Home

Interviewer Server Administration User's Guide

1. 121 IBM SPSS Data Collection Interviewer Server Administration User s Guide Activity Identifies the activity Feature Identifies the corresponding activity feature Activity Feature Roles Action Author CanManageContext SurveyCreator Translator ProjectManager Remove Author CanManageLanguage Translator Analyst ProjectManager Remove Roles Specifies users or roles for the activity feature Users and roles are separated via semicolons Action Specifies whether to Add or Remove the defined activity features for the specified users and roles Configure the spreadsheet to define the custom access levels for any user created users or roles Note Running InitializeRoleBase mrs with the predefined JnitializeRoleBase xls spreadsheet will restore the default activity feature permissions for the existing Data Collection roles For more information see the topic Assigning users or roles to activity features on p 113 Assigning users or roles to features Do one of the following Either In the left tree click Users under the appropriate customer account to assign users to Features or Roles under the appropriate customer account to assign all members of a role to Features If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page Select the users or roles that you w
2. The following css example sets different colors adds a css3 transition effect for the menu items based on whether they are active or inactive and adds a rounded border to active top level menu items Menus FOR IR KR TR TK TR KR TOR IK k k k TOK KK k k k AK General menu item properties clActiveMenuItemOff clActiveMenuItemOn clInactiveMenultem position absolute margin 0 padding 0 3px font family helvetica tahoma arial font weight cursor hand font weight bold Active MAIN menu item clActiveMenuItemBorder0 clActiveMenuItemOn background color 666 o0pacity 1 background repeat repeat x border 1lpx solid black moz border radius 5px webkit border radius 5px border radius 5px moz transition all 3s ease in out webkit transition all 3s ease in out transition all 3s ease in out Inactive MAIN menu item clActiveMenuItemBorderO clActiveMenuItemoff oCMenu_mnuExitToLogin img oCMenu_mnuRefresh input visibility hidden Submenu container clActiveMenulItemBorderl background color 888 border 333 moz box shadow 2px 2px 5px 000 webkit box shadow 2px 2px 5px 000 all submenu items clActiveMenuItemBorderl clActiveMenuItemOn clActiveMenuItemBorderl clActiveMenuItemoOff border 1px solid 888 submenu non selected items clActiveMenuItemBorderl clActiveMenuItemOff background color 888 moz transition background color 3s ease in out
3. nanana 43 Logging in as a different user 0 000 ccc teeta 43 Concurrent Usage report nsanu nananana aane 44 Web Explorer sina mas reies Tenma aa S ia Bd PE tie dee E ha a EES E A 44 Edit FeO JOG asariari aaea ia aaa ances Aea ai a RE hs A AnA AE EAA Du ee eda alse 45 Starting Edit Project nnna nuana auaa 46 Changing Project Details 00 0 ccna 46 Changing Permissions 0 00 c cece cette eee teen eee 46 Changing Connection Properties 00 00 cece eee eee ee 47 Working with Project Properties 0 0 0 0 cece eee ttt 49 Adding Project Properties 00 0 49 Deleting Project Properties 0 0 0 cece teeta 50 Changing Project Properties 0 0 ccc ccc teeta 50 Importing Properties from Another Project 0 00 cece eee eee eee eee 51 Project PrOpPeMtleS o sejana ge otraa dt hee Susana eee dd eed acaba Gino dale alee i and 51 User Administration 0 0 00 eee eee ee eee eens 56 Starting User Administration 0 0 000 cece eee 61 Adding customer accounts 00 c cece eects 62 Editing customer accounts 0 0 eee ence n tenes 71 Removing customer accounts 0 0 6 ccc eee nee eee nee eens 71 Adding users een eee nen tenn e nananana 71 Removing USErS 1 2 ene a Ea a ia a al iaa E a i Ari 75 AGING TONES maiii aia da aai eaa aaaea aai a ata aiao aan Eaa a ai aa ana aaa oa de aaa eaii 75 Removing r
4. tea BARBARA Meta Data Type SPSS MR Metadata Document Meta Data Location lt InterviewMasterFolder TEAWTEA mdd Meta Data ReadVVrite Readrite Case Data Type mrRdbDsc2 Case Data Location Provider SQ LOLEDB 1 Persist Security Info False Integrated Security SSF Case Data Project TEA To Change the Connection Properties Select the Connection tab In the top right corner click Edit This opens the Connection tab in the Data Link Properties dialog box For more information see the topic Data Link Properties Dialog Box Connection Tab on p 23 48 Chapter 7 Z Data Link Properties Web Page Dialog Data Collection Metadata Document bal lt UserF older gt Projects TEA TEA mdd Vv gt From the Metadata Type drop down list select the type of metadata you want to use for the project gt Enter the Metadata Location by clicking Browse and selecting the metadata file in the Select dialog box If you cannot see the file you want to use you may need to upload it first You can do this using the Upload button in the top left corner gt Ifyou are using an mdd file and want to change the default language or user context click Edit MDM Properties and then select the required options For more information see the topic Data Link Properties MDM Properties on p 27 Note that the MDM Properties dialog box enables you to select the version or versions to use However if there is more than one ve
5. 89 IBM SPSS Data Collection Interviewer Server Administration User s Guide Adding properties to user property groups Figure 1 23 Edit user properties icon T Figure 1 24 Add property group icon User properties have the following components m A name that is used internally by IBM SPSS Data Collection Interviewer Server Administration and IBM SPSS Data Collection Interviewer Server activities A description that is used in screens and dialog boxes displayed by activities A data type This is either Bool for a boolean true false property or Category for a single text value or list of values A selection type that specifies how many values the property may have A list of possible values A default value This may be one of the values you define when you create the property or the special Matches Any setting Use Matches Any when you do not want to choose any of the predefined values as the default This default applies across all projects that an interviewer works on Interviewer qualifications There are two types of interviewer qualification those that are linked to a queue and those that are not Qualifications related to queues must be called HandleQueue_QueueName for example HandleQueue_REFUSED for interviewers who are skilled at persuading respondents who have refused to be interviewed to reconsider their decision Interviewer qualifications that are not linked to queues are typically rela
6. Locking a project Select the project in the project list gt Click the Lock Project icon Unlocking a project Select the project in the Interviewer Server Administration project list gt Click the Unlock Project icon Unlocking other people s projects Some users usually managers have permission to unlock other people s projects If you unlock a project that is locked by another user any project files in the shared folder become available to other users Files that the user has in his her user folder remain there and do not become available to other users If these files have been changed more recently than the files in the shared folder then there is the possibility that whoever works on the project next will be using out of date files Here is a very simple example that clearly illustrates why project locking is so important and why you should not unlock other users projects unless it is really necessary m Ben creates a new project and uses Build to build the questionnaire IBM SPSS Data Collection Interviewer Server Administration locks the project as soon as Ben uses Build Ben knows that it will take a few days to complete the questionnaire so he decides to check his files in at the end of each day but to leave the project locked until he has completed the questionnaire Michael unlocks Ben s project and opens it in Build He makes some changes to the questionnaire checks in the files and unlocks the project
7. USSL NANG ees mes ppmadmin DPMAdmins SPSS DDTestUser Remove SPSS mrpdtest Remove useri Remove 1 1of1 Cancel gt Select the users that you want to assign to the roles 82 Chapter 1 gt Click Add Remove This opens the Add Role dialog box CATIinterviewer CATIsupervisor DPMAdmins ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher gt Select the roles to which the user should be added and click OK 83 IBM SPSS Data Collection Interviewer Server Administration User s Guide Removing users from roles Either gt In the left tree click Roles under the appropriate customer account If you are not using customer accounts click Roles under the System account A list of current roles appears on the right hand side of the page Show roles whose Role Name iv Starts with Iv E System 3 Users Enter your search condition above Then select the Find button 8 Roles Projects Users Projects Activities Activities RoleName UserName Analyst CATIinterviewer CATIsupervisor CustomerAccountAdmins DPMAdmins ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Translator Add Remove OK Cancel gt Select the roles from which you want to remove users gt A list of assigned users app
8. SPSS Statistics File SAV The name and location of the sav file m Surveycraft File The name and location of the Surveycraft Validated Questionnaire vq file The Surveycraft gdt file which contains the actual case data must be in the same folder as the vq file Click Browse if you want to browse to the location of the case data in a dialog box Case Data Project This text box should be blank unless you are connecting to one of the following case data types m ADO Database If you are connecting to a Microsoft SQL Server database that is not a Data Collection relational database or a Microsoft Access database enter the name of the database table that you want to use If you are connecting to a Microsoft Excel file enter the name of the worksheet that you want to use for example Sheet1 Depending on the version of Excel installed you may have to add a dollar sign after the worksheet name for the connection to be successful for example Sheet1 Data Collection Database MS SOL Server Enter the name of the project that you want to use For detailed information about the DSCs that come with the Data Model and how they interpret the underlying data see the IBM SPSS Data Collection Developer Library Data Link Properties MDM Properties You use the MDM Properties dialog box to specify the version language context and label type that you want to use when you connect to a questionnaire definition mdd file
9. Ben does not know that Michael worked on the project and continues building the questionnaire using the files in his User folder He checks his files in at the end of the second day Ben s files overwrite the files that Michael checked in and all Michael s changes are lost This situation could have been avoided if Michael had told Ben that he wanted to work on the project Ideally he should have asked Ben to unlock the project If Ben was not available to do this Michael should either have left the project locked or he should have told Ben that he had worked on the project In either case Ben would then have known to check out the latest files from the shared folder before adding new questions to the questionnaire icc i as a different user If you are logged in to IBM SPSS Data Collection Interviewer Server Administration under one user name and you need to do some work using a different user name there is no need to close your existing session Instead you can return to the login page and enter a different user name 44 Chapter 1 gt gt and password This is a handy time saver for administrators who also have another Interviewer Server Administration account for non administration work Logging in as a different user Click the Logout icon in the Interviewer Server Administration menu bar On the Login page enter a user name and password and click Login Concurrent Usage report The Concurrent Usage report
10. Cancel Changes Sort projects within folder by roo C Project Name default recs nactive Project Status rie ive Activity Options Sort activities by Activity N Select your preferred language te English United Kingdom gt activity Type M Show Activity Descriptions Add To Favorites gt Choose the Project and Activity options you want 9 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt In Select your preferred language choose the language in which you want the Interviewer Server Administration GUI texts such a menu names and error messages to be displayed gt Uncheck Show Activity Descriptions if you do not want to see descriptions for each activity gt If you want to add Interviewer Server Administration to your browser s Favorites list do the following m Click Add to Favorites This opens the standard browser Add Favorite dialog box m Choose where the link should appear in the favorites list and click OK gt Click Apply Changes The project list The project list displays all the projects that you can access using IBM SPSS Data Collection Interviewer Server Administration activities These may be projects that you have created yourself or projects that others have created and that you have permission to use If you create projects that only certain people may access for example people who work on the same client s projects no one except those pe
11. IBM SPSS Data Collection Interviewer Server Administration 6 0 1 User s Guide lt yt Note Before using this information and the product it supports read the general information under Notices on p 161 This edition applies to IBM SPSS Data Collection Interviewer Server Administration 6 0 1 and to all subsequent releases and modifications until otherwise indicated in new editions Adobe product screenshot s reprinted with permission from Adobe Systems Incorporated Microsoft product screenshot s reprinted with permission from Microsoft Corporation Licensed Materials Property of IBM Licensed Materials Property of IBM Copyright IBM Corporation 2000 2011 Licensed Materials Property of IBM Copyright IBM Corporation 2000 2011 U S Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Preface Welcome to the JBM SPSS Data Collection Interviewer Server Administration 6 0 1 User 5 Guide This guide provides information on using IBM SPSS Data Collection Interviewer Server Administration For information about installing the application see the JBM SPSS Data Collection Server 6 0 1 Installation Guide Adobe Portable Document Format pdf versions of the guides are available on the JBM SPSS Data Collection Server DVD ROM Viewing and printing the documents requires Adobe Reader If necessary you can download it at no cost fr
12. Select Files Select a file to upload Browse Click Upload to upload the selected files Files to Upload maximum 20 gt Click Browse This opens a standard Windows Choose file dialog box gt Select the file you want to upload and click Open 152 Chapter 7 The filename is added to the Files to Upload list If you choose a file whose name already exists in the Files to Upload list even if the file is from a different location an error message is displayed and your selection is ignored Repeat these steps to select more files The Browse button is disabled once you have chosen ten files If you need to remove a file from the upload list click the red cancel icon next to the filename If you decide not to upload any files at all click Cancel When you have finished choosing files click Upload A progress dialog box shows the status of the upload process and the name of the file currently being uploaded You can cancel the upload at any time by clicking Cancel This stops copying files and deletes any that have already been copied into the Temp folder When all files have been uploaded you are returned to the main screen where you will see the uploaded files tagged as Private in the file list To Create a Subfolder to Upload into From the Files menu choose Actions gt Upload This opens the Upload Files dialog box Z Upload Files Web Page Dialog Select Files Select a fil
13. To View Log Records Select the View Logs tab In Machines choose the machine whose log records you want to see In SQL query type the query you want to use for selecting and displaying records Click View Logs If there is more than one page of records use the buttons and links below the list frame to see those pages If there are no records that match your selection criteria the words No records are displayed 158 Chapter 1 gt To see the full text of an error message without scrolling click the message text and it will be displayed in a pop up dialog box Downloading Log Files gt gt gt If there are problems with your installation that you cannot solve you may be asked to send the log files to your SPSS support representative The easiest way to do this is to use the Download tab to create a zip compressed file that you can then send by email The download process copies all files that were created on or after a given start date or that were last modified on or before a given end date When choosing dates remember that some files grow more quickly than others so you may need to extend the date range outside the period when the problem actually existed The download process also creates a ReadMe file containing information related to the problem You provide some of this information and some comes from DPM Zipped files are named SiteName_yyyy mm dd zip for example BJH_2007 10 26 zip Once
14. for protected questions is dependent on the permission to edit a protected question Define Advanced Question Properties Can view question properties Can edit question properties dependent on permission to Can view question properties Can view advanced properties Can edit advanced properties dependent on permission to Can view advanced properties Can view custom properties Can edit custom properties dependent on permission to Can view custom properties Can edit translator notes 4 CanDeleteQuestion CanEditSharedList CanInsertSharedList CanDeleteSharedList CanEditDBSettings CanViewQuestionProperties CanEditQuestionProperties CanViewAdvancedProperties CanEditAdvancedProperties CanViewCustomProperties CanEditCustomProperties CanEditTranslatorNotes SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyReviewer SurveyCreator SurveyCreatorAdvanced Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyReviewer SurveyCreator SurveyCreatorAdvanced Analyst ProjectManager SurveyCreatorAdvanced SurveyReviewer SurveyCreatorAdvanced Analyst SurveyCreator SurveyCreatorAdvanced Trans
15. 120 Chapter 1 l By default the DPMAdmins and CustomerAccountAdmins roles are assigned to all activities and features 2 Users who are assigned to this activity can create local deployment packages even when they have read only access to the source files do not have authority to save the source files In these cases the source files will not be affected but a local deployment package will be created 3 Deleting participants from telephone interviewing projects can cause phone reports to show unexpected results If a user or role is assigned to telephone interviewing projects do not assign that user or role to the Can Delete Participants feature 4 These features are new as of IBM SPSS Data Collection 6 Patch 1 New Activity Feature migration behavior New roles were added in IBM SPSS Data Collection 6 0 1 Patch 1 As a result the roles have been grouped in IBM SPSS Data Collection Interviewer Server Administration based on their function The migration behavior of these new roles is as follows For split features the deprecated feature is replaced with the new corresponding features The following features have been split m Can activate project is replaced with the Can activate in test mode Can activate in go live mode Can view advanced activation settings and Can edit advanced activation settings features m Can manage context and language is replaced with the Can manage context and Can manage language
16. Can edit routing structure Can delete routing CanDeleteRouting SurveyCreator dependent on permission to Can edit routing structure Work with Standard Question Constructs Can edit a question structure for protected questions is dependent on the permission to edit a protected question Can insert a question 4 dependent on permission to Can edit question structure Can delete a question 4 dependent on permission to Can edit question structure Can edit a shared list 4 Can insert a shared list 4 dependent on permission to Can edit shared list Can delete a shared list 4 dependent on permission to Can edit shared list Database Questions Can edit database question settings 4 dependent on permission to Can edit question structure for protected questions is dependent on the permission to edit a protected question Define Advanced Question Properties Can view question properties Can edit question properties dependent on permission to Can view question properties Can view advanced properties CanEditQuestionStructure CanInsertQuestion CanDeleteQuestion CanEditSharedList CanInsertSharedList CanDeleteSharedList CanEditDBSettings CanViewQuestionProperties CanEditQuestionProperties CanViewAdvancedProperties SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyC
17. Edit user properties icon X 94 Chapter 7 gt Click the Edit user properties icon in the toolbar This opens the Edit User Properties dialog box Figure 1 33 Choose role for property group E Edit User Properties Web Page Dialog xi Manage User Properties Define a group of properties CATinteviewer ji for CATlinteriewer Select a user role from the list of existing roles above Then add or modify properties for that role in the table below Property Groups InterviewerQualifications Interviewer qualifications HandleQueue_REFUSED Language gt Inthe Property Groups frame click the group containing the property you want to delete and when the line is shaded in grey click the Edit property icon in the frame s title bar This opens a new page listing the properties defined for the group Figure 1 34 Create edit user properties Edit User Properties Web Page Dialog Eg Edit User Properties Create edit a group of user properties for CATlinterviewer Group Name InterviewerQualifications Group Description Interviewer qualifications Define edit the properties in the table below User Properties Handle queue refused Bool single True False Matches Any Languages spoken by interviewer A English French Spanish Language Category multiple eane e ra Matches Any gt Inthe User Properties frame click the property you want to delete and when the line is shaded in gre
18. Supervisors assigning to CATIsupervisor role 78 SurveyCreator role 58 SurveyCreatorAdvanced role 59 SurveyLauncher role 59 SurveyReviewer role 59 Table documents opening 44 saving 44 TabulationFullAccess role 59 TabulationMediumAccess role 59 TabulationMinimumAccess role 59 trademarks 162 Translations selecting 27 Translator role 60 undoing 147 Uploading mtd files how to 44 user account lockout 143 User Administration allow use without allowing other administrative privileges 113 customer accounts 65 71 exporting users roles 107 importing users roles 95 interviewer qualifications 60 no choice no action 135 overview 56 spreadsheet format 96 starting 61 User Properties Report 141 User Roles Report 142 User folder downloading files from 153 purpose of 144 uploading files into 150 User properties setting changing 84 User Properties Report 141 User Roles Report 142 Users adding 71 assigning activities to 127 assigning to activities 107 assigning to activity features 113 assigning to projects 129 modifying 84 removing 75 removing from activity features 125 unassigning from activities 111 unassigning from projects 133 Validating mode selecting 32 Versions expressions for superversions 29 selecting 27 Viewing file details 145 what s new installing 2
19. The exceptions are template files which are often shared between many projects and sample files When you upload a file that has an extension that Interviewer Server Administration recognizes as a project file extension and its name does not match the ID of the current project Files asks you whether you want it to rename the file You should normally answer Yes to this question Existing files If a file already exists in your user folder Files asks whether to overwrite it with the uploaded file If you answer No the file is not uploaded mdd files The procedure for existing files applies but Files does not upload the file if its format is invalid or if it was created with a later version of IBM SPSS Data Collection that you are using now Technically the test is whether the file s version number is greater than the version number of the MDMLib component that is installed on your computer Empty files Files issues a warning and ignores the file 151 IBM SPSS Data Collection Interviewer Server Administration User s Guide Zipped files Files unzips the contents of the zipped file so that the component files are available separately in your user folder the exception is if the zipped file contains another zipped file in this case the second zipped file is not unzipped All checks for non zipped files are carried out on the individual files in a zipped file so for example if the zipped file contains an mdd file that alre
20. The way you specify this depends on the type of metadata that you selected in the previous drop down list Data Collection Metadata Document The name and location of the mdd file m ADO Database The name and location of a adoinfo file which is an XML file that specifies the connection string for the target data source and the name of the target table in that data source Data Collection Log File The name and location of the log file Typically log files have a tmp filename extension However some log files may have another filename extension If necessary you can rename the file so that it has a tmp filename extension Data Collection Participation Database The name and location of a Participants Report Document prd file which is an XML file that specifies the connection string and the names of the table and columns to be used Data Collection Scripting File The name and location of the mrScriptMetadata file Typically these files have an mdd or dms filename extension In2data Database The name and location of the i2d file Quancept Definitions File QDI The name and location of the qdi file Quancept Script File The name and location of the qqc file Quantum Specification The location of the Quantum specification files Quanvert Database The name and location of the qvinfo or pkd file Routing Script File The name and location of the routing script file SPSS Statistics File SAV The name and location
21. This can be in the form of a URL or the name of a template for example http www abc com interview urls auth html or authtemplate htm However it is recommended that you use a template and not a URL for this page The form of the Authent icatePage property valid states are URL or TEMPLATE AuthFailedPage The page to be shown when authentication fails This can be in the form of a URL or the name of a template AuthFailedType The form of the AuthFailedPage property valid states are URL or TEMPLATE AuthRetryPage The page to be used when a respondent accesses authentication for the second and subsequent times This can be in the form of a URL or the name of a template for example http www abc com interview urls auth html or authtemplate htm However it is recommended that you use a template and not a URL for this page AuthRetryType The form of the AuthRetryPage property valid states are URL or TEMPLATE AutoDialTimeout The number of seconds that auto dialing should continue trying to dial numbers for an Interviewer The default is 600 seconds 10 minutes AutoUpdateDataModel Whether data is written immediately to the data model 0 do not write immediately 1 write to the data model for each submitted page the default 2 write to the data model immediately for each value For further information refer to The Value Cache in the Data Collection Developer Library Call
22. canViewOverrides CATISupervisor Can view parameters canViewParameters CATISupervisor Project Editor ProjectEditor TabulationFullAccess TabulationMediumAccess Allow changing the canSetProjectState TabulationFullAccess project state TabulationMediumAccess Allow creating new canCreateProjects TabulationFullAccess projects TabulationMediumAccess Allow modifying canAlterProperties TabulationFullAccess properties TabulationMediumAccess Promote Project WebSiteToSiteActivate Quotas Allow editing quota prioritization Allow editing quota targets ReviewQuotas canEditPrioritization canEditTargets CATISupervisor CATISupervisor 119 Display name IBM SPSS Data Collection Interviewer Server Administration User s Guide Internal name Roles assigned to this activity or feature by default Allow editing quota canEditAll CATISupervisor targets completes and prioritization Remote Administrator RemoteManager Review Interviews ReviewInterview CATISupervisor Can set up supervisor canSetupSupervisorStations stations Status ReviewProject CATISupervisor Survey Reporter Server Reporter TabulationFullAccess Edition TabulationMediumAccess TabulationMinimumAccess Can display charts canDisplayCharts Can manage shared canManageShared TabulationFullAccess TabulationMediumAccess Has
23. m Manage users in hierarchy structure m Provide tailored branding options for Data Collection products by customer account Branding information such as company logos default page pictures home page site links and CSS files can be set for each customer by users who are assigned the CanEditCustomerAccount activity feature System account users can modify branding information for all customers customer account users can only modify branding information for specified customer accounts Common users in a customer account can only view branding information for their customer account This allows users from specific customer accounts to view tailored branding information in all of the Data Collection Web activities Note The canCreateCustomerAccount and canRemoveCustomerAccount activity features are only effective for system account users Customer account users cannot create or remove customer accounts m Track the number of concurrent users for all activities Notes m When branding options are defined and you use the server name instead of the IP address you must ensure that the primary server name is added to the hosts file or you must register the primary server name on your Domain Name Server DNS m IBM SPSS Data Collection Interviewer Server Administration is installed with a default System customer account If you do not want to create individual customer accounts you will define user role project and activity properties
24. or activity setting for a user does not delete the existing settings for that user The only way to delete existing settings is to remove them manually using User Administration m Any users roles projects activities or user settings that are not mentioned in the spreadsheet remain unchanged Any deletions must be made manually using the appropriate activity m Microsoft Excel 2007 files can only be used for importing users and or roles when Microsoft Office 2007 or Microsoft Office Access Database Engine 2007 is installed on the server Microsoft Office Access Database Engine 2007 can be downloaded directly from Microsoft Attp www microsoft com downloads details aspx displaylang en amp FamilyID 7554f536 8c28 4598 9b72 ef9 Create the spreadsheet In the left tree select the appropriate customer account If you are not using customer accounts select the System account Select Import from the Files menu This displays the Upload File dialog box Enter the full pathname of the Excel spreadsheet file or use the Browse button to select it and then click OK User Administration reads the file and checks it for errors and inconsistencies If it finds anything amiss it reports it in a message box and asks whether you wish to continue with the import Typical errors are naming nonexistent properties or projects and naming users that do not currently exist in Interviewer Server Administration and that are not created by the spreadsheet Cl
25. roles and projects gt In the left tree select the appropriate customer account gt Click the Remove button gt Confirm the request when prompted to do so Adding users Each IBM SPSS Data Collection Interviewer Server Administration user must have a unique name and password The name must be unique not just within the collection of user names but also within the Interviewer Server Administration role names When you add a user you define that user s Interviewer Server Administration password and specify whether the user can change that password and whether this must be done the first time that the user logs in Users who are allowed to change their passwords will see a Change Password option in the Tools menu You may also assign the user to one or more roles 72 Chapter 7 Note If you are using customer accounts users added to a specific customer account will only have access to the roles projects and activities that are defined for the specific customer account Refer to Adding customer accounts for more information regarding customer accounts The names that you set up can be domain or workgroup names or they can be other names that exist in Interviewer Server Administration only For example a user called Ben Johnson might log in to the domain as SPSS bjohnson but might have an Interviewer Server Administration user name of ben Interviewer Server Administration creates a folder for the new user in FMRoot Users
26. Can manage project folders permission can create new folders when they create projects can move projects into folders or from one folder to another and can rename and delete project folders Your IBM SPSS Data Collection administrator will tell you what permissions you have Navigating in the project list You can use standard Windows methods for navigating in the project list m Using the mouse scroll through the list and click to select a folder or project m Using the keyboard press and to move through the list and press the space bar to select a project or folder 10 Chapter 1 Expanding and collapsing project folders Figure 1 2 Expand All Folders icon eh Figure 1 3 Collapse All Folders icon If the project list contains folders the list is shown fully collapsed the first time you start I BM SPSS Data Collection Interviewer Server Administration so that only the names of folders and projects that are not part of folders are visible You can see more projects by expanding some or all folders When you close Interviewer Server Administration it remembers your project list settings and displays it that way in your next session m To expand or collapse a single folder click the small plus or minus icon next to the folder or double click the folder icon If you would rather use your keyboard press to expand a folder or lt to collapse it m To expand or collapse all folders click the Expand All
27. Can view advanced properties feature Files Delete including the Allow delete project feature Survey Tabulation including the Full access feature Survey Reporter TabulationMediumAccess This role is for Survey Tabulation users and Survey Reporter users who need to set up their own projects and tables and edit variables on individual tables but who do not need to edit variables at project level Access is provided to the same activities as for the TabulationFullAccess role except that the Survey Tabulation activity and Survey Reporter activity includes the Medium access feature instead of the Full access feature TabulationMinimumAccess This role is for Survey Tabulation users and Survey Reporter users who do not need to set up their own projects or tables or edit variables Access is provided to the following activities Interviewer Server Administration excluding the Allow unlock project feature 60 Chapter 1 Survey Tabulation including the Minimum access feature Survey Reporter m Translator This role is for Author users and allows translators to add translations to existing questions Translators cannot add questions or remove questions The role provides access to the following activity features Can save edited questionnaire file to server Can edit labels Can edit Question context Can edit Analysis context Can edit translator
28. Check Files In to the Shared Folder gt In the list of project files select the Private or Checked Out files you want to check in gt From the Files menu choose Actions gt Check In gt Ifthe file is an mdd file and there is already an mdd file in the shared folder the Files activity merges new or changed information into the existing file to form a new version of the questionnaire Checking Files Out from the Shared Folder When you check a file out from the shared folder it is copied from the shared folder into your user folder Any changes made to this copy of the file remain private to your user folder until you check the file back in to the shared folder The file s status in the file list changes to Checked Out When you work in IBM SPSS Data Collection Interviewer Server you should check files out the first time you work on a project that was created by someone else It is also important to check out files when you are working on a project with other people A number of activities default to using files that exist in your user folder If you created the original files and then checked them in for someone else to work on and you then want to work on those files again you must check out the latest versions of the files from the shared area otherwise you may find yourself working on out of date files To Check Files Out from the Shared Folder gt In the list of project files select the Checked In files you want to co
29. Files but not those associated with viewing or exporting data Similarly if the project has been activated but does not use Sample Management or Quota Control there may be a link for the Survey Results activity so that you can view data for the project but Quotas or Participant Rules will not be displayed because they are not relevant to this project Some activities work with certain browsers only Activities that do not work with the browser you are using are marked with the following icon Figure 1 1 Icon for activities that do not work in the current browser VY Icons common to all IBM SPSS Data Collection Interviewer Server Administration activities The following icons are available for all Interviewer Server Administration activities E Close the activity 2 Open online help in a new browser window G Display project information name and ID status description connection string who has locked the project and notes The information appears in a pop up when you hover over the icon 7 IBM SPSS Data Collection Interviewer Server Administration User s Guide Changing your password The administrator sets your password when he she creates your IBM SPSS Data Collection Interviewer Server Administration user account and can specify whether or not you may change it Sometimes you will be asked to change your password the first time that you log in If you are allowed to change your password at
