Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 1 of 58
EPI INFO™ WEB SURVEY SYSTEM
INTEGRATED PACKAGE DEPLOYMENT
Version 1.13
6/30/2019
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 2 of 58
VERSION HISTORY
Version
#
Implemented
By
Revision
Date
Comments
1.0
Sachin Agnihotri
09/18/2012
Version 1.0 of the document
1.1
David Nitschke
10/15/2012
Edits applied for eClearance
1.2
David Nitschke
11/09/2012
Edits applied for eClearance and
approval received. Document is
Cleared for distribution.
1.3
Sachin Agnihotri
04/08/2013
Updates for changes in Version
1.1.4.0 of the system.
1.4
Sachin Agnihotri
07/29/2013
Update for changes in Version
1.2.0.0 of the system
1.5
Sachin Agnihotri
09/19/2013
Instructions for upgrading an
existing instance of the system
1.6
Sachin Agnihotri
01/07/2014
Updated made to Conventions
and Error Messages section
1.7
Sachin Agnihotri
03/12/2014
Updated connection string section
1.8
Sachin Agnihotri
10/15/2014
V1.3.0.0 settings and updates for
user interface customization
1.9
Coryne Tasca
3/21/2016
Updated formatting for
accessibility standards (508)
1.10
Sachin Agnihotri
9/6/2016
V1.4.0.0 release and update
guidelines
1.11
Sachin Agnihotri
5/4/2018
V1.5.0.0 release and update
guidelines
1.12
Mohammed Lamtahri
6/3/2019
V1.6.0.0 release and update
guidelines
1.13
David Nitschke
6/30/2019
Fixed document accessibility
errors and warnings
(section 508 compliance)
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 3 of 58
TABLE OF CONTENTS
1.1 Purpose .................................................................................................................... 5
1.2 Audience .................................................................................................................. 5
SYSTEM DESCRIPTION ........................................................................................................... 5
1.3 Key Features ........................................................................................................... 5
1.4 Inventory .................................................................................................................. 5
1.5 Environment ............................................................................................................ 6
1.6 System Operations ................................................................................................. 7
1.7 System Architecture ............................................................................................... 7
APPLICATION INSTALLATION ............................................................................................. 8
1.8 First-Time Users ..................................................................................................... 8
1.9 Access Controls ...................................................................................................... 9
1.9.1 Database ............................................................................................................... 9
1.9.2 Application and Services ..................................................................................... 9
1.10 Installation ................................................................................................................ 9
1.11 Configuration ........................................................................................................... 9
1.11.1 Database Configuration ....................................................................................... 9
1.11.2 Application and Services Configuration ............................................................ 14
1.12 Starting the System .............................................................................................. 33
APPLICATION UPGRADE ...................................................................................................... 36
1.13 Access Controls .................................................................................................... 36
1.13.1 Database ............................................................................................................. 36
1.13.2 Application and services .................................................................................... 36
1.14 Installing The Upgraded Version ........................................................................ 36
1.15 Configuration ......................................................................................................... 37
1.15.1 Prerequisite ........................................................................................................ 37
1.15.2 Database Configuration ..................................................................................... 37
1.15.3 Application and Services Configuration ............................................................ 40
SYSTEM USAGE ....................................................................................................................... 44
1.16 Instructions ............................................................................................................ 44
1.17 Conventions and Error Messages...................................................................... 45
1.17.1 Epi Info Web Survey Manager Service Test ..................................................... 45
1.17.2 Organization Account Creation Test ................................................................. 46
1.17.3 Database Connection String Test ....................................................................... 47
1.17.4 Application’s Database Connection String Test ................................................ 48
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 4 of 58
1.17.5 Epi Info Web Survey Test.................................................................................. 49
APPENDIX A: REFERENCES ................................................................................................. 53
APPENDIX B: APPLICATION SETTINGS ........................................................................... 54
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 5 of 58
INTRODUCTION
1.1 PURPOSE
The vision of the Epi Info™ Web Survey system is to use the Epi Info 7 application
to create online surveys to help the public health community conduct surveys,
gather useful information for analysis, and to further support the mission of public
health by facilitating public health data collection in geographically distributed
locations, as well as enabling a targeted participant pool.
