Description

This webinar introduces Snap XMP: Experience Measurement Platform, combining the power of Snap XMP Desktop with upgraded functionality and connects it with the features of Snap XMP Online for online surveys and offline mobile survey interviewing.

The post An Introduction to Snap XMP appeared first on SnapSurveys.

Build: 1.0.0.1346

Release Date: 6^th October 2024

Features

• New Single edition starting template
• SOL-4912: Allow nominated question from survey to be embedded into invites
• SOL-5140: Option added to show password on Snap Online log on page
• SOL-5151: Opt out link automatically added to invites if one not present

Fixes

• SOL-5050: Twitter logo updated to X logo
• SOL-5068: Allow Help URL link to be a mailto link
• SOL-5069: Add some help text to the Invitations right hand pane when no invites defined
• SOL-5131: Deleting a seeded variable from the survey causes participant import / connector wizards to hang
• SOL-5152: Participant invites not sent if the survey is processed for mailing before the end of the import
• SOL-5161: Help link incorrect when first log on

Build: 1.0.0.1330

Release Date: 16^th June 2024

Features

• SOL-4320: New Job scheduler service to reduce blocking jobs
• SOL-4904: Participant archive and unarchive jobs added
• SOL-5030: Support POP3 OAUTH using client secret as an alternative to certificate
• SOL-5041: Limit the number of responses that can be exported from Snap XMP Online in one go
• SOL-5113: New ‘scheduled’ survey status added
• SOL-5116: Allow multiple SMTPs to be used for sending invites

Fixes

• JS-154: Prevent multiple AttachIt files for the same question
• SOl-4706: Improve participant/invite UI responsiveness
• SOL-5044: Title on custom domain survey left blank rather than Snap Surveys
• SOL-5052: Return 404/410 for invalid interview links and non running surveys
• SOL-5059: Prevent 2 paper download links being created
• SOL-5064: Improve performance of Desktop Sync streaming
• SOL-5065: Created date set for participant when created via a connector or API call
• SOL-5110: V1 of GetResponses API call now charging units
• SOL-5115: Email alert only includes 1 AttachIt file when multiple added
• SOL-5127: Rephrase reset message on group questionnaire participant
• SOE-345: Better handling for content pasted from Word
• SOE-351: Fix adding options in semantic scale
• SOE-353: Survey fails to load if brackets in style name
• SOE-354: Survey becomes corrupt after deleting grid rows with routing dependencies
• SOE-355: Valid field now working for open ended literals
• SOE-356: Save issues with compound grid and routing
• SOE-358: Questionnaire fails to load in Editor when numbering sections set to numbers 
• SOE-360: Surplus spaces in routing expression not handled
• SD-559: Data export filters via com need to treat case numbers as non-deleted cases

Build: 1.0.0.1320

Release Date: 7^th January 2024

Features

• SD-528: Allow screen outs to explicitly ignore the global target

Fixes

• JS-73: Restart button within SOI does not return the interviewer to the first page
• JS-116: Allow custom CSS to be used during interview
• JS-269: Excluded codes now pushed to the end of the sequence for alpha-ordering only 
• JS-236: Legacy HTML option with masking can stop the interview loading
• JS-253: Rank index displayed on its own line when code label is long
• JS-300: Masking and alpha ordering could result in codes showing more than once
• JS-301: Rating check plus must answer issues
• JS-302: Carousel not displaying correctly when grid question text not showing
• JS-303: Drag rank question with conditional routing does not always display the initial value
• JS-304: Page timer not working when randomise added
• JS-305: Show the error on Drag and drop grids after focus is moved on
• SOE-270: Snmedia read and save added
• SOE-275: Semantic scale label edit improvements
• SOE-312: Rank and Category grid edit improvements
• SOE-316: Image map grid edit improvements
• SOE-338: Grid labels lost when changing grid style
• SOE-343: Group questionnaire edit improvements
• SOE-346: Image resize issues
• SOE-347: Post condition routing can get removed

Build: 1.0.0.1317

Release Date: 12^th November 2023

Features

• SOL-4965: Paper edition published on demand 
• SOL-5025: Excel CSV option added to Export responses and set as default

Fixes

• SOL-5027: Error shown if number of pages in a report greater than 200
• SOL-5028: Rename from ‘Your work \ Surveys’ to ‘Owned by you \ Your work’
• JS-246: Drag & Drop Rank does not limit the number of rows to rank
• JS-294: Quota console error with Next and Back

Build: 1.0.0.1310

Release Date: 8^th October 2023

Features

• SOL-4980: Separate create from save analysis permission
• SOL-5009: Always show Publish button when possible regardless of interviewing state
• JS-258: Prevent going back to an already submitted survey

Fixes

• SOL-4618: Don’t show report label for analysis in solo surveys
• SOL-4706: Database changes to improve performance and throughput
• SOL-4940: Ensure all emails are processed when using batch option
• SOL-4971: Remove X-XSS-Protection header from interviewing and main site (in line with OWASP)
• SOL-4973: Ensure X-Frame options header can be set for main site.
• SOL-4976: Unused referrer header removed to prevent future potential risk of a CSRF attack
• SOL-4987: Return a 400x or 500x error status code when appropriate
• SOL-4988: Track participant being deleted for SOI sync
• SOL-5003: Reset password email content changes to reduce it being treated as spam
• JS-104: Submitting works if error has not been seen yet (submit on all pages)
• JS-231: Must answer inline in a hidden question prevents the Respondent from using Next button
• JS-236: Potential crash during interview with empty code labels
• JS-269: Maintain original position for excluded codes when code order = random
• JS-279: Tab order updated when conditional questions appear
• JS-280: Allow custom scripts to be executed
• JS-284: Inline question within a Not Asked question causes empty page
• JS-287: No longer hide questionnaire when Submit pressed
• JS-288: SOI signature slow to be enabled
• JS-289: Must answer quantity sliders showing as error at start
• SOE-327: Variable references in initial value fields updated correctly when new variable inserted
• SOE-331: Prevent order of language variable being changed
• SOE-337: Stop question text being repeated in open series grids
• SOE-344: Question text lost in multi language survey when routing added
• SOE-345: Paste text only when copying from Word

Build 1.0.0.1297

Release date: 9^th July 2023

Features

• SOL-4888: Ability to create and save analyses via browser
• SOL-4618: Add report label to clickable link for each report
• JS-175: Random question order enhancements

Fixes

• SOL-4947: Report title potentially incorrect when run within Snap XMP Online
• SOL-4948: Handle large amounts of AttachIt data for downloading
• SOL_4953: Error when exporting large amount of CSV data
• SOL-4954: id.name lost on Close using the Legacy interviewer
• SOL-4967: Improve layout of password rules
• JS-132: Reduce flicker when questions transition in due to routing
• JS-235: Reduce size of published output
• JS-272: Set forward ordering to start on random code
• JS-274: Improve accessibility publish
• SOE-257: Improve grid re-arranging
• SOE-314: Fix 10 code semantic scale layout issue
• SOE-330: Allow all characters for hyperlink text
• SOE-333: Handle Greek characters correctly

Build 1.0.0.1289

Release date: 14^th April 2023

Features

• SOL-4742: Merge shared area into main survey tree view

Fixes

• SOL-4283: Redirect to log in page when log in times out on Analyze tab
• SOL-4752: Add option to be able to keep partials for quota/screen out
• SOL-4868: Option to keep partials when quota full hit working with JSI
• SOL-4890: Add username to reset password email text
• SOL-4894: Quota performance improvements when under high load
• SOL-4909/4915: improve performance of New survey dialog and Sync
• SOL-4910: Summary dashboard reports no pdf when not required
• SOL-4914: allow seeding on group survey landing page
• JS-18: variable response properties not working in open series literals
• JS-56: calculated values to show number of dps specified
• JS-73: improve performance of surveys with large amounts of code masking
• JS-208: alignment issues with compound grids when hiding/unhiding parts
• JS-209: inline attachIt option not showing as expected
• JS-246: Drag and drop rank allowed respondent to select more options than designed
• JS-241: alpha ordering not applied to inline questions

Build 1.0.0.1288

Release date: 4^th April 2023

Fixes

• SOL-4921: Anonymous SMTP fails when server supports authentication
• SOL-4928: Remove refs to OPTIMIZE_FOR_SEQUENTIAL_KEY as not supported on less than SQL 2019

Build 1.0.0.1284

Release date: 3rd January 2023

Features

• SOI Quotas now available with this release of SOL
• SOL-4809/4819/4845: Connectors (This is the updatesurvey.asp replacement)
• SOL-4701: Update colors to improve accessibility in the user interface
• SOL-4752: Allow Researcher to optionally keep partials for quota-ed or screen-ed out survey
• SOL-4757: Add ability to configure CSP and X-SSS to main Snap XMP Online site
• SOL-4764: Browser tab for screenout to be labelled Screen out
• SOL-4820: Allow multiple accounts to trust the same browser
• SOL-4838: Allow admin to reset trusted devices for a user
• SOL-4852: Add MFA usage to audit trail
• SOL-4856: Add in Payment Ref to a licence so on import the payment ref can be set AND limit the number of times a link can be used
• SOE-176: Inline spell checker alert (Chrome, Edge)
• SOE-292: Handle Compound Grids added via Snap XMP Desktop