30. IBM has not tested those products and cannot confirm the accuracy of performance compatibility or any other claims related to non IBM products Questions on the capabilities of non IBM products should be addressed to the suppliers of those products All statements regarding IBM s future direction or intent are subject to change or withdrawal without notice and represent goals and objectives only This information contains examples of data and reports used in daily business operations To illustrate them as completely as possible the examples include the names of individuals companies brands and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental If you are viewing this information softcopy the photographs and color illustrations may not appear Trademarks IBM the IBM logo ibm com and SPSS are trademarks of IBM Corporation registered in many jurisdictions worldwide A current list of IBM trademarks is available on the Web at http www ibm com legal copytrade shtml Adobe the Adobe logo PostScript and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and or other countries Intel Intel logo Intel Inside Intel Inside logo Intel Centrino Intel Centrino logo Celeron Intel Xeon Intel SpeedStep Itanium and Pentium are trademarks or registered trademarks
31. Lets you check which roles have access to the project and remove any which should not have access Connection Lets you change the project s connection properties Generally you should not change the connection properties for Interviewer Server projects For IBM SPSS Data Collection Survey Tabulation projects you might want to change the connection properties during the initial stages of setting up the project but should not normally do so afterwards For more information see the topic Changing Connection Properties on p 47 Properties Lets you inspect and if necessary change the project s properties For more information see the topic Working with Project Properties on p 49 When you have finished using Edit Project click the Home icon in the menu bar 46 Chapter 7 Starting Edit Project ey gt Select a project in the project list gt Click the Edit Project icon in the toolbar at the top of the project list Changing Project Details You can change a project s name description or status You cannot change the project ID because this is used in the names of files associated with the project If you change the project s name any files created for the project after that point will still be created using the project ID For example suppose you created a new project called holidays whose project ID was also holidays Files belonging to this project will have holidays in their names If you change the
32. Load Tool Object Model Reference for more information 97 IBM SPSS Data Collection Interviewer Server Administration User s Guide If you import an existing user the description in the spreadsheet overwrites the existing one in the Interviewer Server Administration database If roles are specified the user is added to these roles if hew she is not already a member for example specifying the Manager role for a user who is already a member of the Manager role makes that user a member of both roles Leaving the role column blank does not remove the user from the roles to which he she currently belongs you must do this manually Password definitions apply only to new accounts that are created by the import process Passwords are never changed or removed for existing users even if the password column contains a value Projects Assigns roles to projects The worksheet must contain two columns called ProjectID and Roles listing the project names and the roles to be assigned to each project Role names in a list must be separated by semicolons The ProjectID field must contain the project s uppercase ID not it s name By default Interviewer Server Administration creates projects with the same name and ID except that the ID is in upper case For example ProjectID Roles SOFTDRINKS ProjMan Scriptwriter CATIsupervisor CATlinterviewer Analysis TRAVEL ProjMan Scriptwriter Analysis Role assignments for existing project
33. ProjectLocked True ProjectLockedBy admin gt In Project ID choose the project from which to import properties gt In Application choose the application type to which the properties belong gt In the list of properties select the properties to be imported gt Click OK Project Properties IBM SPSS Data Collection Interviewer Server Project Properties The following table lists the project properties that apply to Interviewer Server The following properties are listed as Standard application properties ClusterList ProjectLocked ProjectLockedBy InterviewScriptType ShowInterviewApps ShowTableApps All others are listed as Interviewer Server properties For further information about these properties refer to 52 Chapter 7 Project and Interview Properties in the Interview Scripting Reference section of the IBM SPSS Data Collection Developer Library Property Description Active Version The active metadata version to use for interviewing If not specified the latest version is used Exists for IBM SPSS Data Collection projects only AppointmentCode The call outcome code that prompts CATI interviewers to arrange an appointment with the respondent Set when a project is activated with CATI By default this corresponds to the APPOINTMENT call outcome Set when a project is activated with CATI AuthenticatePage AuthenticateType The page to be used for authentication
34. SPSS Data Collection Interviewer Server Administration User s Guide Property Name Description Data Type MR Init MDM Version Variable This property is used to specify whether the MDM version varia ble should be enabled The MDM version variable is an autogen erated derived variable that is enabled using the Document En ableMetadataVersionVariable property The default value of False indicates that the version variable is not enabled and a value of True indicates that the version variable is enabled The version variable is named DataCollec tion MetadataVersion Boolean MR Init MDSC The MDSC to be used to load the metadata defined in the Jnitial Catalog setting This property is ignored if Initial Catalog is not specified For more information see the topic DSCs Supplied with the IBM SPSS Data Collection Data Model on p 38 String MR Init MDSC Access Specifies the access mode for the MDM document being generated by the MDSC A value of 0 specifies that the MDM document should be opened for read only access A value of specifies that the MDM document should be opened for read write access and any changes will be written back to the MDSC when the connection is closed A value of 2 specifies that the MDM document should be opened for read write access but any changes will not be written back to the MDSC The default access mode is 2 When an MDSC is being used to generate the MDM docume
35. SPSS MRUserManagement UserMgtAdministratorRole registry key which is the DPMAdmins role by default For further details open the Data Collection Developer Library documentation and search for the topic entitled Who Can Run User Administration Deleting participants from telephone interviewing projects can cause phone reports to show unexpected results If a user or role is assigned to telephone interviewing projects do not assign that user or role to the Can Delete Participants feature Starting User Administration gt From the IBM SPSS Data Collection Interviewer Server Administration menu choose Tools gt User Administration Note If you want to use User Administration you must be authorized in Interviewer Server Administration to use it and must be a member of the role named in the HKEY LOCAL MACHINE SOFTWARE SPSS MRUserManagement UserMgtAdministratorRole registry key which is the DPMAdmins role by default For further details open the BM 62 Chapter 1 SPSS Data Collection Developer Library documentation and search for the topic entitled Who Can Run User Administration Adding customer accounts IBM SPSS Data Collection administrators can create individual accounts for each customer These customer accounts effectively group users roles project and project activities and allow administrators to m Group user role and activity user projects and system projects by customer accounts
36. Server to take interviewer qualifications into account when assigning calls to interviewers Note In order to use the Appointment tab options in the Phone Survey activity you must first assign one time zone and one appointment schedule to at least one applicable user CATIsupervisor This role is for CATI supervisors and is set up to provide access to the following activities Interviewer Server Administration excluding the Allow unlock project feature Interviewer Monitoring including the Can set up supervisor stations feature Dialer Administration View Survey Link Launch excluding the Allow upload edit sample script and Allow access via Interviewer Server Administration features Participants including all features except Can create databases and Can delete participants Email Phone Surveys including all features except Can edit fields Can edit call outcomes and Can delete call outcomes Quotas including only the Allow editing quota targets completes and prioritization and Allow editing quota targets features Phone Participants including the Can set up interviewer stations feature Export Data Survey Results Status Phone including only the Can view all interviewers data feature CustomerAccountAdmins This is an administration role for administering customer accounts Anyone wh
37. The CSS file dictates the Data Collection web page layout color and fonts Browse and Download buttons m Click Browse to upload an existing file from your local file system to the Interviewer Server Uploaded files are stored to the Interviewer Server in the FMRoot Shared DataCollectionStyles directory m Click Download to download the default file from the Interviewer Server to your local file system You can modify the default file and upload it back to the Interviewer Server Home Page Identifies the home page URL for the specified customer For example if a customer account was created for IBM the home page could be defined as http www ibm com Enter an appropriate home page URL Status Indicates the customer account status Select the appropriate setting After defining the appropriate customer account settings click OK to create new customer account The new account displays in the My Projects pane Interviewer Server Administration creates a folder for the new customer account in FMRoot Shared DataCollectionStyles with the same name as the customer account name User uploaded files for custom account branding are saved to this folder Note Refer to Customer account customization for more detailed customization information 65 IBM SPSS Data Collection Interviewer Server Administration User s Guide Customer account customization Much of the IBM SPSS Data Collection Interviewer Server Administration interf
38. This means that you must make sure that the folder name you specify when you create the multiproject in Quanvert meets the requirements for a valid Interviewer Server Administration project name For more information see the topic Creating the New Project in IBM SPSS Data Collection Interviewer Server Administration on p 17 23 IBM SPSS Data Collection Interviewer Server Administration User s Guide For example suppose you create the multiproject in the following folder C OQVTW MYPROJECT The subprojects would need to be located in C QVTW MYPROJECT MySubprojecti C QVTW MYPROJECT MySubproject2 C QVTW MYPROJECT MySubproject3 where MYPROJECT is the name you are going to use for the Interviewer Server Administration project and MySubproject MySubproject2 and MySubproject3 are the names of the subproject folders Note that this folder structure is not recommended for use in Quanvert because it makes it easy to delete the subprojects accidentally However this folder structure is a requirement for using a Quanvert multiproject in Survey Tabulation Setting Up the Project in Interviewer Server Administration Rather than uploading the files in Interviewer Server Administration you need to ask your system administrator to copy the files manually to the shared folder for this project on the Interviewer Server Administration server so that the relative folder structure is maintained The folder structure on Interviewer Server A
39. Value QuestionName Function Value where E QuestionName is the name of a question in the project s questionnaire file m Value is the name of a response in the question s response list You may enter more than one response name as long as the names are separated by commas 138 Chapter 7 Operator is one of the following Selects data that exactly matches the given value lt gt Selects data does not exactly match the given value lt Selects data that contains a subset of the listed answers but not all of them lt Selects data that contains one or more of the listed answers gt Selects data that contains all the listed answers and at least one other answer oa Selects data that contains all specified answers with or without additional answers m Function is one of the following ContainsAll Selects data that contains all the specified answers ContainsAny Selects data that contains at least one of the specified answers For example InsuranceType Household gives access to data where the value of InsuranceType is Household and nothing else whereas InsuranceType ContainsAny Household gives access to data where the value of InsuranceType is just Household or Household and some other type of insurance Note ContainsAny and ContainsA11 are the most commonly used functions for setting up filters but you may use any function in the IBM SP
40. When attempting to connect to an XML file this message may indicate that the specified file does not exist When attempting to connect to an RDB database this message may indicate that you have specified the Case Data Project incorrectly Aggregator Error 278 Data table HDATA requested but not available If you are attempting to connect to an XML file this generally means that data is in the flat VDATA format This means you need to change to use the flat view within Survey Tabulation For more information see the topic Preparing Your Data Files For Uploading on p 15 Sometimes this error message also occurs when you have selected the wrong case data type for example if you accidentally select RDB DSC 2 instead of SPSS Statistics SAV DSC For detailed information about the CDSCs that come with the IBM SPSS Data Collection Data Model their error messages and known problems see the IBM SPSS Data Collection Developer Library Setting up a IBM SPSS Quanvert Multiproject for Use in IBM SPSS Data Collection Survey Tabulation Setting Up the Multiproject in IBM SPSS Quanvert If you want to use a Quanvert multiproject in IBM SPSS Data Collection Survey Tabulation you need to make sure that the subprojects are in subfolders of the main folder you specify when you create the multiproject and that this folder is given the name you want to use for the project in IBM SPSS Data Collection Interviewer Server Administration
41. about it for the purpose of enabling i the exchange of information between independently created programs and other programs including this one and ii the mutual use of the information which has been exchanged should contact IBM Software Group Attention Licensing 233 S Wacker Dr Chicago IL 60606 USA Licensed Materials Property of IBM Copyright 161 IBM Corporation 2000 2011 162 Appendix A Such information may be available subject to appropriate terms and conditions including in some cases payment of a fee The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement IBM International Program License Agreement or any equivalent agreement between us Any performance data contained herein was determined in a controlled environment Therefore the results obtained in other operating environments may vary significantly Some measurements may have been made on development level systems and there is no guarantee that these measurements will be the same on generally available systems Furthermore some measurements may have been estimated through extrapolation Actual results may vary Users of this document should verify the applicable data for their specific environment Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources
42. also known as IBM SPSS Data Collection Metadata Document file You open this dialog box by clicking Edit MDM Properties on the Connection tab in the Data Link Properties dialog box Questionnaire definition mdd files typically contain versions which record any changes to the content of the questionnaire Typically when the questionnaire changes for example a question or category is added or deleted a new version is created and when the changes are complete the version is locked Using a combination of some or all of the versions is useful when for example you want to export case data for more than one version and there have been changes to the variable and category definitions that mean that case data collected with one version is not valid in another version Selecting all of the versions for which you want to export the case data means that generally you can export the case data collected with the different versions at the same time without encountering validity errors due to the differences between the versions However depending on the version changes some validity errors may still be encountered 28 Chapter 1 J Data Link MDM Properties Web Page Dialog Current version Displays an expression that represents the selection you have chosen You can optionally select the versions you want to use by typing an expression directly into the text box Syntax Description Specifies all versio
43. eens 159 Appendix A Notices 161 Index 164 vi Chapter L IBM SPSS Data Collection Interviewer Server Administration Users Guide Welcome to IBM SPSS Data Collection Interviewer Server Administration IBM SPSS Data Collection Interviewer Server Administration is an easy to use tool for running a variety of IBM SPSS Data Collection Web activities on a project of your choice It also provides the following management and maintenance facilities m EditProject for setting and changing project properties m User Administration for maintaining user and group accounts and for determining which user groups have access to a project and who can use certain features within an activity m Files for copying project files between your working folder and the shared project folder and between Interviewer Server Administration and your computer m Concurrent Usage report provides information on the number of users who have used the various Interviewer Server Administration activities during a particular time period m Manage Logs for viewing log files for Interviewer Server Administration and the activities that run inside it What s new in IBM SPSS Data Collection Interviewer Server Administration 6 0 1 This topic summarizes changes in IBM SPSS Data Collection Interviewer Server Administration 6 0 1 Support for reserved names and keywords in metadata IBM SPSS Data Collection now provides full support for SQL and mrScript
44. features m Can insert edit script items is replaced with the Can edit script item Can insert script item and Can delete script item features For new features a Interviewer Server Administration administrator will need to manually add the features to the appropriate roles Users or roles who have access to IBM SPSS Data Collection Author will be automatically granted the newly added features users or roles who have access to the Can Manage Context And Language or Can Activate Project features will be automatically granted the associated split features Some of the new features are not intended for every user or role You can manually remove any unneeded permissions by utilizing the provided nitializeRoleBase mrs script The script allows you to batch add or remove the feature permissions for existing users and roles The script is located at INSTALL_FOLDER IBM SPSS DataCollection 6 Interviewer Server Administration RoleBasedAccess There are two files in the RoleBasedAccess directory InitializeRoleBase mrs Run this script to add or remove feature permissions for users and roles defined in the InitializeRoleBase xls file Before you run the script you will will need to specify the ExcelFilePath parameter in the script m InitializeRoleBase xls Identifies the feature permissions to add or remove for existing users or roles For example Activity Feature Roles Action Author SampleManager SurveyLauncher Remove
45. format which is a questionnaire definition mdd file ADO Database Selects metadata that is in an ActiveX Data Objects ADO data source Data Collection Log File Selects metadata in a standard IBM SPSS Data Collection log file Data Collection Participation Database Selects metadata that is in a IBM SPSS Data Collection Interviewer Server Administration project s Sample and HistoryTable tables Data Collection Scripting File Selects metadata that is in a mrScriptMetadata file In2data Database Selects metadata that is in an In2data database i2d file Quancept Definitions File QDI Selects metadata in a IBM SPSS Quancept qdi file using the QDI DRS DSC Quancept Script File Writes the metadata in an MDM document to a Quancept script gqc file Quantum Specification Writes the metadata in an MDM document to a IBM SPSS Quantum specification Quanvert Database Selects metadata that is in a IBM SPSS Quanvert database Routing Script File Writes the routing section of an MDM document to a script that defines the routing required for interviewing 25 IBM SPSS Data Collection Interviewer Server Administration User s Guide m SPSS Statistics File SAV Selects metadata that is in an IBM SPSS Statistics sav file m Surveycraft File Selects metadata that is in a IBM SPSS Surveycraft Validated Questionnaire vq file Metadata Location The name and location of the metadata
46. from the Reports menu This opens the Select Roles for User Roles Report dialog box Figure 1 40 Analyst CATlinterviewer CATIsupervisor DPMAdmins ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Translator gt Select one or more roles for the report and click Create Report The User Roles Report is generated based on the selected roles 143 IBM SPSS Data Collection Interviewer Server Administration User s Guide Figure 1 41 CATlinterviewer CATlsupervisor DPMAdmins Configuring account lockout settings IBM SPSS Data Collection will lockout a user s account after three failed login attempts The lock automatically clears after two hours during this period if user attempts to login with the correct credentials the login will fail After two hours users can again login to their accounts provided the appropriate credentials are entered Configuring the number of failed login attempts gt On the IBM SPSS Data Collection Interviewer Server change the following registry entry HKLM gt Software gt SPSS gt MRUserManagement gt Database gt Users gt MaxFailedLogInAttempts gt The default key value is 3 Configuring the user account lockout duration gt On the Interviewer Server change the following registry entry HKLM gt Software gt SPSS gt MRUserManagement gt Database g
47. full access FullAccess TabulationFullAccess Has medium access MediumAccess TabulationMediumAccess Has minimum access MinimumAccess TabulationMinimumAccess Survey Results InterviewReporter CATISupervisor Survey Tabulation mrTables TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Can display charts canDisplayCharts Can manage shared canManageShared TabulationFullAccess TabulationMediumAccess Has full access FullAccess TabulationFullAccess Has medium access MediumAccess TabulationMediumAccess Has minimum access MinimumAccess TabulationMinimumAccess User Administration UserAdministration CATISupervisor Can add role canAddRole Can add user canAddUser CATISupervisor Can assign activity canAssignActivity CATISupervisor Can assign project canAssignProject CATISupervisor Can assign role canAssignRole CATISupervisor Can create customer canCreateCustomerAccount account Can edit customer canEditCustomerAccount account Can remove customer canRemoveCustomerAccount account Can remove role canRemoveRole Can remove user canRemoveUser CATISupervisor Can unassign activity canUnassignActivity CATISupervisor Can unassign project canUnassignProject CATISupervisor Can unassign role canUnassignRole CATISupervisor View Survey Link TestInterview CATISupervisor
48. gt Click Close to close the message box Locking and unlocking projects 2 p IBM SPSS Data Collection Interviewer Server Administration automatically locks a project when you use an activity that can change the project files When a project is locked everyone except the person who locked the project has restricted access to the project and most activities will be unavailable to them This is an important safety mechanism designed to prevent one user accidentally overwriting another user s files Interviewer Server Administration does not automatically unlock a project when you close the activity that locked it If you are working on a project that is shared with other users you should unlock the project when you have finished working on it Unlocking the project makes it fully available to other users If you have changed any of the project files you should use the Files activity to check them in to the shared area so that your changes are visible to other users Normally you should do this before you unlock the project 43 IBM SPSS Data Collection Interviewer Server Administration User s Guide Note that using IBM SPSS Data Collection Survey Tabulation does not lock a project because Survey Tabulation never writes data to the main project files When you create new variables in Survey Tabulation they are stored separately from the main project data This means that you can use Survey Tabulation on a project that is locked
49. of the underlying case data The native values may represent the actual raw values stored in the case data However this is not always possible and then the native values are identifiers for the categories MR Init Custom This property is used by several String IBM SPSS Data Collection DSCs to access special settings provided by the client application For example this property is used by RDB DSC 2 to specify whether the connection mode should favor memory usage or speed The default favors speed For more information search the IBM SPSS Data Collection Developer Library DDL documentation for the following topics e Connecting to a Relational MR Database Using RDB DSC 2 e Custom Connection Properties Used by the IBM SPSS Data Collection Data File CDSC e Properties and Settings Used by the SPSS SAV DSC e Custom Connection Properties Used by QDI DRS DSC e Custom Connection Properties Used by Log DSC e Custom Connection Properties Used by the Triple S DSC e Custom Connection Properties Used by the Delimited Text DSC Properties and Settings Used by SAS DSC This property can also be used by third party DSC developers to pass custom initialization information to their DSCs MR Init Input Locale The locale ID to use when parsing Long input data 36 Chapter 7 Property Name Description Data Type MR Init MDM Access Specifies the access mode for the MDM doc
50. of the sav file Surveycraft File The name and location of the vq file Click Browse to select the file in the Open dialog box Open Metadata Read Write By default the metadata is opened in read only mode Select this option if you want to be able to write to it When you open some types of data for example a Quanvert database the metadata is always opened in read only mode Edit MDM Properties Click this button to open the MDM Properties dialog box in which you can specify the versions language context and label type to use For more information see the topic Data Link Properties MDM Properties on p 27 Case Data Type Defines the type of case data The drop down list shows all of the types of case data for which you have a case data source component CDSC The default options are m ADO Database Reads case data from an ActiveX Data Objects ADO data source Delimited Text File Excel Writes case data in tab delimited format to a csv file Data Collection Database MS SOL Server Reads and writes case data in a Data Collection relational database in SQL Server This option can be used to read data collected using IBM SPSS Data Collection Interviewer Server Data Collection Log File Selects the Log DSC which enables you to read Data Collection log files 26 Chapter 7 Data Collection XML Data File Reads and writes case data in an XML file Typically you use this option when you want to transfe
51. on the right hand side of the page Show users whose User Name Starts with x E System Enter your search condition above Then select the Find button Users B Roles Wee Users Roles Projects Activities EB Activities ppMmadmin DPMAdmins SPSS DDTestUser Remove SPSS mrpdtest Remove useri Remove iM 1 1o0f1 Cancel gt To change the user s account details m Select the user that you want to modify from left tab and click Modify The User Administration dialog box displays the current account settings Interviewer Server Authentication Change Password User Can Change Password User Must Change Password At Next Login User Account Is Disabled User Account is Locked Out gt Make your changes you cannot change the user name If user properties have been defined in IBM SPSS Data Collection Interviewer Server Administration the User Properties button is displayed To assign new properties to this user or 86 Chapter 1 change existing assignments click this button to open the Assign User Properties dialog box and then make your changes and click OK to return to the user details dialog box gt Click OK gt To assign the user to one or more roles m Click Add Remove This opens the Add Role dialog box Analyst CATIinterviewer CATIsupervisor DPMAdmins ProjectManager SampleManager SurveyCreator Su
52. project PercentCallsRecorded The percentage of calls to be recorded per project between 0 and 100 The default is 0 ProjectInactivePage The page to be shown when a respondent attempts to access a project that is not available for interviewing This can be in the form of a URL or the name of a template ProjectInactiveType The form of the Project InactivePage property valid states are URL or TEMPLATE ProjectLocked Whether the project is locked 0O No 1 Yes When a project is locked by one user some activities that would normally by available to other users of the project will no longer be available Not available for importing ProjectLockedBy The name of the user who has locked the project Not available for importing QuotaFullPage The page to be shown when an interview terminates because the quota is full This can be in the form of a URL or the name of a template QuotaFullType The form of the QuotaFullPage property valid states are URL or TEMPLATE QuotaProjectName The name of the quota project associated with this project Blank if quota is not used RaisePositionError Whether to prevent interviewers logging in on positions that are not defined in the dialer configuration file If this property is False interviewers logging in on positions not in the dialer configuration file see a warning but may continue to work RoutingContext The default routi
53. project select the Permissions tab and then select roles as appropriate E Advanced Web Page Dialog Groups Roles A i K 7 scriptwriter M projman M supervisors gt Click OK to close the Advanced dialog box and then click OK again to create the project Creating a New Analysis Project This section covers creating a non IBM SPSS Data Collection Interviewer Server project Before you set up a non Interviewer Server project you need to identify the data files you are going to use and if necessary prepare them for uploading For more information see the topic Preparing Your Data Files For Uploading on p 15 Setting up a project involves three main steps m Create the new project m Check the uploaded files into the Shared folder m Create and populate a test table After you have followed these steps your project will be available to all users who belong to the roles you selected as having access to the project Tip Sample data is included with the IBM SPSS Data Collection Developer Library which is available as a separate installation and as a free download The samples include a backed up relational MR RDB database and associated Metadata Document mdd file IBM SPSS Quanvert databases IBM SPSS Data Collection XML data sets IBM SPSS Statistics 15 IBM SPSS Data Collection Interviewer Server Administration User s Guide sav and IBM SPSS Quancept qdi an
54. properties of your choice for example if you have added your own properties to DPM to store customized information about a project This is how you set up the QuotaAutoCommit facility for projects that use Quota Control with Sample Management This causes the counts of completed and rolled back interviews to be incremented at the end of an interview and the corresponding pending counts to be decremented as happens automatically in projects that use Quota Control but not Sample Management For further information about quota control refer to How the Quota System Works in JBM SPSS Data Collection Interviewer Server User s Guide To Add an Application Type to a Project Click Add Application at the top of the properties list This opens the Select Application dialog box Choose an application type from the list and click OK The application type is added to the project and its property list is displayed at the foot of the page To Add a Project Property On the Properties tab in Project Type choose the project type to which you want to add properties Click the Add icon at the top of the properties list or click Click here to add property at the foot of the list A new line is added to the end of the list In this new line click NewProperty and type the name of the property you want to add Click Some Value and type the value that the new property is to have In the Type column set the data type for the new property Deleting P
55. reserved names and keywords in metadata variables In previous releases the use of reserved SQL keywords could cause issues when using the I BM SPSS Data Collection Data Model to query data for processes such as DMOM the use of reserved mrScript keywords could cause syntax errors when referenced within a routing script Refer to the Reserved Keywords and Keyword Summary topics in the IBM SPSS Data Collection Developer Library for more information Concurrent Usage report The new Concurrent Usage report provides information on the number of users who have used the various IBM SPSS Data Collection Interviewer Server Administration activities during a particular time period For more information see the topic Concurrent Usage report on p 44 Licensed Materials Property of IBM Copyright 1 IBM Corporation 2000 2011 2 Chapter 1 User Administration The following User Administration features and enhancements were implemented in version 6 0 1 Export Data activity feature The following activity feature is new m Export Data gt Can alter data link connection properties This feature allows you to provide inputs for custom properties allowing you to define the mr Init Custom portion of both the input and output connection strings Customer accounts enhancements You are now provided more customization options when working with customer accounts You can now specify the following attributes Product name images Lo
56. schedule Can save day parts canSaveDayParts CATISupervisor Can view appointment canViewAppointment CATISupervisor settings Can view call outcomes canViewCallOutcomes CATISupervisor Can view call times canViewTimes CATISupervisor Can view dialer settings canViewOtherSettings CAT Supervisor Can view fields canViewFields CATISupervisor Can view interview canViewInterviewerSettings CATISupervisor settings Can view ordering canViewOrdering CATISupervisor Can view overrides canViewOverrides CATISupervisor Can view parameters canViewParameters CATISupervisor Project Editor ProjectEditor TabulationFullAccess TabulationMediumAccess Allow changing the canSetProjectState TabulationFullAccess project state TabulationMediumAccess Allow creating new canCreateProjects TabulationFullAccess projects TabulationMediumAccess Allow modifying canAlterProperties TabulationFullAccess properties TabulationMediumAccess Promote Project WebSiteToSiteActivate Quotas Review Quotas CATISupervisor Allow editing quota canEditPrioritization prioritization Allow editing quota canEditTargets CATISupervisor targets Allow editing quota canEditAll CAT Supervisor targets completes and prioritization Remote Administrator RemoteManager Review Interviews ReviewInterview CATISupervisor Can set
57. status and you can choose to exclude projects with certain statuses from the list Activities list You can sort activities by name or type and can suppress their descriptions Language The text in the Interviewer Server Administration GUI is normally displayed in English but translations in other languages are available If your browser s language is set to a language that is available in Interviewer Server Administration then your Interviewer Server Administration language will be set to match the browser language For more information see the topic IBM SPSS Data Collection Interviewer Server Administration in other languages on p 4 If you have your browser set to work in one language but want to run Interviewer Server Administration in a different language you may set the language within Interviewer Server Administration For example if your browser runs in Japanese then Interviewer Server Administration will automatically run in Japanese too If your browser runs in English and you want to run Interviewer Server Administration in Japanese set the language to Japanese in Interviewer Server Administration Browser favorite You can add Interviewer Server Administration to your browser s Favorites Controlling how Interviewer Server Administration displays projects and activities Choose Options gt Preferences This opens the Project Options page Apply Changes Project Options ae Exclude projects with the following status
