Project Manager User Manual
Contents
1. 2001 2004 Metatude Projects 42 Insert Modify Email Rules Insert Condition Delete Condition Bl Z u Ermen e Fy THEN Dear Sir ELSE we Wee Dear Macam Cancel Dk Figure 24 E mail rules Creating rules for an invitation works similar to creating a target group rule A rule consists of a condition and one or two pieces of text You can choose to put one piece of text in the e mail if the condition is satisfied and another piece of text if it is not For instance you can choose to write Dear Sir in the invitation if the condition gender male is met and Dear Madam if it is not You can create the condition below the word IF First you choose a custom attribute Then you define the comparison for instance equals larger than or smaller than After the comparison you can input what the custom attribute has to be compared to After the word THEN you write the text that has to be displayed if the comparison succeeds Optionally you can write the text that has to be displayed if the comparison fails after the word ELSE 2001 2004 Metatude 43 Project Manager User Manual 9 2 5 Reminder messages In this step you can define and schedule reminder messages to your target groups These messages will be sent only to persons who have been invited to participate in a survey but didn t yet participate When sending out the reminders the system che2. Server A Java Runtime Environment JRE is also installed when installing the MDS This is installed to C Program Files Metatude Metatude Dialogue Server re per default To install a JDBC driver you have to create a directory called ext in the directory C Program Files Metatude Metatude Dialogue Server re lib You then have to copy the JDBC drivers to this newly created directory C Program Files Metatude Metatude Dialogue Server jre lib ext The JDBC drivers for a database are usually one or a few files that can be recognized by the extension jar You now have to restart the MDS The installed drivers will now automatically be found and can be used directly Installing JDBC drivers on Unix OS ses uses the same method as described for a Windows OS The default installation of the MDS resides in opt mds 2001 2004 Metatude Installation and modification for administrators 18 2 8 List with attributes The attributes are presented in a table with five columns The second column attribute shows the attributes from the directory In the other four columns additional information on the attributes can be entered This information enables users to define target groups The software will store the information so it only needs to be entered once Edit Directory Server General Attributes Use Attribute Readable name Type Value translation Givenname given name Given name M surname locatio
3. Invitation Reminders Resutts Target groups Active Target groups SIZE Options b HF management IT managers 1042 All Financial manage 338 Target Sales managers 39 Percentage t O General management FO t O Clients O Employees Staff Management IT department Executives Finance department hd LIM le te l Cancel Previous Close Figure 22 Creating a new project step 3 Selecting target groups 2001 2004 Metatude Projects 40 5 2 4 Invitation The fourth step in creating a project is the Invitation In this step you enter the text of an e mail that will be sent out to the target group when the project starts On the left side of the wizard is a checkbox Invite respondents at activation By default this is checked and invitations will only be sent by e mail when this box is checked From e mail address and name You can specify the name and the e mail address that will appear in the e mail application of the respondents This information is entered in the From and name textboxes You can specify only an e mail address or a combination of an e mail address and a name When you also specify a name this name will show up in the respondent s e mail application instead of the e mail address Subject Enter the subject line for the invitation e mail here You can use custom attributes in the subject line Attachments You can send attachments along with
4. Tai 5 Bening Harold Bening company mail Displayed 25 of 1829 Cancel Previous hest Arts Hans Arts company mail Figure 17 Defining a new target group step 3 Preview 2001 2004 Metatude 33 Project Manager User Manual 4 5 Editing and deleting target groups You can edit target groups by selecting them and clicking the Edit button in the operations bar The same wizard is displayed as when creating a target group You can make the necessary changes After clicking the OK button the changes are saved At any time you can click the Cancel button to cancel the operation In this case the changes are not saved You can remove a target group from the overview by selecting one and clicking the Delete button in the operations bar A target group can not be deleted when there are inactive or active projects or projects that still have to start that make use of these target groups 2001 2004 Metatude Projects 34 Projects Overview of projects After you click the MPM icon on your desktop and have logged on you ll see the main window with four tabs The first tab is called Projects If you click this tab the system presents an overview of all the projects The projects can be organized in folders In the operations bar you can click the New folder button to create a new folder A folder can be deleted by selecting the folder and then clicking the Delete button The name o
5. Users Add Server Edit Delete Options Hame Host Protocol People CRM database idhe microsoft i sqlserver Mpc 30714 35 JDBC 6109 A Marketing idbc postgresql ce marketing JDBC T Relations dbc postyresal winds metatude comte DEC 2307 sunet clients ldap surtnetrl LOAP 2245 SServers Servers Figure 4 Overview of available directories 2001 2004 Metatude 11 Project Manager User Manual To create a new directory connection click the Add Server button in the operation bar A two step wizard appears where you can fill out the details of the new directory step 1 and can indicate what attributes are present Choose database JDBC or directory server LDAP The first step in adding a new directory is providing the details to connect to a database or directory If you want to connect to a database you choose the protocol JDBC If you want to connect to an LDAP directory you choose the protocol LDAP The other information that needs to be entered is different for both protocols First we ll explain how to add an LDAP directory after which we will explain how to add a database The second step is the same for both protocols 2001 2004 Metatude Installation and modification for administrators 12 2 9 Custom attributes Attribute types Each entry in an LDAP server has various attributes The different columns in a database record can also be seen as att
6. is taylored to a specific site Also a site can have an e mail template When such a template is available the invitation and reminder e mails that are sent out will be in the layout of the site An administrator configures the different sites You can choose any of the sites that has been configured for you Mew Project E General Dialogue Target groups Invitation Reminders Results Project Type El Ad Hoc Research lt a Continuous Research Project name Employee Satisfaction Survey Status O Startat Start at 20 08 2004 Site Metatude Template available Cancel Previous Figure 19 Creating a new project step 1 General information for an ad hoc research project Continous Research project Also for a continuous project the first step in creating a new project is giving it a Project name a Start date and a Status The default status is Starts at On the day of the start date you have selected the status will automatically change to Active However for a continuous project you should also specify the end date the interval and the invite respondents again after intervals value 2001 2004 Metatude 37 Project Manager User Manual The end date specifies to which date the project will run After this date no new intervals of research are created and no more invitations to participate are sent out If you are not sure what the end date will be you don t have to fill out an end date Y
7. it is still in use by directory servers When connecting to new directory servers you can assign each custom type to any attribute 2001 2004 Metatude Installation and modification for administrators 14 2 6 Adding an LDAP directory After giving the directory server a name and choosing the protocol LDAP the following information is required e Name the name under which Metatude will store the connection e Protocol choose LDAP for connecting a directory server e Host the location of the server This can be a name or an IP address e Port the port the Directory runs on Only fill this out if this is a different port then the default value 389 e Base where to start looking for people in the LDAP directory tree e User the username to access the directory Check the manual of the directory server for the exact format Usually the username has to be provided as a dn distinguished name e Password the password to access the directory N Mew Directory Server General Attributes Mame Employees worldwide Protocol LDAF Host people mycompany com DJ 59 4 Port Base o my Company User Password on D 3 4 Cancel Previous eset Figure 6 Adding a new directory step 1 Details of the LDAP directory License restrictions The license for the Metatude Dialogue Server MDS has a set number of stakeholders that may be connected When connecting a new di
