Vovici v4 Migration To v5 3

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April 2010 Survey Workbench Enterprise
For installation support, please contact our Survey Workbench installation experts at
installefmc@vovici.com. If phone support is requested an installation expert will call the
phone number requested.
Or visit www.Vovici.com
Please contact Vovici Technical Support if you believe any of the information shown here is
incorrect. Companies, names, and data used in examples herein are fictitious unless
otherwise noted. No part of this document may be reproduced or transmitted in any form
or by any means, electronic or mechanical, for any purpose, without the express written
permission of the Vovici Corporation.
Copyright © 2010 Vovici Corporation. All Rights Reserved. All other company and
product names are trademarks or registered trademarks of their respective holders.
Printed in the United States of America

April 2010
Page 2 of 37
Instructions for Upgrading from 4.0 to 5.3 April 2010
Table of Contents
1. MIGRATION FROM SURVEY WORKBENCH ENTERPRISE VERSION 4.0 TO VERSION 5.3................................... 4

REQUIREMENTS .............................................................................................................................................................4
MIGRATION TIPS: ...........................................................................................................................................................5
2. INSTALLATION PROCESS ................................................................................................................................ 7
DOWNLOAD NEW SURVEY WORKBENCH ENTERPRISE VERSION 5.3 FILE ...................................................................................7
3. RUNNING THE INSTALLER .............................................................................................................................. 8
4. OPTIONS.LIC FILE ......................................................................................................................................... 19
5. AUTHENTICATION AND PERMISSIONS ......................................................................................................... 20
WINDOWS 2003 SERVER PERMISSIONS ...........................................................................................................................20
SURVEY WORKBENCH AUTHENTICATION ...........................................................................................................................21
Survey Workbench Authentication Permissions ..................................................................................................21
Windows NTFS Permissions ................................................................................................................................22
Setting Windows Permissions .............................................................................................................................23
IIS Permissions.....................................................................................................................................................23
Determining the Application Pool Used by Survey Workbench Enterprise .........................................................24
Determining the Account that Runs the Application Pool ...................................................................................24
Determining the Account that the Web Server Runs as in IIS .............................................................................24
Determining the Account that the Vovici Service Runs as ...................................................................................24
WINDOWS AUTHENTICATION .........................................................................................................................................25
Edit the Web.Config File for Windows Authentication ........................................................................................25
Windows Authentication Permissions .................................................................................................................26
Windows (NTFS) Permissions ..............................................................................................................................26
Setting Windows Permissions .............................................................................................................................27
IIS Permissions.....................................................................................................................................................28
Determining the Application Pool used by Survey Workbench Enterprise ..........................................................28
Determining the Account that Runs the Application Pool ...................................................................................28
Determining the Account that the Vovici Service Runs as ...................................................................................28
6. RUN TABLE SETUP ....................................................................................................................................... 30
ACCESS ADMINISTRATIVE PORTAL....................................................................................................................................30
Survey Workbench Authentication......................................................................................................................30
Using Local host on a Web Server Hosting Multiple Web Site ............................................................................30
Windows Authentication.....................................................................................................................................31
UPDATE THE DATABASE TO VERSION 5.3 ..........................................................................................................................32
7. CONFIGURE AND TEST WORKGROUPS......................................................................................................... 33
8. TEST ENVIRONMENT ................................................................................................................................... 34
9. APPENDIX .................................................................................................................................................... 36
DETERMINING THE WEB SERVER ROOT IN MICROSOFT IIS: ...................................................................................................36
ASP.NET FRAMEWORK ................................................................................................................................................36
KNOWLEDGE BASE .......................................................................................................................................................36
IIS DEFAULT DOCUMENTS..............................................................................................................................................36
Page 3 of 37
1. Migration from Survey Workbench Enterprise

Version 4.0 to Version 5.3
Requirements
1. Survey Workbench Enterprise Version 4.0 should already be installed and operational
on the application server. Survey Workbench Enterprise Version 5.3 can only
upgrade the database structure of Survey Workbench Enterprise Version 4.
Performing a migration from a previous version such as Version 3.0 may cause
problems.
2. Windows Server 2000 and Microsoft SQL Server 2000 are no longer supported by
Survey Workbench Enterprise. You must upgrade to Windows Server 2003 and
Microsoft SQL Server 2005, respectively, in order for Survey Workbench Enterprise
Version 5.3 to function. Version 5.3 has added support for Windows Server 2008
and Microsoft SQL Server 2008. Oracle requirements have not changed.
3. ASP.NET 2.0 Framework needs to be installed.
Microsoft .NET Framework (Version 2.0.50727. EFM Community Version 2.2 and
earlier used Version 1.1 of the .NET Framework)
o Available at:
http://www.microsoft.com/downloads/details.aspx?familyid=0856e
acb-4362-4b0d-8edd-aab15c5e04f5
Note: On Windows Server 2003 and Windows Server 2008, ASP.NET 2.0
must be set to “Allow under the Web Service Extensions in Microsoft IIS”
in order for Survey Workbench Enterprise to function properly. Follow
the steps below to achieve this:
a. Open Microsoft IIS.