58. the case when you are working on a project with other people In that situation it is important that you check files in and out regularly and at the appropriate points in the project s development cycle as this ensures that each user has access to the latest versions of the project s files Recommendations The following recommendations should ensure that everyone working on a project has access to the latest versions of the project files m When you start work on an existing project always run Files and look to see whether there are any project files in the Shared folder If so check these files out This places copies of those files in your User folder m When you start work on a new project check your files in regularly For example if you are designing a new questionnaire using Build you might want to check your files in when you have finished the first draft of the questionnaire m Ifyou have finished working on the project for the time being and have checked all your files in unlock the project so that other users know that they can use the files 149 IBM SPSS Data Collection Interviewer Server Administration User s Guide It is possible to unlock a project without checking in files but this is bad practise as this is how newer files can be overwritten with out of date ones If you unlock a project that already has files in the Shared folder and you are interrupted before you have time to check in your latest files some
59. the default settings m Specify additional project details such as the project ID or the project folder m Specify which roles may access the project The default is for only the creator and members of the DPMAdmins and CustomerAccountAdmins roles to have access To specify additional project details select the Project tab E Advanced Web Page Dialog xi Permissions Project ID Project Folder lt Top level gt 19 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Ifyou do not like the Project ID that Interviewer Server Administration has chosen enter the name that you want to use as the basename for all files associated with this project gt Click Check to verify that the name you have chosen is valid gt The Project Folder field allows you to group projects using characteristics of your choice How you use this field depends on your permissions m Everyone can choose an existing folder name to place the project in that folder or lt Top level gt to create a project in the top level of the project hierarchy m Ifyou have permission to manage project folders you may choose lt Create new folder gt to place the project in a new folder with a name of your choice enter the folder name when prompted to do so Note The hierarchical project list is a display feature only It does not create a hierarchical structure on the disk All projects are created in your user folder f
60. the files it needs If the files exist these are the ones that Survey Tabulation uses m Ifthe files do not exist in the user s folder Survey Tabulation checks for them in the shared folder If the files exist these are the ones that Survey Tabulation uses Unlike the Interviewer Server activities Survey Tabulation does not copy the files into the user s folder m Ifthe files exist in neither location you will get an error For information about how Survey Tabulation manages Tables Document mtd files see the Survey Tabulation documentation Starting Files gt Choose the project whose files you want to work with and click Files Viewing File Details ManageFiles Project Id MYFIRSTINTERVIEW Project Name MyFirstInterview Description Change the properties of a file by selecting it and choosing an action from the menu above Current Directory File Name catifields_MYFIRSTINTER IEW mdd MO7 02 2005 11 45 18M Shared Folder File Modified 02 02 2005 15 42 38 File Size 40KB D i Templates Private 07 02 2005 11 42 43 e T catifields_MYFIRSTINTERVIEW mdd Checked Out 02 02 2005 17 13 18 E amp E myFirstinterview mmdd Checked Out 02 02 2005 16 37 17 D MYFIRSTINTERVIEW_srconfig prd Private 02 02 2005 16 30 44 My Folder Last Modified 02 02 2005 17 13 18 File Size 40KB 146 Chapter 7 The frame in the center of the Files page lists the names of all files that you can access associated with the current pr
61. the spreadsheet overwrites the existing one in the Interviewer Server Administration database Users Names the users to be added to Interviewer Server Administration The worksheet must contain a column called UserName that names the users you want to add It may also contain Description Password Roles Action and Position columns Descriptions may be up to 250 characters long The Roles column lists the roles of which each user is a member If the user is a member of more than one role the names must be separated by semicolons The Action column has three options Disable D disable an existing user Remove R remove an existing user Add A add a new user The Position column indicates the interviewer s position in the telephone room seat number for instance For example UserName Description Password Roles Action Position benjamin Benjamin Rabblts ProjMan ScriptwrittAAdd bsA 1 Brown jose Jose Mendoza J6KTSY Scriptwriter Disable or D 2 davinder Davinder Patel Pandora99 Analysis Remove or R 3 Notes m Ifthe Action column is not defined in the spreadsheet the user records are processed as normal This means that when the user exists in user database the user description password and role assignment are updated Otherwise the user is added to the user database m The Position column is required when using the IBM SPSS Data Collection Load Tool Interviewer Logins interface Refer to the
62. the values for the properties on the Connection and Advanced tabs The following table lists all of the available connection properties Property Name Description Data Type Connect Timeout The length of time in seconds Long to wait for the initialization to complete Data Source The CDSC name to be used String with the connection This is the internal name of the CDSC for example mrRdbDsc2 For more information see the topic DSCs Supplied with the IBM SPSS Data Collection Data Model on p 38 34 Chapter 1 Property Name Description Data Type Initial Catalog The full or relative path to an MDM document mdd file or a metadata source for which an MDSC is available in which case the name of the MDSC should be given in the MR Init MDSC property String Location The name or location of the data source For file or directory based data stores this is the path to the file or directory The Data Model will treat a relative path as being relative to the metadata file specified in the Initial Catalog property If Initial Catalog is not set the Data Model will treat a relative path as being relative to the current directory The Data Model resolves a relative path to an absolute path before passing it to the CDSC For OLE DB based data stores this is the OLE DB connection string String Mode This is used internally to filter the CDSCs in the Data Link P
63. under the System customer account m The System customer account cannot be removed or deleted Adding a customer account gt Inthe left tree click the New Customer Account button Figure 1 10 New Customer Account button 2 63 IBM SPSS Data Collection Interviewer Server Administration User s Guide The Customer Account dialog displays providing options for configuring the account parameters Figure 1 11 New Customer Account dialog lt ii Interviewer Server Admi bamer vackoround png E amer swooshpng CE RoundedTableContol B RoundedTableContol E B A E Name The customer account name Enter an appropriate name customer account names must be unique DisplayName The customer account name as it will display for users Enter an appropriate name Description The customer account description Enter an appropriate description Product Name Identifies a product name image to use for the customer account The default image size is 379 x 35 Logo Identifies a company logo image to use for the customer account The logo displays as the top banner for most Data Collection web based applications The default image size is 41 x 15 Default Page Picture Identifies the default image that displays when each IBM SPSS Data Collection Interviewer Server activity launches The default image size is 450 x 300 Banner Background Tile Identifies the banner s background image The default image siz
64. up supervisor canSetupSupervisorStations stations Status ReviewProject CATISupervisor Survey Reporter Server Reporter TabulationFullAccess Edition TabulationMediumAccess TabulationMinimumAccess Can display charts canDisplayCharts Can manage shared canManageShared TabulationFullAccess TabulationMediumAccess Has full access FullAccess TabulationFullAccess Has medium access MediumAccess TabulationMediumAccess Has minimum access MinimumAccess TabulationMinimumAccess 104 Chapter 7 Display name Internal name Roles assigned to this activity or feature by default Survey Results InterviewReporter CATISupervisor Survey Tabulation mrTables TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Can display charts canDisplayCharts Can manage shared canManageShared TabulationFullAccess TabulationMediumAccess Has full access FullAccess TabulationFullAccess Has medium access MediumAccess TabulationMediumAccess Has minimum access MinimumAccess TabulationMinimumAccess User Administration UserAdministration CATISupervisor Can add role canAddRole Can add user canAddUser CATISupervisor Can assign activity canAssignActivity CATISupervisor Can assign project canAssignProject CATISupervisor Can assign role canAssignRole CATISupervisor Can create custo
65. webkit transition background color 3s ease in out transition background color 3s ease in out Active submenu item clActiveMenulItemBorderl clActiveMenuItemOn background color 666 normal 71 IBM SPSS Data Collection Interviewer Server Administration User s Guide moz transition background color 3s ease in out webkit transition background color 3s ease in out transition background color 3s ease in out Sample customization themes Two customization themes are installed with the IBM SPSS Data Collection Developer Library that allow you to customize the user interface for customer accounts m Black This new black theme can be used to customize the user interface for customer accounts m Simple This new simple theme can be used to customize the user interface for customer accounts The samples are installed with the Data Collection Developer Library at INSTALL_FOLDER IBM SPSS DataCollection 6 DDL ISA Rebranding Editing customer accounts gt In the left tree select the appropriate customer account gt Click the Edit Customer Account button Figure 1 14 ny gt Make the appropriate changes and click OK when finished You can change all settings except for the customer account name Refer to Adding customer accounts for more detailed information on each customer account option Removing customer accounts Removing a customer account effectively removes all of the account s users
66. will be recombined and presented as one variable Note For some languages you will also need to upload a sav ini file specifying the language of the sav file so that Survey Tabulation can read it for example mrSavDsc SavLanguage JPN The name of this file must be lt savfilename gt sav ini for example myproject sav ini For further details see the Language Handling by SPSS Statistics SAV DSC section in the Data Collection Developer Library Quancept ODI DRS file When you are using Quancept data generally the metadata is in the form of a qdi file and the case data is in a drs drz or dru file Data Collection XML format By default Survey Tabulation uses the hierarchical view when you work with case data in the XML format However when you export data to XML the data is generally written in the flat VDATA format The Data Collection Developer Library comes with a sample mrScriptBasic file called CdscHdataTransfer mrs that you can use to export hierarchical data to an XML file in the hierarchical HDATA format Alternatively you can select the flat view within Survey Tabulation When you use case data in the XML format the metadata is generally in the form of an mdd file Relational MR database When the case data is stored in a relational MR database the metadata is generally stored in an mdd file and is generally the only file you need to upload If the database is in the form of an SQL Server backup you need to
67. with the same name as the user name If you are using domain or workgroup user names as Interviewer Server Administration login names the in the domain or workgroup name is converted to an underscore in the folder name For example the folder name for SPSS bjohnson is SPSS_bjohnson Because of this do not create Interviewer Server Administration user names that result in folder names that match those required for domain or workgroup names In the example avoid SPSS_bjohnson as a Interviewer Server Administration user name When a user creates a new project Interviewer Server Administration creates a project folder with unique name based on the user s Interviewer Server Administration user name Interviewer Server Administration does not support Japanese characters in pathnames so make sure that any user accounts that you create do not contain Japanese characters Users can optionally have user properties assigned to them These define special abilities or qualifications that the user has in relation to one or more activities Typically they are used to set up interviewer qualifications that are used in determining which records each interviewer receives for calling 73 IBM SPSS Data Collection Interviewer Server Administration User s Guide Adding a new user gt In the left tree click Users under the appropriate customer account If you are not using customer accounts click Users under the System account A list of current us
68. 1 28 Edit user properties icon gt gt Click the Edit user properties icon in the toolbar This opens the Edit User Properties dialog box Figure 1 29 Choose role for property group A Edit User Properties Web Page Dialog Eg Manage User Properties Define a group of properties CATiinteriewer for CATlinterviewer Select a user role from the list of existing roles above Then add or modify properties for that role in the table below Property Groups InterviewerQualifications Interviewer qualifications HandleQueue_REFUSED Language gt Inthe Property Groups frame click the group whose properties you want to change and when the line is shaded in grey click the Edit property icon in the frame s title bar This opens a new page listing the properties defined for the group Figure 1 30 Create edit user properties Z Edit User Properties Web Page Dialog Edit User Properties Create edit a group of user properties for CATlinterviewer Group Name InterviewerQualifications Group Description Interviewer qualifications Define edit the properties in the table below User Properties OL Handle queue refused Bool single True False Matches Any Languages spoken by English French Spanish interviewer Language Category multiple icantsnesen Unda Matches Any 93 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Inthe User Properties frame click th
69. 60 Chapter 7 If you need to amend the problem description you may do so by editing the file and saving it back into the zip file There is no need to rerun the download simply for this Appendix A Notices This information was developed for products and services offered worldwide IBM may not offer the products services or features discussed in this document in other countries Consult your local IBM representative for information on the products and services currently available in your area Any reference to an IBM product program or service is not intended to state or imply that only that IBM product program or service may be used Any functionally equivalent product program or service that does not infringe any IBM intellectual property right may be used instead However it is the user s responsibility to evaluate and verify the operation of any non IBM product program or service IBM may have patents or pending patent applications covering subject matter described in this document The furnishing of this document does not grant you any license to these patents You can send license inquiries in writing to IBM Director of Licensing IBM Corporation North Castle Drive Armonk NY 10504 1785 U S A For license inquiries regarding double byte character set DBCS information contact the IBM Intellectual Property Department in your country or send inquiries in writing to Intellectual Property Licensing Le
70. Administration application gt Complete the fields in the dialog box and click OK to create the new account In the dialog box Assign this role to the Interviewer Server Administration application is selected by default to ensure that members of this role can run Interviewer Server Administration You should not normally need to cancel this option gt On the next dialog box select the users projects and activities that should be added to this role and click OK r admin F ben E sPss wfeng 78 Chapter 7 Removing roles gt In the left tree click Roles under the appropriate customer account If you are not using customer accounts click Roles under the System account A list of current roles appears on the right of the screen gt Click Remove on the line for the role you want to remove gt Confirm the request when prompted to do so Assigning users to roles You can assign users to roles when you add the user to IBM SPSS Data Collection Interviewer Server Administration or as a separate task at a later date Note If you want IBM SPSS Data Collection Interviewer Server to take interviewer qualifications into account when assigning calls to interviewers you must make interviewers members of the CATIinterviewer role 79 IBM SPSS Data Collection Interviewer Server Administration User s Guide Either gt In the left tree click Roles under the appropriate customer account If you are not
71. Administration removes characters from the end of the ID before appending the number If none of these changes results in a valid project ID Interviewer Server Administration generates an ID based your user name and the date and time modifying it to produce a unique and valid ID if necessary for example ben0501191226 Note When customer accounts are employed the generated ID is prefixed by the customer account name for example customeraccountname_ben0501191226 18 Chapter 7 To Create the New Project in Interviewer Server Administration Make sure that your data files are ready for uploading For more information see the topic Preparing Your Data Files For Uploading on p 15 On the toolbar at the top of the My Projects list click the New Project button Figure 1 7 New Project button LJ This opens the New Project dialog box A New Project Web Page Dialog Project Type Analyze existing data Name Description advanced From the Project Type drop down list select Analyze existing data In Name enter the project s name as you want it to appear in the project list In Customer Account select a customer account for the project If you are not using customer accounts select the System account Optionally in Description type a more detailed description of the project If you want to do any of the following click Advanced If not click OK to create the project using
72. Chapter 7 Show users whose User Name iv Starts with iv E System Users B Roles Projects gt E Roles Projects Activities Activities User Name Activation DPMAdmin Activation History Enter your search condition above Then select the Find button SPSS DDTestUser SPSS mrpdtest useri Email Export Data Files Interviewer Monitoring Interviewer Server Administration Interviewing Activity Report Launch Manage Logs J Participant Rules Participants Phone Phone Participarke Phone Surveys Project Editor Promote Project Quotas Al Remote Administration gt Deselect the activities you want to unassign and click OK You can also click Add Remove to open the Add Activity dialog box Deselect the activities you want to unassign and click OK Or gt In the left tree click Activities under the appropriate customer account If you are not using customer accounts click Activities under the System account The activities and activity features appear on the right hand side of the page gt Select the activities that you want to unassign then select the Users or Roles tab in the right table This displays the users and roles to which the activities are currently assigned gt Deselect the users or roles you want to unassign and click OK You can also click Add Remove to open th
73. Database or Excel Files as appropriate If your data source is a Microsoft SQL Server database that is not a Data Collection relational database select Microsoft OLE DB Provider for SQL Server in the Provider tab and enter the server name and database name in the Connection tab Then click OK to close the second Data Link Properties dialog box and return to the Connection tab of the first Data Link Properties dialog box Delimited Text File Excel The name and location of the csv file Data Collection Database MS SQL Server This must be an OLE DB connection string For more information see the topic Connecting to a Relational MR Database Using RDB DSC 2 on p 31 Data Collection Log File The name and location of the log file Typically log files have a tmp filename extension However some log files may have another filename extension If necessary you can rename the file so that it has a tmp filename extension Data Collection XML Data File The name and location of the xmi file In2data Database The name and location of the i2d file Quancept Data File DRS The name and location of the drs drz or dru file Quantum Data File DAT The name and location of the dat file If a dau file is created it will have the same name but with the file name extension of dau Quanvert Database The name and location of the qvinfo or pkd file 27 IBM SPSS Data Collection Interviewer Server Administration User s Guide
74. Folders or Collapse All Folders icon as appropriate Moving existing projects into folders Figure 1 4 Cut icon is f Figure 1 5 Paste icon If you have the right permissions you can move projects into folders or from one folder to another The easiest way to move a project is to drag it from its current location to the new one Alternatively proceed as follows gt Select the project gt Click the Cut icon The project s name is dimmed gt Select the new project location gt Click the Paste icon Note Drag and drop is not supported for Firefox browsers 11 IBM SPSS Data Collection Interviewer Server Administration User s Guide Renaming projects and folders m To rename a project select it and click the Edit Project Properties icon For more information see the topic Changing Project Details on p 46 m To rename a folder double click on the folder name and enter the new name in the box that appears around the folder name Press Enter to save the change Note If you rename a folder that contains some projects that you cannot access IBM SPSS Data Collection Interviewer Server Administration creates a copy of the original folder with the new name you have given it and moves all the projects you can access from the original folder into the new one The projects that you cannot access remain in the original folder You will see only the new folder with the projects you can access Users who can access
75. Guide Figure 1 44 View Logs tab s barbara Download Logs View Settings BJH View Logs select DateTime AppGroup Project RespondentID InterviewID LogEntry from vdata where loglevel lt fatal error order by DateTime Log Files DateTime AppGroup 25 10 2007 13 04 24 MON BEES SessionData 25 10 2007 13 04 24 MON SessionData are SessionData 25 10 2007 13 04 24 MON SPSSMR Mana 25 10 2007 13 04 35 ISE ERROR Error 25 10 2007 14 58 54 WLB vnSddaS5SxibpitSSzaju EXCEPTION 25 10 2007 15 26 49 WLB vnSddaSSxibpitSSzaju EXCEPTION 25 10 2007 17 08 18 WLB wOpmubSSasmrry552ki4 EXCEPTION 25 10 2007 18 06 13 ISE ERROR Error X Initially records are filtered according to the settings on the View Settings tab so that for example you may see only records from certain files and for certain dates Within these restrictions you can request records from a selected machine only and can filter the records using an SQL query This allows you for example to select only records that are flagged as belonging to a particular project or that relate to events between noon and Spm on a certain day The default is to display all records logged at the Info Warning Error or Fatal logging levels and to sort them in ascending date and time order If you want more information about logging levels refer to Logging Level in the Log DSC section of the IBM SPSS Data Collection Developer Library documentation
76. In the Build activity the response type for categorical responses if none is selected DefaultPresentationTemplate In the Build activity the name of the presentation template file to use when a question has no other template defined DialingProvider ExpiryDateTime The name of the dialing sample management provider to use specified as the ProgID of the provider class Existing names are QsampExtSM Provider and QSampGroupSM Provider The property is empty when the project does not use a dialer Specifies a project expiry time that controls the last time that an interview can occur for a project in web or phone mode including prohibiting appointments to be set after the expiry time HiddenCodesList Call outcome codes that should not be displayed in the list that interviewers see This list contains codes such as COMPLETED that are normally assigned by the interviewing program itself or by the project s sample management script Supervisors can view and change this list using the Phone Surveys activity Data Collection administrators can view and change it using DPM Explorer InterviewRejectedPage The page to be shown when authentication fails and no retries are to be offered This can be in the form of a URL or the name of a template InterviewRejectedType The form of the InterviewRejectedPage property valid states are URL or TEMPLATE InterviewRestart Whether an interview shoul
77. Name The version name Version names are made up of a combination of the major version and minor version numbers in the form Major Minor where Major is the number of the major version and Minor is the number of the minor version Changes in the major version number indicate that the structure of the case data has changed for example variables or categories have been added or deleted whereas changes in the minor version number indicate that the changes affect the metadata only for example a question text has been changed Version names are created automatically when a version is locked A version that has not been locked is always called LATEST m Created by The ID of the user who created the version Created Date This shows the date and time at which the version was locked Description When present this is a text that gives information about the version Languages Select the language you want to use You can change the language only if there is more than one language defined Contexts Select the user context you want to use The user context controls which texts are displayed For example select Question to display question texts or Analysis to display shorter texts suitable for displaying when analyzing the data LabelTypes Select the label type you want to use You should generally select the Label option Version Expressions When you open a metadata mdd file you can specify the version or versions you want to use
78. SPSS Data Collection Developer Library DDL documentation Displaying Short Names for Variables that use Namespaces If your variable names use namespaces you may want to display the variables in IBM SPSS Data Collection Survey Tabulation without using the full namespace to improve the table display For example if your variables have names such as CompanyName DivisionName SurveyName VariableName you may only want the VariableName part to be displayed in the tables you create 40 Chapter 1 You can restrict the number of levels from the full namespace that are displayed in Survey Tabulation by editing the project properties in IBM SPSS Data Collection Interviewer Server Administration The changes you make apply to all of the variables in a project To Change the Number of Namespace Levels Displayed in Variable Names In Interviewer Server Administration select the project and click the Edit Project Properties icon Figure 1 8 Edit Project Properties icon ny In the Edit Project window click the Properties tab In the Name field choose lt Click here to add property gt Enter LevelsShown as the name of the property In the Value field enter the number of levels from the namespace that you want to appear in Survey Tabulation For example type 1 to display only the final level from the namespace Note For projects containing grid variables enter a value of at least 2 to ensure that the full grid name is di
79. SS Data Collection Function Library If you are unable to set up the filters you want using the methods shown in this topic refer to the Data Collection Function Library topic in the IBM SPSS Data Collection Developer Library documentation for details of further filtering keywords You can create filters that combine two or more criteria for example household insurance in the east To do this type the two filter expressions one after the other separated with either And or Or And Both expressions must be true in order for the user role to see the data Or One or both expressions must be true in order for the user role to see the data The filter for household insurance in the east might be InsuranceType ContainsAny Household And Region East Compare this with InsuranceType ContainsAny Household Or Region East which gives access to all household data for the eastern region but also to all data about household insurance in any region and all data about any type of insurance in the eastern region 139 IBM SPSS Data Collection Interviewer Server Administration User s Guide Setting up global filters Launch the User Administration activity from the Tools menu In the left tree click the Users Roles or Projects under the appropriate customer account for which you want to define a global filter If you are not using customer accounts click Users Roles or Projects und
80. TISupervisor SurveyCreatorAdvanced SampleManager SurveyLauncher Can view participants canViewSample CATISupervisor Can view summary canViewSummary CATISupervisor Phone CatiReports CATISupervisor Can display charts canDisplayCharts Can view all interviewers canViewAllInterviewersData CATISupervisor data Phone Participants CatiInterview CATISupervisor CATIInterviewer Can set up interviewer canSetUpInterviewerStations CATISupervisor stations CATIInterviewer Phone Surveys CatiSupervisor CATISupervisor Can delete call outcomes canDeleteCallOutcomes CATISupervisor Can edit appointment canEditAppointment CATISupervisor settings Can edit call outcomes canEditCallOutcomes CATISupervisor Can edit call times canEditTimes CATISupervisor Can edit dialer settings canEditOtherSettings CATISupervisor Can edit fields canEditFields CATISupervisor Can edit interview canEditInterviewerSettings CATISupervisor settings Can edit ordering canEditOrdering CATISupervisor Can edit overrides canEditOverrides CATISupervisor 103 Display name IBM SPSS Data Collection Interviewer Server Administration User s Guide Internal name Roles assigned to this activity or feature by default Can edit parameters canEditParameters CATISupervisor Can save appointment canSaveAppointmentSchedule CATISupervisor
81. This topic describes the syntax that you use to specify the version or versions You can specify a single version using its name Version names are made up of a combination of the major version and minor version numbers in the form Major Minor where Major is the number of the major version and Minor is the number of the minor version Changes in the major version number indicate that the structure of the case data has changed for example variables or categories have been added or deleted whereas changes in the minor version number indicate that the changes affect the metadata only for example a question text has been changed Version 30 Chapter 1 names are created automatically when a version is locked A version that has not been locked is always called LATEST You can open the latest minor version that belongs to a specified major version by entering the major version number followed by a colon For example if there are minor versions 2 1 2 2 and 2 3 specifying 2 will open minor version 2 3 You can use an expression to open a superset sometimes called a superversion of two or more versions The order in which you specify the versions determines the order of precedence that is used when there is a conflict between versions The rightmost versions in the expression take precedence over the leftmost For example if a category label differs in the versions you select the text in the version with the highest precedence wil
82. a Collection Interviewer Server Administration It is for display purposes only and you can change it at any point in the project s life cycle The ID is the name that the Interviewer Server Administration activities will use when creating files associated with the project so it is usual to make it the same as the project name if possible Once the ID has been set you cannot change it even if you change the project name Because the project ID is used in filenames it has to be something that is valid for filenames The rules are these m The ID must be unique m It must start with an English letter A to Z a to z m The rest of the name may contain English letters and the digits 0 to 9 If the project name meets these criteria Interviewer Server Administration uses it as the project ID you can change this if you wish If not Interviewer Server Administration copies the name and then makes the following changes in an attempt to make it acceptable Once an acceptable ID emerges no further changes are made Remove invalid characters non English letters or punctuation for instance If this results in a zero length ID Interviewer Server Administration generates an ID based on your user name as described below If the ID starts with a number Interviewer Server Administration inserts the letter A at the start of the ID If the ID is longer than 64 characters it is truncated to that length If the ID is not unique Interviewer Server A
83. above Then select the Find button DPMAdmin SPSS DDTestUser SPSS mrpdtest Remove AndyTest1 ANDYTEST1 Edit 131 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Click Add Remove This opens the Add Project dialog box J AndyTest1 ANDYTEST1 MultiMode1 MULTIMODE1 gt Select the projects to which this user or role should be assigned and click OK Or gt In the left tree click Projects under the appropriate customer account If you are not using customer accounts click Projects under the System account A list of current projects appears on the right hand side of the page gt Select the project that you want to assign then select the Users or Roles tab in the right table This displays the users or roles to which the selected project is currently assigned 132 Chapter 1 Projects Show projects whose Project Name iy Starts with FI System users 8 Roles Projects EB Activities MultiMode1 MULTIMODE1 Enter your search condition above Then select the Find button Show 25 1 20f2 1 10f1 OK Cancel 133 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Click Add Remove This opens the Add User or Add Role dialog box E CATlinterviewer CATIsupervisor CustomerAccountAdmins DPMAdmins ProjectManager SampleManager S
84. accomplished via a custom css file Basic elements such as the logo image may be re dimensioned or repositioned through the css file More complex elements can be restyled as well Rounded tables Rounded tables are created using a collection of css classes that define Dark dark headers or Light light headers tables and are based on the HTML table structure The outline color of the table is set using a special class and the inside background color is also set using a class name Figure 1 12 Rounded table example RoundedTableDarkHeaderTL RoundedTableDarkHeader RoundedTableDarkHeaderTR Sata Collection Activities as Project Id PROJEC Project Name RoundedTableLightInfo Project Description RoundedTableDarkFooterBt RoundedTableDarkiInfo races eechhnteninedadhanaah gt RoundedTableDarkHeaderTL RoundedTableLightHeader RoundedTableDarkHeaderTR e RoundedTableDarkInfo rm gpl aha aie es gt Manage RoundedTableLightHeader xs RundedTableDarkFooterBL RoundedTableDarkInfo A RoundedTableDarkFooterBR RoundedTableOuterBorder The previous example includes all of the different class names used to style the rounded table elements The following table provides a short description for each class Class name Description RoundedTable Table element representing a rounded table RoundedTableDarkHeaderTL Top left corner of a dark headed rounded table RoundedTableDarkHeader Middle part of the top banner in a dark headed roun
85. ace is customizable using a combination of css files and uploaded images Basic Customization Basic customization is accomplished through the User Administration activity After launching the User Administration activity select the account you would like to re brand from the list on the left and then select the edit properties icon from the toolbar above the account list You are presented with a dialog that allows you to specify upload or download the following items m Name read only m Display name m Description m CSS file you can specify styling for any item in the Interviewer Server Administration interface m Logo you can specify a new logo to replace the IBM logo default dimensions are height 15px width 41px m Default page picture serves as the background image for activity launch pages default dimensions are height 300px width 450px m Display name image displays the specified image instead of the default Interviewer Server Administration image m Banner background image changes the image used for the banner background m Banner overlay image changes the image that is centered on the banner m Home page read only m Tab images you can upload a zip file that contains a collection of images that is used to build the tabs within the Interviewer Server Administration interface Changing the logo By default the logo is a 41px width by 15px height IBM logo You may specify a new image in t