8. only accessible for persons with administrator rights If you only have user rights you can not access the user management area Administrators can arrange who has user rights by creating editing and deleting users Each user is assigned a username and a password To gain access to the Metatude Dialogue Server MDS a license is needed for each user and administrator The license key for the MDS is issued for a certain number of users The number of users and administrators cannot exceed this limit When the maximum number of users is reached the server will not accept the creation of new users A possibility is to upgrade the MDS license with more users You can find more information about upgrading at http www metatude com Another alternative is to temporarily inactivate some existing users Within Metatude there are rights on two levels e administrator level e user level Usually an organization will have only one or two administrators and multiple users The functions they may perform are listed in the table below Activity Administrator level User level Logging on to the server X xX Managing users on the server X Managing server connections to directories x Managing destination databases xX Managing Database Feedback Templates DFT s X Managing target groups on the server xX X Managing projects on the server xX X First time access after installing the Metatude Dialogue Server During the installation of the Dialogue Serv
9. the invitation The maximum size for an invitation can be set by the administrator The default size is 250 kB Click on the Attach button to select the attachments Next to this button you see the name of files attached separated by a semicolon Deleting a name from this list will also remove the file from the attachment Special tags In the message text you can use three special instructions lt USER gt lt URL gt and lt EMAIL gt The first one will be replaced with the name of the recipient The second one will be replaced with a unique URL for each recipient When recipients click this link they will automatically go to the web address where the dialogue is presented to them The value lt EMAIL gt will be replaced by the e mail address of the respondent You can manually type the lt USER gt lt URL gt and lt EMAIL gt tags or you can insert them by right clicking your mouse and select these tags Using custom attributes If custom attributes have been defined these can be inserted in the email and even in the subject line These tags are replaced with the particular value in the database for the respondent If the respondent comes from a database where this custom attribute has not been defined this value is left blank You can insert custom attributes by right clicking your mouse An overview of all the custom attributes appears from which you can select The custom attribute tags will appear in blue on your screen 200
10. 1 2004 Metatude 41 Project Manager User Manual Mew Project General Dialogue Target groups Invitation Reminders Results Email Invitation Mame Wendy Lynch Invite respondents at activation From wendy Wack myvcompany com subject Employee Satisfaction survey et attention pe Bl Z a E e uco e E Use lt URL in your E mail message which will be replaced with the correct URL for the invited We would like to invite you to give your opinion about the working conditions in our respondent organization four employment as lt function gt warrants this research Your ideas provide us You can use USERS to address with valuable input the recipient personally or use sEMAIL gt to insert the recipient s Please take a few minutes of your time to fill out the following survey E mail address lt Url gt Dear lt Liser Thank you Wendy Lynch HR department Cancel Previous Close Figure 23 Creating a new project step 4 Making an invitation text Special markup If a template for the invitation e mail was created you can use special markup in your e mail You can choose your fonts font styles and font sizes A toolbar with the markup tools will be shown if an e mail template is available Customizing the invitation with rules Click on the Rules button to define rules in your invitation These rules are used to vary certain pieces of text based on the value of custom attributes
11. Date e Boolean e Custom attribute When you check the use box for an attribute the MPM automatically shows what of datatype it is You can make different selections for numbers and for textual information With numbers for example you can define the rule more than which is not possible with textual information When custom attributes have been defined they show in the drop down menu These custom attributes can be assigned to any datatype In order to invite people to give their feedback the Metatude software needs to have their name and e mail address Please make sure that any name and e mail information is in the directory and mark the appropriate attribute with the name and E mail types that are in the drop down menu also You can only assign the type e mail and the type name to a database field of the type string 4 Value translation In the last column you can indicate if the attribute has a value that doesn t clearly express the contents For example in a directory the gender of people is stored often using values In this case you can indicate that the numerical values used actually stand for man and woman Simply indicate that you would like to translate values by clicking the checkbox in this column Automatically an Edit button appears to the right of the checkbox If you click this Edit button the system presents a list in which you can indicate the original values the ones stored in the directory and the value
12. First create an ODBC connection to your database then fill out the folowing information e Driver Fill out sun jdbc odbc JdbcOdbcDriver here case sensitive e URL The URL is as folows jdbc odbc Name Here Name is the name you have given to your ODBC connection Summary Database type Driver URL Database type Driver URL Database type Driver URL Database type Driver URL Database Type Driver URL Oracle oracle jdbc driver OracleDriver jdbc oracle thin lt hostname gt lt port gt lt database name gt Microsoft SQL Server com microsoft jdoc sqlserver SQLServerDriver jdbc microsoft sqlserver lt hostname gt lt Port gt databaseName lt database name gt selectMethod cursor IBM DB2 com ibm db2 jcc DB2Driver jdbc db2 lt hostname gt lt port gt lt database name gt PostgreSQL org postgresql Driver jdbc postgresql lt hostname gt lt port gt lt database name gt ODBC sun jdbc odbc JdbcOdbcDriver jdbc odbc lt connection name gt After you have provided this data and click the button Next the application tries to connect to the database When this succeeds the second step of the wizard will show a list of the attributes stored in the database Installing JDBC drivers on a Windows OS If you installed the Metatude Dialogue Server MDS with default options in the installer then the MDS resides on your harddrive in the directory C Program Files Metatude Metatude Dialogue
13. JTErTAER BE SloO BS l er Ames Jg Bestand Bewerken Beeld Invoegen Opmaak Extra Grafiek Venster Help B 7 UES 2 S Weel H A Arial alc E Wiaardeas a ee ee ee enjoy the type of work that do have enough challenges in my job can make my own decisions lwork on interesting projects There is enough variation in my job have the facilities to do my job well 1 Dizagree 5 Agree P P hJ SS T 2a 4 4b bl charts f frequencies data f intervals J a es rT Gereed NUM A Figure 28 Example of automatically generated Microsoft Excel file including charts 2001 2004 Metatude 47 Project Manager User Manual 5 3 Editing an existing project You can edit project information by selecting the project and clicking the Edit button in the operations bar The same wizard is presented as when you defined the project Now it allows you to make the necessary changes After clicking the OK button the changes are saved At any time you can click the Cancel button to cancel the operation In this case the changes are not saved Not all projects can be edited only those that still have to start or those that are inactive You can remove a project from the overview by selecting one and clicking the Delete button in the operations bar You can only remove projects that still have to start or p
14. Vietatude Project Manager User Manual Table of Contents Chapter 1 1 2 3 Chapter 2 O ON OO ao FP WwW DN Chapter 3 1 2 3 4 Chapter 4 1 2 3 4 5 Chapter 5 Introduction About Metatude About this manual The Metatude Suite Installation and modification for administrators Operating system Installation Users and administrators Connecting datasources Custom attributes Adding an LDAP directory Adding a database List with attributes Value Translation Editing and deleting directories Starting The basics Connecting to the Metatude Dialogue Server Login after connection was broken Main window Target groups Creating and editing a target group Overview of target groups Creating a new target group Rules multiple rules and rule sets Editing and deleting target groups Projects 1 Overview of projects Creating and managing projects General information Setting a dialogue Target groups Invitation Reminder messages Results Editing an existing project bh ND NJ N Oa OI 10 12 14 15 18 20 21 22 22 23 25 26 27 27 28 29 31 33 34 34 35 36 38 39 40 43 45 47 2001 2004 Metatude Introduction 2 1 Introduction 1 1 About Metatude The Metatude software suite allows you to collect feedback on the performance and activities of your company from stakeholders such as customers business partners
