IBM SPSS Data Collection, SPSS Data Collection Server 6.0.1 Installation Manual

i

IBM SPSS Data Collection Server 6.0.1 Installation Guide

Note: Before using this information and the product it supports, read the general information under Notices on p. 164.

This edition applies to IBM SPSS Data Collection Server 6.0.1 and to all subsequent releases and modiﬁcations until otherwise indicated in new editions.

Adobe product screenshot(s) reprinted with permission from Adobe Systems Incorporated.

Microsoft product screenshot(s) reprinted with permission from Microsoft Corporation.

Licensed Materials - Property of IBM

Licensed Materials - Property of IBM © Copyright IBM Corporation 2000, 2011

U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Welcome to the IBMSPSSDataCollectionServer6.0.1InstallationGuide. This guide provides information on installing IBM SPSS Data Collection Server 6.0.1 products (x86 32-bit and x64 64-bit editions). For information about using the products, refer to the appropriate application user guide.

Adobe Portable Document Format (.pdf) versions of the guides are available on the IBM SPSS Data Collection Server 6.0.1 DVD-ROM. Viewing and printing the documents requires Adobe Reader. If necessary, you can download it at no cost from www.adobe.com. Use the Adobe Reader online Help for answers to your questions regarding viewing and navigating the documents.

Notice: IBM® SPSS® Data Collection offers many powerful functions and features for use in the business of our customers. IBM is not responsible for determining the requirements of laws applicable to any licensee’s business, including those relating to Data Collection Program, nor that IBM’s provision of (or any licensee’s receipt of) the Program meets the requirements of such laws. All licensees shall comply with all laws applicable to use and access of the Program, whether such use or access is standalone or in conjunction with any third party product or service.

About IBM Business Analytics

IBM Business Analytics software delivers complete, consistent and accurate information that decision-makers trust to improve business performance. A comprehensive portfolio of business

intelligence, predictive analytics, ﬁnancial performance and strategy management,andanalytic applications provides clear, immediate and actionable insights into current performance and the

ability to predict future outcomes. Combined with rich industry solutions, proven practices and professional services, organizations of every size can drive the highest productivity, conﬁdently automate decisions and deliver better results.

Preface

As part of this portfolio, IBM SPSS Predictive Analytics software helps organizations predict future events and proactively act upon that insight to drive better business outcomes. Commercial, government and academic customers worldwide rely on IBM SPSS technology as a competitive advantage in attracting, retaining and growing customers, while reducing fraud and mitigating risk. By incorporating IBM SPSS software into their daily operations, organizations become predictive enterprises – able to direct and automate decisions to meet business goals and achieve measurable competitive advantage. For further information or to reach a representative visit

http://www.ibm.com/spss.

Technical support

Technical support is available to maintenance c ustomers. Customers may contact Technical Support for assistance in using IBM Corp. products or for installation help for one of the supported hardware environments. To reach Technical Support, see the IBM Corp. web site at http://www.ibm.com/support. Be prepared to identify yourself, your organization, and your support agreement when requesting assistance.

Licensed Materials - Property of IBM © Copyright IBM Corporation 2000, 2011

iii

Contents

1 IBM SPSS Data Collection Server 6.0.1 Installation

Instructions 1

IBM SPSS Data C ollec tion Server 6.0.1 Installation Instructions and configura tion notes . . . . . . . 1

Beforeyoustart........................................................... 1

What you need to run the IBM SPSS Data Collection Server 6.0.1 applications. . . . . . . . . . . . 2

2 Installing required software 8

Required soft

Installing Mi

Installing Microsoft Data Access Components 2.8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Installing Microsoft Internet Explorer 8 or above or Firefox 3.x or above . . . . . . . . . . . . . . . . . 10

Installing In

Installing Microsoft SQ L Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Installing Microsoft Office Web Components (OWC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing Mic

3 IBM SPSS Data C

warechecklist..................................................... 8

crosoft.NETFramework3.5SP1..................................... 9

ternetInformationServices.........................................11

rosoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit) . . . . . . 15

ollection Interviewer Server installation

information 16

Installationchecklist...........................................................16

IBM SPSS Data Collection Interviewer Server system configurations . . . . . . . . . . . . . . . . . . . . . . 19

Installationsusingdiskimagingorterminalservices................................... 20

Installationsontoadomaincontroller..............................................20

Installing from a downloaded file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Supportedvirtualizationenvironments ............................................. 21

Supportedupgradepaths.......................................................21

Dialercertification............................................................22

Pre-installation checklist for the IBM SPSS Data Collec tion Interviewer Server installation

procedure...................................................................24

Checking that Microsoft Internet Explorer 8 or above or Firefox 3.x or above is installed . . . . 24

Checking that machines in a cluster can communicate with each o the r . . . . . . . . . . . . . . . . . 25

CheckingthatDCOMisenabled...............................................25

CheckingthatSQLServerisrunningcorrectly.................................... 25

CheckingthatIISisrunningcorrectly ..........................................26

Creating the installing and running users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Creatingtheanonymousaccessuser ..........................................29

Licensed Materials - Property of IBM © Copyright IBM Corporation 2000, 2011

iv

CreatingtheIBMSPSSDataCollectionusergroup................................30

Givingeveryonefullpermissionson\InetPub\wwwroot.............................31

Preparing to run IBM SPSS Data Collection Interviewer Server through a firewall . . . . . . . . . 31

Backing up your system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Installationprocedures......................................................... 33

Installationflowchart..........................................................35

Singlemachineinstallation......................................................37

Clusterinstallation............................................................55

Creatingthesitepreparationfileandfolder......................................56

Installing the IBM SPSS Data Collection Interviewer S erve r services on each m achine

namedinthesitepreparationfile.............................................. 63

Clusterinstallation......................................................... 55

Virtualdirectory,sessionengine,andWebserviceregistration.......................69

Post-installation checklist for IBM SPSS Data Collection Interviewer Server installation. . . . . . . . 71

AddingDCOMpermissionsforscriptwriterstoLogBckO2 ...........................73

EnablingchartsinthePhoneReportsactivity..................................... 73

Enablingpop-upsandfiledownloads...........................................74

Thingsyoumustdo........................................................ 75

Thingsyoumustdoiftheyarenotdoneautomatically.............................. 83

Optionaltasks............................................................85

Thingsyoumustdoonlocalmachines..........................................95

Installing IBM SPSS Data Collection Interviewer S erve r for off-line use . . . . . . . . . . . . . . . . . . . . 98

Improving stability when running IBM SPSS Data Collection Interviewer Server

Administrationoff-line..................................................... 100

4 IBM SPSS Data Collection Survey Tabulation, IBM SPSS Data

Collection Survey Reporter Server Edition, and IBM SPSS Data Collection Author Server Edition installation information 101

IBM SPSS Data Collection Survey Tabulation, IBM SPSS Data Collection Survey Reporter

Server Edition, and IBM SPSS Data Collection Author Server Edition installation overview . . . . . 101

Checklist for IBM SPSS Data C ollec tion Survey Tabula tion, IBM SPSS Data Collection

Survey Reporter Server E ditio n, and IBM SPSS Data Collection Author Server Edition

installation.............................................................. 102

IBM SPSS Data Collection Survey Tabulation, IBM SPSS Data Collection Survey Reporter

Server Edition, and IBM SPSS Data Collection Author Server Edition installation scenarios . 103

Installationsontoadomaincontroller ......................................... 104

Silentinstallation......................................................... 104

Creatingtheusersandtheusergroup......................................... 109

Ports for running IBM SPSS Data Collection Survey Tabulation, IBM SPS S Data Collection

Survey Reporter Server Edition, or IBM SPSS Data Collection Autho r Server Edition through

afirewall............................................................... 113

v

Installing IBM SPSS Data Collection S urvey Tabulation, IBM SPS S Data Collection Survey

Reporter Server Edition, or IBM SPSS Data Collection Author Server Edition . . . . . . . . . . . . 114

IBM SPSS Data Collection Survey Tabulation, IBM SPSS Data Collection Survey Reporter

Server Edition, and IBM SPSS Data Collection Author Server Edition post-installation tasks 119

5 Maintenance tasks 131

Maintenancechecklist........................................................ 131

Restartingallmachinesinacluster........................................... 131

Addinganewinterviewingservertoanexistingcluster............................ 131

Adding session engines to an IBM SPSS Data Collection Interviewer Server . . . . . . . . . . . . 133

Updating passwords for IBM SPSS Data Collection Interviewer Server components and

services................................................................ 135

DeletingortruncatingSQLlogfiles ........................................... 136

ChangingtheWebsiteport................................................. 136

ChanginginterviewingURLsandregistrationpasswords........................... 137

Recyclingapplicationpools................................................. 138

Updating the passwo rd for IBM SPSS Data Collection Survey Tabulation, IBM SPSS Data

Collection Survey Reporter Server Ed ition , and IBM SPSS Data Collectio n Author Server

Edition................................................................. 139

Runningthevariableeditsmigrationtool....................................... 140

6 Modification, repair, and removal 143

Modifying, re

Modifying an i

Repairinganinstallation ................................................... 144

RemovingIBMSPSSDataCollectionServerapplications .......................... 144

pairing,orremovingyourinstallation................................... 143

nstallation................................................... 143

7 Troubleshooting 146

TroubleshootingandFAQs ..................................................... 146

HowdoIchangetheoptionsinasitepreparationfile? ............................ 146

The folder in wh ich I created the site preparation file is not visible from the machines

namedinthesitepreparationfile. ............................................ 146

The installation program fails when I select a non-default web site installation location on a

64-bit system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

The installation program fails with the message ‘Error 1608: Unable to create InstallDriver

instance’............................................................... 147

HowdoIcreateaninstallationlogfile?........................................ 147

vi

I’ve installed a new application version and get errors when I try to select thing s from the

menusinIBMSPSSDataCollectionInterviewerServerAdministration................ 147

I can log in to IBM SPSS Data Collection Interviewer Server Administration if I en ter the

URL as //localhost/... but not if I enter the server’s name instead of localhost . . . . . . . . . . . . 148

How do I simultaneously login to separate IBM SPSS Da ta Collection Interviewer Server

Administration or IBM SPSS Data Collection Interviewer Server sessions as different users

inInternetExplorer? ...................................................... 148

Machines in the cluster can ping one another successfully but cannot see FMR oot . . . . . . . 148

Errorswhenattemptingtopingmachinesinacluster ............................. 148

I want to check that SQL Server is running on the Database server but I cannot see the

servernameinthelistofservers............................................. 149

The location of the Web Site folder containing SPSSMR has changed since IBM SPSS Data

CollectionServerapplicationswereinstalled.................................... 149

My site uses Microsoft ISA. Are there any changes I need to make in o rd er to run IBM

SPSSDataCollectionInterviewerServerAdministration?.......................... 151

I’m installing onto Windows XP, and the installation fails when I click Next

on the mrInterviewData IBM SPSS Data Collection Interviewer Server

AdministrationDatabaseSetuppage.......................................... 151

The installer says it can’t find SQL server running on the machine specified. . . . . . . . . . . . . 152

Checking that machines in a cluster can communicate with each o the r . . . . . . . . . . . . . . . . 152

After upgrading to a IBM SPSS Data Collection Server 6.0.1 cluster, custom instances that

were created for the purpose of load balancing are no longer present on the servers. . . . . . 153

Installing the export components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Enabling security acce ss for Microsoft Excel, Word, and PowerPoint exports . . . . . . . . . . . 154

I’m having problems running IBM SPSS Data Collection applications remotely on Windows

XP ................................................................... 155

I’m having prob lems logging into IBM SPSS Data Collection Interviewer Server

Administration or installing/running IBM SPSS Data Collection Survey Reporter Server

EditionorIBMSPSSDataCollectionAuthorServerEdition......................... 156

Users who log in with Windows user names cannot activate proje cts . . . . . . . . . . . . . . . . . 156

MysiteblocksaccesstoURLsthatreference.dllfiles............................. 156

IBM SPSS Data C ollection Server applications are not running properly in Internet Explorer

8.x.................................................................... 158

I receive the error message “Failed to load MDM Document: The network location cannot

bereached” ............................................................ 158

I receive a “Maximum Len gth Exceeded” error when populating numerous tables in IBM

SPSSDataCollectionSurveyTabulation ....................................... 158

The IBM SPSS Data Collection Interviewer Server Administration User Administration

activity does not work in a FIPS 140-2 enabled, Windows Server 2008 environment . . . . . . . 158

I’m unable to activate a project in a Windows Server 2008 cluster . . . . . . . . . . . . . . . . . . . . 159

I receive an error when attempting to activate a project th at contains certain non-English

characters.............................................................. 159

I’ve successfully licensed IBM SPSS Data Collection Dialer but cannot work with CATI

projectsinthePhoneParticipantsactivity...................................... 159

How do I view logs files from a previous IBM SPSS Data Collection Server installation? . . . 159

After installing the IBM SPSS Data Collection Developer Library, topics are missing from

the help system? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

vii

I’ve uninsta lled IBM SPSS Data Collection Interviewer Server bu t IBM SPSS Data

CollectionInterviewerServerAdministrationisstillthere .......................... 160

I’ve uninstalled IBM SPSS Data Collection Interviewer Server but can’t reinstall it. . . . . . . . 160

Appendix

A Notices 164

Index 167

viii

Chapter

1

IBM SPSS Data Collection Server 6.0.1 Installation Instructions

IBM SPSS Data Collection Server 6.0.1 Installation Instructions and configuration notes

These i nstructions are for installing IBM SPSS Data Collection Server 6.0.1(x86 32-bit and x64 64-bit editions), which includes the following products:

 IBM® SPSS® Data Collection Interviewer Server Administration

 IBM® SPSS® Data Collection Interviewer Server, including the Accessories, Interview, and

Web services and the IBM® SPSS® Data Collection Load Tool.

Note: The mrDtsRun accessory is only available in x86 32-bit installations. x64 64-bit DTS packages can only run in x86 32-bit mode.

 IBM® SPSS® Data Collection Phone Interviews

 IBM® SPSS® Data Collection Remote Administration

 IBM® SPSS® Data CollectionSurveyTabulation

 IBM® SPSS® Data Collection Author Server Edition and IBM® SPSS® Data Collection

Survey Reporter Server Edition (x86 32-bit only)

 IBM® SPSS® Data Collection Survey Reporter Developer Kit

Before you start

Before you attempt to install IBM SPSS Data Collection Server 6.0.1, take the time to read and understand these notes.

If you are upgrading from a previous version of Interviewer Server\mrInterview, Web Reports for Surveys\mrTables, or Reports for Surveys\Reporter, refer to Required software checklist,

What you need to run the IBM SPSS Data Collection Server 6 .0.1 applications,andSupported upgrade paths before you install the new version. This ensures that your system satisﬁes the

requirements for version 6.0.1.

Notes

 If you are currently using a version of Interviewer Server\mrInterview, Web Reports for

Surveys\mrTables, or Reports for Surveys\Reporter prior to version 5.5, the IBM SPSS Data Collection Server 6.0.1 installation procedure will prompt y ou to uninstall the earlier versions

Licensed Materials - Property of IBM © Copyright IBM Corporation 2000, 2011

1

2

Chapter 1

before installing IBM SPSS Data Collection Server 6.0.1. For more information, see the topic Supported upgrade paths in Chapter 3 on p. 21.

 You cannot upgrade the x86 32-bit editions of the IBM SPSS Data Collection Server

applications to the x64 64-bit edition of the IBM SPSS Data Collection Server applications. If you are currently using 32-bit IBM SPSS Data Collection Server applications, you must uninstall these applications prior to installing the 64-bit IBM SPSS Data Collection Server applications.

What you need to run the IBM SPSS Data Collection Server 6.0.1 applications

The minimum hardware and software requirements for IBM SPSS Data Collection Server 6.0.1 applications are as follows:

IBM SPSS Data Colle ction Interviewer Server

Web Service

 Microsoft Windows Server 2003 R2 Business or Enterprise Edition (x86 32-bit

edition) or Microsoft Windows Server 2008 (standard and R2) Business or Enterprise Edition (x86 32-bit or x64 64-bit edition). Note that Microsoft Windows Server 2003 R2 is only supported when upgrading from a previous IBM SPSS Data Collection version..

 Pentium®-class processor operating at 1GHz or faster. 2GHz recommended.

 512MB RAM, more recommended.

 A hard disk with at least 100MB of available disk space.

 A 1024 x 768 or higher resolution graphics adaptor that supports at least 16

 ADVD-ROMdrive.

 Microsoft Internet Explorer 8 or above.

 Internet Information Server (IIS) 7.0 or above.