Fixes

• SOL-4488: Validation added to text entry in Admin areas
• SOL-4573: Keep responses when flipping between Standard and Plain versions (w3c)
• SOL-4656: Group questionnaire: second import disables invites on participant where a subject has changed or been added (and possibly deleted)
• SOL-4697: Some characters (e.g. new line) in quota full message cause problems with JSI
• SOL-4765: Fail to process some emails returned to Snap XMP Online
• SOL-4774: Update AttachIt including old JQuery dependency (requires Snap XMP Desktop 12.12)
• SOL-4812: MFA UX issues
• SOL-4813: Print button not working if custom domain and JSI
• SOL-4832: Consistent participant status between legacy and JSI
• SOL-4834: Participant import, delete option can fail when seeding incorrect
• SOL-4837: Remove trusted device list and do not require user to specify one
• SOL-4842: Improve look of MFA code dialog when errors show
• SOL-4853: Maintain JSI zip after each download for next attempt
• SOL-4854: Audit record for closed partials incorrect if > 50 partials being closed
• SOL-4855: Read Email job always reporting 0 emails processed (SOL 1260 onwards only)
• JS-155: Print button not working on single page questionnaires
• JS-208: Spacing issue if ‘Space before’ used with Compound grid and routing
• JS-219: Seeded with hidden language editions can show wrong language
• JS-220: Missing response data in partial when drop down style used
• JS-222: Carousels with large amounts of question text overlap boxes
• JS-224: Masking in plain text version causes codes to not show
• JS-226: Text box loses focus (requires double click)
• SOE-132: Variable reference lost when new question added
• SOE-237: Variable reference potentially causing corrupt survey on save
• SOE-279: Survey fails to save due to routing

Build 1.0.0.1260

Release date: 20^th October 2022

Features

• JS-186: Inline questions
• SOL-4722: Multi Factor Authentication added
• SOL-4722: Password complexity setup via admin UI
• SOL-4756: Support for POP3/IMAP Office 365 Exchange Online OAUTH certificate-based authentication
• API: GetSurveyList and GetSurvey have a new property called ResponsesLastChanged that contains the timestamp showing when the responses were last changed.

Fixes

• SOL-4550: Share context not used for determining code list in filter/context
• SOL-4590: Optional for questionnaire SNIF is stored in the database
• SOL-4616: Pending activation list is limited to showing 10 accounts
• SOL-4634: Some characters can cause problem with export of data to Excel
• SOL-4664: Identify survey in bounce back email
• SOL-4724: Admin edit of account can lose some account data
• SOL-4746: SMTP 500 errors don’t need to be tried again
• SOL-4750: Switching to text only version turns partials off
• SOL-4770: Double quotes in filter expression fails
• SOL-4771: IMAP connection not secure
• SOL-4772: SNIF extraction on demand for Online Editor
• SOL-4780: Stop Admin browsing affecting user’s ‘Recent list’
• SOL-4785: Webpage on submit causes pop up if custom domain
• SOL-4787: Dashboard Summary report doesn’t work for a shared user
• JS-131: ‘use steps’ option for sliders respected
• JS-152: Carousel grid not always showing code labels
• JS-166: Compound grids
• JS-176: Preserve random order of codes on Save
• JS-182: Initial value shows up as answered twice in partial
• JS-185: Carousel grid changes for right to left languages
• JS-189: Updated version of jQuery
• JS-197: Multi choice drag and drop grid fixes
• SOE-142: Preview of drop downs fixes
• SOE-242: Preview of Data picker fixes
• SOE-293: Preview option removed from Editor

Build 1.0.0.1205

Release date: 16^th May 2022

Features

• SOL-4347: reCAPTCHA can be added to reset the password and account creation pages. Configuration is required in machinespecific.config (FMSMVC)

Fixes

• SOL-4729: Stop storing the ‘Data’ in the Responses table if the source is Snap XMP Desktop
• SOL-4738: Invites stopped incorrectly on a survey when too many concurrent connections
• SOL-4379: SMTP connections not always disposed of as soon as can be
• SOL-4740: Close partials job can block other jobs when large numbers of partials to close
• JS-8: Rating check with routing on grid doesn’t allow the grid questions to be answered. (This requires the latest Interviewer and Snap XMP Desktop updates for complete release)
• JS-49: Resume partial to start on page in error (if necessary)

Build 1.0.0.1171

Release date: 7^th February 2022

Features

• SOE-254: Support for Sliders added
• SOL-4565: Support for multi response context values
• SOL-4618: Report title shown as tool tip
• SOL-4677: Support for new (beta) interviewer in Qwizards online

Fixes

• JS-22: No read only calculated source can show as 0
• JS-138: Fix for multi line AttachIt question
• JS-143: Customisation possible of error message for Valid property
• JS-144: Auto answer on masked question set incorrectly
• JS-145: Too many decimal places sometimes displayed on derived variable
• JS-146: Error in calculation following variable with Max responses property set
• JS-151: Initial value set to an exclusive code could be removed when using Back button
• JS-153: Grids in Safari browser sometimes failed to display
• SOL-4315: Email alerts with AttachIt attachments now handled correctly
• SOL-4526: Error shown to user when no valid licence on cloning
• SOL-4550: Share context not applied for determining code list for filters/contexts 
• SOL-4568: Reset participant invite status after email address corrected
• SOL-4588: Revise ordering of seeding screen on Participant import
• SOL-4596: RGB colours converted to RGBA on save in email invite
• SOL-4622: Adding or editing a subject on a Group questionnaire within Snap XMP Online would break seeding for the first subject
• SOL-4623: Web page on submit seeding not handled correctly
• SOL-4666: Improve performance of email reader and enhance error logging
• SOL-4684: Change wording of invite schedule when invites are disabled
• SOL-4685: Better display of survey status messages on mobile devices
• SOL-4690: Fix for Restart button not working
• SOL-4698: Mailing status added to top line
• SOL-4710: Partials not working as expected for Group questionnaire

Build 1.0.0.1104

Release date: 4^th October 2021

Features

• SOL-4389: API v1 (permission based so needs to be enabled for each account)
• SOL-4542: New button added to allow userAdmin to generate a reset Password link manually
• SOL-4553: Separate licence defaults for when Admin creates account
• SOL-4585: Option to update survey licences when template licence updated
• SOL-4608: Quotas
• SOL-4648: Include created time in Participant export
• JS-94: Image map accessibility enhancements JS-108: Slider bar accessibility enhancements

Fixes

• SOL-4072: Set default session timeout to be 59 mins
• SOL-4331: Handle surveys with only paper editions
• SOL-4491: More helpful error message when creating an account that’s been deleted or purged
• SOL-4492: Social media links added to Collect page
• SOL-4494: QR code to use custom URL
• SOL-4538: Stop using iFrame unless its custom domain
• SOL-4539: Set custom URL token to original value if you clear it
• SOL-4545: Survey name can contain invalid characters when you clone a survey
• SOL-4549: Make choosing worksheet number more obvious in Participant upload dialog
• SOL-4555: Use account’s Full name when no Email from name set for invitations
• SOL-4558: Participant import performance improvements
• SOL-4575: Add option to disable checks in mailer for certificate revocation
• SOL-4577: Handle id.name variable rename
• SOL-4579: Sort order added for Group questionnaire list as seen by Participant
• SOL-4601: Trim leading and trailing spaces from ‘subject’ for group questionnaires
• SOL-4612: Logged in survey completion rate incorrect
• SOL-4617: Participants cannot be added via UI
• SOL-4629: More validation required on email address when sharing (plus trim spaces)
• SOL-4654: Crash adding a new participant to an invite only survey
• SOE-145: Drop downs now working in Editor preview
• SOE-165: Code ordering now working on Editor preview 
• SOE-208: More…dialog can get cut off
• SOE-222: Placeholder text would sometimes remain in Firefox
• SOE_225: Footnote in wrong position when masking is on
• SOE-246: Grid of open ended quantity questions incorrect size
• JS-20: Closing the attachIt dialog would show an error in IE11 
• JS-20: Native data pickers in SOI
• JS-39/SOE-216: Alpha ordering with mask and other question problem
• JS_90: Footnote appears in wrong place when mask also applied to the variable
• JS-91: Routing not working when variable in error state
• JS-92: Start date/time incorrect
• JS-95: Wrong format for dates in initial/seeded values
• JS-113: Error message not visible when question overflows viewport
• JS-119: Long initial values could cause crash
• JS-120: Build preview does not reload on browser refresh
• JS-124: Grid of notes would crash
• JS-123: Cater for seeding/ restoring values when initial value