1.2 AUDIENCE
The audience for this document includes system administrators, database
administrators, and information technology personnel who will be configuring the
system on web and database servers.
SYSTEM DESCRIPTION
1.3 KEY FEATURES
The Epi Info Web Survey system enables the following functionalities on the web:
- Capability to deploy on the web: Provides a service to allow publishing a
survey created using Epi Info 7 on the web.
- Enable survey on the web: Provides a means to dynamically present the
survey participant with the survey on the web that has been created and
published from Epi Info 7.
- Support data collection: Supports data collection by supporting surveys created
using the following controls: Label, single line text box, multi-line text box,
numeric text box, date/time picker, check box, drop-down list and group box.
- Support logic control in surveys: Enables data entry for surveys on the web by
supporting skip logic and navigation logic. It also has the ability to hide, unhide,
highlight, un-highlight, enable and disable survey questions when certain
conditions/criteria are met.
- Support flexible participation: Allows survey participants access to the survey,
complete the survey in one session, or save the responses to complete and
submit the survey at a later time.
- Capability to download data: Provides a service to download the survey
responses into Epi Info 7 for analysis.
1.4 INVENTORY
The integrated deployment package consists of a compressed folder structure
having two main parts: 1) database and 2) application and services. The database
scripts are present in the Database folder. All files for the Application and
Services part are provided in ApplicationAndServices folder. The other supporting
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 6 of 58
content provided in the package comprise of documents in Documents folder, a
security utility in EpiInfoWebSecurity folder and an Admin utility in
SurveyManagerAdminClient folder.
1.5 ENVIRONMENT
Below is a list of hardware and software requirements, and operational activities
needed for the deployment of the Epi Info Web Survey system:
Hardware:
o Web server: Windows server 2008 or Windows Server 2008 R2. Also
tested on window server 2016
o Database server: Windows Server 2008 or Windows Server 2008 R2. Also
tested on Windows SQL server 2016
o
Software:
o Web server:
Internet Information Services (IIS) 7.0 / 7.5/ 10
.NET 4.6.1
ASP.NET MVC 4
o Database server
SQL Server 2008/2012/2016
o SMTP Server
The application would need to know the name of an SMTP server
within the network that it can use.
o Survey Manager Admin Client
Survey Manager Admin client is included in the installation
package. While the Survey Manager Admin client can be installed
on a different machine than the web server, the installation of the
Epi Info Web Survey system is a lot easier with Survey Manager
Admin Client installed on the server as well.
Operational activities:
o A system engineer, IT engineer with administrative access on the web
server configures the application.
o A database administrator with administrative access on the database
server configures the database.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 7 of 58
Note: ASP.NET MVC 4 is the recommended version of ASP.NET MVC framework
but is not a prerequisite for installation. All the assemblies that are needed by the
application or that are specific to ASP.NET MVC 4 are packaged with the
application.
1.6 SYSTEM OPERATIONS
The system will be used for:
publishing surveys;
conducting online surveys; and
downloading the survey responses.
Depending on the nature of the survey and how it is conducted, the system
could have a surge in web server traffic.
1.7 SYSTEM ARCHITECTURE
The Epi Info Web Survey system has the following components:
- Epi Info Web Survey Manager Service: This web service:
o securely publishes a survey to the web from the Epi Info 7 Form Designer;
o stores the meta-data for creation of the survey to the database; and
o securely downloads the survey responses to the Epi Info 7 Enter module.
- Epi Info Web Survey Web Application: The web application dynamically
renders the web survey for the survey participant to access and complete.
Surveys may be completed in one session or saved and completed another time.