b. Click Web Service Extensions.
c. Highlight ASP.NET 2.0.
d. Click Allow.
4. Hardware requirements for Vovici V5:

http://vovici.com/downloads/commhelp/5_3/vovici_v5_sys_requirements.pdf
5. The software requirements for Vovici V5 can be found at the URL below:
http://www.vovici.com/help/Community/5.0/Welcome/system_requirements.htm
6. The following backups must be performed before the migration process begins:
The physical directory where Survey Workbench Version 4.0 is installed.
Typically, this is located at C:\Inetpub\wwwroot\Vovici
The existing database used by the application.
Page 4 of 37
Migration Tips:
1. The migration to Version 5.3 can only be done from Version 4. You must first update
or migrate from earlier versions to Version 4.0 before the migration can begin.
Please select from the applicable URLs below for documentation on how to do so:
Update from Version 2.0 or 2.1 to 2.2:

http://vovici.com/downloads/commhelp/2_2/efm_c_upgrade_2_x_to_2_2
_gde.pdf
Migrate from Version 1.45 to 2.2:

http://vovici.com/downloads/commhelp/2_2/ss_efm_migration_to_efm_c
_2_x.pdf
Migrate from Version 2.2 to 3.1:

http://vovici.com/downloads/commhelp/3_1/efmc_migration_to_efmc_v3
_10.pdf
Update from Version 3.0 to 3.1:

http://vovici.com/downloads/commhelp/3_1/efmc_upgrade_3x_to_3_1_g
uide.pdf
Migrate from Version 3.1 to Version 4.0:

http://vovici.com/downloads/commhelp/4_0/Vovici_v3_1_migration_to_v
4.pdf
2. Existing Version 4.0 survey URLs will not change.
Note: This was not the case between Version 1.45 and 2.x as a new survey
processor was introduced that changed the way URLs were built and
accessed.
3. Version 5.3 will continue to use the Survey Engine of 2.x, 3.x, and 4.x with some
updated code to support Version 5.3‟s new features.
4. Survey HTML will not be republished. Therefore, no custom edits of the HTML will be
lost.
5. There were no major fundamental changes to the data structure like there was in
Versions 2.x and Version 3.1. This greatly speeds the migration process from
previous migrations.
6. The ActiveX control for the Free Form Word Processor from Version 4.0 was changed.
Therefore, a new version will need to be installed for Version 5.3.
7. Similar to Version 3.1 and Version 4.0, Vovici Enterprise Version 5.3‟s installer does
not have “apply file permissions.” In some cases, permissions need to be applied
manually per Section 5 of this document.
8. The existing Version 4.0 installer should not be uninstalled. The Version 5.3 installer
will over install the application.
Page 5 of 37
9. The Version 5.3 installer will now explicitly add the default.aspx file as a default
document inside IIS. In the past, the installer did not address the issue of IIS
Virtual Directory default documents. Please see the Appendix section of this
document for more detailed information.
Page 6 of 37
2. Installation Process
Download New Survey Workbench Enterprise Version 5.3 file
To begin the installation process, please perform the following steps:
1. In a Web browser, enter the following URL into the address field:
http://vovici.com/downloads/comm/5_3/Vovici_Ent_5_3.htm.
2. Click Save (Steps 3, 4, and 5 refer specifically to Microsoft Internet Explorer and
may be different on other browsers).
3. Choose a local directory in which to save the installer. Make a note of this directory.
4. Click Save to begin downloading the installer.
Once the download is complete, proceed to the next section.
Note: Our technicians will prove invaluable in assisting the server configuration
and Survey Workbench Enterprise installation. Please contact them at
installefmc@vovici.com for assistance downloading and installing Survey
Workbench Enterprise.
Page 7 of 37
3. Running the Installer

Once the installer has been downloaded, locate the file and follow the steps below to unzip
it and begin the installation.
1. Double-click the installer (.MSI) file. Click Run to continue.
Note: The following warning message may appear:
Alert
Do not select “Never run software from „Vovici
Corporation,‟” otherwise installers produced by Vovici
will never work on the server.
Click Run to continue
Page 8 of 37
2. This will launch the Windows installer and the following start message will appear.
Startup message
Note: The version of the Survey Workbench Enterprise installer can be found
by following the steps below.
a. Right-click on the file and click Properties.