-bit color.

or x64 64-bit

Interview Service

 Microsoft Windows Server 2003 R2 Business or Enterprise Edition (x86 32-bit or x64 64-bit

edition) or Microsoft Windows Server 2008 (standard and R2) Business or Enterprise Edition (x86 32-bit or x64 64-bit edition). Note that Microsoft Windows Server 2003 R2 is only supported when upgrading from a previous IBM SPSS Data Collection version..

 Pentium®-class processor operating at 1GHz or faster. 2GHz recommended.

 512MB RAM, more recommended.

 A hard disk with at least 200MB of available disk space (space depends on the number of

projects on the server).

 A 1024 x 768 or higher resolution graphics adaptor that supports at least 16-bit color.

 ADVD-ROMdrive.

 Microsoft Internet Explorer 8 or above.

 Microsoft Data Access Components (MDAC) 2.8 or later (supplied).

 Microsoft .NET Framework 3.5 SP1.

IBM SPSS Data Collection Server 6.0.1 Installation Instructions



Internet Information Server (IIS) 7.0 or above.

 IBM® SPSS® Data Collection Developer Library (recommended) .

Accessories Service

 As Interview Service.

 Microsoft Ofﬁce Web Components (OWC) version 10 or later (for the charting feature of

the Phone Reports activity only).

Database Service

 Microsoft Windows Server 2003 R2 Business or Enterprise Edition (x86 32-bit or x64 64-bit

edition) or Microsoft Windows Server 2008 (standard and R2) Business or Enterprise Edition (x86 32-bit or x64 64-bit edition). Note that Microsoft Windows Server 2003 R2 is only supported when upgrading from a previous IBM SPSS Data Collection version..

 Microsoft SQL Server (on at least one machine).

Scriptwriter Service

 Microsoft® Windows® XP Professional (x86 32-bit edition) with Service Pack 3, Microsoft

Windows Vista Business or Enterprise Edition with Service Pack 2 (x86 32-bit or x64 64-bit edition), or Microsoft Windows 7 Business or Enterprise Edition with Service Pack 1 (x86 32-bit or x64 64-bit edition).

 Pentium-class processor running at 500MHz or faster.

 256MB or more of random-access memory (RAM).

 A hard disk with at least 150MB of available disk space.

 A 1024 x 768 or higher resolution graphics adaptor that supports at least 16-bit color.

 ADVD-ROMdrive.

3

For XP Professional

 Microsoft Internet Explorer 8 or above.

 Microsoft Data Access Components (MDAC) 2.8 or later (supplied).

 For XP Professional, Microsoft .NET Framework 3.5 SP1.

For Vista and 7

 Microsoft Internet Explorer 8 or above.

 Microsoft .NET Framework 3.5 SP1.

Telephone Interviewing Supervisor Stations

 Microsoft® Windows® XP Professional (x86 32-bit edition) with Service Pack 3, Microsoft

Windows Vista Business or Enterprise Edition with Service Pack 2 (x86 32-bit or x64 64-bit edition), or Microsoft Windows 7 Business or Enterprise Edition with Service Pack 1 (x86 32-bit or x64 64-bit edition)

 Pentium-class processor running at 500MHz or faster.

 256MB or more of random-access memory (RAM).

 A hard disk with at least 100MB of available disk space.

4

Chapter 1



A 1024 x 768 or higher resolution graphics adaptor that supports at least 16-bit color.

 ADVD-ROMdrive.

For XP Professional, Vista, and 7

 Microsoft Internet Explorer 8 or above.

Telephone Interviewing Interviewer Stations

 Either:

Microsoft® Wind

ows® XP Professional (x86 32-bit edition) with Service Pack 3, Microsoft Windows Vista Business or Enterprise Edition with Service Pack 2 (x86 32-bit or x64 64-bit edition), or Microsoft Windows 7 Business or Enterprise Edition with Service Pack 1 (x86 32-bit or x64 64

-bit edition)

Or:

Wyse terminals running Linux V6 and Firefox 3.x or above.

 For Windows: Pentium®-class processor operating at 1GHz or faster. 2GHz recommended;

For Wyse:486-t

ype processor operating at 66MHz or faster; Intel Pentium III or later

recommended.

 For Windows:512MBRAM;For Wyse: 32MB of random-access memory (RAM); 128MB

recommended.

 A hard disk with at least 200MB of available disk space.

 A 1024 x 768 or higher resolution graphics adaptor that supports at least 16-bit color.

 ADVD-ROMdrive.

For XP Professional, Vista, and 7

 Microsoft Internet Explorer 8 or above.

For Linux

 Firefox 3.x or above.

Note: Modem dialing is not supported on Wyse Winterms: a PC running Microsoft Windows, as previously speciﬁed, is required.

IBM SP SS Data Coll

 As Interview Ser

ection Remote Administration

vice

IBM SPSS Data Co lle ction Survey Tabulation

Operating systems

 Microsoft Windows Server 2003 R2 Business or Enterprise Edition (x86 32-bit or x64 64-bit

edition) or Microsoft Windows Server 2008 (standard and R2) Business or Enterprise Edition (x86 32-bit or x64 64-bit edition). Note that Microsoft Windows Server 2003 R2 is only supported when upgrading from a previous IBM SPSS Data Collection version..

IBM SPSS Data Collection Server 6.0.1 Installation Instructions

Important: InstallingIBM®SPSS®DataCollectionSurveyTabulationonMicrosoftWindows

XP is not supported. Instructions relating to XP are provided solely to enable demonstration and evaluation copies of the software to be installed.

Hardware

 Pentium®-class processor operating at 1GHz or faster. 2GHz recommended.

 512MB RAM (2 GB recommended).

 A hard disk with at least 200MB of available disk space.

 DVD-ROM drive required for installation.

Software

 Microsoft .NET Framework 3.5 SP1.

 Microsoft Data Access Components (MDAC) 2.8 or later (supplied).

 Microsoft Internet Explorer 8 or above. For more information, see the topic Installing

Microsoft Internet Explorer 8 or above or Firefox 3.x or above in Chapter 2 on p. 10.

 Firefox 3.x or above

 Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit).

 Microsoft Internet Information Server (IIS) 7.0 or above, with ASP.NET option.

 Microsoft SQL Server (on at least one machine).

 For running the charting feature, Microsoft Ofﬁce Web Components (OWC) version 10 or

later must be installed.

For more information about the required software, see the Required Software Checklist.

5

IBM SPSS Data Collection Survey Reporter Server Edition and IBM SPSS Data Collection A uthor Server Ed ition

Operating systems

Server:

 Microsoft Windows Server 2003 R2 Business or Enterprise Edition (x86 32-bit or x64 64-bit

edition) or Microsoft Windows Server 2008 (standard and R2) Business or Enterprise Edition (x86 32-bit or x64 64-bit edition). Note that Microsoft Windows Server 2003 R2 is only supported when upgrading from a previous IBM SPSS Data Collection version..

Client:

 Microsoft® Windows® XP Professional (x86 32-bit edition) with Service Pack 3, Microsoft

Windows Vista Business or Enterprise Edition with Service Pack 2 (x86 32-bit or x64 64-bit edition), or Microsoft Windows 7 Business or Enterprise Edition with Service Pack 1 (x86 32-bit or x64 64-bit edition)

Hardware

 Pentium®-class processor operating at 1GHz or faster. 2GHz recommended.

 512MB RAM, more recommended.

6

Chapter 1



A hard disk with at least 200MB of available disk space (space depends on the number of

projects on the server).

 A graphics adapter with 1024 x 768 resolution or higher and a minimum 16-bit color quality

setting.

 DVD-ROM drive required for installation.

Software

For Windows XP systems:

 Microsoft .NET Framework 3.5 SP1.

 Microsoft Internet Explorer 8 or above. For more information, see the topic Installing

Microsoft Internet Explorer 8 or above or Firefox 3.x or above in Chapter 2 on p. 10.

 Firefox 3.x or above, with the Microsoft .NET Framework Assistant add-on, is supported in

the web-deployed versions of IBM® SPSS® Data Collection Author and IBM® SPSS® Data Collection Survey Reporter. You must manually install the Microsoft .NET Framework Assistant Add-on. For more information, see the topic Installing Microsoft Internet Explorer

8 or above or Firefox 3.x or above in Chapter 2 on p. 10.

Note: For best results, use Microsoft Internet Explorer 8 or above.

 Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit).

 Microsoft Ofﬁce 2007 or 2010 (x86 32-bit or x64 64-bit) (required for exporting to Microsoft

Word, Excel or PowerPoint, or to HTML). Note that the IBM SPSS Data Collection 32-bit applications will only function properly with the 32-bit version of Microsoft Ofﬁce; the IBM SPSS Data Collection 64-bit applications will only function properly with the 64-bit version of Microsoft Ofﬁce.

 For viewing charts, Microsoft Ofﬁce Web Components (OWC) license (version 10 or later).

Note that charts are not currently available when using the x64 64-bit IBM® SPSS® Data Collection applications.

For Windows Vista or 7 systems:

 Microsoft .NET Framework 3.5 SP1

 Microsoft Internet Explorer 8 or above. For more information, see the topic Installing

Microsoft Internet Explorer 8 or above or Firefox 3.x or above in Chapter 2 on p. 10.

 Firefox 3.x or above, with the Microsoft .NET Framework Assistant add-on, is supported in

the web-deployed versions of Author and Survey Reporter. You must manually install the Microsoft .NET Framework Assistant Add-on. For more information, see the topic Installing

Microsoft Internet Explorer 8 or above or Firefox 3.x or above in Chapter 2 on p. 10.

 Microsoft Ofﬁce 2007 or 2010 (x86 32-bit or x64 64-bit) (required for exporting to Microsoft

Word, Excel or PowerPoint, or to HTML). Note that the IBM SPSS Data Collection 32-bit applications will only function properly with the 32-bit version of Microsoft Ofﬁce; the IBM SPSS Data Collection 64-bit applications will only function properly with the 64-bit version of Microsoft Ofﬁce.

 For viewing charts, Microsoft Ofﬁce Web Components (OWC) license (version 10 or later).

IBM SPSS Data Collection Server 6.0.1 Installation Instructions

Additional IBM® SPSS® Data Collection Survey Reporter Server Edition and IBM® SPSS® Data Collection Author Server Edition considerations

 The Internet Explorer security settings can adversely affect access to Survey Reporter Server

Edition and Author Server Edition. It is recommended that you conﬁgure Internet Explorer for Medium security (Tools → Internet Options → Security tab → Security level for this zone).

– A security setting of High will prevent all users from logging into IBM® SPSS® Data Collection Interviewer Server Administration, thus preventing access to Survey Reporter Server Edition and Author Server Edition.

– A security setting of Medium -high will allow users to login to Interviewer Server Administration, but will prevent most users from launching Survey Reporter Server Edition and Author Server Edition from their respective links.

 Users who only belong to the Windows Guests account are not able to install or run Survey

Reporter Server Edition and Author Server Edition.

 Survey Reporter Server Edition and Author Server Edition are only available in x86 32-bit

format.

7

Installing required software

Required software checklist

Before you install any of the IBM SPSS Data Collection Server 6.0.1 applications you should verify that any required software is installed and running. If the IBM SPSS Data Collection Server

6.0.1 installation procedure is unable to ﬁnd an application, or that application is not running correctly, the installation procedure will fail.

IBM SPSS Data Collection Server 6.0.1 applications requires the following software.

IBM SPSS Data Collection Survey Tabulation, IBM SPSS Data Collection Su rve y Reporter Server Edition, and IBM SPSS Data Collection Author Server Edition

 Microsoft .NET Framework 3.5 SP1

 Microsoft Data Access Components (MDAC) 2.8

 Microsoft I nternet Explorer 8 or above or Firefox 3.x or above

 Microsoft Internet Information Services (IIS) 7.0 or above with the ASP.NET option

 Microsoft SQL Server 2005 or 2008

 Microsoft Ofﬁce Web Components (OWC) (required to display charts in IBM® SPSS®

Data Collection Survey Tabulation)

 Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit)

Chapter

2

IBM SPSS Data Colle ction Interviewer Server

Available on the IBM® SPSS® Data Collection Interviewer Server installation CD

The following software is required and can be installed manually from the IBM SPSS Data Collection Server 6.0.1 installation CD.

Software Web Servers Interviewing

Servers

Microsoft Data Access Components

2.8

IBM® SPSS ® Data Collection Developer Library

Purchase and install separately

Licensed Materials - Property of IBM © Copyright IBM Corporation 2000, 2011

Yes Yes Yes No Yes

No No No No

8

Accessories Servers

Database Servers

Scriptwriters’ machines

Optional

Installing required software

The following required software must be purchased and installed separately before Interviewer Server can be installed.

9

Software Web Servers Interviewing

Servers

Microsoft Internet Information Services 7.0 or above with the ASP.NET option

Microsoft SQL Server 2005 or 2008

(Interviewer Server Professio only)

nal

Yes Ye s Yes N o N o

No No No Yes No

Accessories Servers

Database Servers

Scriptwriters’ machines

Download and install separately

The following required software must be downloaded (for free) and installed separately.

Software Web Servers Interviewing

Servers

Microsoft .NET Framework 3.5 SP1

Microsoft Internet Explorer 8 or above or Firefox 3.x or above

Microsoft Ofﬁce W Components

10.0 or ab ove

Microsoft Vis ual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit)

eb

Yes Yes Yes No Yes

No No Yes No No

No No Yes No Yes

Accessories Servers

Database Servers

Scriptwriters’ machines

Note: For best results, use Microsoft Internet Explorer 8 or above.

Installing Microsoft .NET Framework 3.5 SP1

Before you can run any of the IBM SPSS Data Collection Server applications, you need to install Microso Accessories, Interview, o r Scriptwriter services. If you attempt to install any of the IBM SPSS

ft .NET Framework 3.5 SP1 on your computer, and on machines that will run the

10

n

Chapter 2

Data Collection Server applications when Microsoft .NET Framework 3.5 SP1 is not installed, the installation program will display a message explaining that you need to install it in order for the applications to run.

Note: Installing Microsoft .NET Framework 3.5 SP1 upgrades a number of Windows

components.

Installing Microsoft .NET Framework 3.5 SP1

E Download and install Microsoft .NET Framework 3.5 SP1 from the Microsoft download site

(http://www.microsoft.com/downloads/details.aspx?familyid=ab99342f-5d1a-413d-8319-81da479ab0d7&displayla

E Follow the instructions on the screen.

E Restart your computer. This is recommended even if the installation program does not request it.

E From Control Panel select

Administrative Tools > Internet Information Services

In the left-hand frame, right-click Web Sites and choose Properties.

E

This opens the Web Sites Properties dialog box.

E On the Documents tab click Add.

This opens the Add Default Document dialog box.

E Type Default.aspx and click OK.

E Close IIS.

Installing Microsoft Dat a Access Components 2.8

You need to install Microsoft Data Access Components (MDAC) 2.8 on your computer before you can install any of the IBM SPSS Data Collection Server applications. If MDAC 2.8 (in any language) is not already installed, the IBM SPSS Data Collection Server installation program will install the English language version for you. If you you want to use a non-English version of MDAC, you must manually install the appropriate language version of MDAC 2.8. You can do this by selecting

Install Microsoft Data Access Components (MDAC) 2.8 from the autoplay menu

(MDAC can also be found in the MDAC folder on the installation DVD-ROM, or you can download it from http://www.microsoft.com/Windows/downloads/default.mspx)

Installing Microsoft Internet Explorer 8 or a bove or Firefox 3.x or above

Microsoft Internet Explorer 8 or above must be installed before you can install any of the IBM SPSS Data Collection Server 6.0.1 applications. If you do not have a suitable version of Internet Explorer installed, the IBM SPSS Data Collection Server 6.0.1 installation program will not run.

Firefox 3.x or above, with the Microsoft .NET Framework Assistant add-on, is supported in the web-deployed versions of IBM® SPSS® Data Collection Author and IBM® SPSS® Data Collection Survey Reporter. You must manually install the Microsoft .NET Framework Assistant

Installing required software

Add-on. For more information, see the topic Installing Microsoft Internet Explorer 8 or above

or Firefox 3.x or above on p. 10.

Installing Microsoft Internet Explorer 8 or above

E Go to http://www.microsoft.com/windows/ie/downloads/default.mspx

(http://www.microsoft.com/windows/ie/downloads/default.mspx) and from there

navigate to the page that provides downloads in the language of your choice.

E Follow the provided instructions to download Internet Explorer.

Note: If you are using Microsoft Internet Explorer 8 or above, you may experience various issues when using the IBM SPSS Data Collection Server app

lications. You can avoid these issues by adding the appropriate IBM SPSS Data Collection Server application URLs to the Internet Explorer Compatibility View list. Refer to the Compatibility View topic on the Microsoft Internet Explorer

8: Features website (http://www.microsoft.co

m/windows/internet-explorer/features/easier.aspx)

for more information.