86. ady exists in your user folder you will be asked whether to overwrite the existing file or merge the uploaded file into the existing file If the zipped file contains a folder structure Files creates new subfolders within the project folder to match this structure This ensures that the relationships between the files in the zipped file are maintained when the files are uploaded You can create subfolders within the project folder and upload files into subfolders You might want to do this if you want to keep template files and stylesheets separate from the other project files or if you have language specific files that you want to store separately Notes m The Files activity does not support pathnames or filenames containing Japanese characters If you want to upload a file whose name contains Japanese characters you should rename it first m If you are using Internet Explorer with a pop up blocker installed and you are uploading files from different machines using the IP addresses of those machines you must turn off the pop up blocker if you want to upload zipped files To Upload Files into your User Folder gt Ifnecessary navigate to the subfolder into which you want to upload files gt From the Files menu choose Actions gt Upload This opens the Upload Files dialog box The Files to Upload list is empty when you start but will later display the names of the files you have chosen to upload Z Upload Files Web Page Dialog
87. age gt Enter your user name and password 3 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Optionally select Remember my user name for future logins With this selected Interviewer Server Administration automatically displays your user name so you just have to enter your password gt Click Login The main Interviewer Server Administration page is displayed gt Do one of the following m To work on an existing project select the project in the project list m To create a new project click the New Project icon in the toolbar above the project list Note If you want to simultaneously login to separate Interviewer Server Administration sessions as different users select the Internet Explorer File New Session option Recommended browser settings for IBM SPSS Data Collection Interviewer Server Administration Recommended browser settings for running IBM SPSS Data Collection Interviewer Server Administration are as follows m Clear the browser s cache you should do this each time a new version is installed m Load pages on each visit Do not display friendly HTTP error messages E Cookies enabled Configuring your browser gt Open your browser and select Tools gt Internet Options This displays the Internet options dialog box gt Make some or all of the following changes Setting Action Clearing the cache On the General tab click Delete Files and conf
88. agement while the ProjectInactivePage property specifies the URL or template to display when a user tries to run an interview on an inactive project You use the Properties tab in Edit Project to view and if necessary add change and delete project properties However note that changing the project properties in this way will change the properties for the whole project including any live interviews that are in progress and for all users CHa Project Permissions Connection Edit Project Interviewer Server Data Collection Y Properties ActiveVersion String TestVersion String InterviewRestart 1 String RoutingContext Web_Surey String InterviewStartURL http S6PUBSSERVER mrlWeb mrl Veb dil l Project COFFEE_SURVEY String UseDefaultURLs 1 String AuthenticatePage authenticate htm String 4uthenticateType Template String AuthFailedPage authfailed htm String AuthFailedType Template String AuthRetryPage authretry htm String 4uthRetryType Template String CompletedInterviewPage String Adding a Properties When you create a project in IBM SPSS Data Collection Interviewer Server Administration and you specify the application type this places the appropriate set of default properties in DPM for that project If you want to use a project for both data gathering and analysis you must add a second application type and then specify the necessary properties for that application type 50 Chapter 7 You can also add other
89. alifications Add properties to the property group for example Language spoken Refusal converter Assign properties to users For existing users simply modify the user s account and click the User Properties button to assign the properties when creating new users you will be prompted to assign properties as part of the user creation process You can also change the definitions of properties within a group delete properties from a group and delete property groups Although it is browser based User Administration works in a similar way to Windows Explorer It displays an expandable tree like structure on the left of the page for viewing current user and group details and uses the right hand side of the page for displaying more detailed information and links for possible actions 61 IBM SPSS Data Collection Interviewer Server Administration User s Guide Users Show users whose User Name Starts with x E System Enter your search condition above Then select the Find button Users B Roles ci Projects Roles Projects Activities Activities l nm DPMAdmin SPSS DDTestUser SPSS mrpdtest useri Show When you have finished using User Administration click the Home icon in the menu bar Note If you want to use User Administration you must be authorized in Interviewer Server Administration to use it and must be a member of the role named in the HKEY LOCAL MACHINE SOFTWARE
90. all projects will see your new folder as well as the original folder with the projects that only they can access Refreshing the project list Figure 1 6 Refresh icon a Leal Normally IBM SPSS Data Collection Interviewer Server Administration redraws the project list to reflect the changes you make If this doesn t happen click the Refresh icon to refresh the project list manually Creating a new project When you create a new project you define what type of project it is give it a name and description specify a customer account and define who may work on it You may also place the project in a folder of similar or related projects for example in a folder of projects for a particular customer or in a folder of projects to do with a particular topic Note Folders are a visual management tool only Placing a project in a folder does not create a subfolder in your projects folder on the disk There are two types of projects m Interviewer Server These are projects for which you will be using IBM SPSS Data Collection Interviewer Server to gather data Interviewer Server includes tools for building the questionnaire running test interviews and viewing topline tables If you also have IBM SPSS Data Collection Survey Tabulation you can use Survey Tabulation to analyze the survey data that you collect using Interviewer Server m Analyze existing data These are projects for which you want to use Survey Tabulati
91. anced SurveyReviewer SurveyCreatorAdvanced Analyst SurveyCreator SurveyCreatorAdvanced Translator SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced questions Build InterviewBuilder Allow activating from canActivate activity Delete BackupAndRestore TabulationFullAccess TabulationMediumAccess Allow delete project canDeleteProjects TabulationFullAccess TabulationMediumAccess Dialer Administration DialerAdmin CATISupervisor Email SampleEmailManager CATISupervisor Export Data InterviewExporter CATISupervisor TabulationFullAccess 117 Display name IBM SPSS Data Collection Interviewer Server Administration User s Guide Internal name Roles assigned to this activity or feature by default Can alter data link canAlterConnectionProperties CATISupervisor connection properties ProjectManager SurveyCreatorAdvanced TabulationFullAccess Files ManageFiles TabulationFullAccess TabulationMediumAccess Interviewer Monitoring CatiMonitoring CATISupervisor Can set up supervisor canSetupSupervisorStations CATISupervisor stations Interviewer Server Launcher CATISupervisor Administration CATIInterviewer TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Allow
92. anging 50 51 connection 47 deleting 50 full list 51 importing from another project 51 working with 49 Project status changing 46 ProjectManager role 57 Projects assigning users roles to 129 creating 11 creating for analysis 14 creating for IBM SPSS Data Collection Interviewer Server 12 deleting 41 how to display in project list 8 IBM SPSS Data Collection Interviewer 40 locking unlocking 42 43 moving to different folders 9 placing in folders 10 renaming 11 unassigning users roles from 133 QuotaAutoCommit setting for a project 49 refreshing 11 Relational databases connecting using RDB DSC 2 31 Relational MR Database RDB CDSC connecting using RDB DSC 2 31 setting FavorMemory and FavorSpeed options 31 removing customer accounts 71 Roles adding 75 assigning activities to 127 assigning to activities 107 assigning to activity features 113 assigning to projects 129 166 Index assigning users to 78 removing 78 removing from activity features 125 removing users from 83 unassigning from activities 111 unassigning from projects 133 runonce mrs 41 Sample data IBM SPSS Data Collection Survey Reporter 14 IBM SPSS Data Collection Survey Tabulation 14 SampleManager role 58 Screen layout 4 Shared folder checking files out 147 copying files into 146 purpose of 144 undoing check outs 147 Superversions expressions for 29 selecting in Data Link Properties dialog box 27
93. ant to assign then select the Activities tab in the right table This displays the activities and activity features to which this user or role is currently assigned 122 Chapter 1 Show users whose User Name x Starts with Eg System amp Users B Roles Projects EB Activities Enter your search condition above Then select the Find button Activation DPMAdmin Activation History SPSS DDTestUser HSS SPSS mrpdtest Remove usert Remove Dialer Administration Email Export Data I Interviewer Monitoring Interviewer Server Administration Interviewing Activity Report E Launch Manage Logs If Participant Rules I Participants T Phone l Phone Participanl Phone Surveys Project Editor Promote Project Quotas Cm O K gt Click Add Remove This opens the Add Activity dialog box 123 IBM SPSS Data Collection Interviewer Server Administration User s Guide ie Activation P CanActivateInTestMode PJ CanActivateInActiveMode E CanActivateRestrictedScript af CanViewAdvancedSettings fF CanEditAdvancedSettings M Activation History 16 Author P Create Open Save a Questionnaire P Can save file to local directory E Can save file to server gt Select the activity features to which this user or role should be assigned and click OK Or gt In the left tree click Activities under the appropriate customer account If you are not using
94. apter 1 Show users whose User Name x Starts with Eg System amp Users B Roles Projects EB Activities Enter your search condition above Then select the Find button Activation DPMAdmin Activation History SPSS DDTestUser HSS SPSS mrpdtest Remove usert Remove Dialer Administration Email Export Data I Interviewer Monitoring Interviewer Server Administration Interviewing Activity Report E Launch Manage Logs If Participant Rules I Participants T Phone l Phone Participanl Phone Surveys Project Editor Promote Project Quotas Cm O K gt Click Add Remove This opens the Add Activity dialog box 109 IBM SPSS Data Collection Interviewer Server Administration User s Guide ie Activation P CanActivateInTestMode PJ CanActivateInActiveMode E CanActivateRestrictedScript af CanViewAdvancedSettings fF CanEditAdvancedSettings M Activation History 16 Author P Create Open Save a Questionnaire P Can save file to local directory E Can save file to server gt Choose the activities to which this user or role should be assigned and click OK Or gt In the left tree click Activities under the appropriate customer account If you are not using customer accounts click Activities under the System account The activities and activity features appears on the right hand side of the page gt Select the activities that you wan
95. ase data and metadata in the standard IBM SPSS Quancept QDI DRS format mrQdiDrsDsc IBM SPSS Quantum DSC IBM SPSS Quanvert DSC Reads and writes case data in a Quantum format ASCII data file Writes metadata in the form of a basic Quantum specification Reads metadata and case data in a Quanvert database mrPunchDsc mrQvDsc Relational MR RDB Database CDSC Reads and writes case data to a Data Collection relational database The RDB DSC currently supports SQL Server databases only This is the CDSC that Interviewer Server uses to write response data mrRdbDsc2 SPSS Statistics SAV DSC Reads and writes metadata and case data in a IBM SPSS Statistics sav file mrSavDsc IBM SPSS Surveycraft DSC Reads Surveycraft case data and metadata mrScDsc Triple S DSC XML CDSC Reads and writes case data in a fixed format or comma separated text file that meets the version 1 2 or 2 0 Triple S standard Reads and writes metadata in a version 1 2 or 2 0 Triple S XML file Reads and writes case data to an XML file Typically you use this CDSC when you want to demonstrate or test the tabulation of small volumes of case data To tabulate offline production data use the IBM SPSS Data Collection Data File CDSC mrTripleSDsc mrXmIDsc For detailed information about these DSCs and how they interpret the underlying data see the IBM
96. ature does not remove the role s permission to use those activities or features This must be done manually using User Administration UserProperties Property settings for each user The worksheet should contain one column listing user names and then as many columns as there are role and property combinations to set Each property column for a role refers to one property in one property group and contains an appropriate value for that property for example true false for a boolean property or a list of categorical values for a categorical property The first column contains values for Role1 PropertyGroup1 Property1 the second column contains values for Rolel PropertyGroup1 Property2 and so on If a property does not apply to a user leave that cell of the worksheet blank For example UserName ProjMan PGroup1 ProjMan PGroup1 B8xopitwriter PGroupstakpoptiter PGroup1 Prop2 Prop1 benjamin english french germaiirue jose english spanish valuel value2 If a user already has user properties set the settings in the spreadsheet are added to the existing settings If you want to change or delete settings you must do so manually GlobalFilters Defines global filters for a user or role for a particular project The worksheet must contain three columns called ProjectID RoleOrUserNames and Filter listing the filter to be applied for each user or role when working on a project The ProjectID field must contain the pr
97. calization 4 logging in as a different user 43 project list 9 starting 2 IBM SPSS Data Collection Survey Tabulation checking the uploaded files into the shared folder 20 creating a test table 21 how file management works 145 IBM SPSS Quanvert multiprojects 22 preparing data for uploading 15 project properties 51 Icons 6 InitializeRoleBase mrs 105 120 InitializeRoleBase xls 105 120 Interviewer qualifications group name for 87 role required for 57 setting up 60 89 Interviewers assigning to CATIinterviewer role 78 IsMobile 40 LabelTypes selecting 27 language changing 4 Languages selecting 27 legal notices 161 LevelsShown project property 39 Localization IBM SPSS Data Collection Interviewer Server Administration 4 lockout user account 143 Manage Logs downloading log files 158 overview 155 view settings 155 viewing log files 156 zip file contents 159 Master folder purpose of 144 migration activity features 105 120 mtd files opening 44 saving 44 Namespaces removing from variable names in IBM SPSS Data Collection Survey Tabulation 39 no choice no action 135 Index Passwords allowing users to change 71 changing 7 84 Permissions changing 46 Project description changing 46 Project list 4 9 11 expanding collapsing folders 10 moving projects 10 navigating 9 renaming projects folders 11 Project name changing 46 Project properties adding 49 ch
98. cess to files in your user folder for the currently open project You can use the Web Explorer to open and save table document mtd files and to manage files by renaming them moving them and organizing them into folders 45 IBM SPSS Data Collection Interviewer Server Administration User s Guide If you have the appropriate access permissions you can also access files in the shared folder so that for example you can save files for use by colleagues or open files created by colleagues Edit Project IBM SPSS Data Collection Interviewer Server Administration stores properties for each project The properties are stored in the Distributed Property Management DPM system Project properties store information that is needed by Interviewer Server Administration and other activities For example the UseSampleManagement property specifies whether an IBM SPSS Data Collection Interviewer Server project uses Sample Management while the ProjectInactivePage property specifies the URL or template to display when a user tries to run an interview on an inactive project You use Edit Project to add delete or change project properties and also to change the basic project details that you entered when the project was created D Fag EditProject Name Description Status Project Folder Edit Project has the following tabs Project Lets you change the project s name description status and project folder Permissions
99. connection string that connects to the Short Drinks sample database Provider SOLOLEDB 1 Integrated Security SSPI Persist Security Info False Initial Catalog short_drinks Data Source LocalHost MR Init Custom connection property The MR Init Custom connection property can be used to specify whether the connection should favor memory use or speed The valid settings are m FavorMemory Uses server side cursors so that a single SQL Server connection can be re used across multiple commands This mode is slower but uses less memory and fewer SQL Server connections as the number of concurrent commands increases m FavorSpeed Uses default cursors requiring a new connection for each command This mode is considerably faster than the FavorMemory mode but does use more memory The FavorSpeed option also optimizes binding look up by creating a look up vector This is the default setting 32 Chapter 7 To set this property in the Data Link Properties dialog box select the All tab and then double click the MR Init Custom property Type the required setting into the Property Value text box and then click OK Complete example The following is a complete connection string for the Short Drinks sample database Notice that the Data Source property is set to mrRdbDsc2 and the MR Init Custom property is set to favor memory Provider mrOleDB Provider 2 Data Source mrRdbDsc2 Location Provider SQLOLEDB 1 Integrated Security SSPI Per
100. ct Select the project in the Interviewer Server Administration project list Click the Delete icon If the project is not Inactive Interviewer Server Administration displays a reminder that this is recommended and asks whether you want to change the project s status now Click Yes to change the status and then delete the project No to leave the project s state as it is and then delete the project or Cancel to cancel the deletion request Next you are asked whether you want to delete the case data and other files associated with the project The default is to delete the project from Interviewer Server Administration and DPM but not to delete any files To delete the case data sample management and quota files select Delete will remove existing files and the case data database If you do not want to delete sample management or quota files cancel the check boxes that this option has selected for you Click Continue If you have any doubts about deleting the project click Cancel as this is your last opportunity to cancel the deletion request Note Project names are unique to each customer account After deleting a project other users will not be able to create a new project with the same name as the deleted project unless they are assigned to the same customer account in which the deleted project was created Interviewer Server Administration processes your deletion request and displays a message box when the project has been deleted
101. cting 27 creating customer accounts 65 customer account customization 71 customer accounts 65 removing 71 CustomerAccountAdmins role 57 customization customer accounts 71 Data link properties Advanced tab 32 All tab 33 Connection tab 23 Index MDM properties 27 Data sources location 31 Dirty mode selecting 32 Downloading mtd files how to 44 DPMAdmins role 57 DSCs internal names 38 Edit Project overview 45 starting 46 Expressions for specifying versions 29 Files checking in 146 checking out 147 deleting 154 downloading onto computer 153 making available to other users 145 146 undoing check outs 147 uploading from IBM SPSS Data Collection Interviewer Server desktop applications 153 uploading into user folder 150 viewing details 145 when to check in out 148 working with IBM SPSS Data Collection Interviewer Server files 144 working with IBM SPSS Data Collection Survey Tabulation files 145 Files activity overview 144 starting 145 155 Folders placing projects in 10 renaming 11 Global filters creating 136 IBM SPSS Data Collection Interviewer Server creating projects for 12 how file management works 144 project properties 51 IBM SPSS Data Collection Interviewer Server Administration adding as a browser Favorite 8 allowing access to 77 browser settings 3 Concurrent Usage Report 44 displaying a different language 4 164 165 language for GUI 8 lo
102. customer accounts click Activities under the System account The activities and activity features appear on the right hand side of the page gt Select the activities that you want to assign then select the Users or Roles tab in the right table This displays the users and roles to which the activities are currently assigned 124 Chapter 1 Activities Activation Activation History Interviewer Monitoring Interviewer Server Administration Phone Participants Phone Surveys Add Remove gt Click Add Remove This opens the Add User or Add Role dialog box 125 IBM SPSS Data Collection Interviewer Server Administration User s Guide CATlinterviewer CATIsupervisor CustomerAccountAdmins DPMAdmins ProjectManager SampleManager SurveyCreator P P a T a A P gt Select the users or roles you want to assign to the activity and click OK Removing users or roles from activity features Do one of the following Either gt In the left tree click Users under the appropriate customer account if you want to unassign an individual user from an activity feature or click Roles under the appropriate customer account if you want to unassign all members of a role from an activity feature If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page gt Select the users or rol
103. d drs files The Data Collection Developer Library provides detailed step by step instructions for setting up IBM SPSS Data Collection Interviewer Server Administration projects for each of the main sample data sets Preparing Your Data Files For Uploading Before you create your non IBM SPSS Data Collection Interviewer Server data analysis project in IBM SPSS Data Collection Interviewer Server Administration you need to make sure that any data files that are required are ready for uploading You can upload files individually or in a zip file Using a zip file is recommended when you upload large files If you use a zip file Interviewer Server Administration will automatically unzip the zip file and delete it after the upload is finished You can upload files from your own machine or from any other suitable network location IBM SPSS Data Collection Survey Tabulation uses the IBM SPSS Data Collection Data Model to access the underlying data which can be for example an SPSS sav file a IBM SPSS Quanvert database a relational MR RDB database IBM SPSS Quancept data stored in qdi and drs files etc The Data Model handles case data which stores the actual responses and metadata which describes the case data and stores the question and category texts etc separately Survey Tabulation requires a metadata source as well as a case data source The metadata source can be an IBM SPSS Data Collection M
104. d Move down buttons to control the language order preference The language at the top of the list will be used as the default language 4 Click OK to save your changes The IBM SPSS Data Collection Interviewer Server Administration screen The IBM SPSS Data Collection Interviewer Server Administration screen is divided into two sections On the left is the project list showing the projects you may work on On the right is the activity list for the project you have chosen 5 My Projects a MultiMode The Project list IBM SPSS Data Collection Interviewer Server Administration User s Guide Data Collection Activities Project Id ANDYTEST1 Project Name AndyTesti Project Description Select an activity below to work on Author Build View Survey Link Launch Promote Project Participants Participant Rules Email Phone Surveys Review Interviews Files Surv Status Phone Survey Tabulation Survey Reporter Activation History Create or modify your survey Windows forms client Create or modify your survey Preview and test the survey Go live with the survey Launch project to alternate site Upload database information about your survey participants Script how participants access your survey Invite participants to take your survey Manage telephone based interviewing Review data collection interviews Share files with your colleagues Telephone respondents to participate in a survey Download the lates
105. d be restarted using the version it started on or the active version 0 Restart on initial version 1 Restart on active version The default is 0 Exists for Data Collection projects only InterviewScriptType The script type Always Data Collection InterviewStartURL The URL used to start an interview on the project InterviewStoppedPage The page to be shown when a respondent selects the Stop button during an interview This can be in the form of a URL or the name of a template 54 Chapter 7 Property Description InterviewStoppedType The form of the InterviewStoppedPage property valid states are URL or TEMPLATE LastActivatedBy The name of the user who last activated the project Exists for Data Collection projects only and is set during activation Not available for importing MaxAuthRetries The maximum number of times a respondent may retry authentication after failing the initial attempt The default is 5 MonitoringAllowed Whether interviewers may be monitored Possible settings are 0 Never allowed 1 Always allowed 2 Ask participant The default is 2 Interviewer Server Properties associated with Interviewer Server itself NoAnswerTimeout The number of seconds for the dialer to let a number ring before it is considered to be unanswered The default is 15 seconds Notes Notes about the project Used for example to explain the differences between different versions of the
106. ddition log files are not project specific and many log entries contain the project name making it easy to locate information for a particular project Since these things are likely to be security issues in companies that provide Data Collection services to a number of external clients or where different teams work on different clients projects this first release of Manage Logs is available only to Data Collection administrators It is planned that future releases will automatically filter log entries so that users see only the entries that refer either to the system as a whole or to their own projects Administrators will of course still have access to all records Starting Manage Logs gt From the IBM SPSS Data Collection Interviewer Server Administration menu choose Tools gt Manage Logs View Settings The View Settings tab is where you specify the types of records you want to view and the number of records to display per page You can also specify a date range This applies to the log files themselves not to the records they contain The start date is the date on which the file was created 156 Chapter 7 and the end date is the date that the file was last modified Some log files grow more quickly than others so in order to see records for a problem that arose on 26 October you may need to request log files for the period 20 to 27 October to see everything that happened Figure 1 43 View Settings tab ri min Down
107. ded table RoundedTableDarkHeaderTR Top right corner of a dark headed rounded table RoundedTableLightHeaderTL Top left corner of a lightheaded rounded table 69 IBM SPSS Data Collection Interviewer Server Administration User s Guide Class name Description RoundedTableLightHeader Middle part of the top banner in a light headed rounded table RoundedTableLightHeaderTR Top right corner of a light headed rounded table RoundedTableDarkInfo Cells in rounded table that should have a darker background The cells in the last row of a rounded table always have this class name RoundedTableLightInfo Cells in a rounded table that should have a lighter background RoundedTableOuterBorder Cells in a rounded table that act as a border m If they act as a top or bottom border they span multiple columns and have a px height m If they act as a side border they span multiple rows and have a width of 1px The following CSS example can be used to add a new CSS3 box shadow to the rounded table control change the background images used in the headers and change the color of the table body cells Note The css file should be saved to the customer account directory and the table background images can be stored in a Tables directory within the customer account directory Rounded Tables RRR KKK KKK KKK KKK KKK KKK KK KK RoundedTable background color t
108. ding new questions and writing scripts The role provides access to all Author activity features as well as the Export Data activity feature Can alter data link connection properties SurveyLauncher This role is for Author users and allows these users to activate surveys The role provides access to the following Author activity features Can activate in test mode Can activate in go live mode Can view advanced activation settings Can edit advanced activation settings Can upload participants SurveyReviewer The role is for Author users and allows these users to view routings and properties in Author in read only mode Users cannot edit save or activate This role can utilized by upper level managers customers and so on The role provides access to the following Author activity features Can view routing Can view question properties Can view advanced properties Can view custom properties TabulationFullAccess This role is for users who require access to all of the IBM SPSS Data Collection Survey Tabulation and IBM SPSS Data Collection Survey Reporter functionality Access is provided to the following activities Interviewer Server Administration including the Allow unlock project feature Project Editor including the Allow modifying properties Allow creating new projects and Allow changing the project state features Export Data including the
109. directory from customer account directory Notes Logo file Logo ibmLogo png Replaces the ibm logo CSS File CSS file ibmCss css CSS stylesheet defining the custom style rules for the Interviewer Server Administration interface Default Page Picture Default page picture ibmDefault png Launch page background image Home Page Url Home page http www ibm com home aspx Customer web page BannerBG Banner background mbbanner bg png Background image for top the banner image BannerSwoosh Banner overlay mbbanner swoosh png Background image in the center of the top image banner 68 Chapter 7 Property name Edit customer Relative path to file or directory Notes account field from customer account directory ProductName Product name image mbproduct png The product name as an image in the top banner TabImages Tabs images TabImages Directory containing all the images used to create the tabs It is possible to organize a customer account using directories For instance you can create an images directory to store all your account images You will need to update the configure xml file when using directories for example lt Property Name Logo File gt images ibmLogo png lt Property gt Restyling IBM SPSS Data Collection Interviewer Server Administration interface elements in css Finer control of the Interviewer Server Administration interface style can be
110. ditor dialog box gt Type the filter specification and click OK User Administration checks that the filter syntax is correct and then adds the filter to the frame on the right of the page Note User Administration cannot check that the question exists in the project or that the value you have entered is valid for the question If the question does not exist the user role will have access to all data If the question exists but the value is not valid which data the user role sees if any will depend on the meaning of the expression as a whole If the filter is Region SouthWest for instance and there is no such category no data will be available because there is nothing that matches the filter On the other hand if the filter is Region lt gt SouthWest all data will be available because all records will have a value other than SouthWest If you have a lot of global filters to set up you may find it easier to import them from a spreadsheet rather than specifying them manually one by one Refer to Importing Users and Roles in the User Administration help for details Changing a global filter 141 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Follow the steps for creating filters When you click Edit the dialog box shows the previous filter value Enter the new filter and click OK to have the new filter replace the existing one in the main frame Deleting a global filter gt Foll
111. dministration appends a number in the range 1 to 999 Numbers are chosen in sequence starting with 1 so this allows for 999 files with the same root to the filename ID_1 to ID_999 for instance If adding a number would make the ID longer than 64 characters Interviewer Server Administration removes characters from the end of the ID before appending the number 13 IBM SPSS Data Collection Interviewer Server Administration User s Guide If none of these changes results in a valid project ID Interviewer Server Administration generates an ID based your user name and the date and time modifying it to produce a unique and valid ID if necessary for example ben0501191226 Note When customer accounts are employed the generated ID is prefixed by the customer account name for example customeraccountname_ben0501191226 Creating a new Interviewer Server project Click the New Project icon This opens the New Project dialog box In Project Type choose Interviewer Server Data Collection In Name enter the project s name as you want it to appear in the project list In Customer Account select a customer account for the project If you are not using customer accounts select the System account Optionally in Description type a more detailed description of the project If you want to do any of the following click Advanced If not click OK to create the project using the default settings m Specify additional project details s
112. dministration should then look like this fmroot Shared Projects MYPROJECT FMRoot Shared Projects MYPROJECT MySubproject1 FMRoot Shared Projects MYPROJECT MySubproject2 FMRoot Shared Projects MYPROJECT MySubproject3 You can now follow the normal steps for setting up your Survey Tabulation project in Interviewer Server Administration but skipping the steps for uploading files and checking the uploaded files into the shared folder Data Link Properties Dialog Box When you access data using the IBM SPSS Data Collection Data Model there are a number of connection properties that need to be specified The Data Link Properties dialog box makes it easy to set up the connection properties The Data Link Properties dialog box has three tabs Connection Advanced and All Data Link Properties Dialog Box Connection Tab You use the Connection tab to define the name location and type of the data to which you want to connect 24 Chapter 7 Z Data Link Properties Web Page Dialog Data Collection Metadata Document lt UserF older gt Projects TEA TEA mdd Vv Reset Metadata Type Defines the type of metadata The drop down list shows the types of metadata for which you have a metadata source component MDSC The default options are None Choose this option if you want to connect to case data only MR Metadata Document Selects metadata that is in the standard IBM SPSS Data Collection Data Model
113. e Activities Users Roles Activation Role Name E Fe System Can activate restricted script E CustomerAccountAdmins 8 Users Activation History r Fil DPMAdmins B Roles Author Projects H Build B Activities 1 Delete Dialer Administration Email Export Data Files Interviewer Monitoring Interviewer Server Administration Interviewing Activity Report Launch Manage Logs Participant Rules Participants Phone Phone Participants Phone Surveys Project Editor EHE EP Promote Project Quotas Remote Administration Review Interviews Status F Survey Reporter Survey Results E A dc Show 25 x 1 2of2 Add Remove Ok Cance gt Deselect the user or roles that you want to unassign and click OK You can also click Add Remove to open the Add User or Add Role dialog box Deselect the users or roles that you want to unassign and click OK Assigning activities to a user or role gt In the left tree click Activities under the appropriate customer account If you are not using customer accounts click Activities under the System account The activities and activity features appear on the right hand side of the page gt Select the activities that you want to assign then select the Users or Roles tab in the right table This dis
114. e s title bar and displays an Up One Level entry for returning to the parent folder Figure 1 42 Central frame of Files activity page showing subfolders and Up One Level link Current Directory Templates z Up One Level gt M amp people Working Red Layout htm FilesPrivate 07 02 2005 11 41 42 I People_Working_Red_Layout htm Private 13 12 2004 13 14 32 Checking Files In to the Shared Folder When you check a file in to the shared folder it is moved from your user folder into the shared folder and becomes available to anyone who has access to the project The file s status becomes Checked In All files that exist in the shared folder have an icon with two faces next to them This indicates that a version of the file is available to other users When you have changed a file or created a new one and you want that file to be available to other users you must check it in to the shared area This is particularly important if you are working on a project with other people A number of activities default to using files from the user s working folder if they exist so it is important that you check in any files that you have in your user folder so that other users can then check them out from the shared folder into their own user folders before starting work For recommendations about when to check in files see When to Check Files In and Out 147 IBM SPSS Data Collection Interviewer Server Administration User s Guide To