b. Click Summary.
c. The version number is in the Comments field.
This is the version of the installer not the application itself and can help our Installation
Specialists and/or Technical Support staff discover which version of the software you are
installing. See next page for image.
Page 9 of 37
Community Properties dialog
Note: Click Cancel at any time to stop the installation.
3. Click Next.
Page 10 of 37
4. This will display the License Agreement dialog.
End-User License Agreement dialog
Please read the license agreement and if it is acceptable, select the “I accept the
terms in the License Agreement” check box option.
Page 11 of 37
5. Click Next.
6. The Survey Workbench Setup page will appear.
Web Site and Application Name dialog
In the “Select the web site the application should be installed on” drop-down menu,
select the web site where the application is currently installed.
7. Enter the name currently used for the virtual directory inside Microsoft IIS for Survey
Workbench Version 4.0 in the:
“This name will be part of the application URL box”
The default value is:
“Community”
Therefore, the URL to access the main application will be
http://servername/Community
Note: Clients who started with EFM Community Version 2.2 or earlier most
likely have a default value of Perseus instead of Community. The old value
of Perseus could be used for the virtual directory. This will keep existing
survey URLs the same. Otherwise, in order for old URLs to work a re-direct
on the Perseus virtual directory pointing to the new Community virtual
Page 12 of 37
directory will be needed. This re-direct will not work with Workgroup
Community and External E-mail List surveys.
If this redirect is not done a re-publish of the survey inside the main
application, once the migration is completed, will change the URL used to
access the survey. The survey will now use the new URL path (with
Community) to access the survey.
It is recommended that the old value of Perseus be kept.
Therefore, the URL to access the main application will be:
http://servername/Perseus
Note: Ensure that the virtual directory name selected is not already in use
by another application as a Web site name or virtual directory name on the
server.
8. Click Next.
9. The Custom Setup dialog will appear:
Custom Setup dialog
Multiple options can be selected on this page.
Page 13 of 37
On the top part of the window there is an option named Complete with a + next to it.
Click the “+” sign to expose the following two components (Both of these options are
installed by default):
Survey Workbench – This determines the installation options for the main
application.
Vovici Service – Determines the installation options for the Vovici Service
that controls the scheduling feature within the main application.
Note: The Vovici Service will be installed by default. It provides time-based

services to users such as deployment of invitations, opening and closing of
surveys, etc. It is highly recommended that the Vovici Service be installed
because certain functions require this service to work properly.
Installing the service on multiple servers that are in a single web farm may result in
duplicate invitations being sent. Although, if the Vovici Service is disabled on all but
one server, this will prevent any duplicate invitations from being sent out. This
solution allows for a quick failover if the server running the Service goes down.
Simply enable the Vovici Service on one of the other servers and it will restore the
functionality without needing to locate the installer and re-run it to install the service
on another server.
Please contact our installation specialists for other information regarding the
migration of Survey Workbench on a Web farm.
Note: In order to use the same physical directory as before, Browse must be
clicked and the path specified; otherwise, the default value is:
C:/inetpub/wwwroot/vovici
If the default value is used for older clients who started with EFM Community Version
2.2 or earlier, the following subdirectories must be copied from the backup of the
Perseus Virtual Directory into the new Survey Workbench physical directory.
\AppData
\surveys
\reports
Note: This step must be completed if you want to proceed to the next step.
Selecting the text for either installation component will display available disk space.
10. Click the icon ( ) next to its name to install one component or the other. Select
the “X” icon to cancel installation of the component.
The following buttons (other than the three navigation buttons, Back, Next and
Cancel) are available on this page:
a) Reset – Used to return all options to the original default states.

b) Disk Usage – Click to open a page that displays the following information about
every drive partition either physically connected to the computer and/or mapped
over a network:
Page 14 of 37
Disk Size – The total available disk space.

Available – The amount of free space available.
Required – How much disk space will be taken by the application.
11. Once all desired options have been configured click Next.
12. The Survey Workbench window will appear:
Survey Workbench window
Click Upgrade in order for the installer to update the older Version 4.0 files to
Version 5.3.
13. Click Next.
Note: The following window will appear during the upgrade. The mention of
Survey Workbench Version 4.0 refers to the un-installation of the existing
Survey Workbench Version 4.0 program files.
Page 15 of 37
Installing Survey Workbench window
14. The Ready to install Survey Workbench dialog will appear.
Ready to install Survey Workbench dialog
Click Install to start the installation of selected components.
Page 16 of 37
15. A window will appear with the message of a completed installation.
Survey Workbench Setup complete
There will be a check box on this page with the text:
“Launch Setup Configuration Page Now”
If this option is selected the application will attempt to load the Administrative Portal
page based on the information it receives from IIS. Section 6 covers the steps
needed inside the Administrative Portal.
The steps outlined in Section 4 will still need to be done in order to fully register the
application with the new version. Otherwise, the application will be installed in a trial
state where it will expire after 30 days and certain advanced features will not be
enabled in the application.
It is still advisable to verify permissions listed in Section 5 but it is not required

since often Windows will retain the previous permission settings. If a problem occurs
during the remaining installation process, it is recommended that the permissions
listed in Section 5 be verified.
Once a choice has been made on the check box, click Finish.
Page 17 of 37
16. If prompted, please restart before continuing this installation procedure or the
Vovici Service will not function correctly.
Restart system dialog
Note: A reboot of the server is required for the Vovici Service (this is a
Windows Service that handles the schedule functions inside the application)
to function properly. Until the server is rebooted, the schedule functionality
will not work in Survey Workbench.
Page 18 of 37
4. Options.lic file
This is the license file for the application and is needed in order to access the application. It
also controls which add-ons to the product that were purchased are accessible.
Existing version 4 options.lic files will work with Survey Workbench version 5.
Page 19 of 37
5. Authentication and Permissions