Installing Firefox 3.x or above

11

E Go to http://www.mozilla.com (http://www.mozilla.com) and from there navigate to the page that

provides downloads in the language of your choice.

E Follow the provided instructions to download Firefox.

Installing the Microsoft .NET Framework Assistant add-on

If you want to run IBM® SPSS® Data Collection Survey Reporter Server Edition or IBM® SPSS® Data Collection Author Server Edition via the Firefox browser, you must install the Microsoft .NET Framework Assistant add-on before running the applications.

E Go to https://addons.mozilla.org/en-US/ﬁrefox/addon/microsoft-net-framework-assist/

(https://addons.mozilla.org/en-US/ﬁrefox/addon/microsoft-net-framework-assist/).

E Select Continue to Download, Accept and Install,thenclickInstall Now.

E Restart your Firefox browser after the installation is complete.

Installing Internet Information Services

With some operating systems, Internet Information Services (IIS) is installed as part of the operating system. This is not the case with Windows 2003/2008 Server, where you must manually install IIS 7 or above before installing any of the IBM SPSS Data Collection Server

6.0.1 applications.

Important:

 IIS must be properly conﬁgured in order to ensure sensitive information is not exposed in

response headers. For more information, see the topic Conﬁguring Internet Information

Services to avoid the detection of hidden directories on p. 13.

12

Chapter 2

Refer to the Microsoft support article Internet Information

Server returns IP address in HTTP header (Content-Location) (http://support.microsoft.com/default.aspx?scid=KB;EN-US;Q218180) for more information.

 You must install the ASP.NET and ISAPI extensions in addition to the default installation

features.

IBM SPSS Data Colle ction Interviewer Server

In IBM® SPSS® Data Collection Interviewer Server, IIS is used by the Accessories, Interviewing, and Web services. If any of these machines is running Windows Server 2003 or 2008 you must install IIS before installing Interviewer Server.

Installing IIS on machines running Windows 2003 Server

E Install IIS, including the ASP.NET option on Windows 2003 Server, using the installation

instructions provided with the software.

Installing IIS on machines running Windows 2008 Server

E Install IIS, including the ASP.NET option on Windows 2008 Server, using the installation

instructions provided with the software.

Installing ASP.NET manually

Use the following steps if you need to install ASP.NET manually on a 64-bit system.

E Open a command prompt and navigate to

C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50.727.

E Type aspnet_regiis.exe /i and press Enter.

Note: ASP.NET v3.5 is for 64-bit systems only, and ASP.NET v3.5 (32-bit) is for 32-bit systems.

Notes on WebDAV

Web-based Distributed Authoring and Versioning (WebDAV) is a collection of extensions that allow users to edit and manage ﬁles on remote servers. If you do not need WebDAV enabled on your server, ensure that you either disable it, or disallow unneeded HTTP methods (verbs) (due to potential security issues). WebDAV can be disabled via the Internet Information Services (IIS) Manager. By default, the WebDAV service is disabled on the version of IIS deployed with IBM® SPSS® Data Collection products.

If WebDAV is required on your server, use a tool UrlScan security tool to disallow the unneeded HTTP methods (verbs). R efer the Microsoft TechNet article UrlScan Security Tool

(http://technet.microsoft.com/en-us/security/cc242650.aspx) for more information.

Installing required software

Configuring Internet Information Services to avoid the detection of hidden directories

Web-based applications will sometimes inadvertently expose a site’s directory structure. Although the exposed directories do not list their contents, the exposed directory information is detrimental to the site’s overall security. By knowing a directories name, a potential hacker can guess its content and possible ﬁle names that reside within. Sensitive content can pose a severe security threat when directory names are exposed.

To avoid this potential security risk, you can issue 404 - Not Found response status codes instead of 403 - Forbidden response status codes. This change will obfuscate the presence of directories on the site, and will prevent the site structure from being exposed.

You must be a member of the Administrators group on the local computer to perform the following procedure, or you must be delegated the appropriate authority. As a security best practice, logon to your computer using an account that is not in the Administrators group, and then use the Windows Run as command to run the Internet Information Services Manager as an administrator.

E Open a Windows Command Prompt and enter the following:

runas /user:<administrative_accountname> "mmc %systemroot%\system32\inetsrv\iis.msc"

13

Where <administrative_accountname> is the account name for someone with administrative authority to the workstation.

E In Internet Information Services Manager, expand the local computer, expand Web Sites,

right-click Defa ult Web Site, and then select Properties.

E Click the Custom Errors tab.

E In the Error Messages for HTTP Errors list, select the HTTP error 403;14,andclickEdit Properties.

E Select URL from the Message Type list box.

E Enter the following in the URL ﬁeld:/spssmr/shared/404-custom.asp.

E Click OK, and then click OK again.

E Exit the Internet Information Services Manager.

E Launch the Windows Registry Editor (type regedit in a Windows Command Prompt).

E Navigate to the following location:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\W3SVC\Parameters

Create a new DWORD value named IgnoreAppPoolForCustomErrors and give it a value of 1.

E Open a Windows Command Prompt and enter iisreset.

Installing Microsoft SQL Server

You must have SQL Server installed on at least one machine.

E To install SQL Server, follow the instructions that come with the application.

14

Chapter 2

E

If you have installed SQL 2005 Developer Edition, enable remote connections as follows:

 From the Start menu choose

Programs > Microsoft SQL Server 2005 > Conﬁguration Tools > SQL Server Surface Area Conﬁguration

This opens the SQL Server 2005 Surface Area Conﬁguration dialog box.

 Click Surface Area Conﬁguration for Services and Connections



In the left-hand frame of the next screen, select the View by Instance tab. Expand the node for

the SQL instance that you are using and click

 In the right-hand frame, select Local and remote connections and then Using both TCP/IP and

Named Pipes

 Click OK to save your changes and then close the program.

 Stop and restart SQL Server to implement the change.

.

Installing SQL Server on machines running the database service

You must have SQL Server, including the latest service packs, installed on all machines that will run the Database Service. If you are going to have more than one machine running the Database Service they must operate in Active–Passive mode rather than Active–Active mode. Refer to your SQL documentation for further information about operation modes.

Remote Connections.

Note: SQL Server 2005 comes in a number of different editions. Since it is only the feature set that differs across editions, you should be able to use IBM® SPSS® Data Collection Interviewer Server with any edition, but note that there are limitations on the maximum number of CPUs supported and on memory.

For more information, see the topic Installing Microsoft SQL S erver on p. 13.

Installing Microsoft Office Web Components (OWC)

If you will be using the charting feature, Microsoft Ofﬁce Web Components (OWC) version 10 or later must be installed on your server. To view charts in IBM® SPSS® Data Collection Survey Tabulation or IBM® SPSS® Data Collection S license for Microsoft OWC on each client machine. Before enabling this feature for any user, you must verify that the user is appropriately licensed for Microsoft OWC. Check your Microsoft OWC license agreement or EULA.

On machines running the accessories service

Microsoft Ofﬁce Web Components (OWC) version 10 or later is required for the charting feature of the Phone Reports activity.

Note: The charting facility is normally disabled in Phone Reports. Before enabling it for a user, you must verify that the user is appropriately licensed for MS OWC. Check your MS OWC license agreement or EULA.

urvey Reporter, you must also have a

Installing required software

g

Microsoft OWC can be downloaded directly from Microsoft. It is important to install version 10 or higher. You can install Microsoft OWC from the Microsoft Download Center.

Microsoft OWC is not supplied with Microsoft Ofﬁce 2007 or above. For information on the options available for installing Microsoft OWC version 11 for use w ith Microsoft Ofﬁce 2007, see

http://technet2.microsoft.com/Ofﬁce/en-us/library/0dee24b3-09af-485b-b5ed-d4b879dcc8f61033.mspx?mfr=true.

Installing Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit)

You must have Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit) installed on all machines running IBM® SPSS® Data Collection Survey Reporter Server Edition or IBM® SPSS® Data Collection Author Server Edition. You can download the Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit) directly from the Microsoft download Web site

(http://www.microsoft.com/downloads/details.aspx?familyid=9b2da534-3e03-4391-8a4d-074b9f2bc1bf&displaylan

15

Chapter

3

IBM SPSS Data C ollection Interviewer Server installation information

The IBM SPSS Data Collection Server installation procedure installs IBM® SPSS® Data Collection Interviewer Server, optionally with IBM® SPSS® Data Collection Web Interviews, onto a single machine or onto a cluster of machines. The installation procedure for single machines and clusters is completely conﬁgurable at all stages.

Work systematically through the topics in the following sections to install Interviewer Server. Depending on how your system is set up, you may ﬁnd that some topics are not relevant to you and can be skipped.

 Pre-installation checklist for the IBM SPSS Data Collection Interviewer Server installation

procedure

 Installation procedures

 Post-installation checklist for IBM SPSS Data Collection Interviewer Server installation

Installation checklist

Click here to display an installation checklist showing all the pre-installation, installation, and

post-installation tasks that you may need to carry out. This topic is a simple task list designed for printing, and does not provide links to the topics in this document.

Upgrade notes

 IBM® SPSS® Data Collection Interviewer Server 6.0.1 is not compatible with earlier

versions of Interviewer Server\mrInterview, so it i that are running any of the Interviewer Server services, including all machines running the Scriptwriter Service. If you have machines running Professional\mrStudio with the Interview Scripting option you should also upgrade those mach Collection Base Professional 6.0.1 to ensure that your interview scripts are compatible with the version of Interviewer Server you are running.

 If you want to use projects from a prior release, you must either enter the project path that

was deﬁned for the prior release during installati Dimensions\mrInterview\Projects), or manually copy the existing project ﬁles to the new installation location.

Installation checklist

Install Required So ftware

Microsoft Data Access Components 2.8 (only on machines running the Interview, Accessories and/or Scriptwriter Services).

s essential that you upgrade all machines

ines to use IBM® SPSS® Data

on (default is C:\Program Files\SPSS

Licensed Materials - Property of IBM © Copyright IBM Corporation 2000, 2011

16

17

IBM SPSS Data Collection Interviewer Server installation information

Microsoft Internet Explorer 8 or above or Firefox 3.x or above (on all machines except those running the Database Service only).

Internet Information Services with the ASP.NET option (only on machines running the Web, Interview, and/or Accessories Services).

SQL Server (only on mac hines running the Da tabase Service).

Microsoft Ofﬁce Web Components (only on machines running the Accessories Service).

Microsoft .NET Framework 3.5 SP1 (only on machines running IBM® SPSS® Data Collection Survey Reporter Server Edition or IBM® SPSS® Data Collection Author Server Edition).

Microsoft Visual C++ 2008 Redistributable Package (x86 32-bit or x64 64-bit) (only on machines running Survey Reporter Server Edition or Author Server Edition).

Pre-Installation Tasks

Microsoft Internet Explorer 8 or above or Firefox 3.x or above (except those machines running the Database Service only).

Each machine in a cluster c an communicate with all other machines in the cluster.

DCOM is enabled on all machines.

SQL Server is running correctly on all machines that will host the Database Service.

IIS is running correctly on all machines that will host the Web, Interview, and/or Accessories Services.

Create the Installing User on all machines (remember that this user requires ‘Log on as a service’ and ‘Log on as a batch jo b ’ security settings).

Create the Running User on all machines. Optional.

Create the Anonymous Access User on all machines.

Create the Data Collection User Group on all machines.

If any machines are behind a ﬁrewall, open ports on the ﬁrewall.

Make a back-up or image of all machines on which you will be installing IBM® SPSS® Data Collection Interviewer Server software.

Installation

Log in as the In stalling User and install Interviewer Server.

For cluster installations, install Interviewer Server on all machines named in the site preparation ﬁle. Install the Scriptwriter Service on any scriptwriter machines that do not have browser access to IBM® SPSS® Data Collection Interviewer Server Administration.

Post-Installation

On all machines running the Web Service, if the image cache is installed on a machine with only the Web Service installed and that machine is outside the ﬁrewall, conﬁgure the image cache as remo te.

Set up users and roles in Interviewer Server Administration and assign roles to Interviewer Server Administration applications.

On all machines running the Accessories Service, if a machine is running Windows XP Service Pack 3, add the ASPNET account to the Launch permissions on LogBck02.

If you have installed onto a machine on which IBM® SPSS® Data Collection Base Professional is installed, add Base Professional users to the IBM® SPSS® Data Collection group on that machine so that they have access to the log ﬁle folder.

18

Chapter 3

On all machines running the Web Service, if th at machine has multiple IP addresses and web sites conﬁgured fo r each IP address, replace the Web Service machine names with IP addresses in DPM and r eregister the Interview Service machines.

If machines running the Web Service will be accessed through the internet, replace the machine names in the Dimensi

onsInterviewURL and FileMa nagerWebserviceURL properties with fully qualiﬁed

machine names.

On all machines running the Interviewing Se rvi ce, if your site uses SSL, cancel the requirement for mrIEngWS to use a secure channel.

On all machines running the Interviewing Service, start mrUserAdminServer and mrDPMServer3 if they are not already running.

Check that access control permissions have been set correctly for FMRoot and all its s ubfolde rs.

If using an IBM® SPSS® Data Collection Dialer, license the Dialer via the License Authorization Wizard. Run the License Authorization Wizard from

6.0.1 > License Authorization Wizard

.

Start > All Programs > IBM SPSS Data Collection

Note: When licensing Dialer in a Windows Server 2003 R2 o r 2008 (x64 64-bit edition) environment, you must locally login to the server before attempting to license Dialer. If you attempt to login to a domain and then license Dialer, you will not be able to work with CATI projects in the Phone Participants activity.

Modify the TCP/IP registry settings on all machines running the Interview and Web Serv

Post-Installation on Local Machines

ices.

Enable pop-ups and ﬁle downloads in your Web browser.

Set up automatic NT login for Interviewer Server Administration users who use the Firefox browser.

For users who will run Interviewer Server Administration using the Firefox browser on the WYSE 5150SE, increase the default font size in Firefox.

Install the Microsoft .NET Framework Assistant for user who use the Firefox browser to run Surve y Reporter Server Edition or Author Server Edition.

Optional Post-Installation

If you are upgrading from an earlier version of Interviewer Server\mrInterview, delete the Signal call outcome c ode from DPM.

On machines running the Database Service, add indexes to any existing sample tables to improve performance

If your site uses telephone interviewing (CATI), increase the s ize of the appRequestQueueLimit setting for the .NET Framework on all machines running the Web Service.

If your site uses telephone interviewing, change t he conﬁguration s ettings for th e interviewing engine and the .NET Framework on all machines running the Interview Service to avoid requests being queued due to blocked thread pools.

Install the IBM® SPSS® Data Collection Load Tool on a machine of your choice, preferably one outside the I nterviewer Server cluster.

Conﬁgure the Interviewer Server Administration Email activity if not already done during installation.

On machines running the Interviewing or Accessories Se rvic es, increase the numbe r and/or size of the log ﬁles.

If necessary, create a hosts ﬁle linking ma chine names to IP addresses (may be needed for some ﬁrewalls).

Set up your Web site to use SSL.

On machines running the Accessories Service, set up I nterviewer Server Administration load balancing to specify the machines on which Interviewer Server and its applications will run.

IBM SPSS Data Collection Interviewer Server installation information

Conﬁgure Interviewer Server Ad ministration load balancing to use an SSL accelerator.

On all machines running the Interviewing Service, change the Interview Engine load balancing algorithm used to distribute intervie ws to those machines.

If you are using SQL Server 2005 and a named instance, edit SampleMgtGUI.Conﬁg.xml to control the servers available to the Participants and Activate activities.

If you are upgrading from a previous version of IBM SPSS Data Collection Server, and you want to query your old log ﬁles (from the Manage Logs activity for example), copy the old logs from the previous version’s log directory to the new IBM SPSS Data Collection Server 6.0.1 log location (by default, [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\Interviewer Server A dministration\Logs).

If using one of the supported third party dialers (PRO-T-S or Sytel), refer to Dialer certiﬁcation for information

Install the IBM® SPSS® Data Collection Developer Library on the appropriate machines.

regarding dialer certiﬁca tion status.

IBM SPSS Data Collection Interviewer Server system configurations

IBM® SPSS® Data Collection Interviewer Server has the following services:

 Web Service. Interacts with respondents through their browsers.

 Interview Service. Runs the majority of the interviewing and Project Management software,

including the IBM® SPSS® Data Collection Data Model. If you install this service on a number of machines in a cluster, the installation procedure makes the ﬁrst machine hosting the service the Primary Interviewer Server and the second machine the Secondary Interviewer Server.