Build 1.0.0.1065

Release date: 21st June 2021

Features

• Survey response profile graphs added
• SOL-4562: Delete mode added to Upload Participants 
• SOE-122: Rating check feature added to Online Editor
• JSI-32:Support for partials

Fixes

• SOL-4558: Participant import re-write adjustments – batch up within SQL to improve performance / only allow 1 update from Desktop at a time
• SOL-4560: Warn user the schedule will be cleared if they manually stop a survey
• SOL-4578: Error shown when survey with custom login page paused
• SOL-4591: Allow participant reminder to have an interval set to 0
• SOL-4598: Participant wizard can time out when uploading a large spreadsheet
• SOL-4550: Share context not used for determining code list in filters/contexts in Analyze
• SOL-4555: use account’s Full name when no Email from name set for invitations
• SOL-4559: Participant overview ‘started’ and ‘completion rates’ inaccurate for group survey
• SOL-4554: Group Questionnaires don’t work when there is an apostrophe in the subject
• SOL-4534: Adding a / or : in Subject line of an email results in error
• SOE-217: Mutually exclusive option doesn’t show
• SOE-224:  Editor preview doesn’t show initial values
• SOE-229: Grid questions have code exclude lists set up on 2nd, 3rd etc row
• SOE-234: grid attributes text overlaps content
• SOE-235: Page breaks not handled correctly in Editor preview
• SOE-169: Auto renumber option not respected in Editor
• JS-8: Added option to unselect option for Rating Check
• JS-31: Support for Restart button in SOI
• JS-45: Prevent double submit from occurring
• JS-109: Support for Close button in SOI
• JS-20: data pickers not working
• JS-38: Handling for read only variables
• JS-107: Id.completed not set on submit
• JS-83: All paradata handling

Build 1.0.0.999

Release date: 7^th December 2020

Features

• SOL-4479: Allow surveys created from Survey templates to be sync’d between Snap XMP Desktop and Snap XMP Online
• SOL-4506: Customisable options available when exporting data from Snap XMP Online

Fixes

• SOL-4331: Handle surveys with only paper editions
• SOL-4420: Entering HTML in text fields can crash dialog or page
• SOL-4470: Build tab tooltip restyled to make it easier to read and not overlap
• SOL-4507: Filter issue when Survey set to US date format
• SOL-4510: Handle email bounce backs
• SOL-4511: Filter Participant by status displays empty list
• SOL-4520: Survey mailing stopped on failure to send 1 invite
• SOE-123: Text substitution not working in Editor Preview
• SOE-189: Add a footnote to a Single and it disappears after a reload
• SOE-205: Open ended questions only accept 1 character in Build | Preview 
• SOE-209: Setting the Initial value for a literal can throw up an error or cause the survey to not save
• SOE-221: Hard to set a semantic scale to have 10 codes
• JS-96: Footnotes on grids fixed

The post Subscription Snap XMP Online release notes appeared first on SnapSurveys.

• Windows Server 2012 or later running IIS, matching Microsoft’s minimum requirements, plus an additional 2GB memory
• SQL Server 2012 or later, matching Microsoft’s minimum requirements

Further resources will be determined by load levels and usage profiles

These installation instructions have been written for Window server 2019. You will need to refer to the system documentation if installing on a different version of Windows server

This document assumes that your server is configured, secured and functioning properly using a server certificate for SSL

You will require server administrator skills and rights

You will need a Snap XMP Desktop installation code during the Snap XMP Online installation process. This is required to run the software used by Snap XMP Online. This must be the only copy of Snap XMP Desktop on the server. If you have a networked copy of Snap XMP Desktop the networked copy must be run on a separate server.

Snap XMP Online requires the use of a mail server for certain functionality. The mail server should be running on a separate server to reduce congestion.

Installation steps

IIS installation

Check if IIS has already been installed and if not, install it

Configure the server using ‘Add roles and features’ to have the following components to ensure the software installs and runs correctly:

Add Windows Authentication

Add the ASP.NET 4.7 role under the Application Development section

Include the features that are required for ASP.NET 4.7

Add the HTTP activation for WCF services and the Message Queuing (MSMQ) Activation (including the features required)

Create databases in SQL Server

Snap XMP Online requires 5 separate databases to store the data.

NB: The collation must be Latin1_General_CI_AS. This needs to be set when the databases are created.

The naming convention allows for a prefix of your own choosing followed by the following names:

• prefix_CustomURL
• prefix_SOL
• prefix_SOLMailing
• prefix_SOLResources
• prefix_SOLShares

The prefix along with user credentials for an account that has permission to create tables in these databases will be required when running the installer. We recommend you create a new user and set the new user to be the database owner.

Run the installer

The Snap XMP Online setup.exe will install the following components:

• Snap XMP Online
• Snap XMP Desktop
• Snap Pool12
• Win2pdf (a pdf printer driver to enable reports to be generated)
• AttachIt

Run setup.exe from your download:

Install all the pre-requisites and reboot as required.

Select where you would like the Snap XMP Online software to be installed and the folder you would like to use to store the survey data.

When prompted select the SQL server and specify the user credentials and prefix chosen for the databases:

Press the Next button. The Snap XMP Desktop installer will start.

Enter the installation code when asked to do so.

You do not need to

• install the sample surveys
• have the SPSS add-on
• include the shortcuts

The win2pdf installer will automatically start. Follow the prompts to install.

The SnapPool12 installer will automatically start. Follow the prompts to install.

Check the information dialog at the end for errors:

Restart server

Once the installer has finished restart the server to update the security permissions set up during the install.

Configuring Snap XMP Online

Log in as sysadmin

Open the Snap XMP Online site in a browser: https://localhost/SnapOnline

NB – access needs to be over https://

Log into the sysadmin account. The default password is sysadmin.

Change the sysadmin password

Select Your account from the accordion and then select the Change password option:

Password complexity rules

The password complexity rules can be configured in the User interface:

Configure the site

Most of the configuration is set up for optimum working of Snap XMP Online and so will not need to be adjusted. However, the following configuration is necessary:

AttachIt

Select Configuration in the accordion and select the AttachIt topic:

Set the ‘External service path’ to your sites public domain

Generate a new random GUID and copy the GUID into the ‘DownloadToken’ setting in AttachIt’s web.config (C:\inetpub\wwwroot\AttachIt)

Main site URLs

Select Configuration in the accordion and select the ‘Common settings’ topic:

You will need to configure the following with your site domain:

• Base URL for the interviewer application
• Base URL for the JavaScript interviewer
• External URL for Snap XMP Online

Content security policy for the interviewer site:

Select Configuration in the accordion and select the ‘Content security policy’ topic:

You will need to configure the following with your site domain:

• Custom url domain

Custom URL site

Select Configuration in the accordion and select the ‘Custom URL’ topic:

You will need to configure the following with your site domain:

• Service URL path

Custom URL template

You will need to edit the config file C:\SnapOnline\WebContent\ShortUrl\config\MachineSpecific.config and change the setting:

<setting name=”UrlTemplate” serializeAs=”String”>

<value>http://localhost/s/{0}</value>

</setting>

And replace “http://localhost” with your site domain. This is the base URL for surveys that respondents will use.

Email responses and invites

Snap XMP Online can be configured to send and receive emails. Snap XMP Online uses the SMTP server to send emails regarding administration tasks such as password reset and invitations to participants as well as email alerts configured on a survey by survey basis. The incoming mail server can be set up to use POP3/IMAP basic authentication or Office 365 Exchange Online OAUTH certificate based authentication – details can be entered in the Inbox accounts page.

Snap XMP Online can be configured to process an inbox to handle replies to invitations including bounced emails.

After an SMTP mailer has been configured you will need to enable to the job which is periodically called to send the invitations. Select Job scheduler in the accordion and Edit the ‘Send invitations’ job:

Adding ReCAPTCHA to password reset and account register pages

It is possible to add Google’s reCAPTCHA v2 to the password reset and account registration pages. To use reCAPTCHA, you will need to sign up for an API key pair for your site and then edit the MachineSpecific.config file entering your own keys:

C:\SnapOnline\WebContent\FMSMVC\config\MachineSpecific.config

<add key=”RecaptchaSiteKey” value=””/>

<add key=”RecaptchaSecretKey” value=””/>

See https://developers.google.com/recaptcha for more details

Enabling the API

To allow programmatic access to the data held within Snap XMP Online apply the following configuration:

Access to survey information and response data is controlled by ‘Enable RESTful API’ and access to participant information (to add, update and delete) is controlled by ‘Enable Participants’

To add and delete participants via the API the PUT and DELETE HTTP verbs need to be enabled in IIS

Initialising the system

To create surveys in the Snap XMP Online editor you need to have a starting template. Snap XMP Online can be configured to share the contents of a global folder so that any starting templates you upload to this folder will be available to all accounts.

