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1. 124 http www objectplanet com Opinio e Drilldown info title e Report info title e Report summary title e Executive summary title Introduction title e Review of preliminary research title Method of research title e Survey research findings title e Conclusion title e Question title In text element title e Numeric cell title Dropdown cell title Checkbox cell title Labels e Row label e Column label e No data to report label Report date label Start date label e Stop date label e Stored responses label e Number of completed responses label e Number of invitees label Invitees that responded label Response rate label Response value labels The response value labels are labels used in the report for each question Some labels in the report like the items column in the frequency table and the title for each frequency table statistics pair are based on the question type For numeric questions you can also specify the numeric intervals See the figure below 125 http www objectplanet com Opinio Response value customized labels 1 In which country are you located 2 Which industry are you part of 3 How long have you been a MyCompany Inc cu 4 How satisfied are you with MyCompany Inc 5 To what extent did our product meet your e 6 How satisfied are you with the quality of 7 How satisfied are you with the MyCompany I 8 For which MyCompany
2. A Panel portal is a set of web pages where panelists can log in and see their status They can e Change account email and password e Change profile e See the surveys they are invites to e See the surveys they have completed e Unsubscribe from the panel If unsubscribed the panelist will not be invited to participate in new surveys e Delete profile all the information about themselves Welcome Torgeir Lund Panel portal JB View surveys View surveys Edit profile B Edit Account You have been invited to participate in following surveys J Unsubscribe mer faction 12 4 06 9 49 AM JB Delete profile 9 Logout Completed surveys Panel portal integration It is sometimes desirable to integrate the portal login screen into a web page You will need some basic html understanding to do this Here you will find examples on how you can do this IMPORTANT Replace PA Link to login screen NEL PORTAL URL with Panel portal url displayed on the panel main screen This link opens panel portal in the same window This link opens panel portal in a new window lt a href PAN EL PORTAL URL gt Login to panel lt a gt This link opens panel portal in the same window This link opens panel portal in a new window lt a href PAN EL_PORTAL_URL target blank gt Login to panel lt a gt This link opens panel portal in the same window This link opens panel portal in a new window Integrated login
3. 6 How satisfied are you with the quality of 7 To what extent did our product meet your 8 How satisfied are you with the MyCompany I 9 For which MyCompany Inc product does this 10 What was the main reason for choosing MyCo 11 Please name the main features you like abo 12 Please suggest new features you would like 13 What type of applications are you using Ea 14 For which internal departmentis do you de 15 We deploy our applications as 16 How many applications have you developed u 17 How many servers have you deployed EasyCha 18 How many developers are developing using E 19 We would use EasyCharts NET deployment if 20 What type of surveys have you conducted 21 How many surveys have you conducted 22 How many authors are using the product 23 How many total respondents have you had 24 I mainly use Network Probe for the followi 25 We have deployed this product on the follo 26 How many sites do you monitor 27 How many subnets do you monitor 28 How many PCs do you monitor 29 What other network management products sol 30 For how long did you evaluate the product 31 How long do you feel it took for your MyCo 32 Would you recommend your MyCompany Inc pr 33 I would like to receive information from M 34 How many licenses do you own 35 My contact information Name lt lt name Back Cancel The following response types may appear
4. Rating response Response to a rating question The piping value will be a number from 1 to rating level Minimum and maximum levels will also include the corresponding labels e Numeric question response Response to a numeric question The piping value will be a number entered by the respondent e Multiple choice response Response to a multiple question The piping value will be a label s of the choices selected by the respondent Multiple choice other response Response to a multiple question Other option The piping value will be text entered by the respondent on the last multiple choice if Other field is enabled Dropdown question response Response to a dropdown question The piping value will be the label of the item 59 http www objectplanet com Opinio items selected by the respondent e Free text comment Response to a open ended question The piping value will be the text entered by the respondent in the open ended field e Matrix cell response Response to a matrix cell The piping value will be the text entered by the respondent for the cell of type Text and Numeric or the value selected by the respondent for the cell of type dropdown checkbox and radio button The selected cell will be highlighted When you move the mouse over matrix cells you can see which of the cells can be selected as piping source they will be highlighted Only cell of type input may be selected Cells of type Empty Label an
5. Raw data report Html Pdf report The Html and Pdf report files have basically the same report layout but are generated with two different formats 109 http www objectplanet com Opinio The Html report file is useful when presenting the data analysis on the web but when it comes to printing and saving the report locally on disk the Pdf report file is a better solution PDF is now supported by most browsers so the use of PDF on the WEB also works very well Both report files based on the report elements include various types of charts frequency tables with calculated data different statistical details and text lists Raw data report While the Html Pdf report files include charts and calculated data the raw data report file includes the unprocessed data for all respondents in the report This report is still using the elements and filters created for the report which is used to determine which questions and respondents that should be included in the export file When several report elements are including the same question the raw data report file as opposed to the Html Pdf report files will include the question only once The output format of the raw data report file is based on the Raw data settings set for the report See the section called Raw data export settings Add to portal All report files can be added to a report portal by using the Add to portal link in the Action column When click
6. This screen is the main survey screen It will tell you the status of the survey and give you access to all survey functions Let s create the questions Click on Questions in the menu box on the left side http www objectplanet com Opinio Survey administration Customer satisfaction sample 2 Link furl http localhost 5080 opinio s75 365 Click to preview survey a Start date Friday November 24 2006 11 00 15 PM CET Stop date Friday December 1 2006 11 00 15 PM CET r Available for r Response stored O ongoing O completed Click to lock survey No questions exist Maximum number of response Not specified Survey authentication 11 w multiple submission No prevent wit This is the screen to design your question The question text is entered in the big text box The tabs below lets you choose between the main question types e Rating Lets the respondent enter a value on a scale e Multiple choice Lets the respondent select one or more items among a set of choices e Numeric Lets the respondent enter a numeric value e Dropdown Lets the respondent select a value in a drop down list also called selection list e Matrix If none of the basic question types fit your needs use the matrix This allows for extreme flexibility No type None of the other types Use this if you do not want any input for your question or if you want to add a text box See the settings further dow
7. Add invitees There are two ways to add invitees to the invitee list e Enter invitees manually Enter the email addresses to whom you want to invite manually in the textarea See the section called Invitee data format for more information about how to enter this information The sort button will perform an alphabetic sort on the text area content e Import invitees Import invitees from an external source by file upload or by indicating a URL to the file with invitees If you have a lot of invitees thousands it is usually more practical to upload a file rather than using the manual entry method due to the size of the data There is no theoretical limit on the number of invitees that can be entered through uploading The file must be a simple text file conforming to the format described in the section called Invitee data format It is recommended that you zip the file if it is very large more than 1mb Additional invitee attributes attached to the invitee can be viewed when clicking on the invitee in the invitee list screen The attributes will also be tied to the respondent if survey anonymity is disabled This data can be viewed in the Manage responses screen clicking and viewing a single response 156 http www objectplanet com Opinio When adding invitees to the invitation duplicates are ignored Duplicates are defined by having the same email address within the same invitation NOTE The user needs permi
8. Title of the chart The title shown at the top of the chart Make sure there is room to display long titles e Chart title font Sets the title font Make sure the font specified is available on the server Opinio is installed on Example values Arial plain 12 Verdana bold 10 Default font for chart labels Example values Arial plain 12 Verdana bold 10 Legend on Turns the legend on off Values true or false e Legend position If the legend is turned on these are possible values left right top or bottom e Legend labels font Example values Arial plain 12 Verdana bold 10 e Percent labels on Shows the percent of total for each slice Values true or false e Sample labels on Specify if the sample labels should be displayed Values true or false e Value labels on Specify if the value labels should be displayed Values true or false Value labels prefix Sample value e Value labels postfix Sample value USD e Font for sample value percent labels Example values Arial plain 12 Verdana bold 10 e Color for sample value percent labels See color codes for details on how to specify colors Invalid elements Report elements might have an invalid state if the question order has been changed or questions have been deleted in the survey after the report element was created If any report elements are invalid the report can not be generated A needs verifi
9. example Of et buon allornere nts B L il OButon ButonO gon estan left righi ete te e Image Each choice can include an image If you want to use images you need to enable them first by turning on the enable image checkbox To add an image click on the small image button You can either select an image or upload a new image from the dialog box that will appear See the section called Images Image alignment This will indicate the position of the image relative to the text and button The alignment choices are e image right e image left image top e image bottom Example of using images 27 http www objectplanet com Opinio Fish In this example the button alignment was set to bottom relative to image text and the image alignment is set to bottom relative to the text e Edit buttons To make editing the multiple choice question easier buttons are provided to move choices up and down and to insert and delete When moving up the current choice will be swapped with the preceding choice When moving down the current choice will be swapped with the choice after it When deleting all choices after it will be moved one position up When inserting all choices following the current choice will be moved down and a new empty choice will appear Allow multiple selections If this feature is selected the choices for this question will appear as checkboxes meaning each option can be turned on or o
10. e Translations are up to date e Survey open dates are set e Survey is unlocked green light on the survey ade reen Survey links for distribution AYeEndli h default ttp localhost 8080 opinio 1755 A survey can be published in several ways Send the survey URL the address of the survey as written in the screen above to your respondents by email Use the Opinio built in invitation feature to send your survey invitations This allow you to track your invitees who responded who did not send reminders automatically to those who did not respond add custom data etc Perform telephone interviews This means that the telephone interviewer asks the questions and enters the responses as given by the respondent Post the survey URL on a web page If you do not know how to do this ask your webmaster to do it the person who is responsible for maintaining your web site Reports are available live while respondents are completing your survey This allows you to monitor the progress and invite more people to take the survey if needed See Chapter 7 for more information about reporting This was the basic steps for building a survey Opinio offers a wealth of possibilities for creating designing publishing surveys and reporting the collected data See other sections of this documentation for more details The user interface The user interface contains common elements found on most screens in the application It is of great advant
11. Invitee can have one of the following statuses e pending Invitee has not yet received the invitation ok Invitation has been successfully sent to the invitee e error not sent Error occurred and invitation could not be sent See the log file for more details about the error e reminder error Error occurred and reminder could not be sent See the log file for more details about the error invalid email Invitation cannot be sent Invitee email is invalid Date sent The date and time when invitation was sent to this invitee Reminders Number of reminders sent to the invitee e Responded Indicates if the invitee has responded to the survey If the survey attribute Anonymity of respondents in invitations is set to No anonymity then See response link will be provided If anonymity is enabled Responded will be shown for the invitees who completed the survey See the section called Security and privacy for more details on security privacy settings Resend The invitation can be resent from this screen Check resend checkbox in the resend column and click resend at the bottom of the list You can optionally modify the messages before sending 93 http www objectplanet com Opinio Resend invitation 3 Al customers a fathranced edit The invitation link will then be sent to the invitee s email address If you need to send it to another email address click on the invitee s email
12. MatriX NaviGation rias Vai aga i a a i a a a Quick editing of matrix CellS lt a kaka aaa eee eee aaa aa aaa aaa aaa Coll Groups o aa In text elements 4 4 sias ais aa das a asis Ia a dise In textielementtexdt A Wa ee ley sede In text element NUMETIC skinasi s penis sek louder adis Gone bei a Si In text element dropdown occoccnccoconccnconccnconconcnnconcnnconcnnroncnnroncnnronenarones In text elem nt checkbox cocos sansa sos eei aa rats a SS K Ee Open ended question i iii sa kissa ais ka sus ie sa cee einen desks ss ke is a ss NO type QUES Macanal oa age a i ia E a A a a Navi ation A A a a i ia lee A NS E e a ti Plugin yalidators tios rc iri S saseeasha a E a eaa OLPAMIZING QUESTIONS derrete gests Goss sia ss ka sa ss decay ones oes bed i S ses a se i as QUESO UE A iai si i a i e is eik sa i SECHONS os side sek a ss dau ae aa Ajas a ae a Ai a tee is Text between Questions LLU iai aaa o a ae a a a e nk ed odes Add j estiont0 lIDFALY eeigen iais ss ika San Aa ns a i Ka i p ee ni p i a Copy question from library Lists sai sean en pa a E a a si es e i e BLOOD Branching Overview ae Branching types erica a haa a is TE a KE PSS a k as S ii K Branching Condition Le ki kio o as Exclude Questions sti sakiniui a dai Ai a Ti I I ia a A aa I NE Pipina sl ies Pipin OVER E QUESTION response PIP da ie Invitee data PIPE A a S aa A A a o Fixed yal Pipini ta id http www objectplanet com Opinio Survey URL p
13. Menu box Auto create filtered reports di Customer satisfaction survey Select report to use as template for None new reports Prefix for auto created reports Auto Select questions for report generation One report per response alternative will be created containing filter on that response value g O 1 Which of our products do you use O 2 How satisfied are you with the product v 3 How long have you been using the product Create Cancel 137 1 0 1 1 1 0 h http www objectplanet com Opinio To generate reports you need to enter the following data Report to use as template Select the report that you want to use for the report generation The report structure and filters will then be inherited from this report by all the auto generated reports Select None if you want to use the default structure The generated reports will then contain all questions in the survey with summaries and horizontal bar charts for each question e Prefix Enter the prefix for all generated report names This can help to separate the auto created reports from the manually created ones For example if you enter value Auto the generated reports will be named like this The prefix value is optional e Questions Select questions that answer alternatives will be used for report generation It will be created one report with one filter on each answer alternative for each selected questions Example 7 2 Auto created reports
14. Note that the poll displays the poll result chart or thank you note instead of questions before the start date and after the stop date and not a closed poll message Convert to survey If you want to extend the poll and convert it to survey click on Convert button The poll will then change type to Survey and will open all the Survey features Important You can NOT convert surveys to polls Reload poll Reloading a poll is similar to reloading a survey Refer to Reload survey Translations Poll translations are similar to survey translations Refer to Survey translations Poll collaboration Poll collaboration is similar to survey collaboration Refer to Survey collaboration 105 http www objectplanet com Opinio Chapter 6 Publish poll Publish poll To publish a poll copy and paste poll source to your web page source at the desired position The poll source usually includes the three lines lt script src http www mydomain com 8080 opinio include survey js gt lt script src http www mydomain com 8080 opinio ps s lang en gt Note If you place more that one poll on the same web page you do not have to include the first two lines for other polls Just make sure that they are included one time BEFORE the first poll For second third etc polls just include the line lt script srce http www mydomain com 8080 opinio ps s lang en gt Checklist before poll publishing There are
15. Reports and Data dl Customer satisfaction survey 1 dijs ummary report Copy Rename Delete dic omment report Copy Rename Delete dj Auto Q3 lt 6 montt Copy Rename Delete di auto 53 6 gt 12 month Copy Rename Delete di auto Q3 1 gt 2 years Copy Rename Delete di aut o Q3 2 5 years Copy Rename Delete dj Aut gt gt 03 gt 5 years Copy Rename Delete 138 http www objectplanet com Opinio Chapter 8 Publish your reports portals Report portals Report portals lets you publish your reports It is a simple way to make your reports available to other users coworkers partners customers etc You can choose the level of security portals can be public password protected or private The look and feel of your reports are controlled by professional looking templates that allows you to select the layout and color scheme You can add any number of reports to your portal You can also add heading subtitles icons and texts A sample report portal My report portal Aug 24 2006 CUSTOMER REPORTS EMPLOYEE REPORTS de Customer satisfaction small accounts de Employee satisfaction reports Legal del Customer satisfaction micro accounts de Employee satisfaction reports Human Resources di Customer satisfaction medium accounts del Employes satisfaction reports Sales di Customer satisfaction large accounts del Employee satisfaction reports Production de Customer satisfaction ver
16. labels and buttons elements visible to the respondents Survey look and feel is available from the Menu box on survey administration page Survey look and feel The survey look and feel is important for several reasons It sends a message to the respondent that the survey is serious or professional or simply for fun It is sometimes important to match the design of your website 61 http www objectplanet com Opinio Survey Look and Feel customer satisfaction survey Look and Feel Template se fault blue sky cool water midnight E opini nar O O O O romantic imple black imple darkgres simple maroor simple navy blue ret Layout HTML file B Form width 600 Number of columns 1 v Question numbering Default y rogress ba O The design of your survey can be controlled by two main methods A survey template or a CSS file Cascading Style Sheet The simplest is to use a template which is often more complete with a set of images to enhance the look amp feel Template To use s template click on the template tab A template is a predefined look and feel that you can choose for your survey Select a template and click on save Click on preview survey in the menu box to see how your survey looks with this new design Currently a template can not be uploaded or changed through the Opinio user interface e CSS To use s CSS file click on the CSS tab A CSS file is a style sheet file that controls the look and f
17. the appender checks if a report should be send by email Whether an email is send or not is affected by the time interval since last error mail and the interval attribute log4j appender emailReport triggeringLevel ERROR Set minimum interval between mails in minutes A mail will be sent on the first occurrence of a triggering event Then a new mail will not be sent before the interval time has elapsed Events occurring during the interval period are stored in a queue system The first triggering event that happens after the interval has elapsed includes the events from the queue The queue contains the five first and five last events reported in that period If the interval is set to 60 the default you will receive maximum one email per hour log4j appender emailReport interval 60 Set layout The layout can be configured according to the log4j manual but it is recommended to keep the defaults log4j appender emailReport layout org apache log4j PatternLayout log4j appender emailReport layout conversionPattern d Sp 10t c 2 m n Set authentication details if your email servers requires authentication Only uncomment these attributes if it is needed log4j appender emailReport UserName lt mail server username gt log4j appender emailReport Password lt mail server password gt 180 http www objectplanet com Opinio Chapter 13 Appendix This chapter describes a few issues that are useful in various places in the s
18. there are always some special features needed by various users The plugin framework imposes certain requirements that the plugin must meet but no restrictions on the design on what type of functionality this plugin can offer This section describes what a plugin must do in order to meet this requirements To write a plugin Java skills are required Some time must also be spent to understand how Opinio works This knowledge is done by using the product and looking through the plugin API included in the Opinio distribution The plugin API is limited to the method calls that was regarded as useful to plugin developers There is even more functionality available in Opinio but not yet offered through the Plugin API ObjectPlanet welcomes any suggestions to improve or extend this API if the suggested change is reasonable Please let us know and we will gladly consider your suggestions Please go here to let us know http www objectplanet com Opinio Important Writing a plugin puts great responsibility in the hands of the plugin author A small and simple plugin can potentially break the stability of the entire system The Plugin API must be understood before using it And before you go live using the plugin test it well Then test it again 184 http www objectplanet com Opinio Plugin architecture Below is a UML diagram of the classes and Plugin API used by the plugins The class MyPlugin is written by the plugin develo
19. you If another survey designer has locked the survey you will have to wait until he she is done Error in survey If the system has detected an error in the survey it will notify the survey designer by adding an error message at the top of the survey administration screen and changing survey status to Error Respondents cannot answer the survey with errors because this might result in data inconsistency Number of allowed responses for the survey has been exceeded See the section called Survey behavior 76 Besides the survey status you can also see the important survey details on the administration screen Survey link Link for respondents to answer the survey Start date The date when survey becomes available to respondents Click on the link to edit the date Stop date The date when survey becomes closed for respondents Click on the link to edit the date Number of responses Displays number of survey responses e Stored responses responses currently stored in the database Includes both complete and incomplete responses Incomplete respondents include respondents who abandoned the survey and respondents who saved the survey for later completion 20 http www objectplanet com Opinio e Ongoing responses number of respondents currently responding to the survey e Completed responses number of respondents who have completed the survey and stored in the database Number of questions number of questions
20. E 9 My files 10 v K M Rows Displayed f layir t L MyDocument doc Download Delete L myPdfOocument pdf Download Delete Upload a file To upload a reusable file click on the Upload tab when viewing the list of files either My files or Common files Locate the file that you want to upload by clicking on the Browse button Type in the new name optional and select the list My file or Common file to which you want the file to be uploaded applicable for super users 163 http www objectplanet com Opinio only If a file with the same name already exists in the list you must either specify another filename or check the Replace if exists checkbox Add new file 4 New file gt Upload File to upload New name for the file Whitepaper doc Upload to location O My fle O Common tie Replace if file exists O Download a file A file can be downloaded to disk by clicking on the download link in the Action column 164 http www objectplanet com Opinio Chapter 11 My profile For changing your profile Login name cannot be changed it is assigned when the user is created All other info can be changed User settings amp boba Q MT 1 ate A m er name Bob Ada rd or rm pas Em Lang t v T GMT 1 0 Europe B v A y ri Memo Location of uploaded files f password field ts empty the current password will be ke Login name Login name is used as identification when log
21. Inc product does this 9 What was the main reason for choosing MyCo 10 Please name the main features you like abo 11 Please suggest new features you would like 12 What type of applications are you using Ea 13 For which internal departmant s do you de 14 We deploy our applications as 15 How many applications have you developed u 16 How many servers have you deployed EasyCha 17 How many developers are developing using E 18 We vould use EasyCharts NET deployment if 19 What type of surveys have you conducted 20 How many surveys have you conducted 21 How many authors are using the product 22 How many total respondents have you had 23 I mainly use Network Probe for the followi 24 We have deployed this product on the follo 25 How many sites do you monitor 26 How many subnets do you monitor 27 How many PCs do you monitor 28 What other network management products sol 29 For how long did you evaluate the product 30 How long do you feal it took for your MyCo 31 Would you recommend your MyCommpany Inc pr 32 I would like to receive information from M Finish Click on a question in the list and you will be able to customize the response value labels Rating question 126 http www objectplanet com Opinio Response value customized labels a Summary report Question number 6 Question is of type Rating Rating labels Default Levels C
22. It s important to note that piping is processed on the server and that piping element will not be replaced with the value until the piping source has been saved This means that the piping source the question where the piping value comes from and the piping tag could not be located on the same visible survey page Place the piping tag on a page after the source question To create a piping definition of type Question response select Question response and click on the continue button New piping You will see the list of all questions in the survey and can now select the piping source question 57 http www objectplanet com Opinio New piping ig New piping Cy Piping name Company Size Select question 1 In which country are you located 2 Which industry are you part of 3 Please indicate the number of employees in 4 How long have you been a MyCompany Inc cu 5 How satisfied are you with MyCompany Inc How satisfied are you with the quality of 7 To what extent did our product meet your 8 How satisfied are you with the MyCompany I 9 For which MyCompany Inc product does this 10 What was the main reason for choosing MyCo 11 Please name the main features you like abo 12 Please suggest new features you would like 13 What type of applications are you using Ea 14 For which internal departrment s do you de 15 We deploy our applications as 16 How many applicatio
23. Jones human resources 2941 mary yourdomain com Mary Brown research 0381 Examples with labels Email only email joe joe com mike mydomain com mary yourdomain com Email and name email name joe joe com Joe Smith mike mydomain com Mike Jones mary yourdomain com Mary Brown Email name and attributes email name department employ number joe joe com Joe Smith sales 1251 mike mydomain com Mike Jones human resources 2941 mary yourdomain com Mary Brown research 0381 Email and attributes no names department employ number email sales 1251 joe joe com human resources 2941 mike mydomain com research 0381 mary yourdomain com Manage Invitees All invitees registered in the invitation can be managed from the invitee screen Click Manage invitees in the menu box when viewing invitation details 92 http www objectplanet com Opinio Manage Invitees gj Al customers Q Page 1 cag annJjenkin rmnycompanyi rr Ann Jenkin pending 0 gbobby mycompany2 com Bob Carter pending 0 O ca chris objectplanet or Chris Porter pending On the invitee screen you can find the following columns e Invitee email Email address associated with the invitee By clicking on the invitee email link you can edit the email address and additional custom invitee attributes Invitee name will be displayed if it exists When adding invitees to your invitation invitee names are optional e Status
24. My images or Common images to which you want the image file to be uploaded applicable for super users only If a file with the same name already exists in the list you will need to either specify another filename or check the Replace if exists checkbox in this case the existing file will be overwritten Add new image New mage 7 Upload nmon Tes Important The upload file must be a valid image file If not Opinio will reject it as a security measure Download an image file An image file can be downloaded to disk by clicking on the download link in the Action column Downloading an image file is useful if you want to edit your image files or if you want to use the same image file within another installation of Opinio HTML files 161 http www objectplanet com Opinio HTML files in this context are html files used to embed the survey pages within an html page This html file can be used as a template for surveys which makes it easy to integrate surveys with the layout of your existing web portal for example Resources E 9 My HTML files 10 v p K M Rows Displayed results found displaying 1 to 3 8 site_template html Download Delete 45 test html Download Delete is te st2 htm Download Delete Upload an HTML file To upload a reusable HTML file click on the Upload tab when viewing the list of HTML files either My HTML files or Common HTML files Locate the
25. address to update it Delete Select the invitees you want to delete and click the delete button at the bottom of the table If the invitee has responded to the survey deleting the invitee will not delete the response If you need to add new invitees to the existing invitation click on the Add invitees link at the top right corner of the screen You add invitees to a completed invitation but note that before you can activate this invitation again you must add another reminder date IMPORTANT Newly added invitees will receive their first invitation email on the next invitation execution Then they will receive reminders or last reminder message in the next rounds of executions as long as the invitation is scheduled Here is an example You ve created an invitation with send date set to Monday and 2 reminders which will be sent on Wednesday and Friday This means that the invitation is scheduled for three executions Monday Wednesday and Friday All originally entered invitees will get invitation emails on Monday If on Tuesday you add new invitees to the invitation they will not get the invitation email until the next scheduled execution unless you chose the option send immediately when adding new invitees Thus on Wednesday all originally added invitees who have not yet responded will get a reminder and all new invitees will get an invitation email On Friday everyone receive reminders and the invitation is completed The newly added
26. after purchase Ip based system URL This is the URLs Opinio uses for communication mostly for transferring files between cluster members It does not apply if you are running Opinio in single server mode It is very important that all URLs are set correctly when running in clustered mode License Key This is the license key that enables various features in Opinio It is the license key that determines the edition you are running Expiration The number of days until a new license key must be obtained e Users The number of Survey authors admins allowed in the system This number indicates named users This means that the license determines the number of users you can register create in the system Once you reach this number you will no longer be able to add more users unless existing users are deleted 172 http www objectplanet com Opinio The number of survey respondents is unlimited no matter what kind of license you have Even without a license key your surveys will still run and Opinio will still accept responses Clustered Shows if clustering is turned ON or OFF for this particular Opinio installation This is determined by the license key Status Shows if the license key is OK or invalid If you enter a clustered license key in the screen above and then click on license setup again you will see the following screen Administrate Licenses Cluster members This allows for configuring the license
27. be accessed by clicking on the Panelists link in the Menu box from the main panel screen Panelists 2B My panel 8 Page 1 2 3 rane ist Test 1 panelist myTestDomaini com Subscribed View surveys Change password Delete Beane ist Test 2 panelist myTestDomain2 com Subscribed View surveys Change password Delete Pe anelist Test 3 panelist myTestDomain3 com Subscribed View surveys Change password Delete Beane ist Test 4 panelist myTestDomain4 com Subscribed View surveys Change password Delete Beane ist Test 5 panelist myTestDomainS com Subscribed View surveys Change password Delete Beane ist Test 6 panelist myTestDomaing com Subscribed View surveys Change password Delete Pe anelist Test 7 panelist myTestDomain7 com Subscribed View surveys Change password Delete Prane ist Test 3 panelist myTestDomaing com Subscribed View surveys Change password Delete app anelist Test 9 panelist myTestDomaing com Subscribed View surveys Change password Delete Pane ist Test 10 panelist myTestDomainiO com Subscribed View surveys Change password Delete 257 anelist Test 11 panelist myTestDomainii com View surveys Change password Delete Bane ist Test 12 panelist myTestDomaini2 com View surveys Change password Delete Beane ist Test 13 panelist myTestDomaini3 com View surveys Change password Delete Panelist Test 14 panelist my omainis com Subscribed View surveys Change password Delete Panelist email and curre
28. be sent to the translator on when you click on the Save button This allows the receiver to access the restricted translate page authenticated by a key in the URL where he she can translate the survey You may customize the message to the translator before it is send If you want to have an individual look and feel for the translation set the css file to use for this translation It s optional and if language CSS is not specified the survey CSS will be used Translate survey The translate screen can be accessed as a translator or as an Opinio user If accessed by a translator the navigation links and menu are not visible Essentially he she is not logged into Opinio as a user only a translator and should not see the menus The screen lists all visible text in the survey Use Save and return button if you want to save the filled texts and return back and continue translating Use Save and exit if you want to save the changes and leave the screen If some of the texts are left empty the text lt empty gt will displayed in the translated survey when respondents access the translation 82 http www objectplanet com Opinio Survey translations Dy Translate survey customer satisfaction survey to German 8 Survey attributes Status needs update ObjectPianet customer survey Heading gt Greetings In order to learn more about our customer base MyCompany is pleased to announce our 2006 customer survey To show our ap
29. be used in the last email sent to your invitees but only if you have more than one reminder date set Click create and the invitation is now stored Its status will initially be inactive Before activating an invitation you must add your invitees This is done by clicking on Add invitees in the left menu box Important Do not change the link to the survey in the invitation messages The survey might be unreachable if it is changed The ID and KEY placeholders are used to track the invitees to indicate who has responded and who has not REOPEN is only used when an invitee already has completed the survey and the link has been resent from the Opinio admin module This is another key generated from the respondent id and invitee key When this reopen key is valid the multiple response restrictions if any will be reset and the invitee will be able to continue with the reopened survey It is not used instead of but in addition to the invitee key Remember to set up your email server first See the section called Setup Edit invitation To edit an invitation the screen looks the same screen as when adding invitations After you have edited the invitation settings click save The invitation will be set to inactive when saving to prevent any accidents It will let you check your settings in the detail screen before you activate the invitation again See invitations for more details on the settings on this screen Add invite