 Accessories Service. Hosts Internet Information Server (IIS) and stores IBM® SPSS® Data

Collection Interviewer Server Administration and all Interviewer Server Administration and Interviewer Server activities.

 Database Service. Runs SQL Server and stores the response data. May also store the sample

and quota databases. The Interviewer Server installation procedure does not install anything on machines running just this service.

 Scriptwriter Service. Installed on a client machine. Includes the Data Model and Activate

components. The Scriptwriter Service is typically used by scriptwriters who do not have access to Interviewer Server Administration via their browsers.

19

Depending on the size of your installation, you may install several services all on one machine, or install each service on a different machine, or install the same service on a number of machines.

Note: If you install onto more than one machine (known as a “cluster installation”) you must install onto machines running the Accessories Service ﬁrst. Follow this with machines running the Interview and Web Services in that order. Finally, install the Scriptwriter Service where necessary.

Very small sites may use a single machine for all functions, and you will install the Scriptwriter Service, Web Service, Interview Service, Accessories Service, and Microsoft SQL Server all on that machine. Larger sites may wish to use this type of set-up for testing purposes, while setting up their main system using several machines. If this is the type of installation that you require, you may prefer to use the Standard installation procedure.

20

Chapter 3

Larger sites may have a database machine running SQL Server, a nd a Web and interview machine running IIS, the Web Service, Interview Service, and Accessories Service.

Very large sites will probably have separate machines for each service except the Accessories Service. This will be installed on the machine running the Interview Service.

Generally, scriptwriters access the activities they require by connecting to Interviewer Server Administration via their browsers. If your site has scriptwriters who work off-line and do not always have access to Interviewer Server Administration, you can install the Scriptwriter Service on those machines, and the scriptwriters will be able to create, compile, and activate questionnaires u sing desktop activities.

Interviewer Server is ﬂexible with regard to how the various machines are set up. It allows all machines to be in the same domain or workgroup, or you can have the database server in one domain with the machines running the other services in another domain.

Note: If you use more than one domain, the domains must trust one another. It is important that you consider carefully how your site will be conﬁgured before starting to install Interviewer Server, so that you install the correct services on each machine.

Installations using disk imaging or terminal services

With the exception of the Operating System and Microsoft subcomponents, disk imaging installation techniques (such as those accomplished with Symantec’s Ghost or PowerQuest’s Drive Image) cannot be used for IBM® SPSS® Data Collection Interviewer Server servers. Interviewer Server has distinct conﬁguration information on a per server basis, so imaging a server after installing Interviewer Server is not a viable option for multiple-server installations.

Interviewer Server cannot be installed using terminal services such as Citrix remote administration because, unless XP terminal services are used, the user that is logged on does not have rights to launch services as the interactive user. Interviewer Server can, however, be installed remotely using a program such as Remote Desktop.

Installations onto a domain controller

Installing IBM® SPSS® Data Collection Interviewer Server onto a domain controller is not recommended. There are known issues with .NET running on domain controllers and there may be an additional security risk if IIS runs on a domain controller that is accessible from the internet.

If there is no choice but to install onto a domain controller, you must take the following steps.

E If you are installing onto a domain controller, and the scriptwriters who will be using the client

installation are located in another domain, refer to Installation procedures for further information.

Installing from a downloaded file

You must run the installer as administrator:

E Using Windows Explorer, browse to folder where you downloaded the ﬁle.

IBM SPSS Data Collection Interviewer Server installation information

E

Right-click the downloaded ﬁle and choose Run as Administrator.

E Follow the instructions that appear on the screen. See Post-installation checklist for IBM SPSS

Data Collection Interviewer Server installation for any special instructions.

Supported virtualization environments

Following is a list of supported virtualization environments.

21

Product

Microsoft Windows Terminal Services Windows 2008 R2 Server

Citrix XenApp

Citrix Presentat ion Server

VMWare vSphere VMWare ESX Server 3.5

Supported upgrade paths

You can install IBM® SPSS® Data Collection 6.0.1 applications on machines where the following Dimensions/Da current installation:

 SPSS Dimensions 5.5

 PASW Data Collection and Survey Visualization 5.6

 IBM SPSS Data Collection 6

If you are using a version of Dimensions prior to release 5.5, you must ﬁrst uninstall the older version before installing Data Collection 6.0.1 applications. The 6.0.1 installer does not support upgrading from Dimensions applications prior to version 5.5.

Vers i o n

Windows 2008 Server 6

4.5

4.1

ta Collection applications are installed, effectively upgrading your

Notes

 You cannot upgrade 32-bit applications to 64-bit applications. If you want to install Data

Collection 6.0.1 64-bit edition applications, you must ﬁrst uninstall any 32-bit Data Collection applications you currently have installed.

 When upgrading 32-bit applications on a 64-bit system, you must launch the installation

setup executable (setup.exe) from the installation media’s win32 directory (for example, DVD-ROM\autoplay\win32\setup.exe).

 You cannot perform a full installation of Data Collection 6.0.1 applications on a machine

running Windows Server 2003 R2 (x86 32-bit or x64 64-bit). You can only perform an upgrade installation. Data Collection 6 must already be installed on the Windows Server 2003 R2 (x86 32-bit or x64 64-bit) system prior to installing 6.0.1.

22

Chapter 3

Dialer certification

Marketing Systems Grou p Pro-T-S dialer

Tab l e 3 -1

Marketing Systems Group Pro-T-S dialer certification

Feature

Power Dialing Passed

Group Dialing Passed

Dialer Administration Passed

PhoneInterviewing Login Passed

Call Outcomes Passed

Dialer Setti

Interviewer Qualiﬁcation Passed

Review Audio Passed

Answering Machine Detection Passed Vo I P

Phone Reports Passed

Remote Mode Passed

Fail-Over Passed

Load Test Passed 50 concurrent interviews

Benchmark N/A

ngs

Status Comments

Passed

The Marketing Systems Group Pro-T-S dialer group dialing load test, with 50 concurrent interviews, details are provided below:

 Server version:IBM SPSS Data Collection Server 6 Patch 1

 Marketing Systems Group Pro-T-S installation kit: Beta version 3

 Concurrent interviews: 50

 Loading mode: 1 interview per 5 seconds

 Duration: 120 minutes

 Project: Multimode

 Dialing mode: Marketing Systems Group Pro-T-S group dialing

 Dialer status: Marketing Systems Group Pro-T-S demo dialer (50 local extensions and 10

remote extensions)

Tab l e 3 -2

Timing results

Timing

Time to login to IBM® SPSS® Data Collection

wer Server Administration

Intervie

Time to start Phone Participants

Wait time

Time to start interview

Max

1.065672 0.8497719

2.019375 1.716981

22.7458 3.140847

6.714832 0.2868351

Average

IBM SPSS Data Collection Interviewer Server installation information

Sytel dialer

Tab l e 3 -3

Sytel dialer certification

Feature

Status Comments

Power Dialing Passed

Group Dialing Passed

Dialer Administration Passed

PhoneInterviewing Login Passed

Call Outcomes Passed

Dialer Settings Passed

Interviewer Qualiﬁcation Passed

Review Audio Passed

Answering Machine Detection Passed Vo I P

Passed

Phone Reports Passed

Remote Mode Passed

Fail-Over Passed

Load Test Passed 50 concurrent interviews

Benchmark N/A

23

The Sytel dialer group dialing load test, with 50 concurrent interviews, details are provided below:

 Hardware environment: Single machine - Intel Core 1.86Ghz, 4GB RAM

 Software environment: Microsoft Windows Server 2003, Microsoft SQL Server 2005

 Server version:IBM SPSS Data Collection Server 6 Patch 1

 Sytel dialer version: 1.0.9

 Concurrent interviews: 50

 Loading mode: 1 interview per 2 seconds

 Duration: 120 minutes

 Project: Multimode

 Dialing mode: Sytel group dialing

Tab l e 3 -4

Timing results

Timing Min

Time to logi

n to Interviewer Server

0.82 1.45 0.97 0.98

Administration

Time to start Phone Participants

Wait time

Time to start interview

1.46 2.22 1.73 1.74

0.23 4.15 0.40 0.43

0.22 2.05 0.26 0.27

Max

Average Std Dev

24

Chapter 3

Pre-installation checklist for the IBM SPSS Data Collection Interviewer Server installation procedure

Before you install IBM® SPSS® Data Collection Interviewer Server you should check that any software required by Interviewer Server is installed and running. If the Interviewer Server installation procedure is unable to ﬁnd an application, or that application is not running correctly, the Interviewer Server installation procedure will fail.

 Check that Internet Explorer 8.0 or above or Firefox 3.x or above is installed on all machines.

 Check that each machine in a cluster can communicate with all other machines in the cluster.

 Check that DCOM is enabled on all machines.

 Check that SQL Server is running correctly on all machines that will host the Database Service.

 Check that IIS is running correctly on all machines that will host the Web, Interview, and/or

the Accessories Service.

 Create a user for installing Interviewer Server. This user will be referred to as the Installing

User in the rest of this document.

 Optionally, create a user for running the Interviewer Server services. This user will be referred

to as the Running User in the rest of this document. You can use the Installing User as the Running User if you wish.

 Create a user that can be used for anonymous IIS access to Interviewer Server applications.

This user will be referred to as the Anonymous Access User in the rest of this document.

 Create a group for Interviewer Server users. This group will be referred to as the IBM®

SPSS® Data Collection Group in the rest of this document.

 Check that Everyone has full permissions to the \InetPub\wwwroot folder.

 If any machines that will be running Interviewer Server services are behind a ﬁrewall, you

mayneedtoopen ports on the ﬁrewall so that Interviewer Server can function correctly.

Note: When implementing a cluster in a Windows Server 2008 environment, you must ensure that TCP port 65100 is open via the Windows ﬁrewall. Refer to you Windows Server 2008 documentation for information on opening ports.

 Make an image or back-up of all machines on which Interviewer Server software will be

installed before you run the installation program.

Checking that Microsoft Internet Explorer 8 or above or Firefox 3.x or above is installed

IBM® SPSS® Data Collection Interviewer Server cannot be installed unless the machine(s) on which it is being installed are running Microsoft Internet Explorer 8 or above or Firefox 3.x or above. To check which version of Internet Explorer or Firefox is installed, simply start the application. The splash screen reports the version number.

IBM SPSS Data Collection Interviewer Server installation information

Checking that machines in a clus t er can communicate with each other

Each machine in a cluster must be able to communicate with all the other machines in the same cluster. The easiest way to verify this is to use ping. This program sends a short stream of data from one machine to another and waits for the receiving machine to return the data.

E On each machine in turn, open a DOS window and type ping machine_name where machine_name

is the name of one of the machines in the cluster.

If the machines can communicate, you will see several lines starting ‘Reply from’ appear on your screen as the pinged machine returns the signal. If the machines cannot communicate you will see the message ‘Request timed out’.

E Repeat this step for each other machine in the cluster.

Checking that DCOM is enabled

Carry out the following steps to check that DCOM is enabled.

25

E From the Windows Start menu, choose Run.

E Type dcomcnfg in the text box and click OK.

This opens the Component Services window.

E In the left-hand frame, expand Component Services and then Computers.

E Right-click My Computer and choose Properties.

This opens the My Computer Properties dialog box.

E On the Default Properties tab, check that Enable Distributed COM on this computer is selected.

E Click OK.

Checking that SQL Server is running correctly

The machines running the Interview Service need to be able to connect to the Database server. You can test that these connections work by creating a test DSN on each of the Interviewing machines in turn.

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E

Open Control Panel and choose:

Administrative Tools > Data Sources (ODBC)

This opens the ODBC Data Source Administrator dialog box.

Add.

E On the System DSN tab, cli

ck

This opens the Create New Data Source dialog box.

E Choose SQL Server and then click Finish.

This opens the Create a New Data Source to SQL Server dialog box.

E In Name, type a name for the test DSN.

E In Server, select the name of the IBM® SPSS® Data Collection Interviewer Server database server.

E Click Next.

E On the next two screens, just click Next.

E On the following screen, click Finish.

This opens the ODBC Microsoft Server Setup dialog box.

E Click Test Data Source.

The system checks that it can access the database using the DSN you have just created, and displays the results of the test. Normally the test will be successful, so click OK. If the test is not successful, you should make a note of any messages the system has displayed and then try to resolve the problem before trying to create a test DSN again.

E Return to the ODBC Data Source Administrator dialog box. Select the test DSN you have just

created and click Remove. Conﬁrm your request when prompted to do so.

Checking that IIS is running correctly

Note: This is required on all machines that will host the Web, Interview, and/or the Accessories Service. IIS is not required on machines running just the Interview Service.

E In Internet Explorer, type http://machine_name,wheremachine_name is the name of your local

machine.

As long as your browser does not issue the message “Cannot ﬁnd server or DNS Error” then IIS is running.

Creating the installing and running users

IBM® SPSS® Data Collection Interviewer Server must be installed by a user with local administrative rights. This user must have SQL DB Creator permission on the Database server while the installation is running, in order to create or update the main Interviewer Server databases. Once the installation is ﬁnished you may remove this right.

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IBM SPSS Data Collection Interviewer Server installation information

The Interviewer Server servers and services must be run by a user with the same rights as the Installing User, but this user must also have the ‘Log on as a service’ and ‘Log on as a batch job’ options set. This user does not require SQL DB Creator rights.

Although you can use the same user account for both the Installing and the Running User, we recommend creating a new user account on each server that is used speciﬁcally for running Interviewer Server. This maintains any existing security that you have in place and ensures that there will be no problems if the local administrator password is changed.

If you are installing on machines within a workgroup, you must create the Installing and Running Users on all machines in the workgroup that will run Interviewer Server services. The user and group names should match exactly across all machines as some operating systems can be case sensitive. If you are installing Interviewer Server on machines within a domain, you should create the accounts for the Installing and Running Users as domain accounts and then give those accounts the appropriate local access on each of the servers on which Interviewer Server will be installed.

Note: If you are using machines in different domains, the Installing and Running Users must be visible and trusted in all those domains. Both Users must also have permission to create databases on the machine hosting the Database Service.

Creating the installing and running users and set the log on options (single mach ine installations)

E Open Control Panel and choose:

Administrative Tools > Computer Management

This opens the Computer Management window.

E Expand Local Users and Groups, right-click Users and choose New User.

This opens the New User dialog box.

E Enter the details for the Installing User and click Create and then Close.

Note: Do not give the user a password that contains single or double quotation marks or a backslash as this will cause the application installation to fail.

E In the Tree frame, click Groups.

E In the right-hand frame, right-click Administrators and choose AddtoGroup.

This opens the Administrator Properties dialog box.

E Click Add.

This opens the Users or Groups dialog box.

E In the list of names, choose the user name you have just created and click Add.

E Click OK to close the Users or Groups dialog box.

E Close the Computer Management window.

E Open Control Panel and choose:

Administrative Tools > Local Security Policy

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This opens the Local Security Settings window.

E In the Tree frame, expand Local Policies and click User Rights Assignment.

E In the right-hand frame, double-click Log on as a service. This allows the user to run services.

This opens the Log on as a service Properties dialog box.

E Click Add.

E In the list of names, choose the user name you created earlier

E Click OK to close the Select Users or Groups dialog box.

E Click OK again to return to the Local Security Settings window.

E In the right-hand frame, double-click Logonasabatchjob. This allows the user to run a service

that itself starts another

application or service.

andthenclick

Add.

This opens the Log on as a batch job Properties dialog box.

E Click Add.

E In the list of names, choose the user name you created earlier and then click Add.

E Click OK to close the Select Users or Groups dialog box.

E Click OK again to return to the Local Security Settings window.

E Close the Local Security Settings window.

E Open your SQL administration program and grant the Installing UserSYSADMIN authority. For

example, if you have SQL Enterprise Manager, or SQL Server Management Studio, the steps will be as follows:

 From the Windows Start menu choose:

Programs > Microsoft SQL Server > Enterprise Manager or SQL Server Management Studio



Expand the tree in the left-hand frame until the contents of the Security node are visible for

the Interviewer Server Database server, and select Server Roles.

 In the right-hand frame, double-click System Administrators or sysadmin.

This opens the Server Role Properties dialog box.

 Click Add.

 In the list of names, choose the user name you created earlier and then click OK.

 Click OK to close the Server Role Properties dialog box and then close Enterprise

Manager/SQL Server Management Studio.

E Repeat these steps, except the one to add SYSADMIN authorityinSQL,tocreatetheRunning

User account.

IBM SPSS Data Collection Interviewer Server installation information

Creating the installing and running users (domain installations)

E Create new domain accounts for the Installing and Running Users.

ote: If the domain uses case sensitive SQL, you must create the Running User with the Full name

N

and Logon name in the same case.

