Sawtooth Software: The Survey Software of Choice

Uploading Your Survey to Your Internet Server

Creating Directories and Uploading Files with FTP Software

When you are ready to field your Internet questionnaire, you upload the files listed below to your server. The process by which files are uploaded to the web server is called “FTP” (File Transport Protocol). Use a product like WS_FTP to create directories on your server and to upload files into these directories. Your ISP (Internet Service Provider)or network administrator should be able to help you with these steps if you have trouble. (Warning: FrontPage software from Microsoft typically does not give you the control needed to perform these steps correctly.)

The instructions below were written with generic Unix servers in mind. There are special considerations for any server configuration--especially Microsoft servers.

First, decide where you want your survey to be located on the server. We’ll refer to that as the yourstudyroot directory. Create that directory and three subdirectories below the yourstudyroot directory:

\admin
\cgi-bin
\data
\graphics

If you plan to run multiple studies concurrently, you must create a separate \admin and \data directory for each study.

Many of the files listed below are located in the \server subdirectory of the directory in which you installed SSI Web on your hard drive. STUDYNAME is the name (four characters or less) that you gave your study. The others are found in your working directory, where you saved your study (make sure NOT to take the files from the “local web server area--/localweb/htdocs”).

The structure of the directories and files you need to upload to the server are as follows:

yourstudyroot
STUDYNAMEadmn.htm		(from study directory)	
STUDYNAMElogn.htm		(from study directory)	

(The STUDYNAMElogn.htm file is the page where respondents start the survey and type their passwords. You can rename this file if you like. The STUDYNAMEadmn.htm is where survey administrators access the Online Data Management Module. You can also rename this file if you like.)

We strongly suggest you turn off directory browsing so that people cannot “browse” your directories. To turn off directory browsing in Unix, upload the file called .htaccess from the \resources directory on your hard drive to each of your directories. For IIS, locate the setting in IIS for turning off directory browsing.)

\admin
STUDYNAMEpath.cgi		(from study directory)
STUDYNAMEpidx.cgi 		(from study directory)
STUDYNAMEp001.cgi 		(from study directory)
(also ...p002.cgi, ...p003.cgi, etc. if they exist)
STUDYNAMEqst.cgi		(from study directory)
STUDYNAMEpacc.cgi		(from study directory)
STUDYNAMEdsgn.cgi		(from study directory, only if CBC study)
STUDYNAMEctxt.cgi		(from study directory, only if CBC study with conditional relationships)

\cgi-bin
*acalib.pl			(from server directory)
admin.pl			(from server directory)
auth-lib.pl			(from server directory)
**cbclib.pl			(from server directory)
lite.pm		    	        (from server directory)
ciwlib.pl			(from server directory)
ciwweb.pl			(from server directory)

\graphics
ssilogo.gif			(from /graphics subdirectory of your study)
[PLUS ANY OTHER GRAPHICS YOU USE IN YOUR SURVEY]

*acalib.pl only needed if running an ACA (Adaptive Conjoint Analysis) study
**cbclib.pl only needed if running a CBC (Choice-Based Conjoint) study

\data				(DIRECTORY)

\data remains empty until respondents begin taking the survey.

Note: Make sure to upload all files in binary mode, and to pay special attention that the file names are named correctly, including case.

The software assumes you are running Perl version 5.003 or later on your server, and that the path on the server to the Perl interpreter is /usr/bin/perl.

If the Perl interpreter is at a different location, you must change the first line of the ciwweb.pl and admin.pl files to reflect this change (This is the only modification to the Perl files permitted under your license agreement). If you modify these files, make sure your editor does not add carriage returns to them. (We have included a DOS utility in your \server directory to strip carriage returns out of Perl files in case you need it. The syntax is: stripcr oldfilename newfilename.) [Perl Help Document]

We are also assuming that you have “rights” to write files on your server into your \admin and \data directories, and to delete files from the \data directory. If your ISP doesn’t give you these rights, we can suggest one that does.

When respondents create survey records, the data are saved in the \data directory; one file per respondent. You should delete incomplete records and accumulate respondent data to the \admin directory regularly using the On-Line Data Management Module. The accumulated file is named STUDYNAMEdat.cgi, and is located in your \admin directory. Eventually you must download this file to your local study directory where you can export the data to an ASCII file and/or perform analysis on the conjoint data.

Survey authors or clients if you wish should be pointed to the STUDYNAMEadmn.htm file, which is the main menu for the On-Line Data Management Module. (You can rename that file to make it more intuitive for your clients.) User name and passwords for the on-line administrative module are set in the File | Settings menu.

Setting Permissions for Directories and Files

After you have created the study directories and uploaded the necessary files to your server, you are ready to set permissions on the files and directories using a product like WS_FTP, or Internet Explorer by typing ftp://yourwebsite. Setting permissions secures your web survey and permits the programs to function properly.

To set permissions on directories or files with WS_FTP:

  1. Open WS_FTP and connect to your site.
  2. Highlight the directory or file for which you want to set permissions by left-clicking with the mouse.
  3. Click the right mouse button to activate the pop up menu.
  4. Select chmod (UNIX). The Remote file permissions dialog appears.
  5. Select the combination of Read/Write/Execute permissions for each directory and file listed in the table below. (If using telnet, simply set the permissions code as in the far right column.)

To set permissions on directories or files with Internet Explorer:

  1. Once you have connected to and are browsing the folders on your web site, highlight the directory or file for which you want to set permissions by left-clicking with the mouse.
  2. Highlight the directory or file for which you want to set permissions by left-clicking with the mouse.
  3. Click the right mouse button to activate the pop up menu.
  4. Select Properties. Under Permissions, select the combination of Read/Write/Execute permissions for each directory and file listed in the table below.

Note: On some servers, the respondent data files within the \data directory are accessible (read access) by anyone connected to the Web. Without the questionnaire (that is in a secure area), individual data files by themselves are likely of limited value (with the exception of open-end responses). To reduce the risk of making a large amount of data available to outsiders, we suggest you accumulate the surveys often using the administrative module. (We also suggest you make frequent backups of the STUDYNAMEdat.cgi files.) Accumulating the data moves completed records from the \data directory to a master file (STUDYNAMEdat.cgi) in the \admin directory, that cannot be accessed by outsiders.

Sometimes you may find that your ISP doesn’t let you set up directories the way we’ve outlined. Or, you may simply have other preferences regarding your study’s architecture on your server. You can change the names and locations of the directories using the Advanced Settings dialog button under File | Settings.

Important Note: After you have posted your survey to the website, you should test your survey carefully to ensure that passwords are correctly being verified, the questions are as you expect them, any skip patterns and randomizations are functioning, and that the data are being properly stored and reported when you download the data and export them to a data file. Only by careful testing can you make sure that your study will be executed properly.

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