Create an account to hold the global folder

Select User admin in the accordion and select the ‘Create new user’ option:

Fill in the details, setting the Permissions to be ‘Researcher’ and select the ‘Create user’ button at the bottom of the page:

Upload a starting template into the account

Select the account and use the ‘Upload template’ option to upload a zip file containing a Questionnaire template and an optional image (with the same name as the template). A blank starting template can be found in the ‘Questionnaire templates’ folder alongside the Snap XMP Online installer setup.exe. Clear the ‘Create default licence’ option before selecting the file:

Once the template has uploaded you can log into the account to set up the global folder:

Select the ‘New folder’ option and create a folder:

Move the template into the folder by dragging the item in the accordion:

Select the folder in the accordion and make a note of the (folder) ID on the URL

Log out of the account to return to the Admin area. Select Configuration in the accordion and select the ‘Licensing-system’ topic. Copy the folder ID into the ‘Global Resources Folder id’:

Follow the steps above to upload all custom Questionnaire templates for your system.

Creating new user accounts

Each account on the system has a permit (which details what the account is able to to) and a licence (how much the account can do). Permits are defined by Permission groups and allocated when the user is created and can be changed at any time. Some default Permission groups are created during the installation process eg Researcher (the permit for users who need to create surveys), Analysis (the permit for users who just need to view reports and analyses) and Interviewer (the permit for users who use the mobile interviewing app (Snap Offline Interviewer) to conduct face to face or kiosk based surveys). The Permissions groups can be adjusted to allow or disallow functionality. On saving a change any account using that Permission group will be affected immediately.

When creating an account you will allocate a Permit and can specify licence limits. The limits that can be applied are:

Survey limit (maximum number of surveys that can be created/uploaded),

Number of units (responses and attachIt file size make up units and can be ‘charged’ according to ‘Charging rates’ which can be configured via the accordion.)

Number of days for licence (how long the licence lasts for once activated)

Snap XMP Online has been written with the intention that the ‘User name’ is the same as the email address. For example: when the reset password option is used the form asks for an email address. Strictly speaking it is requesting the user name field and will use the email address field to send the email. All user names must be unique, however the same email address can be used on multiple accounts. This allows admin accounts to be created with a unique user name but use the email address of an existing account.

Multi Factor Authentication (MFA)

It is possible to allow users to set MFA up on their account. A User Admin needs to enable this feature which will then allow the user to set up MFA choosing either email or an Authenticator app as an additional factor:

Alternatively, MFA can be enabled for all accounts by editing machinespecific.config:

C:\SnapOnline\WebContent\FMSMvc\Config\machinespecific.config

<add key =”MakeMFAAvailable” value=”True”/>

Authenticator App

To allow users to choose an Authenticator app for MFA you will need to configure the following:

C:\SnapOnline\WebContent\FMSMvc\Config\machinespecific.config and set:

<add key=”GAuthPrivateKey” value=”xxxxxxxx”/>

<add key=”GAuthEnable” value=”True”/>

Set GAuthPrivateKey to an 8 (or more) character alphanumeric value which is used to generate a unique key

If a user has a problem logging in after setting up MFA a User Admin is able to clear the MFA settings reverting the user back to basic authentication:

Allowing API access for the account

API access is controlled by a permission. To add that permission to an account you either need to edit the existing Permission group or create a new one to allocate to the account.

If you want to edit an existing one, log in as a SysAdmin account and select the Permission group:

Enable the ‘Manage integrations’ option:

If you want to create a new Permission group (eg Researcher with API) then select the ‘Create new group’ option at the top of the Permissions page, set it to have the same options as Researcher and then add the Manage integrations option. You would use this method if you want to limit which accounts can be accessed via the API. The account that you want to use for the API will need to have a permit that has this permission – so either Researcher if you have modified that or the new one you created.

To change the permit, select the user via an admin account and then select the ‘View user licences’ option:

You can then change the permit used by that account:

Note: The permit on a resource (e.g. survey) is dependent on the permit that the resource owner has and in the case of sharing it is also dependent on the permit the shared to account has as well as the permit applied on the share itself. So if you use 1 account via the API and want access to surveys that belong to a different account but have been shared to the API account then both accounts need to have API permission as well as the share.

The post On-Premises Snap XMP Online installation guide appeared first on SnapSurveys.

1. Ensure that firewalls or proxy servers are not blocking Snap XMP from making HTTPS calls to the domain e.g. online1.snapsurveys.com
2. Add *.snapsurveys.com to the proxy server settings, this should allow the synchronisation calls through. The service uses port 443.

The post Security settings for synchronization appeared first on SnapSurveys.

Build: 1.0.0.1344

Release Date: 5^th September 2024

Features

• SOL-4320: New Job scheduler service to reduce blocking jobs
• SOL-4611: New job added to delete inactivated pending accounts
• SOL-4904: Participant archive and unarchive jobs added
• SOL-5030: Support POP3 OAUTH using client secret as an alternative to certificate
• SOL-5041: Limit the number of responses that can be exported from Snap XMP Online in one go
• SOL-5113: New ‘scheduled’ survey status added
• SOL-5116: Allow multiple SMTPs to be used for sending invites
• SOL-5133: Rebuild db index job migrated to new Scheduler
• JS-295: New ID.page functionality during interview
• JS-296: New Tab control functionality during interview

Fixes

• SOL-4632: QuestionnaireSnifRevisions table in Resources DB no longer required
• SOL-4706:  Improve participant/invite UI responsiveness
• SOL-4781: Updated Kendo and JQuery libraries
• SOL-4827: Incorrect warning about partial being deleted when editing a participant removed
• SOL-5035: Concurrent web interview limits redrawn issues
• SOL-5044: Title on custom domain survey left blank rather than Snap Surveys
• SOL-5052: Return 404/410 for invalid interview links and non running surveys
• SOL-5059: Prevent 2 paper download links being created
• SOL-5064: Improve performance of Desktop Sync streaming
• SOL-5065: Created date set for participant when created via a connector or API call
• SOL-5110: V1 of GetResponses API call now charging units
• SOL-5115: Email alert only includes 1 AttachIt file when multiple added
• SOL-5123 – POP3/IMAP passwords cannot contain certain characters eg <>
• SOL-5127: Rephrase reset message on group questionnaire participant
• SOL-5137: DB index improvements
• SOL-5142: Extra warning added to Save pages
• SOE-345: Better handling for content pasted from Word
• SOE-351: Fix adding options in semantic scale
• SOE-353: Survey fails to load if brackets in style name
• SOE-354: Survey becomes corrupt after deleting grid rows with routing dependencies
• SOE-355: Valid field now working for open ended literals
• SOE-356: Save issues with compound grid and routing
• SOE-358: Questionnaire fails to load in Editor when numbering sections set to numbers
• SOE-360: Surplus spaces in routing expression not handled
• JS-73: Speed improvements when loading of large surveys
• JS-152: Better centring of code labels on mobile devices with carousel grids
• JS-154: Prevent multiple AttachIt files for the same question
• JS-280: Allow custom scripts in the header to be executed
• JS-299: Configuration issues with Randomise displayed in Desktop preview
• JS-307: Implement Timer in multi-language questionnaires
• JS-315: Fix text substitution from variable hidden on another page
• JS-317: Alphabetical ordering with columns broken when excluding the last code(s)
• JS-318: Map control alignment incorrect
• JS-320: Inconsistent execution of routing affecting Next page contents
• JS-321: Masking not working when number of codes is different
• JS-331: Native date picker showing wrong date format in error message
• JS-336: Hide blank entry for drop-down plus must answer plus value
• JS-337: Show slider set with initial value
• JS-338: Refresh image maps with calculated value
• JS-339: Allow time to be entered with “.” separator
• JS-341: Carousel would not show code labels if defined in the Next parts
• JS-345: Error saving a partial on an empty page
• JS-347: Allow initial value to be set to specific codes of another variable

Build: 1.0.0.1321

Release Date: 15^th January 2024

Features

• SD-528: Allow screen outs to explicitly ignore the global target
• SOL-4965: Paper edition published on demand 
• SOL-5025: Excel CSV option added to Export responses

Fixes

• JS-73: Restart button within SOI does not return the interviewer to the first page
• JS-116: Allow custom CSS to be used during interview
• JS-269: Excluded codes now pushed to the end of the sequence for alpha-ordering only 
• JS-236: Legacy HTML option with masking can stop the interview loading
• JS-246: Drag & Drop Rank does not limit the number of rows to rank
• JS-253: Rank index displayed on its own line when code label is long
• JS-294: Quota console error with Next and Back
• JS-300: Masking and alpha ordering could result in codes showing more than once
• JS-301: Rating check plus must answer issues
• JS-302: Carousel not displaying correctly when grid question text not showing
• JS-303: Drag rank question with conditional routing does not always display the initial value
• JS-304: Page timer not working when randomise added
• JS-305: Show the error on Drag and drop grids after focus is moved on
• SOE-270: Snmedia read and save added
• SOE-275: Semantic scale label edit improvements
• SOE-312: Rank and Category grid edit improvements
• SOE-316: Image map grid edit improvements
• SOE-338: Grid labels lost when changing grid style
• SOE-343: Group questionnaire edit improvements
• SOE-346: Image resize issues
• SOE-347: Post condition routing can get removed
• SOL-5027: Error shown if number of pages in a report greater than 200
• SOL-5028: Rename from ‘Your work \ Surveys’ to ‘Owned by you \ Your work’