E Add the domain accounts for the Installing and Running Users to the local Administrator group on

each machine that will be running the Web, Interviewing, or Accessories Services. This is not necessary on machines that will be running only the Database Service.

E Follow the procedure documented for single machine installations to set the local security policy

for these users.

Creating the anonymous access user

Many of the IBM® SPSS® Data Collection Interviewer Server applications must be run using the Anonymous IIS User account rather than the account of the user who started the application. The Anonymous User account is also required for accessing the Interviewer Server databases on the database server. We recommend that you create a new user speciﬁcally for this purpose. The Anonymous Access User must be a member of the group that you create for IBM® SPSS® Data Collection users. It must also have the same privileges as the local ASPNet account.

29

If you are installing Interviewer Server on machines within a domain, you should create the account for the Anonymous Access User as a domain account and then give that account the appropriate local access on each of the servers on which Int

erviewer Server will be installed

The steps below explain how to set up an anonymous access user account. There is no need to make the suggested changes to the machine.conﬁg ﬁle.

Notes

 When installing in a Windows Server 2003 environment,

refer to http://msdn2.microsoft.com/en-us/library/Aa302396

(http://msdn2.microsoft.com/

en-us/library/Aa302396) for information on setting up the

account with the necessary privileges.

 When installing in a Windows Server 2008 environment, use the following steps for setting up

the account with the necessary privileges:

1. Open Computer Management fro

Administrative Tools > Computer Management

2. Add the account speciﬁed for t

m the Windows Control Panel (

he application pool identity to the

) and navigate to Local Users and Groups > Groups.

Start > Control Panel >

IIS_IUSRS group.

3. Close the Computer Management dialog.

Creating the anonymous access user

For single machine and workgroup installations:

E Open Control Panel and choose:

Administrative Tools > Computer Management

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Chapter 3

This opens the Computer Management window.

E Expand Local Users and Groups, right-click Users and choose New User.

This opens the New User dialog box.

E Enter the user’s details and click Create and then Close.

For domain installations:

E Create a new domain account for the Anonymous User.

Note: If the domain uses case sensitive SQL, you must create the Anonymous Access User with theFullnameandLogonnameinthesamecase.

Creating the IBM SPSS Data Collection user group

The Installing User, the Anonymous Access User and all scriptwriters must belong to a single group. This ensures that these users will have access to the IBM® SPSS® Data Collection Interviewer Server components and that Interviewer Server will function correctly. If you do not have a suitable group already set up, you must create a new group before you install Interviewer Server.

The notes that follow describe the process for single machine installations. The procedure for workgroup and domain installations is similar. If you are installing Interviewer Server on machines within a workgroup, you must create the IBM® SPSS® Data Collection user group on all machines in the workgroup that will run Data Collection applications. If you are installing Interviewer Server on machines within a domain, you should create the Data Collection user group as a domain global group, unless you have two domains in your conﬁguration, in which case you should create the group as a domain local group. (Note that domain local groups are supported in native-mode domains only,

Creating a new group (single machine installations)

E Open Control Panel and choose:

Administrative Tools > Computer Management

not in mixed-mode domains.)

This opens the Computer Management window.

E Expand Local Users and Groups, right-click Group and choose New Group.

This opens the New group dialog box.

E Enter a name and description for the group and click Add.

This opens the Select Users or Groups dialog box.

IBM SPSS Data Collection Interviewer Server installation information

E

Choose the users who will be part of the group and click Add.

Note: You must add the Installing User, the Running User and the Anonymous Access User to this group.

E Click OK to close the Select Users or Groups dialog box.

E Click Create and then Close.

Giving everyone full permissions on \InetPub\wwwroot

The installation program requires that Everyone has full permissions on the \InetPub\wwwroot folder, and will fail if incorrect permissions a re set. If necessary, set the appropriate permissions before installing IBM® SPSS® Data Collection Interviewer Server and then change them back again once the installation is complete.

31

E Navigate to \InetPub, right-click wwwroot and select Prope

E On the wwwroot Properties dialog box, select the Security tab.

E In “Group or user names” select Everyone and ensure that Full control is allowed in the Permissions

rties.

frame. If Everyone does not appear in the list, add it and set the appropriate permission.

Preparing to run IBM SPSS Data Collection Interviewer Server through a firewall

If you will be running IBM® SPSS® Data Collection Interviewer Server through a ﬁrewall certain ports on the ﬁrewall must be open.

Firewall between the Internet and the web server

All communication between the browser and the Interviewer Server Web Server (mrIWeb) and between the browser and the Accessories server defaults to using HTTP on port 80. If your web site runs SSL or uses a different port number, you can specify Services (IIS) Conﬁguration page during the installation procedure.

Firewall between the web server and the accesso ries server

When the Web Server needs to communicate with the Accessories server in order to access the image cache, and there is a ﬁrewall between the two machines, communication normally takes place using HTTP over port 80. The ﬁrewall must allow trafﬁc in both directions on this port. If your web site runs SSL or uses a different port number, you can specify this on the Internet Information Services (IIS) Conﬁguration page during the installation procedure.

this on the Internet Information

Firewall between the web server and the interviewing server

Communication between the Web Server (mrIWeb) and the Interviewer Server (mrIEng) usually takes place using SOAP over port 80. If your web site runs SSL or uses a different port number, you can specify this on the Internet Information Services (IIS) Conﬁguration page during the installation procedure.

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Chapter 3

Firewall betwee n the IBM SPSS Data Collection Interviewer Server/Accessories server and the data server

Communication between the Interviewer Server/Accessories server and the data server takes place using TCP on port 1433. This port must be opened before the installation begins, as the installation process writes to the data server.

If you have SQL running on a named instance, then the port number is dynamically assigned and could be something other than 1433. If you know which port number is being used, you should open this port rather than port 1433. If you do not know which port is being used (and for more information about named SQL instances in general) refer to

http://groups.google.nl/groups?q=connecting+to+second+SQL+instance+through+ﬁrewall&hl=nl&lr=&selm=uGv (http://groups.google.nl/groups?q=connecting+to+second+SQL+instance+through+ﬁrewall&hl=nl&lr=&selm=u

Firewall between the DPM servers in the cluster

Communication between DPM servers in a cluster takes place using TCP on port 65100.

Note: When implementing a cluster in a Windows Server 2008 environment, you must ensure that TCP port 65100 is open via the Windows ﬁrewall. Refer to you Windows Server 2008 documentation for information on opening ports.

Ports used by IBM SPSS Data Collection products

Default TCP/UDP Ports

80 (HTTP) 443 (HTTPS)

1433

5080

7000

65100

Product\Service

All Web Services (Interviewer Server Web Server, Accessorie s Server)

SQL Server (Data Server) If you have SQL running on a named instance, then the port

IBM® SPSS® Data Collection B ase Professional(for debugging survey scripts)

IBM® SPSS® Data Collection Dialer Refer to your Dialer documentation for instructions on changing

.NET Remoting for Scriptwriter Services/DPM Servers

Notes

If your web site runs SSL or uses a different port number, you can specify this on the Internet Information Services (IIS) Conﬁguration page during the installation proc edure.

number is dynamically assigned and could be something other than 1433

the default port.

If you want to use a different port, y ou may set it in th e registry key HKEY_LOCAL_MACHINE\SOFTWARE\SPSS \MRPropertyManagement\2.0\ Remoting\PortNo.

Note: When implementing a cluster in a Windows Server 2008 environment, you must ensure that TCP port 65100 is open via the Windows ﬁrewall. Refer to you Windows Server 2008 documentation for information on opening ports.

.

IBM SPSS Data Collection Interviewer Server installation information

Ports needed for domains

The following ports must be open in order to establish a domain trust or secure channel across a ﬁrewall. If there are hosts that have both client and server roles on both sides of the ﬁrewall, you may need to mirror these rules.

Note: These lists were obtained from the Microsoft document How to Conﬁgure a Firewall for Domains and Trusts (Q179442) and have not been tested.

On Windows, the following ports must be open.

Client Port(s) Server Port Service

1024-65535/TCP 135/TCP RPC. Note: There are

137/UDP 137/UDP

138/UDP 138/UDP NetBIOS Netlogon and Browsing

1024-65535/TCP 139/TCP NetBIOS Session

1024-65535/TCP 42/TCP WINS Replication

speciﬁc requirements for RPC communications beyond what is listed in the table. F or additional information about conﬁguring RPC communication for a ﬁrewall, refer to the Microsoft article Conﬁguring RPC Dynamic

Port Allocation to Work With a Firewall.

NetBIOS Name

33

Backing up your system

It is recommended that you back up or make images of all machines on which you will be installing IBM® SPSS® Data Collection Interviewer Server software before you run the installation program. This ensures that you will be able to go back to your current setup should anything go wrong. It also means that it will be easier to add extra machines into the cluster at a later date.

Installation procedures

The installation p rocedure varies depending on whether you are installing IBM® SPSS® Data Collection Interviewer Server on a single machine or on more than one machine.

Single machine installation. When you want to install all of the services onto a single machine, you

install from the DVD-ROM. Note that the Database Service can be located either on the same machine as Interviewer Server or on a central server.

Multiple machine installation. A typical installation consists of the following steps:

 First, you log in on the Primary DPM server and run the installation from the DVD-ROM

to create a site preparation ﬁle that names the machines on which the various services will be installed, and to set up a central installation folder on the server that can be used by other machines in the cluster. When the installation program ﬁnishes, you need to share this folder manually.

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Chapter 3



Then, for each of the machines named in the site preparation ﬁle, you run the installation from

the central installation directory. During these installations, most of the dialog boxes are completed automatically using the information in the site preparation ﬁle.

 Finally, you use the client installation on the DVD-ROM to install the Scriptwriter Service

onto machines that are not named in the site preparation ﬁle.

The installation procedure supports the following conﬁgurations:

 All servers and scriptwriter machines in one domain

The installation procedure uses Domain\Running User, Domain\Anonymous User, and Domain\IBM® SPSS® Data Collection Group to set up the Interviewer Server services and the database access group.

Note: The domain group cannot be a Local domain group. Domain groups must be created as Global, otherwise the DPM Server will not start after installation.

 All servers and scriptwriter machines in one workgroup

The Running and Anonymous Access users and the Data Collection group that you c hoose during the installation must exist on all servers (including the database server) and scriptwriter machines in the workgroup. The installation procedure uses LocalMachineName\Running User, LocalMachineName\Anonymous User, and LocalMachineName\Data Collection Group to set up the Interviewer Server services, and DBMachineName\Data Collection Group to set up the database access group.

 All servers except the database server in one domain and the database server in another domain

Domains must trust one another (that is, be bidirectional), so the users and group that you choose during the installation will be visible in both domains. The installation procedure uses Domain\Running User, Domain\Anonymous User, and Domain\Data Collection Group to set up the Interviewer Server services.

Note: The domain group cannot be a Local domain group. Domain groups must be created as Global, otherwise the DPM Server will not start after installation.

 All servers in one domain and all scriptwriter machines in another domain, or domain controller

installations with two domains

The domains must have a two-way trust or the server domain must trust the scriptwriter domain. The group that you choose during the installation procedure must exist on the server’s domain, and must be created as a domain local group,

not as the default global

security group. The users from both domains must be added as members of this domain local group. Domain local groups are supported in a native-mode domain only, not in a mixed-mode domain. The installation procedure treats this type of installation like one or other of the previous domain-based installations.

 All servers in a workgroup and scriptwriter machines in a domain

The Running and Anonymous Users and Data Collection Group must exist on all servers in the workgroup, and the scriptwriter domain user must be synchronized as a local user on the workgroup servers. The scriptwriter user must be added to the Data Collection Group on the servers. The installation procedure uses LocalMachineName\Running User and LocalMachineName\Data Collection Group to set up the Interviewer Server services, and DBMachineName\Data Collection Group to set up the database access group.

Installation flowchart

This ﬂowchart provides an overview of the questions you will be asked during the installation. Each box in the ﬂowchart corresponds to a d ialog box that is displayed by the installation program.

35

IBM SPSS Data Collection Interviewer Server installation information

36

Chapter 3

Figure 3-1

Installation Flowchart

Single machine installation

E LogonastheInstallingUser.

E Insert the DVD-ROM into the DVD-ROM drive.

Depending on your system conﬁguration, the AutoPlay feature may detect and start the installation program when you insert the DVD-ROM into the drive. If this does not happen, you can start the installation program manually, as follows:

 From the Windows Start menu, choose Run.  In the Run dialog box, type d:\autoplay where d:\ is the DVD-ROM drive.

This opens the IBM SPSS Data Collection Server 6.0.1 Installer window.

E From the IBM SPSS Data Collection Server 6.0.1 Installer window, choose Install IBM SPSS

Data Collection Server 6.0.1

This starts the IBM SPSS Data Collection Server 6.0.1 Setup wizard.

E Click Next on the Welcome screen.

E On the License Agreement screen, read the license agreement.

.

37

IBM SPSS Data Collection Interviewer Server installation information

E If you accept the agreement, click Yes .

E On the Select Features page, select the IBM® SPSS® Data Collection Interviewer Server option

and choose the appropriate services and utilities to be installed. Possible Interviewer Server options are as follows:

 Accessories Service. Installs the Accessories Service, including IBM® SPSS® Data

Collection Interviewer Server Administration.

 Interview Service. Installs the Interview Service.

 Web Service. Installs the Web Service.

 Load Tool. Installs the IBM® SPSS® Data Collection Load Tool utility.

Note: The services and utilities listed above are for use with the Interviewer Server. You can also choose to install other IBM SPSS Data Collection Server applications.

Starting with the IBM® SPSS® Data Collection 6 release, all application names have changed. The application names map as follows:

Old Application Name New Application Name

Interviewer Server\mrInterview Interviewer Server

Interviewer\Interview Player Phone Phone Interviews

Interviewer\Interview Player Web Web Interviews Remote Manager

Web Reports for Surveys\mrTables Survey Tabulation

Reports for Surveys\Reporter Survey R eporter Server Edition

Reports for Surveys Components\Dimensions Component Pack

N/A Author Server Edition

Remote Administration

Survey Reporter Developer Kit

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Chapter 3

E

On the Machine Conﬁguration page, choose Single Machine Install.

E On the Machine Settings page, enter a name for your Data Collection site and click Next.The

site name that you choose is displayed on the main Interviewer Server Administration page and can be any name of your choice.

E On the User and Group page, enter information about the user and group that should be used

for running the Interviewer Server services.

For each account, click

Domain if it is a domain account and enter the domain name in the box. If

the account is a workgroup account, click Workgroup.

Note: The domain group cannot be a Local domain group. Domain groups must be created as Global, otherwise the DPM Server will not start after installation.

In the

Username, Password and Group boxes, enter the name and password of the Running User

and the name of the Data Collection Group. Click Next after entering the appropriate information.

Note: The names that you enter must be valid names for the domain or workgroup on which you will be installing.

E On the Anonymous User page, enter the name and password of the Anonymous Access User that

you created. Click Domain if this is a domain user account or Workgroup if this is a workgroup user account. Click

E On the Database Setup page, enter the name of the database server on which you want to create

the Interviewer Server Data database and click

E On the DPM User Admin Details page, enter a name and password for the Interviewer Server

Next after entering the appropriate information.

Next.

Administration Administrator. You can also select whether or not to enable integrated Windows login. Refer to the topic “Conﬁguring for Single Sign-on” in the IBM® SPSS® Data Collection Developer Library 6.0.1 for more information on integrated Windows login.

Note: This user name is simply for accessing the Distributed Property Management (DPM) database to perform administrative tasks such as setting up Interviewer Server Administration users and roles, and managing access to Interviewer Server Administration ﬁles and applicatio

ns. It exists only in DPM. To avoid possible conﬂicts with other user names, the name that you choose should not match any existing NT user names on your system.

E On the Email Settings page, enter the name and port number of your Email SMTP server.

Alternatively, if you do not want to use the Email activity or do not have the required information at hand, click

I want to conﬁgure my email settings later. In either case, click Next to move to

the next page.

E On the Internet Information Services (IIS) Conﬁguration screen, the installation program detects

any web sites available on the instal If you want to use a Web site other than the default for your IBM Corp. applications, select it from the drop-down list.

The default ﬁle location f detects a folder called SPSSMR within the web site folder structure, you are prompted to install the ﬁles in this folder instead. If you want to install the ﬁles to a different location, click and choose the folder you

lation machine and displays them in the drop-down list box.

or the web site you have selected is displayed. If the installation program

Browse

want to use.

