Setup and Configuration

PDS password reset

How can I reset a password for a PDS should I forget it? If you forget your password for the demo server, you can reset it, by right-clicking the server name, and selecting the Request password reset menu item in the self-service portal. The new password will be automatically generated and sent to your email. The older password will no longer be valid. How do I know that a new password has been sent to me?

August 26, 2021

Personal Demo Server

Survey Solutions users may familiarize themselves with the Headquarters/Admin functionality using a personal demo server (PDS). Personal demo servers are managed through the self-service portal. You start by submitting a corresponding request. Before you proceed, make sure you understand the purpose and limitations of the PDS: Every Survey Solutions user may request one PDS. There are no forms to fill and the server becomes available shortly after the request is submitted.

July 19, 2021

Server Installation

Installation has following steps: Installing PostgreSQL Installing SurveySolutions Post installation configuration Installing PostgreSQL Make sure that you have an installed and running instance of PostgreSQL before running SurveySolutions.exe You can download PostgreSQL from here and run the setup. Pick the latest stable version (note: Survey Solutions will not work with PostgreSQL prior to version 10.0). During the process you’ll set the password for the database superuser: 📷 PostgreSQL password and the port, on which the PostgreSQL server will be running:

June 30, 2021

Data Server Errors

The following errors may be encountered when working with a data server: 1. “Unable to import new questionnaire: Could not connect to Designer. Please check if Designer is available and try again." Your Headquaters installation is trying to contact the Survey Solutions Designer server to import the questionnaire, but can’t reach it. It is very unlikely that the Designer is not responding or is not working read how to check here so the problem is most likely with your network configuration.

June 23, 2021

DB connection errors

The following error may be encountered during the server startup, when it fails to establish connection to the database server: Note, that since the message is displayed on a publicly accessible page, it does not elaborate the specific reason for the problem. When the server displays the above message, it is incapacitated and the error needs to be fixed asap. This is especially critical if the server is being utilized for CAWI surveys, where the respondents following the link in the invitation will likely be lost if they encounter this message instead of the survey form to fill out.

June 23, 2021

AWS setup

Installation of Survey Solutions on Amazon AWS The installation consists of the following steps: Create security group for web server and RDS to be able to communicate Create PostgreSQL instance Create EC2 instance for running Survey Solutions Install Survey Solutions Create security group In order to have connection between Survey Solutions and PostgreSQL you can create new security group as described in here. From the AWS Management Console:

May 31, 2021

Deployment with Docker

You can install and run Survey Solutions Headquarters using our official Docker image. Prerequisite Survey Solutions container can be executed on any hosting system that is capable of running linux/amd64 containers. Please refer to docker documentation page on how to install Docker for Your operating system - https://docs.docker.com/get-docker Survey Solutions has linux based container image and cannot be run in Windows Containers. To run Survey Solutions in Docker on Windows you will need WSL2

May 30, 2021

Healthcheck

Survey Solutions server administrator has access to the special healthcheck page using the following: menu → Administration → Diagnostics. This page may appear like the following: This page shows two kinds of information: left side shows diagnostics related to server configuration, whether the settings are set up correctly and the different components are able to talk to each other; right side shows various metrics of the server performance, such as the CPU load, memory usage, number of concurrent queries, or the database footprint.

May 4, 2021

Procedures for maintenance

This page contains an outline of procedures that you may need to perform as instructed by developers. Please, pay attention to the steps and record the values and messages as instructed. PROCEDURE B1 On the tablet: Make sure you are logged out of the Interviewer application. Reboot the tablet. Start the Interviewer App. Log in as interviewer, Send to the person providing assistance (see bullets 3, 4, and 6 here): the interviewer trace logs, all tablet information, and all technical information.

April 29, 2021

Configuring export to external cloud storage.

Survey Solutions may be configured to export data to major international cloud storage providers: DropBox Google Drive Microsoft OneDrive To enable export to the external storages the following configuration changes need to be done to the configuration file appsettings.Production.ini: Add section: [ExternalStorages:OAuth2] RedirectUri="https://YOURSERVERNAME/data-export-storages.html" ResponseType="code" Note that you need to substitute-in your server name in the RedirectUri parameter. Decide which external storages you want to make available to the users of your server (this is shared across all workspaces) from the above mentioned list of cloud providers.

April 29, 2021