- Epi Info Web Survey Data Service: This data service provides the web
application with the meta-data to render the survey to the web. It also manages
the data collected from survey participants.
- Epi Info Web Survey Database: The system uses a relational database to
manage:
o organizations that conduct surveys;
o surveys published by the organizations; and
o responses provided by the survey participants.
The diagram below summarizes these components and their interactions.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 8 of 58
Web Server
Epi Info Web
Survey Web Application
Epi Info Web
Survey Manager Service
Epi Info Web
Survey Data Service
Database
Server
Epi Info Web
Survey Database
Survey
Participant
Internet
Epidemiologist
Survey
Designer
Epi Info 7
Epi Info 7
Internet
EPI INFO WEB SURVEY
Figure 1: Overview of Epi Info Web Survey System
APPLICATION INSTALLATION
1.8 FIRST-TIME USERS
In order to use the Epi Info Web Survey system, an Administration Key must be
created and encrypted as described later in this document. The Administration key
is needed by the Epi Info Survey Manager Admin Client to:
configure the application;
create and manage organization accounts; and
update survey information.
To perform any above mentioned operation, Survey Manage Admin client has to
be installed either on System Administrator’s machine or on the web server. More
information on Survey Manager Admin Client can be found in EIWS Admin Client
Help document.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 9 of 58
1.9 ACCESS CONTROLS
1.9.1 Database
The person creating and configuring the database should have full administrative
access on the database server and rights and privileges to create a database,
create database users, and grant access to the database.
1.9.2 Application and Services
The person installing and configuring the application and services should have
administrative access on the web server and should have full access and
privileges to create a web application in Internet Information Services (IIS).
1.10 INSTALLATION
The installation can be done using the EIWSIntegrated package. The package for
installation of the system consists of two items: 1) the database in the Database
folder; and 2) the application and services in the ApplicationAndServices folder.
The Configuration section describes how these items are used.
Figure 2: File systems showing components in the EIWSIntegrated package
1.11 CONFIGURATION
1.11.1 Database Configuration
The database for this application requires SQL Server 2008 and should be created
on a SQL Server 2008 database server. Creation of the database may require
assistance from a SQL Server DBA if access to the database server is managed
by the DBA. The scripts should be changed as needed for local circumstances or
as per best practices followed by the organization deploying this system.
1. Choose the database server where the database will be hosted. Log into the
database server using an account which has admin privileges to create the
database, the database user, and assign privileges to the user.
2. Open the provided script named eiws_complete.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 10 of 58
Figure 3: File menu to open the database script file
Figure 4: Open File dialog showing the eiws_complete script.
3. In the script, change the password to a strong password, per your local policy,
before executing the script.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 11 of 58
Figure 5: Change the password in the database script
4. Execute the script to create the database, metadata, application user account
and appropriate privileges.
Note: If you receive an error at this point, check to see if your hard-coded
paths (tied directly to your machine) have the appropriate path and version of
SQL. For example: C:\Program Files\Microsoft SQL
Server\MSSQL11.MSSQLSERVER\MSSQL
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 12 of 58
Figure 6: Result windows showing the result of executing the eiws_complete script
5. The eiws_complete script will create a database called EIWS and will create
the schema and the metadata needed for the system. The script also creates a
user account called eiws_appuser that can be used by the application for
accessing the database. The output is shown in the figures below:
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 13 of 58
Figure 7: Confirmation of the creation of the EIWS database
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 14 of 58
Figure 8: Confirmation of the creation of the eiws_appuser account
6. Provide the database name, application user name and password to the person
that will provide ongoing management of the Epi Info Web Survey system. This
information will be used to create the connection string.
7. You can also execute the StateDataTable.sql in case you are enabling account
creation functionality and are in United States. The script populates list of
states in United States in the States table to be used by Epi Info Web Survey
system as part of User centric account creation option.
