Installation has following steps:
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:
📷 PostgreSQL port
After the installation is complete, follow the instructions for tuning PostgreSQL for production use
Installing Survey Solutions
Download the Survey Solutions installer
Run SurveySolutions.exe. It will ask you for two parameters: install location and PostgreSQL connection parameters.
For the install location – choose any or keep the default (
📷 Survey Solutions location
For PostgreSQL connection parameters (default values will be already there) specify the port and password you’ve chosen when setting up the PostgreSQL earlier:
📷 Survey Solutions database connection
That’s it. At the end, finish installation page will automatically open in your browser where you’ll be able to create administrator user for Survey Solutions Headquarters application. The link to the site will be automatically added to your start menu, but you can always access it by directly typing the address in the browser’s address bar.
In order to check if the application is running correctly you can open
http://localhost:9700/.hc URL. It should output
Post installation configuration
The post-installation configuration involves the following:
Adjusting the site bindings
By default Survey Solutions is installed as a web application and runs behind the IIS web server. By default it uses port 9700. This will require all users to add the port number :9700 when referring to your server in any URL.
Most firewalls will block custom ports by default and additional configuration may be required to have the server accessible from external networks/Internet.
If you need to change port you can do it in the IIS configuration manager.
To access it right click on start menu, select run option and execute the
In the IIS Manager you will find the Survey Solutions application:
📷 Survey Solutions in IIS Manager
If you click on the
Bindings... link in the right panel you will be
able to add new ports, such as 80 for HTTP and 443 for HTTPS.
If your Survey Solutions instance is exposed to the public in the Internet, it is highly recommended to setup SSL encryption for web server by applying an SSL certificate.
The configuration depends on the certificate provider that you choose, so refer to their documentation on how to setup IIS.
To permit communication of Survey Solutions with the Designer and other utilized services you may need to enable certain ports or types of communication as listed below. The instructions vary by type of the security software used. See #3 in the FAQ for IT for common security software instructions.
- allow incoming connections to the port that you’ve set up the server binding of Survey Solutions;
- allow outgoing connections to the Designer site:
- allow outgoing connections to the Survey Solutions site:
In addition expect the client (browser) to
- send queries to the Maps server being used:
https://google.com(or see here for alternative settings for China);
- send queries to the CAPTCHA server being used (if it is used):
Survey Solutions operates with HTTP/HTTPS requests that may be rather large (multiple MB). Your server must be configured to receive and process such queries (rather than block them). This may necessitate additional WAF configuration. If this is not permitted, the interviewers may not be able to synchronize their tablets.
If you are using a load balancer, please make sure that it is configured to use:
- sticky sessions, and
- web sockets.
If this is not satisfied, web interviews will not work resulting in errors for the respondents (this may not be immediately obvious to the person setting up the Survey Solutions server).
Survey Solutions application configuration
/Site folder where Survey Solutions is installed, and open
appsettings.Production.ini file. This file will not be replaced during
application upgrades and will retain your local server configuration.
📷 Survey Solutions configuration file
If your server has domain name you need to change
BaseUrl value to the name
you have (without trailing slash at the end of the URL). Make sure that this
URL can be used to open Survey Solutions app from server where application is
installed, otherwise export won’t work.
Example of an ini-file with configured base URL:
A captcha is used to safeguard the application from brute force attacks on user accounts and for protection of web mode from automatic creation of interviews.
Survey Solutions may utilize a built-in (hosted) implementation of captcha (default) or an external reCAPTCHA provided by Google (to be configured as per instructions below).
To take advantage of the more secure reCAPTCHA implementation by Google, you need to set it up in the Google reCAPTCHA admin and record the 2 issued keys into your configuration file.
- Navigate to creation page to register a new captcha. Click on the ℹ️-icons will give you helpful hints on how to fill out that form.
- Specify your public DNS name that is configured in
BaseUrlproperty for the site name.
- When selecting the reCAPTCHA type, select version 2 ("reCAPTCHA v2").
- You can specify additional emails to receive notifications on problems or increase in suspicious traffic (alerts are issued by Google).
After you click the
Submit button you will see a page where you can copy
the necessary site key and secret key. Then add the following content
[Captcha] CaptchaType=Recaptcha SecretKey=%Your secret key% SiteKey=%Your site key% Version=v2
If you are using a GPS question you should change
Google maps API key.
After creating it in the console, add it to the
[GoogleMap] ApiKey=%Your API key%
when not configured properly you will see error
ReferenceError: google is not defined on the map report page:
📷 Survey Solutions maps error
GeoTIFF files support
If you are using GIS functionality and plan using TIFF files as maps, then you need to install the GDAL library. The simplest way to do it (on Windows) is to use the OSGeo4W project: download installer from their web site and install only “GDAL”.
Survey Solutions will try to locate and make use of the GDAL libraries
at the default installation path:
C:\OSGeo4W64\bin\. If you’ve installed
it to another folder then add the following configuration to your
[Geospatial] GdalHome=%Path to bin where GDAL is intalled%
If this step is not performed, the users of this Survey Solutions instance will not be able to upload maps in GeoTIFF format to the HQ. They will still be able to upload maps in other accepted formats.