115. e mdd file and locks the project even though she cannot use IBM SPSS Translation Utility through IBM SPSS Data Collection Interviewer Server Administration She then downloads the file onto her computer and translates the texts When she has finished she uses Files to upload the translated file into her User folder and then checks it in to the Shared folder Finally she unlocks the project 150 Chapter 1 m The scriptwriter checks all the project files out into her User folder and runs some final tests to ensure that the script appears correctly in the various translations She works on the project as soon as she has checked out the files so she lets Interviewer Server Administration lock the project for her automatically m The scriptwriter activates the project in Active mode and the project becomes available for live interviewing If the scriptwriter made any changes to the questionnaire she checks the files back in before unlocking the project Some users usually managers have permission to unlock other people s projects If you have this permission be very careful when you use it and what you do with the project files after you have unlocked the project For information about unlocking other people s files and an example that illustrates the possible pitfalls of careless unlocking see Unlocking Other Peoples Projects Uploading Files from your Computer into your User Folder You can upload files from your compu
116. e Add User or Add Role dialog box Deselect the users or roles that you want to unassign and click OK 113 IBM SPSS Data Collection Interviewer Server Administration User s Guide Assigning users or roles to activity features Activity features allow you to restrict access to key features within an activity to certain users only For example in Project Editor you might want to restrict the ability to delete projects to project managers only Each activity and activity feature has two names the one by which it is known internally by Interviewer Server Administration and the one that is displayed The following table shows the internal and display names of all the activity features you can set and the roles that are assigned to each feature by default Display name Internal name Roles assigned to this activity or feature by default Activation Activation Can activate in test mode CanActivateInTestMode ProjectManager 7 SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher Can activate in go live CanActivateInLiveMode SampleManager mode 4 SurveyCreatorAdvanced dependent on permission to SurveyLauncher Can activate in test mode Can activate restricted CanActivateRestrictedScript script 4 Can edit advanced CanEditAdvancedSettings SampleManager activation settings 4 SurveyCreatorAdvanced dependent on permission SurveyLauncher to Can view advanced activation settings Can view advanc
117. e Settings for IBM SPSS Data Collection Remote Administration in the JBM SPSS Data Collection Interviewer Server Installation Instructions and Configuration Notes Custom project setup for IBM SPSS Data Collection Interviewer projects IBM SPSS Data Collection Interviewer allows you to run a custom setup script when the user first downloads a project To run a custom setup script provide a file named runonce mrs in the same directory as the project mdd file When the project is synchronized with a remote device for the first time the synchronization process attempts to run the runonce mrs file as an mrScript The script is not run again unless it is changed on the server For more information on the synchronization process see the Interviewer Architecture section in the IBM SPSS Data Collection Interviewer Server section of the IBM SPSS Data Collection Developer Library eng projects Deleting a project removes it from IBM SPSS Data Collection Interviewer Server Administration and Interviewer Server Administration s distributed property management system DPM You can also delete the project s files and its case data sample management and quota databases Note The Firefox browser does not support project deletion Contact your IBM SPSS Data Collection administrator to find out how to do this If the project uses sample management the sample management object is also deleted If you have projects that s
118. e SurveyCreator SurveyCreatorAdvanced Can edit Question context CanEditQuestionContext SurveyCreator SurveyCreatorAdvanced Translator 99 Display name Internal name Roles assigned to this activity or feature by default re Can edit Analysis context Work with Questionnaire Routing Can view routing 4 Can edit routing structure 4 dependent on permission to Can view routing Can edit routing item 4 dependent on permission to Can edit routing structure Can insert routing item 4 dependent on permission to Can edit routing item Can delete routing item 4 dependent on permission to Can edit routing item Can edit script items 4 dependent on permission to Can edit routing item Can insert script items 4 dependent on permission to Can edit script item Can delete script items 4 dependent on permission to Can edit script item Can edit restricted script dependent on permission to Can edit script item Can insert a new routing dependent on permission to Can edit routing structure Can delete routing dependent on permission to Can edit routing structure Work with Standard Question Constructs Can edit a question structure for protected questions is dependent on the permission to edit a protected question Can insert a question 4 dependent on permission to Can edit question structure CanEditAnaly
119. e is 1 x 45 Banner Image Identifies the banner image The default image size is 577 x 45 64 Chapter 1 Tab Images Zip Identifies a zip file that must contain a folder that includes the following files names tab off off png the default image tab off on png the default image _ tab on off png the default image size size is 16 x 32 size is 16 x 32 is 16 x 32 tabend off png the default image tabend on png the default image tabfirst off png the default image size size is 13 x 32 size is 13 x 32 is 15 x 32 tabfirst on png the default image tabmain off png the default tabmain on png the default image size size is 15 x 32 image size is 2 x 32 is 2 x 32 The images contained in the folder are used by the Tab control Rounded Table Images Zip Identifies a zip file that must contain a folder that includes the following files names dark_shading png the default image dark_topleft png the default image size is 10 x 30 size is 10 x 29 dark_topright png the default image light_bottomleft png the default image size is 10 size is 10 x 30 x 10 light_bottomright png the default light_shading png the default image size is 8 x 30 image size is 10 x 10 light_topleft png the default image size light topright png the default image size is 10 x is 10 x 30 30 The images contained in the folder are used by the Rounded table control CSS File The cascading style sheet CSS that the customer account will use
120. e property you want to change and when the line is shaded in grey click the Edit property icon in the frame s title bar This opens the property s definition for editing Figure 1 31 Add property to property group Z Edit User Properties Web Page Dialog FZ Edit User Properties Create edit a group of user properties for CATlinterviewer Group Name InterviewerQualifications Group Description Interviewer qualifications Define edit the properties in the table below User Properties Handle queue refused Bool single True False Matches Any English French Spanish Language Languages spoken by interviewer Category multiple eae A Matches Any gt Make your changes as for creating new properties If you add options in the middle of the list they will appear at the end of the list when the pages are redrawn Note If you change a property s data type User Administration warns you that this will invalidate all user assignments of this property and asks you to confirm that you wish to make this change If you need to change the data type you may find it easier to create a new property with a different name or to delete the property and recreate it with the new data type gt Click Apply to save the changes and return to the properties list gt Repeat these steps to change other properties gt Click Close to return to the Manage Users Properties page Deleting a user property Figure 1 32
121. e to upload Browse Click Upload to upload the selected files Files to Upload maximum 20 Click Browse This opens a standard Windows Choose file dialog box Click the Create New Folder icon and then replace the default folder name with a name of your choice Click Open to create the subfolder Click Cancel to close the Choose file dialog box 153 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Click Cancel to close the Upload Files dialog box Uploading Files Created with IBM SPSS Data Collection Interviewer Server Desktop Applications The Files activity allows you to upload any project files of your choice into the IBM SPSS Data Collection Interviewer Server Administration project folder If the files have different filenames to the Interviewer Server Administration project you can choose to rename the files as you upload them In most cases renaming files has no effect on the way those files can be used in Interviewer Server Administration because the files do not normally contain their names or the names of other files The exception is files to do with quotas these are typically the mqd file that contains the project s quota definitions and the _sm mdd file that is created when a project s quotas are based on variables in the sample records If you are uploading files for a project that uses Quota Control you must be very careful about renaming files The mqd
122. e types and sizes in order to work properly File name Width Height tab off off png 16 32 tab off on png 16 32 tab on off png 16 32 tabend off png 13 32 tabend on png 13 32 tabfirst off png 15 32 tabfirst on png 15 32 tabmain off png 2 32 tabmain on png 2 32 The customized tab images can be archived into a zip file and uploaded via the Edit Customer Account dialog Advanced customization When a customer account is created a new folder is created in the shared location at FMRoot Shared DataCollectionStvles CustomerName Within this folder a configure xmil file that drives the Edit Customer Account dialog is also created The configure xml file provides advanced users finer control of the account re branding settings For example lt Properties gt lt Property Name Logo File gt ibmLogo png lt Property gt lt Property Name CSS File gt ibmCSS css lt Property gt lt Property Name Default Page Picture gt ibmDefault png lt Property gt lt Property Name Home Page Url gt http www ibm com home aspx lt Property gt lt Property Name BannerBG gt mbbanner bg png lt Property gt lt Property Name BannerSwoosh gt mbbanner swoosh png lt Property gt lt Property Name ProductName gt mbproduct png lt Property gt lt Property Name Tablmages gt Tablmages lt Property gt lt Properties gt Property name Edit customer account field Relative path to file or
123. ears in the right tab gt Deselect the users you want to remove from the selected roles and click OK 84 Chapter 7 Or gt In the left tree click Users under the appropriate customer account If you are not using customer accounts click Users under the System account A list of current users displays in the right hand side of the page Show users whose User Name Iv Starts with Iv E System 3 4 Enter your search condition above Then select the Find button B Roles ppe Roles Projects Activities z ivities asan ROJS NADO anmannan DPMAdmins SPSS DDTestUser SPSS mrpdtest userl Add Remove gt Select the users for which you want to removes roles gt A list of assigned roles appears in the right tab gt Deselect the roles you want to remove from the selected users and click OK Modifying user accounts You can change the details stored for a user account the properties assigned to that user and the roles to which that user is a member You can change a user s password by modifying the user s account details Edit the user account and select the Change Password check box gt In the left tree click Users under the appropriate customer account If you are not using customer accounts click Users under the System account 85 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt A list of current role members appears
124. ed CanViewAdvancedSettings ProjectManager activation settings 4 SampleManager SurveyCreatorAdvanced SurveyLauncher Activation History ActivateReporter Author Author Analyst ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher Translator Create Open Save Questionnaire Can save questionnaire CanSaveFileToLocalDirectory SurveyCreator file to local directory SurveyCreatorAdvanced Can save edited CanSaveFileToServer Analyst questionnaire file to server SurveyCreator SurveyCreatorAdvanced Translator Manage Languages and Contexts 114 Chapter 1 Display name Internal name Roles assigned to this activity or feature by default Can edit labels Can edit base language dependent on permission to Can edit labels Can manage context 4 Can manage language 4 Can edit Question context 4 Can edit Analysis context 4 Work with Questionnaire Routing Can view routing 4 Can edit routing structure dependent on permission to Can view routing Can edit routing item 4 dependent on permission to Can edit routing structure Can insert routing item 4 dependent on permission to Can edit routing item Can delete routing item 4 dependent on permission to Can edit routing item Can edit script items 4 dependent on permission to Can edit routing item Can insert script items 4 dependent on permiss
125. er names appears on the right of the screen gt Click New User This opens the User Administration dialog box Interviewer Server Authentication Change Password x Password Confirm Password si User Can Change Password o User Must Change Password At Next Login 0O User Account Is Disabled o User Account is Locked Out J gt Complete the fields in the dialog box and click OK gt On the next dialog box select the roles projects and activities to which the user should be added and click OK If you are creating an interviewer account you must assign that user to the CATIinterviewer role if you want IBM SPSS Data Collection Interviewer Server to take interviewer qualifications into account when assigning calls to that interviewer stars wih ving CATIinterviewer CATIsupervisor DPMAdmins ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced A al A al al A al D SurveyLauncher gt Ifuser property groups exist for the role you have chosen you are presented a dialog box for each group listing the properties that can be set within that group 74 Chapter 1 Assign User Properties O True O False HandleQueue_REFUSED Handle queue refused Language Languages spoken by interviewer English m To assign properties select them in the Options lists User Administration selects the applicable check box for each property you set To cancel a property as
126. er the System account There are various ways of doing this In the left tree click Users or Roles under the appropriate customer account If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page Select the appropriate users or roles in the left table then select the Projects tab in the right table This displays the projects to which the selected user or role is currently assigned Or In the left tree click Projects under the appropriate customer account If you are not using customer accounts click Projects under the System account A list of current projects appears on the right hand side of the page Select the appropriate project in the left table then select the Users or Roles tab in the right table This displays the users or roles to which the selected project is currently assigned 140 Chapter 7 Figure 1 35 Show users whose User Name iv Starts with iy E System Users Q Roles ress Roles Projects Activities USGL NZI annama annann Project Name Global Filter _ DPMAdmin AndyTest1 ANDYTEST1 Edit SPSS DDTestUser Remove SPSS mrpdtest Remove useri Remove Enter your search condition above Then select the Find button gt Click Edit located under the Global Filter column next to the appropriate user or role This opens the Global Filter E
127. erID The phone number to send as the caller s identification when calls are made using an autodialer If set to 0 no caller ID is sent If set to 1 the dialer s phone number is sent Otherwise the contents of this field are sent as the ID CancelCode The call outcome code that can be used to terminate a CATI interview when the respondent no longer wishes to continue By default this corresponds to the ABANDONED call outcome Set when a project is activated with CATI 53 IBM SPSS Data Collection Interviewer Server Administration User s Guide Property Description ClusterList Names the cluster on which the project is activated Currently all projects are activated to the same cluster which is called DefaultCluster CompletedInterviewPage The page to be shown at the end of a completed interview This can be in the form of a URL or the name of a template CompletedInterviewType The form of the CompletedInterviewPage property valid states are URL or TEMPLATE ConfirmHangupOutcomes A semicolon separated list that includes all call outcomes that do not immediately disconnect the call This property is only employed when used with IBM SPSS Data Collection Dialer Interviewers will need to exit and re enter the Phone participants activity in order to pick up changes to this property By default this corresponds to the TransferToWeb call outcome DefaultCategoryType
128. es that you want to unassign then select the Activities tab in the right table This displays the activities and activity features to which this user or role is currently assigned 126 Chapter 1 Show users whose User Name x Starts with x E System Users B Roles Projects EB Activities Enter your search condition above Then select the Find button DPMAdmin SPSS DDTestUser Remove Remove Activation Activation History Build Delete Dialer Administration f Email IY Export Data Files I Interviewer Monitoring Interviewer Server Administration Interviewing Activity Report Manage Logs Participant Rules Participants IY Phone Phone Participarle Phone Surveys Project Editor Promote Project p Al Remote Administration gt Deselect the activity features that you want to unassign and click OK Cancel You can also click Add Remove to open the Add Activity dialog box Deselect the activity features that you want to unassign and click OK Or gt In the left tree click Activities The tree activities and activity features appears on the right hand side of the page gt Select the activity feature that you want to unassign then select the Users or Roles tab in the right table This displays the users or roles to which the selected activity feature is currently assigned 127 IBM SPSS Data Collection Interviewer Server Administration User s Guid
129. esentative should contact about the problem m In Description of problem type a clear and concise description of the problem that has been observed If you have other information that will be helpful make a note of it here For example if a sample management script has recently been changed or the problem occurred after a system upgrade add it to this field so that the support representative is aware of the issue gt Click Download Logs What s in the Zip File The zip file that Manage Logs creates contains the following files in the order shown Filename Description dpm_out txt A text file listing the contents of DPM ReadMe html Additional information about the files ApplicationEvents csv The Windows application and system event logs SystemEvents csv if requested tmp IBM SPSS Data Collection log files The exact files depend what was requested The ReadMe File The ReadMe himl file contains the following information m When the zip file was created and by which version of the log tool m Which versions of IBM SPSS Data Collection Interviewer Server Administration and its associated applications are installed m The names of the machines whose log files have been included the function of each machine in the cluster interviewing server for instance each machine s time zone and how many log files have been collected from each machine m Information that you entered on the Download tab 1
130. etadata Document mdd file or any other metadata format for which a suitable read enabled Metadata Source Component MDSC is available The case data can be in any format for which a suitable read enabled Case Data Source Component CDSC is available Although Survey Tabulation can read metadata in any format for which a suitable read enabled MDSC is available there are performance advantages in using metadata in an mdd file This is because when the metadata for the project is stored in an mdd file Survey Tabulation caches the metadata and this leads to significantly improved performance The caching persists between sessions and is updated when you create and edit variables Survey Tabulation does not cache the metadata when it is stored in a proprietary format such as Quanvert Quancept gdi or SPSS sav However you can use MDM Explorer to create an mdd from the proprietary metadata for use in the Survey Tabulation project You would then need to upload the mdd file you create with the other data files for the project and configure the project to use the mdd file MDM Explorer is a tool that comes with the IBM SPSS Data Collection Developer Library which is available on the IBM SPSS Data Collection Server DVD ROM and also as a free download from Data Collection Developer Library Here are some notes to help you prepare data files of the main data formats that are suitable for use with Survey Tabulation Quanvert database Qua
131. file contains the name of the questionnaire definition mdqd file that it relates to It also contains the name of the _sm mdd file if there is one When you upload these files the Files activity can rename them but it cannot change the filenames that are stored in the mqd file and this name mismatch will cause activation in Interviewer Server Administration to fail The easiest and recommended way to avoid this problem is not to mix Interviewer Server Administration and desktop activities during the script creation and activation stages of a project If you create a questionnaire script using a text editor you should activate it using the scriptwriter s desktop program or the command line activate program If you create a questionnaire script using the Build activity in Interviewer Server Administration you should activate it in Interviewer Server Administration too Do not create questionnaires using desktop programs and then activate in Interviewer Server Administration or vice versa This will ensure that all files are created with the appropriate names and that those names appear correctly in files that need to store project filenames When a Interviewer Server Administration project uses Quota Control the recommended procedure for creating the mqd file and making it available to Interviewer Server Administration is as follows gt Create the questionnaire script using Build or IBM SPSS Data Collection Base Professional gt Dow
132. gal and Intellectual Property Law IBM Japan Ltd 1623 14 Shimotsuruma Yamato shi Kanagawa 242 8502 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law INTERNATIONAL BUSINESS MACHINES PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you This information could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the publication IBM may make improvements and or changes in the product s and or the program s described in this publication at any time without notice Any references in this information to non IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you Licensees of this program who wish to have information
133. go images Default page picture images Banner images Banner background tile images Tab images zip files Rounded table images zip file For more information see the topic Adding customer accounts on p 62 x64 64 bit support x64 64 bit editions are now provided for the Data Collection applications note that IBM SPSS Data Collection Author Server Edition and IBM SPSS Data Collection Survey Reporter Server Edition are only provided as x86 32 bit Refer to the appropriate Data Collection installation guide for more information Fix pack and hotfix information You can now view information regarding which fix packs and hotfixes are installed via the application s Help menu Help gt About Data Collection gt Details What s New Information for Previous Releases What s New information for previous Data Collection Dimensions releases can be found in the Data Collection Dimensions What s New document The document is in Adobe Portable Document Format pdf Viewing and printing the document requires Adobe Reader If necessary you can download it at no cost from www adobe com Use the Adobe Reader online Help for answers to your questions regarding viewing and navigating the document Starting IBM SPSS Data Collection Interviewer Server Administration gt In your browser type http server_name SPSSMR DimensionNet default aspx This displays the IBM SPSS Data Collection Interviewer Server Administration login p
134. hare sample management objects you should ask your Interviewer Server Administration administrator to change this behavior so that deleting a project does not delete the sample management object It is recommended that projects to be deleted are in the Inactive state If you try to delete a project that is not in this state the deletion procedure will ask whether you want to change the project s state before deleting it When you activate a project the activation process creates a project folder in the Projects subfolder of the IBM SPSS Data Collection Interviewer Server installation folder and places a copy of the project s mdd file in this folder This folder exists on every machine running the interviewing server and is updated automatically by the activation process For example if you activate the tea project every interviewing server will contain the file INSTALL FOLDER IBM SPSS DataCollection 6 Interviewer Server Projects tea tea mdd 42 Chapter 1 These folders and files are not deleted when you delete a project in Interviewer Server Administration but you may delete them manually afterwards If your company uses a hierarchical project list deleting the last project from a folder automatically deletes the folder too If you delete the last project and the folder is not deleted this is because the folder contains other projects that are invisible to you because you do not have permission to use them Deleting a proje
135. he Edit Customer Account dialog The new image does not have to remain 15px by 41px However if you want an image of a different size you will need to upload a css file and specify something like the following lsaBanner1_logo height HHpx width WWpx margin top Hpx position absolute top 50 right 10px E IsaBannerl_logo is the ID of the logo lt img gt tag m HH is the new image height m WW is the new image width m His half the height of the new image 66 Chapter 1 The new specification ensures that the image is centered vertically on the banner and 10px from the right edge of the browser window It is recommended that the logo does not exceed the height of the banner 35px Changing the default page picture By default the page picture is 450px width by 300px height You should keep the same dimensions for this image when you customize it You can upload the customized image via the Edit Customer Account dialog Changing the display name image By default the display name image is 35px tall Depending on the browser width this image will disappear if it begins to crowd the other banner elements You can upload the customized image via the Edit Customer Account dialog It is recommended that the image height does not exceed 35px However if you would like a shorter image you should specify the appropriate styling in the css file in order to keep the image positioned properly You could specify something like the follow
136. he latest version is used Exists for Data Collection projects only TimeLastActivated The date and time at which the project was last activated Set when a project is activated Not available for importing UseCATI Whether the project has been activated for CATI 0 No 1 Yes The default is 0 Not available for importing UseDataModel Whether the project uses the Data Collection Data Model 0 No 1 Yes The default is 1 Note This property is obsolete in Interviewer Server 2 1 and later UseDefaultURLs UseImageCache Whether the project uses the default templates and URLs 0 No 1 Yes Whether or not to use the image cache for project templates and images 0 No 1 Yes The default is 1 UseInMemoryCache Whether the data cache should be held in memory only There is no automatic restart on fail over when the in memory cache is used 0 No 1 Yes The default is 0 UsePlayerNavigation Indicates whether the player can post previous questions For example in the case of a browser the browser Back button can be used to return to a previous page of the interview 0O No 1 Yes The default is 1 UseSampleMgmt Whether the project uses Sample Management O No 1 Yes IBM SPSS Data Collection Survey Tabulation Project Properties 56 Chapter 7 The following table lists the project properties that apply only to Survey Tabulation Property Description Cu
137. hereas members of the Analysts role may be able to run activities to do with viewing and exporting interview data such as Survey Results and Export Data but not the design and build activities Role names must be completely unique you cannot create a role with the same name as a user 76 Chapter 7 Note If you are using customer accounts roles added to a specific customer account will only have access to the users projects and activities that are defined for the specific customer account Refer to Adding customer accounts for more information regarding customer accounts In the left tree click Roles under the appropriate customer account If you are not using customer accounts click Roles under the System account A list of current role names appears on the right of the screen Roles Users Projects Activities Role Name Analyst CATlinterviewer CATIsupervisor DPMAdmins ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Translator Interviewer Server Administrator Phone Participants Show 25 New Role Modify 1 13 of 13 Add Remove 77 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Click New Role This opens the User Administration dialog box M Assign this role to the Interviewer Server
138. ick OK to continue or Cancel to stop without importing anything If you continue with the import a progress dialog box displays confirmation messages as each stage of the import process completes At the end of the import a list of errors is displayed Click Close to close the dialog box 96 Chapter 1 Setting up the spreadsheet IBM SPSS Data Collection Developer Library comes with a sample spreadsheet you can modify to suit your needs It contains basic documentation about how the spreadsheet is set up and which columns you must create The file is called UsersAndRoles xls and it is normally installed in INSTALL_FOLDER IBM SPSS DataCollection 6 DDL Administration Tools The Excel spreadsheet can have any or all of the following worksheets Roles Users Projects Activities UserProperties and GlobalFilters If a worksheet does not exist then that part of the import process is not run The worksheets must be set up as follows Roles Names the roles to be added to IBM SPSS Data Collection Interviewer Server Administration It must contain a column called RoleName that names the roles you want to add It is also a good idea to include a Description column that describes the roles Descriptions of up to 250 characters are valid For example RoleName Description ProjMan Project Managers Scriptwriter Scriptwriters Analysis Data export and analysis If you import an existing role the description in
139. iewer Server Administration can connect to the data files you have uploaded click Test Connection In most cases the connection will work straight away and you will see a message confirming this If the connection fails you will need to use EditProject to change the connection properties For more information see the topic Changing Connection Properties on p 47 Click Finish This creates the project and adds it to the list of Interviewer Server Administration projects Checking the Uploaded Files into the Shared Folder This topic provides information about a step that you need to perform to make a project available to other users This step is not necessary if you do not want other users to have access to the project or when you are setting up an IBM SPSS Data Collection Interviewer Server projects that will also be used with IBM SPSS Data Collection Survey Tabulation For more information see the topic Creating a new Interviewer Server project on p 12 After you have uploaded your data files and created the IBM SPSS Data Collection Interviewer Server Administration project you need to check the uploaded files into the shared folder in order for other users to be able to work with this project To Check the Uploaded Files into the Shared Folder Select the new project in the Interviewer Server Administration project list and click Files This opens the Files activity which lists the uploaded files Select each file that i
140. ing lsaBanner1_bannerContainer height HHpx margin top Hpx position relative top 50 E IsaBannerl_ bannerContainer is the ID of the display name image m HH is the new image height m His half the height of the new image The new image can be any image mime type although it is easier to use a mime type that supports transparency such a png Changing the banner background image The banner background image is repeated along the x axis of the control As such you should can keep it thin 1px to help reduce download times You can upload the customized image via the Edit Customer Account dialog The new image can be any image mime type Changing the banner overlay image By default the banner overlay image is 577px wide by 45px tall Only the top 35px are visible in Interviewer Server Administration the remaining 10px are clipped by the banner When customizing this image it is recommended to keep the image 577px wide and at least 35px tall You can upload the customized image via the Edit Customer Account dialog If you upload an image that is not the recommended size you will need to create new rules in the css file to properly handle the image The banner overlay image uses an lt img gt tag with an ID of IsaBannerl_ swoosh The new image can be any image mime type 67 IBM SPSS Data Collection Interviewer Server Administration User s Guide Changing the tab images The tab images must maintain the following names fil
141. ing Private Files gt gt gt You can delete files that exist in your user folder and that are marked as Private You cannot delete files that are marked as Checked In or Checked Out To Delete Private Files In the list of filenames select the file you want to delete From the Files menu choose Actions gt Delete Confirm your request when prompted to do so Activation Settings Activation Settings provides options for defining how projects that are activated to the IBM SPSS Data Collection Interviewer Server are handled You can view Activation Settings in IBM SPSS Data Collection Interviewer Server Administration via Options gt Activation Settings Note The Activation Settings option only displays for users who belong to the DPMAdmins role Activation Settings fields Number of Threads The number of processing threads used for project activation The default value is 1 Delay between Activations The amount of time in milliseconds to wait between activations The default value is 10 milliseconds 155 IBM SPSS Data Collection Interviewer Server Administration User s Guide Default Date Range The date range to display in the Activation History activity s Activation Report The default value is 30 days Default Message Range The message date range to display in the Activation History activity s Activation Report The default value is 30 days Activation Report Refresh Interval The amoun
142. ion to Can edit script item Can delete script items 4 dependent on permission to Can edit script item Can edit restricted script dependent on permission to Can edit script item CanEditLabels CanEditBaseLanguage CanManageContext CanManageLanguage CanEditQuestionContext CanEditAnalysisContext CanViewRouting CanEditRoutingStructure CanEditRoutingItem CanInsertRoutingItem CanDeleteRoutingltem CanEditScriptItem CanInsertScriptItem CanDeleteScriptItem CanEditRestrictedScript Analyst SurveyCreator SurveyCreatorAdvanced Translator Analyst SurveyCreator SurveyCreatorAdvanced Analyst SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced Translator Analyst SurveyCreatorAdvanced Translator Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyReviewer SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced SurveyCreatorAdvanced SurveyCreatorAdvanced 115 Display name IBM SPSS Data Collection Interviewer Server Administration User s Guide Internal name Roles assigned to this activity or feature by default Can insert a new routing CanlInsertRouting SurveyCreator dependent on permission to SurveyCreatorAdvanced
143. ionFullAccess Files ManageFiles TabulationFullAccess TabulationMediumAccess Interviewer Monitoring CatiMonitoring CATISupervisor Can set up supervisor canSetupSupervisorStations CATISupervisor stations Interviewer Server Launcher CATISupervisor Administration CATIInterviewer TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Allow unlock project canUnlockProject TabulationFullAccess Allow user download accessories canDownloadAccessories TabulationMediumAccess 102 Chapter 1 Display name Internal name Roles assigned to this activity or feature by default Allow user to manage folders canManageProjectFolders No choice no action hasNoChoiceNoAction CATISupervisor Interviewing Activity Report SessionEngineReports Launch WebdActivate CATISupervisor Allow access via canViewInLauncher Interviewer Server Administration Allow upload edit sample canEditSampleScript script Manage Logs managelogs Participant Rules SampleManEditor Participants SampleUpload CATISupervisor Can advanced edit canAdvancedEditSample participants Can create databases canCreateDatabase Can delete participants canDeleteSample Can download canDownload CATISupervisor participants Can edit participants canEditSample CATISupervisor Can upload participants canUpload CA