Once the machine has been restarted, (assuming it was needed) the authentication mode to
use to allow access to the application must be decided and configured inside IIS.
Windows 2003 Server Permissions
Survey Workbench Enterprise has two authentication modes:
1. Survey Workbench Authentication – The authentication process is handled by

Survey Workbench Enterprise via users added under Manage Users in the
Administrative Portal (or under “Administration – Users” inside the main
application).
Using this authentication method, when the main application URL (for example,
http://servername/Community/login.aspx) is accessed the Survey Workbench
Enterprise login prompt will appear.
Login fields
2. Windows Authentication – IIS handles the authentication of the user. Survey

Workbench Enterprise only verifies that the Windows account used to log on to
the computer itself was added to the list of authorized users under Manage Users
in the Administrative Portal (or under “Administration – Users” inside the main
application). No login screen to the application is displayed to the user.
Each of the two authentication modes has a different set of permissions that must be
allowed in order for Survey Workbench Enterprise to function correctly. Both authentication
modes still require the users to be added within Administrative Portal - Manage Users
or within the application itself under Administration Users. These two authentication
modes are displayed in more detail in the following sections.
Page 20 of 37
Survey Workbench Authentication
Anonymous access must be enabled inside IIS in order for Survey Workbench
Authentication to function correctly.
Note: Integrated Windows authentication must be disabled inside IIS in order to

attempt to log on to Survey Workbench Enterprise using Survey Workbench
Authentication.
To Enable “Anonymous access” and disable “Integrated Windows authentication” in

Microsoft IIS follow the steps below:
1. Open Microsoft IIS.

2. Right-click the Community Virtual Directory.
3. Select Properties.
4. Click the Directory Security tab.
5. Click Edit.
6. Select (to enable) Anonymous access.
7. Deselect (to disable) Integrated Windows authentication.
8. Click OK twice.
Survey Workbench Authentication Permissions
The following permissions must be assigned after the Survey Workbench Enterprise Version
5.3 installer has been run in order for Survey Workbench Authentication to function.
Note: Most of the permissions listed below are requirements of the Windows
Operating System, the Microsoft IIS web server and Microsoft ASP.NET 2.0. They
are listed for your reference to speed the installation process and to aid
troubleshooting.
Vovici is not responsible for any of the permissions assigned.
Vovici does not require any of the accounts listed below. The accounts listed in
most cases can be replaced with another account to align with the organization’s
security standards, but whatever account is used must have these minimum
permissions in order for the application to function properly. To change an
account being used, follow the instructions in the sections labeled “Determining
the account…” list at the bottom of the Windows NTFS permissions chart.
The Survey Workbench Enterprise installer does not attempt to assign permissions due to
security limitations encountered in most environments. Instead, they must be applied
manually in order for the application to function with Microsoft IIS and Microsoft ASP.NET
2.0 in a Windows environment.
Page 21 of 37
Windows NTFS Permissions
Network IIS_WPG# Vovici

Service* Service**
Community Virtual Read Read None
Directory List List
Read and
Execute
AppData Full Control Read Read
List List
Surveys Full Control Read Read
List List
Write
(Modify)
Reports Full Control Read None
List
Temporary ASP.NET Full Control N/A N/A
Files##
C:\Program None None Read
Files\Vovici\Service List
Read and Execute
Windows Temp Read Read None
Dir### List
Write
* - See the section regarding Determining the account running the default
Application Pool.
Note: Microsoft IIS requires accounts used to run an Application Pool to be a

member of the IIS_WPG group on the local server. Otherwise, it cannot start the
Application Pool inside IIS.
# - See the section regarding Determining the Account that the Web Server Runs as
in IIS.
** See the section regarding Determining the account that the Vovici Service runs as
(On some servers Modify permissions might be needed for the Vovici Service to function
properly)
## - This is a Microsoft .NET Framework created directory and whatever account runs the
Application Pool needs to have access to it. Otherwise, .NET applications will not function.
### - This directory is a Windows environment setting. (This permission is a .NET

requirement). The default value is C:/Windows/Temp, but this can be verified under,
“Control Panel – System – Advanced” inside the “Environment Variables” tab under “System
Variables”: it will be the TEMP variable.
Page 22 of 37
Setting Windows Permissions
This section is not meant to replace Windows documentation but is intended as a reference
for people that are not familiar with applying Windows NTFS permissions.
1. Open either Windows Explorer or the My Computer icon.
Note: Microsoft IIS 6.0 supports the ability to right-click on virtual

directories or subfolders in order to apply Windows NTFS permissions.
2. Locate the directory in question.