15. al 9 2 6 Results After you have completed step 5 the project is complete If you have selected the status starts at defined a start date and set the invitations the project will automatically be executed Get results any time Any time during and after the project you can retrieve the results in the fifth step of the project wizard Simply select a project click the Edit button and go the fifth step Results Here you can see the number of responses When you click the Get button the system will download the results this may take a while especially when there are many respondents and ask you in which file format you want the results and where you want to save them After clicking OK the system transfers a copy of the results to your system in the chosen file format For a continuous project you can select the intervals for which you want to download the results see figure below Edit Project E General Dialogue Target groups Invitation Reminders Results By interval F Get Interval Start Date End Date Mail Sent Count Week 34 2004 19 5 2004 26 68 2004 0 0 0 0 Week 35 2004 26 68 2004 9 2004 Week 33 2004 12 6 2004 19 5 2004 24 0 Check All Uncheck All set Cancel Previous ext Figure 27 Selecting and downloading results for a continuous research project The three available data formats for the results are e Microsoft Excel e SAV SPSS file specific file for
16. ations bar you can click the New Folder button to create a new folder A folder can be deleted by selecting the folder en then clicking the Delete button The name of a folder can be edited by selecting the folder and then clicking the Edit button To open and close a particular folder double click the triangle in front of the folder name The triangle is pointed to the right when a folder is closed and pointed to the bottom when it is opened When a folder is empty it cannot be opened Metatude Project Manager ioj x File Edit Help Projects Target groups go Dir servers m Mapping a Destination DE go Users Add Group Edit Delete Mew Folder Name Description SIZE E O Employees Bog b HF management Relations Financial managers 330 39 Azja US4 1829 IT managers 1042 Sales managers 6 Target Groups e Figure 14 Overview of the defined target groups In the overview you can see the Name that is given to the target group a Description and the number of people the target group currently holds Size The overview can be sorted by clicking Name Description or Size 2001 2004 Metatude 29 Project Manager User Manual 4 3 Creating a new target group A new target group can be created by clicking the Add Group button in the operation bar A three step wizard is displayed which will guide you through the process of defining a target group New Target Gro
17. ck on the preview button to see a preview of the value translation list Each value for the attribute in the stakeholder table will be translated using the value and translation columns of the value translation table that you have provided 2001 2004 Metatude 24 Project Manager User Manual 2 10 Editing and deleting directories You can edit information of a connected database or directory by selecting it and clicking the Edit button in the operations bar A window will be presented much like the window for adding a new directory in which you can make the necessary changes After clicking the OK button the changes are saved At any time you can click the Cancel button to cancel the operation In this case the changes are not saved You can remove a database or directory from the list of connected directories if you select it and click the Delete button in the operations bar A directory can not be deleted when there are target groups defined from this directory If there are still target groups these must be deleted first 2001 2004 Metatude Starting 22 Starting The basics Functionality There are two types of users regular users and administrators With the Metatude Project Manager four functions on the central server can be managed 1 Adding editing and deleting users 2 Connecting new databases and directories 3 Creating editing and deleting target groups 4 Creating and ma
18. cks who has participated All respondents in a target group must be invited The reminder messages will only be sent to target groups were everybody has been invited Reminders will not be sent when a sample size has been set This is because the system itself will sent out messages to reach the desired sample size You can only access this tab when one of the selected target groups has been invited completely Inviting everybody in a target group is done by checking the All checkbox when you specify target groups for a project Mew Project General Dialogue Target groups Invitation Reminders Results Add Edit Delete Reminders Status Remind After Reminder Mature hail Sent First reminder scheduled 1 Weeki Repetitive 0 Attention Use lt URL in your E mail message which will be replaced with the conect UAL for the invited From wendy lynch rmnycompany com respondent Subject Reminder Employee satisfaction survey fou can use lt USER gt to address the recipient personally or use lt EMAIL Dear lt User gt to insert the recipient s E mail address We would like to ask you to fill out the customer satisfaction survey for which you were invited last week Filling ot the survey will only take a few minutes of your time lt Lrl gt Thank you Wendy Lynch HR department Cancel Previous plea Figure 25 The overview of scheduled reminders A reminder message can be defined whe
19. co managers and employees This information is vital to your company because it allows you to fine tune your business activities and company policies to the perception of your performance And it is this information that will allow you to gauge and influence what others may say and think about your company something that can make or break you Essential information that constitutes the basis for your business decisions Metatude s web based interaction allows you to collect feedback on issues such as e customer satisfaction and loyalty e employee commitment e corporate reputation e business ethics e service level management Metatude is designed for large organizations with complex IT infrastructures and many stakeholders Once the software is installed you can easily define target groups create questionnaires conduct research and manage output for analysis and reporting tools For more information on Metatude software technology and business examples please consult our website at http www metatude com 2001 2004 Metatude Project Manager User Manual 1 2 About this manual This manual will show you how to manage stakeholder feedback with the Metatude Project Manager After you have read this manual you will be able to manage projects designed to collect stakeholder feedback We distinguish two types of users of the Metatude software the administrator and the end user Installation and maintenance of
20. cus your selection by defining an additional rule that must also be met or you can choose to broaden your selection by defining another rule that also qualifies people for the target group Between separate rules there is a line with an operand value that can be either and or Multiple rules can be a part of a rule set Like older than 40 and male Also a rule set can consist of multiple rule sets Rule sets give you the opportunity to treat multiple rules as a single rule when defining target groups Think of it as placing parentheses in an equation Number of people in a target group After you have defined rules you can calculate how many matches the rules generate by clicking the Update button The total number of people in the target group is indicated to the right of the Update button Defining rules You can add rules and rule sets by clicking the Insert rule and Insert set buttons To insert a rule in a rule set e Select the rule set by clicking the light green bar and then clicking Insert rule e Inthe first dropdown menu you can select the attribute that you would like to define a rule on For instance department e Inthe second menu you can choose Not if you want to select a group for instance women by making a rule which says gender Not Men e Inthe third dropdown menu you can choose several signs to indicate larger than gt equal to etc e Inthe fourth space you can type a value such as a nu
21. dress and port are not stored However if the user checks the Always use proxy check box then this value is stored in the preference file when MPM is shut down and in the subsequent login attempts MPM uses the previously specified proxy address and port to connect to MDS Logon Login to the Metatude Dialogue Server Always USE proxy uit OK Uptions lt lt Figure 11 Login screen when using a proxy server 2001 2004 Metatude 25 Project Manager User Manual 3 3 Login after connection was broken After a successful attempt to login the connection can break down One of the reasons for this can be that the Dialogue Server deliberately disconnects if the connection was not used for more than 15 minutes Either the Project Manager or the Dialogue Server can interrupt the connection When the Project Manager breaks off the connection an error report is generated explaining why the connection was broken In the same window the application presents an opportunity that allows you to reconnect to the server Tour session 1 invalid Please logon to the Metatude Dialogue Server again Server research mycompany com Username Wendy Lynch Options gt gt Figure 12 Login screen after the Metatude Project Manager broke the connection If the server breaks the connection the Project Manager cannot tell you what happened The Project Manager will remember the state it was in before the conn