Build: 1.0.0.1313

Release Date: 17^th October 2023

Features

• SOL-4980: Separate create from save analysis permission (Admins can set Edit and create analyses / save modified analyses permissions as required)
• SOL-5009 Always show Publish button when possible regardless of interviewing state
• JS-258: Prevent going back to an already submitted survey
• SD-485 / JS-200: New ribbon for compound grids with option to set relative widths
• SD-505: Native time picker allows seconds
• SD-507: Allow variables to be excluded from randomisation blocks (to keep titles at the top)
• SD-514: Responsive images: automatically resize when the window is resized

Fixes

• SOL-4618: Don’t show report label for analysis in solo surveys
• SOL-4706: Database changes to improve performance and throughput
• SOL-4940: Ensure all emails are processed when using batch option
• SOL-4971: Remove X-XSS-Protection header from interviewing and main site as recommended by OWASP
• SOL-4973: Ensure X-Frame options header can be set for main site. (Admins can set via Configuration | Content security policy) 
• SOL-4975: Session cookie invalidated after log out
• SOL-4976: Unused referrer header removed to prevent future potential risk of a CSRF attack
• SOL-4987: Return a 400x or 500x error status code when appropriate
• SOL-4988: Track participant being deleted for SOI sync   
• SOL-5003: Reset password email content changes to reduce it being treated as spam
• JS-104: Submitting works if error has not been seen yet (submit on all pages)
• JS-231: Must answer inline in a hidden question prevents the Respondent from using Next button
• JS-236: Potential crash during interview with empty code labels
• JS-269: Maintain original position for excluded codes when code order = random
• JS-279: Tab order updated when conditional questions appear
• JS-280: Allow custom scripts to be executed
• JS-284: Inline question within a Not Asked question causes empty page
• JS-287: No longer hide questionnaire when Submit pressed
• JS-288: SOI signature slow to be enabled
• JS-289: Must answer quantity sliders showing as error at start
• SOE-327: Variable references in initial value fields updated correctly when new variable inserted
• SOE-331: Prevent order of language variable being changed
• SOE-337: Stop question text being repeated in open series grids
• SOE-344: Question text lost in multi language survey when routing added
• SOE-345: Paste text only when copying from Word
• SD-510: Prevent crash with quotas containing a weight
• SD-511: Fix Done and Cancel buttons on data import (for when quotas are present)
• SD-512: Recompile group variables based on a range of variables when new variables present in the range
• SD-516: Variables with an initial value cannot be used in a db import
• SD-517: Rim weights not rebuilding correctly

Build 1.0.0.1301

Release date: 24^th August 2023

Features

• SOL-4888: Ability to create and save analyses via browser
• SOL-4618: Add report label to clickable link for each report
• JS-175: Random question order enhancements

Fixes

• SOL-4947: Report title potentially incorrect when run within Snap XMP Online
• SOL-4948: Handle large amounts of AttachIt data for downloading
• SOL_4953: Error when exporting large amount of CSV data
• SOL-4954: id.name lost on Close using the Legacy interviewer
• SOL-4967: Improve layout of password rules
• JS-132: Reduce flicker when questions transition in due to routing
• JS-235: Reduce size of published output
• JS-272: Set forward ordering to start on random code
• JS-274: Improve accessibility publish
• SOE-257: Improve grid re-arranging
• SOE-314: Fix 10 code semantic scale layout issue
• SOE-330: Allow all characters for hyperlink text
• SOE-333: Handle Greek characters correctly

Build 1.0.0.1292

Release date: 2nd June 2023

Features

• SOL-4742: Merge shared area into main survey tree view

Fixes

• SOL-4283: Redirect to log in page when log in times out on Analyze tab
• SOL-4752: Add option to be able to keep partials for quota/screen out
• SOL-4868: Option to keep partials when quota full hit working with JSI
• SOL-4887: Password Reset link generated by Admin does not work
• SOL-4890: Add username to reset password email text
• SOL-4894: Quota performance improvements when under high load
• SOL-4909/4915: improve performance of New survey dialog and Sync
• SOL-4910: Summary dashboard reports no pdf when not required
• SOL-4914: allow seeding on group survey landing page
• JS-18: variable response properties not working in open series literals
• JS-56: calculated values to show number of dps specified
• JS-73: improve performance of surveys with large amounts of code masking
• JS-208: alignment issues with compound grids when hiding/unhiding parts
• JS-209: inline attachIt option not showing as expected
• JS-246: Drag and drop rank allowed respondent to select more options than designed
• JS-241: alpha ordering not applied to inline questions

Build 1.0.0.1288

Release date: 4^th April 2023

Fixes

• SOL-4921: Anonymous SMTP fails when server supports authentication
• SOL-4928: Remove refs to OPTIMIZE_FOR_SEQUENTIAL_KEY as not supported on less than SQL 2019

Build 1.0.0.1284

Release date: 3rd January 2023

Features

• SOI Quotas now available with this release of SOL
• SOL-4809/4819/4845: Connectors (This is the updatesurvey.asp replacement)
• SOL-4701 – Update colors to improve accessibility in the user interface
• SOL-4752 – Allow Researcher to optionally keep partials for quota-ed or screen-ed out survey
• SOL-4757 – Add ability to configure CSP and X-SSS to main Snap XMP Online site
• SOL-4764 – Browser tab for screenout to be labelled Screen out
• SOL-4820 – Allow multiple accounts to trust the same browser
• SOL-4838 – Allow admin to reset trusted devices for a user
• SOL-4852 – Add MFA usage to audit trail
• SOL-4856 – Add in Payment Ref to a licence so on import the payment ref can be set AND limit the number of times a link can be used
• SOE-176 – Inline spell checker alert (Chrome, Edge)
• SOE-292 – Handle Compound Grids added via Snap XMP Desktop

Fixes

• SOL-4488 – Validation added to text entry in Admin areas
• SOL-4573 – Keep responses when flipping between Standard and Plain versions (w3c)
• SOL-4656 – Group questionnaire: second import disables invites on participant where a subject has changed or been added (and possibly deleted)
• SOL-4697 – Some characters (e.g. new line) in quota full message cause problems with JSI
• SOL-4765 – Fail to process some emails returned to Snap XMP Online
• SOL-4774 – Update AttachIt including old JQuery dependency (requires Snap XMP Desktop 12.12)
• SOL-4812 – MFA UX issues
• SOL-4813 – Print button not working if custom domain and JSI
• SOL-4832 – Consistent participant status between legacy and JSI
• SOL-4834 – Participant import, delete option can fail when seeding incorrect
• SOL-4837 – Remove trusted device list and do not require user to specify one
• SOL-4842 – Improve look of MFA code dialog when errors show
• SOL-4853 – Maintain JSI zip after each download for next attempt
• SOL-4854 – Audit record for closed partials incorrect if > 50 partials being closed
• SOL-4855 – Read Email job always reporting 0 emails processed (SOL 1260 onwards only)
• JS-155 – Print button not working on single page questionnaires
• JS-208 – Spacing issue if ‘Space before’ used with Compound grid and routing
• JS-219 – Seeded with hidden language editions can show wrong language
• JS-220 – Missing response data in partial when drop down style used
• JS-222 – Carousels with large amounts of question text overlap boxes
• JS-224 – Masking in plain text version causes codes to not show
• JS-226 – Text box loses focus (requires double click)
• SOE-132 – Variable reference lost when new question added
• SOE-237 – Variable reference potentially causing corrupt survey on save
• SOE-279 – Survey fails to save due to routing

Build 1.0.0.1260

Release date: 20^th October 2022

Features

• JS-186: Inline questions
• SOL-4722: Multi Factor Authentication added
• SOL-4722: Password complexity setup via admin UI
• SOL-4756: Support for POP3/IMAP Office 365 Exchange Online OAUTH certificate-based authentication
• API: GetSurveyList and GetSurvey have a new property called ResponsesLastChanged that contains the timestamp showing when the responses were last changed.

