Ultimate Survey Enterprise .NET 3.0 Installation Instructions

Before installing Ultimate Survey Enterprise .NET survey software, it is imperative that you follow these guidelines.

1. Check to see if your web and database servers meet the specifications outlined in the Requirements section of the Prezza Technologies web site.
2. If you encounter any problems during the installation process, please check the Prezza Technologies KnowledgeBase.
3. If the KnowledgeBase cannot provide you with the information you need to install Ultimate Survey, please contact Prezza Support at http://www.prezzatech.com/support/

FOR UPGRADE INSTALLATIONS: Please see the file called "UpgradeInstructions.htm" also included in this folder.

Here are the steps to installing Ultimate Survey Enterprise:

1. If you have not already done so, uncompress the .zip files or copy the files from the CD to a temporary directory.

2. Copy these files from the temporary directory to the web server.
    Note: The files should be placed in a directory under the directory root of Microsoft IIS server.    

3. Set file permissions on Config directory
There is a directory named Config.  Make sure that the entire directory is writable and that the anonymous IIS user has rights to edit the files in it.

4. Place your license file (UltimateSurvey.lic) in the /bin directory under the root folder you just created
    Note: To obtain your license file: visit the Prezza support customer area (http://www.prezzatech.com/support/members) to download your license file.  You will need a separate license file for each additional server license you may have purchased.

5. Set file permissions on your license file
    Ensure that the anonymous IIS user and the ASP.NET process user both have rights to edit the file.
    Note: You will only need to give these users write permission on this file to complete the license activation process.  Once the activation process has been completed (see below) you may remove the write permission from this file.

6.  Create an IIS Application using the directory on the server containing your Ultimate Survey files.
     Note: To create an IIS Application:
        Step 1: Open the IIS Manager utility on the web server. 
            Start menu -> Control Panel -> (Switch to Classic View) Administrative Tools -> Internet Information Services
        Step 2: Browse to the Ultimate Survey folder under 'Web Sites'.
        Step 3: Right-click on the folder containing your Ultimate Survey files.
        Step 4: Select Properties.
        Step 5: On the first tab of the properties screen labeled 'Directories', click on the "Create" button.
        Step 6: Click "OK" Button. 

7. Setup SQL Server Database:
    Note: Microsoft SQL Server does not need to be installed on the same server as the Ultimate Survey web files.

    Option 1: Create a New Database:
        Note: For more information on creating a new database, please consult SQL Server Help Files or http://msdn.microsoft.com

    Option 2: Use an Existing Database:
        Note:  No action required.  All table names in Ultimate Survey are prefixed with "rz_" and all stored procedures are prefixed with "rsp_" so that they can easily be distinguished from other tables in the database.

8. Go to the following URL in your web browser:  http://yourserver/UltimateSurveyfolder/install/Default.aspx.
    Note: This web page will provide a web-based interface that guides you through the rest of the installation process.  This will create all necessary tables and stored procedures.  This will also configure your web.config file with settings necessary to run Ultimate Survey software.

9. Request activation of your installation of Ultimate Survey
    When you have completed application setup, you will be shown the activation wizard.  The wizard will walk you through the steps required to activate your installation of Ultimate Survey.  Generally, activation is a two step process.  If the server you are installing Ultimate Survey on is connected to the internet, the first time the wizard is run, choose the “Request activation” button. This will send your installation information to Prezza, where your request will be processed.  No personally identifiable information is transmitted.  When you have completed your request, the activation wizard will close, and you may continue with step 11.  You will have 30 days to use the application before you must complete the activation

10. Complete activation of your installation of Ultimate Survey
    When you receive your reply from Prezza with your activation code (either via email if you used the automated activation request in step 9, or directly over the phone if you called).  Return to the activation wizard by navigating to Settings -> Application Settings, and clicking the “Activate” link in the License Information panel.  When the wizard starts, enter your activation code in the provided text box and click Continue.  If activation is successful, you will see a message to that affect, and you will be logged out of Ultimate Survey, as the application must restart.

11. Log into Ultimate Survey and configure system settings
Note: Once you have logged into the application using a user with administrator privileges, go to the Settings section to configure the application. At this point, it is most important to verify and update the Application Settings.