22. e Also the MDS needs to be able to connect to the stakeholder databases using TCP IP in case of a JDBC connection or ODBC in case of an ODBC connection 2001 2004 Metatude Installation and modification for administrators 16 General information e Name The name that you wish to give this connection e Protocol Choose JDBC e Table the name of the table in the database with the relevant information e User the username to access the database e Password the password to access the database Oracle Database e Driver Fill out oracle jdbc driver OracleDriver here case sensitive e URL The URL is as folows jdbc oracle thin lt hostname gt lt port gt lt database name gt e Table The table name needs to be entered in all UPPERCASE characters The hostname can also be an IP adress If you called the database StakeholderDB and it is running on port 1521 the default Oracle port on a machine with IP adress 192 168 84 16 the url is Jdbc oracle thin 192 168 84 16 1521 StakeholderDB Microsoft SQL Server database e Driver Fill out com microsoft jdbc sqlserver SQLServerDriver here case sensitive e URL The URL is as folows jdbc microsoft sqlserver lt hostname gt lt Port gt databaseName lt database name gt selectMethod cursor The hostname can also be an IP adress The default port number for Microsoft SQL Server is 1433 So if you called the database StakeholderDB and it is running on a machi
23. e of the JOBC ODBC driver that is shipped with the Metatude software At the end of this chapter an overview of how to install and use third party JDBC drivers for connecting other databases to the Metatude suite is presented Please note that third party drivers have not been tested extensively and therefore are not supported The Metatude software supports three different charactersets These are ISO 8859 1 for western European languages and UTF 8 and UCS 2 for all languages Your stakeholder database should be encoded using one of these charachtersets or an alias or subset If you use ODBC for connecting to a database then the system automatically switches to the ISO 8859 1 characterset You cannot use an Unicode database UTF 8 or UCS 2 when using ODBC Connect a database using shipped JDBC drivers Sew Directory Server General Attributes Mame Employees Protocol JDBC Driver oracle jdbc driwer Oracle Driver URL jdbc oracle thin myhostname com S21 people Table employees User agmin Password Cancel Previous Figure 7 Adding a new directory step 1 Details of the database Important The values you fill out in the Driver fields are Case Sensitive and have to be filled out in the correct case All URLs that you fill out are relative to the location of the Metatude Dialogue Server MDS This means that if you connect to a database that resides on the MDS you can use localhost as the hostnam
24. ect has been defined the Metatude system executes the survey automatically It sends out invitations to members of the target group and collects data It keeps track of response rates and sends out more invitations if needed At all times during and after the project you can download the results in an appropriate format Ad hoc and continuous projects Metatude supports 2 kinds of projects 1 Ad hoc projects 2 Continuous projects An ad hoc is a one time project people are invited only once A continuous project is a project that runs for a longer time and people are invited in different periods A continuous project is a research project that spans two or more or even an indefinite number of periods Defining a continuous project allows an organisation to track developments over time For example If you want to measure employee satisfaction you can do this once a year for everybody in your organization but you can also invite every month just a part of the employees Flexibility of continuous projects With Metatude you only have to define a continuous project once and the software takes care of the rest Each period it collects responses from pre defined target groups in the quantities set by you Not only is a continuous project easy to define it is also flexible enough to meet changing conditions and requirements You don t have to define an end date You can add and delete target groups from an active continuous project You ca
25. ection was broken and you will be able to continue your work after you have logged in again 2001 2004 Metatude Starting 26 3 4 Main window After you have logged into the Metatude Project Manager you ll see the main window which consist of five parts The menu bar The tab bar The operation bar The content view area The help bar Metatude Project Manager Z iol x File Edit Help as E Projects Target groups go Dir servers gi Mapping a Destination DE go Users Acted Project Edit Delete New Folder a Name Dialogue en Helpdesk problem reports Helpdesk problem report i Project g Figure 13 The main window 1 The menu bar contains general menus for opening editing and saving files as well as a help menu in which you can find more information on Metatude and the Project Manager 2 With the tab bar you can switch between the four main functions of the Metatude project manager 3 The operation bar consists of buttons to execute the most common operations The buttons vary for each tab 4 The content view area is the largest part of the window and shows all the content depending on the tab chosen 5 The help bar provides context sensitive information when performing operations 2001 2004 Metatude 27 Project Manager User Manual Target groups Creating and editing a target group Rule based target groups When collecting s
26. elation databases or HRM databases Once you have done this all the people in the directories or databases can be approached for online feedback LDAP LDAP is short for Lightweight Directory Access Protocol LDAP is a software protocol to enable anyone to locate organizations individuals and other resources in a network whether on the internet or on a corporate intranet A server that supports the LDAP protocol can be addressed in a standard way by other applications to locate resources In the case of Metatude it is used to retrieve information on employees and customers to be able to approach them Many products and platforms support the LDAP protocol e g Windows Active Directory Novell NDS and Lotus Notes This means that when users are stored in these applications other applications can use this information as well Overview of databases and directories e Click the tab Dir servers The system presents an overview of all connected databases and directories You can see the Name of the directory the location or name of the server Host and how many People are located in each of the directories If the information on a server is incorrect the Project Manager displays the message server unavailable instead of the number of people in the directory The overview can be sorted by clicking Name Host or People w Metatude Project Manager oO x File Edit Help Projects Target groups m Dir servers Mapping a Destination DE go
27. er one is asked to enter an administrator password The administrator can use this password in combination with the username Administrator to log in to the Dialogue Server Overview of users After you log in as an Administrator with the Project Manager you will see six tabs One of these tabs says Users If you click this tab the system presents an overview of all the users in the system You can see the name of the user the status active or inactive and whether the user has administrator rights The overview can be sorted by clicking Name Status or Rights Each user can be either active or inactive Active users are allowed to login to the Dialogue Server whereas inactive users are not This feature makes it possible to temporarily deny access to the Dialogue Server 2001 2004 Metatude Installation and modification for administrators 8 Metatude Project Manager 2 ol x File Edit Help Projects Target groups W Dir servers go Mapping a Destination DB m Users l Add User Edit Delete New Folder ein a T HR department wendy Lynch w Active User Howard Taylor w Active User hark Roberts w Active User Kathleen Morgan X Inactive User administrator y Active Administrator SB Users B Figure 1 Overview of users Users can be organized in folders In the operations bar you can click the New folder button to create a new folder A folder can be deleted by selecting the folde
28. erval 36 45 inverse operand 29 invitation 40 invitations 35 IP address 23 IP address 14 2001 2004 Metatude 49 Project Manager User Manual _J JDBC 10 15 L LDAP 10 14 18 license 14 license agreement 3 license key 7 Lightweight Directory Access Protocol 10 login 23 25 lookup table 20 Lotus Notes 10 M main window 26 matrix questions 4 menu bar 26 Metatude Channel Integration Component 4 Metatude Dialogue Designer 4 Metatude Dialogue Server 4 7 23 Metatude Project Manager 4 Microsoft Excel 45 multiple choice 4 multiple response 4 multiple rules 31 multi user 23 N name 7 10 14 18 28 29 34 network 4 10 23 new folder 7 28 34 Novell NDS 10 number 18 number of people 31 O ODBC connection 15 once 43 online feedback 10 operand 29 31 operating system 5 operation bar 10 26 29 operations bar 7 21 28 33 34 47 operator 29 opposite selection 29 P password 7 14 15 22 23 people 10 28 port 14 23 preview 31 processor 5 project 35 47 project name 36 projects 18 22 27 34 protocol 10 Q questionnaires 4 R RAM 5 readable name 18 reconnect 25 reminder 43 repetitive 43 reporting tools 2 response rate 39 response rates 35 results 34 35 45 retrieve results 4 rights 7 rule 27 rule set 29 31 rule based 27 rules 18 27 29 31 S sample 39 sample size 43 scale 4 scheduled 43 selection 31 serve