30. e Buttons many items can be selected Profile form Profile form is the page where panelists enter information about themselves The form is available to panelists as a part of the Edit profile screen in the panelist portal The Profile form as created when the panel design is complete Click on the Create profile form button on the bottom of the Edit attribute or Edit categories screen You can preview Profile form by clicking on the preview link in the Menu box from panel screens Panelists Panelists are people who agreed to provide information about themselves and to be invited to participate in multiple surveys Usually you find panelists by providing a link to the panelist registration page from your website Panelist registration consist of two stages 1 The panelist enters required information on the New panelist page in the panel portal Panelist name email and password are required Panel portal D View surveys New panelist D Edit profile gt Edit Account ID Unsubscribe D Delete profile Confirm password Y Logout Ok Cancel 2 The panelist receives verification email with the link to the panelist portal When the panelist clicks on the link included in the email the email address is verified and panelist can proceed with the profile form The panelist is not required to fill out the form Some or even all panel attributes may remain unanswered Panel portal 150 http www objectplanet com Opinio
31. end link to access another survey If your survey is confidential you might want to set the custom id to mySurveyld for example e Save URL parameters It is possible to specify URL parameters to save with each respondent By setting this survey attribute it is possible to turn the automatic saving of these URL parameters on off This is necessary because it should be possible to let a plugin handle this data if it is not going to be saved automatically The default value is to save the parameters Yes The custom parameters must be specified in the survey URL like this e http www mydomain com s s 999 opdata_namel XYZ opdata_name2 Z YX In this example the parameter s is the survey id The namel part of opdata_namel is customizable Le each custom parameter must start with opdata_ Any number of custom parameters is available the only limitation is the length of URLs usually 2083 characters Internet Explorer The custom data will be available in the single response report and raw data export This of course only applies if the data is actually stored in the database Start and stop dates All surveys have start and stop dates This is used to control and restrict responses within a specified time frame This feature can also be used to close the survey immediately since it is possible to set the stop date while the survey is running Respondents trying to respond to the survey before the start date or aft
32. file was too big Please select another one advanced edit Upload help message Please select image you want to add and click on the Upload button This section contains buttons and texts that are used when respondents are uploading images as a part of their response to a question See Respondent upload Please note that these buttons and texts will only be in use if the survey contains questions that are allowing image 66 http www objectplanet com Opinio uploading upload test 1 How do you rate our semite 12345 MIA Insuficient O O OO OGood O i 3 survey Microsoft Internet Explorer Upload irage Please select image you want to add and click on the Upload button Image to upload C projects websita images oga Image name logo gif Select image Select one of your images and click on the Select bufon to add itto your answer e Select image label title used on the page where respondent selects image from the list of uploaded images Your images label label of the list with uploaded images 67 http www objectplanet com Opinio e Select button text label of the Select button e Add button text label of the button that goes to upload new image page e Close button text label of the Close window button e Select help message message that will help respondent with the image selection e Upload image label title used on the page where re
33. find your survey later among a list of other surveys 17 http www objectplanet com Opinio A ename survey Customer satisfaction sample 7 Renaming polls Renaming polls is similar to renaming surveys Deleting surveys and polls Delete survey link is accessible from Action column in the survey list table The survey must be empty contain no respondents Delete the responses before you can delete the survey This is a data security measure added by design Deleting polls Deleting polls is similar to deleting surveys 18 http www objectplanet com Opinio Chapter 3 Design a survey Once the survey is created click on the survey name from the folder content screen You will be redirected to the main survey screen survey administration screen From here you can design the survey invite people to participate in the survey and monitor the data collected Designing a survey starts from the survey administration screen since it gives you access to all survey features Design steps Here is the complete list of survey design steps See the quick start chapter for a short description on how to create a survey Create questions 2 Create conditional branching if needed 3 Customize look and feel 4 Configure survey security 5 Configure survey behavior 6 Translate survey 7 Test the survey to see that it looks and behaves as intended See Checklist before survey publishing 8 Publis
34. http mydomain com opinio upload surveys 152 518506 logo gif gt The max image size allowed can be set in the survey attributes see the section called Survey behavior 76 The images will be stored on the server in this folder upload surveys survey id respondent id The survey id and respondent id is unique ids automatically assigned to the survey and respondent as they are created Below is a sample survey with a simple rating question and a text box with the image upload feature enabled The example shows the window as the file is being selected and uploaded 41 http www objectplanet com Opinio 10 Please name the main features you like about our product Upload image Please select image you want to add and click on the Upload button 2 Image to upload C temp myimage jpg Browse image name myimage jpg Select image 3 Select one of your images and click on the Select button to add it to your answer mylmage jpg M Example 3 11 Open ended guestion 42 http www objectplanet com Opinio 1 This question has a free text bow with 1 row You type itin like this This is my label Then tie resulting label and input fleld will look bike This is my label 2 This question has a free text box with 1 row and label above ihe field You type itin like this This is my label lt br gt Then the resulting label and input field will look like This is my label 3 This qu
35. http www objectplanet com Opinio Portal security Opinio report portals supports 3 levels of security Set the security level appropriate to your intended use of the portal Click Edit portal security from the menu box on the left side of the screen Report Portal Security a Demo portal 7 Private assword pr O Public O e Private The report portal will only be accessible if the Opinio user has at least view access to the report portal Usually that will only be the creator of the portal e Password protected With this setting a password is required to enter the portal You will need to give your audience the password and the URL to enter the portal e Public Public portals does not require any login of any kind If you know the URL to the portal you will have access to it including all reports on the portal Note Portal security and access to protected reports Report portals give your audience access to all reports included in the portal This means that even if the individual reports are password protected they usually are the portal users will still have access to them This applies even if the portal is public In other words you can make protected reports public by including them in a public report portal Report portal list The report portals are available by clicking on the Report portals from the main menu This page lists all portals available to your account currently report portals cannot be shared b
36. in the catalina sh file JAVA OPTS Xmx512m Djava awt headless true This example sets the Java memory usage to 512mb Set it to even more if you have enough memory on your server See the documentation for your application server if you are not running Tomcat on how to allocate more memory Logging may affect performance If log level is set to debugging Opinio will write a large amount of log statements 178 http www objectplanet com Opinio to the log file This will slow the server down The default log level is info which will log most user actions usually one per screen This level does not cause much performance loss If your server is operating under extreme conditions lots of authors and respondents using the server at the same time there might be a little performance gain by setting log level to warning Note that logging at info level is usually very helpful for the Opinio support staff when diagnosing problems enabling them to see the history of actions leading to the problem See Log file for more information about the log file settings The Opinio log file The log file is very helpful to diagnose problems Opinio will log messages to the log file with information about user actions and other events in the system By configuring the log file properties logging can be set to various levels for specific modules The log configuration file is opinio home WEB INF log4j properties The log files are located in th
37. in the frequency tables and statistics sections in the report These labels can be customized e Frequency table label e Checkbox checked label e Checkbox not checked label e Weight label e Code label e Absolute frequency label e Cum absolute frequency label e Relative frequency label Cum relative frequency label Adjusted relative frequency label e Not answered label e Sum label e Text input label Interval over label Interval between label Interval under label Interval value included label Interval value excluded label Look and feel The report look and feel is fully based on the template selected for the report For the current version Opinio 6 0 there is only one template available More templates will be added later 129 http www objectplanet com Opinio Response value customized labels a Summary report 8 yest 4 Jestio l in text element labels lement nam nam vent name Report filters Filters provide a way to build powerful reports It is a way to zoom in on a subset of the respondent data and get a report based on this data set For example in question 2 you have a question that asks about gender male female You want a summary report all questions on all females you want to exclude all males from the report Then you simply create a filter that filters out all males from this particular report Many filters can be created per report If there are more than one
38. invitees will not receive more reminders after the last run even if they have not received as many reminders as the reminder dates set for the invitation Invitation details 94 http www objectplanet com Opinio The invitation details screen indicates the status of the invitation and key information such as number of invitees how many responded and possible errors and the invitation schedule Invitation details 3 Al customers Y cheduled Sent i date 11 28 06 6 07 PM 11 28 06 6 19 PM e Status The status of the invitation See the section called Invitation list for invitation status details Invitees total The number of invitees added to this invitation Invitees responded The number of invitees who responded to the survey Import threads active When importing large numbers of invitees the import process will take some time This number indicates how many import threads are currently active Click on invitation details in the left menu box to refresh the screen e Schedule Lists all dates set for the invitation and the dates that the invitations reminders are sent The sent date indicates when the invitation or reminder was completed Phone interviews You can register up to 10 telephone interviewers per survey To add new interviewer enter his hers email in the New interviewer field and click on the Add button The interviewer will then appear in the list In the list of registered interviewers yo
39. of the methodology that was employed to obtain and analyze the data The method of research is placed at the beginning of the report right after the review of preliminary research The sub title for this section in the report can be changed on the General report labels page This text is optional Survey research findings The survey research findings may be used to give a written explanation of the tabular and graphic results The survey research findings is placed at the end of the report just before the conclusion The sub title for this section in the report can be changed on the General report labels page This text is optional Conclusion The conclusion may be used in the report to conclude with a strong section that draws implications from the findings indicates relationships and trends among the various tables and graphs The conclusion is placed at the very end of the report The sub title for this section in the report can be changed on the General report labels page This text is optional General report labels These texts labels are part of the system texts The report is created with same language as the survey language If the survey language isn t supported by Opinio the report is created with the default language set for the system The General report labels page contains general sub titles and labels that are displayed in the report Sub titles Table of contents title applicable for Pdf reports only
40. page displays all resources you have access to and the type of access you have on these resources You can not change these permissions they will have to be changed by a user with user management access rights to your user account If you have super user access another super user must edit your permissions 166 http www objectplanet com Opinio Permission list Mo Permissions for user boba 8 AAA Question libraries Foldar Main folder Folder R po al Administration Folder R Edit o customer satisfaction survey Survey ADMIN Edit o Cancel Delete Permissions ADMIN Permission to do everything with the resource R Permission to read al Permission to create new libraries in the specified folder 167 http www objectplanet com Opinio Chapter 12 Administrators guide The administrators guide is for configuring global settings top level user management and plugin setup Plugins are optional modules which provides specialized functionality It is important to understand the setup options features to make sure Opinio runs as intended Some settings must be set others are optional For some of the settings default values will often work OK but since Opinio runs in a wide variety of environments it is impossible to have a common setup scheme that fits all Setup The setup screen displays the current settings in addition to other system information 168 http www objectplanet com Opinio System set
41. question Matrix The Matrix is useful if no other type can handle your question The reason for this is that the matrix question gives you extreme flexibility to construct your question A matrix question is essentially a table with columns rows and cells Each cell may contain a label text field numeric field drop down list checkbox or radio button It can also be empty Example 3 4 Matrix question How satisfied are you wilh ihe Object lanet web site Verdissatisied i Very satisfied i J L a Download pages 1 O Order pages O O O Support pages OoO00 Oo00 Oooo OOOO OOOO Product pages Creating new matrix Set the size of the matrix and select type From here you can define how the cells in the matrix are going to relate to 31 http www objectplanet com Opinio each other by selecting the right type Rating scale This means that each row in the cell group can be rated with a value horizontally You should then supply with a label for each row and each column Ranking Makes it possible to enforce a response with one and only one selection per column and row Intersection Allow for one selection for the entire cell group an intersection between the columns and rows e Checkboxes A group with checkboxes in every cell Checkboxes represent a true false answer Dual scale Creates two group Makes it possible to do rating and importance for each item in the left column e Cus
42. question does not apply to the respondent an N A or don t know is useful if an answer is required to the question If this field is left blank no button for N A will be displayed on the survey form e Scale Here you set the number of levels for the rating The scale can be from 1 2 to 1 20 e Required Makes the response required If selected a validation message must also be entered Example 3 1 Rating question Rate this 1 2 3 4 5 Insufficient 5 O O O Good Numeric If the input for the question is strictly numeric select this type Although it is possible to use a free text input field for this it is recommended to use this question type for these reasons Numbers can be validated select either integer or decimal and min max values If anything other than a number 1s typed into this field the system will automatically tell the respondent about it e More statistics can be computed with a numeric field in the reports e Will occupy less space in the database than text fields Improves database performance NOTE Use numeric question type only for numbers you want statistic analysis for For inputs like telephone numbers credit cards and country zip codes text input type is recommended 23 http www objectplanet com Opinio New question Y Question 33 33 71 Previou Firash Next Advanced edit H a y Sy 3 Sa Numeric Type integer O decimal y Prefix label lar Postfix label Field s
43. rating 1 7 7 12 Delete Kai cel eco One choice per row rabia ka E xX 2 me XxX 5 HESESES y V aldati n Message Please rabe all tems Name Set the name of the new cell group used on the administration screens and reports Group type Select the type of the cell group Rating scale This means that each row in the cell group can be rated with a value horizontally You should then supply with a label for each row and each column For Dual scale question create two cell groups one for rating and one for importance See example below Ranking Makes it possible to enforce a response with one and only one selection per column See example below Intersection Allow for one selection for the entire cell association an intersection between the columns and rows See example under e Checkboxes An association with checkboxes in every cell Checkboxes represent a true false answer See example below Custom Allows for any type of input in each cell except radio buttons This type of group does not impose a 36 http www objectplanet com Opinio strong relation between the cells other than a common background color if selected and a heading See example below e Group position Select cells you want to associate from top left cell to bottom right cell Note that group can not intersect e Heading Set heading for your cell group optional The heading will be visible in the survey onl
44. screen 151 http www objectplanet com Opinio The existing login screen can not be extracted from the panel However the integration can be done with the custom login form that sends the entered credentials to the panel portal You can change the look and feel of the form as you lt form action PANEL PORTAL URL action loginPanelist method POST gt lt table gt lt tr gt lt td gt Login name lt td gt lt td gt lt input type text name login gt lt td gt lt tr gt lt tr gt lt td gt Password lt td gt lt td gt lt input type password name password gt lt td gt lt tr gt lt tr gt lt td gt lt td gt lt td gt lt input type submit value Login gt lt td gt lt tr gt lt table gt lt form gt login form that sends the entered credentials to the panel portal You can change the look and feel of the form as you like making it integrated into your web page When a panelist enters the correct login info he she will be redirected to the panel portal If panelist enters incorrect values he she will still be redirected to the panel portal with Login failed message over the portal s login page New panelist page This link opens the New panelist screen in the same window This link opens the panel portal in a new window lt a href PANEL_PORTAL_URL amp action viewNewPanelist gt Join the panel lt a gt This link opens the New panelist screen in the same
45. some things that should be checked before publishing the poll e Test the poll Make sure that poll looks and behaves as intended Make sure that piping tags are replaced correctly if used e Go to translations page and make sure that all translations are up to date if your poll is translated e Set poll open dates Make sure that poll open dates are set to the date you want the poll to be open Note that by default the poll is open for one week only starting from the created date e Unlock the poll The last thing to check is that the traffic light icon on the poll admin screen lights green meaning that poll is now open for votes 106 http www objectplanet com Opinio Chapter 7 Reports and data analysis Manage responses View each response separately By clicking on the link Manage responses in the Menu box you get a list of all the responses for the current survey 4 stom 1 1 su tor d r 1 ate p 397 1 3 a 2927253 5 11 27 5 r a 427254 1 29 2 1 1 p a 292725 1 a r 292725 1 E a 292725 A 1 a a 42725 1 292 1 E E 427261 7 5 1 7 5 a r 24 27262 2 11 2 29 2726 1 A ES 427264 2 1 11 2 12 29 2726 1 r 1 gt a From this list there are links to each response click on the respondent id a column for reopening and sending the survey link to one or more recipients and checkboxes for deleting responses To reopen and send the survey link each respondent must have a valid email address Some email fields have
46. the portal and the template Click save to make your changes persistent Now you can add content to your portal Click on Report portal items which will show you the list of portal items no items yet Click Add portal item in the left menu 141 http www objectplanet com Opinio Add portal item Text Advanced edit Each report portal item can be either a text item or a link The text can be a heading label or description This is up to you simply format the text in any way you like The link can be a URL to an external resource or an Opinio report For example start by entering a title Customer reports Click on save When in the item list again click on Add portal item in the left menu again or click insert somewhere in the item list if you want to add an item at a specific position in the portal In the add item screen select the link tab Add portal item Link For each link item in the portal you can set e Link label optional Label of the link item Link icon optional To the left of the link or label you can insert an icon Link title optional Title of the link Will show as a tool tip when you move the mouse over the link item Report This is the actual report URL link All link attributes are optional except the report url 142 http www objectplanet com Opinio It does not have to be a link to an Opinio report It could be a URL to an external r
47. the section called Branching condition Any number of conditions can be added per question Delete condition To delete a condition click on the red cross x icon to the left of the condition that you want to delete 49 http www objectplanet com Opinio Advice Opinio lets the survey creator add several conditions per question Each condition is handled completely independent of each other This means that if several conditions are added especially for a single question it may cause a condition to always trigger for this question no matter what the respondent s input will be Setting up the conditions require some thought and also some testing to see if the conditions behave as expected Test the survey by responding a few times to make sure the survey behaves the way you expected Also remember to check the responses report to ensure that the correct values have been stored Using conditional branching is like programming the survey and requires verification Branching out of date The branching can become out of date for various reasons When the branching is out of date there are conditions with invalid filters In this case the conditions need to be verified See Invalid filters for more information Invalid filters are displayed in the branching overview with an error cross icon on the filter value Branching overview The branching is out of date Please verify that the conditions are correct condititions mi
48. used when survey authentication of type Password assigned by invitations is turned on See the section called Security and privacy Password label label of the survey password field The label is used when survey authentication of type Password is turned on See the section called Security and privacy Respondent id label label of the respondent identification field The label is used when the respondent s credentials are not correct and login screen is displayed Ticket label label of the respondent key ticket field The label is used when the respondent s credentials are not 71 http www objectplanet com Opinio correct and login screen is displayed Login button text label login button Return ticket help message message to be displayed to the respondent if invalid respondent identification is entered e Password help message message to be displayed to the respondent on the login page The label is used when survey authentication of type Password is used See the section called Security and privacy Invitees only help message message to be displayed to the respondent on the login page The label is used when survey authentication of type Password assigned by invitations is used See the section called Security and privacy Survey is password protected Invalid invitee identification Invalid respondent identification Customer survey This survey ls password prote
49. w h a retum address is sent to you Invalid email message Please enter a valid emai address Email subject Survey retum ticket advanced edit Email body Thank you for participating in survey 0 To return to the survey click on the link below The 0 wil be replaced with the survey heading and an URL wil be added at the end advanced edit Your responses wil be saved Please enter your emad address and a link with the return ticket wil be sent to you Save return help message Save Cancel Please note that these buttons and texts will only be in use if the Enable save and return option is checked Customer survey Your responses will be Saved Please enteryour email address and a link with the reium fcket will be sentho you e Save button label label for survey save button Save button image image to use instead of just button with label See the section called Images Email label label of the email address field 69 http www objectplanet com Opinio e Send button label label of the button that will send email with the return link to the email address specified e Return link sent message confirmation message to be displayed when email with the return link has been sent to the respondent e Invalid email message message to be displayed if respondent entered invalid email address e Email subject subject to be used in the email message containing the survey retu
50. will not be able to read the XML files Some XML encoding references e Internationalization Concepts and Terminology http java sun com blueprints guidelines designing_enterprise_applications_2e 118n 118n2 html e Unicode http www unicode org e Unicode howto http sunsite ui ac 1d pub linux docs HOWTO Unicode HOWTO html e 8859 alphabet soup http www worldsearch com dunioc site en 508225 sites 2 list 42470 W3Schools com XML Encoding http www w3schools com xml xml_encoding asp Please contact us at http www objectplanet com support html if any of these links become invalid Translate Opinio Opinio support several languages for the administration screens Users can select the preferred language on the My Profile screen Only supported languages will be shown in the list New languages can be easily added to the system To add a new language you will need to create a resource file to hold your localized texts The resource files are located in the OPINIO_HOME WEB INF classes i18n folder 1 Copy ApplicationResources properties to a new resource file Add your language code to a new file for example e ApplicationResources ru properties for russian resource file ApplicationResources_it properties for italian resource file If your language uses other than latin characters add _native to the end of the file name Example ApplicationResources_ru properties_native 2 Translate all messages in the file to your la
51. 2006 11 27 27383 2006 11 27 27384 2006 11 27 27385 2006 11 27 27386 2006 11 27 15 6 2006 11 27 15 7 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 en Vatican City Non profit 1 2 years 11 25 0 0 0 123456 1 1 1 1 Network Probe 1 0 15 8 en Tokelau Transportation 1 2 years 11 25 2 4 2 123456 5 5 5 5 Network Probe 0 1 15 8 en French Southern and Antarctic Lands Retail 1 2 years 1001 5000 2 1 2 123456 2 15 7 en Denmark Financial ervices 6 12 months 26 100 4 4 2 cvbcvb 2 3 3 1 0pini0 1 0 0 1 15 8 en Italy Hardware Vendor 1 2 years 26 100 3 5 a 3 3 4 0pinio 0 0 0 0 1 0 0 1 Orat 15 8 en Lithuania Retail 6 gt 12 months 6 10 4 1 4 this isa random other text 2 2 2 2 0pini 15 8 en Panama Retail 6 12 months 6 10 4 1 4 this 15 a random other text 2 2 2 2 0pinio 0 15 8 en Djibouti Manufacturing 6 years 101 250 0 4 0 another random text 5 5 5 5 0pinio 1 15 8 en Tanzania Retai1 1 2 years 1001 5000 1 1 1 123456 2 2 2 2 0pini0 0 15 8 en Vanuatu Other 1 2 years 1001 5000 6 5 6 123456 6 6 6 6 0pinio 0 0 15 8 en Angola Government 1 2 years 11 25 4 2 4 123456 3 3 3 3 0pinmi0 0 0 15 8 en Panama Manufacturing lt 6 months 1 5 1 4 1 hey 5 5
52. 5 5 0pimio 0 1 0 0 15 8 en Norway Education 2 5 years 5001 10000 6 0 6 6 Jir oe eN 15 8 en Bermuda Software Vendor 1 2 years 11 25 0 2 10 123456 3 3 3 3 0pini 15 8 en Panama Transportation 1 2 years 11 25 5 4 5 123456 5 5 5 5 Opinio 15 8 en Maldives Other 6 years 10001 or more 2 5 2 another random text 6 6 15 8 en Kyrgyzstan Medical 2 5 years 26 100 3 5 3 61 t0w 4 6 6 6 6 Network Pro 15 8 en Antigua and Barbuda Government 6 12 months 501 1000 6 2 6 this is a random other t 15 8 en Belarus Financial Services 6 years 10001 or more 2 1 2 another random TOS Gp 2 2 0 15 8 en Georgia Financial Services 6 years 10001 or more 6 1 6 another random text 2 2 15 8 en Chad Software Vendor lt 6 months 1 5 6 2 6 hey 3 3 3 3 Network Probe 1 1 1 1 1 1 15 8 en Turkey Software Vendor 6 12 months 501 1000 1 2 1 this 15 a random other text 15 8 en East Timor Transportation lt 6 months 1 5 0 4 0 hey 5 5 5 5 0pinio 1 1 0 0 1 0 1 1 15 8 en Nicaragua Medical 6 12 months 6 10 5 5 5 this 1s a random other text 6 6 6 6 15 8 en Equatorial Guinea Software Vendor 6 years 101 250 6 2 6 another random text 3 3 15 8 en Zambia Retail lt 6 months 251 500 1 1 1 hey 2 2 2 2 Surveyor 0 1 0 0 0 0 0 1 0 h 4 1 1 3 in 2 15 8 en Guinea Bi55au Hardware Vendor 2 5 years 26 100 6 3 6 6 rdon 4 4 4 4 15 8 en Viet Nam Medical 2 5
53. 71 http www objectplanet com Opinio Plugins are used to extend the functionality of Opinio To add a plugin to Opinio simply place the plugin Jar file in the Opinio WEB INF plugins To do this you must have file system access to the application server If the plugins folder does not exist then create it Most likely it will exist because a sample plugin is included with Opinio Free and commercial plugins are available here http www objectplanet com opinio plugins html Plugin configuration will vary depending on the plugin Some plugins require no configuration at all Refer to the documentation included with the plugin for more details See the appendix creating plugins for information on how to create your own plugin License setup The license page lets you set up all the license keys for your Opinio installations whether it is a single installation or 1f there are multiple cluster members Administrate te Licenses Each Opinio installation will have a unique HostID This is used to generate the license key The host ID of the current Opinio installation is shown at the upper part of the screen When entering this screen the first time the HostID for the current Opinio installation will be shown at the top of the form Enter the IP based URL and a valid license key in the other columns and click save e Local Host id The unique ID that identifies each Opinio installation This is used to generate the license key
54. ATAARE ee fea i gt No conditions exist for this question o No conditions exist for this guestion o x A new customers exclude not relevant i ae EE EE o No conditions exist for this question o l No conditions exist for this question o l l No conditions exist for this question dl 7 How satisfied are you with the quality of AE No conditions exist for this question No conditions exist for this question gt x A Opinio and Surveyor x A EssyCharts x A Network Probe o No conditions exist for this question No conditions exist for th question No conditions exist for this question No conditions exist for this question e l l No conditions exist for this question o l No conditions exict for thie quectinn Important It s recommend that you set up all your survey questions first and then set up branching This is because the conditions are set up to filter out or include questions following the current question If there are no questions preceding the current then you will not be able to filter out or include any questions Create condition To create a new condition click on the plus icon to the left of the question to which you want to add a condition For the condition setup see the section called Branching condition Any number of conditions can be added per question Edit condition To edit a condition click on the condition name in the list For the condition setup see
55. Conduct telephone interviews Register telephone interviewers and send them link to the survey Checklist before survey publishing There are some things that should be checked before publishing the survey e Test the survey All surveys should be tested before publishing Use the actual survey link for testing and not the Survey preview because survey preview skips security checks and open dates Go through all survey pages and make sure that all questions are displayed as intended Make sure that the redirect link works if used Make sure that piping tags are replaced correctly e Go to the branch conditions page if used and make sure that all branch conditions are valid Try out all branch conditions and make sure that the correct questions are displayed to the respondent e Go to the translations page and make sure that all translations are up to date e Set survey open dates Make sure that survey open dates are set to the dates you want the survey to be open Note that by default the survey is open for one week only starting from the survey created date e Unlock the survey The last thing to check is that the traffic light icon on the survey admin screen lights green meaning that survey is now open for responses 86 http www objectplanet com Opinio Invitations Sending out invitations by email is one convenient way to publish your surveys If you have a list of email addresses you can either import them to Opinio f
56. If you do not need to use HTML in the invitation select text plain The HTML code should be a valid and complete HTML document Send date Set the date and time you want the invitations to be sent Subject The subject in the email sent to invitees A descriptive but short subject is recommended Message The content of the email sent to invitees It is also possible to type in html code if you want the mail to be shown as a web page E g use graphics colors etc Make sure you include the link to the survey here You can use variables NAME and EMAIL to add invitee name and email to the invitation message If you are using NAME make sure you include it when adding invitees Reminder dates 1 5 If an invitee has not responded reminders can be sent on specified dates Sending reminders is optional but it is sometimes helpful to send them in order to achieve a higher response rate for your survey Reminder subject Enter the subject of your reminder emails This is required if you have specified 1 or more reminder dates Reminder message Enter the message of your reminder email This is required if you have specified 1 or more reminder dates Last reminder subject optional Enter the subject of the last reminder email to be sent This will be used in the last email sent to your invitees but only if you have more than one reminder date set Last reminder message Enter the message of the last reminder email to be sent This will
57. Opinio Documentation http www objectplanet com Opinio Opinio Documentation http www objectplanet com Opinio http www objectplanet com Opinio Table of Contents 1 Getting Started cne Ia as Ta cock To rotas ADO recede eevee cd oa S ne thee treet eee o e da oe de iat a Sana dl pla sce coat ced s fa Survey QUICK start ii il tl tato ENS The use 16 E A a AA A IA O wate Folders a a a Ei a a I a aa a ba Create Tew SULVEY O o Aa ss Create new Poll a ie a A i a a ia LI a a I AS S S Importing survevs and polls aida r a si Sia R Ei S Ap s Exporting surveys and polls susikaus as ka iais ala ia i ai gu i i Ga a a i a Ia Copying s rveys and polls skin ik sek encase iais Kai sos aaa ea i a ss i i k a a i si E Renaming surveys and polls oi irese ine ss ia ea Deleting surveys and polla cl ide cepa vi ias a ads ei E As O age saps 3 DESIL SUTVEY eiii ais Survey administration s A A A he ea See QUESTIONS pa dt aa a se i Gu Seat i oe as Creating questions ios ii is L a i A a ias QUESO DES ica ad sa aa sara aid See de Ge tae an each vc Ia vel dea den aaa ae tec aaa Saat N Radiniai Saias ie ae des Geeta ai A O Multiple Choice nonsen oeeo Senis Seve pass si a Jas a as ps as ie ovens Dropdown listare io aa a D a ta ia a ES ks MatriX ss eks EE E EE aa S Gi a sa a Is Creating NEW MatriX La siai esd se ses tonnie i sis ss Ded ss ias oe e Ei Ee Editing of matrix Cells Liukis ko es aisiais ai a hs Big
58. Plugin validators This section will only appear if there are any plugin validators installed A plugin validator is a custom validator hooked onto Opinio From the list of available plugin validators you can for each question in the survey select the validators you would like to make use of You will find a simple setup in the Question edit screen if provided by plugin and you will find an advanced setup popup screen when clicking on the link if provided by plugin Organizing questions Question overview Click on the Questions link in Menu box from the survey administration screen This screen will give you an overview of all questions and sections a Questions Customer satisfaction urvey e Edit New text Greetings In order to learn more about our customer base ObjectPlanet ts pleased to announce our 2005 customer survey To show our appreciation for your participation in our survey all ng respondents names will be entered into the drawing to win an Apple iPod Mini Here are the terms Son dates are January January 29th 2005 One entry alowed per named license holder Onty completed survey res ses are eligible Al entries must be submitted by mid page Draak Edit Delete New text New question New question from library Question 1 Edit Addtolibrary Delete w In which country are cated ele v Split section New text New question New question from library Question 2 Edit Addtolibrary Delete A L ndu