3. Right-click on it.
5. Click Security.
6. Use the Add button to add accounts not listed.
7. Click on an existing account to see the currently permissions allowed and to
change them by clicking Allow.
Note: It is advisable to verify that permissions have propagated down to

files inside each of these directories for each account. In some cases,
child objects (files inside directories) are not allowed to receive
permissions from the parent objects (directories). In order to force this
propagation inside the “Security” tab click “Advanced” and select the
bottom check box. This will force the permissions to all child objects
under the directory in question. Survey Workbench installation experts
have on occasion only seen this work to the next layer of folders.
For example:
Permissions set up the /vovici directory are only applied to the:
/vovici/AppData directory
However, permissions will not always be applied to:

/vovici/AppData/admin directory
IIS Permissions
Permissions
Community Virtual Read
Directory
AppData Read
Write
Surveys Read
Write
Reports Read
Write
Page 23 of 37
Determining the Application Pool Used by Survey Workbench Enterprise
By default, Survey Workbench Enterprise is run by the default Application Pool but this
varies. Please use the information listed above to determine the exact Application Pool.

2. Select the Web site that is being used to host Survey Workbench Enterprise.
3. Right-click the Community Virtual Directory folder (specified during the original
installation, sometimes called Perseus) .
5. Select the Virtual Directory tab.
6. Record the Application Pool setting at the bottom of the page.
Determining the Account that Runs the Application Pool
In IIS 6.0, the Account that the default Application Pool runs as is typically Network Service.
The account actually used can be verified by doing the following:

2. Click the “+” next to Application Pools.
3. Right-click Default Application Pool.
5. Select the Identify Tab.
6. Record the username that is specified.
This is the account that needs the permissions labeled for the Network Service account in
the Windows Permissions column.
Determining the Account that the Web Server Runs as in IIS
In IIS, the Account that the Web Server runs as is typically IUSR_machinename or the
IWAM_machinename account. This can be checked by doing the following:

2. Right-click the Web site that is being used to host Survey Workbench Enterprise.
4. Select the Directory Security Tab.
5. Under “Anonymous access and authentication control,” click Edit.
Note: Please verify the username that is specified. If IUSR_machinename is

listed sometimes this is not used when Survey Workbench Enterprise is
used, instead the IWAM_machinename account will be used by IIS. On
Windows 2003 Server, the IIS_WPG account is used in most scenarios
instead of either of these accounts. Both the IUSR and IWAM local machine
accounts are included in the IIS_WPG account by Windows.
Determining the Account that the Vovici Service Runs as
The Vovici Service used by Survey Workbench Enterprise performs all the scheduled
functions within the Schedule Events section of the main application. Please view our
Online Help for more information. The only exception is if the Now lightning bolt icon is
clicked under List view inside Schedule Events.
Page 24 of 37
This can be checked by doing the following:
1. Inside the Control Panel open Administrative Tools.

2. Double-click (open) Services.
3. Look for the Vovici Service, it is typically named Vovici Service and right-click it.
5. Select the Login Tab.
Note: Please record the username that is specified. This account needs the
permissions specified under the column Vovici Services in order to open and
close surveys.
The account listed here must have the ability to start services on the local
server otherwise, the Vovici Service cannot be started.
Windows Authentication
Integrated Windows authentication must be enabled inside Microsoft IIS in order to attempt
to log on to Survey Workbench Enterprise using Windows Authentication. The web.config
file also needs to be edited in order to support this authentication method.
Edit the Web.Config File for Windows Authentication
Inside the Vovici root directory, the web.config file must be found (this path was specified
when the installer was run earlier in the process). The following line needs to be changed:
<authentication mode=“None” />
To:
<authentication mode=“Windows” />
Note: Anonymous access must be disabled in order for Windows Authentication to

function correctly.
To Enable “Integrated Windows authentication” and disable “Anonymous access” in IIS

follow the steps below:
1. Open IIS.
4. Click the Directory Security tab.
5. Click Edit.
6. De-select (to disable) Anonymous access.
7. Select (to enable) Integrated Windows authentication.
8. Click OK twice.
Note: Some networks require that Digest Authentication for Windows

domain servers be checked in order for users to have access to all features
within Survey Workbench Enterprise.
Page 25 of 37
Windows Authentication Permissions
The following permissions must be assigned after the Survey Workbench Enterprise 5.3
installer has been run in order for Survey Workbench Authentication to function.
Note: Most of the permissions listed below are requirements of the Windows
Operating System, the Microsoft IIS web server and Microsoft ASP.NET 2.0. They
are listed for your reference to speed the installation process and to aid
troubleshooting.
Vovici is not responsible for any of the permissions assigned.
Vovici does not require any of the accounts listed below. The accounts listed in
most cases can be replaced with another account to align with the organization’s
security standards, but whatever account is used must have these minimum
permissions in order for the application to function properly. To change an
account being used, follow the instructions in the sections labeled “Determining
the account…” list at the bottom of the Windows NTFS permissions chart.
The Survey Workbench Enterprise installer does not attempt to assign permissions due to
security limitations encountered in most environments. Instead, they must be applied
manually in order for the application to function with Microsoft IIS and Microsoft ASP.NET
2.0 in a Windows environment.
Windows (NTFS) Permissions
Network Windows User Vovici Service**