39

IBM SPSS Data Collection Interviewer Server installation information

Note: When selecting a non-default web site location on a 64-bit server, you cannot select a web

ﬁles location under C:\Program Files in the Internet Information Services (IIS) Conﬁguration dialog. For example, if you deﬁned a non-default web site named myWebSite, and its local path is C:\Program Files\myWebSite, you must select a web ﬁles location that is not located under C:\Program Files when you select myWebSite for the Data Collection folders and applications (you can instead select the location C:\Program Files (x86)).

The

Advanced button is available for advanced conﬁguration of your chosen web site. This allows

you to place Interviewer Server Administration in its own application pool so each process can be split across multiple application pools The operating system places a 2 GB restriction on processes in IIS. Put simply, splitting a process across application pools means it is possible to run larger processes. Refer to your IIS documentation for general information about application pools. If you want to use application pools, proceed as follows:

 Click Advanced.

This opens the Advanced IIS Conﬁguration screen.

 To place Interviewer Server Administration in its own application pool, select Use

“SPSSDimensionNetPool” application pool

. If you want processes to recycle and/or shut down after speciﬁc number of minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the Interviewer Server Administration process is recycled or shut down, anyone using Interviewer Server Administration activities at that time will have to restart their session in order to continue working.

 To place Interviewer Server in its own application pool, select Use “SPSSmrIntervie wPo ol ”

application pool

. If you want processes to recycle and/or shut down after so many minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the application process is recycled or shut down, anyone using Interviewer Server activities at that time will have to restart their session in order to continue working.

 Click Apply.

On the Internet Information Services (IIS) Conﬁguration screen, click

Next when you are ready to

continue.

Note: If you already installed Interviewer Server, the IIS conﬁguration settings are automatically inherited, so the Internet Information Services Conﬁguration screen will not appear.

E On the Choose Destination Location page, choose the folder in which you want to install

Interviewer Server. The default is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\. Click

Next.

E On the File Management Folder page, choose the location of the File Management root folder

(FMRoot). This is the folder in which the master copies of project ﬁ les created using Interviewer Server Administration or the Scriptwriter desktop activities will be stored, and it is from here that the interviewing machines will make local copies of these ﬁles.

The File Management root folder must be shared so that it is accessible by other machines. If you choose a folder on your current machine, the i nstallation procedure will create the share for you. If you choose a folder with a UNC pathname (that is, one that starts \\machine_name\...) this will be used as the shared folder. Click

Next.

40

Chapter 3

Note: You can create the File Management root folder on any machine as long as its share is visible to all machines running the Interviewing and Scriptwriter Services. The ideal location is a separate machine that acts as a ﬁle server rather than a machine running the Interviewing or Accessories service. This is because the File Management root folder is an integral part of most Interviewer Server Administration and Interviewer Server functionality, and needs to be available all the time that Interviewer Server Administration is running. You will need to manually share the speciﬁed UNC directory:

1. Navigate to and select the speciﬁed UNC d

2. Right-click the directory and select

3.

Select

Share this folder and enter SPSSMR_FMROOT in the Share name ﬁeld.

4. Click

5. Click

6. Select the

Permissions and select Full control for the Everyone group.

OK to save your changes.

Security tab, add the Interviewer Server group (only if it is not already present), and

Properties, t hen select the Sharing tab.

irectory.

select Full control for the Interviewer Server group.

7. Click

OK to save your changes.

If you install it on a machine that is running the Interviewing or Accessories service and you need to restart that machine, Interviewer Server Administration becomes effectively unusable by anyone on any other machine until the service machine has restarted.

Updating the registry after moving FMROOT

If you change the location of the FMROOT in DPM Explorer post installation, you must also update the associated registry entries to match the DPM Explorer values. If the environment is a cluster environment, you must update the registry entries on all clustered accessory servers, IBM® SPSS® Data Collection Survey Tabulation servers and IBM® SPSS® Data Collection Survey Reporter servers. The mapping of DPM properties and registry entries is as follows:

DPM Property

FileMgt_RootFolderLocalPath HKEY_LOCAL_MACHINE\SOFTWARE\SPSS\DimensionNet \

FileMgt_RootFolderUNC HKEY_LOCAL_MACHINE\SOFTWARE\SPSS\DimensionNet \InstallOptions

E The Choose the location of Interviewer Server Project and Source ﬁles page allows

you to specify the folder that you want to create for storing the project and source ﬁles that the Interview Services use for running interviews. When a scriptwriter activates a project, the activation program copies the questionnaire ﬁle and the templates into the

Registry Entry

InstallOptions\FMRoot_Local and \HKEY_LOCAL_MACHINE\Software\SPSS\mrInterview \3 \InstallOptions\FMRoot_Local

\FMRoot_UNC and \HKEY_LOCAL_MACHINE\Software\SPSS\mrInterview\3 \InstallOptions\FMRoot_UNC

IBM SPSS Data Collection Interviewer Server installation information

Projects folder so that they are available for interviewing. The default project folder is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\Interviewer. Click

E On the FIPS 140-2 Compliance page, select whether or not the installation will be conﬁgured for

Next to continue.

FIPS 140-2 compliance. FIPS 140-2 is a U.S. government computer security standard used to accredit cryptographic modules. Refer to the National Institute of Standards and Technology

(http://csrc.nist.gov/groups/STM/cmvp/standards.html#02) website for more information.

Note:Whenconﬁguring for FIPS 140-2 compliance in the Windows Server 2008 environment, you must ﬁrst install a Microsoft hotﬁx. Failure to install the hotﬁx may result in problems when using the Interviewer Server Administration User Administration activity. Refer to the Microsoft

support article “FIX: You cannot run an ASP.NET 3.5-based application that uses a ScriptManager control” (http://support.microsoft.com/kb/981119) for more information.

Configure for FIPS 140-2 Compliance. If your system is already conﬁgured to be FIPS 140-2

compliant prior to installation, the installation process will not let you deselect the Conﬁgure for FIPS 140-2 Compliance option. If you no do not want the installed applications to be FIPS 140-2

compliant, you must manually set a Windows System cryptography setting to disabled:

1. From the Windows Control panel, select:

Administrative Tools > Local Security Policy > Local Policies (located in the left panel) > Security Options (l ocated in the left panel) > Syste m cryptography: Use FIPS compliant a lgorithms... (located in the right panel)

41

2. Double-click the System cryptography: Use FIPS compliant algorithms... policy and select Disabled.

For new installations, the SHA-1 hash function algorithm is used regardless of whether or not Conﬁgure for FIPS 140-2 Compliance is enabled; for upgrade installations, the following rules apply:

 If FIPS 140-2 is enabled, all existing user information from the previous version is upgraded

in the following steps:

– The original, encrypted user passwords are archived to a setup log ﬁle.

– New user passwords are randomly assigned and saved to a setup log ﬁle. The log ﬁle is located at: C:\Program Files\Common Files\IBM\SPSS\DataCollection\6\\Installer\NewPassword.logInterviewer Server Administration administrators can supply users these new, temporary passwords in a manner that is in accordance with their business practices.

–TheMustChangePasswordAtNextLogin setting is enabled, which forces users to change their passwords at next login.

 When upgrading on a server that is currently not conﬁgured for FIPS 140-2, you are presented

with the option to reset user passwords:

– If you choose to reset user passwords, the SHA-1 hash function algorithm is employed.

– If you choose to not reset user passwords, the server will continue to use the MD5 hash function algorithm.

 Keep the following points in mind when modifying an existing installation:

– When changing Conﬁgure for FIPS 140-2 Compliance from enabled to disabled, the SHA-1 hash function algorithm will continue to be employed.

42

Chapter 3

– When changing Conﬁgure for FIPS 140-2 Compliance from disabled to enabled, the parameters outlined in the ﬁrst bullet point are employed.

Refer to the National Institute of Standards and Technology

(http://csrc.nist.gov/groups/STM/cmvp/standards.html#02) website for more information

regarding FIPS 140-2.

Notes: When FIPS 140-2 is conﬁgured for IBM SPSS Data Collection products, the applications adhere to the password protection security protocols that are deﬁned on the Interviewer Server. For example, if the Interviewer Server is conﬁgured for MD5 security, the client-side applications will also use MD5 security for password protection, regardless of whether or not the

FIPS 140-2 Compliance

setting was selected during installation.

Conﬁgure for

When Microsoft .NET Framework 3.5 SP1 is installed on a computer that is running Windows 7 or Windows Server 2008 R2, and FIPS en

abled, you cannot run an ASP.NET 3.5-based application that u se a ScriptManager control. You can download a Microsoft Hotﬁx

(https://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=27494)

that addresses this issue.

E The Start Copying Files page lists the services you have chosen to install and the name of the

database server you have chosen to use. If these settings are correct, click and step back through the pages to make the necessary changes.

During the installation process you may see a number of DOS windows open and close. This is expected behavior and can be ignored.

E When the installation has ﬁnished, choose whether to restart your machine now or later and click

Finish. If you want to run the post-installation steps straight away you must restart your machine

now.

E To complete the installation, you now need to perform the post-installation tasks.

Cluster installation

When you install onto more than one machine you typically follow these steps:

E First, log in to the server that will host the Accessories Service and createasitepreparationﬁle

.Thisﬁle names the machines on which the various services will be installed, and sets up a central site preparation folder that can be used by other machines in the cluster. The installation procedure installs not only the services you choose for the machine you have logged in to, but also the project management components. This machine becomes the Primary DPM server.

Next. If not, click Back

E Secondly, on each of the machines named in the site preparation ﬁle, run the installation program

from the site preparation folder. Always install onto your Accessories servers ﬁrst, followed by all Interviewing servers, and ﬁnally all Web servers.

What’s installed where?

43

IBM SPSS Data Collection Interviewer Server installation information

Software Web Servers Interviewing

IBM® SPSS ® Data Collecti Data Model

DPM No Yes Yes No

IBM® SPSS ® Data Collection Interviewer Server Administration and activities

Activate client component

Activate s erver component

Quota

Interviewing components

Web components

Image cache

No Yes Yes No Yes

on

No No Yes No No

No No Yes No Yes

No Yes Yes No No

No Yes Yes No Yes NoYesNoNoNo

YesNoNoNoNo

Yes No Yes No No

Servers

Creating the site preparation file and folder

Accessories Servers

Database Servers

Scriptwriters’ machines

Yes (partial)

Note: The site preparation ﬁle must identify servers by name not by IP address. The names must be actual machine names and not domain names, aliases, or any o ther name. If the servers are notpartofadomainyouwillneedtocreateahosts ﬁle on each server so that each IP address is associated with a name that you can use in the site preparation ﬁle. If you use IP addresses, you will not be able to enter the server license code when you use the site preparation ﬁle to install the IBM® SPSS® Data Collection Interviewer Server services on the servers.

E LogonastheInstallingUser.

E Insert the DVD-ROM into the DVD-ROM drive.

Depending on your system conﬁguration, the AutoPlay feature may detect and start the installation program when you insert the DVD-ROM into the drive. If this does not happen, you can s

tart

the installation program manually, as follows:

 From the Windows Start menu, choose Run.  In the Run dialog box, type d:\autoplay where d:\ is the DVD-ROM drive.

This opens the IBM SPSS Data Collection Server 6.0.1 Installer window.

E From the IBM SPSS Data Collection Server 6.0.1 Installer window, choose Install IBM SPSS

Data Collection Server 6.0.1

.

This starts the IBM SPSS Data Collection Server 6.0.1 Setup wizard.

E Click Next on the Welcome screen.

44

Chapter 3

E

On the License Agreement screen, read the license agreement.

E If you accept the agreement, click Yes .

E On the Select Features page, select the Interviewer Server option and choose the appropriate

services and utilities to be installed. Possible Interviewer Server options are as follows:

 Accessories Service. Installs the Accessories Service, including IBM® SPSS® Data

Collection Interviewer Server Administration.

 Interview Service. Installs the Interview Service.

 Web Service. Installs the Web Service.

 Load Tool. Installs the IBM® SPSS® Data Collection Load Tool utility.

Note: The services and utilities listed above are for use with the Interviewer Server. You can also choose to install other IBM SPSS Data Collection Server applications.

Starting with the IBM® SPSS® Data Collection 6 release, all application names have changed. The application names map as follows:

Old Application Name New Application Name

Interviewer Server\mrInterview Interviewer Server

Interviewer\Interview Player Phone Phone Interviews

Interviewer\Interview Player Web Web Interviews Remote Manager

Web Reports for Surveys\mrTables Survey Tabulation

Reports for Surveys\Reporter Survey R eporter Server Edition

Reports for Surveys Components\Dimensions Component Pack

N/A Author Server Edition

Remote Administration

Survey Reporter Developer Kit

E On the Machine Conﬁguration page, choose Cluster Install.

E On the Machine Settings page, enter a name for your Data Collection site and click Next.The

site name that you choose is displayed on the main Interviewer Server Administration page and can be any name of your choice.

E On the Site Install Destination page, enter the name of the site preparation folder. The default

is c:\mrInterviewSiteInstallation. Click

E On the Cluster Machines page, enter the names of the machines that will host the Interview,

Web, and Accessories Services. You can also specify the IBM® SPSS® Data Collection Survey Tabulation, IBM® SPSS® Data Collection Survey Reporter Server Edition, and IBM® SPSS® Data Collection Author Server Edition server names if you selected to also install the applications. The names must be machine names (not domain names, aliases, IP addresses, or any other name). Lists of names must be separated with semicolons. If you want to communicate using a port other than the default port 80 or you want to use SSL for greater security, click as follows. Otherwise, click

Next.

Advanced and proceed

Next.

IBM SPSS Data Collection Interviewer Server installation information



When you click Advanced, the Advanced Cluster Conﬁguration dialog box lists the names of

the servers you speciﬁed on the previous page. For each server shown, enter the port number you want to use and, if you want to use SSL, check the SSL box. Your changes are saved automatically as soon as you make them.

 To enter speciﬁcations for a different server, select it from the appropriate drop-down list and

then change the port number and/or SSL setting as necessary.

 Click Apply.

 On the Question dialog box, click Yes if all the URLs shown are correct or No if you want

to make further changes.

 When you are ready to continue, click Next.

E On the Cluster Server Selection page, choose the names of the machines that will run the

Interviewing Web, Image Cache Web, and (if appropriate) Phone Interviewer services. Click

45

Next.

Select the

Conﬁgure multiple instances for the Web, Accessory, and Interviewing tiers option if you

want to conﬁgure multiple virtual directories, session engines, and Web services. Depending on what you chose to install on the Select Features page, you may be presented with a combination of the Interviewer Server Administration Virtual Directory Conﬁguration, Interview Session Engine Conﬁguration, and Interview Web Service Conﬁguration dialogs.

If you selected to install any of the following features, you are presented with the Interviewer Server Administration Virtual Directory Conﬁguration dialog that provides options for conﬁguring the number of virtual directories that will be installed per server:

 Accessories Service

 Phone Interviews

 Remote Administration

 Survey Tabulation

 Survey Reporter Server Edition

 Author Server Edition

IfyouselectedtoinstalltheInterview Service feature, the Interview Session Engine Conﬁguration dialog displays and provides options for conﬁguring the number of session engines for the selected Interviewer Servers.

IfyouselectedtoinstalltheWeb Service feature, the Interview Web Service Conﬁguration dialog displays and provides options for conﬁguring the number of Web services for the selected Web serve r s .

For more information, see the topic Virtual directory, session engine, and Web service registration on p. 69.

46

Chapter 3

E

On the Data Collection User and Group page, enter the name and password of the Running User and the name of the Data Collection Group. Click

Next after entering the appropriate information.

Note: The names that you enter must be valid names for the domain or workgroup on which you are installing.

E On the Anonymous User page, enter the name and password of the Anonymous Access User that

you created. Click Domain if this is a domain user account or Workgroup if this is a workgroup user account. Click Next after entering the appropriate information.

E On the Database Setup page, enter the name of the database server on which you want to create

the Interviewer Server Data database and click

E On the DPM User Admin Details page, enter a name and password for the Interviewer Server

Next.

Administration Administrator. You can also select whether or not to enable integrated Windows login. Refer to the topic “Conﬁguring for Single Sign-on” in the IBM® SPSS® Data Collection Developer Library 6.0.1 for more information on integrated Windows login.

Note: This user name is simply for accessing the Distributed Property Management (DPM) database to perform administrative tasks such as setting up Interviewer Server Administration users and roles, and managing access to Interviewer Server Administration ﬁles and applications. It exists only in DPM. To avoid possible conﬂicts with other user names, the name that you choose should not match any existing NT user names on your system.

E On the Email Settings page, enter the name and port number of your Email SMTP server.

Alternatively, if you do not want to use the Email activity or do not have the required information at hand, click I want to conﬁgure my email settings later. In either case, click Next to move to the next page.