59. Rating very oes atisied a z very salis ed 4 fay d Download pages O Oo 0 0 O Order pages O O OL OL O O Support pages O EOS O O Product pages O OOOO O Example 3 6 Cell group Ranking 37 http www objectplanet com Opinio Product a Product b Product e Product d Product a lowest rank 1 OU best rank 2 id 4 J E Od Oo Od Example 3 7 Cell group Intersection Product a Producti Productie Productd Product i product product g producth producti product j O0O000 Ooo000 O0O000 oOBO00 ooo00 Example 3 8 Cell group Checkboxes Producta Product Producie Producid Producte product productg producth producti product j 00000 00000 00000 00000 0000 0 Example 3 9 Cell group Custom 38 http www objectplanet com Opinio Name Email Phone Address Comments In text elements In text elements are a collection of input types that are possible to insert right into the question text F I The new in text elements will be inserted at the location of your cursor Select where in the question text you want to insert a field and click New in text element button After you have defined the element details and saved a tag for the newly created in text element will be placed in the question text The tag will look like lt lt In text name gt gt For example if you created an in text named Email the tag will look like lt lt Email gt gt Do not ch
60. See the section called Poll behavior 104 Beside poll status you can also see the important poll details on the administration screen Start date The date when poll becomes available for respondents Click on the link to edit the date Stop date The date when poll becomes closed for respondents Click on the link to edit the date Number of votes Displays number of poll responses Number of questions number of questions the poll contains e Maximum number of votes number of respondents that can vote When this number is reached the poll will be closed and no more respondents will be able to vote See the section called Poll behavior Allow multiple submissions method used to prevent respondents from multiple votes if any See the section called Poll behavior 97 http www objectplanet com Opinio Questions Creating questions Creating poll questions is similar to creating survey questions Refer to section Creating survey questions Organizing questions Organizing poll questions is similar to organizing survey questions with the following exception Only one visible poll page is allowed This means that you can not enter page breaks for poll sections Refer to section Organizing survey questions Add question to library Adding a poll question to the library is similar to adding a survey question Refer to section Add survey question to library Copy question from library Copy
61. Software Foundation http www apache org http www apache org e OSCache http www opensymphony com This product includes software developed by the OpenSymphony Group http www opensymphony com Proxool http proxool sourceforge net This product includes software developed by the Proxool project The latest version is available at http proxool sourceforge net e Log4J http jakarta apache org log4j docs index html This product includes software developed by the Apache Software Foundation http www apache org http www apache org e JGroups http www jgroups org This product includes software developed by the JGroups project http www jgroups org e JasperReports http jasperforge org This product includes software developed by JasperSoft Survey quick start This quick start guide will outline the basic steps to create a survey For more detailed documentation see Design a survey http www objectplanet com Opinio While in a folder click on New Survey in the menu box on the left side of the screen Give the survey a name The name is not visible to respondents but is used to identify the survey in Opinio When the number of surveys in the system becomes large it is useful with names that are descriptive and unique Click on create The survey is now created You will see it in the list of surveys in the folder you are currently located Click on the survey in the list
62. a Married Divorced 5 What is your profession B How would you describe the area where you live Engineer bi q O Urban Suburban O Rural What i your civil status V Do you have children Single ves O Partner O No O Married Divorced V What is your profession VI How would you describe the area where you live Engineer i O Urban Suburban O Rural Survey setup Survey setup is available in the Menu box on survey administration page Security and privacy 74 http www objectplanet com Opinio Survey setup Security and privacy y Customer satisfaction survey 17 Authentication le rd f d by t Anonymity of respondents in invitations m le nymi C To make the survey available to a selected group of people enable authentication through one of these methods Off No password is required to enter the survey Use this mode if the survey is open to the general public e Password a fixed password all users must enter to respond to the survey e Password assigned by invitations requires invitees to be added to the survey When invitees are added a unique id and a key password will be generated for each The link sent by email by the invitation feature will include the id and key in the link In other words each invitee will receive a unique link to the survey If these are not included the respondent will be asked to enter these values For more information on invitations see invit
63. abels font Dialog plane 11 m Percent labels on false a Delete Save as My default setting Save change Conce The reports can be made simpler or more detailed depending on which option you turn on or off e Total width of the chart grid The width in pixels of the produced chart image e Total height of the chart grid The height in pixels of the produced chart image Maximum label length The number of characters in chart labels The length of the chart labels should normally be limited because if they are too long the labels will consume all the space allocated for the chart image see width height above 119 http www objectplanet com Opinio Use percent sample values instead of counts in barchart Select this to show the ratios percents instead of the actual counts for each value in a barchart The chart attributes for a report element is very flexible but may seem complicated to inexperienced users It is not required to make any changes here unless you have specific requirements for your charting To edit or add a chart attribute select the attribute you want to edit change in the attribute drop down list An example value for this attribute is displayed to the right Enter your desired value and click the add update button If the attribute does not already exist it will be added to this report element otherwise it will be changed to the new value Available bar chart attributes Grid outlin
64. ad of questions e Cookies are small data elements stored in the browser When a poll has been responded to the system will store a value in a cookie indicating this Multilingual e Poll language The default language of the poll Multilingual Integration e Custom poll id The poll link contains an id that points to the poll This is a number that is generated from a sequence of numbers For advanced HTML users it is easy to find the number used for the poll In that case they can try to set different numbers increase or decrease the poll number and access different polls If your poll is confidential you might want to set the custom id to something that is difficult to guess The poll will then be unaccessible by the sequential number e Save URL parameters It is possible to specify URL parameters to save with each respondent By setting this poll attribute it is possible to turn the automatic saving of these URL parameters on off This is necessary because it should be possible to let a plugin handle this data if it is not going to be saved automatically The default value 1s to save the parameters Yes Integration Start and stop dates All polls have start and stop dates This is used to control and restrict responses to a specified time frame This feature can also be used to close the poll immediately since it is possible to set the stop date while the poll is 104 http www objectplanet com Opinio running
65. age to understand the basics of these elements http www objectplanet com Opinio opinio Welcome admin A My profile Logout Surveys Report Portals My Panel Resources Users Setup 444 Main folder gt gt gt ja Folder content 7 nern il Main folder 71 New survey Brew poal G import survey pol Customer survey 2005 Copy Export Rename Delete W New sub folder Customer survey 2006 Copy Export Rename Delete Dear toicer Customer survey 2007 Copy Export Rename Delete y Guide You are viewing the content of I x ar Ona oler Gan Conta Brew features pol Copy Export Rename Delete surveys and other sub folders gt gt gt administration Delete i H Recent items WHR Surveys Delete Ai test report 3 Ww Management Delete Test survey gt 4 we Partner surveys Delete W test folder 2 wre Delete i test report 3 s i Test survey ss Delete del test report 3 we Test folder Delete Copy of Test portal 2 i summary report Bers Opinio by OdjactPianet My Profile Edit your own profile See My Profile for details Logout Terminates your session It is always a good idea to actively log out when you are finished using Opinio so that others can t access your account while you are away from your computer e Main menu The main menu is seen on all screens in the system It contains links to main areas of the application e Surveys Survey creation and management See Design a survey for detai
66. ally answered survey will not be saved if a server crash occurs Every page Ensures that the answers are stored as the respondent goes through the survey This will cause more traffic to the database server but will keep partial responses after a server crash Validation Server side The validity of response values will be checked verified on the server side If the values are invalid in some way the respondent will see the same survey page again with warning messages included above the question text Example with server side validation Please enter a number greater than 5 1 Whalis your age lam 4 years old En Client side The validity of response values will be checked verified on the client side in the browser by JavaScript It is always a good idea to turn this feature on because it will cause less load on the server Even when it is turned on and the browser is incapable of performing the validation the server will still do the validation as a last resort This has to be done because incorrect values can not be stored in the database The error messages are shown in popup windows rather than embedded in the page Example with client side validation 1 Whatis your age am years old Multiple submissions If you choose no select the method to prevent multiple responses 77 http www objectplanet com Opinio Email Yes This means that the respondents may resp
67. along the axis displaying the value range Values true or false e Upper value of the range axis Specify the upper numeric value for the range axis e Range axis label Specify the label for the range axis 121 http www objectplanet com Opinio e Range axis label clockwise angle Sample value 270 Range axis label font Example values Arial plain 12 Verdana bold 10 e Sample axis label Specify the label of the sample axis e Sample axis font Example values Arial plain 12 Verdana bold 10 e Sample axis clockwise angle Sample value 270 Paint only labels there are room for By default all the bar labels are painted even if there is not enough space for them all they will overlap If this parameter is set to true only labels there are room for will be painted Available pie chart attributes Chart title Chart title Chart title O bo M Yes Bio H Yes Value labels Percent labels Sample labels with prefix Legend e Chart style 3D mode on Values true or false e 3D angle from 10 to 90 Angle of the pie if 3D mode is on Example values are 20 35 e Slice separator on Displays a line between the slices in a pie e Slice separator color See color codes for details on how to specify colors Colors Background color around the chart grid See color codes for details on how to specify colors e Labels and fonts 122 http www objectplanet com Opinio
68. ange in text elements manually Click on the edit button to do this Example 3 10 In text elements The tags will be replaced by the actual input field before the question is displayed to the respondent The in text fieldis a new feature witch enables you set text fields in the middle of any tend it works like this Fill in the blanks a d so or Your harne would be and you are old Vou can also use a dropdown menu You are in the following age group Age and eam a year With some HTML knowledge or advanced editor mode there is no limit to how you can organize your question See HTML hints The following rules applies e You can move in text elements inside the question text as you like e All in text elements in the current question must have a unique name 39 http www objectplanet com Opinio All in text elements defined for the question must be used appear in the question text Delete unused elements from Edit in text elements screen To edit existing in text elements click on the Edit in text elements button under the question text Ol in text elements for question 34 a ibc Name Text Delete abc company Text Delete abe email address Text Ema Delete The in text element table allows you to edit and delete existing in text elements Some of the basic in text details are displayed in the table If some of the in text elements are not yet used not appearing in the question text the Insert link w
69. arameter piping seinor 61 SULVEY 0I NEA A TEA ETAO E A E E EE EEE EE aia iii 61 Survey look and feel ii a ates an i aa I A RAS a ESS ds dial 61 Survey look and TEL mesos os ae is ia a asa as be sume ss a Settee deed e bea a Sa dee ENE 61 SULVEY LEXIS sai O a 63 SULVEY buttons 35 son deg rola a tases Pa sa E S a ia i aa k EEES 65 Survey Upload texts LL susieina a aa sa gas k sa us tes se i eis si ss 66 Save and retUMTeXIS LL iai ses sb ia ka va imsis os i oss i sai seh ke i i i se 68 Ee siai a T 70 Quick question textedit nario shoves i a P O Li a a aa ia 72 Custom question NUMDETS L Lesia nesa is sa a ais ne ss Ss a S S EENE go o ais a asas 73 SUIVEY SUD ii ss D e a a a a a a k I a a ai E a 74 Security and PLLVACy Aikikai danas aces ais As i au da S i aa a nis ss 74 Survey behavior sn eae n Oa La a ade RI BL a 75 Start and Stop dates ni ass ba as i a i as a NEE RSE E EE e eE 79 ReIGAd SULVEY is 2Sisserea dusts sfttr acted caves es 79 TranslatiONS SN 79 Add language corri ba g k ka i sa Tek saaa ka sa ARE RESSE EE E TEE 81 Edit language settings sausais seksis vie kiss E Sis ereas RE an S EE EEEE EEEE E PEREP ES KTI SOE E GERENT 82 Translate survey eoe i ia n iai Glee ja ia a as E OR Ga sa E a i i GAS 82 survey collaborations sisiuks SS i Es 84 SS A NN 84 Question comments a sa va aa Le ii i es 85 4 PUDISTE co ass TnVitatioDS Cs eks a de ST a a ia LA a A a a S a as 87 Add Editinyitaton Lekas sis do
70. arts e Comment report Listing of all free text comments open ended entered by respondents This includes text fields in matrix and in text question types New report The screen for new report Create new report When creating a new report the user needs to type the report name Description is used in the admin module only and is useful to remember what is included in the report 108 http www objectplanet com Opinio Copy report The screen for copy report Copy report as Summary report 1 name oy IMM report This functionality provides a way to copy a report for a survey Click on the copy link in the report list to display the screen as seen above Type in the name of the copy and click the button You will now be returned to the report list The copy is now listed here Rename report Rename report screen is accessible from Action column in the report list table Report name is used in the administration screens only It should be descriptive to make it easier to find your report later among a list of other reports Report summary Report ds Summary report 7 Report summary Report name Summary report te 1 4 Report templat faul nplat Report files Html report Add to porta pdf report Add to porta PR aw data report Add to porta When viewing the report summary page you will see a list of report files Opinio supports three kinds of report files Html report e Pdf report
71. ate user management The user management features are accessible by clicking users from the main menu 32 Al use 7 Page 1 boba Bot ary View lew Edit g ices mith View lew Edit g g eka K alter View lew Edit O There are two different user list views All users lists all existing users with symbols indicating whether they are online at the moment or not and the online view lists only the online users Only users you have administration access to are shown It is also possible to make a search using login name user name or a substring of these Create a new user To create a new user click the new user link in the left menu box For more information about the elements on this page see My Profile After the user is created it will appear in the user list Creating users can only be done with a licensed edition of Opinio User list Clicking on Users from the top menu will list the users you are allowed to manage While viewing the user list you can see which users are online They will be indicated by a green icon If you want to see the online users only click on the Online users link in the left menu box 174 http www objectplanet com Opinio You can search the user list by using the search bar at the top of the list Opinio will display all users whose login or full name contains the search string You can only search through the users you have admin rights to From the user list you can e E
72. ations Depending on the survey it may be required that the responses must be kept anonymous The anonymity only applies if the invitation feature is used in the survey This is because the invitation being sent is linked to the responses This is necessary to enable tracking of invitees whether they have responded to the survey or not Also the IP check for multiple responses should be disabled to improve anonymity Opinio allows three levels of anonymity e No anonymity Invitees are completely linked to the respondents e Partly anonymous This means that the link between invitees and respondents are not shown on the screen but is kept on the database level Then the reminder feature will still work it is dependent on a link between respondent and invitee to check if an invitee has responded to the survey e Full anonymity The link between the invitee is completely removed both on the screen and on the database level Note that the anonymity will only be enabled for the respondents answering a survey after the feature is activated To keep full anonymity for all respondents this feature must be enabled before the survey is started Survey behavior 75 http www objectplanet com Opinio Survey setup behavior 5 Customer satisfaction survey 17 Navigation Enable save and return r Enable back buttor 5 Responses and data Maximum number of respor Maximum upload size 1024 Validation Server side v ave responses on e
73. aximum store attempts If errors occur while storing a survey response Opinio will keep trying to store it with hour intervals This setting specifies how many times Opinio will try until it will give up and discard 170 http www objectplanet com Opinio the respondent This feature allows the database to be down for a short period and still keep the responses as long as the web server servlet container is up during this period When the database is back up the responses will be stored Note that the responses will be kept in memory during this period and if the site is busy it may require a large amount of memory to keep all the responses They will be removed from memory once the database is back up and the responses are stored or Opinio has given up after the specified number of retries It is always recommended to check the log file periodically for errors Other e System base URL optional Opinio will by default create the URLs for entering the survey reports URLs etc all automatically But sometimes you need to set the base URL manually for example if you are running in clustering mode in that case each cluster member will create a different URL In clustering mode you must set the base URL to the load balancer So if your load balancer is http www myaddress com opinio and you have 2 cluster members at http 10 0 2 10 opinio and http 10 0 2 1 1 opinio the base address should be set to http www myaddress c
74. but a vertically scrollable selection list as in the example above Dropdown label The displayed label of the dropdown list when no items are selected This will be part of the list but no value will be represented by this item so the respondents can not select it NOTE It does not make sense to use a label if the size of the list is larger than one This means that the first item will be this label and it will look like it is part of the list 30 http www objectplanet com Opinio e Items Type each item in the dropdown list on one single line Items must be entered one by one and only one per line A dropdown list lets you distinguish between what is displayed in the list and the values actually saved in the database This may be necessary if you are integrating the data with an external system for example Let s say you make a list of countries and you want to display the countries as they are normally written e g Germany France Italy etc But you want to save the codes like DE FR IT This is done by typing one item per line as before but include both the value to be displayed and what is stored separated by To enter the countries above type Germany DE France O FR Italy IT Validation selections required Enforces the respondent to select at least this many items Validation selections allowed Disallows the user to select more than this number of items from the list Example 3 3 Dropdown
75. bute name2 attribute name3 joe smth com Joe Smith abc def xyz The following rules apply to the content The first line of the sets the label of the attributes and is optional If the line with labels is not included the first column must be valid emails The second column must be invitee names If names are not included in the data an additional delimiter must be included to indicate that names are absent this is only required if there are extra attributes in addition to email and name The attributes following the names will be automatically labeled attribute1 attribute2 attribute3 if included If a line with labels is included the labels email and name are reserved Label email must be included and name is optional The position of the name email can be anywhere on the line The position of the data in each line following the labels must match the order of the labels There are no limit to the number of attributes The only limitation is that each data element cannot be longer that 255 characters The invitee data delimiter is comma but can be changed before importing Examples without labels Email only joe joe com 91 http www objectplanet com Opinio mike mydomain com mary yourdomain com Email and name joe joe com Joe Smith mike mydomain com Mike Jones mary yourdomain com Mary Brown Email name and attributes joe joe com Joe Smith sales 1251 mike mydomain com Mike
76. cation message is displayed for all invalid report elements in the list Report Structure jrve 3 ange j r t structure onger tent with the rvey structure Please verify report structure by re saving the t elements f a omer satisfaction rt 17 ad Quest on 1 2 Chart attributes Delete 4 Question 3 Needs verification Chart attributes Delete To fix the invalid elements the user needs to verify and re save the included questions Text and labels The reports are generated with a set of standard texts and labels Most of the texts in a report are taken from the language files which are part of the internal system files A report is created with the same language as the survey language If language isn t supported by Opinio the report is created with the default system language When a 123 http www objectplanet com Opinio report is created the user can change the texts by clicking on one of the links in the Menu box on the Text and labels page for the report Question related texts are taken from the questions included in the survey General report texts The General report texts page contains general texts that are displayed in the report All customizable texts are optional Heading The heading is the report title displayed at the top of the report A report should have a title that identifies the focus of the research This text is optional Header The header may contain html and is only applicabl
77. ck question text edit for polls sns ens ar EE E E E EE A R EE ASS 102 QUICK POI Chart edit seses Asai bp sis sa lp R Sued endo pa Sado Ga EE es ER sa 102 Custom question NUMBERS veenis t o i a a ia A E TERE dede 102 PolLHSEEUP es ON 102 Poll behavior Ga a r ah Sauda pence R a 102 Start and Stop dates Lininis ass aa ss o ins a a i aa aa a o Sako as op lloren diese 104 Convert toSUrVeY ski assist aa ai case sis a a si ias bub a a a as a ss 105 Reload poll i tusa ietis Aa cias O rr a e a a a a datas a E a Ga a k EEEE 105 Translations 2 225214 k ska NN 105 Poll Collaboration 33 ois ist gescd ances torte sa als Aa veges sales otas a Riad d aps POES d as E AES 105 6 Publishpolluinai tados Publish poll cuicos it S a a a r ia a i d a a a Ss 106 http www objectplanet com Opinio T Reports and data AnalYSiS 225 2 cvedeicycces4 a dd Nos Svea E Da pa Tips E Manage responses rl ada iia adri 107 Delete EOS E E A E IA a da 107 A NN 108 NeW TEPOLE L si its i ska A sews sass as a ica a 108 COPY repoti ss Lauka sti sana Pi a a AE i Ti nia i aa a i aa k abras 109 Rename TEDONT L asis cassia siais a gas aaa si a a ka ss si i KA G SI a i e is aa ort Seeded 109 Report SUMMArY kis iais as skio k siais o oe EEEE a a t ss i a a i PEE sed 109 Report iStUCI TE Listas uns sios as e sia ss as as cee oi Via a a ais sa as ass 110 Elements aiski iai a ii t sa ii ra GD I i i Ua a dis betes cda 111 ChartattribUtes n iae yo e e wuce cirro
78. click on the piping button to get the list of piping elements Powered by Company name Product name Respondent name Invitee email BZ U amp g Z i 49 ab Font family 1 8pt v 4 da 3 0 m Piping overview The list of piping definitions defined for the survey can be accessed by clicking on the Piping link in the Menu box from survey administration screen From here you can create new piping elements and edit and delete the existing piping definitions Hold mouse over piping definition name to get piping definition details Piping L Pere Y Licompany name Fixed value Rename Delete Lj Referer Survey URL parameter Rename Delete Licompany size Question response Rename Delete 56 http www objectplanet com Opinio Important When renaming an existing piping definition the existing occurrences used in the survey texts will not be updated with the new name This must be done manually When deleting a piping element the existing tag occurrences will not be removed from texts This must be done manually To create a new piping definition click on the New piping link in the Menu box When you create a new piping or edit an existing one the first thing to do is to determine where the piping value will come from This is called the piping source Question response piping Use this piping source type when you want to bring the input from the respondent from one page to another
79. code is valid is to produce the XML file by the Opinio export function If you would like to give the imported survey a new name click on the checkbox and enter the new survey name Please note that this option is optional and if not selected the survey name from the XML file will be used When the Import button is clicked the file will be uploaded to the server Be aware of that this may take some time depends on how big the file is We recommend ZIP files when importing surveys a ZIP file is also what Opinio produces when you export a survey XML files bigger than 2 Mb will be refused A survey XML file compresses well usually between 90 and 99 percent As soon as the file has been uploaded to the server Opinio will read and store the elements in the XML file XML files uploaded from your system will be read and stored before returning to the survey list while import of all ZIP files and XML files from a URL will start a new import process This import process may also take a while especially if the XML file contains many respondents When a survey is imported the XML file is read and all the database entries have been added in the database The XML file will not be stored on the server If the imported XML file contains 1 or more reports standard reports will not be created for the survey the summary and comment reports Importing polls Importing of polls is similar to importing of surveys Exporting surveys and poll
80. cted Please enter a valid password to enter the surrey Password Login Survey is password protected Invalid invitee identification Invalid respondent identification Customer survey This survey is restricted to irmied persons only Please check your email to see If you hawe receivad an invilalian Id my EA Survey is password protected Invalid invitee identification Invalid respondent identification Customer survey Please enter a valid reium ficket to continue the survey Respondentid 752 Fietum ticket 11449 Survey is password protected Invalid invitee identification Invalid respondent identification Quick question text edit This feature allows for text editing in running surveys even when respondents are present It also provides for a nice overview of all visible text in the survey texts that are otherwise hidden as validators or texts within matrix cells and in text elements This overview makes spelling mistakes and text ambiguities much easier to spot as well as allowing 72 http www objectplanet com Opinio for an easy and quick way of editing text only The screen lists all visible texts in the survey Use Save and return button if you want to save the entered texts and return back and continue editing Use Save and exit if you want to save the changes and leave the screen This feature is meant for editing of existing texts only hence no fields can be left empty Use th
81. d Image are not input cells and can not be a piping source To select the cell where piping value will come from simply click on the cell e Free text comment Response to an open ended question The piping value will be the text entered by the respondent in the open ended field If source question allows more than one answer to the response type for example dropdown multiple question with multiple selection allowed then you can specify the delimiter for multiple selections For example if to question Which day of the week do you like the most respondent selects Friday and Saturday from multiple selection question the piping value will be Friday Saturday if delimiter is set to And if delimiter is set to and the result would be Friday and Saturday Invitee data piping Use invitee data piping source type when you want to get name email id or custom attribute of the person who was invited to participate in a survey via invitations module After you selected the invitee data piping source click on the Continue button to select what kind of invitee detail you want to use New piping ugg New piping Q invitee data type Invitee name O invi email O Invitee id O Invi The following invitee details are available for piping Invitee name Name of the invitee Invitee email Email address of the invitee Invitee id Unique id of the invitee used in the system Invitee attribute Name of the invitee attrib
82. displaying other numbers that 1 2 3 enable custom numbering by selecting it here To configure what is actually displayed see the section called Custom question numbers Poll texts 100 http www objectplanet com Opinio advanced edit Advanced edit lame the resource for later reuse Jehned footer v advanced edit This screen provides editing of poll texts that are visible to respondents All of the texts are optional e Poll heading is displayed at the top of the poll e Introduction will also appear on the poll form below the title Use this to give general instructions to the respondents e Header is displayed above the poll and can be used for company logo for example Previously created and stored headers can be selected from the list above the Header field Name the created header if you want to save it for later use e Footer is displayed under the poll and can be used for company logo or contact information for example Previously created and stored footers can be selected from the list above the Footer field Name the created footer if you want to save it for later use Thank you note will be displayed to the respondent when he she has voted if poll result type is set to Thank you note Read more about poll result types Poll buttons 101 http www objectplanet com Opinio You can choose either text or an image for your Vote button e Button label Type in whatever
83. dit user Click on the user name to edit the user profile e Membership View and edit the user membership in user groups See user groups for more details e Permissions To view the permissions of the user See permissions for details e New permission To add permissions to one or more users Select the users you want to give permissions to and click on continue at the bottom of the column See new permission for details User groups If you are going to manage a lot of users it might be a good idea to organize them in separate groups and perhaps delegate the administration of each group A user group is simply what the name implies a set of users grouped together with the intention of giving group administrators a way to manage these users A user group manager can add new users to the group delete users and give permissions to resources but only to resources the group admin already has access to Click new user group in the left menu box New user group Enter the user group name and optionally a description of the group Then save the user group To add users to a group edit a user group and click on add members Select the users to be added to the group and click Save On the user group page you will see all the users listed Permissions To add permissions to a user select new permission for the users you want to add permissions for then click continue Now select the resource type you want to set the
84. e Chart title Range labels Bar value label with refix Say p 6 a Legend label 1 E Legend label 2 T f pu Ps m t S m Value grid lines Bar label 1 Bar label 2 sample axis label e Chart style 3D mode on Values true or false 3D depth in pixels The depth of the bar shadow in pixels Example values are 5 10 20 Value grid lines on Shows value guide lines on the chart to make it easier to read the value of the bars e Value grid lines color Set the color of the grid lines Values can be either colors like red blue or RGB values like FF0000 3399FE 3300FF See color codes for details Bar type for cross tabulation The bar chart for cross tabulation reports can be shown as stacked or side by side Valid values stacked side 120 http www objectplanet com Opinio Outline around the bars off true false e Relative width of each bar Sets the relative width of each bar If the width is set to 1 0 there will be no space between the bars If the width is set to 0 5 the space between each bar will be the same as the width of the bar Colors e Background color around the chart grid See color codes for details on how to specify colors e Background This is the background color of the chart itself See color codes for details on how to specify colors e Grid outline color The color of the chart grid outline including the fonts See color codes for detai
85. e If you have many surveys running we recommend to set the survey cache even higher 5 10MB Security e Ifa user doesn t have access to a survey folder Controls the visibility of surveys and folders Select show survey folder name as text if you want users to see all surveys and sub folders in a folder Select hide survey folder name if you want users to see only surveys and folders they have access to Error handling e Error visibility in survey module Controls the visibility of errors If you want the survey respondents to see if an error occurs while responding to the surveys select show error messages screen and log file Otherwise select don t show error messages If you are not monitoring the site regularly you might want the respondents to see the errors so they can report to you about it If errors are not shown Opinio will let the respondent continue to respond despite the fact that it cannot store the responses in the database It will then keep trying to store the response at 1 hour intervals see above On very high loads it is not recommended to do this because it requires more memory than normal operation e Send errors to email If errors occur while establishing connection to the database while respondents are trying to complete the survey the error is reported to the email recipient specified here Any other error occurring while saving a survey response to the database is also reported to this email address e M
86. e opinio home WEB INF log folder There are up to 5 log files called opinio log opinio log2 opinio log5 The size number name and location of these files can be changed by editing the properties in the log4j properties file For further details about the log file view the file with a text editor Notepad for example It contains many settings with explanations for each setting A very useful feature of the logging module is error reporting by email See Email report appender Application maintenance To ensure smooth operation at all times the application should be maintained properly The maintenance required for Opinio is in most cases very little The following items are recommended to watch at regular intervals The more usage your application handles the more important is the maintenance e Monitor the log file It is helpful to monitor this file for any signs of problems See Log file for details e Manage your database A smooth operation of your database is of paramount importance for the stability of Opinio Opinio relies on a stable database Make frequent backups of the database Refer to the documentation of the database you are running for more information e Make frequent backups Make backups of the entire Opinio folder structure Preferably backups with history so that the state of the application can be rolled back in time to fix problems look at log files etc e Monitor your server Monitor your server for
87. e Once all texts in the survey has been translated the up to date flag will be set for the current language being translated e Also notice that the texts in parenthesis are labels to make translation easier indicating what the texts represent and should not be translated The first part lists all the survey attributes that contain visible text This includes heading title footer header buttons and messages Status text indicates whether or not all attributes are up to date All attributes must be translated before survey attributes are set to up to date If the attributes in the survey are changed after translation the flag is again set to needs update 83 http www objectplanet com Opinio Question 3 texts Status needs update Which industry are you part off Question text Each section is listed with all its questions Each section and each question has an up to date flag associated with it The section flag is unrelated to the question flags and refers to texts that are linked with the section itself and not a particular question such as section title and section texts listed before and after questions The question area lists visible text within a question such as the question text answer labels and validators It is important to remember that if the translate screen is saved with text present in all fields the flag is set to up to date even if it is currently showing needs update and no text in the translat