Fixes

• SOL-4550: Share context not used for determining code list in filter/context
• SOL-4590: Optional for questionnaire SNIF is stored in the database
• SOL-4616: Pending activation list is limited to showing 10 accounts
• SOL-4634: Some characters can cause problem with export of data to Excel
• SOL-4664: Identify survey in bounce back email
• SOL-4724: Admin edit of account can lose some account data
• SOL-4746: SMTP 500 errors don’t need to be tried again
• SOL-4750: Switching to text only version turns partials off
• SOL-4770: Double quotes in filter expression fails
• SOL-4771: IMAP connection not secure
• SOL-4772: SNIF extraction on demand for Online Editor
• SOL-4780: Stop Admin browsing affecting user’s ‘Recent list’
• SOL-4785: Webpage on submit causes pop up if custom domain
• SOL-4787: Dashboard Summary report doesn’t work for a shared user
• JS-131: ‘use steps’ option for sliders respected
• JS-152: Carousel grid not always showing code labels
• JS-166: Compound grids
• JS-176: Preserve random order of codes on Save
• JS-182: Initial value shows up as answered twice in partial
• JS-185: Carousel grid changes for right to left languages
• JS-189: Updated version of jQuery
• JS-197: Multi choice drag and drop grid fixes
• SOE-142: Preview of drop downs fixes
• SOE-242: Preview of Data picker fixes
• SOE-293: Preview option removed from Editor

Build 1.0.0.1205

Release date: 16^th May 2022

Features

• SOL-4347: reCAPTCHA can be added to reset the password and account creation pages. Configuration is required in machinespecific.config (FMSMVC)

Fixes

• SOL-4729: Stop storing the ‘Data’ in the Responses table if the source is Snap XMPDesktop
• SOL-4738: Invites stopped incorrectly on a survey when too many concurrent connections
• SOL-4379: SMTP connections not always disposed of as soon as can be
• SOL-4740: Close partials job can block other jobs when large numbers of partials to close
• JS-8: Rating check with routing on grid doesn’t allow the grid questions to be answered. (This requires the latest Interviewer and Snap XMP Desktop updates for complete release)
• JS-49: Resume partial to start on page in error (if necessary)

Build 1.0.0.1171

Release date: 7^th February 2022

Features

• SOE-254: Support for Sliders added
• SOL-4565: Support for multi response context values
• SOL-4618: Report title shown as tool tip
• SOL-4677: Support for new (beta) interviewer in Qwizards online

Fixes

• JS-22: No read only calculated source can show as 0
• JS-138: Fix for multi line AttachIt question
• JS-143: Customisation possible of error message for Valid property
• JS-144: Auto answer on masked question set incorrectly
• JS-145: Too many decimal places sometimes displayed on derived variable
• JS-146: Error in calculation following variable with Max responses property set
• JS-151: Initial value set to an exclusive code could be removed when using Back button
• JS-153: Grids in Safari browser sometimes failed to display
• SOL-4315: Email alerts with AttachIt attachments now handled correctly
• SOL-4526: Error shown to user when no valid licence on cloning
• SOL-4550: Share context not applied for determining code list for filters/contexts 
• SOL-4568: Reset participant invite status after email address corrected
• SOL-4588: Revise ordering of seeding screen on Participant import
• SOL-4596: RGB colours converted to RGBA on save in email invite
• SOL-4622: Adding or editing a subject on a Group questionnaire within Snap XMP Online would break seeding for the first subject
• SOL-4623: Web page on submit seeding not handled correctly
• SOL-4666: Improve performance of email reader and enhance error logging
• SOL-4684: Change wording of invite schedule when invites are disabled
• SOL-4685: Better display of survey status messages on mobile devices
• SOL-4690: Fix for Restart button not working
• SOL-4698: Mailing status added to top line
• SOL-4710: Partials not working as expected for Group questionnaire

Build 1.0.0.1104

Release date: 4^th October 2021

Features

• SOL-4389: API v1 (permission based so needs to be enabled for each account)
• SOL-4542: New button added to allow userAdmin to generate a reset Password link manually
• SOL-4553: Separate licence defaults for when Admin creates account
• SOL-4585: Option to update survey licences when template licence updated
• SOL-4608: Quotas
• SOL-4648: Include created time in Participant export
• JS-94: Image map accessibility enhancements JS-108: Slider bar accessibility enhancements

Fixes

• SOL-4072: Set default session timeout to be 59 mins
• SOL-4331: Handle surveys with only paper editions
• SOL-4491: More helpful error message when creating an account that’s been deleted or purged
• SOL-4492: Social media links added to Collect page
• SOL-4494: QR code to use custom URL
• SOL-4538: Stop using iFrame unless its custom domain
• SOL-4539: Set custom URL token to original value if you clear it
• SOL-4545: Survey name can contain invalid characters when you clone a survey
• SOL-4549: Make choosing worksheet number more obvious in Participant upload dialog
• SOL-4555: Use account’s Full name when no Email from name set for invitations
• SOL-4558: Participant import performance improvements
• SOL-4575: Add option to disable checks in mailer for certificate revocation
• SOL-4577: Handle id.name variable rename
• SOL-4579: Sort order added for Group questionnaire list as seen by Participant
• SOL-4601: Trim leading and trailing spaces from ‘subject’ for group questionnaires
• SOL-4612: Logged in survey completion rate incorrect
• SOL-4617: Participants cannot be added via UI
• SOL-4629: More validation required on email address when sharing (plus trim spaces)
• SOL-4654: Crash adding a new participant to an invite only survey
• SOE-145: Drop downs now working in Editor preview
• SOE-165: Code ordering now working on Editor preview 
• SOE-208: More…dialog cut off
• SOE-222: Placeholder text would sometimes remain in Firefox
• SOE_225: Footnote in wrong position when masking is on
• SOE-246: Grid of open ended quantity questions incorrect size
• JS-20: Closing the attachIt dialog would show an error in IE11 
• JS-20: Native data pickers in SOI
• JS-39/SOE-216: Alpha ordering with mask and other question problem
• JS_90: Footnote appears in wrong place when mask also applied to the variable
• JS-91: Routing not working when variable in error state
• JS-92: Start date/time incorrect
• JS-95: Wrong format for dates in initial/seeded values
• JS-113: Error message not visible when question overflows viewport
• JS-119: Long initial values could cause crash
• JS-120: Build preview does not reload on browser refresh
• JS-124: Grid of notes would crash
• JS-123: Cater for seeding/ restoring values when initial value

Build 1.0.0.1065

Release date: 21st June 2021

Features

• Survey response profile graphs added
• SOL-4562: Delete mode added to Upload Participants 
• SOE-122: Rating check feature added to Online Editor
• JSI-32:Support for partials

Fixes

• SOL-4558: Participant import re-write adjustments – batch up within SQL to improve performance / only allow 1 update from Desktop at a time
• SOL-4560: Warn user the schedule will be cleared if they manually stop a survey
• SOL-4578: Error shown when survey with custom login page paused
• SOL-4591: Allow participant reminder to have an interval set to 0
• SOL-4598: Participant wizard can time out when uploading a large spreadsheet
• SOL-4550: Share context not used for determining code list in filters/contexts in Analyze
• SOL-4555: use account’s Full name when no Email from name set for invitations
• SOL-4559: Participant overview ‘started’ and ‘completion rates’ inaccurate for group survey
• SOL-4554: Group Questionnaires don’t work when there is an apostrophe in the subject
• SOL-4534: Adding a / or : in Subject line of an email results in error
• SOE-217: Mutually exclusive option doesn’t show
• SOE-224:  Editor preview doesn’t show initial values
• SOE-229: Grid questions have code exclude lists set up on 2nd, 3rd etc row
• SOE-234: grid attributes text overlaps content
• SOE-235: Page breaks not handled correctly in Editor preview
• SOE-169: Auto renumber option not respected in Editor
• JS-8: Added option to unselect option for Rating Check
• JS-31: Support for Restart button in SOI
• JS-45: Prevent double submit from occurring
• JS-109: Support for Close button in SOI
• JS-20: data pickers not working
• JS-38: Handling for read only variables
• JS-107: Id.completed not set on submit
• JS-83: All paradata handling

Build 1.0.0.999

Release date: 7^th December 2020

Features

• SOL-4479: Allow surveys created from Survey templates to be sync’d between Snap XMP Desktop and Snap XMP Online
• SOL-4506: Customisable options available when exporting data from Snap XMP Online

Fixes

• SOL-4331: Handle surveys with only paper editions
• SOL-4420: Entering HTML in text fields can crash dialog or page
• SOL-4470: Build tab tooltip restyled to make it easier to read and not overlap
• SOL-4507: Filter issue when Survey set to US date format
• SOL-4510: Handle email bounce backs
• SOL-4511: Filter Participant by status displays empty list
• SOL-4520: Survey mailing stopped on failure to send 1 invite
• SOE-123: Text substitution not working in Editor Preview
• SOE-189: Add a footnote to a Single and it disappears after a reload
• SOE-205: Open ended questions only accept 1 character in Build | Preview 
• SOE-209: Setting the Initial value for a literal can throw up an error or cause the survey to not save
• SOE-221: Hard to set a semantic scale to have 10 codes
• JS-96: Footnotes on grids fixed

The post On-Premises Snap XMP Online release notes appeared first on SnapSurveys.

In your questionnaire you can choose when it is necessary to show a question depending on which answers the respondent has selected. This is called Routing.

Ask this question if

In the example questionnaire, there are two questions, Q5 and Q6, where the second question should only be asked if the respondent selects Yes in the first question.

Here, Q5 asks the respondent whether they would like further information. They can choose to answer Yes or No. If they answer Yes, then Q6 is displayed, and asks which information they would like to receive, otherwise the respondent skips Q6.