144. irm your request when asked to do so it is up to you whether you also choose to delete offline content Loading pages On the General tab click Settings Then select Every visit to the page and click OK This makes the browser reload a page each time you visit it rather than loading the previous version of that page from its cache Friendly HTTP error messages On the Advanced tab deselect Show friendly HTTP error messages in the list of Browsing options and click OK Enabling cookies The Privacy tab reports your security setting and what if any cookies your browser allows If your browser disallows all cookies click Advanced and select the options to allow cookies 4 Chapter 7 IBM SPSS Data Collection Interviewer Server Administration in other languages You can display the application in a language other than English You can change the language at any time by following the appropriate instructions below Close the application before making these changes You can change the language back to English at any time or even switch back and forth between supported languages To change the display language 1 Open Internet Explorer and select Tools gt Internet Options 2 Click the Languages button and select the appropriate language from the Language Preference list If the desired language does not display in the list click Add and select the language in the Add Language dialog 3 Use the Move up an
145. l be lost when the data is deleted so the result will be the same for values of 1 and 2 Long MR Init Project For CDSCs that support multiple projects this property is used to specify the project to connect to String MR Init Validation Enables or disables any data validation performed during a write The default value is True Boolean DSCs Supplied with the IBM SPSS Data Collection Data Model File CDSC IBM SPSS Data Collection file based database The IBM SPSS Data Collection Data File CDSC has all the features of the Relational MR Database RDB CDSC but does not require a separate relational database management system IBM SPSS Data Collection Data Files therefore provide a simpler and more portable format for the storage of offline DSC Description Internal Name ADO DSC Reads case data and metadata mrAdoDsc from ADO files Delimited Text DSC Reads and writes tab delimited mrCsvDsc variable length case data records to a text file IBM SPSS Data Collection Data Reads and writes case data to a mrDataFileDsc 39 IBM SPSS Data Collection Interviewer Server Administration User s Guide DSC Description Internal Name IBM SPSS Data Collection Interviewer Server data In2data DSC Reads In2data case data and metadata mrl2dDsc Log DSC Reads standard Data Collection log files mrLogDsc QDI DRS DSC Reads c
146. l be used However the order of questions and categories is always taken from the most recent version and there is special handling of changes to loop definition ranges and the minimum and maximum values of variables between the versions The version expression syntax is lt version gt lt version gt lt version gt VersionName 4 VersionName VersionName where VersionName is the name of a major or minor version and indicates that the following range is to be excluded You can specify the name of versions that do not exist in a range MDM will then automatically use the next highest or lowest name it encounters depending on whether the name is specified at the start or end of the range and whether the range is in ascending or descending sequence Examples Expression Description Include all versions in the MDM Document If there are no versions this selects the unversioned Document 2 3 7 Include versions 2 3 and 7 and give highest precedence to version 7 the next highest precedence to version 3 and the lowest precedence to version 2 5 1 Include versions 5 through 1 giving the highest precedence to version 1 2 7 9 Include versions 2 through 7 and version 9 2 11 43 1 5 4 Include versions 2 through 11 but exclude versions 3 1 to 5 4 inclusive H Include the most recent version in the MDM Document LATEST Select the most recent version in the versions co
147. lator 101 Display name IBM SPSS Data Collection Interviewer Server Administration User s Guide Internal name Roles assigned to this activity or feature by default Work with Repository C amp DS Can set up connection to SurveyCreator repository Work with Library Can insert from library 4 Tools Can deploy a project locally 4 Can run Auto Answer 4 Work with Templates Can apply project templates Protected Questions Can edit protected questions CanSetUpRepositoryConnection CanInsertFromLibrary CanDeployProjectLocally CanRunAutoAnswer CanApplyProjectTemplates CanEditProtectedQuestions SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced Build InterviewBuilder Allow activating from canActivate activity Delete BackupAndRestore TabulationFullAccess TabulationMediumAccess Allow delete project canDeleteProjects TabulationFullAccess TabulationMediumAccess Dialer Administration DialerAdmin CATISupervisor Email SampleEmailManager CATISupervisor Export Data InterviewExporter CATISupervisor TabulationFullAccess Can alter data link canAlterConnectionProperties CATISupervisor connection properties ProjectManager SurveyCreatorAdvanced Tabulat
148. llection whether or not it is named LATEST If there are no versions this selects the unversioned document LASTLOCKED Include the most recent locked version in the MDM Document 31 IBM SPSS Data Collection Interviewer Server Administration User s Guide EBNF Definition The syntax for specifying the version or versions to open can be specified using the following Extended Backus Naur Form EBNF which is a notation for specifying the syntax of a language succinctly and precisely lt versionname gt lt version gt lt vername gt lt range gt lt range gt lt range_item gt lt range_item gt lt range_item gt 4 lt version gt l lt version gt lt version gt lt version gt lt vername gt lt vername gt LATEST LASTLOCKED lt vername gt Any positive integer value Connecting to a Relational MR Database Using RDB DSC 2 Location connection property When connecting to a relational MR database using RDB DSC 2 you need to specify the Location connection property using an OLE DB connection string This should specify the parameters shown in the following table Parameter Description Provider This must be set to SQLOLEDB 1 Integrated Security This should be set to SSPI Persist Security This should be set to False Initial Catalog The name of the database Data Source The name of the server Here is an example of an OLE DB
149. load Logs fi q View Settings Choose the number of records you want to display on each page and set up the connection string for the machine whose log files you will be viewing Number of records per page 50 v ug file types Interview Server ISE Interview Sever Components IVW Others Log files date filter Last 2 days he To Specify the View Settings Select the View Settings tab In Number of records per page choose whether to display 50 100 500 or 800 records per page In Log file types choose the log files whose records you want to see Select For IBM SPSS Data Collection Interviewer Server Records related to the interview engine ISE Interviewer Server Components IVW Records related to interviews Others Records from log files for other activities such as Participants or Export Data In Log files date filter choose the date range for the files you want to use Possibilities are the last two 12 or 24 hours the last two days or the last week The default is the last two days If you would rather specify your own date range select Custom and then choose the start and end dates in the new fields that Manage Logs displays Click Apply to save your changes Viewing Log Files User the View Logs tab to look at individual records in log files 157 vy v v vy Yy IBM SPSS Data Collection Interviewer Server Administration User s
150. mer canCreateCustomerAccount account Can edit customer canEditCustomerAccount account Can remove customer canRemoveCustomerAccount account Can remove role canRemoveRole Can remove user canRemoveUser CATISupervisor Can unassign activity canUnassignActivity CATISupervisor Can unassign project canUnassignProject CATISupervisor Can unassign role canUnassignRole CATISupervisor View Survey Link TestInterview CATISupervisor l By default the DPMAdmins and CustomerAccountAdmins roles are assigned to all activities and features 2 Users who are assigned to this activity can create local deployment packages even when they have read only access to the source files do not have authority to save the source files In these cases the source files will not be affected but a local deployment package will be created 3 Deleting participants from telephone interviewing projects can cause phone reports to show unexpected results If a user or role is assigned to telephone interviewing projects do not assign that user or role to the Can Delete Participants feature 4 These features are new as of IBM SPSS Data Collection 6 Patch 1 105 IBM SPSS Data Collection Interviewer Server Administration User s Guide New Activity Feature migration behavior New roles were added in IBM SPSS Data Collection 6 0 1 Patch 1 As a result the roles have been grouped in Interviewer Se
151. modifying the questionnaire Because no one else has yet worked on the project and because Build always uses the files in the User folder if they exist there is no need for the questionnaire designer to check in the files during this process At the end of the second day the questionnaire designer has finished all she can do on the questionnaire and is ready to pass it to the scriptwriter for the final changes to be made prior to translation She therefore uses Files to check all the files in her User folder into the Shared folder and then unlocks the project At this stage the files in the Shared folder become available to the scriptwriter and the translator On the third day the scriptwriter checks the project files out from the Shared folder into her User folder Because she will not be able to work on the files straight away she locks the project to ensure that no one else can check out the Shared files and start working on them Later that day the scriptwriter makes some additions to the questionnaire and runs some final tests She does not check the files in after every change because she has the project locked and knows that no one else can access the Shared files When the scriptwriter is satisfied that the questionnaire is finished she checks all the project files that are in her User folder into the Shared folder and unlocks the project This makes the files in the Shared folder available to other users The translator checks out th
152. mpleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher Can activate in go live CanActivateInLiveMode SampleManager mode 4 SurveyCreatorAdvanced dependent on permission to SurveyLauncher Can activate in test mode Can activate restricted CanActivateRestrictedScript script 4 Can edit advanced CanEditAdvancedSettings SampleManager activation settings 4 SurveyCreatorAdvanced dependent on permission SurveyLauncher to Can view advanced activation settings Can view advanced CanViewAdvancedSettings ProjectManager activation settings 4 SampleManager SurveyCreatorAdvanced SurveyLauncher Activation History ActivateReporter Author Author Analyst ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher Translator Create Open Save Questionnaire Can save questionnaire CanSaveFileToLocalDirectory SurveyCreator file to local directory SurveyCreatorAdvanced Can save edited CanSaveFileToServer Analyst questionnaire file to server SurveyCreator SurveyCreatorAdvanced Translator Manage Languages and Contexts Can edit labels CanEditLabels Analyst SurveyCreator SurveyCreatorAdvanced Translator Can edit base language CanEditBaseLanguage Analyst dependent on permission to SurveyCreator Can edit labels SurveyCreatorAdvanced Can manage context 4 CanManageContext Analyst SurveyCreatorAdvanced Can manage language 4 CanManageLanguag
153. n RoleBasedAccess There are two files in the RoleBasedAccess directory InitializeRoleBase mrs Run this script to add or remove feature permissions for users and roles defined in the InitializeRoleBase xls file Before you run the script you will will need to specify the ExcelFilePath parameter in the script m InitializeRoleBase xls Identifies the feature permissions to add or remove for existing users or roles For example Activity Feature Roles Action Author SampleManager SurveyLauncher Remove Author CanManageContext SurveyCreator Translator ProjectManager Remove Author CanManageLanguage Translator Analyst ProjectManager Remove Activity Identifies the activity Feature Identifies the corresponding activity feature Roles Specifies users or roles for the activity feature Users and roles are separated via semicolons Action Specifies whether to Add or Remove the defined activity features for the specified users and roles 106 Chapter 1 Configure the spreadsheet to define the custom access levels for any user created users or roles Note Running InitializeRoleBase mrs with the predefined JnitializeRoleBase xls spreadsheet will restore the default activity feature permissions for the existing Data Collection roles For more information see the topic Assigning users or roles to activity features on p 113 Entering a blank role specification for an existing activity or fe
154. ng a combination of library items and new questions Library items can be added to the survey but cannot be changed Survey creators can create and change new items but they cannot write scripts The role provides access to the following Author activity features Can save questionnaire file to local directory Can save edited questionnaire file to server Can edit labels Can edit base language Can manage language Can edit Question context Can edit Analysis context Can view routing Can edit routing structure Can edit routing item Can insert routing item Can delete routing item Can insert a new routing Can delete routing Can edit a question structure Can insert a question Can delete a question Can edit a shared list Can insert a shared list Can delete a shared list Can view question properties Can edit question properties Can view advanced properties Can edit advanced properties Can edit translator notes Can set up connection to repository Can insert from library 59 IBM SPSS Data Collection Interviewer Server Administration User s Guide Can activate in test mode Can run Auto Answer Can apply project templates Allow user download accessories Files SurveyCreatorAdvanced This role is for Author users and allows survey creators to enhance surveys by changing standard questions ad
155. ng context for the project Set when a project is activated Typical routing contexts are Paper for printed questionnaires Web for inbound interviews and CATI for outbound calling 55 IBM SPSS Data Collection Interviewer Server Administration User s Guide Property Description RunningCodesList Call outcome codes that are available during interviews Defaults to the codes that represent ABANDONED APPOINTMENT and TRANSFERTOWEB RunningCodesList Call outcome codes that are available while interviews are running Created when a project is activated with CATI SampleManagementProvider The name of the sample management provider to use for example VBScriptSM Provider Used for Data Collection projects only ShowInterviewA pps Whether to display interviewing activities in the activities list O No 1 Yes The default is 1 for questionnaire projects ShowTableApps Whether to display tabulation activities in the activities list O No 1 Yes The default is for 0 questionnaire projects SilentCallAudioFile The name of a wav file to play to a participant if predictive dialing results in a silent call TestUseQuota TestUseSampleMgmt Whether to use quota control for test interviews 0 No 1 Yes The default is 1 Whether to use sample management in test interviews 0 No 1 Yes The default is 1 TestVersion The metadata version to use for test interviews If not specified t
156. nload the mdd file onto your local machine gt Run IBM SPSS Data Collection Quota Setup to create the mgd and if appropriate the sm mdd files using the downloaded mdd file gt Upload the mqd and _sm mdd files into the Interviewer Server Administration project folder Since the filenames already match the project name no renaming will be necessary Downloading Files onto your Computer If you want to make changes to a template or other file that is not normally available to IBM SPSS Data Collection Interviewer Server Administration you can download the file from your user folder or from the shared folder onto your computer make whatever changes are necessary 154 Chapter 1 gt and then upload the file into your user folder You can then check the file in to the shared folder from your user folder If you choose a subfolder to download Files creates a zipped file whose name is based on the activity name and the current date and time You can save the file with this name or rename it before saving If the subfolder contains other folders the folder structure will be preserved when the zipped file is created To Download Files onto your Computer In the list of filenames select the file you want to download From the Files menu choose Actions gt Download This opens the standard Windows File Download dialog box Click Open to open the file or Save to save the file in a location of your choice Delet
157. notes Allow user download accessories Files User properties User properties define any special abilities or qualifications that a user has in relation to the requirements of one or more activities One of the most common uses of user properties is for interviewer qualifications which help to determine which records are allocated to each interviewer for calling For example if a participant record indicates that the participant s usual language is French the project s Sample Management script can ensure that the record is allocated to a French speaking interviewer User properties are defined as part of property groups each of which is associated with a specific role Only members of the role may have user properties assigned to them from groups associated with that role Currently interviewer qualifications are the only user properties that the standard IBM SPSS Data Collection activities recognize To use them you must create a property group called InterviewerQualifications and associate it with the CATIinterviewer role You can then assign interviewer qualifications to all members of the CATIinterviewer role If your company has added its own activities and these activities recognize user qualifications you may create other types of properties for use with those activities There are three stages to setting up user properties some of which you will do more than others Create a property group for example InterviewerQu
158. ns vl v2 v3 v4 Specifies individual versions vl v2 Specifies an inclusive range of versions Av1 v2 Excludes a range of versions Specifies the most recent version You can specify a combination of individual versions and ranges to include or exclude For example the following specifies version 3 2 and all versions from 4 5 to 7 3 with the exception of versions 7 through 7 2 3 2 4 5 7 3 47 7 2 29 For more IBM SPSS Data Collection Interviewer Server Administration User s Guide When there is a conflict between the versions the order of precedence is taken from the order in which versions are specified in the expression with the rightmost versions taking precedence over the leftmost For example if a category label differs in the versions you select the text in the version with the higher precedence will be used However the order of questions and categories is always taken from the most recent version and there is special handling of changes to loop definition ranges and the minimum and maximum values of variables information see the topic Version Expressions on p 29 Latest Select this option if you want to use the most recent version All Select this option if you want to use a combination superset of all of the available versions This is sometimes called a superversion Versions A list of all of the versions that are available For each version the following information is shown m
159. nt the Data Model ignores the MR Init MDM Access setting Long MR Init Native Schema Specifies whether the native objects in the underlying database should be exposed directly as Data Model variables without any interpretation The default value of False indicates that the DSC should represent native database objects in a way that makes most sense in the Data Model A value of True indicates that the DSC should expose native database objects without interpretation For example if a value of True is specified a multiple dichotomy set in a sav file would be represented as several long Boolean 38 Chapter 1 Property Name Description Data Type or text variables instead of one categorical variable MR Init Output Locale The locale ID to use when formatting output data such as error or warning messages Long MR Init Overwrite Specifies whether the CDSC deletes the output data if it exists before writing new data The default value of 0 indicates that the CDSC should not overwrite existing data but only append to the output data if it exists A value of 1 indicates that the CDSC should delete the output data and schema which allows output data to be created with a different schema A value of 2 indicates that the CDSC should delete any existing data records but retain the native schema if possible For some CDSCs such as the Delimited Text DSC the schema wil
160. nterview CATISupervisor CATIInterviewer Can set up interviewer canSetUpInterviewerStations CATISupervisor stations CATIInterviewer Phone Surveys CatiSupervisor CAT Supervisor Can delete call outcomes canDeleteCallOutcomes CATISupervisor Can edit appointment canEditAppointment CATISupervisor settings Can edit call outcomes canEditCallOutcomes CATISupervisor Can edit call times canEditTimes CATISupervisor Can edit dialer settings canEditOtherSettings CATISupervisor Can edit fields canEditFields CATISupervisor Can edit interview canEditInterviewerSettings CATISupervisor settings Can edit ordering canEditOrdering CATISupervisor Can edit overrides canEditOverrides CATISupervisor Can edit parameters canEditParameters CATISupervisor Can save appointment canSaveAppointmentSchedule CATISupervisor schedule Can save day parts canSaveDayParts CATISupervisor Can view appointment canViewAppointment CATISupervisor settings Can view call outcomes canViewCallOutcomes CATISupervisor Can view call times canViewTimes CATISupervisor Can view dialer settings canViewOtherSettings CATISupervisor Can view fields canViewFields CATISupervisor Can view interview canViewInterviewerSettings CATISupervisor settings Can view ordering canViewOrdering CATISupervisor Can view overrides
161. nterviewing servers in the cluster telling them to update their copy of the project s files by copying files from this folder Files in this folder are visible to anyone who has permission to access the project The location of this folder is FMRoot Master Projects project_name The way that files are managed varies depending on whether you are using Interviewer Server or IBM SPSS Data Collection Survey Tabulation m File Management IBM SPSS Data Collection Interviewer Server m File Management IBM SPSS Data Collection Survey Tabulation When you have finished using Files click the Home icon in the menu bar File Management IBM SPSS Data Collection Interviewer Server The default file management behavior for IBM SPSS Data Collection Interviewer Server is as follows m When an activity starts it checks the user s folder for the files it needs If the files exist these are the ones that the activity uses m Ifthe files do not exist in the user s folder the activity checks for them in the shared folder Any files that exist here but not in the user s folder are copied into the user s folder m Ifa required file does not exist in either location the activity either creates it or issues an error message Normally you should not see error messages for missing files because the activity should not be available if the required files do not exist If the activity uses optional files such as templates it follows these same
162. nvert databases come in two formats packed and unpacked You can tell the difference between a packed and unpacked Quanvert database because a packed database consists of a single file with a pkd filename extension whereas an unpacked database consists of many files including a header file called qvinfo Survey Tabulation can support both formats 16 Chapter 1 When using the unpacked format it is advisable to pack the files before uploading but note that the packed format is not supported for Quanvert multiprojects There are some additional manual steps for setting up Quanvert multiprojects for use in Survey Tabulation For more information see the topic Setting up a IBM SPSS Quanvert Multiproject for Use in IBM SPSS Data Collection Survey Tabulation on p 22 SPSS sav file When you are using a sav file that you created using the Data Model for example using IBM SPSS Data Collection Paper Scan Add on Transfer or exporting Interviewer Server data it is always preferable to read it using the mdd file that was used when creating it that is the output metadata file if you created the sav file using a DMS file This means that the variables and their names will match those in the mdd file and will therefore be easier to understand For example several variables may be created in the sav file from a single text variable in the mdd file When you access the sav file in Survey Tabulation using the mdd file these variables
163. o is part of this group has unlimited access to all users roles projects activities and activity features for their defined customer account s DPMAdmins This is an administration role and the user named as the DPM administrator during installation is made a member of this group Anyone who is part of this group has unlimited access to all projects activities and activity features ProjectManager This role is for Author users and allows project managers to run surveys at any time Project managers cannot add or change any survey element The role provides access to the following Author activity features Can activate in test mode Can view advanced activation settings Can view routing Can view question properties 58 Chapter 7 Can view advanced properties Can view custom properties Can run Auto Answer Files Export Data activity feature Can alter data link connection properties SampleManager This role is for Author users and allows sample managers to create and upload samples to Interviewer Server Administration The role provides access to the following Author activity features Can activate in test mode Can activate in go live mode Can edit advanced activation settings Can view advanced activation settings Can upload participants Allow user download accessories SurveyCreator This role is for Author users and allows survey creators to create surveys usi
164. of Intel Corporation or its subsidiaries in the United States and other countries Microsoft Windows Windows NT and the Windows logo are trademarks of Microsoft Corporation in the United States other countries or both Java and all Java based trademarks and logos are trademarks of Sun Microsystems Inc in the United States other countries or both 163 Notices Other product and service names might be trademarks of IBM or other companies _ Pilla d account lockout 143 Activation settings 154 Activities assigning to users roles 127 assigning users roles to 107 how to display in IBM SPSS Data Collection Interviewer Server Administration 8 show hide activity descriptions 8 unassigning users roles from 111 activity feature migration 105 120 Activity features assigning users roles to 113 removing users roles from 125 Activity information panel 4 Activity list 4 adding customer accounts 65 analysis creating projects for 14 Analyst role 56 CATIinterviewer role 57 assigning interviewers to 78 CATIsupervisor role 57 assigning supervisors to 78 Check outs 147 Checking files In to the shared folder 146 Checking files out from the shared folder 147 Clean mode selecting 32 Concurrent Usage Report 44 configuring account lockout settings 143 Connection properties advanced 32 full list 33 internal DSC names 38 setting in Data Link Properties dialog box 23 Contexts sele
165. oject m Private files exist only in your user folder and are not visible to any other users m Files that are Checked In exist only in the shared folder and are visible to all users who have suitable access permissions These files are tagged with an icon depicting two faces m Files that are Checked Out exist in both your private folder and the shared folder Because a version of the file exists in the shared folder these files are also tagged with an icon depicting two faces When you hover over a filename in the list details about that file are displayed in the yellow box on the right of the page In this way you can check which is the latest version of a Checked Out file and when changes were last made You can sort the file list based on the values in any of the columns in the list Just click on a column heading to sort the list according to the values in that column The first time you click a heading the values are sorted in ascending order for example from A to Z If you click the same column heading again the sort order is reversed You can select or deselect files in the file list by clicking their check boxes To select or deselect all files in one go click the check box in the title bar of the file list box If the project s folder contains subfolders these are displayed at the top of the central frame Click on a subfolder entry to step down into that folder and view its contents Files updates the pathname in the fram
166. oject s uppercase ID not it s name By default Interviewer Server Administration creates projects with the same name and ID except that the ID is in upper case User and role names in a list must be separated by semicolons For example ProjectID UserOrRoleNames Filter TRAVEL ProjManEast AnalysisEast Region ContainsAny East TRAVEL ProjManWest Analysis West Region ContainsAny West If a user who has a global filter is also a member of a role that has a different global filter the filter at the user level overrides the role level filter The two filters are not combined The columns mentioned for each worksheet are the ones that the import process requires You can include other columns for your own purposes if you wish and the import process will ignore them Note also that you must create any properties and property groups before you import users and roles as the import process cannot create any that do not exist For more information see the topic Setting up global filters on p 136 107 IBM SPSS Data Collection Interviewer Server Administration User s Guide Exporting users roles and permissions When you have a lot of users and roles checking who is a member of each role and which permissions and qualifications each user or role has can be quite difficult to do on screen so User Administration provides an export facility that writes this information out in spreadsheet form The spreadsheet i
167. oles aes miiia a eu beading a a laa eee a a Oa thai Peed 78 Assigning users to roles 00 0 c cece tenet eens 78 Removing users from roles 0 0 0 cece eect eee eee eee 83 Modifying user accounts 0 000 cece teen eens 84 Creating user property groupS 000 cece ete 86 Deleting user property groupS 0 0 cece teens 88 Adding properties to user property groupS 00000 e eee eee eee 89 Changing a user property s definition 0 00 00 cc eee 92 Deleting a user property 0000 cece ttt teens 93 Importing users and roles 00 0c cece tee teens 95 Exporting users roles and permissions 0000 cece cece e eee eens 107 Assigning users or roles to activities 0 00 0 eee 107 Unassigning users or roles from activities 0 000 c cece eee eee 111 Assigning users or roles to activity features 0 00 00 eee 113 Removing users or roles from activity features nannaa aaaea 125 Assigning activities to a user or role 2 0 0 cc ete eens 127 Assigning users or roles to a project 00 cece eee eee 129 Unassigning users or roles from projectS 0 0 cece eect eee eee 133 No Choice No Action 00 0 0 135 Setting up global filters 0 0 teens 136 User Properties Report crait asiri natai seemeeu ara tent e eee eee 141 User Roles Report 00 cece cnt e teen e eee eeeeae 142 Configuring acco
168. om www adobe com Use the Adobe Reader online Help for answers to your questions regarding viewing and navigating the documents Notice IBM SPSS Data Collection offers many powerful functions and features for use in the business of our customers IBM is not responsible for determining the requirements of laws applicable to any licensee s business including those relating to Data Collection Program nor that IBM s provision of or any licensee s receipt of the Program meets the requirements of such laws All licensees shall comply with all laws applicable to use and access of the Program whether such use or access is standalone or in conjunction with any third party product or service About IBM Business Analytics IBM Business Analytics software delivers complete consistent and accurate information that decision makers trust to improve business performance A comprehensive portfolio of business intelligence predictive analytics financial performance and strategy management and analytic applications provides clear immediate and actionable insights into current performance and the ability to predict future outcomes Combined with rich industry solutions proven practices and professional services organizations of every size can drive the highest productivity confidently automate decisions and deliver better results As part of this portfolio IBM SPSS Predictive Analytics software helps organizations predict future events and proacti
169. omer account If you are not using customer accounts click Projects under the System account A list of current projects appears on the right hand side of the page gt Select the project that you want to unassign then select the Users or Roles tab in the right table This displays the users or roles to which the selected project is currently assigned 135 E System Users 8 Roles Projects Activities IBM SPSS Data Collection Interviewer Server Administration User s Guide Projects Show projects whose Project Name w Starts with Iv Enter your search condition above Then select the Find button Projects SY AndyTest1 ANDYTEST1 MultiMode1 MULTIMODE1 Users Roles gt Deselect the appropriate users or roles and click OK You can also click Add Remove to display the Add User or Add Role dialog box appropriate users or roles for the selected project and click OK No Choice No Action Deselect the Every second is important in CATI interviewing including the time it takes a user to login to the IBM SPSS Data Collection applications select a project to work with and then select the Phone Participants activity While this wasted time may appear to be miniscule every second lost has a measurable economic impact In order to minimize this impact and maximize phone participants as well as all users efficiency Data Collection has eliminated the need f
170. omes from the Table Object Model TOM and the related Table Aggregator component Sometimes there is an additional error message from the CDSC that is used to access the case data and this can sometimes give a clue to the cause of the specific problem 22 Chapter 7 Aggregator Error 296 Input data doesn t exist neither VDATA nor HDATA found This generally means the case data specified in the connection string cannot be found If you are using a file based case data format check that you specified the correct file and location and that the file is present Check that you specified the right type of data that you didn t select SPSS Statistics SAV DSC when you meant IBM SPSS Data Collection DRS DSC etc If you are using RDB DSC 2 check the following m Inthe OLE DB connection string specified for the Case Data Location is the Initial Catalog property set to the name of the database m Inthe OLE DB connection string specified for the Case Data Location is the Data Source property set to the name of the server on which the SQL Server database is located m Is the Case Data Project correct In a project that originated in Interviewer Server this is typically the same as the database name m Do you have appropriate access permissions for the SQL Server database Aggregator Error 239 Failed to initialize CDSC This message is generally followed by a message from the CDSC that should provide more information about the problem
171. on to perform in depth analysis of survey data after it has been collected for example using another data collection tool The data can be in any format supported by the IBM SPSS Data Collection Data Model The instructions for setting up the Interviewer Server and analysis projects are given separately because the procedures are somewhat different 12 Chapter 1 Creating a new Interviewer Server project These instructions cover setting up a project for use with IBM SPSS Data Collection Interviewer Server If you also have IBM SPSS Data Collection Survey Tabulation installed the project will automatically be set up for use with Survey Tabulation This means that you will be able to define your analyses in Survey Tabulation even before you start interviewing It is safe to use Survey Tabulation to analyze your data while you are collecting it because Survey Tabulation always opens the data in read only mode When you create new variables in Survey Tabulation they are stored separately from the main project data Note Project names are unique to each customer account After deleting a project other users will not be able to create a new project with the same name as the deleted project unless they are assigned to the same customer account in which the deleted project was created Project names and IDs Every project has a name and an ID The name is the name by which the project will be identified in IBM SPSS Dat