88. e Responded invitees Export only those who responded this will include incomplete responses as well e Not responded invitees Export only the invitees who have not yet responded to the invitation Invitees with error Export only the invitees with error These error occur when Opinio attempts to send invitations but is unsuccessful Exporting invitees with error might be useful to get a list for further followup e Include survey links Each invitee receives a unique URL to access the survey so that Opinio can track the invitees If you need to know what these URLs are select this option Delimiter The delimiter to be used to separate data items for an invitee The separator between each invitee will always be new line one invitee per line e Send exported file to Once the export is complete the exported invitees will be sent as a text file email attachment to the specified email address If your account has email configured it will be used as the default for this field Invitation list From the invitation list screen you can see status for all invitations number of invitees and the next run date You can also change status and resend invitation General actions are also available copy rename and delete Each invitation can have one of the following statuses 90 http www objectplanet com Opinio Active The invitation status is active when it is scheduled for sending emails This means that on the s
89. e Survey texts screen and question editing features when setting attributes options or changing the structure of the survey Each survey section is listed with all its questions The question area lists visible text within a question such as the question text answer labels and validators Click on the double arrow icon if you want to get the currently stored value of the field copy original Quick question text edit 7 customer satisfaction survey 8 When editing text it is important to note Keep the Html tags from the original text in the edit field to achieve the same look e Survey is not automatically locked when entering the edit texts only screen This is convenient when a survey is running and the user wants to avoid locking the survey for respondents while editing texts But if the survey becomes locked while editing is in progress the user will not be able to save if survey is still locked at the time of saving or if survey has changed Custom question numbers On the Survey look and feel page you have the choice to use Default numbering on the questions None or Custom If you choose custom numbers you can set the numbering as you wish For example you can use letters in stead of numbers roman numbers etc E g la 1b A B C I II III IV 73 http www objectplanet com Opinio Example 3 12 Display numbers 3 Val i your civil status 4 Do you have children Single Ores Partner O N
90. e for the html report Select a header from the bank or type it in manually If a name for the header is set the header will be added to the reusable resources This text is optional Footer The footer may contain html and is only applicable for the html report Select a footer from the bank or type it in manually If a name for the footer is set the footer will be added to the reusable resources This text is optional Executive summary The executive summary may be used to give a short summary of the survey findings and is included at the beginning of the report This text is optional Introduction The introduction can be used to provide the audience with some background of the study The introduction is placed at the beginning of the report right after the executive summary The sub title for this section in the report can be changed on the General report labels page This text is optional Review of preliminary research The review of preliminary research can be used to give a short summary of the initial processes undertaken by the researcher in identifying the research focus and helping to develop the actual survey The review of preliminary research is placed at the beginning of the report right after the introduction The sub title for this section in the report can be changed on the General report labels page This text is optional Method of research The method of research may be used to include an explanation
91. e question table to move the question one position down If current question and the next question are in the same section they will simply change place If next question is in a separate section the current question will be placed after the next question in the next section If you just want to move the last question in a section to the next section click in the Move down icon for the section e Delete question Click on the Delete link in question table to delete the question Note that the deleted question was the only question in a section the section will be deleted as well Empty sections are not allowed The following text actions are available from the screen e New text Click on the New text link to insert a new text at the desired position You will be forwarded to the Create section text screen where you can enter the text See Text between questions e Edit text Click on the Edit link to the right of the existing text You will be forwarded to a screen where you can edit the text See Text between questions Delete text Click on the Delete link to the right of the existing text if you want to remove the text 45 http www objectplanet com Opinio To use this feature go to Folder main menu gt Survey select from list gt Questions menu box Sections Sections can be used to create a group of related questions and to define the page layout including page breaks and random rotation of questions C
92. e system to create publish analyze and maintain surveys With java servlets at its base it is a platform independent robust and scalable survey system Opinio is designed to be e Platform OS independent The use of Java servlets makes this possible e Database independent All database interaction are in compliance with the ANSI standard This enables Opinio to support databases like Oracle Microsoft Sql Server DB2 PostgreSQL MySql and others Client independent The administration module is designed as a web based interface but the survey module is designed to handle any type of client A web based survey module has been implemented and new client types will be added soon WAP PDAs Email phone etc e Language independent New languages are very easy to add Opinio stores all its information in a central database surveys responses to surveys admin users and access rights all stored in one single place Opinio does not require a specific database engine Apache Derby default Oracle MS Sql server IBM DB2 MySql and Postgres are supported The latest version of Opinio is available here http www objectplanet com Opinio Third party software e Struts http jakarta apache org struts index html This product includes software developed by the Apache Software Foundation http www apache org e Apache Derby http db apache org derby This product includes the Apache Derby database a project of the Apache
93. eading use td class sectionTitle for the main heading Label cell use td class form label for text labels label before the input fields Input field value cell use td class value for cells with inputs like text field textarea checkbox etc Input field Textarea use input class width100 width200 width300 To highlight the error field add class error For example width200 error e Checkbox use input class checkbox e Radio use input class radio e Buttons cell use td class buttons e Button use input class button 191 http www objectplanet com Opinio The plugin api The plugin API provides access to the functionality of Opinio To get access to the plugin API add this import statement at the top of your Plugin java class To get an understanding of the API classes and their methods look import com objectplanet survey plugin api statement at the top of your Plugin java class To get an understanding of the API classes and their methods look them up in the API javadoc documentation A closer look at the included Plugin example will also help The properties All plugins need a property file so that Opinio can get certain basic information about the plugin This includes the plugin name as displayed in the Opinio setup screen author version build number help file URL not used yet The property file should be in the same folder as the java and class f
94. ed in the Menu box 85 http www objectplanet com Opinio Chapter 4 Publish survey When your survey is created and tested it s time to make it available to your respondents You can do it in several ways e Publish link to the survey The link to the survey is displayed on the Publish survey page and there is one link for each survey translation Here are some examples on how you can include the survey link to you web page replace SURVEY_LINK with the actual link to the survey Link that redirects to the survey lt a href SURVEY_LINK gt Click to start the survey lt a gt Link that redirects to the survey Link that opens popup window with the survey lt a href SURVEY_LINK target blank gt Click to start the survey lt a gt Link that opens popup window with the survey e Button that opens popup window with the survey lt input type button onclick window open SURVEY_LINK value Click to start the survey gt Button that opens popup window with the survey e Use Opinio s invitation feature If you know who your respondents will be you can send them email with the personal survey link This way you can get track the responses and get a report on how many of the invitees have responded Response anonymity can be enabled for the invitation see the section called Security and privacy so that you do not know who answered what but just know if each invitee has responded or not e
95. ed in the sample definition if the number of matching panelists is larger than the max sample size To see exactly how many panelists are matching the sample definition you must set the max sample size to 0 unlimited Edit sample definition 154 http www objectplanet com Opinio Edit sample definition 22 Males 7 Sample criteria r OR o 61 Least recent it O Lea recently resp j O Least invited O Least responded O Address Gender Panelist must select Female r t te T C Birth date g Marital status Sample criteria e Max sample size The max size of panelists in the sample 0 unlimited e Sample type The sample type specifies how the sample is drawn from the finite population of panelists Available types are Random Least recently invited Least invited and Least responded Note that some of the sample types can be disabled if database in use does not support features needed for sample extraction Sample conditions For each attribute in the panel the sample definition can include a sample condition A sample condition specifies the value s for a panel attribute Panelists with the same value s in his her profile will match the condition If all conditions in the sample definition are fulfilled by the values in the panelist s profile the panelist can be included in the sample but might be left out if the number of panelists matching the conditions is bigger than the max sample size 155 ht
96. eel of your survey CSS files are very helpful if you need to make your own customized look amp feel by editing the settings in these files Every element on the survey page can be customized by the CSS file It requires some basic CSS insight to be able to do this The CSS files included with Opinio has many comments in it that explains what areas of the survey page can be customized There are plenty of guides on the internet A couple of examples e http www htmlhelp com reference css e http www w3 org MarkUp Guide Style The CSS file can be edited directly in Opinio or by any editor that supports CSS The basic requirement of such 62 http www objectplanet com Opinio an editor is that it saves the content as plain text do not use editors like MS Word See Chapter 10 for details on how to upload download update CSS files HTML file It is optional to use an HTML file This is needed when you need more control of the survey page for example if you need to add a left menu or other items to the page An HTML file provides a way to insert all the survey content inside an HTML document A HTML file must include the tag lt survey gt where the survey will be inserted If you want to use the survey style sheet CSS you must include the CSS reference in the template file See an HTML guide for how to include a reference to a CSS file beyond the scope of this guide Form width The width of your survey in pixels Number o
97. efault language for a new user The user can then set the language by clicking on the my profile link at the top of every screen e Character encoding The encoding used to display all admin and author screens in the system Read more in the installation guide Mail and cache e Main email server This is the main email server to use when sending email Only SMTP servers are supported Other server types will be added in later versions Enter user name and password if your main email server requires authentication for sending email Alternative email server optional The SMTP email server to use if the main server is down cannot be contacted This ensures that the mail will be sent Enter user name and password if your secondary email server requires authentication for sending email e Email from nameFrom time to time Opinio needs to send emails to users or the administrator The email sent will use name as the sender For survey specific emails it will be used if the from name address is not set for a particular survey e Email from address Same as above but this is the actual email address e Cache size in MB This is the survey cache Each survey takes on average 64K memory This is a very uncertain number If your surveys are very large it may take 100kb 500kb or more or less than 50K if they are small The average size is set to 64K This means that 16 surveys will fit in a 1MB cache no matter how big the actually ar
98. election type List v Following attribute details can be entered e Attribute name name of the attribute used to identify the attribute on the administration screens e Attribute label the visible text before the input field in the profile form e Category the panel category that current attribute belongs to e Attribute type the type of the input e Short text simple one line text field e Checkbox checkbox for true false input Date input field for date Number input field for integer number Decimal number input field for decimal number e Selection multiple choices selection Long text multiple line text field for long texts Date pattern select the pattern for the date to enter This field is enabled if attribute type Date is selected e Selection items enter choices that panelist will see in the selection question one per line This field is enabled if attribute type Selection is selected e Selection type choose the type of the selection This field is enabled if attribute type Selection is selected e List the selection items will appear as a dropdown list Buttons the selection items will appear with a selection button in front of the each choice 149 http www objectplanet com Opinio e Selection mode specify if one or many choices can be selected from the items This field is enabled if attribute type Selection is selected e Single only one item can be selected
99. email address already set this is because the respondent has been invited to take the survey through an email invitation The two buttons at the bottom of the list will respectively reopen and resend or delete the selected respondents Note To make use of the reopen resend functionality the logged in user has to be registered with both user name and email Also the email language will be the logged in user s selected language Delete responses There are two options 107 http www objectplanet com Opinio e Delete all responses Delete all incomplete responses The deleted responses will be deleted from the database and is not recoverable Respondents will not be able to answer the survey during deletion as both these actions will temporary lock the survey If you want to edit the structure of the survey e g add edit questions you must delete all responses first if any Another alternative is to make a copy of the survey make the changes and then publish this one instead Reports Reports are a very important part of Opinio Opinio allows you to create views on the data material from the survey in an infinite number of ways using report elements filters and other settings All reports for a survey is listed when clicking on Reports and data in the Menu box when accessing a survey Two reports are automatically generated at the moment when a survey is created Summary report Summary of each question with ch
100. en Blue Yellow Other e Show non selected items When selecting this option all items in a dropdown or a multiple option list will be included for the element even though some of the items haven t been selected by the respondents Numeric precision The numeric precision of all numbers in the report element Chart attributes The chart attributes within an element can be customized in great detail Changes made to the report element only affects the current report element The screen for editing the element s chart attributes click on Chart attributes from the report element list 118 http www objectplanet com Opinio Chart attributes ad Man element 8 Total width of the chart grid 300 Get factory setting Total height of the chart grid ral i Maximum label leneth 15 Use percent sample values instead r of counts in barchart Chart attribute Value Example Add update attribute v Add update Barchart Chart style 3D mode on true E 30 depth in pixels 10 Bar type for cross tabulatior stacked 5 Relative width of each bar 0 5 r Colors Background color around the chart grid white K Labets and fonts Bar labels on true 5 Bar labels font Dialog plain 11 Paint only labels there are room for true 5 Piechart Chart style 30 mode on true E 30 ange from 10 to 90 30 Relative 3D depth from 0 0 to 1 0 0 4 a Colors Background color around the chart grid white E Labels and fonts Lege true B Legend l
101. en is the poll home page It displays important poll details and give you access to the main poll features Poll administration e New features poll a Start date Tuesday November 14 2006 12 21 00 PM CET a Stop date Thursday November 30 2006 12 21 00 PM CET a Votes 0 Poll status The traffic light icon on the right of the screen indicates the poll status If poll is open for votes the icon lights green If poll is not accessible it lights red When poll ia closed lights red the poll result is displayed to the users accessing the web page including a poll A poll can be closed due to the following reasons e Closed by date current date is before start date or after stop date e Locked by an administrator user usually yourself If the poll is locked the poll designer has edited the poll in some way The poll cannot be open if it is being edited To make the poll available immediately click on Unlock poll link under the status icon You can only unlock the poll that has been locked by you If another poll designer has locked the poll you must wait until he is done and the survey has become unlocked e Error in poll If the system has detected an error in the poll it will notify the poll designer by adding an error message at the top of the poll administration screen and change the poll status to Error Respondents cannot vote because this might result in data inconsistency Number of allowed votes has been exceeded
102. end date or after if activated past the send date emails are sent to all registered invitees Inactive The invitation is inactive when it is not scheduled All new invitations get inactive status and must be activated to send emails No emails will be sent on the send date if the invitation is inactive at that time Sending The invitation has Sending status if it is actually sending emails at the time you are viewing the invitation status IMPORTANT If you deactivate invitation now it will immediately stop sending emails However current execution will still be counted as finished Thus if you deactivate a running invitation which is supposed to send email to 1000 invitees the invitation status will be set to Completed even if it has only sent emails to 100 invitees Completed The invitation gets the Completed status when then invitation email and all reminders are sent If an invitation is completed and there are still invitees who have not responded you can send an additional reminder to these invitees by clicking on the Send reminder link Error This status is assigned if an error occurs in the invitation and Opinio is unable to complete it You can change invitation status from this screen Note that you can t activate invitation if an invitee import is in progress Invitee data format The data you supply when adding invitees must be in the format described below email name attribute namel attri
103. ens look ua JE 191 Lhe plugin api sasas ua aaa Da a etree hin aa i cove eee Sie te we Mle ees tae a L SL a 192 EHC PrOperties Prioridad a sa k as da aby ssen SE ss 192 Compiling the plu pin id ld 192 vii http www objectplanet com Opinio List of Examples 3 1 Rating QUESO 2 8 sts aces ches usi sai ua inas is ii ss oe a ias a G i a a es PRISET ES 25 3 2 N meriC QUESTION cuisine Rodas ss 26 3 3 Dropdown QUEStI N decreto i i sia aci P a Ras I Oa i doa P aa bans 31 3 4 Matrix QUESTION stes ces sas Kasis dde i Sead si coded Sis ia Tea soon cos set aa eb EEEO ss 31 3 24 Cell stoup Ratings 5 0 0s ias a aaa T aa a ai a i wea T aaa A sate a e as 37 3 62 Cell group Rankino reci ai danas ass A thee sue Us drid 37 3 7 Cell prop Intersection k arora e a TE a k a S a ee os SAT ok Sak eda 38 3 8 Cell group CHECKBOXES 5425 O ssusnssngesd r paai shuts tore a i eee Nees a o ob EEES seer suede 38 3 9 Cell eroup Custom 0 A A dd 38 310 In text elementales 39 3 11 Open ended QUESTION Ls ai k sis pintar i ka ss k a ka sa need 42 3 12 Display DUMDELS LiL dakai seed sa ais batai i Ss i Ei sed ks as S Na E Sen E ssn od devotes k a ais di 74 TA Raw data export output Lisinskas isigijau asas 136 72 Auto Created TepOTtS i kai sakiai ia saa ri as a a a i AG bas a a i a i is 138 13 1 Plugin example comino nta a is ii 186 viii http www objectplanet com Opinio Chapter 1 Getting started About Opinio is a comprehensiv
104. ent one invitee from entering multiple responses If invitation anonymity is off or partly on deleting an invitee s responses will allow him her to answer again This is the email from name and from address used for sending email messages associated with the current survey Multilingual survey language The default language of the survey Language switch type this will only appear if the survey supports more than one language URL only The default language switch type The language to be used in the survey is determined by a parameter in the survey url only If no language parameter exists the default language will be used In survey top The language to be used in the survey can be changed by the respondent in the top of each survey page Multilingual Integration 78 http www objectplanet com Opinio Redirect to address Set a web address to go to after last survey page or after the thank you note For example you can type in the address of a report so that the respondent can view the results of the survey live Respondents must be given access to the report first Note that you have to write the full address E g http www objectplanet com e Custom survey id The survey link contains an id that points to the survey This is a number that is generated from a sequence of numbers For example the survey link may look like this e http yourserver com opinio s s 54 It is easy to change the number 54 at the
105. er stop date the message This survey 1s closed will be shown Reload survey To reload the survey from the storage press the reload link This is useful if you need to make a manual change in the survey by running SQL calls on the database This feature will remove the survey from cache and read all information from the database Translations A survey can be translated into different languages using the translation feature This allows survey authors to publish a survey in multiple languages but still be able to create reports that includes all responses no matter what language was used when responding to the survey Any number of translations may exist for a survey NOTE To save and display other languages correctly Opinio must be set in Unicode mode Both database and character encoding might need changes Read more about this in the installation guide 79 http www objectplanet com Opinio IMPORTANT It is important to note that a survey should be created first including all questions sections labels etc Once the survey is created and has the final question order and look feel you want it is the right time to start translating it It is possible to change the survey after you have translated it but please note the following Each translation is itself a sub survey of your survey Editing your survey will also require Opinio to do the same operations on the translations Editing surveys containing translatio
106. es There are four ways to add invitees to the invitation When viewing an invitation click add invitees 88 http www objectplanet com Opinio Add Invitees Gi Al customer 8 Enter invitees manually Enter invitees manually Enter the email addresses to whom you want to invite manually in the textarea See the section called Invitee data format for more information about how to enter this information Sort button will perform an alphabetic sort on the text area content Copy from reusable invitee list Select one or more invitee list that you have created earlier All invitees in the list will be added including all attributes Select from panel If you are using the Panel Management feature you can draw a sample from it But before you can use this feature you must have Panelists in your panel If you do not have any a sample can t be drawn e A sample definition created for your panel This describes the attributes of the sample you want to draw from the panel In other words what type of panelists do you want to invite age gender location etc and the size of the sample See Chapter 9 for more information Import invitees It is possible to import invitees from an external source by file upload or by indicating a URL to the file containing invitees If you have a lot of invitees thousands it is usually more practical to upload a file rather than using the manual entry method simply because of the size
107. es exist set completed reset Set privacy and behavior luser login Type of change No changes exist set completes D reset Translate survey Recent items The items at the lower left side of the screen contains the items you have recently accessed This is a very useful and quick way go back to items you have recently been working with 11 http www objectplanet com Opinio C Recent items d Administration customer satisfaction sur A Customer survey 2005 lil Summary report di test report 3 2 Terk cura dl test folder 2 di test report 3 Test surwey 12 http www objectplanet com Opinio Chapter 2 Organizing surveys and polls All surveys and polls are organized in folders An unlimited number of sub folders and an unlimited number of folder levels makes it possible to create an hierarchical structure suitable to any organization The installation will create a main folder which may contain surveys polls and sub folders This folder is editable but can not be deleted When navigating through folders the current folder is always shown at the top below the main menu From this screen you can access copy export or delete surveys and polls if there are any Folder content w Main fold Q t er satisfacti ple E tir ame elete t er rve 005 F ti Rename Delete t e i E Re e Delete t e 007 F Rename Delete Bex features pol Cop Export Rename Delete 4 Administrat
108. esource To add an Opinio report click on the report icon select a report navigate to survey first nl Main Taker ES Customer satisfaction sample Bene Customer survey 2005 Fs Customer survey 2006 fF Customer survey 2007 le Mew feabures poll ja Administration customer satisfaction survey Real life example customer survey 1 E li Summary report E Html report Pdf report 3 Raw data report e li Comment report pm HR T meys E i Management W Partnar surveys EH Ok Close Navigate to the folder and survey where your report is located Select the report and then the report file you want to include The report URL will then be placed in the Report field Click save You now have a very simple report portal one title and a link to one report Once you have more items you can use the item list to organize your items by moving them up and down delete and insert new items Portal zones Portal zones are simply areas of the portal page which is determined by the portal template that you choose The simplest portal have one zone which covers the entire portal page Some portal templates have more than one zone The purpose of the zones is to break the portal page up to better organize all the links Kind of like a tiled layout if you will If you select a template with more than one zone you will clearly see this in the portal item list When adding new items you can select which zone to put them in 143
109. estion 26 How many sites do you monitor El 85883232882 10 0 mb FJ i ER i A Frequency table tum 50 90 25 71 25 71 25 71 5 71 1 2 4 67 157 19 14 4486 15 14 44 26 H 101 299 106 OTIS 2 56 13 71 254 150 26 208 100 004 25 24 100 004 Hot answered o 430 hoo 100 0 Sum 350 100 00 100 00 Average 2 56 Miinken am 1 Warlanso 1 30 Median 32 00 Marius 4 Sed derlasion 1 14 Cross tabulation This is a comparison of two questions including cross calculation of frequencies of data for each This applies only to questions that allows selection between items not including the matrix question type Take these multiple choice questions for example 1 Do you play an instrument with answer alternatives yes no 2 Your gender with answer alternatives male female Then the report may look like this 114 http www objectplanet com Opinio Question 1 Do you play a musical instrument Question 2 Whatis your gender o Yes E Ho O Yes a Ho PARES 50 0 40 0 Sequence of numbers in a cell Absolute Frequency Relative frequency Adjusted relative frequency e Free text comments If you have included free text comment boxes in your survey this option will list the comments for the questions selected in the report element Each of the answers will be listed along with the 115 http www objectplanet com Opinio respondent id That way yo
110. estion has a free text box wilh 3 rows You type Hin like this This is my label Then the resulting label and input field will look like this notice that the label was placed on top ofthe text field automatically This is my label No type guestion Select this option if none of the guestion types are suitable No type may be relevant if you need a text field only or if you plan to use in text elements Navigation Makes handling of questions and moving around in the survey easier These buttons are found at the bottom of the question design screen Basic navigation is found at the top of the screen Jumpto Go Moveto Ok O Copy to next Previous Finish Next Jump to stores the current question and takes you to the question selected e Move to button stores the current question and moves it to any selected position in the survey to easily edit the order of your questions if needed Next button stores the current question and takes you the next one If next question does not yet exist it will be created 43 http www objectplanet com Opinio Previous button stores the current question and takes you to the previous one Finish button stores the current question and returns to the question list overview page Copy to next if checked and confirmed the next previous jumped question will be overwritten with the same values as the current question when you click on the Next Previous Jump to button
111. etween user accounts You can copy rename and delete your portals from this list Report Portals 2 a c ustomer satisfaction reports 2005 Copy Rename Delete 2 Customer satisfaction reports 2006 Copy Rename Delete 2 Customer satisfaction reports 2006 public Copy Rename Delete x Employee satisfaction reports 2006 Copy Rename Delete E Product XYZ feature survey Copy Rename Delete Copy portal Makes an exact copy of the report portal including report portal items and template 144 http www objectplanet com Opinio Copy Report Portal 3 Employee satisfaction reports 2006 77 Report portai name Copy of Employee satisfaction reports 200 Rename portal Give the portal a new name This is the name you see in your portal list It is not displayed on the portal itself Rename Report Portal 2 Product XYZ feature survey 77 Report portal name Product XYZ feature survey Save Lance Delete report portal This will delete the entire report portal It is an irreversible action 145 http www objectplanet com Opinio Chapter 9 Panel Management Panel management allows you to create a list of respondents that you can invite to participate in surveys over and over again These respondents are referred to as panelists Each panelist subscribes to a panel and provides information about himself herself This information can later be used to target a specific group of panelists for a particular
112. evote S aa a a i a Es dis 150 Panelists 03 sade Ian a asis ill il 150 Panel portal ta a ice 150 Panel portal integration A noite ko a ss a E a go be py eda soe a 151 Panelist administron lt i eat a A Ad 153 Sample definition Us a S E 153 Edit Sample delinear RE eee 154 10 Reusable resQuiCES ki asi ais da sis ki koi ss e ss e i ma ss iai ka sein a aa E pik ais i si si Dropdown LSS si skino ainas iais ga a i a weeds os a cobs a in ss A I i sa gas 156 Invitecili STS spices sias iais siais S a a i in aes aTa bytes aaa E i D i i is 156 Question brary esser stoarre EE EEE ia een e a decks ss ae sa a o E is aa ss a akad 157 Headers and A i kasa so as fee ini wav e ages si i i a k i i EE as is a 158 CSS file LL iais ai asta aaa iii 159 TM aes essen 53 8 A da Sap S S 160 HTML Meses tr Tose baisi Kia a a Ga r o a aaa ao E 161 VCS Ses i aaa i E i a a a i a a a S a a aa a a a 163 MY proe aaa orda a ae a a e A dea i i aa a a an a a a a a a ai eine User preference L aa aaa a e a Ua i cased ira a Ua E a a a S is 166 POLMUISSIONS tortitas a a sa Sa i i D s as o a Ss 166 12 Administrators SI de 14 iek esc sa sio ii a a a i i i a va i a i i S SETUP pikas e pt a SSL k ro a a a dates a a i A a a Ga ASS bicis 168 PHISIN SETUP Lisas kaka ik avd I A k a si Las se Ta 171 License setU ns 3s Nees ss vad Ane tae do valle Pi ii ria ei 172 User management ani ld 174 Create a NeW USEL Lis is ai is ia is a P S i a a I i i a ai EEE EEE 174 vi h
113. f columns Allows for displaying questions in more than one column The default is one column question 2 below question 1 etc More than one column saves screen area and vertical scrolling Make sure your questions aren t too wide because that will push the columns to right of the question further to the right The maximum number of columns is 3 Example with 2 columns Customer survey i This is question i 2 This is question 2 O choice 1 O choice 1 O choice 2 E choice 2 O choice 3 O choice 3 3 This is question 3 4 This is question 4 O choice 1 O choice 1 C choice 2 O choice 2 O choice 3 choice 3 O choice 4 O choice 4 Question numbering default uses standard numbering e g 1 2 3 4 etc For displaying other numbers that 1 2 3 enable custom numbering by selecting it here To configure what is actually displayed see the section called Custom question numbers Progress bar Shows the progress of the survey The bar show the progress on the question it is located before you answer the question E g If you are located on question one out of four the progress bar will show 25 Progress bar label will be shown to the right of the bar e select percent label to show percent completed i e 25 e select count label to show number of completed questions out of total i e 1 4 If you use Branch conditions in the survey the progress bar will still count in the skipped questions In a large survey this will n
114. ff If this feature is not selected the options for this question will appear as radio buttons meaning only one of the options can be selected at any time Example 1 Please selectthe Internet providers you have used in the past Oaol CATET O Alternet Bellsouth Cl compusewe C consentie Cl Earthlink C mci Last choice has text field for other Includes a text field for entering other if none of the other choices apply The text field is of size 10 with 255 character maximum Example 28 http www objectplanet com Opinio 1 Selectthe internet providers you hare used In the past AOL ater o Alber mel O Belisauth O Ccompusera Consentric DOEarnilink other Columns The number of columns to display the choices With many choices more than one column will often look better If more than one column is used the choices will be displayed in this order this example has 20 choices displayed in 4 columns alphabetically o I your internet provider MOL ATAT Alternet O Bellsouth D Corpus erit oO Carnseritric O Earthlink O Erals O Mimnerica 12 Linknel TI MEI O Mind spring E WGP O Nekim UPC O PacBell O Pipeline O Prodagy D Sprint Tele part Selections required This lets you control how many of the choices the respondent must answer minimum selections Set this to 3 and the respondent must select 3 or more options in the multiple choice question Allowed selections controls how many choices the respo
115. g resourceld There are several addListener methods in the EventBusManager You can register to listen to IMPORTANT Try to register events on as low level as possible to maximize the performance Example 13 1 Plugin example Implement com objectplanet survey event IEventListener interface In the start method of your plugin you can register your plugin to listen to the administration events public void start EventBusManager eventMgr EventBusManager instance eventMgr addListener this EventBusManager BUS_TYPE_SURVEY_MANAGEMENT EventBusManag Implement the handleEvent method from IEventListener interface so that the events received are handled correctly For example public void handleEvent PluginBusEvent event if event instanceof NewSurveyEvent NewSurveyEvent nsEvent NewSurveyEvent vent 186 http www objectplanet com Opinio Plugin setup long surveyld ns Do something with th Event getSurveyld survey call an external system etc send an email All plugins can have a setup screen accessible from the plugin list The setup is available only for users with all access rights super users To create a setup screen for your plugin implement the two methods e getSetupHTML HashMap resources the method is called by Opinio when displaying the setup screen for the plugin e processSetupHTML Has
