of a SMTP server (Simple Mail Transfer Protocol). b. Specify the Port used by the SMTP server. Page 38 of 47

39 c. Enter the Time Out in number of seconds for the SMTP server. 60 seconds is the default setting and should work in most environments. d. If the server is an open SMTP server, select None in the Authentication section. If the server requires authentication, choose the appropriate method of authentication and enter a username and password that can access the SMTP server. e. Select the From Address setting to use for survey invitations. The default value is Survey Author: Survey Author The From Address for each survey will default to the address of the owner of the survey. List Enter addresses into a list that can be selected in Write Invitations within the main application. This is useful if it is desired that the invitation be see as sent from an address of someone who is not a user in the application. f. Select the Reply To Address setting to use as the reply address for survey invitations. The default value is Survey Author: Survey Author The Reply To Address for each survey will default to the address of the owner of the survey. Other Enter a default address that will be used as the reply to address for all surveys invitations. This is useful if it is desired that all replies to survey invitations be sent to a specific address (most useful if an alias is used with multiple people handling the replies). g. Enter the System From Address this is used for all system wide message sent out, such as lost password requests. h. Click Test i. A tooltip message should appear confirming that the mail settings passed. 7. Click License a. Ensure that all potential features are checked. If a purchased feature is not grayed out, please make sure that the options.lic file provided by installefmc@vovici.com alias has been placed in the \vovici\appdata directory 8. Click OK to save the new workgroup. 9. Repeat these steps to add another workgroup. Page 39 of 47

40 I. Create user accounts This section explains how to add user accounts to access the main Vovici v4 application. There are four ways this can be done and each is covered in its own section below: Manually adding a user account 1. Access the Administrative Portal 2. Click Users 3. Click Add New User 4. Enter the following information: a. User Name - The user will use to log in to EFM Community b. Display Name - 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. c. address - The address that EFM Community will contact that user at with invitations and other survey notifications. d. Language Define the language the user will see when they log into the application. Note: Not all languages have been translated in the application at this time. If a language is needed that is not on this list, please contact the account s Sales Representative for pricing information to add the language to the application. e. Default Workgroup This will be the first Workgroup the user will access when they log into the application. They can still toggle to any other Workgroup they have access to within the application via the Workgroup Banner. f. Status Defines whether the user is active, suspended or deleted. The default value is Active, allowing the user to log into the application. g. Password Either define the password for the account or force the user to define their password when they first log into the main application by leaving this field and the one below it blank. h. Confirm Password Used to confirm the password entered above, leave blank to force the user to define their password. 5. Click Workgroup 6. Click Add Workgroup a. Select the workgroup from the dropdown box b. Click Add 7. Click Edit next to the new workgroup a. Select the desired Role for the user in this workgroup. This value controls what functions are available to the new user in this workgroup. Below is a short description of the predefined roles included in the application: Default - If a User is not assigned a role, they receive the Default role which only allows a user to log into the application Survey Author - User is able to create and design surveys Lite Survey Author - Survey Author that does not have access to advanced survey design features Report Author Role that allows the ability to create and edit reports for surveys it has been granted access Page 40 of 47

41 Report Viewer - User is able to view saved reports if granted access Translator - Role used to allow translators to convert survey and invitation text along with open-ended responses to another language Survey Administrator - Survey Author that has access to most Administration functions Group Administrator - The Administrator of a Workgroup b. Select the Reviewer Status to define whether the user needs approval to perform some of the functions granted by its Role. Selecting Standard Survey Author, which is the default value, will result in no extra approval being needed. c. Click the green check arrow to approve 8. Click OK to add the new user Note: The option to import users directly from Active Directory is not enabled within the EFM Community Administrative Portal in version 3.1. This is expected to be added in version 3.1 and will be possible within the Manage Users in the EFM Community Administrative Portal. In the meantime there are two options to import users from Active Directory. From File If the list of users can be exported from Active Directory to a flat file (.CSV or.tsv) they can be imported following the steps below: Import user account If it is desired to import the Administrative user from a file, instead of manually creating an account, follow the steps below (these instructions assume that the Administrative Portal has been accessed): 1. Access the Administrative Portal 2. Click Users 3. Click Actions 4. Click Import Users From File 5. Click Browse to select to specify the file to upload 6. Click Next 7. This page will allow you to confirm that the fields in the file will map properly to fields in the application Note: Certain fields will map automatically such as: username displayname culture 8. Click Next 9. A screen should appear either confirming the import or displaying an error message if there was a problem encountered. Import From Active Directory 1. Access the Administrative Portal 2. Click Users 3. Click Actions Page 41 of 47