172. one else may check out the old files from the Shared folder If you then check in your files they will be overwritten when the other person checks in their changes and your changes will be lost Get into the habit of checking in files and then unlocking the project If in doubt do not unlock the project As soon as you run an activity on a project the project is locked and other users will not be able to access the files If you are ready to work on a project but cannot run an activity straight away lock the project to prevent other users using the files Example Here is an example that illustrates how an questionnaire designer a translator and a scriptwriter can all work on a project together The questionnaire designer creates the project and runs Build to build the basic questionnaire It takes the designer two days to complete the first draft of the questionnaire The project is automatically locked by questionnaire designer so the translator and scriptwriter cannot access any of the files that Build creates In any case until the questionnaire designer checks the files in manually or tests or activates the questionnaire the files exist only in the User folder The questionnaire designer tests the questionnaire which automatically copies files from the User folder into the Shared folder However because the project is still locked no one else can access these files The questionnaire designer continues the cycle of testing and
173. ople will see those projects in their project list The project list may be a simple list of project names or it may be organized into a hierarchical structure in which similar or related projects are grouped within folders of by customer account Folder creation and deletion is directly related to the creation and deletion of projects you cannot create or delete empty folders When you create a project you can if you have the appropriate permissions create a new folder in which to place the project or you can place the project in an existing folder When you delete projects in folders Interviewer Server Administration automatically deletes the folder when you delete the last project from the folder The project list is sorted in alphabetical order folders first similar to Windows Explorer If you sort the list by project status projects are sorted by name within their status groups Note The hierarchical project list is a display feature only It does not create a hierarchical structure on the disk All projects are created in the user s working folder for example in Users ben Projects even if they are displayed as being in a folder in the project list The following permissions levels control how you can work with the project list m Users with no special permissions can create projects at the top level of the hierarchy or in an existing folder but cannot rename projects move them to different folders or delete them m Users with
174. or example in Users ben Projects even if they are displayed as being in a folder in the project list gt To specify which roles may access the project select the Permissions tab and then select roles as appropriate E Advanced Web Page Dialog Groups Roles V scriptwriter M projman V supervisors gt Click OK to close the Advanced dialog box and then click OK again to create the project This opens the Upload Existing Data dialog box Upload Existing Data Web Page Dialog Data Type Select data type File to upload File s uploaded none Test Connection gt In Data Type select the type of data you will be uploading 20 Chapter 1 gt In File to upload click Browse Then browse to where your data files are located and double click the file you want to upload The file begins to upload immediately When the upload is complete the name of the file appears in the File s uploaded list You can upload only one file at a time but when each file has been uploaded you have the option to upload another one If you upload a zip file Interviewer Server Administration automatically unzips the file and deletes it when the upload is complete After uploading an mdd file whose name is different from the project ID you will be asked whether you want to change the name of the mdd file to match the project ID Select Cancel If you want to check that Interv
175. or users to take action click when there are no actionable projects or activities When a user or role has access to only one project and one activity and is assigned the No Choice No Action option the user directly enters the project or activity after logging in When the user logs off the system logs the user out of Data Collection 136 Chapter 1 Assigning the No Choice No Action Feature The No Choice No Action feature is listed under the IBM SPSS Data Collection Interviewer Server Administration activity For more information see the topic Assigning users or roles to activity features on p 113 Setting up global filters Global filters are user level or role level filters that control access to case data in a project For example in a company that provides insurance services you may have roles associated with different types of insurance The Household role may have a global filter that restricts group members to seeing data associated with household insurance such as building or contents insurance the Personal role may have a global filter that selects only data associated with life and earnings protection insurance and so on Alternatively you might decide to set up filters based on sales regions so that members of the Eastern sales group can see details about all insurance types but only for clients in their area For any user or role you may set the same global filter for all projects or you may vary them between p
176. other times you will see an option in the Tools menu for doing so Administrators may change any user s password so if you have forgotten your password you can ask your administrator to assign you a new one gt To change your password choose Options gt Change Password This opens the Change Password dialog box ChangePassword Web Page Dialog Please enter your new password below User Name pam Old Password New Password Confirm New Password Cancel gt Enter your current password and the new password Confirm the new password gt Click Change to make the change and close the dialog box Changing other peoples passwords If you run Change Password as an administrator the dialog box that is displayed has a User Name text box in which you select the name of the user whose password you want to change There is no prompt for the user s existing password as this may not be known Just enter and confirm the new password 8 Chapter 7 Setting IBM SPSS Data Collection Interviewer Server Administration options gt IBM SPSS Data Collection Interviewer Server Administration options control the following aspects of Interviewer Server Administration behavior Project list You can control which types of projects you see in your project list and the order in which they are shown Folders are always sorted in alphabetical order but within folders projects can be sorted by name or
177. ow the steps for creating filters When you click Edit the dialog box shows the previous filter value Remove the filter value and clickOK User Properties Report The User Properties Report displays user properties as columns grouped into IBM SPSS Data Collection Interviewer Qualifications and other properties such as Location for each interviewer as rows The User Properties Report is simply a listing of all user properties for the specified filtering role and the role s users To run the User Properties Report gt In the left tree select the appropriate customer account If you are not using customer accounts select the System account gt Select User Properties from the Reports menu Figure 1 36 This opens the Select Role for Report dialog box Figure 1 37 CATlinterviewer iv gt Select the appropriate role for the report and click Create Report The User Properties Report is generated based on the selected role Figure 1 38 142 Chapter 1 User Roles Report The User Roles Report displays roles as columns for each user as rows The user members of the role shown in the report are limited to those whom the Supervisor or IBM SPSS Data Collection Interviewer Server Administration User has access To run the User Roles Report gt In the left tree select the appropriate customer account If you are not using customer accounts select the System account gt Select User Roles
178. plays the users and roles to which the activities are currently assigned 128 Chapter 1 Activities Activation Activation History Interviewer Monitoring Interviewer Server Administration Phone Participants Phone Surveys Add Remove gt Click Add Remove This opens the Add User or Add Role dialog box 129 IBM SPSS Data Collection Interviewer Server Administration User s Guide CATlinterviewer CATIsupervisor CustomerAccountAdmins DPMAdmins ProjectManager SampleManager SurveyCreator P P a T a A P gt Select the users or roles you want to assign to the activity and click OK Assigning users or roles to a project Do one of the following Either gt Inthe left tree click Users under the appropriate customer account to assign users to a project or Roles under the appropriate customer account to assign all members of a role to a project If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page gt Select the users or roles that you want to assign then select the Projects tab in the right table This displays the projects to which this user or role is currently assigned 130 Chapter 1 FI Ee System Users B Roles Projects B Activities Users Show users whose User Name v Starts with x Enter your search condition
179. project name to skihols it will appear as skihols throughout IBM SPSS Data Collection Interviewer Server Administration but the files will still be referred to as holidays gt Select the Project tab and make your changes Changing Permissions You can change the roles that have permission to access the project The Permissions tab lists all roles those roles that currently have permission to access the project are checked D E f Proiect J EditProject Project Id TEA Project Name tea Description Tea survey Inbound and CATI To edit the properties for the current project fill in the form below Groups Roles CO scriptwriter TO projman O supervisors gt On the Permissions tab select the roles that are to have access to the project and deselect any whose access is to be removed 47 IBM SPSS Data Collection Interviewer Server Administration User s Guide Changing Connection Properties gt gt You can use the Connection tab in Edit Project to view and if necessary change the project s connection properties Generally you should not change the connection properties for an IBM SPSS Data Collection Interviewer Server project For an IBM SPSS Data Collection Survey Tabulation project you might want to change the connection properties during the initial stages of setting up the project but should not normally do so afterwards CA f Proiect Permissions f EditProject
180. provides information on the number of users who have used the various IBM SPSS Data Collection Interviewer Server Administration activities during a particular time period Viewing the Concurrent Usage report From the Interviewer Server Administration menus select Reports gt Concurrent Usage Report The report provides statistics based on hourly daily and monthly activity usage Note You must be assigned to the Concurrent Usage Report activity in order to view the report When assigned to the CustomerAccountAdmins role you have unlimited access to all users roles projects activities and activity features including concurrent usage reports for your defined customer account s For more information see the topic User Administration on p 56 Creating a Concurrent Usage report Select one or more activities in the activity list In Customer Account select the account you want to view or select All to view the report across all accounts In Units of time select Hourly Daily or Monthly In the Starting on and Ending on fields select the time period that the report will cover Note The selected time is UTC time gt Click Apply to generate the report The report displays on the right side of the screen Web Explorer Use the Web Explorer to manage files within your projects Depending on the menu option that you use to access the Web Explorer it appears as an Open or Save dialog box The Web Explorer gives you ac
181. py gt From the Files menu choose Actions gt Check Out Undoing Check outs If you have checked a file out from the shared folder there will be a copy of the file in the shared folder and a copy of the file in your user folder The content of the two files may be different If you want to remove the copy of the file from your user folder without updating the version in the shared folder you can undo the check out To Undo Check outs gt Inthe list of project files select the Checked Out files gt From the Files menu choose Actions gt Undo Check Out 148 Chapter 7 When to Check Files In and Out Some users find the concept of checking files in and out confusing and often worry that they will lose their work either because someone else overwrites a file with a different version or because they start working on the wrong version of a file without realizing it The rules for checking files in and out can vary between and within companies depending on the number of people involved in a project s development so it is hard to give fixed rules about when to check files in and out This topic gives some recommendations on good practise regarding checking files in and out and provides an example that may help to clarify the situation further If you are worried about losing work remember that all the time you have a project locked very few of the project files will be available to any user who does not have administrati
182. r qualifications must be nterviewerQualifications gt In Group Description type a description of the group s function gt Click Create You are returned to the previous page of the dialog box which now provides facilities for adding properties to the group 88 Chapter 7 Figure 1 19 Empty property group page Edit User Properties iali Create edit a group of user properties for CATlinterviewer Group Name OtherProps Group Description Other Properties Define edit the properties in the table below User Properties Click here to add new i gt H Deleting user property groups gt gt gt Figure 1 20 Edit user properties icon a Figure 1 21 Delete property group icon X Click the Edit user properties icon in the toolbar This opens the Edit User Properties dialog box Figure 1 22 Choose role for property group 3 Edit User Properties Web Page Dialog Manage User Properties Define a group of properties CATiinteriewer for CATlinteriewer Select a user role from the list of existing roles above Then add or modify properties for that role in the table below Property Groups InterviewerQualifications Interviewer qualifications HandleQueue_REFUSED Language In the Property Groups frame select the property group you want to delete and click the Delete property group icon in the title bar Confirm or cancel your request when asked to do so
183. r IBM SPSS Data Collection Interviewer Server Administration 3 IBM SPSS Data Collection Interviewer Server Administration in other languages 4 The IBM SPSS Data Collection Interviewer Server Administration screen 4 Changing your password 00 0 cece teen teens 7 Setting IBM SPSS Data Collection Interviewer Server Administration options 8 The project list i si 2c ededae ae hades Mee dee biog et ee Ga to ee eid teed 9 Navigating inthe project list 00 0 cece tenes 9 Expanding and collapsing project folders 0 0 0c c cece eee eee 10 Moving existing projects into folders 00 00 c eee ee 10 Renaming projects and folders 0 0 ccc tne n eee nes 11 Refreshing the projectlist 0 0 c ect e eee eee 11 Creating a new project 0 cent eee eee eee 11 Creating a new Interviewer Server project 0 0 00 cece eee eee eee ee 12 Creating a New Analysis Project 00 0 e eee 14 Setting up a IBM SPSS Data Collection Interviewer project 2 0 000 e eee 40 Modifying web service settings 0 0 ccc ccc eee eet eee n tenes 41 Custom project setup for IBM SPSS Data Collection Interviewer projects 41 Deleting projects sv ckew eek ete ed ged pieri kata maae headed di a i ana E a aiaa a 41 Locking and unlocking projects n nnan cc ccc cen ent een een ene 42 Unlocking other people s projects
184. r case data to another location In2data Database Reads case data from an In2data Database i2d file Quancept Data File DRS Reads case data in a Quancept drs drz or dru file using the QDI DRS DSC Quantum Data File DAT Selects the Quantum DSC which reads and writes case data in a Quantum format ASCII file Quanvert Database Selects the Quanvert DSC which reads data in a Quanvert database SPSS Statistics File SAV Reads and writes case data in an SPSS Statistics sav file Surveycraft File Reads case data from a Surveycraft data file Tip If you have specified a Metadata Type and a Metadata Location and the default data source in your metadata refers to the case data that you want to connect to you don t need to specify a Case Data Type or a Case Data Location Case Data Location The name and location of the case data The way you specify this depends on the type of case data that you selected in the previous drop down list ADO Database The OLE DB connection string for the ADO data source To build this string click Browse which opens a second Data Link Properties dialog box in which you can choose the options for your data source For example to connect to a Microsoft Access database or a Microsoft Excel file select Microsoft OLE DB Provider for ODBC Drivers in the Provider tab and click the Build button in the Connection tab to build a connection string that uses the Machine Data Source called MS Access
185. ransparent font family helvetica tahoma arial moz box shadow 3px 3px 5px 333 webkit box s hadow 3px 3px 5px 333 box shadow 3px 3px 5px 333 RoundedTable td header RoundedTable td RoundedTable td RoundedTable td RoundedTable td RoundedTable td RoundedTable td RoundedTable td RoundedTable td Table body for RoundedTable td RoundedTable td ooter for roun RoundedTable td RoundedTable td RoundedTable td RoundedTable td RoundedTable td Top menu items margin 0 padding 0 Rounded Rounded Rounded Rounded Rounded Light Headers for rounded Tabl Rounded Rounded Rounded Rounded rounded Rounded Rounded Rounded Rounded Rounded Rounded ded tabl Tab Tab Rounded eOuterBorder background color 000 Dark Headers for rounded tables eDarkHeader RoundedTable td RoundedTableDarkHeaderTL RoundedTable td f leDarkHeader background image url Tables tabmainon png TableDarkHeaderTL background image url Tables tabfirston png leDarkHeaderTR background image url Tables tabendon png background positi tables TableLightHeader background image url Tables tabmainoff png TableLightHeaderTL background image url Tables tabfirstoff png background pc TableLightHeaderTR background image url Tables tabendoff png background pos tables TableDarkInfo backgro
186. rce object of the same type that is encountered and store the new case data location in it m Create a new Data Source Select this option if you want to create a new DataSource object This is useful when you do not want to use the same variable names when exporting to SPSS Sav as used previously m Raise an Error Select this option if you want the connection to fail For more information see the IBM SPSS Data Collection Developer Library Categorical variables Specifies whether to display the categories of categorical variables as numeric values or names Validation Select if you want case data to be validated before it is written Deselect if you do not want any validity checks to be performed on case data before it is written Allow Dirty Select if you have chosen data validation and you want to run in dirty mode This means that data is accepted even if it has some inconsistencies Deselect this option to run in clean mode which means that data is rejected if it contains any inconsistencies for example if more than one response has been selected in answer to a single response question The validation that is performed varies according to the CDSC that is selected User name If required enter your User ID Password If required enter your password Data Link Properties All You can use the All tab in the Data Link Properties dialog box to edit all of the available connection properties However generally you define
187. re 1 26 Create edit user properties Z Edit User Properties Web Page Dialog Edit User Properties Create edit a group of user properties for CATlinterviewer Group Name InterviewerQualifications Group Description Interviewer qualifications Define edit the properties in the table below User Properties Handle queue refused Bool single True False Matches Any Languages spoken by interviewer English French Spanish catagory multiple Cantonese Urdu Matches Any gt Inthe User Properties frame click the Add property group icon in the title bar or click lt Click here to add new gt This displays a dialog for adding a new property 91 IBM SPSS Data Collection Interviewer Server Administration User s Guide Figure 1 27 Add property to property group E Edit User Properties Web Page Dialog Edit User Properties Create edit a group of user properties for CATlinterviewer Group Name InterviewerQualifications Group Description Interviewer qualifications Define edit the properties in the table below User Properties HandleQueue_REFUSED Handle queue refused Bool single True False Matches Any Languages spoken by English French Spanish interviewer Cantonese Urdu Category gt single v Matches Any a snes Language Category multiple Matches Any In Property type a name for the property Names may not contain spaces In Description type a description of the p
188. reator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyReviewer SurveyCreator SurveyCreatorAdvanced Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyReviewer 116 Chapter 7 Display name Internal name Roles assigned to this activity or feature by default Can edit advanced properties dependent on permission to Can view advanced properties Can view custom properties Can edit custom properties dependent on permission to Can view custom properties Can edit translator notes 4 Work with Repository C amp DS Can set up connection to repository Work with Library Can insert from library 4 Tools Can deploy a project locally 4 Can run Auto Answer 4 Work with Templates Can apply project templates Protected Questions Can edit protected CanEditAdvancedProperties CanViewCustomProperties CanEditCustomProperties CanEditTranslatorNotes CanSetUpRepositoryConnection CanInsertFromLibrary CanDeployProjectLocally CanRunAutoAnswer CanApplyProjectTemplates CanEditProtectedQuestions SurveyCreator SurveyCreatorAdvanced Analyst ProjectManager SurveyCreatorAdv
189. restore it Surveycraft ODT VO files When you upload IBM SPSS Surveycraft data you must upload both the gdt and vq files You may also want to create a metadata mdd file and upload that as well This does not increase the initial speed of Survey Tabulation but can improve performance when you next open the project in Survey Tabulation You must have write access to the gdt and vq files that you want to upload 17 IBM SPSS Data Collection Interviewer Server Administration User s Guide For detailed information about the DSCs that come with the Data Model and how they interpret the underlying data see the Data Collection Developer Library Creating the New Project in IBM SPSS Data Collection Interviewer Server Administration This topic provides information about creating a I BM SPSS Data Collection Interviewer Server Administration project that uses data that is not part of an IBM SPSS Data Collection Interviewer Server project For instructions on creating a new questionnaire project see Creating a New Questionnaire Project Project Names and IDs Every project has a name and an ID The name is the name by which the project will be identified in Interviewer Server Administration It is for display purposes only and you can change it at any point in the project s life cycle The ID is the name that the Interviewer Server Administration activities will use when creating files associated with the project so it is us
190. rink the panel so that only the title bar is visible by clicking the button on the right of the title bar Clicking the button again reopens the panel The Activity list The activities that are available for a project depend on which products are available what you are allowed to access whether the project is locked by another user and for Interviewer Server projects the project s status and requirements m You will not see Survey Tabulation in the list of activities if it has not been installed Similarly the Interviewer Server activities will not be shown if Interviewer Server has not been installed m Access to Interviewer Server Administration activities is controlled by roles and each role has access to a different set of projects and activities Some users may have one role and others several roles How the roles are set up will vary For example users who belong to the ScriptWriterGroupA role might have access to a different set of projects and activities from a user who belongs to the AnalysisGroupB role The ProjectVanagerGroupA role might have access to the same activities but a different set of projects from the ProjectManagerGroupB and so on m When a project is locked by another user some activities that you can normally access may not be available m For Interviewer Server projects if the project has not been activated you will see the activities related to setting up a project including Build Launch Participants and
191. roject Properties x gt On the Properties tab select the property and click the Delete icon at the top of the properties list Changing Project Properties You can change the value of a project property at any time but not its name or type To change property names or types you must delete the existing property and then create a new property with the required name and or data type For information about the function of individual properties see Project Properties To Change the Value of a Project Property On the Properties tab click the property value you want to change and type the new value Note If a property name is displayed in light blue the property is a read only property and cannot be changed 51 IBM SPSS Data Collection Interviewer Server Administration User s Guide Importing Properties from Another Project If you have added properties to one project that you want to add to other projects you can save yourself time and reduce the likelihood of errors by importing the new properties from one project into another gt On the Properties tab click the Import icon at the top of the properties list This opens the Import Properties dialog box E Import Properties Webpage Dialog Project ID Coffee_Survey COFFEE_SURVEY Application Tabulation Status Active Label Coffee_Survey ClusterList DefaultCluster DataLocation Provider mrOleDB Provider 2 Data Source mrRdbDsc2 Locati
192. rojects Activities that use global filters include Survey Results Export Data and IBM SPSS Data Collection Survey Reporter If a user who has a global filter is also a member of a role that has a different global filter the filter at the user level overrides the role level filter If a user is a member of two roles that have different filters for a project the filters are combined so that he she sees data selected by at least one of the filters Suppose you have the following users and roles m UserA belongs to Role and Role2 m UserB belongs to Role2 and Role3 m UserC belongs to Role2 and Role4 and you set up the following global filters Project Id User name Role name Global filter ProjectA UserA Region ContainsAny Eastern ProjectA Rolel Region ContainsAny Western Role2 Region ContainsAny Southern Role3 Region ContainsAny Northern Role4 NOT Region ContainsAny Northern When the users access the case data for project A the following filters are applied m UserA the filter is Region ContainsAny Eastern m UserB the filter is Region ContainsAny Southern OR Region ContainsAny Northern m UserC the filter is Region ContainsAny Southern OR NOT Region ContainsAny Northern Global filters are based on questions in the project s questionnaire script In the first example the case data would need to include a question that says what type of insurance the da
193. roperties dialog box so that only read enabled CDSCs are listed when the Mode setting is read for example Other uses of this property are reserved for future use String Password The password used to connect to the data source String User ID The User ID used to connect to the data source String MR Init Allow Dirty The dirty data write mode Allowing dirty data generates warnings rather than errors when dirty data is encountered This setting is ignored if the value of the MR Init Validation setting is False The default value is False Boolean MR Init Category Names Specifies whether the Data Model is to output category values or names The default value of 0 indicates that the values are used A value of 1 indicates that the names are used This property can be used only if MDM mapped values are selected for the MR Init Category Values property Long 35 IBM SPSS Data Collection Interviewer Server Administration User s Guide Property Name Description Data Type MR Init Category Values Specifies whether the MDM Long mapped category value are used or whether the native values are used The default value of 0 indicates that the MDM mapped category values should be used A value of 1 indicates that the native values should be used If no MDM Document is available the native values are used What the native values represent depends upon the DSC and the nature
194. roperty In Type choose the property s data type This must be one of m Category The equivalent of the response list to a categorical question Used for properties such as languages spoken gender level of experience Bool A pair of boolean values Used for properties with Yes No values such as whether the interviewer is a refusal converter In Selection Type choose single if an interviewer may have only one of the property s values set or multiple if interviewers may have more than one of the property s values set In the Options box type the possible values for this property Values may be entered on separate lines or as a single comma separated list You must enter at least one value Options for boolean properties are displayed automatically In the Default box select the default value for the property If you do not want to set a default value choose Matches Any When you create new user accounts the default setting will be assigned to any interviewer for whom a more specific qualification is not set For example if you set Matches Any for a language qualification any interviewer who does not have a specific language qualification set will be able to receive calls for respondents who speak any language at all Click Apply Repeat these steps to add other properties to the same group Click Close to return to the Manage Users Properties page 92 Chapter 7 Changing a user property s definition Figure
195. rrentTablesFilename The user s current tables document mtd file DataLocation The project s connection string LevelsShown Specifies the number of levels of a variable name to display in Survey Tabulation Use this property to limit the length of variable names when your variables use namespaces for example select 1 to display only the final level from the namespace For projects containing grid variables enter a value of at least 2 to ensure that the full grid name is displayed MetadataScript Stores an XML document that contains details of any new variables and modifications to existing variables made by the user in Survey Tabulation User Administration You use User Administration to set up and maintain customer accounts for IBM SPSS Data Collection Interviewer Server Administration users to set up and maintain user groups known as roles in Interviewer Server Administration and to specify access rights to projects case data and activity features for different customer accounts users and roles All information about projects activity features and access rights is stored as properties in the Distributed Property Management system DPM User Administration displays this information using a tree structure similar to that of Windows Explorer and provides a flexible method of changing and adding information Notes m Ifyou want to use User Administration you must be authorized in Inte
196. rsion Survey Tabulation always uses a combination of all of the available versions this is sometimes called the superversion regardless what you select in this dialog box gt From the Case Data Type drop down list select the type of case data you are using for the project If the case data is stored in a relational MR RDB database make sure you select SPSS MR Relational MR database 2 gt Enter the Case Data Location How you enter the location depends on the case data type When the case data format is file based you can click Browse and then select the file in the Select dialog box If necessary use the Upload button to upload the files If the case data is stored in a relational MR database see Connecting to a Relational MR Database Using RDB DSC 2 for more information gt Ifthe case data is stored in a relational MR database enter the Case Data Project For all other case data types clear this text box 49 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Click OK Working with Project Properties IBM SPSS Data Collection Interviewer Server Administration stores properties for each project in the Distributed Property Management DPM system Project properties store information that is needed by Interviewer Server Administration and other activities For example the UseSampleManagement property specifies whether an IBM SPSS Data Collection Interviewer Server project uses Sample Man
197. rules to copy any optional files that exist For example the Launch activity requires a mdd file and a sif file but can also use template files htm html and xml image files jpg jpeg png and mov and quota files mqd mdd and copies any of these files that do not exist in the user s folder from the shared folder 145 IBM SPSS Data Collection Interviewer Server Administration User s Guide When an activity closes it leaves all files in the user s folder If you want to make any changes or new files available to other users you must check those files in to the shared folder Note When you are working on a project the project is locked so that other users can read files but not change them When you have finished working on a project you should not only check in the new or revised files but also unlock the project File Management IBM SPSS Data Collection Survey Tabulation IBM SPSS Data Collection Survey Tabulation handles the IBM SPSS Data Collection Interviewer Server Administration file management differently from the IBM SPSS Data Collection Interviewer Server activities because Survey Tabulation always opens the data files in read only mode When you create new variables in Survey Tabulation they are stored separately from the main project data The default File Management behavior for Survey Tabulation data files is as follows m When Survey Tabulation starts it checks the user s folder for
198. rver Administration based on their function The migration behavior of these new roles is as follows For split features the deprecated feature is replaced with the new corresponding features The following features have been split m Can activate project is replaced with the Can activate in test mode Can activate in go live mode Can view advanced activation settings and Can edit advanced activation settings features m Can manage context and language is replaced with the Can manage context and Can manage language features m Can insert edit script items is replaced with the Can edit script item Can insert script item and Can delete script item features For new features a Interviewer Server Administration administrator will need to manually add the features to the appropriate roles Users or roles who have access to IBM SPSS Data Collection Author will be automatically granted the newly added features users or roles who have access to the Can Manage Context And Language or Can Activate Project features will be automatically granted the associated split features Some of the new features are not intended for every user or role You can manually remove any unneeded permissions by utilizing the provided InitializeRoleBase mrs script The script allows you to batch add or remove the feature permissions for existing users and roles The script is located at INSTALL _FOLDER IBM SPSS DataCollection 6 Interviewer Server Administratio
199. rveyCreatorAdvanced SurveyLauncher m Select the roles to which you want to add the user and click OK Creating user property groups Figure 1 15 Edit user properties icon T Figure 1 16 Add property group icon 87 IBM SPSS Data Collection Interviewer Server Administration User s Guide gt Click the Edit user properties icon in the toolbar This opens the Edit User Properties dialog box Figure 1 17 Choose role for property group 3 Edit User Properties Web Page Dialog Eg Manage User Properties Define a group of properties CATinteviewsr ji for CATlinterviewer Select a user role from the list of existing roles above Then add or modify properties for that role in the table below Property Groups InterviewerQualifications Interviewer qualifications HandleQueue_REFUSED Language gt In Define a group of user properties for select the role to which the property group refers gt Inthe Property Groups frame click the Add property group icon in the title bar or click lt Click here to add new gt This opens a new page in the dialog box Figure 1 18 Create group dialog box Edit User Properties Create edit a group of user properties for CATlinterviewer Group Name Group j Description To create a new property group enter the name and description above Then press Create gt In Group Name type a name for the group you are creating The group name for interviewe
200. rviewer Server Administration to use the activity For further details open the JBM SPSS Data Collection Developer Library documentation and search for the topic entitled Who Can Run User Administration DPM can support up to 5000 users before any noticeable loss in performance When Interviewer Server Administration is installed the following special roles are created m Analyst This role is for IBM SPSS Data Collection Author users and allows analysts to define the way each question should be reported change the analysis context but not add or remove questions The role provides access to the following Author activity features Can save edited questionnaire file to server Can edit labels Can edit base language Can manage context Can edit Analysis context Can view routing Can view question properties Can view advanced properties Can view custom properties 57 IBM SPSS Data Collection Interviewer Server Administration User s Guide Can edit translator notes Can run Auto Answer Files CATlinterviewer This role is for CATI Interviewers and is set up to give access only to Interviewer Server Administration excluding the Allow unlock project feature and the Phone Participants activity excluding the Can set up interviewer stations feature You must make your interviewers members of this role if you want IBM SPSS Data Collection Interviewer