Service* Accounts#
Community Virtual Read Read None
Directory List List
Read and Execute
AppData Full Control Read Read
List List
Surveys Full Control Read Read
List List
Write
(Modify)
Reports Full Control Read None
List
Temporary ASP.NET Full Control N/A N/A
Files##
C:\Program None None Read
Files\Vovici\Service List
Read and Execute
Windows Temp Read Read None
Dir### List
Write
* - See the section regarding Determining the Account Running the Default
Application Pool.
Page 26 of 37
# - In certain IIS configurations (for example when Impersonation is enabled) all the
domain users that will access Survey Workbench Enterprise will need these permissions in
order to access the product correctly.
## - This is a Microsoft .NET Framework created directory and whatever account runs the
Application Pool needs to have access to it. Otherwise, .NET applications will not function.
### - This directory is a Windows environment setting. (This permission is a .NET

requirement). The default value is C:/Windows/Temp, but this can be verified under,
“Control Panel – System – Advanced” inside the “Environment Variables” tab under “System
Variables”: it will be the TEMP variable.
Note: In some cases, Write and Modify permissions might need to be assigned to
these users over the AppData, Surveys, and Reports subdirectories.
It is recommended that a group be created containing all these users under Control Panels
– Administrative Tools – Computer Management – Local Users and Groups. This
will make assigning the permissions in Windows easier, but the group must be maintained
every time a new user is added.
** See the section regarding Determining the Account that the Vovici Service Runs as
(On some servers Modify permissions might be needed for the Vovici Service to function
properly)
Setting Windows Permissions
This section is not meant to replace Windows documentation but is intended as reference to
people not familiar with applying Windows NTFS permissions.
1. Open either Windows Explorer or the My Computer icon.
Note: Microsoft IIS 6.0 supports the ability to right-click on virtual

directories or subfolders in order to apply Windows NTFS permissions.
2. Locate the directory in question.

3. Right-click on it.
5. Click Security.
6. Use the Add button to add accounts not listed.
7. Click on an existing account to see the currently permissions allowed and to change
them by clicking Allow.
Note: It is advisable to verify that permissions have propagated down to

files inside each of these directories for each account. In some cases, child
objects (files inside directories) are not allowed to receive permissions from
the parent objects (directories). In order to force this propagation inside
the “Security” tab click “Advanced” and select the bottom checkbox. This
will force the permissions to all child objects under the directory in
question. Survey Workbench installation experts have on occasion only
seen this work to the next layer of folders.
Page 27 of 37
For example:
Permissions set up the /vovici directory are only applied to the:
/vovici/AppData directory
However, permissions will not always be applied to:

/vovici/AppData/admin directory
IIS Permissions
Permissions
Community Virtual Read
Directory
AppData Read
Write
Surveys Read
Write
Reports Read
Write
Determining the Application Pool used by Survey Workbench Enterprise
By default, Survey Workbench Enterprise is run by the default Application Pool but this
varies. Please use the information listed above to determine the exact Application Pool.

2. Select the web site that is being used to host Survey Workbench Enterprise.
3. Right-click the Community Virtual Directory folder (specified during the original
installation, sometimes called Perseus) .
5. Select the Virtual Directory tab.
6. Record the Application Pool setting at the bottom of the page.
Determining the Account that Runs the Application Pool
In IIS 6.0, the Account that the default Application Pool runs as is typically Network Service.
This can be verified by doing the following:

2. Click the “+” next to Application Pools.
3. Right-click Default Application Pool.
5. Select the Identify Tab.
6. Record the username that is specified.
This is the account that needs the permissions labeled for the Network Service account in
the Windows Permissions column.
Determining the Account that the Vovici Service Runs as
The Vovici Service used by Survey Workbench Enterprise performs all the scheduled
functions within the Schedule Events section of the main application. Please view the
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Online Help for more information. The only exception is if the Now lightning bolt icon is
clicked under List view inside Schedule Events.
This can be checked by doing the following:
1. Inside the Control Panel open Administrative Tools.

2. Double-click (open) Services.
3. Look for the Vovici Service, it is typically named Vovici Service and right-click it.
5. Select the Login Tab.
Note: Please record the username that is specified. This account needs the
permissions specified under the column Vovici Services in order to open and
close surveys.
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6. Run Table Setup

This section will handle synchronizing the database with the new functionality added to the
product in Version 5.3. Existing data will not be migrated or touched by the upgrade
process. Database changes will be limited to the addition of new columns to existing tables
and a couple of new tables are added to the database.
Access Administrative Portal
This section explains how to enter the URL in a web browser to access the Survey
Workbench Enterprise Administrative Portal.
Note: Internet Explorer 6.0 or 7.0 is required to access the Survey Workbench
Enterprise Administrative Portal.
Depending on the authentication method designated in Section 5, access to the Survey