116. ght be incorrect if the question order has been changed or questions sections have been deleted in the survey A Customer satisfaction survey 77 Filters 2 No conditions exist for this question o No conditions exist for this question o No conditions exist for this question o x A new customers exclude not relevant Needs verification E me El o No conditions exist for this question e l No conditions exist for this question o No conditions exist for this question ela aaa Es No conditions exist for this question The branching will also become out of date if Include branching type is set and there exist excluded questions that never will be included by any branching conditions In this case please make sure that excluded questions are included by at least one branching condition 50 http www objectplanet com Opinio Branching overview The branching is out of date Please make sure that excluded questions are included by at least one branching condition A Customer satisfaction survey 1 Filters Questions and conditions A EE ma o No conditions extst for this question o No conditions exist for this question o l No conditions exist for this question l No conditions exist for this question o No conditions exist for this question a 1 j Branching types There are two types of branching 1 Exclude branching 2 Include branching Change branching type A Customer satisfaction s
117. ging in along with the password e Created date Date when your account was created It may not be set because created date has been added in version 6 Username The real name of the user if known Used only as helpful information in this screen e Password confirm password Allows changing of the password Type the password twice to confirm you want to change it If the password fields are left empty the current password will not be changed It is not possible to set the password to empty blank e Email Set the email address This is optional but recommended to ease filling out some of the screens that requires email address invitations for example Also it makes it easier for the administrator to contact you if needed e Language Your preferred language This refers to all the screen texts labels in the entire system More languages will be added later Time zone Your time zone It is necessary to specify the timezone so that dates are displayed correctly If this is not set according to your location the server date time will be used and could be many hours different than the timezone you are in e Location of uploaded files When uploading images css files etc they will be placed on the server in the location indicated here If you need to write your custom HTML code to display images in the question text for 165 http www objectplanet com Opinio example you can look in your profile to see where yo
118. h the survey survey Survey administration Survey administration screen is the survey home page It displays important survey details and give you access to the main survey features 19 http www objectplanet com Opinio urvey administration Customer satisfaction sample z Click to preview survey a Start date Friday November 24 2006 11 00 15 PM CET Stop date Friday December 1 2006 11 00 15 PM CET Available for response Resol Sl D stored 00 me 0 completed d Doy MESE f gt Click to lock survey Survey attribute Number of questions No questions exist Der of translatio J Maximum number of responses Not specified Survey authentication JT Allow multiple submission No prevent with cookie Anonymity of respondents in invitations No anonymity Survey status The traffic light icon on the right of the screen indicates the survey status If the survey is open for responses the icon light is green If the survey is not accessible the light is red A survey can be closed for the following reasons Closed by date current date is before start date or after stop date Locked by an administrator user usually yourself If the survey is locked the survey designer has edited the survey in some way The survey cannot be open if it is being edited To make the survey available immediately click on the unlock survey link under the status icon You can only unlock the survey that has been locked by
119. hMap resources the method is called when user clicks on the Save button The values from the setup screen are sent to the method Method getSetupHTML HashMap resources Gets the HTML code for plugin setup screen The code must include all HTML needed between the form tags For example the code could be public String getSetupHTML HashMap resources new StringBuffer ma D5555555555555 0 tml retu tml tml cm cm cm cm cm cm cm cm cm cm tringBuffer html append lt table gt label gt Name lt lue gt lt inpu Va label gt Address Va lue gt lt inpu lue gt lt inpu r gt lt td class form lt td class form Les ts r gt lt td class form lt td class form CEST r gt lt td class form gt lt td gt lt td class form val EES he append lt t append append append lt append lt t append append append lt append lt t append append append lt append lt table gt rn example the code could be Important html toString td gt type text name plugin_name class wid lt td gt type password name plugin_address cla type submit value Save name plugin_ All input field names must start with plugin This is to avoid any conflicts with any fields produced by Opinio example the code could be The example includes two fields p
120. he cell and the cell type will automatically change to Label Click on Tab to go down to the next cell label field and repeat The same technique applies to type Image and Dropdown You might need to confirm that you really want to change the cell type Changing cell types In the type column select the cell type from the list by entering the first letter of the cell type For example for type Label click on the 1 The list will jump to the Label type Click on the Tab to go to the next cell type field move down and repeat Cell groups You often need to group matrix cells to be able to do ratings rankings or just to set the same background color You can only group the cells that are adjacent to each other NOTE cell groups can not intersect 35 http www objectplanet com Opinio Cell group list List of the existing cell groups is displayed on the main matrix screen From here you can delete groups create new groups and edit the existing ones NOTE when you delete a cell group with rating cells the rating cells are removed because this cell type is not allowed outside the cell groups Cell groups Main cell group importance Creating cell group The cell group screen look like this Edit cel group Mame From bopeleft cal To bottom right call Heading Background color Validation 1 selections alowed Sec thon required Ed Add cel group rating 2 21 7 3 Delete
121. he language and name and email is added on this screen at any time optional If Send message checkbox is selected a message will ne sent to the translator when you click on the Save button This allows the receiver to access the restricted translate page authenticated by a key in the URL where he she can translate the survey You may customize the message to the translator before it is sent IMPORTANT It is important to note that a survey should be created first including all questions sections labels etc before you send the translator link It is possible to change the survey while translations are in progress but note the following The translator will not be allowed access to the translation screen if survey is locked If survey becomes locked while translation is in progress the translator will not be able to save if survey is still locked at the time of saving or if main survey has changed 81 http www objectplanet com Opinio If you want to have an individual look and feel for the language set the css file to use for this translation It s optional and if language CSS is not specified the survey CSS will be used Edit language settings To edit translations settings click on the language from the section called Translations gt Excel The translation language can be changed at any time as long as it is changed into a language not already in use If Send message checkbox is selected a message will
122. hem Plugin source The source of this plugin example can be found in the distribution SurveyFunctionExamplePlugin Plugin interfaces The previous chapter demonstrates how to add more functionality to Opinio But sometimes functionality in the administration module must be changed to best suit your needs For this reason the plugin interfaces have been developed and added to the plugin architecture Now a plugin can overwrite some parts of default Opinio code To do this the plugin must implement an interface defining the plugin behavior All existing interfaces can be found in the package com objectplanet survey plugin interfaces More interfaces will be added in the upcoming versions For example LoginPlugin implements login functionality which will be used instead of default login procedure Then it must implement Login interface This example is included in the distribution Refer to the Login api for more details public class LoginPlugin extends Plugin implements ILogin Attention The plugin will be automatically registered in the system on web server start up Only one plugin for each interface can exist If there are more than one plugin it s impossible to say which of the existing plugins will be used Plugin screens look and feel It s recommended to use the same look and feel as other Opinio screens Here are some main classes used in html forms e tables use table class sectionTable for the main form table e h
123. html file that you want to upload by clicking on the Browse button Type in the new name optional and select the list My HTML files or Common HTML files to which you want the css file to be uploaded applicable for super users only If a file with the same name already exists in the list you must either specify another filename or check the Replace if exists checkbox in which case the existing file will be overwritten Add new HTML file es New HTML file 8 Upload New file name fo L files test himi Upload to atior My file O Common file De f fie exists O Important The upload file must be a valid HTML file and must include the survey tag lt survey gt at the position where you want the survey to be displayed Edit an HTML file To edit a reusable HTML file click on the HTML file in the list only super users can edit files in the Common HTML files list 162 http www objectplanet com Opinio Edit HTML files test htmi 8 very simple example Below the survey tag includes the survey In the page Download an HTML file An HTML file can be downloaded to disk by clicking on the download link in the Action column Downloading a HTML file is useful if you want to use another HTML editor to edit your HTML files or if you want to use the same HTML file within another installation of Opinio Files Files in this context can be used to share any type of file with other Opinio users Resources
124. ile upload or simply copy paste to create your invitation This module also let you track your invitees who has responded who has not who has received reminders etc Add Edit invitation To access invitations locate the survey then click on publish survey then invitations in the menu box Then click on new invitation Add invitation 8 New frvitatior 8 Invitation settings Invitation name All customer From name From email oe mycomparry cor content type text plar v Invitation date and message Send date 11 28 06 7 07 PM Th MIDS Y Hitt A Del ive tomer satista Reminder dates and messages eminder 1 date T IMIDIVY HEMAN A Reminder 2 date TT UAIDIYY Hehhh A Remind T MIDI Y H MA A Reminder 4 date TT UADIYYH MMA Reminder 5 date gt MID IVY Heh A eminder subject Reminder message Invitation name The system label for the invitation It will not show on the invitations you send out but used as an identifier when looking at the list of invitations you have created for your survey 87 http www objectplanet com Opinio From name Enter your name or company name This will show in the from field of the email message sent From email Enter your email or company email address here This will show in the invitation email Content type If you want to include HTML code in your invitation email you have to set this parameter to text html To include html code simply type paste the code in the message field
125. iles when building compiling the plugin The name of the plugin property file should be MyPlugin props These lines must be included in the properties file plugin ResponseNotifierPlugin name My first plugin plugin ResponseNotifierPlugin author Peter Pluginson plugin ResponseNotifierPlugin version 1 0 plugin ResponseNotifierPlugin build beta 1 plugin ResponseNotifierPlugin docs MyPluginHelp html plugin ResponseNotifierPlugin depend java 1 4 plugin ResponseNotifierPlugin depend Opinio major 4 plugin ResponseNotifierPlugin depend Opinio minor 0 These lines must be included in the properties file Compiling the plugin To compile and build the plugin we recommend using the ANT build tool from Apache It can be found here http ant apache org The sample plugin includes a build script for Ant build xml that builds the entire plugin and creates a Jar file ready for use To compile you need to specify the path to the opinio jar file which is located in the WEB INF lib folder after installation or you can simply unzip the opinio war file The following lines in the build xml file needs to be configured lt property name opinio lib dir value lib gt lt property name Jar name value MyPlugin jar gt lt property name Jar dir value gt lt property name deploy dir value opinio WEB INF plugins gt configured e opinio lib dir The location of the opinio jar fi
126. ill appear Click on the arrow to move the cell NOTE cells can be moved only within the same group type For example you can t move cell of type Radio to a group of Checkboxes 3 4 5 6 i abo abe abo abe abe abc TE gt a 3o S EIE ee e Sabe of fF El G e 4 abe ie fe fe Fe PE AN 4 EM E E E ae a ra E BA DE E GR E PH PRD CFs ATA L Changing a cell Click on the cell you want to change A new window will open allowing you to enter the cell details You can name the cell for better identification in the reports The cell identifier is optional You can also set the background of the cell Edit matrix cel 8 Cell identifier Background color O Label There can be 8 types of matrix cells 1 Empty cell Empty cell can be used when the cell does not need to carry any visible element Most of the cells are empty when you first create a matrix question Click on the Empty cell button and set the type from the dialog window that appear Empty cells do not have an identifier and background color 2 Text Cell of type text allows respondents to enter any text in the field Field size is the visible length of the fields in characters 33 http www objectplanet com Opinio Validation Validate check the answer from the respondent It can be used to demand a specific type or length of answer from the respondent and set the appropriate error message if these requirements are not met 3 Numeric Cell of type
127. ill appear in the Action column of the table If you then click on the Insert link the in text element will be inserted in the question text at the cursor position In text element text In text element of type text allows respondents to enter any text in the field Field size is the visible length of the fields in characters Validation Validate check the answer from the respondent It can be used to demand a specific type or length of answer from the respondent and set the appropriate error message if these requirements are not met In text element numeric In text element of type numeric restricting the answer to a number only Select this type if you need calculations on the report type text will only produce a comment listing Numeric types available are integer or decimal Note Use numeric type only for numbers you want statistic analysis for For inputs like telephone numbers credit cards and country zip codes text type is recommended Validation Use this to set restrictions for answers and error messages for invalid numbers required input and min max values In text element dropdown In text element of type dropdown list is exactly the same as the usual dropdown list for the question types except it only allows single selection You can either create a dropdown list directly or create and load from the bank if you are to use it again later See dropdown list question In text element checkbox The checkbox sim
128. ing on this link a small popup menu will appear with all available report portals listed Simply select the report portal that you want the report file to be added to Learn more about how to publish your reports by using report portals in the section called Report portals Report structure Reports are composed of one or more report elements Each element may contain report data for one or more questions This allows for a very flexible way to construct your report The default summary report for example contains a report with one element and includes a summary report for each question in the survey But you can if you wish create a report for only one question or a report with several different views summaries for one single question This is done by creating several elements and selecting the same question for each element Then you can vary with different chart type for each element for example The layout of the report 110 http www objectplanet com Opinio Elements To add an element click add element from the report structure page 111 http www objectplanet com Opinio Create new element New element y Element name Question 1 4 Heading Description Select questions 1 In which country are you located 2 Which industry are you part of 3 How long have you been a MyCompany Inc cu 4 How satisfied are you with MyCompany Inc 5 To what extent did our product meet you
129. ing a poll question from the library is similar to copying a survey question Refer to section Copy survey question from library Piping Poll piping is similar to survey piping with the following exception Only Fixed value and Survey URL parameter piping source types are allowed This means that you cannot define other piping types Refer to section Survey piping Poll preview Poll preview is available from almost any screen during poll creation Note that when you preview a poll you bypass the poll security and opened dates You can see the poll as respondent would and can click on the Vote button to see the result of the poll Note that your vote from preview will not be counted as the actual vote The poll preview chart is populated with random data and DO NOT reflect the actual votes if they already exist for the poll Also note that 1f the current screen changes are not yet saved they will not reflected on the poll preview Poll look and feel Poll look and feel pages include poll layout style texts labels and buttons elements visible to the respondents Poll look and feel is available in the Menu box on poll administration page Poll look and feel The poll look and feel is important for several reasons It sends a message to the respondent that the poll is serious or professional or simply for fun It is sometimes important to match the design of your website 98 http www objectplanet com Opinio Po
130. io Delete HR Surveys Delete yy Management Delete pe Partner surveys Delete erat Delete we Sale Delete ye Test folder Delete Folder is a container for surveys polls and sub folders To create a new folder press the new sub folder link in the Menu box of the current folder Then name it and add an optional description Select a sorting method for surveys polls and sub folders in the new folder Click Save The folder will be created as a sub folder of the current folder 13 http www objectplanet com Opinio Advanced edit To edit the current folder click on the Edit folder link in the Menu box Make the changes and save To delete a folder you need to go one level up to the parent folder Click on the Delete link in the Action column in the Sub folders table Note Only empty folders can be deleted Create new survey While in a folder click on New Survey in the menu box on the left side of the screen 14 http www objectplanet com Opinio Give the survey a name The name is not visible to respondents but is used to identify the survey in Opinio When the number of surveys in the system becomes large it is useful with names that are descriptive and unique Click on Create button The survey is now created You will see it in the list of surveys in the folder you are currently located Click on this survey in the list to go to the survey main page Create new poll While in a f
131. ion The following Question actions are available from the screen e New question Click on the New question link to insert a new question at the desired position You will be forwarded to the Question screen where you can enter the question details See the section called Creating questions e Select new question from library Click on the New question from library link in question table to select question s from a library A new window will open allowing you to navigate to the library and select the desired questions See the section called Copy question from library e Edit question Click on the Edit link in question table to edit the question setting e Add to library Click on the Add to library link in question table to copy the question to a question library A popup window will open where you can select the question library See the section called Add question to library e Move question up Click on the Up arrow icon to the right of the question table to move the question one position up If current question and previous question are in the same section they will simply change place If previous question is in a separate section the current question will be placed before the previous question in the previous section If you just want to move the first question in the section to the previous section click in the Move down icon for the section Move question down Click on the Down arrow icon to the right of th
132. ion New text New question New question from library Question 3 Edit Add to library Delete a 3 How long have you been a MyCompany Inc customer C lt months C 6 12months C 1 2years 2 Syears C 6 years Split section New text New question New question from library Question 4 Edit Add to library Delete a 4 How satisfied are you with MyCompany Inc technical support response time 11 525037 4 45716 Have not used Keep in mind that you can at any time click on Preview Survey in the menu box to see what the survey will look like for your respondents Once the questions are made you can go on to customize the survey settings You can change the survey look amp feel behavior etc In this quick guide we will let all survey features stay at default settings You have now created your survey Now let s look at how to publish it Or in other words how to make it available to your respondents Click on Back to survey in the menu box then click on Publish survey You will get this screen http www objectplanet com Opinio 2 Customer satisfaction survey 9 Publish survey There are several ways to publish the surve e Publish link to the survey on a web page o Send survey link to the potential respondents via emai You can either use your own email program or built in Invitations module e Telephone inter Checklist before survey publishing e Survey has been tested especially branch conditions if any
133. ion is modified Also notice that the texts in parenthesis are labels to make translation easier indicating what the texts represent and should not be translated Survey collaboration The purpose of the survey collaboration features is to be able to share ideas and comments between survey authors or author managers for example To facilitate this it is possible to add comments to the survey and to individual questions To add comments click on the Comments link located in the Menu box on the survey administration screen Survey comments 84 http www objectplanet com Opinio A general comment can be added to the survey in the survey comments screen The available comments if any are listed below the add field The new comment will appear in the list as soon as the add button is clicked It is also possible to add comments to individual questions by clicking on the Question comments link in Menu box Question comments All questions are listed in the question comments screen with the possibility of adding and viewing comments for each individual question Available comments are listed below the relevant question Click on the Add Comment link in right top corner of the question tables and a pop up window will appear where a comment can be made The new comment appears in the list of available comments when closing the window To add a general comment to the survey click the Survey comments link locat
134. ions in a survey same question types attributes and export import functions are available See Questions for more information Import question library Importing question libraries is useful when moving libraries from one installation to another To import a question library click on the Import question library item in the Menu box Then select either to browse your system for the XML file or a zip file containing the XML file or type in the URL to where it is located Import library e moort hbrary 8 6 Upload XML ZIP fi Browse XML ZIF L Free question libraries to import g Ne t Drar ne f ance example of XML file link 157 http www objectplanet com Opinio http www yourserver com common_questions xml IMPORTANT The file must be a valid XML file The only way to ensure that the XML code is valid is to produce the XML file by the Opinio export function If you would like to give the imported question library a new name click on the checkbox and enter the new question library name Please note that this option is optional and if not selected the question library name from the XML file will be used When the Import button is clicked the file will be uploaded to the server As soon as the file has been uploaded Opinio will read and store the elements in the XML file as a new question library Export question library Exporting question libraries is useful when moving libraries from one installation to a
135. is a Sued enter Sass Te e ss Sis 87 Add INVILCES a sia ia ai i ia a a seul a a A a a a SE EEES 88 Export invitees astas a das as T ia ia e i dy ae a d a a 90 Invitation ISt esiosan a sia ois a gas sa ss E Ta sa is Ia sa i a k oleo Ke sis ai Ss 90 Invitee data format osos miei iai CEO EESTE mas so Aas i S a ss d 91 Manage Invitees Likas sans siais e i aaa sa a Rea S ao a a a a Ga a L ass 92 Invitation details cierta i ii pea a a aa i A i i a a S shares aps 94 Phone Intervie WS si asus saus sis ss i a k si a e ss a ss K k ss Va dedo 95 X Designa A sia ss ii ska otas a E AS S a aa ei Aa tds va sias a Ss Es Poll administration seh s da idos italia ab deed ub as dia e S da fis 97 QUESTIONS Lisas enced ia ede e aa adis ia E bik aa deena beta deb a a Uro aa ke k ak aids 98 Creating QUESTIONS isene e En eas gess wsuaedenesed sibel ena etey oceans cepted abe byaumnes ny eta NEER ONSE 98 Organizing questions vii A Ad 98 Add questionito bra metadata dress 98 Copy question from library 25 0 22 ease e eis a I saaa a aa id rd 98 PIPING is ata ias Kilis ais da kis os oi sed as kei ii sa as siai Ka sein ai a ia is i sis si i 98 Poll preview voii a E E os a a a a is A i i sa i ql 98 Poll look And feel sss saaa tee sai vita i in e bytes aa i cheba i D i i is 98 Poll 1Gok PA ni gas asa ki cesta sa i e i a si o a d a ss Ke sis sa 98 Poll texis noero Lanai si K iai o a kala a o a a seb ane EP o a os sees 100 Poll buttons cistitis 101 Qui
136. it is the sum of all filters that determines the data set to report on Thus filters should be created with care For example if you create 2 filters one that filters out all females then another filter that filters out all males then the resulting data set to report on will be O zero respondents If your survey has many respondents several hundred or thousands then it may take a long time to create filter The reason is that Opinio stores information about each respondent whether he is included in the filter or not If you know that the survey will have many respondents it may be a good idea to create the filter before the survey is started To add a filter click on Filters in the Menu box when you are inside a report Then click on Add filter Create new filter te New filter 8 fter nar e Ret es from filter ter ted v Resp mat t iter ed v it E dnt T re langue JZ question response 130 http www objectplanet com Opinio e A filter name must be specified Select to create the filter from an existing filter and select if the respondents meeting the condition should be included in the report or excluded filtered out e Select one or more types of filter date response language and or based on question responses and click continue Create new filter De New filter a Filter on guestion responses In which country are you located jharusta A he Jeria nencs doma v i h r t 2 ndus a rtof E F
137. ize Validation Validation message lot a number Please ente a ahd nur Det Required CJ Ain value D Max T L Open ended question Y Advanced settings v G i v C Copy to next F y irish Next e Type Choose integer or decimal depending on the type of question This will also cause Opinio to restrict the user to enter the correct type of number e Prefix label Optional Placed in front of the field like the text I am in the example under e Postfix label Optional Placed after the field like the text years old in the example under e Field size The visible size of the numeric field e Validation Set various restrictions on the user input along with appropriate error messages if input by the respondent is incorrect Example 3 2 Numeric question 26 http www objectplanet com Opinio 33 How old are you arri years old Multiple Choice For questions that require a selection between alternatives you should select this option Choices Set up all available choices For each choice you can set the following Use images Enables the feature to display images with each or some of the choices e The choice label Type in the text to be displayed In most cases this is the only thing you need to enter Click Tab to go to the next choice label e Label position Position of the option label relative to the selection button The possibilities are e button right e button left e button top button bottom Example
138. just a representation of the red green and blue intensity in that order The computer creates the three intensities mashes them together and you get a single shade of color For an example here are the opposite ends of the color scale FFFFFF 181 http www objectplanet com Opinio The code above is equal to white Why Notice the three colors are all set to FF That means the highest level of red green and blue As I said above in a computer or television the combination of all three primary colors creates white Now here s black 000000 This is just the opposite All three settings of red green and blue are set to a total absence of color Black Now here are a few other codes and their breakdown FFFF00 Let s start with the concern from up above yellow The code above produces pure yellow Notice the red and the green are at full tilt There is no blue By mashing the red and green up against each other the red cancels out the blue and all that is left is the yellow It s actually a subtractive color method being employed in an additive world DC143C The code above creates a shade of red called crimson The red setting DC is pretty intense There s not much green Blue is set a little less than halfway up EE82EE That s violet The Red and the Blue are at pretty high levels The green is there but at a lower level Now this is not purple but violet Purple as I said above is a combination of red a
139. key for all members in the cluster The top part of the screen is the same as when in single server mode The license key at the top part of the form is for the server you are currently connected to The lower table is for configuring other members in the cluster Note that if you are connected to the cluster member through the load balancer you could be connected to any of the members To test if all cluster members have their IP based system url set up correctly click on Test IP based system URL in the left menu box while in license setup for clustering Once the test is complete you will receive a status screen that will indicate if all cluster members are up and running and the IP addresses are configured correctly 173 http www objectplanet com Opinio Ta gt hh me 1 ere rr D Test IP based system URL Op Cluster member 10 0 2 26 a All servers in the i ter are listed below It mportant that all should show OK as statu erver the cluster that car t be nnected are marked with error The reasons might be URL is in ect 2 tt rver cannot be contacted firewall i ae a ou might dt inside the Intranet toc RL cc ction tte 0 opinio OK htto 1 4 2 57 8080 opinio Not available User management Opinio offers a powerful set of features that enables administrators to perform detailed user administration Administrators with super user access can create users give them access to various resources in the system and even deleg
140. lay a list of steps recommended for creating the resource The context guide will indicate what steps you have begun using blue overlay icon on the steps and what steps are completed green check mark on steps On the lower right corner of the guide there is a link to the guide details If you have limited access to the resource you are viewing the guide items is either not shown or displayed as text items no links http www objectplanet com Opinio ig Guide The following heps are recommended Tor your Survey Create questions 4 Add conditional branching 2 Customize look and feel 3 Set privacy and behavior fe Translate survey BD Publish survey dh Analyze collected data a The guide details screen will display each step and a history for each step and which user has performed each step Each step must be set to completed status manually if desired or may be reset Note that these steps are simply a guide and a checklist they do not have to be set to complete when you have finished creating your surveys or other resources 10 http www objectplanet com Opinio Create questions Date user login Type of change 11 24 06 6 43 PM admin Question 1 was added 11 24 06 6 43 PM admin Question 1 was deleted O set completes P reset Add conditional branching Date Userlogin Type of change No changes exist O set completed P reset Customize look and feel Date Tusertogin type of change No chang
141. le jar name The name of the plugin If your plugin is called MyPlugin this file name must be MyPlugin jar e jar dir The folder where the newly compiled packaged plugin should be placed e opinio lib dir If Opinio is installed on your system then you can run the dist copy target to copy the plugin jar file directly into the Opinio plugins folder to make it easier to develop the plugin an Ant target is a step in the build script and each target can be run independently or in sequence depending on how the script is written 192 http www objectplanet com Opinio Once these lines in the build xml script are correctly set up the plugin should compile Once compiled all the files for the plugin is packaged in a jar file This should be inserted into the opinio WEB INF plugins folder Opinio will try to load the plugin automatically when starting If you don t see the plugin in the setup screen after restart look in the log files for the application server for any errors If the plugin is placed in a java package there are a couple of things to remember You must place the java files in folders that equals the package names so that the compiled class names are placed in these folders Also in the properties file props you must use the full name of the plugin like this There is sample plugin plugin testpackage MyPlugin name MyPlugin plugin testpackage MyPlugin author Torgeir Lund plugin testpackage MyPlugin ver
142. line Y W a Lance 134 http www objectplanet com Opinio Include invitee data When checked the information about the invitee id email address and name will be included for the respondents that have been answered through an invitation NOTE The invitee data will only be included if no type of anonymity is enabled for the survey Select encoding Choose your respective language encoding see language encoding Column headings Respondent id The heading used for the respondent id column Start date The heading used for the start date column Completed date The heading used for the completed date column Language code The heading used for the respondent language code column Invitee id The heading used for the invitee id column Invitee email The heading used for the invitee email column Invitee name The heading used for the invitee name column Question For questions with only one possible answer this question heading combined with the question number is used as the column heading This is applicable for questions of type rating numeric single selection dropdown and single selection multiple choice For other question types and for all in text fields in a question this question heading is combined with the corresponding column heading on the raw data export settings page In text For each in text field in a question there will be a column with the question column heading combined with this in te
143. lished on your web page the result chart will be displayed on the web page instead of the question form This is because the poll will be locked while edited Differences between Survey and Poll e A survey can have multiple pages and the questions in a poll can only be displayed on a single page e Polls can not utilize Opinio s conditional branching functionality only works on multiple page surveys e Progress bar can not be used with polls only works on multiple page surveys e Surveys in Opinio supports user authentication this is not available in a poll e Redirects to other web pages are only available in surveys not polls e Invitation functionality does not work for polls It is of course possible to invite people to your web page but the build in Opinio invitation functionality is only meant for use with full blown surveys e Server side validation of response data answers does not work in polls Client side validation is turned on by default Design steps Designing a poll starts from the poll administration screen since it gives you access to all poll features Here is the list of poll design steps 1 Create questions 2 Customize look and feel 3 Configure poll behavior 4 Translate poll 5 Test the poll to see that it looks and behaves as intended See Checklist before poll publishing 6 Publish the poll 96 http www objectplanet com Opinio Poll administration Poll administration scre
144. ll Look and Feel New features poll 17 Look and fee Simple default blue bright orange green silver summer CA CO man m O O O O O Layout Form widtr Number of column 1 v Question numbering None v The design of your poll can be controlled by 2 main methods A poll template or a CSS style Cascading Style Sheet The simplest is to use a template which is often more complete with a set of images to enhance the look amp feel e Simple To use s template click on the Simple tab A template is a predefined look and feel that you can choose for your poll Select a template and click on save Click on preview poll in the menu box to see how your poll looks with this new design Currently a template can not be uploaded or changed through the Opinio user interface e Advanced To set you own style click on the Advanced tab The input from poll style field will then controls the look and feel of your poll Note The Advanced poll style field will be populated with the style for the last saved template This way you can select the template that you like from Simple tab and then make some small changes to the css file to ensure that the poll perfectly fits on your web page Every element in the poll can be customized by the CSS style It requires some basic CSS insight to be able to do this The style field contains many comments in it that explains what areas of the poll elements can be customized There are plenty of guides o