201. s are added to the current settings The only way to delete roles from projects is to remove the roles manually using User Administration Activities Activities and activity features available to each role The worksheet must contain two columns called Activity and Roles but may also contain a Features column Each line defines one activity or activity and feature combination and the roles that may use that activity or feature Roles in a list must be separated by semicolons For example Activity Feature Roles Launch ProjMan Scriptwriter Analysis Launch canUnlockProject ProjMan Scriptwriter ProjectEditor ProjMan Scriptwriter Analysis ProjectEditor canCreateProjects ProjMan Scriptwriter Analysis ProjectEditor canSetProjectState ProjMan Scriptwriter Analysis ProjectEditor canAlterProperties ProjMan Activities and activity features have two names an internal one that Interviewer Server Administration uses and an external one that is more descriptive and that you see on the Interviewer Server Administration screens You must use Interviewer Server Administration s internal names in the spreadsheet Display name Internal name Roles assigned to this activity or feature by default Activation Activation 98 Chapter 1 Display name Internal name Roles assigned to this activity or feature by default Can activate in test mode CanActivateInTestMode ProjectManager 4 Sa
202. s called UsersAndRoles xls and has the same format as the one that you create for importing users For more information see the topic Setting up the spreadsheet on p 96 gt In the left tree select the appropriate customer account If you are not using customer accounts select the System account gt Select Export from the Files menu This displays the Exporting message box while the file is being created followed by a File Download dialog box which offers you the option of opening the spreadsheet or saving it on your computer gt To open the file click Open to save the file click Save and choose where you want to save the file you may rename it at this point too if you wish gt Click OK to close the Exporting box Assigning users or roles to activities Do one of the following Either gt In the left tree click Users under the appropriate customer account if you want to assign an individual user to an activity or click Roles under the appropriate customer account if you want to assign all members of a role to an activity If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page gt Select the users or roles in the left table to assign and select the Activities tab in the right table This displays the activities and activity features to which this user or role is currently assigned 108 Ch
203. s required by the project Choose Actions gt Check In This checks the files into the shared folder Click the Home button on the Files toolbar to close the activity Select the project in the Interviewer Server Administration project list Click the Unlock Project button 2 21 IBM SPSS Data Collection Interviewer Server Administration User s Guide Your project will now be available to the users who have the roles you selected for the project Creating and Populating a Test Table After setting up a non IBM SPSS Data Collection Interviewer Server project for use in IBM SPSS Data Collection Survey Tabulation you should open the project in Survey Tabulation in order to test that the connection string has been set up correctly and the data is accessible This step is not generally necessary when you are using an Interviewer Server project in Survey Tabulation because the connection string is created for you To Create and Populate a Test Table in Survey Tabulation gt Select the new project and click Survey Tabulation There will be a short delay while Survey Tabulation initializes gt Ifyou see the message Server error Failed to load data it indicates that Survey Tabulation was not able to connect to the metadata You will be returned to IBM SPSS Data Collection Interviewer Server Administration where you should first check that you have checked the project s data files into the shared folder If
204. signment click the applicable check box for that property Click OK when you are ready to continue If there is more than one property group the Assign User Properties dialog box is displayed for the next property group otherwise you are returned to the main user details dialog box gt Click OK to create the user account 75 IBM SPSS Data Collection Interviewer Server Administration User s Guide Removing users gt In the left tree click Users under the appropriate customer account If you are not using customer accounts click Users under the System account A list of current user names appears on the right of the screen Show users whose User Name Starts with w E System Enter your search condition above Then select the Find button Users 8 Roles pe l Projects Roles Projects Activities Activities u N Role N DPMAdmin SPSS DDTestUser Remove SPSS mrpdtest Remove userl Remove gt Click Remove on the line for the user you want to remove gt Confirm the request when prompted to do so Adding roles Roles group users into functional groups usually based on the activities that the user needs to run within IBM SPSS Data Collection Interviewer Server Administration For example members of the Scriptwriters role may be able to run activities to do with designing and building questionnaires such as Build and Launch but not other activities w
205. sisContext CanViewRouting CanEditRoutingStructure CanEditRoutingItem CanInsertRoutingltem CanDeleteRoutingItem CanEditScriptItem CanInsertScriptItem CanDeleteScriptItem CanEditRestrictedScript CanInsertRouting CanDeleteRouting CanEditQuestionStructure CanInsertQuestion Analyst SurveyCreatorAdvanced Translator Analyst ProjectManager SurveyCreator SurveyCreatorAdvanced SurveyReviewer SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreatorAdvanced SurveyCreatorAdvanced SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced SurveyCreator SurveyCreatorAdvanced IBM SPSS Data Collection Interviewer Server Administration User s Guide 100 Chapter 1 Display name Internal name Roles assigned to this activity or feature by default Can delete a question 4 dependent on permission to Can edit question structure Can edit a shared list 4 Can insert a shared list 4 dependent on permission to Can edit shared list Can delete a shared list 4 dependent on permission to Can edit shared list Database Questions Can edit database question settings 4 dependent on permission to Can edit question structure
206. sist Security Info False Initial Catalog short_drinks Data Source LocalHc Initial Catalog INSTALL_FOLDER IBM SPSS DataCollection 6 DDL Data Mdd short_drinks mdd MR Init Project short_drinks MR Init Custom FavorMemory Note that in these examples each connection property is presented on a separate line for clarity In practice you should specify the connection string without line breaks Data Link Properties Advanced You use the Advanced tab in the Data Link Properties dialog box to define additional connection properties 3 Data Link Properties Web Page Dialog Raise error so connection fails Return data as category labels ok cance 33 IBM SPSS Data Collection Interviewer Server Administration User s Guide Metadata Source when Location is Different The Data Model uses the DataSource object to store details about case data that is associated with an MDM Document mdd file This option specifies what should happen if there is no DataSource object in the MDM Document with the same case data type whose location matches the case data location specified on the Connection tab m Use the Data Source except for location This is the default behavior Select this option if you want to use the first DataSource object of the same type that is encountered and do not want to store the new case data location in it m Use the Data Source and store the new location Select this option if you want to use the first DataSou
207. splayed Click the Home button to return to the Interviewer Server Administration activities list Figure 1 9 Home button f Setting up a IBM SPSS Data Collection Interviewer project This section describes how to set up a project for IBM SPSS Data Collection Interviewer In order for a project to be considered a Interviewer project it must have the IsMobile property set to True in the Distributed Property Management DPM system If this property is not set the project is not synchronized to remote devices Setting the IsMobile property Select the project in the project list and click the Edit Project Properties button On the Properties tab scroll down to the bottom of the list of properties and click Click here to add property A new property with placeholder values is added to the list Select NewProperty and replace it with IsMobile Select SomeValue and replace it with True Select Boolean from the Type menu 41 IBM SPSS Data Collection Interviewer Server Administration User s Guide Modifying web service settings You may also need to alter the default configuration of Sync WebService If this service will run on a server that does not also host Web interviews the web config file should be modified so that the ShouldHostTransferService setting is set to True Without this change the case data sent to the server will not be merged into the database For more information see Modifying the Default Web Servic
208. t Users gt LockOutTimeSpan gt The default key value is 2 hours Manually unlocking a user account You do not have to wait for the specified lockout duration gt Enter the User Administration activity gt Select a locked user from the left pane gt Click Modify in the right pane gt Deselect the User Account is Locked Out setting then click OK 144 Chapter 7 Files Files is a simple tool for managing files belonging to a project IBM SPSS Data Collection Interviewer Server Administration stores the files for each project in two or three locations depending on the project type m Shared folder Files in this folder are visible to anyone who has permission to access the project The location of this folder is FMRoot Shared Projects project_name where project_name is the name of the project m User folder A separate user folder exists for each user who accesses the project Files in this folder are private files that are visible only to the named user The location of this folder is FMRoot Users user_name Projects project_name where user_name is the Interviewer Server Administration user name m Master folder This folder is used for IBM SPSS Data Collection Interviewer Server projects only Whenever you activate a project the activation process copies all files from the shared folder into the master folder When a project is activated in Active mode the activation process also sends a message to all I
209. t of time before the Activation History activity s Activation Report automatically refreshes The default value is 180 seconds Refer to Activation History topic in the Interviewer Server User s Guide for more information Manage Logs IBM SPSS Data Collection Interviewer Server Administration and the activities and applications that run inside it create a number of log files that provide an audit trail of what each activity has done If you experience problems with IBM SPSS Data Collection Interviewer Server the IBM SPSS Data Collection administrator or a IBM Corp support representative will need to look at these files to find out what is causing the problems In a small installation where everything is installed on a single machine all the log files will be stored in a single folder and can be viewed easily using any text editor On clustered installations log files are created on each machine in the cluster which makes viewing them and matching up records between files quite difficult Manage Logs provides an easy method of viewing log files and can be used to create a zip file containing logs of your choice for sending to an IBM Corp support representative if you have problems that need investigation Note Although the primary purpose of log files is to record events some log entries may contain actual data or respondent details or references that enable data or respondent details to be extracted from other files In a
210. t survey data to your desktop View summary results of your survey View how many participants have completed this survey View information on telephone based interviewing Powerful analysis and tabulation Powerful analysis and tabulation Windows forms client View summary history of your activations The project list displays all projects that exist in DPM and that you can access An icon in front of each project name tell you about the project s status a Inactive The project is not yet available for interviewing or is a project that is for use in IBM SPSS Data Collection Survey Tabulation only Test The project can be used for running test interviews Active The project can be used for live interviewing Inactive and locked Test and locked Active and locked DEE oe If you hover over an icon or a project name Interviewer Server Administration displays a pop up showing the project s type IBM SPSS Data Collection Interviewer Server or Survey Tabulation and status If the project is locked the pop up tells you who has locked it For further information about the project list see The Project List 6 Chapter 7 The Activity Information panel Whenever an activity starts the Activity Information Panel is displayed in the upper right portion of the screen It lists the name ID and description of the current project and provides brief help about what to do next You can sh
211. t to assign then select the Users or Roles tab in the right table This displays the users or roles to which the selected activities are currently assigned 110 Chapter 1 Activities Activation Activation History Interviewer Monitoring Interviewer Server Administration Phone Participants Phone Surveys Add Remove gt Click Add Remove This opens the Add User or Add Roles dialog box 111 IBM SPSS Data Collection Interviewer Server Administration User s Guide CATlinterviewer CATIsupervisor CustomerAccountAdmins DPMAdmins ProjectManager SampleManager SurveyCreator P P a T a A P gt Choose the users or roles you want to assign to this activity and click OK Unassigning users or roles from activities Do one of the following Either gt In the left tree click Users under the appropriate customer account if you want to unassign an individual user from an activity or click Roles under the appropriate customer account if you want to unassign all members of a role from an activity If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page gt Select the users or roles that you want to unassign then select the Activities tab in the right table This displays the activities and activity features to which this user or role is currently assigned 112
212. t week or the latest the last modified log file for each selected log file type The default is the last two days If you would rather specify your own date range select Custom and then choose the start and end dates in the new fields that Manage Logs displays 159 IBM SPSS Data Collection Interviewer Server Administration User s Guide Note The date range applies to the creation and last modified dates of the log files themselves not to the dates that the log entries were written On a lightly loaded system this may mean that some files contain information that is not relevant to the current issue gt Select Include windows event logs if you want to download the Windows system and application logs The default is to download these files as they often contain useful information about what has been happening on a machine while Interviewer Server Administration has been running gt Select Use regular expression to filter if you want to define a regular text expression upon which to search When selected you can enter a text expression in the provided field Only log files that contain the defined text will be returned gt Use the check boxes in the ReadMe content section to specify information to be added to the ReadMe file that is created to accompany the log files m In Priority select the job s importance to you m In Contact details type the name and telephone number or email address of the person that the support repr
213. ta refers to in the second example the case data would need a question that identifies the region in which 137 IBM SPSS Data Collection Interviewer Server Administration User s Guide each respondent lives The syntax for defining global filters varies slightly depending on the type of question you are filtering on Numeric questions To filter on a numeric question type QuestionName Operator Value where E QuestionName is the name of a question in the project s questionnaire file E Value is a number E Operator is one of the following Equal to lt gt Unequal to lt Less than lt Less than or equal to gt Greater than gt Greater than or equal to For example Age gt 60 restricts the user role to seeing data for respondents who are older than 60 Text questions To filter on a text question type QuestionName Like Pattern where E QuestionName is the name ofa question in the project s questionnaire file Pattern is the text with which the data is to be compared An underscore in the text matches any single character and a percent sign matches any number of characters including zero For example Postcode Like TN allows the user role to access all data for postal codes that start with the letters TN Categorical questions To define filters for categorical questions single choice or multiple choice responses type one of the following QuestionName Operator
214. ted to information present in the participant records These qualifications must have the same name as the field in the sample record that stores the appropriate item of participant information For example if the interviewer qualification called Language defines the languages that an interviewer speaks the field in the sample record that contains the respondent s native language must also be called Language If you will be setting up this type of interviewer qualification you may need to liaise with whoever deals with participant records to ensure that the qualification names and sample field names match 90 Chapter 7 gt Click the Edit user properties icon in the toolbar This opens the Edit User Properties dialog box Figure 1 25 Choose role for property group J Edit User Properties Web Page Dialog xi Manage User Properties Define a group of properties CATlinteriewer for CATlinterviewer v Select a user role from the list of existing roles above Then add or modify properties for that role in the table below Property Groups InterviewerQualifications Interviewer qualifications HandleQueue_REFUSED Language lt Click here to add new gt 1 gt Inthe Property Groups frame click the group to which you want to add properties and when the line is shaded in grey click the Edit property icon in the frame s title bar This opens a new page listing the properties defined for the group Figu
215. ter into your user folder on the IBM SPSS Data Collection Interviewer Server Administration server This allows you to use files such as templates or image files that have been created outside of Interviewer Server Administration You can upload up to ten files at a time Manage Files can upload files whose full pathnames are no longer than 128 characters If you have files whose pathnames are longer than this you will need to rename them before uploading The Files activity uploads files in two stages First it makes a copy of each file in a temporary folder Each file is given a unique temporary name so that there is no chance that two people uploading files with the same name will overwrite each other s files Then it copies each file in turn into the project s folder in your user folder renaming the file as it does so and deletes the temporary file from the Temp folder The name of the temporary folder is defined in the registry in the DimensionNetUploadFolder key and defaults to c InetPub wwwroot SPSSMR Temp Files makes the following checks as it copies files into your user folder Filenames All files belonging to a project must have a name whose root matches the project ID that is they must be called ProjectID xxx Activities locate the files they need to use by taking the project s ID and looking for files whose root matches that name When creating files activities name them by using the project ID with an appropriate extension
216. the file has been created Manage Logs displays a standard Windows download message box asking whether you want to open or save the file The date range the file types downloaded and the setting for Windows event files are saved in DPM as application settings so that they become the defaults the next time you run Manage Logs Notes m Although downloading is usually quite fast it may take some time if you download a lot of very large log files or you download Windows event logs You will not be able to use IBM SPSS Data Collection Interviewer Server Administration while the download is in progress m Ifyou have a number of people with administrator privileges only one of those users can download log files at a time To Zip and Download Log Files Select the Download Logs tab In Machines choose the machines whose log records you want to download In Log file types choose the types of log files you want to download Select For IBM SPSS Data Collection Interviewer Server Records related to the interview engine ISE Interviewer Server Components IVW Records related to interviews Others Records from log files for other activities such as Participants or Export Data Select the appropriate log files from the list Shift Left Click or Ctrl Left Click gt In Log files date filter choose the date range you want to see Possibilities are the last two 12 or 24 hours the last two days the las
217. the files have been checked in use the project editor to check and if necessary correct the connection properties for the metadata source For more information see the topic Edit Project on p 45 gt Ifyou see the main Survey Tabulation screen including the list of variables it means that Survey Tabulation is able to connect to the project s metadata correctly You now need to create and populate a simple table for example one that crosstabulates two simple categorical variables to check that Survey Tabulation is able to connect to the project s case data For information on creating and populating a table see the Survey Tabulation documentation gt Ifthe table populates without a problem it means that the project is set up correctly gt If you get an error when you attempt to populate the table you should make a note of the error message return to Interviewer Server Administration and then use the project editor to check and if necessary correct the connection properties for the case data source For more information see the topic Edit Project on p 45 Tips When there is an error populating a simple table immediately after setting up the project it generally means that there is a problem connecting to the case data This may be because there is an error in the connection properties for the case data a problem with the case data itself or incorrect access permissions Generally the first part of the error message c
218. ual to make it the same as the project name if possible Once the ID has been set you cannot change it even if you change the project name Because the project ID is used in filenames it has to be something that is valid for filenames The rules are these m The ID must be unique m t must start with an English letter A to Z a to z m The rest of the name may contain English letters and the digits 0 to 9 If the project name meets these criteria Interviewer Server Administration uses it as the project ID you can change this if you wish If not Interviewer Server Administration copies the name and then makes the following changes in an attempt to make it acceptable Once an acceptable ID emerges no further changes are made 1 Remove invalid characters non English letters or punctuation for instance If this results in a zero length ID Interviewer Server Administration generates an ID based on your user name as described below 2 Ifthe ID starts with a number Interviewer Server Administration inserts the letter A at the start of the ID 3 Ifthe ID is longer than 64 characters it is truncated to that length 4 Ifthe ID is not unique Interviewer Server Administration appends a number in the range 1 to 999 Numbers are chosen in sequence starting with 1 so this allows for 999 files with the same root to the filename ID_1 to ID_999 for instance If adding a number would make the ID longer than 64 characters Interviewer Server
219. uch as the project ID or the project folder m Specify which roles may access the project The default is for only the creator and members of the DPMAdmins and CustomerAccountAdmins roles to have access To specify additional project details select the Project tab Z Advanced Web Page Dialog Ea Permissions Project Folder lt Top level gt bi If you do not like the Project ID that Interviewer Server Administration has chosen enter the name that you want to use as the basename for all files associated with this project Click Check to verify that the name you have chosen is valid The Project Folder field allows you to group projects using characteristics of your choice How you use this field depends on your permissions 14 Chapter 7 m Everyone can choose an existing folder name to place the project in that folder or lt Top level gt to create a project in the top level of the project hierarchy m Ifyou have permission to manage project folders you may choose lt Create new folder gt to place the project in a new folder with a name of your choice enter the folder name when prompted to do so Note The hierarchical project list is a display feature only It does not create a hierarchical structure on the disk All projects are created in your user folder for example in Users ben Projects even if they are displayed as being in a folder in the project list gt To specify which roles may access the
220. ument being loaded from a mdd file A value of 0 specifies that the MDM document should be opened for read only access A value of specifies that the MDM document should be opened for read write access and any changes will be written back to the mdd file when the connection is closed A value of 2 specifies that the MDM document should be opened for read write access but any changes will not be written back to the mdd file The default access mode is 0 read only access Long MR Init MDM Context The current context to be used for the connection String MR Init MDM DataSource Use The Data Model automatically searches the MDM Document for a DataSource object whose CDSCName property matches the value specified in the Data Source connection property and whose DBLocation property matches the Location connection property This property defines what action the Data Model is to take if a matching DataSource object is not found Long MR Init MDM Label Type The current label type to be used for the connection String MR Init MDM Language The current language to be used for the connection String MR Init MDM Version The version of the MDM document to load The value of this property can also be an expression that defines two or more versions to be combined as a superversion to load For more information see the topic Version Expressions on p 29 String 37 IBM
221. und image none background color EEE TableLightInfo background image none background color F5F5F5 es TableDarkFooter background image none background color EEE TableDarkFooterBL RoundedTable td RoundedTableDarkFooterBR background image TableDarkFooterBL div RoundedTable td RoundedTableDarkFooterBR div margin TableDarkFooterBL div border left lpx solid 000 TableDarkFooterBR div border right lpx solid 000 The drop down menu system at the top of most Interviewer Server Administration pages consists of a collection of div elements with various class names eLightHeader RoundedTable td RoundedTableLightHeaderTL RoundedTable tc margin 0 padding 0 border bottom 1px solid 888 70 Chapter 7 Figure 1 13 Menu elements example clActiveMenultemBorderO clActiveMenultemOn clActiveMenultemBorder1 Site Site The previous example includes all of the different class names used to style the menu elements The following table provides a short description for each class Class name Description clActiveMenultemBorder0 Each menu item at the top level of the menu system is contained by a div with this class name clActiveMenultemBorder1 The drop down container for the submenu items is a div with this class name clActiveMenultemOn Menu items that are hovered or active have this class name clActiveMenultemOff The normal state for menu items that use this class name
222. unlock project canUnlockProject TabulationFullAccess Allow user download accessories Allow user to manage folders canDownloadAccessories canManageProjectFolders TabulationMediumAccess No choice no action hasNoChoiceNoAction CAT Supervisor Interviewing Activity Report SessionEngineReports Launch WebActivate CATISupervisor Allow access via canViewInLauncher Interviewer Server Administration Allow upload edit sample canEditSampleScript script Manage Logs managelogs Participant Rules SampleManEditor Participants SampleUpload CATISupervisor Can advanced edit canAdvancedEditSample participants Can create databases canCreateDatabase Can delete participants canDeleteSample Can download canDownload CATISupervisor participants Can edit participants canEditSample CATISupervisor Can upload participants canUpload CATISupervisor SurveyCreatorAdvanced SampleManager SurveyLauncher Can view participants canViewSample CATISupervisor Can view summary canViewSummary CATISupervisor Phone CatiReports CATISupervisor Can display charts canDisplayCharts Can view all interviewers canViewAllInterviewersData CATISupervisor data 118 Chapter 1 Display name Internal name Roles assigned to this activity or feature by default Phone Participants CatiI
223. unt lockout settings 0 0000 c cece eens 143 PUGS iet aa aerar e a cathe aeda aar ea Ea tusiace stale AAA AE NE les 144 File Management IBM SPSS Data Collection Interviewer Server 4 144 File Management IBM SPSS Data Collection Survey Tabulation 145 Starting Files cissie sa ona aa aa i aaia a a E EE a a EE E a iaa a a aia E E AE E E A 145 Viewing File Details scurisedau dii Tiaia pa ia a ne sei a E a a 145 Checking Files In to the Shared Folder n on nanunua annaa 146 Checking Files Out from the Shared Folder nnna nannan naana 147 Undoing Check outs n n nanna nannaa 147 When to Check Files In and Out onanan naana 148 Uploading Files from your Computer into your User Folder 22020 000 150 Uploading Files Created with IBM SPSS Data Collection Interviewer Server Desktop Applications saien i aineina a ota aa ae aaa a enida eha a aii a E ae E lec aE aa e 153 Downloading Files onto your Computer 0 0 000 cece eee 153 Deleting Private Files 0 0 0 0 ccc cect eens 154 Activation Settings 20 00 0 a cette a a a aLa a ea 154 Manage LogS aaa 155 Starting Manage LogS nnana nuanua aaa 155 View Settings nnana nuanua 155 Viewing Log File Sceus mamiaa aa i aaaea a a ai aed ated ataa ee etre ed bee 156 Downloading Log Files n n ananunua 158 What s inthe Zip File 2 2 maaa eaaa aa a aaa E a aaa a aa a a a A
224. urveyCreator P o a FI FI P a o 25 bel gt Select the users or roles to which this project should be assigned and click OK Unassigning users or roles from projects Do one of the following Either gt Inthe left tree click Users under the appropriate customer account to unassign users to a project or Roles under the appropriate customer account to unassign all members of a role to a project If you are not using customer accounts click Users or Roles under the System account A list of current user or role members appears on the right hand side of the page gt Select the users or roles that you want to unassign then select the Projects tab in the right table This displays the projects to which this user or role is currently assigned 134 Chapter 7 Show users whose User Name iv Starts with Iv E System 3 Coo Enter your search condition above Then select the Find button Q Roles Project EE oe pati Roles Projects Activities Activities batias ProjectName Global Filter _ DPMAdmin AndyTest1 ANDYTEST1 Edit SPSS DDTestUser Remove SPSS mrpdtest Remove useri Remove gt Deselect the appropriate projects and click OK You can also click Add Remove to display the Add Project dialog box Deselect the appropriate projects for the selected user or group and click OK Or gt In the left tree click Projects under the appropriate cust
225. using customer accounts click Roles under the System account A list of current roles appears on the right hand side of the page Show roles whose Role Name iv Starts with x E System users 8 Roles Projects Rel Activities PR IN aii Analyst CATIinterviewer CATIsupervisor CustomerAccountAdmins DPMAdmins ProjectManager SampleManager SurveyCreator SurveyCreatorAdvanced SurveyLauncher TabulationFullAccess TabulationMediumAccess TabulationMinimumAccess Translator Enter your search condition above Then select the Find button Users Projects Activities ee aS Show 25 x CEA gt Select the roles that you want to assign to the users 0 0of0 Add Remove Cancel 80 Chapter 1 gt Click Add Remove This opens the Add User dialog box admin ben feng SPSS wfeng gt Select the user names to be assigned to the role s and click OK 81 IBM SPSS Data Collection Interviewer Server Administration User s Guide Or gt In the left tree click Users under the appropriate customer account If you are not using customer accounts click Users under the System account A list of current users displays in the right hand side of the page Show users whose User Name Starts with ix E System Enter your search condition above Then select the Find button Users B Roles Projects EFE Users Activities
226. ve privileges However do not fall into the trap of keeping a project locked indefinitely as this can be annoying and counterproductive too Overview When you work on a project you always work on files in your personal User folder Activities such as Build that create questionnaires always look for files in your User folder first and will open those files if they exist If an activity cannot find the files it needs in your User folder it looks for those files in the Shared folder If the activity finds the files it wants in the Shared folder it copies them into your User folder and opens them If the files cannot be found in your User folder or in the Shared folder the activity creates a new file in your User folder and opens that file Certain options within activities create files in the Shared folder as well as in your User folder For example if you activate a questionnaire from within Build the project s mdd is checked in to the Shared area as part of the activation process However as long as you have the project locked no one else can access the files in the Shared folder so you can continue working on the project knowing that nobody else has access to the files You can check files in to and out of the Shared folder whenever you wish simply by running Files If you are the only person working on a project it is not important when you check files in because you will always have the files you need in your User folder This is not
227. vely act upon that insight to drive better business outcomes Commercial government and academic customers worldwide rely on IBM SPSS technology as a competitive advantage in attracting retaining and growing customers while reducing fraud and mitigating risk By incorporating IBM SPSS software into their daily operations organizations become predictive enterprises able to direct and automate decisions to meet business goals and achieve measurable competitive advantage For further information or to reach a representative visit http www ibm com spss Technical support Technical support is available to maintenance customers Customers may contact Technical Support for assistance in using IBM Corp products or for installation help for one of the supported hardware environments To reach Technical Support see the IBM Corp web site at http vww ibm com support Be prepared to identify yourself your organization and your support agreement when requesting assistance Licensed Materials Property of IBM iii Copyright IBM Corporation 2000 2011 Contents 1 IBM SPSS Data Collection Interviewer Server Administration User s Guide 1 Welcome to IBM SPSS Data Collection Interviewer Server Administration 1 What s new in IBM SPSS Data Collection Interviewer Server Administration 6 0 1 1 Starting IBM SPSS Data Collection Interviewer Server Administration 2 Recommended browser settings fo
228. y click the Delete property icon in the frame s title bar gt Confirm or cancel your request when asked to do so gt Click Close to return to the Manage Users Properties page 95 IBM SPSS Data Collection Interviewer Server Administration User s Guide Importing users and roles When you first install IBM SPSS Data Collection Interviewer Server Administration it can be a tedious process to add each user and role manually and then to assign users to roles and roles to projects To help you with this User Administration provides an import facility that lets you import this information from an Excel spreadsheet Once you have the basic information in Interviewer Server Administration you can then make more specific changes manually in the usual way If you import user and role settings that already exist the following rules apply m Password definitions apply only to new accounts that are created by the import process Passwords are never changed or removed for existing users even if the password column contains a value m Ifa description is defined for an existing user or role the new description overwrites the existing one m Ifarole or project is specified for an existing user the assignments are treated as additions to the user s current settings For example specifying the Manager2 role for a user who is already a member of the Manager role makes that user a member of both roles m Entering a blank role project

Interviewer Server Administration User's Guide

Contents

Download Pdf Manuals

Related Search

Related Contents