This can be done by setting routing on Q6.

1. From the Routing menu select the icon on the Ask this question if item.
2. This shows the Manage pre-condition routing dialog where you can enter the routing expression.
3. Click on routing expression… in the text box and type Q5=1. This routing rule means that Q6 will be shown if Q5 has the first value selected. In this case, when Yes is selected. Further details on routing rules can be found in Routing rules expressions.

4. Set the scope to Apply to this Q only. The scope sets whether the routing expressions are applied to each question or to all questions. When a respondent selects Yes in Q5 then Q6 will be asked.
5. Click OK.
6. The routing information is shown in the Routing side menu.

Routing on Other response

Question 6 is a Multi choice question with the last answer as “Other”. The Other response text box should only be displayed when the answer Other is selected.

1. From the Routing menu select the icon on the Ask this question if… item.
2. This opens a Manage pre-condition routing dialog where you can enter the routing expression.
3. Q6a is the question number for the Other response section of question 6. Click on the Q6a expression text box and type Q6=5. This routing rule says that Q6a is only shown when the fifth value in Q6 is selected. In this case, when Other is selected. Further details on routing rules can be found in Routing rules expressions.

4. Click OK to save the routing.
5. The routing information is shown in the Routing side menu. The routing for both Q6 and Q6a are shown.

Adding Validation

You can validate the maximum length of a free format text question, such as an Open Ended or Other Response question. The maximum length can be changed using the Validation & Masking menu.

1. Click in a free format text area, such as an Open Ended, Open Series or Other Response question.
2. Select Validation & Masking in the Build side menu.
3. In the Validation section, click in the Max length text box and set it to the maximum length.

Changing the look of the questionnaire

The Questionnaire properties are found in the Build side menu. Selecting this shows the list of properties that can be changed. The settings from the Default Template are shown here.

The Interview Title is the heading displayed when interviewing and on the analysis reports. You can change this to something relevant for your survey.

1. Click on the Interview Title text box
2. Select the text and type “Events Feedback Survey”.

The post Adding survey logic appeared first on SnapSurveys.

You can create a new folder in the Summary section of Your work.

1. Navigate to the Summary section in Your work.
2. Click the New folder button to create a new folder.

3. This shows the New folder dialog box where you can type the folder name.
4. Click the Create folder button.

5. This adds the new folder to the folder hierarchy in the Your work side menu and displays the new folder’s Summary section.

Adding a new survey

A new survey is created in Your work or an existing folder. Although you can create your survey in Your work it may be easier to manage your surveys if they are in an easily identifiable folder. You can move the survey to another folder using drag and drop in the Your work side menu.

1. Select the folder where you want to create the new survey. In this example, that’s the new folder called Conference surveys.
2. Click on the New Survey button in the Summary page.

This shows a list of one or more survey templates to choose from.

Selecting a survey template

The survey template creates an initial layout for your questionnaire. This can include questions, formatting and your organisation’s branding.

Snap XMP comes with a number of pre-defined survey templates. You may also see other survey templates that are specific to your organisation.

1. Select the Blank Template supplied with Snap.

2. Click Next.
3. In Survey name, enter a name for the new survey.

4. Click the Create survey button. This creates the survey and opens it in the Build section ready to start building your questionnaire.

The post Setting up a new survey appeared first on SnapSurveys.

You should test all aspects of your questionnaire.

• Check the format of each question. For example, the font and text colour.
• Test the question response for every question. For example, if you have set up a question that allows more than one answer check that you can enter multiple answers. If you have a question that requires a single answer, check that you cannot enter multiple answers.
• Test the routing of the questionnaire to make sure that the correct questions are displayed according to the responses given. For example, check that the Other response text box is displayed when the associated choice is selected in a Multiple Choice question.
• Test the validation. For example, check that the correct number of characters can be entered.
• Test the patterns. For example, check that a valid email address can be entered when the question’s pattern is set to email address and an invalid one cannot.

If you make any changes to the questionnaire, you should repeat the testing process.

First, the questionnaire has to be published in Snap XMP Online.

Publishing your survey for the first time

Your questionnaire is now ready for publishing. The publishing process creates web pages that run a survey in a web browser. When the Collect tab is selected the Overview is shown by default. This shows the status of the survey and is where you publish the survey.

1. Click the Collect tab and go to the Overview section.
2. Click the Publish current version button to publish your survey.

3. You will be asked to confirm that you want to publish. Click OK to publish the survey.

When you have published your survey the Overview now displays further information with sections for

• Overview displays the current survey status.
• Paper Interviews contains a PDF download.
• Web Interviews shows the details for online interviewing.

Publishing an updated version of your survey

Sometimes you will need to change a questionnaire after it has been published. The updated questionnaire needs to be republished to ensure that the respondents are completing the latest version.

1. From the Collect section navigate to the Settings side menu.
2. In the Overview heading a warning message is shown when the questionnaire has been changed after it was last published. This means that the latest questionnaire is not the same as the published questionnaire that the respondents are currently completing.

3. Interviewing needs to be paused before the survey can be published with the latest questionnaire. Click Pause interviewing.
4. The interviewing is now paused, and you can see the Publish current version button. Click on the Publish current version button to publish the latest version of the questionnaire.
5. After you have published your survey’s latest version the message indicates that the most recent version of the survey is being used for interviewing. Click Resume interviewing to restart the interview process.

Previewing the published survey

Previewing the published questionnaire allows you to check how the questionnaire appears in the web browser, enter a number of test responses and try out the routing and validation. These test responses will not be saved or affect the survey data responses.

You can test the published survey

• prior to starting interviewing
• after interviewing has started when the survey is live

1. From the Collect section navigate to the Settings side menu.
2. Scroll down to the Web Interviews heading, if necessary.
3. Click the Launch preview button. This opens the questionnaire in a new web browser tab.
4. This starts with a notice that this is a survey preview and responses entered in the preview will not be saved and will not affect the survey results.
5. Click the message” I understand – start the preview” to proceed.
6. The preview starts the currently published questionnaire, and you can enter some test responses to check your questionnaire.
7. If you need to make any changes, you can update the questionnaire and publish it again.

The post Publishing your completed questionnaire appeared first on SnapSurveys.

A questionnaire normally starts with a heading explaining the questionnaire’s purpose. The title can contain text and a logo or other image.

1. To set the title text click in the Title text box.

2. Enter the title of your questionnaire.

Inserting a Logo in the Title

Often a questionnaire heading includes branding. This can be a logo or other image that is displayed by itself or with a title. In this example, the Snap Surveys logo is used.

1. Click the Insert an Image button on the Format toolbar.

2. The Image Browser dialog opens.
3. Each image can be provided with a description in the Alt/Title text.  This is used as the tool tip, when the respondent is unable to see the image and is also used by voice readers active on the browser. This example shows the description as In-Crowd Conference team.

4. Click the Choose an image button to select an image.
5. The Select an image to insert dialog shows the available images. If your image is not shown, use the Choose file button to find and select the image.
6. Select the image you would like to insert and click OK. This takes you back to the Image Browser where you can click OK again. The selected image is inserted into the Title text as shown.

Adding a Sub Title

The sub title usually contains text that provides more information about the questionnaire.

1. Select the Sub title question from the Titles and instructions section of the Insert question menu.

2. Insert a Sub title question into the questionnaire.

3. Click in the Sub Title text and enter your text

Adding a Single Choice question

Next, add a Single choice question where the respondent can select a Yes or No answer.

1. Select the Single Choice question from the Single choice questions section of the Insert question menu.

2. Insert a Single Choice question into the questionnaire.
3. Set the number of Choices to 2 as the question has two answers.
4. This question is going to be displayed vertically so the number of Columns remains at 1.

5. Enter the Single Choice question text “Would you like to receive further information on any of today’s workshops?”
6. Click in each Option Text and add the desired text.

From this you can ask a following question, such as asking how often the respondent attends an event like this.

Adding a Multiple choice question

A Multiple Choice question is similar to a Single Choice question, as it contains answers with radio or check boxes, but the respondent can respond with multiple answers.

1. Select the Multi Choice question from the Multiple choice questions section of the Insert question menu.

2. Insert a Multi Choice question into the questionnaire.
3. Set the number of Choices to 5 as the question has five answers.
4. This question is going to be displayed vertically so the number of Columns remains at 1.

5. Click in the Multi Choice question text and enter “Please select the workshops you are interested in.”
6. Click in each Option Text and add the desired text.

Show other response

When you are creating a list of items it is likely the list will not be exhaustive. This is where creating an answer of “Other” can help. This lets you collect further information from the respondent.

In our example, the last answer in the Multi choice question is “Other”. You can show an Open ended question where the respondent can enter free format text giving further details.

1. Click More on the Question toolbar to open the menu.

2. Click Show other response.
3. This inserts an Open ended question below with a label and a free format text input box. In our example, the label is entered as “If other, please specify.”

Adding Instructions

An Instruction is text providing guidelines to a respondent on how to complete a section of the questionnaire. An Instruction can appear anywhere in the questionnaire.