29. es or if you want to use this attribute in an invitation e mail you can define the custom attribute gender and assign this custom attribute to the gender attribute in the different databases To define a new custom attribute click on the button Options in the directory server overview This launches a window where all defined attributes are listed Custom types Activated Boolean address String city String company size String courtry String customer ID Number function String given name String sector String SUrname String zipcode String Relation ID Number New type Cancel Figure 5 Overview of custom attributes 2001 2004 Metatude 13 Project Manager User Manual To add a new custom attribute click on the button New type A new line wil be added in the overview You can type the name of the new custom attribute Data type Next to the name you specify the data type of the custom attribute The custom attribute can only be assigned to attributes of stakeholders that have the same data type as the one you specify You can choose the data types string number date and boolean Attributes in a directory server are considered to be of the data type string Click the button OK and the new custom attribute has been added to the list You can remove a custom attribute from the overview by selecting it and by clicking the button Delete A custom attribute can not be removed when
30. f a folder can be edited by selecting the folder and then clicking the Edit button To open and close a particular folder double click the triangle in front of the folder name The triangle is pointed to the right when a folder is closed and pointed to the bottom when it is opened When a folder is empty it cannot be opened Overview of all projects In the overview you can see the Name that is given to a project the name of the Dialogue used in the project the Status of the project and the number of Results The overview can be sorted by clicking Name Dialogue Status or Results In the operations bar you see a drop down menu called View Here you can choose to view all projects or only projects of one status active inactive completed etc a Metatude Project Manager O x File Edit Help Projects Target groups go Dir servers go Mapping a Destination DE go Users Add Project Edit Delete New Folder aooo E Corporate image research Corporate Image X Inactive Brand research Brand recognition w Active 4 4 Projects gt C a aaaaa Figure 18 Overview of projects 2001 2004 Metatude 35 Project Manager User Manual 5 2 Creating and managing projects When you want to conduct a survey you need to create a project Here you can define which dialogue has to be sent to which target groups and when this must happen After all the information about a proj
31. inuous research project 2001 2004 Metatude Projects 38 5 2 2 Setting a dialogue Step two in creating a project is assigning a dialogue the dialogue can be designed using the Metatude Dialogue Designer see About this manual The dialogue can be assigned by clicking the Open button This button opens a window that allows you to select the appropriate dialogue on your hard drive or network Once you click OK the dialogue is copied to the central Dialogue Server When this is completed you see some dialogue information name author number of questions and language presented in the window You can also copy a dialogue from the server to your hard drive or network only from an already created project To do so click the Save button This opens a window were you can select the drive to copy the dialogue to New Project General Dialogue Target groups Invitation Reminders Results Active Dialogue Mame Employee Satisfaction Version 2 Author Wendy Lynch Questions Encoding LITF 3 Save as Cancel Previous fect Close Figure 21 Creating a new project step 2 Assigning a dialogue 2001 2004 Metatude 39 Project Manager User Manual 9 2 3 Target groups The third step in creating a project is selecting target groups On the left side of the third window you see an overview of all target groups organized in folders You can open and cl
32. lick the Edit button in the operations bar A window is presented much like the window for creating a user where you can make the necessary changes After clicking the OK button the changes are saved At any time you can click the Cancel button to cancel the operation In which case the changes are not saved You can delete a user if you select it and click the Delete button in the operations bar If you delete a user the system double checks if you really want to delete the user If the status of the user is active you can choose to inactivate the user rather than deleting it Are you sure vou want to delete the active user Kathleen Morgan You can also make user inactive ff you want to temporarily disable access to the server Make inactive Cancel Delete user The system always checks if there is at least one active administrator Without an active administrator there is no one that can manage users and user rights The system will not allow you to delete the last active administrator Figure 3 Deleting a user 2001 2004 Metatude Installation and modification for administrators 10 2 4 Connecting datasources This section describes how to make connections with databases and directories These functions are only accessible for administrators With the Project Manager you can connect to LDAP directories or databases with stakeholder information in your organization for example customer r
33. mat for statistical software e CSV Comma seperated value The SAV data file format was developed by SPSS This file format contains data as well as meta information that describes the meaning of the data If you have analysis software from SPSS or another package that reads the SAV format you can download this file format and analyze the data immediately The CSV file needs to be imported for use in Excel You cannot use this file in Excel directly In Excel on the Data menu choose Get External Data and then choose Import Text File to import the CSV file The data files SPSS and CSV file generated by the Metatude system not only contain the survey data but also the attributes of the person who completed the survey as well as the name of the target group These characteristics are useful in analyzing the data 2001 2004 Metatude Projects 46 The Excel file not only holds the results in numbers but also contains charts of most of the questions For multiple choice questions these are pie charts For multiple response scale matrix and priority questions these are horizontal bar charts You can easily change the chart type by selecting a chart click with the right mouse button and select Chart type You can select from a large variety of charts in Excel The generated Excel file has different worksheets 1 Charts 2 Frequencies Data Intervals only for continuous projects Oot
34. mber or if it is a dropdown menu select the category you want For example department marketing e lf you want to make a rule set such as Department marketing AND country United States choose Insert set e lf you want to define a new rule such as OR country United States you choose Insert rule e Deleting rules and rule sets can be done by selecting them and then clicking the Delete button 2001 2004 Metatude Target groups 32 Preview The third window gives a preview of the target group It shows a small selection of the group The left side of the window shows the names of the selected people On the right side you can see two attributes for each person Via a dropdown menu every attribute can be selected With this preview you can see the characteristics of the target group Using the tabs you can change back and forth between Rules and Preview to change the rules until the target group has the desired characteristics When you are finished simply click the OK button and the rules are saved The newly defined target group is now listed in the overview of target groups New Target Group General Rules Preview Relation IO name email al 2 Aalberts Win Aalberts micompany mail 1 Albers Theun Albers company mail 1 0 4 Anker Paul Anker compar mail 5 1 Apperloo Ruud Apperloo micomparny mail 16 Armour Rob Armour company mail 1 Arnoldussen Emiel Arnoldussent company mail g 22 0
35. n change the quantities of response you want from each target group You can change the email invitation text anytime All changes take effect immediately 2001 2004 Metatude Projects 36 5 2 1 General information A new project can be created by clicking the Add Project button in the operation bar A six step wizard is presented which will guide you through the process of creating a project In the first step you first have to decide if the project is an Ad hoc Research project or a Continous Research project You can select one of these two choices at the very beginning of the process on top of the first screen The general information needed differ among these two type of projects Underneath the first step of the wizard expained for both project types Ad hoc Research project The first step in creating a new project is giving it a Project name a Start date and a Status The default status is Starts at On the day of the start date you have selected the status will automatically change to Active The status Inactive can be used when some changes need be made before the survey may be conducted or to put an active project temporarily on hold However the status should always be changed to Starts at before the start date Otherwise the survey will not be resumed You can choose for which Site the survey should be conducted Each site has its own look and feel The layout of the webpage that contains the survey
36. n code compar ig telephone fax mobile rail mail function name Furniction lt Sr T E ax 2 z 2 21 2 12 ES ype En EI OOOO O s o o o w Email function Previous Figure 8 Explanation on the four rows and how to use them Cancel 1 Use For every attribute in the directory the administrator can indicate whether or not users are permitted to use this information when defining target groups Users will use these attributes to define target groups for their projects If some attributes are not suited for defining target groups simply leave the check box unchecked Users will then not be able to define target groups based on these attributes For every attribute that is suited for defining target groups simply check the check box 2 Readable name In the column Readable name you can assign an attribute a name that can easily be understood by users This readable name is a short clear description of what the specific attribute mean LDAP has many abbreviations for instance c for country and ou for organizational unit that are often unfamiliar to users When making rules to define target groups Metatude will display the readable names 2001 2004 Metatude 19 Project Manager User Manual 3 Type In the column Type you can indicate what kind of data the attribute holds The Metatude software recognizes the following datatypes e String e Email e Name e Number e
