Middlebury

Difference between revisions of "KeySurvey Administration"

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== Editing Users  ==
 
== Editing Users  ==
  
== Non-LDAP sub-accounts  ==
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== Sub-accounts  ==
  
 
Sub accounts are only for non-Middlebury users. Hold off on doing this for now.  
 
Sub accounts are only for non-Middlebury users. Hold off on doing this for now.  

Revision as of 08:38, 19 July 2010

KeySurvey - hosted

As of June 2010, KeySurvey is hosted by WorldApp. Users from the previous Middlebury hosted version were not moved to the new system. New accounts are being created on request.

remote hosted (vendor = worldapp.com)
http://middlebury.keysurvey2.com or http://go.middlebury.edu/keysurvey
administrative login = Middlebury_Admin
password = ******

local instance (surveys created July 2007-June 2010)
https://surveys.middlebury.edu or http://go.middlebury.edu/keysurveyarchive
administrative login = middadmin
password = ******

Issues

  • Need a hole in the firewall to enable off-campus access.

Administrator Accounts

  • Middlebury_Admin - Use this account to add/remove users and edit user properties
  • Template - Design custom survey templates and add to the Question Library
  • safon@keysurvey.com - Change the text labels for the application

User Management: Middlebury_Admin

Creating Accounts

  1. Log on to http://middlebury.keysurvey2.com as Middlebury_Admin
  2. You will see a search screen < http://middlebury.keysurvey2.com/Member/Admin/Administration.do >

  3. To add a new user, leave these fields blank. Simply click on Add New
  4. A Trial Offer screen appears in a new browser page/tab
    < http://middlebury.keysurvey2.com/Registration/FreeTrial.do?logon=false >
  5. Match Active Directory information for:
    First Name
    Last Name
    Phone
    Email Address
  6. For Company name:
    use Middlebury or MIIS
  7. For Password/Confirm Password:
    make up a 6 character alphanumeric string
    (ex: asd321)
  8. Click the "I have read…" box
  9. Click on Sign Up
  10. Ignore the next screen that prompts you to create a survey.
  11. Note: this immediately generates an email to the user from World App welcoming them to their "trial" account. ** So it is important to quickly update the users record with appropriate terms of service, and to send them a separate email that includes the actual URL. **

  12. 2) Update the user profile
  13. Return to the Administration page/tab < http://middlebury.keysurvey2.com/Member/Admin/Administration.do >
    • Search for new account, after entering criterion in one of the boxes, such as Last Name.
    Click on Search button. A list of matching users will appear at bottom of the page.
    • If more than one user matches your search, click on UserID (these are automatically generated by the system) to see and modify additional information.
    A new screen appears < http://middlebury.keysurvey2.com/Member/Admin/AdminEditSet.jsp?userid=NNNNN >
  14. • Modify the entries in these fields
    User Type Single User
    Add/Remove Credits 1000
    Login expire
    fac/staff: set date for 5 years out
    students: set date for end of May in current academic year
  15. • Click on Save
  16. • Click on Show Rights to set other properties:
    For ease of set up and to provide user maximum flexibility
    -- check all entries in the first four columns (Survey Design, Launch, Report, Import/Export)
    -- uncheck all entries in the right-hand column (Options)
    • Click on Save

  17. 3) !!! Notify WorldApp of new accounts !!!
    Annmarie O'Brien [annmarie.obrien@worldapp.com]
    In the background, they need to update them from "trial" to "professional" status (they are working on methodology for us to do this ourselves [6/10/10]). Send her the email address of users we add.
  18. 4) Students must have faculty sponsor. Send account info to student & faculty member.
    FYI: this is the message I e-mail to the user and sponsor.
  19. Your account, username: uname@middlebury.edu password xxxnnn has been created.

    Please read our survey policy document at https://surveys.middlebury.edu/WebHelp/SurveyPolicy.pdf

    Go to http://middlebury.keysurvey2.com to log in.

    The on-line contextual help, accessed from the button at the top right of each screen is very good.
    Here are a couple of tips:
    • After making changes in any question, be sure to click the save button at the bottom of the page.
    • After you create a rating scale once, it appears in the list of available scales. You do not need to create it again.
    • The option for showing "back" buttons is on step #4, "Rules".
    • Be sure to choose "Secure URL" for any urls.
    You can find additional help at the Middlebury Key Survey wiki: - https://mediawiki.middlebury.edu/wiki/LIS/KeySurvey

Editing Users

Sub-accounts

Sub accounts are only for non-Middlebury users. Hold off on doing this for now.

  1. Edit a user
  2. Change user type to Multiuser Admin
  3. Add sub-account credits.
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