E On the Internet Information Services (IIS) Conﬁguration screen, the installation program detects

any web sites available on the installation mac

hine and displays them in the drop-down list box. If you want to use a Web site other than the default for your IBM Corp. applications, select it from the drop-down list.

The default ﬁle location for the web site you have selected is displayed. If the installation program detects a folder called SPSSMR within the web site folder structure, you are prompted to install the ﬁles in this folder instead. If you want to install the ﬁles to a different location, click

Browse

andchoosethefolderyouwanttouse.

Note: When selecting a non-default web site location on a 64-bit server, you cannot select a web ﬁles location under C:\Program Files in the Internet Information Services (IIS) Conﬁguration dialog. For example, if you deﬁned a non-default web site named myWebSite, and its local path is C:\Program Files\myWebSite, you must select a web ﬁles location that is not located under C:\Program Files when you select myWebSite for the Data Collection folders and applications (you can instead select the location C:\Program Files (x86)).

The Advanced button is available for advanced conﬁguration of your chosen web site. This allows you to place Interviewer Server Administration in its own application pool so each process can be split across multiple application pools The operating system places a 2 GB restriction on processes in IIS. Put simply, splitting a process across application pools means it is possible to run larger

IBM SPSS Data Collection Interviewer Server installation information

processes. Refer to your IIS documentation for general information about application pools. If you want to use application pools, proceed as follows:

 Click Advanced.

This opens the Advanced IIS Conﬁguration screen.

 To place Interviewer Server Administration in its own application pool, select Use

“SPSSDimensionNetPool” application pool

. If you want processes to recycle and/or shut down after speciﬁc number of minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the Interviewer Server Administration process is recycled or shut down, anyone using Interviewer Server Administration activities at that time will have to restart their session in order to continue working.

 To place Interviewer Server in its own application pool, select Use “SPSSmrIntervie wPo ol ”

application pool

. If you want processes to recycle and/or shut down after so many minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the application process is recycled or shut down, anyone using Interviewer Server activities at that time will have to restart their session in order to continue working.

 Click Apply.

47

On the Internet Information Services (IIS) Conﬁguration screen, click

Next when you are ready to

continue.

Note: If you already installed Interviewer Server, the IIS conﬁguration settings are automatically inherited, so the Internet Information Services Conﬁguration screen will no

E On the Choose Destination Location page, choose the folder in which you want to install

tappear.

Interviewer Server. The default is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\. Click

Next.

E On the File Management Folder page, choose the location of the File Management root folder

(FMRoot). This is the folder in which the master copies of project ﬁ les created using Interviewer Server Administration or the Scriptwriter desktop activities will be stored, and it is from here that the interviewing machines will make local copies of these ﬁles.

The File Management root folder must be shared so that it is accessible by other machines. If you choose a folder on your current machine, the i nstallation procedure will create the share for you. If you choose a folder with a UNC pathname (that is, one that starts \\machine_name\...) this will be used as the shared folder. Click

Next.

Note: You can create the File Management root folder on any machine as long as its share is visible to all machines running the Interviewing and Scriptwriter Services. The ideal location is a separate machine that acts as a ﬁle server rather than a machine running the Interviewing o Accessories service. This is because the File Management root folder is an integral part of most Interviewer Server Administration and Interviewer Server functionality, and needs to be available all the time that Interviewer Server Administration is running. You will need to manuall

yshare

the speciﬁed UNC directory:

r

1. Navigate to and select the speciﬁed UNC directory.

2. Right-click the directory and select

Properties, t hen select the Sharing tab.

48

Chapter 3

3.

4. Click

5. Click

6. Select the

7. Click

Share this folder and enter SPSSMR_FMROOT in the Share name ﬁeld.

Select

Permissions and select Full control for the Everyone group.

OK to save your changes.

Security tab, add the Interviewer Server group (only if it is not already present), and

Full control for the Interviewer Server group.

select

OK to save your changes.

If you install it on a machine that is running the Interviewing or Accessories service and you need to restart that machine, Interviewer Server Administration becomes effectively unusable by anyone on any other machine until the service machine has restarted.

Updating the registry after moving FMROOT

If you change the location of the FMROOT in DPM Explorer post installation, you must also update the associated registry entries to match the DPM Explorer values. If the environment is a cluster environment, you must update the registry entries on all clustered accessory servers, Survey Tabulation servers and IBM® SPSS® Data Collection Survey Reporter servers. The mapping of DPM properties and registry entries is as follows:

DPM Property

FileMgt_RootFolderLocalPath HKEY_LOCAL_MACHINE\SOFTWARE\SPSS\DimensionNet \

FileMgt_RootFolderUNC HKEY_LOCAL_MACHINE\SOFTWARE\SPSS\DimensionNet \In

Registry Entry

InstallOptions\FMRoot_Local and \HKEY_LOCAL_MACHINE\Software\SPSS\mrInterview \3 \InstallOptions\FMRoot_Local

\FMRoot_UNC and \HKEY_LOCAL_MACHINE\Software\SPSS\mrInterview\3 \InstallOptions\FMRoot_UNC

stallOptions

E The Choose the location of Interviewer Server Project and Source ﬁles page allows

you to specify the folder that you want to create for storing the project and source ﬁles that the Interview Services use for running interviews. When a scriptwriter activates a project, the activation program copies the questionnaire ﬁle and the templates into the Projects folder so that they are available for interviewing. The default project folder is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\Interviewer. Click

Note:Whenconﬁguring for FIPS 140-2 compliance in the Windows Server 2008 environment, you must ﬁrst install a Microsoft hotﬁx. Failure to install the hotﬁx may result in problems when using the Interviewer Server Administration User Administration activity. Refer to the Microsoft

support article “FIX: You cannot run an ASP.NET 3.5-based application that uses a ScriptManager control” (http://support.microsoft.com/kb/981119) for more information.

E On the FIPS 140-2 Compliance page, select whether or not the installation will be conﬁgured for

FIPS 140-2 compliance. FIPS 140-2 is a U.S. government computer security standard used to accredit cry

ptographic modules. Refer to the National Institute of Standards and Technology

(http://csrc.nist.gov/groups/STM/cmvp/standards.html#02) website for more information.

Next to continue.

IBM SPSS Data Collection Interviewer Server installation information

Configure for FIPS 140-2 Compliance. If your system is already conﬁgured to be FIPS 140-2

compliant prior to installation, the installation process will not let you deselect the Conﬁgure for FIPS 140-2 Compliance option. If you no do not want the installed applications to be FIPS 140-2

compliant, you must manually set a Windows System cryptography setting to disabled:

1. From the Windows Control panel, select:

Administrative Tools > Local Security Policy > Local Policies (located in the left panel) > Security Options (l ocated in the left panel) > Syste m cryptography: Use FIPS compliant a lgorithms... (located in the right panel)

2. Double-click the System cryptography: Use FIPS compliant algorithms... policy and select Disabled.

For new installations, the SHA-1 hash function algorithm is used regardless of whether or not Conﬁgure for FIPS 140-2 Compliance is enabled; for upgrade installations, the following rules apply:

 If FIPS 140-2 is enabled, all existing user information from the previous version is upgraded

in the following steps:

– The original, encrypted user passwords are archived to a setup log ﬁle.

– New user passwords are randomly assigned and saved to a setup log ﬁle. The log ﬁle is located at: C:\Program Files\Common Files\IBM\SPSS\DataCollection\6\\Installer\NewPassword.logInterviewer Server Administration administrators can supply users these new, temporary passwords in a manner that is in accordance with their business practices.

–TheMustChangePasswordAtNextLogin setting is enabled, which forces users to change their passwords at next login.

 When upgrading on a server that is currently not conﬁgured for FIPS 140-2, you are presented

with the option to reset user passwords:

– If you choose to reset user passwords, the SHA-1 hash function algorithm is employed.

49

– If you choose to not reset user passwords, the server will continue to use the MD5 hash function algorithm.

 Keep the following points in mind when modifying an existing installation:

– When changing Conﬁgure for FIPS 140-2 Compliance from enabled to disabled, the SHA-1 hash function algorithm will continue to be employed.

– When changing Conﬁgure for FIPS 140-2 Compliance from disabled to enabled, the parameters outlined in the ﬁrst bullet point are employed.

Refer to the National Institute of Standards and Technology

(http://csrc.nist.gov/groups/STM/cmvp/standards.html#02) website for more information

regarding FIPS 140-2.

Notes:WhenFIPS140

-2 is conﬁgured for IBM SPSS Data Collection products, the applications adhere to the password protection security protocols that are deﬁned on the Interviewer Server. For example, if the Interviewer Server is conﬁgured for MD5 security, the client-side applications will also use MD5 se

FIPS 140-2 Compliance

curity for password protection, regardless of whether or not the

setting was selected during installation.

Conﬁgure for

50

Chapter 3

When Microsoft .NET Framework 3.5 SP1 is installed on a computer that is running Windows 7 or Windows Server 2008 R2, and FIPS enabled, you cannot run an ASP.NET 3.5-based application that u se a ScriptManager control. You can download a Microsoft Hotﬁx

(https://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=27494)

that addresses this issue.

E The Start Copying Files page displays the name of the folder in which the site preparation ﬁle

will be created. If this is correct, click

Next. If not, click Back and step back through the pages to

make the necessary changes.

E When the installation has ﬁnished, you need to share the mrInterviewSiteInstallation folder

manually. To do this, proceed as follows.

 In Windows Explorer, browse to the mrInterviewSiteInstallation folder, right-click and choose

Properties.

 On the Sharing tab, select Share this folder.

 Click Permissions and add the Installing User and the Data Collection Group.

E If the installation procedure prompted you to reboot and you chose not to do so at that point,

reboot now.

Installing the IBM SPSS Data Collection Interviewer Server services on each machine named in the site preparation file

The ﬁrst machine on which you install IBM® SPSS® Data Collection Interviewer Server must be one that runs the Accessori all Accessories servers, all Interview servers, all Web servers.

E LogonastheInstallingUser.

E In Windows Explorer, browse to the network directory in which the site preparation ﬁle was

created.

E Double-click the AutoPlay ﬁle (autoplay.exe).

This opens the IBM SPSS Data Collection Server 6.0.1 Installer window.

E From the IBM SPSS Data Collection Server 6.0.1 Installer window, choose Install IBM SPSS

Data Collection Server 6.0.1

This starts the IBM SPSS Data Collection Server 6.0.1 Setup wizard.

E Click Next on the Welcome screen.

E On the License Agreement screen, read the license agreement.

E If you accept the agreement, click Yes .

es Service. We recommend that you install in the following order:

.

E On the Select Features page, choose the services and utilities to be installed, and then click Next.If

you are installing onto a machine that will be running the Accessories Service and you want to use the

IBM® SPSS® Data Collection Interviewer Phone and/or IBM® SPSS® Data Colle ction Remote

Administration

, select those options as well. Click Next after selecting the appropriate options.

51

IBM SPSS Data Collection Interviewer Server installation information

Select the Conﬁgure multiple instances for the Web, Accessory, and Interviewing tiers option if you want to conﬁgure multiple virtual directories, session engines, and Web services. Depending on what you chose to install on the Select Features page, you may be presented with a combination of the Interviewer Server Administration Virtual Directory Conﬁguration, Interview Session Engine Conﬁguration, and Interview Web Service Conﬁguration dialogs.

If you selected to install any of the following features, you are presented with the Interviewer Server Administration Virtual Directory Conﬁguration dialog that provides options for conﬁguring the number of virtual directories that will be installed per server:

 Accessories Service

 Phone Interviews

 Remote Administration

 Survey Tabulation

 Survey Reporter Server Edition

 Author Server Edition

IfyouselectedtoinstalltheInterview Service feature, the Interview Session Engine Conﬁguration dialog displays and provides options for conﬁguring the number of session engines for the selected Interviewer Servers.

IfyouselectedtoinstalltheWeb Service feature, the Interview Web Service Conﬁguration dialog displays and provides options for conﬁguring the number of Web services for the selected Web serve r s .

For more information, see the topic Virtual directory, session engine, and Web service registration on p. 69.

E The Permissions Settings page opens showing the names of the Running User and the IBM®

SPSS® Data Collection Group speciﬁed in the site preparation ﬁle. Enter the password for the Running User and click

E The Anonymous User page opens showing the name of the Anonymous User speciﬁed in the site

preparation ﬁle. Enter the password for the Anonymous User and click

E On the DPM User Admin Details page, enter the user name and password for the IBM® SPSS®

Next.

Data Collection Interviewer Server Administration Administrator that you speciﬁed when creating the site preparation ﬁle.

E On the Internet Information Services (IIS) Conﬁguration screen, the installation program detects

any web sites available on the installation machine and displays them in the drop-down list box. If you want to use a Web site other than the default for your IBM Corp. applications, select it from the drop-down list.

The default ﬁle location for the web site you have selected is displayed. If the installation program detects a folder called SPSSMR within the web site folder structure, you are prompted to install the ﬁles in this folder instead. If you want to install the ﬁles to a different location, click Browse andchoosethefolderyouwanttouse.

52

Chapter 3

Note: When selecting a non-default web site location on a 64-bit server, you cannot select a web

ﬁles location under C:\Program Files in the Internet Information Services (IIS) Conﬁguration dialog. For example, if you deﬁned a non-default web site named myWebSite, and its local path is C:\Program Files\myWebSite, you must select a web ﬁles location that is not located under C:\Program Files when you select myWebSite for the Data Collection folders and applications (you can instead select the location C:\Program Files (x86)).

The Advanced button is available for advanced conﬁguration of your chosen web site. This allows you to place Interviewer Server Administration in its own application pool so each process can be split across multiple application pools The operating system places a 2 GB restriction on processes in IIS. Put simply, splitting a process across application pools means it is possible to run larger processes. Refer to your IIS documentation for general information about application pools. If you want to use application pools, proceed as follows:

 Click Advanced.

This opens the Advanced IIS Conﬁguration screen.

 To place Interviewer Server Administration in its own application pool, select Use

“SPSSDimensionNetPool” application pool

. If you want processes to recycle and/or shut down after speciﬁc number of minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the Interviewer Server Administration process is recycled or shut down, anyone using Interviewer Server Administration activities at that time will have to restart their session in order to continue working.

 To place Interviewer Server in its own application pool, select Use “SPSSmrIntervie wPo ol ”

application pool

. If you want processes to recycle and/or shut down after so many minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the application process is recycled or shut down, anyone using Interviewer Server activities at that time will have to restart their session in order to continue working.

 Click Apply.

On the Internet Information Services (IIS) Conﬁguration screen, click

Next when you are ready to

continue.

Note: If you already installed Interviewer Server, the IIS conﬁguration settings are automatically inherited, so the Internet Information Services Conﬁguration screen will not appear.

Note: The Internet Information Services Conﬁguration page appears only if the machine you are installing on is an Accessories server.

E On the Choose Destination Location page, choose the folder in which you want to install

Interviewer Server. The default is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\. Click

Next.

E On the File Management Folder page, choose the location of the File Management root folder

(FMRoot). This is the folder in which the master copies of project ﬁ les created using Interviewer Server Administration or the Scriptwriter desktop activities will be stored, and it is from here that the interviewing machines will make local copies of these ﬁles.

IBM SPSS Data Collection Interviewer Server installation information

The File Management root folder must be shared so that it is accessible by other machines. If you choose a folder on your current machine, the i nstallation procedure will create the share for you. If you choose a folder with a UNC pathname (that is, one that starts \\machine_name\...) this will be used as the shared folder. Click

Next.

Note: You can create the File Management root folder on any machine as long as its share is visible to all machines running the Interviewing and Scriptwriter Services. The ideal location is a separate machine that acts as a ﬁle server rather than a machine running the Interviewing or Accessories service. This is because the File Management root folder is an integral part of most Interviewer Server Administration and Interviewer Server functionality, and needs to be available all the time that Interviewer Server Administration is running. You will need to manually share the speciﬁed UNC directory:

1. Navigate to and select the speciﬁed UNC directory.

53

2. Right-click the directory and select

3.

Select

Share this folder and enter SPSSMR_FMROOT in the Share name ﬁeld.

4. Click

Permissions and select Full control for the Everyone group.

Properties, t hen select the Sharing tab.

5. Click OK to save your changes.

6. Select the select

7. Click

Security tab, add the Interviewer Server group (only if it is not already present), and

Full control for the Interviewer Server group.

OK to save your changes.

If you install it on a machine that is running the Interviewing or Accessories service and you need to restart that machine, Interviewer Server Administration becomes effectively unusable by anyone on any other machine until the service machine has restarted.