145. lls in a table This is a very flexible question type and can be used for complex questions like for example rating of several items in a single question or rating and importance question 23 http www objectplanet com Opinio In addition to the main type all questions can contains the following additional elements In text elements Allows respondent to select answer from a list and enter text and numbers directly in the question text Perfect for essay questions and fill in the blanks Open ended question Allows respondent to enter any text at the end of the question Perfect for Comment boxes Rating Edit question 4 Question 4 32 1 Advanced edit To what extent did our p uct meet y pecta gt gt 3 Rating imum value label Faled y Maximum value label Fa exceeded No selection labe Dont kno le from 2 to 5 v Validation Validation message 7 Required Please select a vale O Open ended question Y Advanced settings pto L A o Y a Copy to next Pre 4 Firest Next A rating scale type question The respondent must choose a value from 1 to N where N is the number of levels in the scale 2 20 This question type also allows for a non selection answer NA don t know etc e Minimum value label Denotes the lowest value on the scale E g Bad e Maximum value label Denotes the highest value on the scale E g good 24 http www objectplanet com Opinio e No selection label If the
146. ls Report Portals Access this link to create or manage report portals Use report portals to publish your survey reports See Chapter 8 for more details My Panel Link to the panel management module which allows building a database of panelists with attributes to make survey sampling and invitation easier See Chapter 9 for more details Resources To manage your reusable resources like files headers footers dropdown lists invitation lists etc See Chapter 10 for more details e Users For managing Opinio users authors admins Only users with access rights to manage users will see http www objectplanet com Opinio this menu item See the section called User management for more details e Setup The Opinio configuration module Only users with super user access can use this area See the section called Setup for more details e Help Link to the main page of the user documentation Page Icon On each page in the system there is a large icon on the left side below the main menu This indicates the function of the current page For instance if you are viewing the content of a folder a folder icon will be displayed as the page icon This icon exists to make the user interface more intuitive It is often easier to recognize the page when looking at this icon instead of reading the text on the page Crumbs This is the collection of links right below the main menu It is a very useful indication of you
147. ls on how to specify colors e Display bars with different colors Set value to either true or false e Colors of the bars Set all bars to the same color See color codes for details on how to specify colors Labels and fonts e Title of the chart The title shown at the top of the chart Make sure there is room to display long titles e Chart title font Sets the title font Make sure the font specified is available on the server Opinio is installed on Example values Arial plain 12 Verdana bold 10 e Default font for chart labels Example values Arial plain 12 Verdana bold 10 e Bar labels on Turns on the bar labels The bar labels will be displayed below each bar in the chart Values true or false e Bar labels clockwise angle Angle of the bar labels Sample value 270 e Bar labels font Example values Arial plain 12 Verdana bold 10 Legend on Turns the legend on off Values true or false e Legend position If the legend is turned on these are possible values left right top or bottom Legend labels font Example values Arial plain 12 Verdana bold 10 e Bar value labels on The labels on bars usually counts or percents Values true or false e Value labels clockwise angle The angle for labels on the bars Sample value 270 Value labels prefix Sample value e Value labels postfix Sample value USD e Range labels off Range labels are the labels
148. lugin name and plugin address When the user enters the values and clicks the submit button must also be provided in the code Opinio will receive the form and return it through a call to the processSetupHTML HashMap resources method It is then up to the plugin to process the setup html This method is not required by the plugin If not implemented a standard no op text is returned It is recommended that the look amp feel of Opinio is used 187 http www objectplanet com Opinio Method processSetupHTML HashMap resources The processSetup method is called by Opinio and may look like this public ProcessResult processSetupHTML HashMap resources retrieve request object from resources HttpServletRequest request HttpServletRequest resources get PluginConstants RESO String nameValue reguest getParameter plugin name String addressValue reguest getParameter plugin address do something with the values return new ProcessResult The plugin configuration was saved successfully false The processSetup method is called by Opinio and may look like this It is up to the implementor developer of this method to process the values appropriately The method returns the result object with message to show to the user Let the user know what happened with the processing of the form values If null returned the plugin list screen will be displayed If result of type confirmatio
149. mar je G rit Ha y endor Manufactutir M Ctrl click to t more than on unselect ea ndicate the number emi ees in you mpa mai V 6 1 11 25 F 26 100 T 101 250 251 500 1 E 1000 V 1001 50 vi nO 1 ne ha ena r t r r months f month Ta r j r FT s If using date range filter type select start and stop dates for the filter This is optional but if included all respondents responding in this date range will be included or excluded from the report depending on what was selected above If using response language filter type select the languages to filter on Respondents who completes the survey in this language will match the condition If using question responses filter type define conditions on the questions by selecting the response values on 1 or more questions Respondents who answered the same values in the survey will match the condition Invalid filters Report filters can be turned into an invalid state if the question order has been changed or questions have been edited or deleted in the survey after the report filter was created If any report filters are invalid the report can not be 131 http www objectplanet com Opinio generated A needs verification message is displayed for all invalid report filters in the list Report filters o Survey has changed and report structure fs no longer Asistent with the urvey structure Please verify report structure by re saving the report elements fiter
150. more silver subtracting more black as more white is mixed in One other big difference between additive and subtractive color and this is the key is what you get when you add them all together If you add all the colors together in a subtractive color method you get black Why Because you added them all together and all those colors subtracted from all the others leaving no set color or black A computer on the other hand works with light not paint or any other goofy stuff Mix a computer s additive colors red green and blue together you get white No kidding you really do Shine a white light at a prism or a lead crystal glass You ll get a rainbow of colors Actually that s how a rainbow is created White light is being shown through water in the air That separates the white light into the rainbow of colors Now on to the 6 digit representation of color known as the hex code Basic Hexadecimal Notation Hex numbers use 16 digits 0123456789ABCDEF Zero 0 is the smallest representations of a color It s almost the total absence of color F is 15 times the intensity of the color of 0 Combinations of these digits create different shades of a particular color Double Zero 00 is equal to zero hue FF is equal to a pure color This color representation is done three times once for red once for green and once for blue in that order Put the three two digit codes together and you get a 6 digit hex code The hex code is
151. n The green highlighted area is the part of the matrix that is currently displayed Click on any cell on the matrix map to move to that part of the matrix Matrix map HESE Arrow navigation Up down right left arrows will appear around the matrix if there are more cells in the corresponding direction Click on the arrow to move one block up down right left By block we mean the current number of visible columns rows For example if you have a matrix with 40 rows and rows 1 20 are currently displayed the next block down will be rows from 20 to 40 34 http www objectplanet com Opinio L bs te a 2 KI Kh KG KT Wa Quick editing of matrix cells Changing cells one at a time is very time consuming To save time and clicks you can edit en entire row or column in one window Click on the little pen icon attached to matrix column row and a new window will open From this window you can set some basic info about cells Read the section called Editing of matrix cells for the description of the fields PF Quick edit of matrix cells gt Column Row Type Cell identifier Label Image ropdown ery dissalishied lt b E aa Ue PREREEE TEA ey satshed lt bi gt b Time saving tips Cells of type Label Set cursor to the Label field of the first cell The field might be gray indicating that the cell type is not of type Label yet On this screen it does not mean inactive Start typing the label for t
152. n instructions for how to use other databases systems For an extensive list of available JDBC drivers http industry java sun com products jdbc drivers Other considerations If you are concerned with network bandwidth and you have lots of respondents in your surveys you should be careful with using images on your survey pages Images consume bandwidth very quickly A normal survey page will vary from 20 to 100 kilobyte A single image could be larger than this Memory usage is a key item to look out for Generally high loads and large surveys many and complex questions will cause Opinio to use more memory Often times assigning 256 megabyte to Opinio is enough But under heavy load 512mb or more is necessary Especially if you have many questions in your survey The reason this consumes more memory is that the respondent session is cached to improve performance This will take more memory the more questions the survey has The respondent is cleared from cache when all questions are completed or if the survey is abandoned after 20 minutes To assign more memory to the application the java virtual machine the platform Opinio runs on must be told to allow more memory The java process is started by the application server If you are using Tomcat open up catalina bat or catalina sh in the tomcat bin folder and put this line at the top of the file Windows in the catalina bat file set CATALINA_OPTS CATALINA_OPTS Xmx512m On linux
153. n is returned confirmation message will be displayed based on user preferences If result of type error is returned the error message will be displayed over the setup screen html Note that ProcessResult of type error is returned the getSetupHTML HashMap will be called again Implement the logic that retrieves the values from the request and put the values to the form fields so that user can correct them Remember it is up to the plugin author to make the setup values persistent Functionality for making this easier will be added in future versions Look in the example plugin included with the distribution on how to make the configuration persistent Plugin functions Plugins can be appended to the Menu box by implementing one of the interfaces in package com objectplanet survey plugin interfaces menu Plugins can be appended to the Menu box by implementing one of the interfaces in package One plugin can have multiple functions Each function will appear as a link in the Menu box 188 http www objectplanet com Opinio A Look and feel ao Previel survey y Survey setup Bd Translations Comments gt Publish survey FR Reports and data t Recognize address Recognize name Number of functions Number of functions provided bu the plugins is returned by getFunctionCount method in the Plugin If your plugin provide 2 functions just return the number 2 Function label Method getFunctionLabel int func
154. n the internet A couple of examples e http www htmlhelp com reference css e http www w3 org MarkUp Guide Style e Form width The width of your poll form in pixels NOTE poll width will be used for both Question page and Chart result page If poll chart is too big to fit the form width the poll width will be increased If you configure the poll to open the poll results in a popup window it s possible that respondents will see the poll chart in the main poll window This may happen if poll is unavailable lights red on the poll administration 99 http www objectplanet com Opinio screen Make sure that form width you set is enough for both questions and the chart You can also change poll chart width to get the correct layout See Quick poll chart edit e Number of columns Allows for displaying questions in more than one column The default is one column question 2 below question 1 etc More than one column saves screen area and vertical scrolling Make sure your questions aren t too wide because that will push the questions in the rightmost column further to the right The maximum number of columns is 3 Example with 2 columns test Which feature What did you like would you like to the most about see in the next this feature ion Se Look and feel Feature x O O Performance O Feature Y guser Feature Z friendliness Yote e Question numbering default uses standard numbering e g 1 2 3 4 etc For
155. n the screen for this It is also possible to enter input fields and buttons directly into the question text itself see In text elements Select the question type then set the various options for this type Click on next top or bottom of the main content box to create the next question or finish if you are done creating questions After finishing your questions you will enter the question list screen This screen will let you organize your questions by moving deleting and editing them This screen is also used to insert and manage survey sections and pages http www objectplanet com Opinio Questions 87 Customer satisfaction survey a New text Greetings In order to learn more about our customer base ObjectPlanet is pleased to announce our 2005 customer survey To show our appreciation for your participation in our survey all qualifying respondents names wil be entered into the drawing to win an Apple iPod Mini Here are the terms Contest dates are January 13th January 29th 2005 One entry allowed per named license holder Only completed survey responses are eligible All entries must be submitted by mid New text New question New question from library Question 1 Edit Addtolibrary Delete w 1 Inwhich country are you located Split section New text New question New question from library Question 2 Edit Add to library Delete a 2 Which industry are you part of f Split sect
156. nH pluginFunctionH pluginFunctionH pluginFunctionH pluginFunctionH break EASE OG Et EE Et EE Eee eo o ty ue O 5 Q return pluginFunctionHTML toString lt tr gt lt td class form label gt Your mail address lt t lt td class form value gt lt INPU YPE text class width20 lt td gt lt tr gt lt tr gt lt td gt lt td gt lt td class buttons gt lt INPU YPE submit class button lt td gt lt tr gt table gt table gt lt tr gt lt td class form label gt Your name lt td gt lt td class form value gt lt INPU YPE text class width20 lt td gt lt tr gt lt tr gt lt td gt lt td gt lt td class buttons gt lt INPU YPE submit class button lt a gt 4 lt tr gt example plugin with two function When the user enters the values and clicks the submit button must also be provided in the code Opinio will receive the form and return it through a call to the processFunctionHTML int functionNo HashMap resources method It is then up to the plugin to process the html It is recommended that the look amp feel of Opinio is used Processing function html The processFunctionHTML int functionNo HashMap resources method is called by Opinio when user submits the function page Example of the method implementation public ProcessResult processFunctionHTML int functionNo HashMa
157. nd blue alone The code is 800080 Notice there s no green at all Just an equal amount of red and blue FFA500 That s orange There s lots of red not guite an egual level of green and no blue That s how the hex codes work This lesson probably won t make you an expert in color creation but at least you ll be able to understand the creation of color in a computer So are there more hex code colors that what I show above Oh yes There are thousands upon thousands covering every color in the scale from pure black to pure white Every time you change even one of the red green or blue levels you change the color Html help You can customize the look of your surveys by adding your own HTML code to the guestion text survey description etc Most HTML codes can be used except the start and end tags of an HTML document You code must not include the following lt HTML gt lt HEAD gt lt TITLE gt A title lt TITLE gt lt HEAD gt lt BODY gt PANG ars lt BODY gt lt HTML gt Examples 182 http www objectplanet com Opinio lt b gt This text is emphasized bold lt b gt lt hr gt horizontal line lt font color red gt This text will be red lt font gt For more information on HTML go to http www w3 org MarkUp Guide Language encoding When exporting your survey or questions to XML files the system needs to know what encoding is suitable for your texts Otherwise Opinio
158. nd the section e Answer rotation Select this option if you want the options in a multiple choice question and dropdown lists be displayed in a random order Turning this option on will enable randomizations for all lists in the current question This means that items in a dropdown list inside a matrix cell will be randomized for example e Custom question id This field is optional but can be used to set a custom id in the question for easier identifying the question The custom question id will be stored in the OPS_QuestionAttribute database table and will also be included in the XML export It accepts any kind of input e Question layout Determines where your question text should be placed relative to the input fields lists etc You can select show text above input fields or show text to left of input fields Question types There are five main question types Rating Allows the respondent to select a rating level e Numeric Allows the respondent to enter a number Prevents any other type of input Multiple choice Allows the respondent to select one or more choices from a list Same as Dropdown but choices are displayed with selection button in front Dropdown Allows the respondent to select one or more choices from a list Same as multiple choice but items are displayed in a dropdown list e Matrix Allows respondent to respond to almost any question layout and type Labels input fields and lists are organized in ce
159. ndent may select max selections Validation messages lets you define what messages is given to the respondent if the requirements of minimum maximum selections are not met Dropdown list A dropdown list is useful if you need to ask a question that has many alternatives like a selection of the countries in the world If you have a predefined dropdown that you want to use select the desired dropdown from the bank the page will be updating with value from the dropdown bank 29 http www objectplanet com Opinio Edit question Z Question 1 1 7 Finish Next Advanced edit b FS Ss Sap Dropdown Select dropdown list from the bant Y Dropdown bar No tems in the ist v or type dropdown items manually Multip s se t g rt alph t g Dropd 1 v ropdown label ect dol e e E Tvp 3 tem in t ropdown n or 10 y 1 25 50 1 100 101 500 501 1000 101 Name this dropdown for later reuse optional Validation Validation message 1 v selections required Please select size Multiple selections on Allows for selecting more than one item in the list Sort alphabetically Sorts all the items in the list alphabetically when storing in the database NOTE Sorting alphabetically does not work well with numbers To get numbers listed correctly enter then in the correct sequence and let this option be turned off Dropdown size Number of displayed items If the size is larger than one it is actually not a dropdown list anymore
160. nguage The resource file is a text file and can be edited in any plain text editor For non Latin characters the editor must support UTF 8 and the file must be saved with UTF 8 encoding The file contains key value pairs Only values must be translated 183 http www objectplanet com Opinio English version menu SUrveys Surveys menu userAdmin Users menu systemInfo Setup Norwegian version menu surveys Spgrrenundersgkelser menu userAdmin Bruker menu systemInfo Konfigurasjon 3 Resulting resource files must be saved in ASCII For non Latin characters you will need to convert the file from native encoding to ASCII Use built in native2ascii Java tool to do this it must be in one line only but due to space limitations it was broken up in two lines here native2ascii encoding UTF 8 ApplicationResources_ru properties_native ApplicationResourc 4 Update file OPINIO_HOME admin include supportedLanguages jsp Add a new line for your language languages add new OptionBean new Locale ru getDisplayName userLocale ru 5 Restart the application server Create your own plugin Introduction to plugins A plugin is a piece of software that can be plugged into a software system without any modification of this system Opinio provides the framework that makes this possible Plugins was implemented to make Opinio more extensible and customizable No matter how much functionality is included in the product
161. nother or to create a local copy as a backup To export the question library click on the Export link in the Action column when viewing the question library list Choose your respective language encoding see language encoding and click Export This will export the question library into XML format and the user will get a download file notice when the export process is finished Export library e my librar 7 lect encoding 150 8859 1 Latrr1 v Important All Opinio administrators can create question libraries Other users need an administrator to grant them such access as they can not create question libraries by default See the section called User management for more information Administrators can also grant and restrict access to existing question libraries Headers and footers Headers footers are used to display a text image or HTML based items at the top or at the bottom of the survey or report pages Create new header footer To create a new reusable header footer click on the New header footer item in the Menu box Type in the name in the first field and the content in the second You can use HTML code in the header footer but remember that the header footer is part of a web page and must therefore not include any header tags lt html gt lt body gt etc See HTML hints for more info Edit header footer To edit a reusable header footer click on the header footer in the list Important The user need
162. notification the plugin must register itself on the event bus There are several bus types and many event types in each bus See om objectplanet survey event EventBusManager in the plugin documentation Examples of bus types e BUS TYPE SURVEY Survey response bus handles the events in the Survey module Examples of event types are DisplayQuestionEvent NewRespondentEvent RespondentCompleteEvent ResponseEvent and so on e BUS TYPE SURVEY MANAGEMENT Survey design bus handles administration module events When a new survey is created for example a NewSurveyEvent is fired Examples of event types are NewSurveyEvent SurveyDeletedEvent QuestionDeletedEvent and so on e BUS TYPE USER User event bus handles user administration events When a new Opinio user is created for example a NewUserEvent is fired Examples of event types are NewUserEvent PreUserDeleteEvent UserDeletedEvent and so on There are several addListener methods in the EventBusManager You can register to listen to e all events in the system every single one use addListener IEventListener listener method e all events on a specific bus type use addListener IEventListener listener int busT ype e specific event type sent on the specific bus use addListener IEventListener listener int busType int eventType e specific event type sent on the specific bus for a particular resource use addListener IEventListener listener int busT ype int eventType lon
163. ns have you developed u 17 How many servers have you deployed EssyCha 18 How many developers are developing using E 19 We would use EasyCharts NET deployment if 20 What type of surveys have you conducted 21 How many surveys have you conducted 22 How many authors are using the product 23 How many total respondents have you had 24 I mainly use Network Probe for the followi 25 We have deployed this product on the follo 26 How many sites do you monitor 27 How many subnets do you monitor 28 How many PCs do you monitor 29 What other network management products sol 30 For how long did you evaluate the product 31 How long do you feel it took for your MyCo 32 Would you recommend your MyCompany Inc pr 33 I would like to receive information from M 34 How many licenses do you own 35 My contact information Name lt lt named Back Cancel If the selected question has more than one input for example rating question and open ended or matrix question or question with many in text elements then you need to specify the response type as well 58 http www objectplanet com Opinio New piping lug New piping 8 Piping name Company Size Select question 1 In which country are you located 2 Which industry are you part of 3 Please indicate the number of employees in 4 How long have you been a MyCompany Inc cu 5 How satisfied are you with MyCompany Inc
164. ns will require more processing on your server The more translations you have for the survey the more costly it will be to edit the survey Once you have changed your survey all translations need to be verified saved to make them up to date by the translator Access this feature by clicking on the Translations link in the Menu box for the survey AA Translat f tom stisfact a a e jerman needs update Fritz Kahn trits dama T translate Delete Youtch needs update translate Delete Adspanish needs update translate Delete The translate screen lists all languages for the survey The default language the one you want to translate is shown at the top of the screen It set in the the section called Survey behavior gt screen section Multilingual The first step in translating a survey is to add a new language to the list of translations Click on the section called Add language to set language and translator optional The language will then appear in the list with information regarding the registered translator together with the survey link and the translator link Survey can be translated by Opinio user log into Opinio and click on the translate link available in the Action column for all translations External translator sent URL to the translation page by email when adding a new translation or at any later time from the edit screen The translator URL is listed together with the other translated surve
165. nt subscription status is displayed in the list To see the panelist profile click on the selected panelist The following action are available from Action column in the panelist table e View surveys see the list of surveys the panelist have been invited to and have already completed Change password change the login password for the panelist e Delete panelist delete all information about the panelist Sample definitions Sample definitions can be used to define selections from the population of panelists in a panel A sample definition describes the attributes of the sample that you want to draw from the panel When creating invitations to surveys a sample definition can be used to invite the requested panelists based on the panelists profiles age gender location etc See how to invite panelists using sample definitions in the section called Add invitees 153 http www objectplanet com Opinio Sample definitions aA My pane Q tI Females 37 Recalculate Copy Rename Delete IjMales 63 Recalculate Copy Rename Delete HrRandorn size 100 100 Recalculate Copy Rename Delete Recalculate When new panelists sign up to a panel or existing panelists change their profile the number of panelists matching the sample definition might change By clicking on the Recalculate link in the Action column you will get the updated sample count Note Sample count will be equal to the max sample size specifi
166. ntly This dictates a fast storage system If you are running the database on a different server than the application server then it is most important with a fast disk for the database Opinio itself is mostly CPU intensive so if the database resides on a separate server you will be well off with a fast CPU on the server running the application e The network Without a fast network connection you may never be able to reach high loads for Opinio This is especially important if the database is on a separate server then you will need a fast link between the application server and the database Also the network link between the application server and the users are important e The database A properly tuned database is important to get the most out of your current setup We have tried to identify all the needed database indexes for fast lookups But it is difficult to guess at the usage pattern of all users So if you are using the product differently than how we predicted then you may have to tune the database in some way or another Please refer to the tuning section in the documentation for your database e The JDBC driver This piece of software provides the connection between Opinio and the database and is very important Choose a driver that is proven to work even at high loads If you are using the built in database Apache Derby then you do not need to obtain a JDBC driver For any other database you will need to get one See installatio
167. numeric restricting the answer to a number only Select this type if you need calculations on the report type text will only produce a comment listing Numeric types available are integer or decimal NOTE Use numeric type only for numbers you want statistic analysis for For input like telephone numbers credit cards and country zip codes text type is recommended Validation Use this to set restrictions for answers and error messages for invalid numbers required input and min max values 4 Dropdown Cell of type dropdown list are exactly the same as the usual dropdown list for the question types except it can only have a single selection You can either create a dropdown list directly or create and load from the bank if you are to use it again later See dropdown list question for more details 5 Checkbox The checkbox simply inserts a checkbox for your respondents to check This is a true false type answer 6 Radio button Radio buttons can only be used defined if it is grouped with other cells See Cell groups below 7 Label Text to be displayed in the cell 8 Image Set image to be displayed in the cell See the section called Images Big matrix navigation When you create a big matrix more than 15 columns and or more than 20 rows only part of the matrix is displayed at a time This is done to spare the loading time and server resources Map navigation Matrix map will appear in the right top corner of the matrix scree
168. of the data There is no theoretical limit of how many invitees that can be entered through uploading a file The file must be a simple text file conforming to the format described in the section called Invitee data format It is recommended that you zip the file if the size is more than 1mb Additional invitee attributes passed along with the invitee can be viewed when clicking on the invitee in the invitee list screen The attributes will also be tied to the respondent if survey anonymity is off and can be viewed in the single response screen 89 http www objectplanet com Opinio When adding invitees to the invitation duplicates are ignored Duplicates are defined by having the same email address within the same invitation Export invitees It is sometimes useful to be able to export the invitees in your invitation For example if you want Opinio to track who has responded and who has not and to restrict survey access to invitees only you must use the invitation features of Opinio But you might want to use another application to send out the emails Then you can export the invitees which will give you email invitation url and other custom data that you can use when sending emails The exported invitees can also be used to copy invitees from one invitation to another within Opinio Export invitees ga Al customers a O 00006 e Export type All Invitees Export all invitees in the current invitation
169. older click on New Poll in the menu box on the left side of the screen gt 1117 Give the poll a name The name is not visible to respondents but is used to identify the poll in Opinio When the number of surveys and polls in the system becomes large it is useful with names that are descriptive and unigue Click on Create button Create new poll E New po 8 The poll is now created You will see it in the list of poll in the folder you are currently located Click on this poll in the list to go to the poll main page 15 http www objectplanet com Opinio Importing surveys and polls Importing surveys is useful when moving surveys from one installation to another The XML file for the survey contains the structure and information about the survey itself as well as reports and respondents both optional depends on selections made when exporting Note An imported survey will always be placed in the current folder To import a survey click the Import survey link in the Menu box for the folder you want to import the survey to In the next window select either to browse your system for the XML file or a zip file containing the XML file or type in the URL to where it is located a i Di 7 jer GI Hain foldes z3 fe Upload XML ZIP fi Browse Example of XML file link http www yourserver com customer_survey xml Important The file must be a valid XML file The only way to ensure that the XML
170. om opinio e Preferred IP address optional If the server has more than one Network Interface Cards NIC then you should assign which card you prefer to use for your Opinio installation Java returns a list of NICs installed on your server Opinio will by default use the first NIC in this list and if this ip address isn t your preferred ip address for the Opinio installation you will need to set the preferred ip address Also if a new NIC is added the ip address for which you have registered your Opinio installation will not necessary be the first NIC found by Java and the license will no longer be valid if you don t set the preferred ip address Database information Database product name Name of the database engine currently used by the system e Database product version Version of the database system used e JDBC Driver name Name of the JDBC driver JDBC is the technology used as a bridge between the system and a database It facilitates the connection between Opinio and the database See Sun s JDBC site http java sun com products jdbc for more information JDBC driver version Version of the JDBC driver e Database URL Used by the JDBC driver to find and connect to the database Java information e Java version The version of Java you are running e Java vendor The vendor of the Java version you are running To edit these settings click on edit system settings in the left menu box Plugin setup 1
171. on the Rename link in the Action column of the categories table Give the category new name e Move category Click on the arrow up or arrow down icon in the Action column of the categories table Note that all attributes in the category will be moved as well Here you define the order of the categories which means that in panelist profile form the categories will be displayed in the order they appear on this screen e Delete category Click on the Delete link in the Action column of the categories table NOTE You can only delete empty categories Note Delete Delete Delete Delete Delete When panel categories are changed the Create profile form button might appear at the bottom of the screen The profile form must be re created to reflect the panel design changes Click on this button when you are finished updating the panel design Panel attributes A panel attribute is a simple question about a panelist Examples are date of birth phone number and job title Panel attributes define what information panelists need to provide about themselves Click on Edit attributes link in the Menu box from main panel screen to go to edit attributes page The list of existing attributes will be displayed 147 http www objectplanet com Opinio I My pane 8 Address Demographics v Delete m Gender Demographics v gt Delete Birth date Demographics v Delete Marital status Demographics 2 Delete Country Geog
172. on the tab with the desired type name Enter all necessary details for that question type Tip You can preview question at any time by clicking on the Preview question in the Menu box The preview will save the question first and then display it in a popup Note that if some of the required input is not 22 http www objectplanet com Opinio entered the validation error will be reported Buttons under question text Under the question text you will find several buttons that allow you to enter and edit in text elements piping elements and images IMPORTANT Remember that all actions available from these buttons will place tags into the question text It is important that cursor is located at the position where you want to enter the element For example if you want to place an image after text Do you like this picture place the cursor after the if you want picture to appear after the text Place The cursor at the beginning of the text if you want to place the picture before the text e New in text element Allows you to define and insert a new in text element to the question text at the cursor position e Edit in text elements Allows you to edit and delete existing in text elements e New piping element Allows you to create and edit piping elements Insert picture Allows you to insert a picture at the cursor position See the section called Images Advanced settings Click on the Advanced settings to expa
173. ond to the survey as many times as they want need No The respondent is restricted to respond only once If this option is selected also specify how you want Opinio to enforce this restriction General check start and completion This is the standard checkpoints Opinio will check if the respondent has responded more than once at the start of the survey and at the end Thorough check every survey page Opinio will check for multiple responses on every survey page This means that Opinio will contact the client for cookie data on every page for example if cookies are used This will reduce the chance that someone will be able to submit a response more than once but will also cause more server client traffic If you are using IP check as type of multiple response check this option may cause more calls to the database You must also specify how to perform the restriction Check IP address The respondents IP address will be stored along with the response When a response is saved the system will check if another response exists for this survey with the same IP address If so the user will get an error message Cookies are small data elements stored in the browser When a survey has been responded to the system will store a value in a cookie indicating this Opinio will then be able to verify and give an error message if the respondent has answered before Invitations This method is useful only if you use invitations and will prev