37. n defining a project or added later when the project is already active Multiple reminder messages can be defined To define a new reminder click the button Add A window appears where you can define your message Just like the original email invitation you must enter an email adress a subject and a message with at least the lt URL gt tag Reminder nature Besides this you need to schedule when the message will be sent You can define the number of days weeks or months after which the reminder should be sent relative to the date when the original invitation was sent out The remind nature is default set to Once If the project is a continuous project the reminder nature can be set to Repetitive This means that the reminders will be sent with an interval that is specified by the value that is filled out in the Remind After field 2001 2004 Metatude Projects 44 Add Reminder Reminder Marne First reminder Status Scheduled Remind After Week ical Relative to the interval start date Reminder Mature Repetitive i Mame Wendy Lynch From wendy Which ny company com Subject Reminder Employee satisfaction survey meen E w af u rrenen FI Dear lt User We would like to ask you to fill out the customer satisfaction survey for which you were invited last week Filling ot the survey will only take a few minutes of your time lt Url gt Thank vou coo Figure 26 Reminder me
38. naging projects The first two functions are only for administrators the last two can be performed by any user Users and Administrators Metatude recognizes two types of users within your organization administrators and regular users An administrator has access to all four functions and will usually be someone from the IS department A user has access to the last two functions mentioned above Users will generally be HRM managers marketing managers and consultants that have an interest in collecting stakeholder feedback The last two functions can be used to execute a project from start to end without any help from others Steps to complete a project To succesfully complete your first project these steps have to be followed Using the Metatude Dialogue Designer 1 Design a dialogue see the manual for the Metatude Dialogue Designer for more information Using the Metatude Project manager 2 Connect to a directory server or a database containing stakeholder information These connections can only be made by administrators 3 Define one or more target groups from the information contained in the directory server or database 4 Create a new project Choose the dialogue that you have designed and write an invitation message for your stakeholders 5 After the stakeholders have filled out the dialogue you can download the results The steps 3 4 and 5 will be described in the following chapters To complete these steps
39. ne with IP adress 192 168 84 16 the url is jdbc microsoft sqlserver 192 168 84 16 1433 databaseName StakeholderDB selectMethod cursor Please note that you cannot use Windows authentication to connect to an SQL Server database You need to acces any SQL Server database using SQL Server authentication If your SQL Server is not installed to use SQL Server authentication then you can try to use ODBC to connect to this database see below IBM DB2 database e Driver Fill out com ibm db2 jcc DB2Driver here case sensitive e URL The URL is as folows jdbc db2 lt hostname gt lt port gt lt database name gt The hostname can also be an IP adress The default port number for IBM DB2 is 50000 So if you called the database StakeholderDB and it is running on a machine with IP adress 192 168 84 16 the url is jdbc db2 192 168 84 16 50000 StakeholderDB PostgreSQL database e Driver Fill out org postgresql Driver here case sensitive e URL The URL is as folows jdbc postgresqlI lt hostname gt lt port gt lt database name gt The hostname can also be an IP adress The port number only has te be given when it is another value than the default value which is 5432 So if you called the database StakeholderDB and it is running on a machine with IP adress 192 168 84 16 the url is jdbc postgresql 192 168 84 16 5432 StakeholderDB 2001 2004 Metatude 17 Project Manager User Manual Other ODBC databases
40. ose folders the regular way by double clicking the triangle in front of them You can select target groups for the project by selecting them in the left list and click the Add button You can remove target groups from your selection by selecting them from the right list active target groups and click the Remove button Invite all Next to the Active Target groups are three columns The first one states the Size of the target group The second column contains a drop down menu per target group where you can indicate if you want to invite the whole target group a percentage of the target group or a sample of the target group If you choose All the whole group will be invited Only when All or percentage is chosen you can use the reminder functionality Invite percentage When you choose Percentage from the drop down menu you can enter the percentage of respondents in the target group that should get an invitation to the survey Invite sample Alternatively you can not invite the whole target group and set a Target size If you enter a sample size the Metatude system invites just enough people to collect this volume of response For instance if you only need 25 responses from the group Asia you define this as the sample size During the project the software monitors the response rate and sends out extra invitations when needed To set a sample size just click the number to edit it Mew Project General Dialogue Target groups
41. ou can define an end date later when the project is active or you just can stop the project immediately by changing the status to completed The interval specifies the frequency with which new intervals are created and new invitations are sent For instance if you set the value to Every month the system will invite new respondents every month The following values can be set e Every day e Every week e Every two weeks e Every month e Every two months e Every quarter e Every half year e Every year The invite respondents again after intervals value specifies how long respondents may not be approached for another interval of the continuous research project Suppose you specify the interval Every month and set this value to 6 then respondents are not invited for at least half a year Only when there are not enough respondents left to obtain the specified quantities of responses see Target groups this value is automatically decreased by the software Sew Project General Dialogue Target groups Invitation Reminders Results Project Type O Ad Hoc Research Continuous Research Project name Employee Satisfaction Survey Status Start at b Start at 20 08 2004 End date 20 08 2005 bd Interval Every month hd Invite respondents again after 2 B intervals site Metatude bd Template available Cancel Previous Close Figure 20 Creating a new project step 1 General information for a cont
42. r 22 23 25 server unavailable 10 service level management 2 setup exe 6 size 28 39 SPSS file 45 stakeholder 10 stakeholder feedback 27 stakeholders 2 4 start date 36 2001 2004 Metatude Index starts at 36 47 status 7 34 36 status project 4 7 string 18 subject 40 suite 2 sun jdbc odbc JdbcOdbcDriver 15 system requirements 5 T tab 7 28 tabbar 26 28 tabs 31 34 tag 40 target group 27 29 31 33 35 target groups 18 22 28 43 tcp ip 23 translation column 20 type 18 U update 31 url 15 use 18 user 3 7 14 15 22 username 7 22 23 V V value 29 value column 20 value translation 18 20 view 34 W Windows 2000 5 Windows 95 5 Windows 98 5 Windows Active Directory 10 Windows application 5 Windows ME 95 Windows NT 5 50 2001 2004 Metatude
43. r and clicking the Delete button The name of a folder can be edited by selecting the folder and clicking the Edit button Folders can be opened and closed When a folder is open all users within that folder are presented in a list To open and close a particular folder double click the triangle in front of the folder name The triangle is pointed to the right when a folder is closed and pointed to the bottom when it is opened If a folder is empty it cannot be opened Adding new users An administrator can create a new user by clicking the Add User button in the operation bar A window is displayed in which you can enter username and password You can enter which rights the user should have and whether the user is active or not Only if you make the user active does he have access to the system After clicking the OK button the new user is created Clicking the Cancel button cancels the operation no new user is created You can organize new users by dragging them to other folders You can drag a user by clicking the gray area left of the username and pressing the mouse while moving it 2001 2004 Metatude Project Manager User Manual General User name Kathleen Morgan Password 10 Characters Confirm password Rights user o o oOo Status tf Active C Inactive Cancel Previous Met Figure 2 Creating a new user Editing and deleting an existing user You can edit a user if you select it and c