1.11.2 Application and Services Configuration
The application and services configuration results the Epi Info Web Survey Web
application, the Epi Info Web Survey Manager Service, and the Epi Info Web
Survey Data Service being configured as a single integrated application on the
Internet Information Services (IIS).
The steps below assume that the EpiInfoWebSurvey web site is being configured
as an application under the default web site. This may not always be the case
depending on your local policies. If needed, the site can be configured as its own
web site.
1. Create a folder called “EpiInfoWebSurvey” under “inetpub\wwwroot”. Copy the
contents of the folder “EIWSIntegrated\ApplicationAndServices” (and not the
folder itself) to the “inetpub\wwwroot\EpiInfoWebSurvey” folder.
2. Create an application named “EpiInfoWebSurvey” in IIS.
3. Make sure that the site is configured to run on an Application pool that is
configured to use .NET 4.0. You can use one of the default application pools
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 15 of 58
called Default Web Site or Default AppPool. This application pool uses a
Managed Pipeline Mode of Integrated.
Figure 9: Application pool configured using .NET 4.0
4. Make sure the site uses Anonymous authentication. This is the default setting
when the site is configured in IIS.
Figure 10: Application configured with Anonymous Authentication Enabled
5. Open the web.config file in EpiInfoWebSurvey folder for editing in your
preferred editor.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 16 of 58
Figure 11: Web.config file for an integrated application
6. Update Email notification section in the web.config file.
<!--Email notification-->
<add key="EMAIL_USE_AUTHENTICATION" value="FALSE"/>
<add key="EMAIL_USE_SSL" value="FALSE"/>
<add key="EMAIL_FROM" value="XXXXXXXXXXXXXXXXXX"/>
<add key="EMAIL_PASSWORD" value="XXXXXXXXXXXXXX"/>
<add key="SMTP_PORT" value="XXXXXXXXXX"/>
<add key="SMTP_HOST" value="XXXXXXXXXXXXX"/>
a) EMAIL_USE_AUTHENTICATION: The default value is FALSE.
Change this to TRUE if authentication is used.
b) EMAIL_USE_SSL: The default value is FALSE. Change this to TRUE
if SSL is used.
c) EMAIL_FROM: Provide an email address that can be used for the
FROM part of the email.
d) EMAIL_PASSWORD: A value needs to be provided here only if the
EMAIL_USE_AUTHENTICATION is TRUE in step 6a above.
e) SMTP_PORT: The system uses the default value of 25. Only provide a
port number if the port number is other than 25.
f) SMTP_HOST: This value has to be provided. This should be the name
of the SMTP server used by the organization.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 17 of 58
The system has built in capability to send email. The survey participant has an
option to receive an email with a link and a passcode to access their survey
response in case they are not able to complete the survey in one session. The
settings above, in conjunction with settings specified in Step 9, can be used by
the system to send exception email messages to a specified email account.
7. If you want to receive system exception email messages, update the
Log Setting section in the web.config file.
<!-- Log Setting -->
<add key="LOGGING_SEND_EMAIL_NOTIFICATION" value="FALSE"/>
<add key="LOGGING_ADMIN_EMAIL_ADDRESS" value="XXXXX"/>
<add key="LOGGING_EMAIL_SUBJECT" value="Epi Info Web Survey - Exception"/>
a) LOGGING_SEND_EMAIL_NOTIFICATION: The default value is set to
FALSE. Change this to TRUE in order to receive exception emails in
case of system failure.
b) LOGGING_ADMIN_EMAIL_ADDRESS: Provide an email address that
can receive exception emails in case of system failure.
c) LOGGING_EMAIL_SUBJECT: Update the value with the subject you
would like to see for exception emails.