Workbench Enterprise Administration Portal will be different.
Survey Workbench Authentication
The first time you run the Survey Workbench Enterprise installer, the Administrative Portal
needs to be accessed by a localhost URL on the server itself, not through a remote URL
(e.g., http://www.server.com/community/login.aspx).
Use the following URL if you plan to access a local server for installation:
http://localhost/community/admin/default.aspx
Note: If a virtual directory other than community was used in Section 3, Step 7 above,
replace community in the URL with the name of the virtual directory used. Attempting to
access this URL from a different computer by changing “localhost” to the server‟s name or
IP will fail on all initial installations performed until the administrator account is enabled
inside the Survey Workbench Enterprise Administrative Portal. This is by design and
is intended as an extra security feature.
Using Local host on a Web Server Hosting Multiple Web Site
In a web server hosting multiple web sites, in order to use localhost as a URL for a specific
Web site, a unique port needs to be assigned for localhost for that Web site. The steps
below explain how to do this. This example assumes the port will be 8080, but any viable
port that Microsoft IIS supports and is not currently in use will work.

2. Right-click the web site that is being used to host Survey Workbench
Enterprise.
4. Select the Web Site Tab.
5. Click Advanced.
6. Click Add.
7. Leave the IP Address (All Unassigned).
8. Enter 8080 for the TCP Port.
9. In the Host Header Name enter localhost.
10. Click OK.
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If accessed remotely, the following URL should be used:

http://server/community/default.aspx
The administrator account, originally configured when the application was first installed,
should be used for the login credentials.
Please contact the Survey Workbench installation experts with any questions you may
have.
Windows Authentication
If Windows Authentication has been chosen, access can be from any machine but the log on
to the machine will need to be a local administrator (Not a Domain Administrator) account
on the Survey Workbench host application server.
The Administrative Portal will be accessible through the following URL:

http://server/community/admin/default.aspx
Or via the server either locally or by remotely connecting to it:

http://localhost/community/admin/default.aspx
Note: If a virtual directory other than community was used in Section B, Step 7
above, replace community in the URL with the name of the virtual directory used.
Attempting to access this URL from a different computer by changing “localhost”
to the server’s name or IP will fail on all initial installations performed after EFM
Community Version 2.1 Build 901 or later (earlier versions/builds did not have the
ability for remote access) until the administrator account is enabled inside the
Survey Workbench Enterprise Administrative Portal. This is by design and is
intended as an extra security feature.
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Update the Database to Version 5.3
Follow the steps below to upgrade the existing Version 4.0 database structure to Version
5.3.
Note: This must be done before logging into the main part of application.
1. Click Configure.
2. Under Connections.
3. Click Run Table Setup.
Note: This will create the new tables and modify existing tables to accept
the Version 5.3 formatting.
A progress indicator will appear:
Run Table Setup progress indicator
Once this is completed, the following message will appear:
Db Script Successful
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7. Configure and Test Workgroups

This section tests the publishing paths and email connection to the SMTP Server work within
the application.
1. Access the Survey Workbench Enterprise Administrative Portal using the

information presented in Section 6.
2. Click Workgroups.
3. Select the first Workgroup in the list.
4. Click Edit.
5. Click Publishing and make sure the information under the tab is correct.
6. Click Test.
7. The following message should be displayed:
8. Click Mail and make sure the information under the tab is correct.
9. Click Test.
10. Click Workgroups.

11. Select the next Workgroup in the list.
12. Repeat steps 4 through 11 until all workgroups have been configured.
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8. Test Environment
The migration process is complete and testing can be performed. Below is a
recommendation of testing that can be done to ensure the migration was a success:
1. Test existing surveys (Under Surveys in the main application attempt to access
existing surveys from the list) .
2. Check published URLs and see if the surveys can be accessed via a Web browser.
Note: Some survey types require that this be tested in Preview from Write
Invitations.
3. Click Manage Responses.

Make sure all responses are visible.
Test an export and see if the correct number of responses are displayed.
Note: All three of the following response counts should match:
Data – number of responses in the Data section on the survey‟s home pane.
Manage Responses – The number of records displayed inside Manage Responses:
please make sure that no filter is applied.
Export within Manage Responses – How many records are exported: please make
sure that either Manage Responses has no filter applied or the export is done
using the “No Filter” option, as this will often lower the number of exported
records.
4. Click Manage Reports.
Attempt to create some reports.
5. Attempt to create a new survey.
a. Create a test survey via Surveys – Create New Survey (Select External E-
mail List as the Respondent Source).
b. Test publishing by clicking Publish under the Actions Bar.
c. Click Select Participants and under the Actions Menu select Add Participant…
d. Enter an e-mail address in the e-mail field and click OK.
e. Inside Write Invitations enter a Subject and place the cursor inside the body of
the invite and under the Fields box click Survey URL.
f. Inside Schedule Events (formerly Deploy Survey) and under the New Menu select
Open Survey.
g. Set the Start time to the next half hour period (Either the top of the hour such as
1:00 or the bottom of the hour 1:30).
h. Set no Recurrence or Advanced options and click OK.
i. Under the New Menu select Send Initial Invitation.
j. Set the Start time to the next half hour period after the Open Survey event was
scheduled (Either the top of the hour such as 1:00 or the bottom of the hour
1:30).
k. Set no Recurrence or Advanced options and click OK.
l. Check the survey after both time periods entered to confirm that the survey was:
m. First “Opened.”
n. The initial invite was sent.
6. Confirm that any custom Survey Templates appear under Library – Survey
Templates.
7. Confirm that existing Community Members are still present in the UI and have profile
data.
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Click Community – Members.