44. r the password Login to the Metatude Dialogue Server Server research mycompany com Username Wendy Lynch Password Figure 10 Login screen If the Project Manager cannot connect to the central Metatude Dialogue Server there are several possible reasons for this When an attempt to login fails or there is no sign of activity the Project Manager will display one of the following error reports 1 The server with name IP address name IP address was not found This error will occur when the server is not found on the network or when the machine with that address was found but is not running the MDS on the port number where it is expected to be 2 Incorrect login your username and or password are incorrect This error report will be given when the server was found and a network connection was established but the server did not accept the login The user will not be told whether the problem is in the username or password 2001 2004 Metatude Starting 24 Proxy server Metatude Project Manager can connect to a Metatude Dialogue Server even when the MPM is located behind a proxy firewall In this case click options in the login window This will expand the window and show other connection parameters If a proxy server address and port is specified then MPM will try to connect to MDS using the specified address port as the proxy server s address port If MPM is closed then the proxy server ad
45. rchers can use these two applications to prepare questionnaires and manage projects involving stakeholder feedback 1 Metatude Dialogue Server The Metatude Dialogue Server MDS is the central component within the Metatude architecture This server connects to databases and directories with stored stakeholder information communicates with electronic channels stores and serves dialogues and writes results to a database All the project information and intelligence to manage projects automatically resides on this server 2 Metatude Channel Integration Components The Metatude Channel Integration Components MCIC need to be installed on an electronic channel This allows the channel to communicate with the central server 3 Metatude Dialogue Designer The Metatude Dialogue Designer MDD is a Windows application that is used to create questionnaires With a simple and intuitive interface any user can learn how to create questionnaires in a matter of minutes Many question types are supported e g open questions multiple choice multiple response scale and matrix questions 4 Metatude Project Manager With the Metatude Project Manager MPM you can manage stakeholder feedback projects The MPM can connect via a network to the Metatude Dialogue Server Once logged on you can connect databases and directories create target groups assign dialogues to multiple target groups and retrieve results in the desired format 2001 2004 Meta
46. rectory the total entries will be counted starting from the base Be sure to enter the correct base If you are trying to connect a new directory to the project manager and the total number of stakeholders of all connected directories exceeds the licensed amount the system will refuse and give an error message For information on extending your license go to http Awww metatude com Dialogue Server configuration On the MDS the maximum number of stakeholders from LDAP directory servers can be adjusted The default number is 5500 stakeholders If you have more stakeholders in your LDAP directories you need to adjust this value on the MDS Please see the manual of the MDS for more information After you have provided this data and click the button next the application tries to connect to the LDAP server When this succeeds the second step of the wizard will show a list of the attributes stored in the directory 2001 2004 Metatude 15 Project Manager User Manual 2 1 Adding a database Various databases ship with JDBC drivers You can use these drivers to connect a database to the Metatude suite At this moment Metatude software ships with JDBC drivers for Oracle IBM DB2 Microsoft SQL Server and PostgreSQL databases Below you find a description of how to connect these two databases You can connect to other databases through ODBC If you use an ODBC connection to a database you will have to make us
47. ributes Each of these attributes has a data type associated with it For an attribute of a record in a database the Project Manager recognizes the types string number date or boolean Two additional types are defined These are the name and e mail The Project manager uses these additional types to personalize the invitations and to send them to the stakeholders Custom attribute types You can define new attribute types and assign these to attributes in databases and directories where Metatude connects to These new attribute types are called custom attributes Custom attributes assigned to different databases and directories can be identified as containing the same information If in one Metatude project multiple target groups from different databases are involved the custom attribute information will identify similar attributes across these different databases The Metatude software will store similar attributes of the stakeholders attributes that have the same custom type associated with them in one column and therefore make analysis on the data much easier Personalize invitations Custom attributes can also be used to personalize the invitations that are sent by e mail to the stakeholders An example is if you have different databases with stakeholder information but in all databases there is an attribute that indicates the gender of the stakeholders If you want this information to be stored in the same place column in the result fil
48. rojects that have been completed The table below presents an overview of the possible operations for each status of a project Possible Operations Status Project Creating Editing Deleting Active X Inactive X Starts at X Completed 2001 2004 Metatude Index 48 Index 3 389 14 A active 7 33 34 36 47 active target groups 39 add Group 29 add Project 36 add Server 10 add User 7 ad hoc Research 36 administrator 3 7 10 18 22 23 all 39 attribute 29 31 attributes 10 15 18 27 B base 14 C calculate 31 cancel 33 4 7 CD ROM 5 6 changes 47 characteristics 2 7 29 31 charts 45 client 23 completed 34 36 43 47 connect 23 connection 23 25 content view area 26 continous Research 36 continuous 35 CSV 45 custom attributes 40 customer satisfaction 2 D D data 35 datatype 29 database 4 10 15 21 29 databases 10 22 date 18 delete 21 31 description 28 29 dialogue 34 35 directories 10 22 27 directory 21 29 directory tree 14 download 35 45 driver 15 dropdown menu 29 31 dynamic 27 dynamic target groups 27 E edit 21 33 47 email 18 empty 29 end date 36 equation 31 error 25 F feedback 18 folders 7 28 34 format 35 frequencies 45 from 40 H hardware 95 help bar 26 host 10 14 HRM 10 22 in progress 43 inactive 7 33 34 36 43 47 insert rule 31 insert set 31 install 5 installation 6 int
49. s that best describe the data You can enter the values manually or you can provide the name of a lookup table in the stakeholder database Unique ID The last step in adding a database server is choosing a unique ID The Metatude software uses this unique ID to deduplicate invitations If multiple target groups are invited to join a particular questionnaire these values must be unique The software filters out duplicates Take for example a situation where there are multiple employee databases and some people will be listed in multiple databases We can avoid people being invited twice if we would have a unique ID that is the same for all databases for instance a phone number or e mail address Only when adding a database the administrator has to choose a unique ID Be carefull when choosing the unique ID Not selecting the rigth unique ID causes people to be excluded unintentially If not sure use the email adress since this is unique to a person After all the four columns have been filled out for every attribute you can store the information by clicking OK The system returns to the overview of connected directories this time including the directory you just added 2001 2004 Metatude Installation and modification for administrators 20 2 9 Value Translation When you choose value translation for an attribute in a directory server and click the edit button you will be provided with an interface to set up
50. ssage Reminder status When a reminder message is still waiting to be sent the status is Scheduled You can delete or inactivate scheduled messages You delete a message by selecting it in the reminder message overview and clicking the button Delete You can inactivate a reminder message by selecting it in the overview and clicking the button Edit The message will appear in a seperate window Now you can inactivate the message by changing the status to Inactive and clicking OK An inactivated message will not be sent At any time the inactive status can be changed to scheduled Also inactive messages can be deleted When the system is sending out reminder email messages the status will be In progress After the messages have been sent the status changes to Completed If it is a repetitive reminder message the completed status will be changed to Scheduled at the beginning of a new interval Remind now If you want to send out a new reminder immediately then choose the status Remind Now when creating a reminder Each reminder that has the status Scheduled can also be sent out immediately To send a reminder immediately select it and click the edit button Set the status of the reminder to Remind Now If the original invitations are over the reminder will be sent immediately The status of the reminder will automatically be set to In progress once the sending has started 2001 2004 Metatude 45 Project Manager User Manu