Updating the registry after moving FMROOT

If you change the location of the FMROOT in DPM Explorer post installation, you must also update the associated registry entries to match the DPM Explorer values. If the environment is a cluster environment, you must update the registry entries on all clustered accessory servers, IBM® SPSS® Data Collection Survey Tabulation servers and IBM® SPSS® Data Collection Survey Reporter servers. The mapping of DPM properties and registry entries is as follows:

DPM Property

FileMgt_RootFolderLocalPath HKEY_LOCAL_MACHINE\SOFTWARE\SPSS\DimensionNet \

FileMgt_RootFolderUNC HKEY_LOCAL_MACHINE\SOFTWARE\SPSS\DimensionNet \InstallOptions

Registry Entry

InstallOptions\FMRoot_Local and \HKEY_LOCAL_MACHINE\Software\SPSS\mrInterview \3 \InstallOptions\FMRoot_Local

\FMRoot_UNC and \HKEY_LOCAL_MACHINE\Software\SPSS\mrInterview\3 \InstallOptions\FMRoot_UNC

54

Chapter 3

E

The Choose the location of Interviewer Server Project and Source ﬁles page allows you to specify the folder that you want to create for storing the project and source ﬁles that the Interview Services use for running interviews. When a scriptwriter activates a project, the activation program copies the questionnaire ﬁle and the templates into the Projects folder so that they are available for interviewing. The default project folder is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\Interviewer. Click

E On the FIPS 140-2 Compliance page, select whether or not the installation will be conﬁgured for

Next to continue.

FIPS 140-2 compliance. FIPS 140-2 is a U.S. government computer security standard used to accredit cryptographic modules. Refer to the National Institute of Standards and Technology

(http://csrc.nist.gov/groups/STM/cmvp/standards.html#02) website for more information.

Note:Whenconﬁguring for FIPS 140-2 compliance in the Windows Server 2008 environment, you must ﬁrst install a Microsoft hotﬁx. Failure to install the hotﬁx may result in problems when using the Interviewer Server Administration User Administration activity. Refer to the Microsoft

support article “FIX: You cannot run an ASP.NET 3.5-based application that uses a ScriptManager control” (http://support.microsoft.com/kb/981119) for more information.

Configure for FIPS 140-2 Compliance. If your system is already conﬁgured to be FIPS 140-2

compliant prior to installation, the installation process will not let you deselect the Conﬁgure for FIPS 140-2 Compliance option. If you no do not want the installed applications to be FIPS 140-2

compliant, you must manually set a Windows System cryptography setting to disabled:

1. From the Windows Control panel, select:

Administrative Tools > Local Security Policy > Local Policies (located in the left panel) > Security Options (l ocated in the left panel) > Syste m cryptography: Use FIPS compliant a lgorithms... (located in the right panel)

2. Double-click the System cryptography: Use FIPS compliant algorithms... policy and select Disabled.

For new installations, the SHA-1 hash function algorithm is used regardless of whether or not Conﬁgure for FIPS 140-2 Compliance is enabled; for upgrade installations, the following rules apply:

 If FIPS 140-2 is enabled, all existing user information from the previous version is upgraded

in the following steps:

– The original, encrypted user passwords are archived to a setup log ﬁle.

– New user passwords are randomly assigned and saved to a setup log ﬁle. The log ﬁle is located at: C:\Program Files\Common Files\IBM\SPSS\DataCollection\6\\Installer\NewPassword.logInterviewer Server Administration administrators can supply users these new, temporary passwords in a manner that is in accordance with their business practices.

–TheMustChangePasswordAtNextLogin setting is enabled, which forces users to change their passwords at next login.

 When upgrading on a server that is currently not conﬁgured for FIPS 140-2, you are presented

with the option to reset user passwords:

– If you choose to reset user passwords, the SHA-1 hash function algorithm is employed.

55

IBM SPSS Data Collection Interviewer Server installation information

– If you choose to not reset user passwords, the server will continue to use the MD5 hash function algorithm.

 Keep the following points in mind when modifying an existing installation:

– When changing Conﬁgure for FIPS 140-2 Compliance from enabled to disabled, the SHA-1 hash function algorithm will continue to be employed.

– When changing Conﬁgure for FIPS 140-2 Compliance from disabled to enabled, the parameters outlined in the ﬁrst bullet point are employed.

Refer to the National Institute of Standards and Technology

(http://csrc.nist.gov/groups/STM/cmvp/standards.html#02) website for more information

regarding FIPS 140-2.

Notes: When FIPS 140-2 is conﬁgured for IBM SPSS Data Collection products, the applications adhere to the password protection security protocols that are deﬁned on the Interviewer Server. For example, if the Interviewer Server is conﬁgured for MD5 security, the client-side applications will also use MD5 security for password protection, regardless of whether or not the

FIPS 140-2 Compliance

setting was selected during installation.

Conﬁgure for

When Microsoft .NET Framework 3.5 SP1 is installed on a computer that is running Windows 7 or Windows Server 2008 R2, and FIPS enabled, you cannot run an ASP.NET 3.5-based application that use a ScriptMa

(https://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=27494)

that addresses this issue.

E The Start Copying Files page displays details about what will be installed and where. If this is

correct, click Next. If not, click Back and step back through the pages to make the necessary changes.

E Reboot the computer if prompted to do so.

E Perform the post-installation tasks.

Cluster installation

When you install onto more than one machine you typically follow these steps:

E First, log in to the server that will host the Accessories Service and createasitepreparationﬁle

.Thisﬁle names the machines on which the various services will be installed, and sets up a central site preparation folder that can be used by other machines in the cluster. The installation procedure installs not only the services you choose for the machine you have logged in to, but also the project management components. This machine becomes the Primary DPM server.

nager control. You can download a Microsoft Hotﬁx

E Secondly, on each of the machines named in the site preparation ﬁle, run the installation program

from the site preparation folder. Always install onto your Accessories servers ﬁrst, followed by all Interviewing servers, and ﬁnally all Web servers.

56

Chapter 3

What’s installed where?

Software Web Servers Interviewing

IBM® SPSS ® Data Collecti Data Model

DPM No Yes Yes No

IBM® SPSS ® Data Collection Interviewer Server Administration and activities

Activate client component

Activate s erver component

Quota

Interviewing components

Web components

Image cache

No Yes Yes No Yes

on

No No Yes No No

No No Yes No Yes

No Yes Yes No No

No Yes Yes No Yes NoYesNoNoNo

YesNoNoNoNo

Yes No Yes No No

Servers

Accessories Servers

Creating the site preparation file and folder

Database Servers

Scriptwriters’ machines

Yes (partial)

Note: The site preparation ﬁle must identify servers by name not by IP address. The names must be actual machine names and not domain names, aliases, or any o ther name. If the servers are notpartofadomainyouwillneedtocreateahosts ﬁle on each server so that each IP address is associated with a name that you can use in the site preparation ﬁle. If you use IP addresses, you will not be able to enter the server license code when you use the site preparation ﬁle to install the IBM® SPSS® Data Collection Interviewer Server services on the servers.

E LogonastheInstallingUser.

E Insert the DVD-ROM into the DVD-ROM drive.

Depending on your system conﬁguration, the AutoPlay feature may detect and start the installation program when you insert the DVD-ROM into the drive. If this does not happen, you can start the installation program manually, as follows:

 From the Windows Start menu, choose Run.  In the Run dialog box, type d:\autoplay where d:\ is the DVD-ROM drive.

This opens the IBM SPSS Data Collection Server 6.0.1 Installer window.

om the IBM SPSS Data Collection Server 6.0.1 Installer window, choose

E Fr

Data Collection Server 6.0.1

s starts the IBM SPSS Data Collection Server 6.0.1 Setup wizard.

Thi

E Click Next on the Welcome screen.

.

Install IBM SPSS

IBM SPSS Data Collection Interviewer Server installation information

E

On the License Agreement screen, read the license agreement.

E If you accept the agreement, click Yes .

E On the Select Features page, select the Interviewer Server option and choose the appropriate

services and utilities to be installed. Possible Interviewer Server options are as follows:

 Accessories Service. Installs the Accessories Service, including IBM® SPSS® Data

Collection Interviewer Server Administration.

 Interview Service. Installs the Interview Service.

 Web Service. Installs the Web Service.

 Load Tool. Installs the IBM® SPSS® Data Collection Load Tool utility.

Note: The services and utilities listed above are for use with the Interviewer Server. You can also choose to install other IBM SPSS Data Collection Server applications.

Starting with the IBM® SPSS® Data Collection 6 release, all application names have changed. The application names map as follows:

Old Application Name New Application Name

Interviewer Server\mrInterview Interviewer Server

Interviewer\Interview Player Phone Phone Interviews

Interviewer\Interview Player Web Web Interviews Remote Manager

Web Reports for Surveys\mrTables Survey Tabulation

Reports for Surveys\Reporter Survey R eporter Server Edition

Reports for Surveys Components\Dimensions Component Pack

N/A Author Server Edition

Remote Administration

Survey Reporter Developer Kit

57

E On the Machine Conﬁguration page, choose Cluster Install.

E On the Machine Settings page, enter a name for your Data Collection site and click Next.The

site name that you choose is displayed on the main Interviewer Server Administration page and can be any name of your choice.

E On the Site Install Destination page, enter the name of the site preparation folder. The default

is c:\mrInterviewSiteInstallation. Click

E On the Cluster Machines page, enter the names of the machines that will host the Interview,

Web, and Accessories Services. You can also specify the IBM® SPSS® Data Collection Survey Tabulation, IBM® SPSS® Data Collection Survey Reporter Server Edition, and IBM® SPSS® Data Collection Author Server Edition server names if you selected to also install the applications. The names must be machine names not domain names, aliases, IP addresses, or any other name. Lists of names must be separated with semicolons. If you want to communicate using a port other than the default port 80 or you want to use SSL for greater security, click as follows. Otherwise, click

Next.

Advanced and proceed

Next.

58

Chapter 3



When you click Advanced, the Advanced Cluster Conﬁguration dialog box lists the names of

the servers you speciﬁed on the previous page. For each server shown, enter the port number you want to use and, if you want to use SSL, check the SSL box. Your changes are saved automatically as soon as you make them.

 To enter speciﬁcations for a different server, select it from the appropriate drop-down list and

then change the port number and/or SSL setting as necessary.

 Click Apply.

 On the Question dialog box, click Yes if all the URLs shown are correct or No if you want

to make further changes.

 When you are ready to continue, click Next.

E On the Cluster Server Selection page, choose the names of the machines that will run the

Interviewing Web, Image Cache Web, and (if appropriate) Phone Interviewer services. Click

Next.

Select the

Conﬁgure multiple instances for the Web, Accessory, and Interviewing tiers option if you

want to conﬁgure multiple virtual directories, session engines, and Web services. Depending on what you chose to install on the Select Features page, you may be presented with a combination of the Interviewer Server Administration Virtual Directory Conﬁguration, Interview Session Engine Conﬁguration, and Interview Web Service Conﬁguration dialogs.

If you selected to install any of the following features, you are presented with the Interviewer Server Administration Virtual Directory Conﬁguration dialog that provides options for conﬁguring the number of virtual directories that will be installed per server:

 Accessories Service

 Phone Interviews

 Remote Administration

 Survey Tabulation

 Survey Reporter Server Edition

 Author Server Edition

IfyouselectedtoinstalltheInterview Service feature, the Interview Session Engine Conﬁguration dialog displays and provides options for conﬁguring the number of session engines for the selected Interviewer Servers.

IfyouselectedtoinstalltheWeb Service feature, the Interview Web Service Conﬁguration dialog displays and provides options for conﬁguring the number of Web services for the selected Web serve r s .

For more information, see the topic Virtual directory, session engine, and Web service registration on p. 69.

IBM SPSS Data Collection Interviewer Server installation information

E

On the Data Collection User and Group page, enter the name and password of the Running User and the name of the Data Collection Group. Click

Next after entering the appropriate information.

Note: The names that you enter must be valid names for the domain or workgroup on which you are installing.

E On the Anonymous User page, enter the name and password of the Anonymous Access User that

you created. Click Domain if this is a domain user account or Workgroup if this is a workgroup user account. Click Next after entering the appropriate information.

E On the Database Setup page, enter the name of the database server on which you want to create

the Interviewer Server Data database and click

E On the DPM User Admin Details page, enter a name and password for the Interviewer Server

Next.

Administration Administrator. You can also select whether or not to enable integrated Windows login. Refer to the topic “Conﬁguring for Single Sign-on” in the IBM® SPSS® Data Collection Developer Library 6.0.1 for more information on integrated Windows login.

Note: This user name is simply for accessing the Distributed Property Management (DPM) database to perform administrative tasks such as setting up Interviewer Server Administration users and roles, and managing access to Interviewer Server Administration ﬁles and applications. It exists only in DPM. To avoid possible conﬂicts with other user names, the name that you choose should not match any existing NT user names on your system.

59

E On the Email Settings page, enter the name and port number of your Email SMTP server.

Alternatively, if you do not want to use the Email activity or do not have the required information at hand, click I want to conﬁgure my email settings later. In either case, click Next to move to the next page.

E On the Internet Information Services (IIS) Conﬁguration screen, the installation program detects

any web sites available on the installation mac

hine and displays them in the drop-down list box. If you want to use a Web site other than the default for your IBM Corp. applications, select it from the drop-down list.

The default ﬁle location for the web site you have selected is displayed. If the installation program detects a folder called SPSSMR within the web site folder structure, you are prompted to install the ﬁles in this folder instead. If you want to install the ﬁles to a different location, click

Browse

andchoosethefolderyouwanttouse.

Note: When selecting a non-default web site location on a 64-bit server, you cannot select a web ﬁles location under C:\Program Files in the Internet Information Services (IIS) Conﬁguration dialog. For example, if you deﬁned a non-default web site named myWebSite, and its local path is C:\Program Files\myWebSite, you must select a web ﬁles location that is not located under C:\Program Files when you select myWebSite for the Data Collection folders and applications (you can instead select the location C:\Program Files (x86)).

The Advanced button is available for advanced conﬁguration of your chosen web site. This allows you to place Interviewer Server Administration in its own application pool so each process can be split across multiple application pools The operating system places a 2 GB restriction on processes in IIS. Put simply, splitting a process across application pools means it is possible to run larger

60

Chapter 3

processes. Refer to your IIS documentation for general information about application pools. If you want to use application pools, proceed as follows:

 Click Advanced.

This opens the Advanced IIS Conﬁguration screen.

 To place Interviewer Server Administration in its own application pool, select Use

“SPSSDimensionNetPool” application pool

. If you want processes to recycle and/or shut down after speciﬁc number of minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the Interviewer Server Administration process is recycled or shut down, anyone using Interviewer Server Administration activities at that time will have to restart their session in order to continue working.

 To place Interviewer Server in its own application pool, select Use “SPSSmrIntervie wPo ol ”

application pool

. If you want processes to recycle and/or shut down after so many minutes, select the appropriate option and enter the number of minutes elapse time required. Selecting this option means that if the application process is recycled or shut down, anyone using Interviewer Server activities at that time will have to restart their session in order to continue working.

 Click Apply.

On the Internet Information Services (IIS) Conﬁguration screen, click

Next when you are ready to

continue.

Note: If you already installed Interviewer Server, the IIS conﬁguration settings are automatically inherited, so the Internet Information Services Conﬁguration screen will no

E On the Choose Destination Location page, choose the folder in which you want to install

tappear.

Interviewer Server. The default is [INSTALL_FOLDER]\IBM\SPSS\DataCollection\6\. Click

Next.

E On the File Management Folder page, choose the location of the File Management root folder

(FMRoot). This is the folder in which the master copies of project ﬁ les created using Interviewer Server Administration or the Scriptwriter desktop activities will be stored, and it is from here that the interviewing machines will make local copies of these ﬁles.

The File Management root folder must be shared so that it is accessible by other machines. If you choose a folder on your current machine, the i nstallation procedure will create the share for you. If you choose a folder with a UNC pathname (that is, one that starts \\machine_name\...) this will be used as the shared folder. Click

Next.

Note: You can create the File Management root folder on any machine as long as its share is visible to all machines running the Interviewing and Scriptwriter Services. The ideal location is a separate machine that acts as a ﬁle server rather than a machine running the Interviewing o Accessories service. This is because the File Management root folder is an integral part of most Interviewer Server Administration and Interviewer Server functionality, and needs to be available all the time that Interviewer Server Administration is running. You will need to manuall

yshare

the speciﬁed UNC directory:

r

8. Navigate to and select the speciﬁed UNC directory.

9. Right-click the directory and select

Properties, t hen select the Sharing tab.

61

IBM SPSS Data Collection Interviewer Server installation information

10.

11. Click

12. Click

13. Select the

14. Click