SelectSurvey user manual

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The fields of data that can be imported for each user are shown below, with required fields show in red. Therequired format for each line is as follows:Username, Password, First Name, Last Name, Email Address, Current Position, Company, Location, CustomData 1, Custom Data 2, Custom Data 3Each field must be separated by a comma, and each entry must be on its own line. If you wish to omit anyintermediate fields, you must insert a comma as a placeholder.Kiosk ModeThe new kiosk mode is intended for exhibitions where there is a sales person or person leading respondents totake surveys on one computer. There is also the option to display a searchable user list with buttons for the kioskadmin to login as that user. Also there is option to add user as part of the kiosk workflow.To access the kiosk configuration, click “admin tools” then “Kiosk configuration”. The kiosk home page is“kioskhome.aspx” but is disabled by default, unless enabled in the Kiosk configuration page.Active Directory IntegrationActive Directory integration is an optional feature which allows users to use their AD login for access to thesurvey application or UPN login. Their username is tied with their data in the survey application and their user roleis carried through the application. When AD integration is enabled, user data synching occurs between AD andthe survey user database each time a user logs in. Users are imported automatically from AD into the surveysystem, the default role for this import can be set in the web.config AD settings section, which is also where thedomain information is entered. Screenshots for AD setup in IIS is detailed in the installation manual located in the"documentation" folder of the zip file.NTLM Pass-Through AuthenticationNTLM Pass-through authentication is an option of AD integration. The settings for this are in the web.config tospecify whether to allow NTLM authentication or not.SQL Membership Provider AuthenticationSQL Membership Provider or Custom membership provider integration is also an option. Membershipprovider settings can be found in the web.config, and are also detailed in the installation manua found in thedocumentation folder in the software zip file.Page 34 of 38
SSLSSL access can be configured by clicking "admin tools" in the application and clicking "application wide settings"then setting "Use SSL for site" to "yes". This will force all pages to use SSL in the survey site. You must have anup to date SSL certificate installed on the web server prior to making this setting.Auto LoginThe Auto Login page is used only for 3rd party systems which send a username, password and survey ID to thepage AutoLogin.aspx to automatically login a user to take a survey. If the user does not exist, it creates one withthe username and password passed in, at the lowest user role level (can take surveys only). If the user doesexist, it uses that user ID from the database to record the response under. This auto login page is used to bypassthe normal login page from another application. The other application has to send the paramaters "un", "pw" and"sid" to the AutoLogin.aspx page in the query string. The "un" must equal the username, the "pw" must equal thepassword, and teh "sid" must equal the survey ID (encrypted). Once the user is automatically logged in, they areredirected immediately into the survey.Details for setting up the optional AD integration is in Appendix E of the installation manual.Admin ToolsClicking on the “Admin tools” link in the upper right corner of the application is only available toadmin users. There is an entire list of tools for checking data, doing large data imports or copiesfrom other databases, debug pages for date formats, smtp and database connection strings forhelp with installation issues.The following are admin tool features:o Account Usage:Displays number of admin users, create users, user role users, user mgmt users, number ofsurveys and database size.o General Configuration:Displays general configuration settings based on web.config.o View Application Wide Settings:This page allows you to set the following feature defaults:-Survey Application Display Date Format-Server Date Format-Date Delimiter-Globalization Language Code-Globalization LCID-Force Date Conversion-Default Anonymous UserPage 35 of 38
Page 1: User Manual
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Page 33: Managing UsersAll users in the syst
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