o Existing community members will be listed here.
Click Profiles (accessed under the Community tab).
o Confirm that existing profiles are present.
o Confirm that data exists for the profile members, under Manage Profile.
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9. Appendix
Determining the Web server root in Microsoft IIS:
The Web server root can be checked under Microsoft IIS by performing the following steps:

2. Right-click the Web site that is being used to host Survey Workbench Enterprise.
4. Click the Home Directory tab.
Note: The path specified in the Local Path field
ASP.NET Framework
Survey Workbench Enterprise only works with Version 2.0.50727 of the Microsoft ASP.NET
Framework.
Microsoft ASP.NET Framework 1.1 will not function. If both are installed on the Application
Server inside Microsoft IIS, it is possible to enable the Version 2.0.50727 over the Version
1.1 by following the steps below:

4. Click the ASP.NET tab.
5. Select 2.0.50727 in the ASP.NET version drop-down box.
6. Click OK.
Note: Both versions of Microsoft ASP.NET cannot be used on the same

virtual directory. Applications using one version of ASP.NET (v1.1 for
example) cannot run in an application using the other version of ASP.Net
(v2.0 for example). A new Application Pool must be created to house one of
the applications using the different version of ASP.NET.
Knowledge Base
Vovici has a Knowledge Base within our Vovici Customer Support Portal that contains
valuable recommendations on maintaining the server on which Survey Workbench
Enterprise is installed. It also contains troubleshooting assistance (This is in addition to our
installation experts). It also provides information about best practices for the application:
http://www.vovici.com/support/
IIS Default Documents
In the past, the installer did not address the issue of IIS Virtual Directory default
documents. This meant that the virtual directory / web application created by the installer
would inherit the properties of the parent Web site. If the parent Web site did not have the
default.aspx file listed as one of the default documents, this would have to be manually
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added by the user. In Version 5.3, the installer should explicitly add the default.aspx file as
a default document inside IIS as shown by the image below:
Documents tab
This should avoid permissions problems that sporadically occurred during installations and
upgrades of the application.
Page 37 of 37

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1. MIGRATION FROM SURVEY WORKBENCH ENTERPRISE VERSION 4.0 TO VERSION 5.3................................... 4

1. Migration from Survey Workbench Enterprise

3. ASP.NET 2.0 Framework needs to be installed.

a. Open Microsoft IIS.

4. Hardware requirements for Vovici V5:

Update from Version 2.0 or 2.1 to 2.2:

Migrate from Version 1.45 to 2.2:

Migrate from Version 2.2 to 3.1:

Update from Version 3.0 to 3.1:

Migrate from Version 3.1 to Version 4.0:

2. Existing Version 4.0 survey URLs will not change.

To begin the installation process, please perform the following steps:

4. Click Save to begin downloading the installer.

Once the download is complete, proceed to the next section.

3. Running the Installer

1. Double-click the installer (.MSI) file. Click Run to continue.

Note: The following warning message may appear:

Click Run to continue

a. Right-click on the file and click Properties.

Community Properties dialog

Note: Click Cancel at any time to stop the installation.

4. This will display the License Agreement dialog.

End-User License Agreement dialog

6. The Survey Workbench Setup page will appear.

Web Site and Application Name dialog

“This name will be part of the application URL box”

The default value is:

Therefore, the URL to access the main application will be

It is recommended that the old value of Perseus be kept.

Therefore, the URL to access the main application will be:

9. The Custom Setup dialog will appear:

Custom Setup dialog

Multiple options can be selected on this page.

Note: The Vovici Service will be installed by default. It provides time-based

a) Reset – Used to return all options to the original default states.

Disk Size – The total available disk space.

Survey Workbench window

13. Click Next.

Installing Survey Workbench window

14. The Ready to install Survey Workbench dialog will appear.

Ready to install Survey Workbench dialog

Click Install to start the installation of selected components.

15. A window will appear with the message of a completed installation.

Survey Workbench Setup complete

There will be a check box on this page with the text:

“Launch Setup Configuration Page Now”

It is still advisable to verify permissions listed in Section 5 but it is not required

Restart system dialog

5. Authentication and Permissions

Windows 2003 Server Permissions

Survey Workbench Enterprise has two authentication modes:

1. Survey Workbench Authentication – The authentication process is handled by

2. Windows Authentication – IIS handles the authentication of the user. Survey

Survey Workbench Authentication

Note: Integrated Windows authentication must be disabled inside IIS in order to

To Enable “Anonymous access” and disable “Integrated Windows authentication” in

1. Open Microsoft IIS.

Survey Workbench Authentication Permissions

Vovici is not responsible for any of the permissions assigned.

Windows NTFS Permissions