8. The application is designed to leverage caching to store survey meta
information in memory on the web server in order to optimize performance, if
needed. A very small amount of memory is used and is directly proportional to
the size of survey meta information. Enabling caching comes at a cost. If the
survey designer makes changes to survey meta data, and then wants to check
that his/her changes were made, the revisions are not instantly visible. In the
default configuration, caching has been disabled for the application. Caching
setting can be customized as per local policies or per your needs. Below are
the settings for caching:
<!--Caching-->
<add key="CACHE_IS_ON" value="FALSE"/>
<add key="CACHE_DURATION" value="20"/>
<add key="CACHE_SLIDING_EXPIRATION" value="TRUE"/>
a) CACHE_IS_ON: Default value of “FALSE” indicates the application is
not caching any information on the server. Changing the value to
“TRUE” will turn on caching for the application allowing the application
to store survey meta data on the server for a given survey.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 18 of 58
b) CACHE_DURATION: Duration for the cache is set to 20 minutes. The
value can be changed to increase or decrease the duration the cache
is maintained.
c) CACHE_SLIDING_EXPIRATION: The default value of “TRUE”
indicates that the cache is set to expire at the defined duration on a
sliding scale. If the site is accessed by any user during the defined
duration, the sliding scale is again reset. To change the cache to
expire at an absolute duration defined by the CACHE_DURATION
value, the value for CACHE_SLIDING_EXPIRATION can be changed
to “FALSE”.
With CACHE_IS_ON set to “FALSE” the value for CACHE_DURATION and
CACHE_SLIDING_EXPIRATION are not applicable. The application will work
without caching and still perform well.
9. The package comes with default security keys used by system to encrypt
needed information. The system can be used as is if needed. We highly
recommended that you create and update the security keys for your system
using Epi Info Web Security Utility which is a separate install, and is included in
the package (instructions on how to install can be found in the Epi Info Web
Security Utility Help Guide). Section 3 of the document provides instructions for
creating the security keys. Once the new security keys are generated using the
security utility and the web.config file is updated, the default Encryption keys
provided below will be replaced with your keys.
<add key="KeyForConnectionStringPassphrase"
value="atKjwl1YhPv94716lQ8aEophUSm2mz+9VkMzDgzRgscoPsRYJ2/vRs7eJTf43X6r/PiBQ
S2Pb99lzoA0DAVxfmwToq1QXDgovFCZP+axtINlw9vbidyz9cG0Ty3LNjxCYuMoIw=="/>
<add key="KeyForConnectionStringSalt"
value="LwKTr/KY9ILBwtIDVIvrO9zwXx1f101FiUMgwTti82LCY0Erdrrdu45vaVQntXe6kD0Jj
K1RXkLL8HdmuzPSEYsvtIKDJQ8SGdAtzHWpYrpkdXmcd5bi/pLO4UdL1H3f2ZfpZg=="/>
<add key="KeyForConnectionStringVector" value="Z5AIQts7a6hFewK/"/>
NOTE: The key generation is one time operation. Once the system is
operational these keys cannot be changed. The keys are the most critical
piece of the system. Please make an archive of keys used by your system
and save it at a safe location in case they are lost/changed/updated in
web.config file by mistake
10. Create connection string that points to the application database by replacing
the text marked in yellow with the appropriate value in the plain text connection
string provided below.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 19 of 58
metadata=res://*/Epi.Web.Model.csdl|res://*/Epi.Web.Model.ssdl|res://*
/Epi.Web.Model.msl;provider=System.Data.SqlClient;provider
connection string= 'Data Source=DATABASE_SERVER_NAME;Initial
Catalog=DATABASE_NAME;Persist Security Info=True;User
ID=APPLICATION_ACCOUNT;Password=PASSWORD_FOR_ACCO
UNT ;MultipleActiveResultSets=True'
Below is an example of a connection after replacing the yellow text.
metadata=res://*/Epi.Web.Model.csdl|res://*/Epi.Web.Model.ssdl|res://*
/Epi.Web.Model.msl;provider=System.Data.SqlClient;provider
connection string= 'Data Source= etiei-sql;Initial Catalog=EIWS;Persist
Security Info=True;User ID=eiws_appuser;Password=
h74$H4d@m23&Bw=GXH8%-MuH5h;MultipleActiveResultSets=True'
Note:
i. The entire block, starting from “metadata” and ending with
“=True” comprises the connection string. Use the complete
string provided above and not just the subpart that says
“connection string”.