174. ot really be noticeable but if you only have a few questions we recommend not using the progress bar NOTE The Progress bar is not useful if you have all the questions on one page Survey texts 63 http www objectplanet com Opinio Survey texts 17 Customer satisfaction survey Heading MyCompary Inc customer Survey window tithe Surve Introduction Header Select predehned header Name the resource for later reuse urvey Advanced edit v Advanced edit Footer Select predefined footer center gt lt font size 1 gt Powered by lt href http waw objectplanet Name the resource for later reuse Thank you note to respondents v Advanced edit om Opinio gt Opinio lt a gt lt font gt lt center gt Advanced edit Thank you for taking our survey Best of luck in the drawing This page allows to edit main survey texts that are visible to respondents All of the texts are optional e Survey heading is displayed at the top of the survey e Survey window title will appear at the top of the survey window e Introduction will also appear on the survey form below the title Use this to give general instructions to the 64 http www objectplanet com Opinio respondents e Header is displayed above the survey and can be used for company logo for example Previously created and stored headers can be selected from the list above the Header field Name the crea
175. p resources retrieve request object HttpServletRequest request HttpServletRequest resources get HttpRequest process the html based on function number switch functionNo Case 1 String email reguest getParameter plugin email if email null email eguals return new ProcessResult Email cannot be blank true return new ProcessResult Entered email is email false case 2 String name reguest getParameter plugin name if name null name equals return new ProcessResult Name cannot be blank true 190 http www objectplanet com Opinio return new ProcessResult Entered name is name fals return super processFunctionHTML functionNo resources The method returns ProcessResult object with message to show to the user Let the user know what happened with the processing of the form values If null returned the plugin function screen will be displayed again If result of type confirmation is returned confirmation message will be displayed based on user preferences If result of type error is returned the error message will be displayed over the function html Note that ProcessResult of type error is returned the processFunctionHTML int HashMap will be called again Implement the logic that retrieves the values from the request and put the values to the form fields so that user can correct t
176. per you _ 4 Opinia Use Plugin API I uses As seen from this image your plugin must inherit from the class Plugin public class MyPlugin extends Plugin implements IPBComponent If you want the plugin to act on some events in Opinio then your plugin must implement the IPBComponent Plugin bus component This is necessary for the plugin to receive Events from the PluginBus more on that in the next chapter If your plugin will have some other functionality then it must implement the corresponding interface For example to do your own login check you can write a LoginPlugin which must implement ILogin interface Your plugin will inherit from the Plugin class which is declared abstract In the current version 6 0 there are no abstract methods so your plugin does not have to implement any methods This may be changed in later versions For the plugin to do anything useful you should override one or more of the plugin methods like the start and stop methods The included example the ResponseNotifierPlugin shows how to do this 185 http www objectplanet com Opinio The event bus The event bus classes are important if you want your plugin to act on certain events in Opinio For example when a respondent has completed a survey you want to do something with the data like sending an email To know when this respondent has completed you need to receive an event notification To receive this
177. permission for e Survey folder Survey or folder resource type With this type you must navigate to the correct folder or survey e Question library Question library resource type 175 http www objectplanet com Opinio e User group User group resource type A user group is a set of users that can be managed by a user group administrator e Dropdown Dropdown list resource type e Header Header resource type e Footer Footer resource type Invitee list Reusable invitee list resource type e ALL Superuser Give full access to everything Now that you have selected a resource type click next to set the permission type per resource The permissions are as follows e ADMIN Permission to do everything with the resource Giving this type of permission to a folder gives the user all access rights to the folder and all subfolders including all surveys This kind of recursive permission applies only to this kind of permission All the other permission types must be set for all folders or sub folders and surveys separately e R Permission to read e M Permission to modify e Sr Permission to create reports in a survey e Srv Permission to view responses in a survey e Sra Permission to administrate responses in a survey e Si Access to invitations in a survey e Mbl Permission to modify a survey by using question libraries e Cf Permission to create new folders in the specified folder Cs Permission
178. planet com Opinio Raw data export settings Y Large companies General info Include attribute nclude invitee data 4 elect encoding Column headings Respondent 1d Start date completed date Language code invitee ig invitee email invitee name Question n text Multiple choice multiple selections Multiple choice Multiple other Delimiters Data delimiter Respondent delimiter Texts Include text Enclose text in If enclosing character found in text use General info Include attributes Includes respondent attributes if any Respondent attributes may be any data stored for each respondent in the OPS_RespondentAttribute database table Respondent attributes are only available if the survey attribute Save URL parameters has been turned on In that case any opdata someparametername parameters are automatically saved see Saev URL parameters or if any respondent attribute have been set by a plugin or imported via invitees The default is not to include respondent attributes If included the respondent attributes will appear in the exported data right after the respondent language column with one column for each respondent attribute r Tid Email Name 0 8359 1 Latin 1 v ie ndentid tartDat CompletedD ate LanguageCode Irvileeld IrviteeE mad lrviteeName Quesbon Example InT ext Franks e value Example Choice Example Othe Example Row Example Example Freel Exampl 25 and for new
179. ply inserts a checkbox for your respondents to check This is a true false type answer Open ended question 40 http www objectplanet com Opinio Allows for a free style answer to the question open ended Any text can be entered by the respondent This question type can be selected in addition to any other question type If checked the following options can be set e Rows The height of the text field It is the number of text lines visible to the respondent but not the limitation of how many lines can be entered e Columns The width of the text field 50 columns means that 50 characters approx will be visible horizontally Max chars The max number of characters allowed e Label Label for text field This will be shown to the left of the text field if the number of rows height is 1 one If the height is more than one the label will be displayed above the text field On a field with height 1 you can force the label to be placed above it by inserting an HTML break tag after it This is my label lt br gt Allow images Enable this feature to allow respondents to upload images and attach these to the survey response The respondents will see an image button to the right of the free text field Clicking on this button will open the image upload window When the image is uploaded the link to the image will be inserted into the text area This is the actual code for the web link and looks like this lt img src
180. potential problems such as memory usage disk usage network bandwidth usage processor usage etc Needless to say Opinio relies on a stable server System and data integration Email report appender It is possible to activate an email report handler if you want more advanced reporting than is provided by the reporting feature accessible through the Opinio setup screen When activated the appender can report all types of events not just database connection errors All events written to the log will trigger the appender to check if you should be notified The feature is configurable by setting the email report appender attributes in the log4j properties file opinio WEB INF log4j properties log4j properties configuration 179 http www objectplanet com Opinio Invoke the email appender by adding it to the rootLogger attribute at the top of the file log4j rootLogger info R emailReport Uncomment the emailReport attributes Only uncomment the username and password attributes if mail server requires authentication Set the options Set to and from address and mail server log4j appender emailReport From lt from address gt log4j appender emailReport To lt to address gt log4j appender emailReport SMTPHost lt mail server gt Set triggering level The default is ERROR which triggers on error and fatal events Another recommended level is FATAL which only triggers on the critical errors When a triggering event occurs
181. preciation for your participation in our survey all qualifying respondents names wil be entered into the drawing to win an lt b gt Apple Pod Mini lt b gt Here ar erms Cot are January 13th January 29th 2006 One entry allowe d ficense holder Oni completed survey responses are eligible es must be submitted by midnight PST January 29th 2005 Winner will be notified by email on February 3rd 2005 ObjectPianet is the final fon maker MyCompany representatives are not eligible to win Offer void where prohibited w Thank you very much for your participation in our survey we eagerly look forward to your fe k Best of luck in winning the Pod Regards The MyCompany Team Introduction Finish Finish button gt Ne text but gt Click here to begin survey Start button gt When translating it is important to note All texts to be translated are quoted Copy button can be used to copy the original texts into the translation field Html tags from the original text should be left unchanged in the translation to achieve the same look in the translation as in the default language e In text elements from the original question text MUST be left unchanged in the translated text to make the input fields appear in the translated survey Read more about in text elements here In text elements e Survey texts and questions will have the status needs update as long as they are not fully translated
182. question and clicked on the vote button the value selected determines what he she will see next Res Chart with the poll summary See Quick chart edit Thank you note set on the poll texts page ult display method Configure how you want the poll result to be displayed Generate on vote With this option the poll result received from the server after the vote Use this method for Thank you note if it contains piping elements Use this method for poll the chart if you want up to date vote count Page reload With this option the page is submitted the result chart is then calculated and the same page is displayed with the chart Important to note that the result will ONLY be visible if multiple votes are turned off Otherwise the poll questions will be displayed again Pre generate This is perhaps the most elegant solution where the result chart is calculated before the page with the poll is displayed When the vote button is clicked the response data is sent to the Opinio server and the result chart is displayed immediately What happens is actually a JavaScript function call that simply switches the view from the poll form to the poll chart IMPORTANT The result is always one behind i e the vote for the current respondent is not included in the chart because the chart is calculated on the initial page visit The method can be used on high load servers with large number of votes expected Popup window This option will display
183. questions sections have been deleted in the survey The invalid filters will not be visible in the filter list but the condition needs to be re saved with valid filters or deleted from the branching overview page Exclude questions To initially exclude questions click on the Exclude questions link in the Menu box when viewing the branching overview 53 http www objectplanet com Opinio Exclude questions A Customer satisfaction survey 71 Excluded questions Select the questions that you want to be excluded from the survey initially L 1 In which country are you located 2 Which industry are you part of 3 Please indicate the number of employees in 4 How long have you been a MyCompany Inc cu 5 How satisfied are you with MyCompany Inc 6 How satisfied are you with the quality of 7 To what extent did our product meet your sea Sales page break 8 How satisfied are you with the MyCompany L 9 For which MyCompany Inc product does this 10 What was the main reason for choosing MyCo 11 Please name the main features you like abo 12 Please suggest new features you vould like smeanccase page break 13 What type of applications are you using Ea 14 For which internal department s do you de 15 We deploy our applications as 16 How many applications have you developed u 17 How many servers have you deployed EasyCha 18 How many developers a
184. r 6 How satisfied are you with the quality of 7 How satisfied are you with the MyCompany 1 8 For which MyCompany Inc product does this 9 What was the main reason for choosing MyCo 10 Please name the main features you like abo 11 Please suggest new features you would like 1111713333330 12 What type of applications are you using Ea Enter a name heading and description for the report element and the survey questions you want to include Select continue to go to the next page On the next page you select the report types you want to apply to the questions you selected in this element These are Summary report Produces summary statistics for each question in the element Example with a chart 112 http www objectplanet com Opinio Question 26 How mary sites do you monibor 8238688 28 8 _ FE Frequency table i 50 25 71 25 71 2 4 67 15 14 15 14 5 24 101 28 85 12 45 254 of 26 29 26 29 Hot answered 4 ddis Sim 350 100 00 100 d ris Detailed statistics Produces detailed in depth statistics for each question in the element There is a difference in the frequency table when selecting this option As you can see in the picture below the frequency table now includes columns for cumulative values In addition a set of statistical variables is included below the table Example without chart 113 http www objectplanet com Opinio Qu
185. r current location in the system For example it will tell you exactly which folder or sub folder the survey and report you are currently working with You can then click directly on the crumbs items to access one or more levels up 444 Main folder Customer survey 2005 difReports di Summary report gt gt gt Menu All pages in the system have a page specific sub menus When you are viewing folder contents for example you will see that the menu contains links to create new folders import to folder and so on The menu may also contain other useful links to shorten the number of clicks when working with various resources link to survey admin page when editing questions for example http www objectplanet com Opinio e Page title Each page has a page title above the main content box which will describe the purpose of that page Folder content e Main page content The main content box is displaying the actual page content This could be a form for editing a resource or various other information http www objectplanet com Opinio Y CLON Main page content help The help icon at the top right corner of the main content box will link directly to the place in the user documentation describing the current page Guide The guide box on the left side of the screen below the page menu is meant to provide a short description of the current page For more complex resources like surveys the context guide will disp
186. raphics Delete preferredCarType Transportation Delete Re D e m The following actions are available from here e Create new attribute Click on the Add attribute link in the Menu box Description of panel attributes provided below e Move attribute Click on the arrow up or arrow down icon in the Action column of the attributes table You can only move attributes inside the same category The order of the categories can be changes on Edit categories page The attributes will appear in the panelist profile form in the same order they are displayed here Delete attribute Click on the Delete link in the Action column of the attributes table Note After changes to the panel attributes the Create profile form button might appear at the bottom of the screen Profile form must be re created to reflect the panel design changes Click on this button when you are finished updating the panel design Important You can not change existing panel attributes if panelists are already registered This is because panelist answer format depends on the attribute definition If you need to change the attribute delete and recreate it with the correct structure The panelists will then need to answer the question again Panel attribute This section describes the panel attribute screen 148 http www objectplanet com Opinio Add panel attribute New panel attribute y Attribute name Attribute labe Preferred Cat type
187. re developing using E 19 We would use EasyCharts NET deployment if 20 What type of surveys have you conducted 21 How many surveys have you conducted 22 How many authors are using the product 23 How many total respondents have you had 24 I mainly use Network Probe for the followi 25 We have deployed this product on the follo 26 How many sites do you monitor 29 Une manu cihnate da une manita IDODODODODOOD0O NE Select the questions that you want to be excluded from the survey initially Note Since questions on the first section with questions never can be included by a branch condition only questions after the first page break can be excluded initially Piping Piping feature allows to insert replace texts in the survey dynamically while respondent is answering the survey Here is a piping example 54 http www objectplanet com Opinio 1 What color do you like iy do you like Green In the example above the response from question What color do you like is carried out to the next question Why do you like Green In the question design the question look like this Why do you like color Then when respondent answers to the first question the responded value is copied and entered instead of the color tag In the example above only one type of piping Question response is demonstrated Here is the full list of supported piping types e Question response Inserts a respon
188. reate new survey section 3 New section Y ze b i Tit ke O Ti O Ti v Ti t 12 wer Random que on order O Originally all questions are placed on a single survey page Use Split section link to divide the section at the desired position You can specify section title and its look feel for each section Switch the Page break attribute to on if you want to separate the section above the split to be the last section on the page This attribute makes it possible to place more than one logical question group section on a visible survey page You can also select to present the questions in a random order By selecting this option all the questions within the section will appear in a random order the first time the respondent is viewing them In other words the questions will not rotate while the respondent is moving back and forth between survey pages Questions cannot exist outside sections When creating a new section it will start from the question where the Split section link was clicked and include all questions down to the next section or the end of the survey Survey introduction can be separated from the questions by clicking on the Split section link above the first question Note Make sure you check the sections setup before you publish your survey because the question layout may not always be as you intended For example if you have inserted questions in the middle of your survey Text between questions Text can be inserted an
189. rn link e Email body message to be used as email message body in the email containing the survey return link Note that parameter 0 will be replaced with the return link and must not be removed e Save return help message message to be displayed to the respondent on the Save and return page Login texts This section contains buttons and texts that are used in the following situations When the survey is password protected e When the survey is restricted to invited people only and invalid invitee identification is entered e When invalid respondent identification is entered 70 http www objectplanet com Opinio Login buttons and texts Customer satisfaction survey 8 invitee td labe dn invitee key label Ke wor be j espondent id pondent Ticket labe f y bich Log stton text Log Advanced edit Return ticket he 7 ease enter a valid return ticket to continue the survey Advanced edit assword help message This survey is password protected Please enter a valid password to enter the survey Advanced 6411 invitee help message This surve restricted to invited persons onty Please check your emai to see if you have elved an itat Invitee id label label of the invitee identification field The label is used when survey authentication of type Password assigned by invitations is turned on See the section called Security and privacy Invitee key label label of the invitee key field The label is
190. s 16 http www objectplanet com Opinio Exports the survey including the questions in XML format Choose your respective language encoding see language encoding select Include reports and Include response data if required and click Export Important Style sheets CSS and images will not be included in the export since these are simply links to files If there are no customized reports in your survey there is no point in including the standard reports because they will be created if you import the survey The import feature will always create the standard reports if the XML file does not contain any reports By including response data you can easily import the survey with all the responses in another Opinio installation Exporting polls Exporting of polls is similar to exporting of surveys The only difference is that report are always included in the export because poll result chart comes from the reports Copying surveys and polls This functionality provides a way to copy a survey within a survey folder The link is accessible from Action column in the survey list table Enter the in the name of the copy and click the Copy button Copying polls Copying polls is similar to copying of surveys Renaming surveys and polls Rename survey screen is accessible from Action column in the survey list table Survey name is used in the administration screens only It should be descriptive to make it easier to
191. s the Customer satisfaction report 7 She Opinio only Needs verification Delete To fix the invalid filters the user needs to verify view and re save the filter conditions Report settings The report settings screen Report settings di Summary report Response Data Include incomplete responses Vv Security Report results visibility Public Behavior Enable driidowr Cache report results a Recalculation period in minutes Other Description Lists all the questions in the survey and displays summary information for each que nm Text input is not included Save Carce Response data e Include incomplete responses Select this option if you want to include incomplete responses in your report Checked by default Security 132 http www objectplanet com Opinio e Report results visibility There are two options public or private If public is selected everybody will have access to view the report including respondents if they know the url to the report If private is selected only users with access to the report are allowed to view the report NOTE A private report can be added to a public report portal That way the report will be public through the report portal In other words if the report is included on a portal the security settings of the portal will take precedence Behavior Enable drilldowns e Cache report results For surveys with many responses and with a report page at the end of
192. s permission to modify the header footer to be able to make changes 158 http www objectplanet com Opinio CSS files CSS files give the survey authors more control over how survey pages are displayed Resources 77 Common css files 10 v K A Rows Displayed 5 results found displaying 1 to 5 us blueSurvey css Download Delete Es defaultReport css Download Delete tu defaultSurvey css Download Delete Es graySurvey css Download Delete us light_greenSurvey css Download Delete Upload a CSS file To upload a reusable CSS file click on the Upload tab when viewing the list of CSS files either My css files or Common css files Locate the css file that you want to upload by clicking on the Browse button Type in the new name optional and select the list My css files or Common css files to which you want the css file to be uploaded applicable for super users only If a file with the same name already exists in the list you will need to either specify another filename or check the Replace if exists checkbox in this case the existing file will be overwritten AUU HOW Vo ING ta New CSS fie 7 Upload My files O Common files Note The upload file must be a valid CSS file Important Please note that existing surveys using the CSS files that is overwritten will be affected Make sure your modified CSS files is correct before replacing an existing CSS file This is partic
193. se from one of the previous questions Invitee data Inserts an invitee detail e Fixed value Inserts a fixed value Can be used for company name product name etc e Survey URL parameter Inserts a parameter value from survey url See the section called Survey behavior 78 Piping is a way to make a survey dynamic and more personal Important Piping will work only if piping source is set before the piping itself is used For Question response type this means that question where piping comes from MUST be on a separate page before the piping tag When renaming an existing piping the existing occurrences will not be updated This must be done manually Note Most of the text elements in a survey supports piping Small green dots at the top left corner of each field indicates if the field supports piping or not Field that supports piping Field that does not support piping 55 http www objectplanet com Opinio Piping list You can put a piping tag in any fields that support piping If you do not remember the name of the piping element you can request the list of existing piping definitions by entering the piping start characters and wait second The piping list will appear and you can select the desired piping Powered by Company name Product name Respondent name Invitee email The described behavior applies to simple text fields and textareas If you use advanced text editor you need to
194. sion 1 0 plugin testpackage MyPlugin build beta 1 plugin testpackage MyPlugin docs MyPlugin html plugin testpackage MyPlugin depend java 1 4 plugin testpackage MyPlugin depend Opinio major 4 plugin testpackage MyPlugin depend Opinio minor 0 Also in the properties file props you must use the full name of the plugin like this There is sample plugin NewSurveyLogger included in the distribution file that is implemented this way 193
195. sis 118 Invalid element ie ee ai ak i cd 123 Textand labels merten a a dis a a k a ea da as S 123 General TeportLeXts id ie a i as SS a k ate kaa 124 Generalteport labels viciosos e r ease a ss 124 Response value labels ici aa is id 125 Statistics labels i soiin eiee ai k Ba S i a ia EE m parE saws 129 Look A gneiso i si Tek sia greed aus Las ata ses a E EEEE 129 Report Titers sis vas sive ni ls es S aa ES DSS dived o a is a sian deeds 130 Invalid filters Liss s keis Lala a a ie ia a sa it dades 131 Report settings ctrl ui a i Ei i T a i S S i e a i ao a S 132 Raw data ko suk ai J 133 AUto cre ata TODOS tt aaa Usa aa ai tis edhe Via i i ee Adel Ween ad i S Da I P tind EN 137 8 Publish your reports portals Lisu sasas ao e a La ss Report portals viii E de L dia a I ia LA a BA a iia 139 Ansa a as ba sey sg ans Teo a oh ot ate as a Mine Suan a a I a a A 139 Portal ZONES oia Esi ai ai a a aa pi a a ee coal i a il 143 Portal SECULILY Vosacsar Ed is 144 Report portal lt a vai k Ee kas I L i a r a ovens 144 9 Panel Management irsini tais a iais oi si misis re gees mb a o ia a a propinas jsi ios Designing panel cuina pass ienas sias re sa ia a a a a a E p ss Gi va sa i das 146 Panel categories arteria i ii pea a a a i A e ebay a oE E EEEE 146 Panel attributes is cccdsiaveciostiwecesstieengesteeecedste ss aa ss a vous coven i a is a e ss k i ss 147 Profile or ns ss S a d
196. spondent uploads new images e Add image label label for the upload image file field Image name label label for the new image name e Back button text label for the buttons to go back to the Select image page e Upload button text label for the buttons that starts uploading of the new image e Upload denied message message that will be displayed to the respondent if uploading of the new image has failed or is denied Enter image name message message that will be displayed to the respondent if new image name is missing File not found message message that will be displayed to the respondent if new image file was not found Images only message message that will be displayed to the respondent tries to upload and unsupported file format e File too big message message that will be displayed to the respondent if new image size is bigger that the allowed maximum e Upload help message message that will assist the respondent with the image upload feature Save and return texts This section contains buttons and texts that are used when a respondent wants to save his responses to a survey and to come back and continue another time 68 http www objectplanet com Opinio Save amp return labels and texts DF Customer satisfaction survey Save button Label Save or button image a Save return page labels Email label Emai Send button label Send retum link Return link sent message An emai
197. ssion to modify the invitee list to be able to add invitees Export invitees All invitees in the invitee list can be exported to a text file To export the invitees click on the Export link in the Action column in the invitee list table Specify the email address to the person the exported file should be sent and what character s to be used as the delimiter for all invitee attributes NOTE The user needs permission to modify the invitee list to be able to export the invitees Edit invitees To edit the invitees included in invitee list click on the invitee list in the list NOTE The user needs permission to modify the invitee list to be able to edit the invitees Question library By clicking on the Question libraries item in the Menu box or in the resources summary page the user will see a list of all reusable question libraries that the user has access to A Question library is a collection of reusable questions One question library may contain many questions All questions can be edited and deleted and new questions can be added either from within the Resources section or by clicking on the Add to library link when viewing the question list of a survey Create new question library To create a new question library click on the New question library item in the Menu box Type in the name of the question library and click Create Edit question library Editing the questions in a library is similar to editing quest
198. stions selected in the filter are not seen by the respondent Important Only questions on following sections are displayed in the list If no questions are listed in the filter list there are no questions on the following sections Please make sure that there are sections with questions after the section with the current question or delete the condition b If Include branching Depending on the above condition true or false the questions selected in the filter are included and visible to the respondent Important Only questions on following sections that are initially excluded are displayed in the list If no questions are listed in the filter list there are no questions on the following sections that are initially excluded Please make sure that there are sections with excluded questions after the section with the current question or delete the condition See the section called Exclude questions for more information Invalid filters If the condition contains invalid filters the condition needs to be verified If Exclude branching Filters are invalid if they filter out exclude questions before the current question or filter out questions on the same section as the current question If Include branching Filters are invalid if they include questions before the current question or include questions on the same section as the current question The filters may become invalid due to a change of question order or
199. stry are art of nd v Following Section actions are available from this screen Split section Click on Split section link to divide current section in two When you split a section it will start from the question where the Split section link was clicked and include all questions down to the next section or the end of the survey Survey introduction can be separated from the questions by clicking on the Split section link above the first question 44 http www objectplanet com Opinio e Edit section Click on the Edit link in section table to edit section title look and feel and settings e Move section start position up Click on Up arrow icon to move the start of the section one question up Note that Up icon appears only if previous section contains more than one question First section can also contains only survey introduction and Up icon will appear for the second section if first section contains any questions at all e Move section start position down Click on Down arrow icon to move the start of the section one question down Note that Down icon appears only if the section contains more than one question When you click on the Down icon the first question in the section will be moved to the previous section e Delete section Click on the Delete link in section table to delete the section When you delete a section all questions from the section are moved to the previous section You can not delete the first sect
200. survey Designing panel In Opinio each user is assigned a panel New panels contain some default attributes that can be changed or deleted Panel design consists of the following actions 1 Define what information you want to collect from the panelists attributes 2 Define and create panel categories for panelist attributes 3 Create panel attributes and add each of them to a panel category 4 Create Profile form Important It is important to know that you cannot edit existing panel attributes when panelists are registered You can however delete attributes and create new ones Note After each change to the panel design the Create profile form button will appear on the bottom of the screen The profile form must be re created to reflect the panel design changes You do not need to click on this button until you are finished with the panel design Panel categories Panel category is a group of panel attributes Panel categories can be used to gather related panel attributes Click on Edit categories link in the Menu box from the main panel screen The list of existing categories will be displayed 146 http www objectplanet com Opinio The following actions are available from here Rename Rename Rename Rename Rename e Create new category Click on the Add category link in the Menu box and name the new category Add panel category WB New panel category Categor ame e Rename category Click
201. ted header if you want to save it for later use e Footer is displayed under the survey and can be used for company logo or contact information for example Previously created and stored footers can be selected from the list above the Footer field Name the created footer if you want to save it for later use Thank you note will be displayed to the respondent when the survey is completed Note that if survey is configured to redirect to some web page after the last survey page is completed the thank you note will be skipped See the section called Survey behavior 78 for details on redirect Survey buttons C Jav h sre survey buttons P Y Customer satisfa n surve 7 Start button b t ma sa Next button Label Next or button image 5j Back button Finish buttor Labe Firust or button mage Cancel button These are the navigational buttons on the survey form e Start button is the button on the first survey page if there are more than one page in the survey If there are only one page the finish button will be used e Next button used on an intermediate page This is the button to go to the next page if there are more pages after the current page and if the page is not the first page in the survey e Finish button used on the last page of the survey When respondent clicks on the finish button he she will either go to the redirect page or will see the thank you note e Save button is an additional button for s
202. the chart thank you note in a popup window and leave the form embedded in the page unchanged The chart will be updated with the current respondent NOTE that if multiple votes are turned off the respondent who have already voted will be see poll result in the main poll window because we she has already voted 103 http www objectplanet com Opinio Responses and data e Maximum number of votes Poll will be closed for voting if this numbers is reached Poll result will be displayed instead the questions This feature is useful if only a limited number of votes is needed and server database resources are limited Set this to 0 for unlimited votes e Validation Only Client side validation type is supported The validity of response values will be checked verified on the client side in the browser by JavaScript The error messages are displayed in a popup window Responses and data Multiple submissions If you choose no select the method to prevent multiple votes e Yes This means that the respondents may vote as many times as they want e No The respondent is restricted to vote only once If this option is selected also specify how you want Opinio to perform the restriction e Check IP address The respondents IP address will be stored along with the vote When a response is saved the system will check if another response exists for this poll with the same IP address If so the respondent will see the poll result inste