51. takeholder feedback you need to define those groups of people you want to participate in your survey With the Project Manager you can create target groups out of the connected databases and directories by defining their characteristics This is done by selection rules One rule is for example all employees older than 40 All the attributes in the directories are available for making these rules Once a target group has been defined the Metatude software stores this definition In this way target groups only need to be defined once and can be used for multiple projects Dynamic The target groups are dynamic the members change over time because they are rule based If for example someone turns 40 they will be added to the target group based on the rule all employees older than 40 Changes in the directories are reflected in the target group population This means that if the underlying directories are kept up to date the target groups are up to date as well The advantage of these dynamic target groups is that the characteristics in terms of attributes of the surveyed population are always the same which makes the outcomes of research comparable 2001 2004 Metatude Target groups 28 4 2 Overview of target groups On the tab bar there is a section Target groups If you click this tab the system presents an overview of all the defined target groups The target groups can be organized in folders In the oper
52. the administrator in your organization will give out usernames and passwords 2001 2004 Metatude 23 Project Manager User Manual 3 2 Connecting to the Metatude Dialogue Server Click the desktop icon to start the Metatude Project Manager a screen will appear requesting the name of the Server or IP address as well as your Username and Password to connect you to the Metatude Dialogue Server this information can be supplied by your administrator The MPM is a client of the server Multiple clients can be connected to the server concurrently multi user functionality which means several users can work with the MPM at the same time The connection from the Project Manager to the Dialogue Server is made via the network over tcp ip After entering the information you can connect to the dialogue server by pressing the OK button If you entered the correct information and have established a connection to the server the Project Manager will accept your attempt to login and display the first window of the application The Project Manager will remember the last server you logged into and enter by default this data in the connection window the next time a user tries to make a connection The Project Manager also remembers the user name that you used to login the last time and will also enter it in the connection window This means that if you login to the same server as the last server that you used you only have to ente
53. the Metatude software is the responsibility of the Administrator The managers who use Metatude to collect feedback are the Users The license agreement for your organization indicates the number of administrators and users All information for administrators on installation and maintenance of the software can be found in the next chapter More extensive information about the use of Metatude software for both administrators and users can be found in following chapters This manual is dated August 16th 2004 Metatude will update this documentation if needed Please check http www metatude com support for recent versions 2001 2004 Metatude Introduction 4 1 3 The Metatude Suite The Metatude software suite consists of four interacting software components Metatude Dialogue Server Metatude Channel Integration Components Metatude Dialogue Designer Metatude Project Manager FoPS The basis of the Metatude architecture is a central server Metatude Dialogue Server that needs to be installed in your organization This server maintains the connections with databases stores and serves the dialogues to stakeholders and collects and stores the collected data in a database Once the Dialogue Server is installed you can manage any stakeholder feedback with two desktop applications that are relevant for the regular user the Metatude Dialogue Designer and the Metatude Project Manager Consultants managers and resea
54. this field only has two possible values empty and not With this operator it is simple to select an opposite selection 3 Operand field that states the operation you can perform The different operations you can perform are listed in a dropdown menu These choices depend on the data type of the attribute 4 Value here you select or enter a value for the rule Rule based on dates If the attribute is a date type you can make rules based on dates This can be done in an relative or absolute manner The absolute manner is to define a target rule that defines that the date be prior to or after a fixed date The user interface will show a calendar to select this fixed date The relative manner is to define that the date must be younger or older than a certain amount of days weeks or years The software will take the actual date to calculate the target group This makes it relative easy to select recent records from a database If for example have a database where help desk calls are logged could easily define a project where would continuously every month ask 100 persons who have had a problem over the last 14 days if these problems are solved Every month the system selects a new group of people in the database that fit this description 2001 2004 Metatude 31 Project Manager User Manual 4 4 Rules multiple rules and rule sets You can use multiple rules to define a target group You can choose to fo
55. tude Project Manager User Manual Installation and modification for administrators Operating system In this section you can find information on the system requirements and how to install the Metatude Project Manager Operating system and system requirements The Metatude Project Manager is a Windows application It will run on Windows 98 Windows NT Windows 2000 and Windows XP In order to work with Metatude Project Manager you will need hardware that meets the following minimum specifications e 400 MHz Intel or AMD Processor e 32 MB RAM e 30 MB of available space on the hard disk e CD ROM station The CD ROM station is needed for installation of the software The project manager can download results as Microsoft Excel files For this you need to have installed Microsoft Excel 97 or higher 2001 2004 Metatude Installation and modification for administrators 6 2 2 Installation Installing from CD ROM e Place the Desktop software CD ROM in the CD ROM drive e Browse to the Project Manager directory on the CD ROM and double click the file setup exe e Press OK to start the installation procedure e Follow the instructions on the screen e Amessage will appear when the installation is completed 2001 2004 Metatude Project Manager User Manual 2 3 Users and administrators This section describes how to create edit and delete users These functions are
56. up General Rules Preview Group Mame IT managers USA Database w Relations Description IT managers USA Cancel Previous Mert Close Figure 15 Defining a new target group step 1 Select Database and choose a Name and Description In the first step you must indicate the database or directory you want to use for creating a target group You can do this by selecting one from the dropdown menu All connected databases and directories are listed in this menu In the first step you can give the target group you are about to create a Name and a Description The Name should be relatively short The Description offers somewhat more space to indicate what the characteristics of the target group will be 2001 2004 Metatude Target groups 30 New Target Group E General Fules Preview insert rule l Insert set Delete om AE Aeee ao location code contains Update Total matches Cancel Previous Close Figure 16 Defining a new target group step 2 Defining rules The actual work of defining a target group is done in step two In this step you define the rules that apply to the target group The system presents a window in which you can make multiple rules For example all employees older than 40 and male This is an example of a rule set Each row in this window consists of four fields 1 Attribute the attribute that is the subject of the rule 2 Inverse operand
57. value translation Edit value translation for company id j Use lookup table T able name company Connect Translation column name bd Translation Ponret AME Arcadis NW AEGON Nederland H CHEB DAF Trucks N W Grontmij 25 out of 783 recordi Cancel OF Figure 9 Value translation Entering values manually You can provide the values and their translations manually To do this uncheck the use lookup table checkbox Click on the button add to add a new value translation pair The value is the value that is present in the stakeholders directory and the translation is the name that you wish to give this value When you are done adding value translation pairs click the OK button Each value that is found in the stakeholder directory will be translated if a matching value is found in the list that you create Using a lookup table Check the use lookup table checkbox You can then enter the name of the table that contains the values and translations for the value translation This table has to reside in the same database as the table that contains the stakeholders The connection url username and password that you have provided in the general tab of the directory server will be used to connect to the table Click the connect button to connect to the table You will then be provided with a list of the columns in the table You can choose which column holds the values and which column holds the translations Cli
Download Pdf Manuals
Related Search