ii. The connection string subpart is wrapped in single quotes. In
other words, the phrase connection string= is followed by an
opening single quote (apostrophe) and at the end of the
connection string subpart following =True there is the closing
single quote.
iii. Check the Data Source name with your DBA team in case the
application is deployed in a DMZ. In such cases, the Data
Source may also include a port number.
iv. When copying this connection string from the PDF document to
your chosen editor, additional spaces may get created at line
breaks resulting in the application unable to communicate with
the database. In particular, please note that there are no spaces
in the three metadata element strings which are separated by a
vertical bar or pipe symbol ( | ). For example:
res://*/Epi.Web.Model.msl
v. In the connection string, the phrases “Data Source”, “Initial
Catalog”, “Persist Security Info” and “User ID” all have a single
space between the words.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 20 of 58
11. After creating the plain text connection string, encrypt the connection string
using the Epi Info Web Security Utility. Section 5 of “Epi Info Web Security
Utility Help guide” describes how the connection string can be encrypted. Make
a note of the encrypted connection string in a file in order to use it in the next
step.
Figure 12: Epi Info Web Security Utility encrypting the connection string.
12. Update the connection string for “EIWSEntities” marked in yellow below in the
web.config file with the encrypted string.
<add name="EIWSEntities" connectionString="OjYL92zvh/3MZqbJAyKuCKa4bDoF/bIM
UTr07X8rI/DxlMpn6C4gFS+zig39nLEosiQr3QCwpD5bQUKmIaCUXLaMFR3/urNDPaUo9NXuD4O
seDGSTicly1Xcr8F+dNzqYijhBWtQv2aJwvHfBUllaTgtfUHMrMxD/LBNVlYxkfpFaY3Rg5zZvI
9RGNjJmcACiU0sFzsi1p2y92HuiKJlQD+s8X3Ue9pWnB8zj6o6kyA22+eHquKNGki66xIsSUj85
preygNHqwEscuq2PoxrQviOelX1SrJVbmSlXPslFXJso4WRxKewW1byKrQ8lQgxT4t002T7La67
bEURkmTj6P8fTxMaC2JkLraRxXm1DXP1EEwgJxzvUL596Jwz928ULdiCHHhVBH+4QPpj30MfWUY
1QL6xd5W7vNE2ovTHr1I="/>
13. Create another connection string by replacing the value of the text marked in
yellow with the appropriate value in the plain text connection string provided
below.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 21 of 58
Data Source=DATABASE_SERVER_NAME;Initial
Catalog=DATABASE_NAME;User
ID=APPLICATION_ACCOUNT;Password=PASSWORD_FOR_ACCOUNT
Below is an example of a connection string after replacing the yellow text
Data Source=etiei-sql;Initial Catalog=EIWS;User
ID=eiws_appuser;Password=h74$H4d@m23&Bw=GXH8%-MuH5h
Encrypt the connection string above as done previously for the EIWSEntities
connection string and update the connection string for “EIWSADO” marked in
yellow below in the web.config file with the encrypted string.
<add name="EIWSADO" connectionString="TXTToS5W9+YIuXtIix/w+VEhNtJfnp+eY/le+
iEA3Ptjhy9NnnaOHVIqIcy8EiP8WSscBPUM9jtmoB/u6pAiCgn+DhSnlMYKszq84Lvzs2PQVBav
hLvXX1TVEWINtjuhN4FvsfyjPngk9uV7HxlhUA=="/>
14. A user participating in a survey has an option to Exit the survey at any time in
case they are not interested in the survey or for any reason by clicking on “Exit
Survey” button in the survey. The default behavior of the application is to
redirect the user to the home page of the survey where they have the option to
start the survey again. This may not be a desired behavior. To avoid this
behavior the system provides an option to redirect the user to a web page or
web site you may like them to visit even if they exit the survey. This can be your
organizations web site. If you like the user to visit a specific page after they exit
the survey then update the value in the configuration file for the following node
with the URL you want the user to visit. If no URL is provided the default
behavior of application will work as designed.