1. Select the Instruction question from the Titles and instructions section of the Insert question menu.

2. Insert an Instruction question into the questionnaire.
3. Click in the Instruction text and enter your instruction.

Adding a Grid Question

A Grid question consists of one or more rows of single or multiple response questions, each with one or more columns of answers, set up in a grid format. Grid questions are often used to ask respondents their attitude towards different aspects of an item using the same set of replies.

In our example, the questionnaire will ask the respondents to rate three aspects of the conference from very good to very poor.

1. Select the Grid question from the Single choice questions section of the Insert question menu.

2. Insert a Grid question into the questionnaire.

3. There are three aspects to rate in this question so set the number of Rows to 3.
4. There will be five ratings to choose from so set the Choices to 5.
5. You can change the Text width or Answer width to style the grid.

6. Click in each text area and add the desired wording.

Adding an Open ended text question

An open ended text input question allows respondents to enter answers in free format text.

In the questionnaire, add a question where comments about improvements to the event can be given.

1. Select the Open Ended question from the Text Input questions section of the Insert question menu.

2. Insert an Open Ended question into the questionnaire.
3. Set the Input rows to 3 to increase the question’s response area to three lines.
4. Click in the Open Ended question text area and enter your question text.

Adding a Semantic Scale

Often in a questionnaire you would like to ask respondents how they rate a particular feature, product or service. Using a Semantic Scale question style is one way to provide a rating scale.

In our example, the question asks people who have attended the conference how likely they would be to encourage other people to attend the event.

1. Select the Semantic Scale question from the Single choice questions section of the Insert question menu.

2. Insert a Semantic Scale question into the questionnaire.

3. There is one aspect to rate in this question so set the number of Rows to 1.
4. There will be eleven ratings to choose from so set the Options to 11.

5. Click in each text area and add the desired wording.

Adding Demographic Questions

Including demographic details in a questionnaire can be important when analysing the response data later in the survey process. The following questions ask the respondents for some details about themselves.

1. First, insert an Instruction question with the text, “Tell us about yourself”

2. Next, insert a Single Choice question with three answers by setting Choices to 3 and entering the question and answer text as shown below.

3. Then insert another Single Choice question, with four answers, to ask about age range. Set the Choices to 4 and enter the question and answer text as shown below.

4. Finally, insert an Open Ended question asking for an email address. The Input width has been set to 30% to reduce the size of the text entry box. Enter the Open Ended question text as shown.

Setting a Pattern

You can set a pattern on Open Ended and Open Series questions. This helps the respondent enter text in the correct format.

For example, when a question requires a valid email address, you can set an email address pattern. When your respondent enters text this is compared with the email address pattern and an error message is shown if it is not the correct format.

1. The pattern defaults to literal and the Pattern can be selected from the Question toolbar.

2. Click on the Pattern drop down to show a list of available patterns.

3. Select the email address pattern.

Final Thank you message in your questionnaire

Finally, add some text at the end to thank people for completing the questionnaire.

1. Select the Sub Title question from the Titles and instructions section of the Insert question menu.

2. Insert a Sub Title question into the questionnaire.
3. Click in the Sub Title text area and enter your instruction. 

Adding a Page Break

Page Breaks are used to separate the questions on to different pages. You can use them to group like questions on a page. Your questionnaire may change depending on the answers the respondent selects and you can put dependent questions on different pages.

You can insert a Page break in the same way as other questions by either double click or drag and drop.

Use your preferred method to insert the page break. The example shows a page break between the subtitle and Q1.

Saving your questionnaire

At this stage you will want to save your questionnaire. The Save button is located on the Online Designer menu. The Save button text is shown in red when there are changes to save.

1. Click the Save button to save your survey and questionnaire.
2. You will receive a confirmation message saying “Survey saved. Save was successful”.
3. The Save button then becomes greyed out.

Previewing your questionnaire

You can check how your questions look by using the preview option. The Preview button is located on the Online Designer menu.

1. Click the Preview button to launch the preview function.
2. The questionnaire preview opens in a separate browser tab.
3. Use the Next button to progress through the questionnaire.
4. Check each question looks the way you would like it to.
5. If your question doesn’t look the way you would like then you can go back to the Online Designer to make changes.

The post Building the questionnaire appeared first on SnapSurveys.

If you cannot see the Snap XMP Online banner, you may be in the full screen view. Click to toggle to the normal view.

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If you cannot see the Help option, you may be in the full screen view. Click to toggle to the normal view.

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After you log out you will be taken back to the Log in page.

If you cannot see the Log out option, you may be in the full screen view. Click to toggle to the normal view.

The timeout period in Snap XMP Online is set to 20 minutes. If there is no activity on your account for this length of time you will automatically be logged out. If you are on a shared computer your account can be accessed during this timeout period if you do not log out.

The post Logging out appeared first on SnapSurveys.

When you log in to Snap XMP Online for the first time Your work will be empty.

Snap XMP Online is split into two sections

• a side menu that changes view depending on the current item selected
• an overview area where you can edit your work

Selecting Your work or any folder displays the Summary tab, where there are two actions available.

Four side menu items are available; three are always shown and one is optional.

Side Menu item	Description
	An overview of the surveys, folders and templates that you own. Select a folder, survey or template name to show the contents in the Summary page.
	Lists the recent surveys or templates that you have worked with in date order with the most recent at the top. You can click on a link to take you to that item’s Summary page.
	This contains two items, Summary and Audit Log. Summary shows your account details and is where you can change your password and edit your details. The Audit Log contains a time stamped log of your account activity, showing the most recent activity first.
	Shows a list of those resources that another user has shared with you. This will only be shown when you have some shared resources.

Folder Summary

When folders, surveys and survey templates have been added to Your work it will look similar to the screenshot below. This example shows a top level folder, called Demo folder that contains one survey, called Conference survey.

When Demo folder is selected in the Your work side menu, the Summary tab shows a list of the folder’s contents. In this example, the Conference survey is listed.

Icon	Column	Description
	Name	The name given to the survey, folder or template.
	Properties	The properties of the folder, survey or template. For a folder this shows a count of number of folders, surveys and templates in that folder. For a survey this shows the interviewing status and the number of responses. A template has the property Questionnaire template.
	Delete	Clicking on the bin icon will delete the selected folder, survey or template. You will be asked to confirm that you want to delete the folder, survey or template.

Survey summary

Selecting a survey in Your work displays the Summary page, which contains an overview of the survey.

There are three actions on the Summary page.

Full Screen View

The Snap XMP Online pages are maximized using the  button. This feature gives you a larger area to work with your surveys.

Click to toggle between the normal view and the full screen view. The normal view shows the Snap Surveys banner across the top of the web page.

You can show or hide the side menu by clicking on the arrow in the vertical separator at the left hand side of the overview area.

The post Viewing Your work appeared first on SnapSurveys.

 You will need

• The Snap XMP Online web address. This is supplied by Snap Surveys or your own system administrator, depending on whether you are using Snap Surveys servers or your organisation’s on-premises server.
• An email address that you are going to use to log in to Snap XMP Online.
• Your password. When you are logging on for the first time, this may be a temporary password provided by Snap Surveys or your own system administrator.

Once you have all the information you need, follow these instructions to log in.

1. Open a web browser and enter the Snap XMP Online web address. You will see a Log in to Snap XMP Online dialog as shown.

2. Enter your email address and password then click the Log in button.

This will take you into Snap XMP Online.

When you log in for the first time we recommend that you change your password.

Once you have successfully logged in to Snap XMP Online, the first page shown is the Your work summary where you can view Your work.

When you have finished working you will want to log out.

The post Logging in appeared first on SnapSurveys.

There are four stages in Snap XMP Online that guide you through the process of managing your survey.

Your Work

This is the first stage that you see in Snap XMP Online, where you can

• use online surveys created in Snap XMP Desktop and synchronise updates between Snap XMP Desktop and XMP Snap Online
• start creating your new survey using pre-built survey templates
• edit existing surveys
• add folders to organize your surveys
• share your surveys and folders with other people
• see surveys that are shared with you

Build

Once you have created a survey the next step is to build your questionnaire. This is done in the Online Designer, where you are able to

• insert different types of questions
• apply routing to show or skip questions when necessary
• add validation to make sure the correct data format is entered
• apply masking to show or hide answers based on preceding questions
• format the way your questionnaire will look
• test your questionnaire using the preview facility

Collect

When you have your questionnaire ready to send out to participants, you can move on to the Collect section. Here you are able to

• prepare to start the interview process by publishing your questionnaire
• customize the survey URL link for web based questionnaires
• view and manage participant lists
• download a PDF file to print paper copies of the questionnaire
• manage your responses

Analyze

Once you start collecting the response data, the Analyze feature enables you to

• analyze your results
• apply filters and contexts
• run reports
• run tables and charts that have already been created in Snap XMP Desktop

The post What Snap XMP Online does appeared first on SnapSurveys.