203. the survey if you have set up the survey to forward to the report after respondent has completed recalculating every time would put an enormous load on the server To avoid this you can choose to cache report results This means that instead of recalculating statistics continuously you set a recalculating period For example once an hour This way the report will be fairly updated at all times without bringing your server down Even so we recommend to turn off reporting for respondents if the number of respondents get very high NOTE Free text comments are never cached This means that if the report is available to the respondents you could face serious server problems at high loads Other e Description Description is used in the admin module only and is useful to remember what is included in the report Raw data export settings Each report may be exported to a file containing the raw response data The raw data export will contain response data for all questions included in the report elements If several report elements exist and they are including the same question the response data for the question is included only once in the raw data export All existing filters will be applied to the raw data export just as for the html pdf reports Having exported the raw data based on the raw data export settings the exported file can again be imported into an external statistical software package e g SPSS 133 http www object
204. the survey contains Number of translations number of languages the survey is translated to Does not include the default language See the section called Translations e Maximum number of responses number of respondents that can answer the survey When this number is reached the survey will be closed and no more respondents will answer the survey See the section called Survey behavior e Survey authentication currently used authentication method for the survey See the section called Security and privacy Allow multiple submissions method used to prevent respondents from multiple survey submissions if any See the section called Survey behavior e Anonymity of respondents in invitations currently used level of anonymity for invitations See the section called Security and privacy and invitations Questions Creating questions To access this feature click on questions in the menu box Start creating question by entering question text You can use Advanced edit mode if you need more control over question look and feel Question text is required 21 http www objectplanet com Opinio Edit question Advarced edit Rating ue la I Laximum valje lai Far enc ky S v Validat Vabdation message M Open ended question sT La ybe Alou Mage O A Advanced setti tat n bie O yest lElY Arr gt y v Move to DO ext e y Select question type by clicking
205. tings Version and edition Version Edition Internationalization Default language Character encoding Mail and cache Main mall server smtp Alternative mail server smtp Email from name Email from address Cache size in MB Security If a user doesn t have access to a survey folder Error handling Error visibility in survey module Send errors to email Maximum store attempts Other System base url Preferred IP address Database information Database product name Database product version JOBC driver name JOBC driver version Database URL Java information Java version Java vendor Version and edition 6 0 beta 2 Enterprise English 150 8859 1 support objectplanet com User name Not specified Password Not specified Not specified User name Not specified Password Not specified Not specified Not specified 20 Show survey folder name as text Don t show error messages log file orty Not specified 5 Not specified Not specified MySQL 3 23 52 nt MySQL AB JDBC Driver mysq connector java 3 0 16 ga Date 2004 09 30 07 35 03 SRevision 1 27 2 44 jdbc mysal focalhost 3306 opinio 1 4 2_10 Sun Microsystems Inc Version Lite Corporate Enterprise Edition The edition is determined by the license installed Lite Corporate Enterprise Internationalization 169 http www objectplanet com Opinio e Default language The d
206. tionNo HashMap resources should return a descriptive name of the plugin function The name will appear in the Menu box as link label public String getFunctionLabel int functionNo HashMap resources switch functionNo case 1 return Recognize address case 2 return Recognize name return Unsupported function function The name will appear in the Menu box as link label Function security Plugin is self responsible for permission checks This can be done by implementing method hasFunctionAccess long 189 http www objectplanet com Opinio userId int functionNo HashMap resources Function html Gets the HTML code for plugin function The code must include all HTML needed between the form tags Here is example plugin with two function When the user enters the values and clicks the submit button must also be public String getFunctionHTML int functionNo HashMap resources StringBuffer pluginFunctionHTML new StringBuffer switch functionNo case 1 pluginFunctionHTML a pluginFunctionHTIML append pluginFunctionHTML append pluginFunctionHTIML append pluginFunctionHTML append pluginFunctionHTML append pluginFunctionHTML append pluginFunctionHTIML append pluginFunctionHTML append pluginFunctionHTML append pluginFunctionHTML append lt break case 2 pluginFunctionH pluginFunctionH pluginFunctionH pluginFunctionH pluginFunctionH pluginFunctionH pluginFunctio
207. to create new surveys in the specified folder e Cl Permission to create new libraries in the question library folder e UGA User group administrator Permissions are additive This means that when setting permissions for a user it is added to existing permissions for this user Adding permissions is done through a wizard of 2 or more screens 176 http www objectplanet com Opinio CE v 13 x 4 Bice a O ae O E cre 2 cre y 3 The steps are 1 Select the user s to which you are adding the permission If you are viewing details on a user and click on add permission If you are viewing the user list you can select one or more users and click continue 2 Select the resource type you want to apply the permission to Click on continue 3 Select the permission type s to add for the user s resources Click on save Performance hints Many factors determines the scalability and performance of Opinio Some of these issues requires understanding of 177 http www objectplanet com Opinio the underlying database structure Remember that the performance of the application is not better than the weakest link In other words the weakest item of one of the below e The server hardware This seems very obvious but it cannot be stressed enough If you have very high loads on your surveys you may need to upgrade your server Opinio is disk intensive because it needs to store responses consta
208. tom Allows for any type of input in each cell This type of association does not impose a strong relation between the cells other than a common background color if selected and a heading Editing of matrix cells Edit matrix screen look like this Matrix y 1 4 5 j abc abc abc abc abc ab AM Resize Li bol ie e ie e e e ae ml Giegie le ele li hl Gi ie ie ieie mid o7 s l 1GI1G1 G16 16 Ix 2 Ox OX OX OX GK OX OXO 7 7 7 7 Cell groups Eg Add cell group Main cell group e choice per row rating 2 2 7 5 Delete Changing matrix size You can at any time increase descrease number for columns and rows in the matrix e Delete row by clicking on the red cross icon for that row e Delete column by clicking on the red cross icon for that column Insert row by clicking on the green plus icon The row will be inserted before the row where you clicked on the icon Insert column by clicking on the green plus icon The column will be inserted before the row where you clicked on the icon e User resize matrix feature Set number of columns and rows you want and click on the Ok button New rows 32 http www objectplanet com Opinio columns will be added and existing columns and rows will be deleted from the end of the matrix to match the requested size Moving a cell You can move position of the cell by one cell Hold the mouse over the cell a couple of seconds and a little move cell window w
209. tp www objectplanet com Opinio Chapter 10 Reusable resources Reusable resources are items such as drop down lists headers footers etc which can be created and stored for later reuse by users with permission to the resource Accessing Resources from the main menu gives you the reusable resources listed above Dropdown lists By clicking on the Dropdowns item in the Menu box or in the resources summary page the user will see a list of all reusable dropdown lists that the user has access to Create new dropdown list To create a new reusable dropdown list the user can click on the New dropdown item in the Menu box it is also possible to add dropdown lists to the reusable resources while editing a question in a survey Edit dropdown list To edit a reusable dropdown list click on the dropdown in the list NOTE The user needs permission to modify the dropdown list See the section dropdown list question for more details on this type of lists in general Important The user needs permission to modify the dropdown list to be able to make changes invitee lists By clicking on the Invitee lists item in the Menu box or in the resources summary page the user will see a list of all reusable invitee lists that the user has access to Create new invitee list To create a new reusable invitee list click on the New invitee list item in the Menu box Type in the name of the invitee list and click Create
210. trieve a question from a library Depending on where you come from to this screen you will either insert a new question or replace an existing question in the current question 47 http www objectplanet com Opinio I Copy question from library a K ap als 2 Rows Displayed r library company profile related questions Select question library from the list You will be forwarded to a screen where you can select questions that you want to copy If you want to copy multiple questions click on the Select link to mark the desired questions Click on the Copy selected button to perform the copy to survey operation If you want to copy only one question click on the Copy this link and the question will be copied immediately and the window is closed Branching The branching functionality is accessed by clicking on Branching in the Menu box when looking at the question list for the survey Branching overview Depending on the branching type set for the survey branching can be used to filter out or skip irrelevant questions but also include questions that initially have been excluded The branching overview page displays all questions in the survey with the corresponding branching conditions It gives the survey author an overview of which questions that are excluded included by each conditions 48 http www objectplanet com Opinio A Customer satisfaction survey 7 Filters Questions and conditions
211. ttp www objectplanet com Opinio WSC HSIS sieeve Pe e eta ea a te E ae ceed 174 WSCL STOUPS aida dida dioses 175 PerfmiSSIONS Ls 8359 sedate aaa a aa A A L a 3 9 ened 175 ta a silla be wean salia 176 Performance Hints Atis kia kasines be ass so Ree ves as ais as i Ribas tog a a Aa a ae 177 The Opio log Tes sr siai secant see eta tiesa pated tis oases potas riadas price 179 Application maintenance 20 2 0 179 System and data integration iai as s is ks se misis koi a i iai is aa i sek oles spas ista i dodo sed 179 Email report appender LL kas ienas asi ios a i sa e ia eos is elt a a a E a ias ia lenin es 179 o e T Color CODES PS RE EEE E se eeu by od suaes vosedeton Music EEE vonserpuuadeaepeN E 181 o 182 Language encoding i i kasus cai tati a dled ssenthac denn vageoceueasensaueudai das poeta cads 183 Translate Opinio sii aa siai a e rd o S a ase A ate Aad 183 Create yout OW PIU GIN L wisi caused one aa us ps i aa So sam EE as OTER ARSE EASE 184 Introduction to plugins uta is ds 184 Plugin architecturen sespersona ios i a S sas aros cateo bas E a S i P 185 Phe vent DUS cripta ba g k a i sa Tok o ais ser sa oder E is 186 A oss hoses vai seas sa Las Aa E sound ds ena sk sa e ss a E EEE died S i o a is a as das 187 Plugin MUNCHONS cortesia Gels Ga ja a a a a Salia Ga sa E a i dois 188 Plugin Interfaces taiki sis i si aa ii Ei i T a i S SI ri a i a a aE apy 191 Plugin scre
212. u can see a link to the survey which is different for each interviewer Copy the link and give it to the interviewer He she MUST use this link when he she conducts telephone interviews With this link the interviewer can respond to the surveys multiple times and his hers email will be stored along with the respondent answers as a respondent attribute Interviewer 95 http www objectplanet com Opinio Chapter 5 Design a poll A poll is a simple survey usually embedded as an integral part of a web page It is normally one question like a multiple choice question with a button to send the response Then after answering this question the respondent can view an instant chart of the poll results either in a popup window or a chart embedded in the page Opinio provides all this functionality and more With Opinio you can even create advanced polls with any question type like a rating text fields matrix etc All question types available in a normal survey is also available in a poll This is because a poll is actually a survey in Opinio Technically they are almost the same the only difference is that a poll is displayed as an integral part of a web page while a Survey is a web page or multiple pages in its own right The limitation for a poll is usually screen space Often the poll author is limited to a simple question type to make it fit into another web page Note If you are editing a poll and the poll is already pub
213. u may also access individual results Text in multiple other fields If you have included a text field for other in multiple choice this option will list all the comments entered by the respondents for this field In text field texts Check this option to show comment listing for in text fields of type text Text in matrix cells Select option type if you want to list all the comments in the matrix cells of type text Chart types e Piechart Display summaries for each question or in text field or matrix cell if it applies as a piechart It may look like this Question 26 How many Gites de you Mana Di1 D 2 4 DS 24 O 25 Horizontal barchart Display summaries for each question or in text field or matrix cell if it applies as a horizontal barchart It may look like this 116 http www objectplanet com Opinio Question 26 How many sites do you monitor 40 50 60 r B 50 11 Vertical barchart Display summaries for each question or in text field or matrix cell if it applies as a vertical barchart It may look like this Question 26 How many sites de you monitor E 8589832238382 a a 117 http www objectplanet com Opinio Vertical barchart with bars behind Display summaries for each question or in text field or matrix cell if it applies as a vertical barchart with bars behind It may look like this O Dont like 1 m2 o3 D4 O Like t 5 Red Gre
214. ue heading max length For a multiple choice question with multiple selections turned on and value of the multiple choice is selected to be used for the heading this attribute is used to set the max length of the value heading if the original text value of a multiple choice is too long to be used for the column heading Delimiters e Data delimiter The delimiter used to separate the different data columns e Respondent delimiter The delimiter can be set to new line used to separate the respondents Delimiters Texts Enclose text in If texts are included this character s is used to enclose all texts If enclosing character s found in text If the character s used for enclosing texts is found in the text itself use this character s instead Texts Example 7 1 Raw data export output 136 http www objectplanet com Opinio RespondentId StartDate Comp etedDate LanguageCode Questioni Question2 Question3 Question4 Questions Question6 Question7 Quest 27357 2006 11 27 27359 2006 11 27 27360 2006 11 27 27361 2006 11 27 27362 2006 11 27 27363 2006 11 27 27364 2006 11 27 27365 2006 11 27 27366 2006 11 27 27367 2006 11 27 27368 2006 11 27 27369 2006 11 27 27370 2006 11 27 27371 2006 11 27 27372 2006 11 27 27373 2006 11 27 27374 2006 11 27 27375 2006 11 27 27376 2006 11 27 27377 2006 11 27 27378 2006 11 27 27379 2006 11 27 27380 2006 11 27 27381 2006 11 27 27382
215. ularly true for CSS files in the common list 159 http www objectplanet com Opinio Edit a CSS file To edit a reusable CSS file click on the CSS file in the list only super users can edit files in the Common css files list Edit CSS file us defauitSurvey css 71 HTML A j BODY ckground FESESES lor 000000 wiyt f arr r j TD addin h pes yp r 1 ntain is tat TABL soe rder 456 11 ding OF kground SEFFFFF 1 n Op irem bottom Or v Download a CSS file A CSS file can be downloaded to disk by clicking on the download link in the Action column Downloading a CSS file is useful if you want to use another CSS editor to edit your CSS files or if you want to use the same CSS file within another installation of Opinio Images Images can be used in various places when designing a survey i e for buttons in a survey and for images included in a question 160 http www objectplanet com Opinio Resources My images a K gt Rows Displayed 2 results found displaying 1 to 2 O sal rr yImagel jpg Download Delete O Sa mylmage2 jpg Download Delete Current preview Not available Upload an image file To upload a reusable image file click on the Upload tab when viewing the list of images either My images or Common images Locate the image file that you want to upload by clicking on the Browse button Type in the new name optional and select the list
216. ur uploaded files are User preferences User preferences are settings to control the behavior of the user interface User preferences By admin 77 Confirmation messages and warnings ow warning popups nformati popup S RE how changes saved confirmation e Show warning pop ups Many screens in the system shows a warning before an action is executed It is not recommended to turn this feature off unless you know the system really well For instance when you start to edit a survey a message is displayed to warn you that the survey will be locked and that respondents will not be able to respond e Show information pop ups Many screens in the system show a pop up before an action is executed For example when creating a filtered report the system displays a warning that this might take some time due to the resources needed Sometimes it is very helpful to know this especially for new users but if you know them all you might want to disable this to reduce the number of clicks needed while using the system e Show changes saved confirmation When saving values in a form you can set the behavior of confirmation messages e No Do not show confirmation messages e On confirmation page Show the save confirmation on a separate page with an OK button to go to the next screen In embedded confirmation box Will show the confirmation in the next page that is being displayed as a box above the main content Permissions This
217. urvey 7 Select the branching type for this survey Branching type Oe xClude branching O Include branching Exclude branching Branching type where all questions are initially included in the survey and where questions are filtered out excluded depending on the conditions true or false This is the default branching type Include branching Branching type where questions can be initially excluded from the survey and where excluded questions are included in the survey depending on the conditions true or false Branching condition The condition screen is divided into 3 parts 51 http www objectplanet com Opinio 1 New condition Ay Customer satisfaction survey 77 ition name r nei 4 How long have you been a MyCompany Inc customer 6 months 12 months OD 2 years CJ 5 years Js ears Respondent must select O at least one Oal O None Filter Er 5 a J y 3 J a 7 n y j 5 o daga The condition name Give the condition a name The name is not visible to respondents but is used to identify the condition in the branching overview screen The condition Based on the question type rating multiple choice etc the condition evaluates to true or false If the respondent selects the same values for this question as defined in this condition it will trigger and the filter is applied For some of the question types there are options on how to evaluate the input mo
218. urveys with the Save and return feature turned on Respondent can save the unfinished survey and come back to continue later Email with the return link will be sent to the respondent Texts used in the Save and return page can be customized in the section called Save and return texts e Back button is an additional button for surveys with the Back and forward feature turned on Respondent can go back and forward in the survey and change the answers 65 http www objectplanet com Opinio You can choose either text or an image for your navigation links Button label Type in whatever you want to name the navigational buttons Image Press the image link and select or upload for the image you want to use for the button See the section called Images Survey upload texts Survey upload texts amp labels 17 Customer satisfaction survey 9g Select image texts Your images label Select button text Add button text Add image Jose button text lose advanced edit Select help message Select one of your images and click on the Select button to add it to your answer Upload image texts Upload image label Upload image Add image label Image to upload Image name label Image name Back button text Back Upload button text Upload Unable to upload images ter image name File not found message Fie to upload not found Images only message Only images ate allowed File too big message The selected
219. ustom lt lt Previous Save Cancel Next gt gt Multiple question Response value customized labels A summary report Question number 29 Question is of type Multiple choice Multiple choice labels Default Choices Custom lt lt Previous Save Cancel Next gt gt Numeric question Response value customized labels 8 summary report Question number B Question is of type Numeric Numeric labels Default Intervals Custom Custom intervals 2 E 2 2 2 lt lt Previous Save Cancel Dropdown question 127 http www objectplanet com Opinio Response value customized labels BB Summary report Question number 1 Question is of type Dropdown Dropdown labels Default Items Custom Save Cancel Next gt gt Matrix question Response value customized labels 8 Summary report Question number 7 Question i of type Matrix Matrix group labels Default Main cel group Custom lt lt Previous Save Cancel Next gt gt Question with in text fields Response value customized labels 8 Summary report Question number 34 Question ts of type No type In text element labels Element name name Element type Text Default label Text input Custom label Element name emai Element type Text Default label Text input Custom label lt lt Previous Save Cancel 128 http www objectplanet com Opinio Statistics labels The statistical labels are labels used
220. ute attributes are custom data Fixed value piping Fixed value piping is useful when you want to use a variable for all text occurrences through out a survey It can be 60 http www objectplanet com Opinio used for company name product name and any other value that is known to you You can for example create a survey with fixed value piping as product name and then use this survey as a template for other products The only thing you will need to change is the piping value Survey URL parameter piping Survey can take parameters from the survey link See the section called Survey behavior 78 The parameter values will then be set as respondent attributes and may optionally be saved This piping type allows you to retrieve the value from respondent attribute for the specified attribute parameter name Note that respondent attributes can also be set from plugins Important Enter parameter name without opdata_ but only the attribute name itself Survey preview Survey preview is available from almost any screen during survey creation Note that when you preview a survey you bypass the survey security and open close dates You can see the survey as the respondent would and have access to the same navigation features Also note that if the current screen changes are not yet saved they will not be reflected on the survey preview Survey look and feel Survey look and feel pages include survey layout style texts
221. very page v Multiple submissions Allow multiple submissior No v he type ge tart and completion revent W cookies FT 1P addr ch Invitat Email From Name From Email Multilingual rvey u Engkst v Lan ge switch type URL v integratior Redirect to address after last survey page v Custom survey id optional Save url parameter No v y e Navigation Enable save and return Select this option if you want respondents to be able to save the survey and come back to finish it later e Enable back button Select this option if you want respondents to be able to go back and forward in the survey Navigation Responses and data e Maximum number of responses Survey will be shown as closed if it is accessed after the maximum numbers of responses is reached This feature is useful if only a limited number of responses is needed and server database resources are limited Set this to O for unlimited responses Maximum upload size Set the max allowed size per image for images uploaded by respondents This is applicable only if the upload feature is enabled in the question screen See open ended question 76 http www objectplanet com Opinio Save responses ON Completion Saves the survey response when the respondent has finished the survey This will often cause less strain on the database server because the system does not have to make a new database connection between every survey page The disadvantage is that the parti
222. w a Multiple choice options are all one and none all means that the respondent must select at least all the options selected in this condition one means that the respondent must select at least one of the options in the condition none means that the condition will be true if the respondent selects none of the options selected in the condition Important Using the all option for multiple choice requires some thought If you select more than one choice then you must make sure the respondent has the possibility to select more than one choice in the question b Matrix The options are exactly the same as for Multiple choice Important Using the all option for matrix you should not select more than one option per row because the respondent does not have the option of selecting more than one unless the matrix question is of type select any cell c Rating The options are one and none These options mean the same as for the respective multiple choice condition options all is not relevant because it is not possible to select more than one value in a 52 http www objectplanet com Opinio rating question Note For the current version of Opinio conditions cannot be set for In text elements and Matrix questions Questions of this type can be filtered out by conditions set for other questions The filter a If Exclude branching Depending on the above condition true or false the que
223. window This link opens the panel portal in a new window lt a href PANEL_PORTAL_URL amp action viewNewPanelist target blank gt Join the panel lt a gt This link opens the New panelist screen in the same window This link opens the panel portal in a new window Integrated new panelist screen The integration can be done with the custom New panelist form that sends the entered credentials to the panel portal lt form action PANEL PORTAL URL action newPanelist method POST gt lt table gt lt tr gt lt td gt Your name lt td gt lt td gt lt input type text name name gt lt td gt lt tr gt lt tr gt lt td gt Email lt td gt lt td gt lt input type text name email gt lt td gt lt tr gt lt tr gt lt td gt Password lt td gt lt td gt lt input type password name password gt lt td gt lt tr gt lt tr gt lt td gt Confirm password lt td gt lt td gt lt input type password name confirmedPassword gt lt td gt lt tr gt lt tr gt lt td gt lt td gt 152 http www objectplanet com Opinio lt td gt lt input type submit value 0k gt lt td gt lt tr gt lt table gt lt form gt You can change the look and feel of the form as you like making it integrated to your web page When panelist enters the information he she will be redirected to the panel portal Panelist administration The list of all registered panelists can
224. xt heading and the in text name Multiple choice multiple selections For a multiple choice question with multiple selections turned on this attribute decide whether it is the value or the index of the choice that should be used for the heading Multiple choice For a multiple question with multiple selections turned on this column heading is combined with the question heading and the choice index The user may select to use the value of the choice as the heading see the section Multiple choice multiple selections If that s the case changing this column heading has no effect on the raw data export Multiple other For a multiple choice question with other field as the last choice this column heading is combined with the multiple choice heading or the multiple option value Matrix row For a matrix question this column heading is combined with the question heading Depending on the type of matrix group this heading may also be combined with the matrix group name and or the heading for a matrix column 135 http www objectplanet com Opinio Matrix col For a matrix question this column heading is combined with the question heading Depending on the type of matrix group this heading can also be combined with the matrix group name and or the heading for a matrix row e Free text For a question with free text input an open ended question this column heading is combined with the question heading e Val
225. y if it is starts at the first or second row in the matrix e Background color Set the background color of your cell group Every cell in the cell group will get that color The color is shown both on the matrix setup page and on the survey form NOTE cell background color overrides cell group color e Validation Depending on the type of group validation may be possible If you have chosen select any cell for example you can require the respondents to choose at least 3 but at most 5 selections e Validation message Enter the message shown to the respondent if the requirements are not met the respondent needs to correct the responses Important When you create a new group or change the existing group type some of the cell types in the group might change to match the group type For example if you change group type from Rating to Intersection all rating buttons will be replaced with checkboxes Tip For better control of the space between the labels you can use html code for space gt amp nbsp E g In a label write amp nbspTEXT amp nbsp nbsp non breaking space Repeat this code if you need more spaces amp nbsp amp nbsp amp nbsp The reason you must use this code is that browsers will ignore more than one space This space code will force more spaces For more tips on HTML see HTML hints Another way to control this is through CSS files See the section called Survey look and feel Example 3 5 Cell group
226. y information and can easily be copied and sent using copy paste to the translator by other means The translator will get access to a restricted area authenticated with a key contained in the URL The language code and key included in the translator URL will be different for each language This makes it impossible to guess the URL it must be assigned and given to the translators It is possible to change the language of a translation and the translator associated with it at any time 80 http www objectplanet com Opinio A translation can be deleted by clicking on the delete link located in the Action column on the translations list screen The Set all up to date button is useful in situations where translations are completed and small changes are made to the survey A change in the survey will set the translations status to needs update but in some cases you do not wish to re translate due to a small change As long as all fields are non empty the translation is set to up to date Add language The language settings screen appears when adding or editing a language Concet A language must be set for each translation and there cannot be more than one translation with the same language The language is a combination of language and country locale if language differences are essential The language can be changed at any time as long as it is changed into a language not already in use A translator can be associated with t
227. y large accounts de Employee satisfaction reports Administration dy Customer satisfaction new accounts lt fy del Employee satisfaction reports Management dij Customer satisfaction old accounts gt 1y dhl Employee Satisfaction H AR cy Employee Satisfaction Males dl Employee Satisfaction entire company Powered by Opinio Steps to create a report portal 1 Click on report portals in the main menu 2 Click Create Report Portal in the menu box on the left side of the screen 139 http www objectplanet com Opinio Give the portal a name This is the name used to identify the portal in your portal list The name will not be displayed in the portal Then click create Create Report Portal The portal is created and appears in the portal list To start working with this portal click on the portal in the list You will see the portal detail screen below This screen shows you the URL of the portal that you give to the people you want to have access to it It also shows a preview of the portal template Report Portal details P Demo portal 8 Report Portai URL http tpc 3080 opinio rptp domp 5901 Click Edit report portal in the menu box 140 http www objectplanet com Opinio Edit Report Portal gt Demo portal Y Report portal heading My hrst report portal Report portal template defaut blue 6 ie O 6 Save Cancel This screen allows you to set the portal heading seen on
228. years 26 100 4 5 4 1 64 40 4 6 6 6 6 0pinio 1 1 15 8 en Reunion Medical 1 2 years 1001 5000 2 5 2 123456 6 6 6 6 0pinio 1 1 1 1 1 1 1 1 1 2 0 1 3 0 pi 3 ey 2 4 1 27387 2006 11 27 27388 2006 11 27 27389 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 15 8 2006 11 27 Auto creating reports For complex surveys it is sometimes desirable to have different reports for different groups of respondents Let s say that your survey contains the following question 3 How long have you been using the product 3 How long have you been using the product The default reports Summary report and Comment report will include all responses That means that all customers who used the product will be included in the same report regardless how long they have been using it To separate the responses and to get reports for each answer alternative you can use the Auto create reports feature The result will then be 6 new reports one for each item in that selection All of the auto generated reports 15 8 en Puerto Rico Non profit lt 6 months 1 5 0 0 0 hey 1 1 1 1 0pinio 1 1 15 8 en East Timor Financial Services 6 12 months 6 10 1 1 1 this is ar 15 8 en Northern Mariana Islands Software Vendor lt 6 months 1 5 2 2 2 hey 3 3 will have the same structure but different report filters To use this feature go to Reports and data from main survey screen and click on the Auto create reports in the
229. you want to name the Vote button e Image Press the image link and select or upload for the image you want to use for the button See the section called Images Quick question text edit for polls This feature is similar to survey quick question text edit Refer to section Survey quick question text edit Quick poll chart edit This section gives you quick access to the poll chart design NOTE that all of the attributes on this page can also be edited from report screen Poll report see chart attributes and report texts e Chart heading is the same as report heading and is the title displayed over the poll chart e Chart type See Report chart types e Chart width is the width in pixels of the produced chart image e Chart height is the height in pixels of the produced chart image Custom question numbers Poll custom question numbers are similar to survey question numbers Refer to section Survey custom question numbers Poll setup Poll setup is available in the Menu box on poll administration page Poll behavior 102 http www objectplanet com Opinio Poll behavior 5 New features poll ance Poll ult Result v sult display mett t v Respi i mi t Maximum number of votes U Validation Jent side Javascript Multiple submissions Allow multiple submissic No v a t with ok te C P addre e Multilingua Poll language Enolict v Poll result Result type When the respondent has answered the
230. ystem Color codes It s pretty easy to understand the word color codes but those hex codes are rather strange Here s a quick explanation The three primary colors are red blue and yellow They re called the primary colors because there are no two lesser colors that make them up Purple is not a primary color because it can be created through combining equal parts of blue and red In the world of mechanical things that make color like a television or a computer screen color is created through the mixing of three basic colors to make other colors It s a process known as additive color You would think that the TVs and computer monitors of the world would simply use the three primary color to start with but nothing in life can just be that easy The three colors used to start additive color mixing are red green and blue Why you ask Because by starting with one composite color green you can still create yellow because it s contained in the green In addition now you are actually starting with four colors red green blue and yellow Stay with me here To go on I need to explain a second process of working with colors subtractive color Subtractive color is the concept of combining colors to make another like mixing red and blue paint to get purple That may sounds like additive color but in reality colors are made by subtracting a hue out of the color scheme by adding more of another Adding more white to black makes it
231. ywhere in the survey between questions before and after section headings etc and they can be edited and deleted When deleting questions or sections adjacent texts are concatenated because there can only be one text between two questions or between a question and a section heading Text items stay in the same position when a question is moved If a question is moved to a different section the text before and after is concatenated Texts cannot be moved around in the survey must be deleted and inserted elsewhere 46 http www objectplanet com Opinio Create section text Advanced edit Add question to library This screen allows you to navigate to a question library and add the selected question to the library at the desired position Add current question to hbrary E K E E Rows Displayed E my library Add here ompa ny profile related questions Ada here Add bo mew bbrary Llos e e Add to new library Use Add to new library button if you want to create a new library and add the question to 1t You will be asked to enter the new library name e Add to existing library Select one of the existing libraries form the list Use Add here link to the right of the library name to add question at the end of the library Or click on the selected library and you will be forwarded to a screen where you can select position in the library for the new question Copy question from library This feature allow you re

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