<add key="ExitURL" value=""/>
15. Update the Integrated Epi Info Web Survey Manager Service settings.
<!--Integrated SurveyManagerService Settings-->
<add key="URL" value="http://SERVER_NAME/<APPLICATION_NAME/Home/"/>
<add key="AdminKey" value="8hYbD0qvA0vvjoVbEjktplq68/Gke0eC/2hq9Jjh6W5Yfh//
+GVnycZyISwMuNSl"/>
a) URL: Update the SERVER_NAME and APPLICATION_NAME marked
in yellow in the value for the URL
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 22 of 58
i. SERVER_NAME is the Domain Name Server (DNS) name of
the web server where the application is hosted.
ii. APPLICATION_NAME is the application name created in IIS.
b) AdminKey: Provide the encrypted value of the GUID that will be used
as the AdminKey.
i. Create a GUID using one of the online sites that creates GUID
strings such as Microsoft’s GuidGen Tool
(http://www.guidgen.com).
ii. Encrypt the GUID using Epi Info Web Security Utility.
iii. Replace the value for AdminKey with the encrypted value.
iv. IMPORTANT: Do not lose the Admin Key GUID. This is required
for communication between Epi Info Web Survey Manager
Admin Client and the Epi Info Web Survey Manager Service.
16. Provide the following information about the Epi Info Web Survey Manager
Service to the Administrator managing the system.
a) URL for the Survey Manager Service
http://SERVER_NAME/APPLICATION_NAME/SurveyManagerS
erviceV3.svc
Update the SERVER_NAME and APPLICATION_NAME, marked in
yellow, in the value for the URL.
i. SERVER_NAME is the Domain Name Server (DNS)
name of the web server where the application is hosted.
ii. APPLICATION_NAME is the application name created in
IIS.
b) Windows Authentication value is No
c) Binding Protocol used is Basic
The information provided above is to be used by the Administrator to access
the Epi Info Web Survey Manager Service from the Survey Manager Admin
Client. The information is provided in the Local Settings section of the Survey
Manager Admin Client as shown in the figure below. Detailed instructions are
provided in the EIWS Admin Client Help document. After providing the above
value, click on the Ping button to provide an indicator in the Ping Result text
box to show if communication with the service is successful. The settings can
be saved by clicking on the Update Local Settings button.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 23 of 58
Figure 13: Local settings section in Survey Manager Admin Client for testing service
communication and to update local settings.
This information is also to be provided to the epidemiologist or survey designer
for them to be able to publish the form to web. On the Epi Info™ 7 desktop,
select Tools > Options. Select the Web Survey tab. The information goes in the
Endpoint Address field on the Web Survey tab.
17. There are a few additional settings in the web.config file which do not need any
updating. These are listed below:
<!--Messages-->
<add key="SURVEY_NOT_EXISTS" value="The Survey does not exist. Please check the s
urvey link and try again."/>
<add key="SURVEY_SUBMITED_MESSAGE" value="This survey has been submitted."/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 24 of 58
<add key="SURVEY_CLOSED_MESSAGE" value="This survey is currently closed. Please c
ontact the author of this survey for further assistance."/>
<add key="SURVEY_SUBMISSION_MESSAGE" value="Thank you! Your survey has been submi
tted."/>
<!--Messages-->
<!-- Package Type -->
<add key="INTEGRATED_SERVICE_MODE" value="TRUE"/>
<!-- Package Type -->
<!--Omniture settings-->
<add key="OMNITURE_IS_ENABLED" value="FALSE"/>
<!--Omniture settings-->
18. Epi Info Web Survey comes with a footer which has the Epi Info, CDC and
HHS logos as shown below.
