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

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

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

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

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

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

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

 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

 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.

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

 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.

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

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.

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

Client:

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

Hardware

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

 512MB RAM, more recommended.

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

 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.

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

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

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.

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)

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

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.

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

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.

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"

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.

Chapter 2

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

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

Chapter

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

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

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.

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.

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.

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

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.

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.

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

+ 149 hidden pages

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

Specifications and Main Features

Frequently Asked Questions

User Manual