The CDC and HHS images can be replaced with single custom image that
represents your organization’s image or logo. In addition, support information
containing email and telephone number can be provided in the footer if
needed.
Figure 14: Footer of Epi Info Web Survey
Steps to add a custom image in the footer are provided below:
a) Add the image or logo for your organization in following folder on the web
server
“/<APPLICATION_NAME>/Content/images/”
APPLICATION_NAME is the application name created in IIS.
b) Provide the value for “FOOTER_LOGO_PATH” in web.config
<add key="FOOTER_LOGO_PATH" value=" "/>
The value for FOOTER_LOGO_PATH can be provided by replacing the
IMAGE_NAME in the string below with the name of the image or logo of
your organization.
~/Content/images/<IMAGE_NAME>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 25 of 58
Note: The package come with value of “FOOTER_LOGO_PATH” as
empty which results in displaying default CDC logos or images. The
recommended size for image or logo of your organization is 42 x 42 in
case you want to replace the default image or logos.
Steps to include support information in the footer are provided below:
a) Set the value for TECHNICAL_SUPPORT_IS_ENABLED in web.config
to “TRUE”. The package is provided with technical support information
disabled.
<add key="TECHNICAL_SUPPORT_IS_ENABLED" value="FALSE"/>
Provide the information needed in step (b) and (c) if the value is set to “true”.
b) Update the value for “TECHNICAL_SUPPORT_EMAIL” with the
appropriate email address
<add key="TECHNICAL_SUPPORT_EMAIL" value=" "/>
c) Update the value for “TECHNICAL_SUPPORT_PHONE” with the
appropriate phone number.
<add key="TECHNICAL_SUPPORT_PHONE" value=" "/>
19. Epi Info Web Survey Home page or the first launch page of the survey can be
configured to show a larger image or logo of your organization in the body of
the page.
Steps to enable a larger custom image or logo are provided below:
a) Add the image or logo for your organization in following folder on the web
server
“/<APPLICATION_NAME>/Content/images/”
APPLICATION_NAME is the application name created in IIS.
b) Set the value for “SHOW_HOME_LOGO” to “TRUE”. The package is
provided with this value being empty.
<add key="SHOW_HOME_LOGO" value=""/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 26 of 58
c) Update the value for “HOME_LOGO_PATH” in web.config file
<add key="HOME_LOGO_PATH" value=" "/>
The value for HOME_LOGO_PATH can be provided by replacing the
IMAGE_NAME in the string below with the name of the image or logo of your
organization.
~/Content/images/<IMAGE_NAME>
Note: The package comes with value of “HOME_LOGO_PATH” as empty
resulting in no image shown in the body of the home or launch page. The
recommended size for larger image or logo of your organization is a width of
300 pixels.
20. Epi Info Web Survey can be deployed using one of the two color themes “Classic” or
“Blue” provided in the package and as shown below.
Classic Theme
Figure 15: Snapshot of two color themes available for Epi Info Web Survey
Steps to enable the color theme are provided below:
a) Update the value for “CUSTOM_THEME” in web.config file
<add key="CUSTOM_THEME" value="CLASSIC"/>
b) The value can be one of “BLUE” or “CLASSIC”. The package is provided
with “CLASSIC” theme enabled.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 27 of 58
21. Epi Info Web Survey has provided the option to request account from the system
without an Administrator having to be involved in the process and creating
Organization accounts using Survey Manager Admin Client tool. It would require
update of the following settings in the web.config file. By default this option is
turned off in the provided package and should be configured only if you plan to
make use of this option.
<add key="ACCOUNT_TYPE" value=""/> <!--
Can have two values (USER OR ORGANIZATION) -->
<add key="ENDPOINT_ADDRESS" value="http://SERVER_NAME/APPLICATION_NAME/Surve
yManagerService.svc"/>
<add key="NOTIFY_ADMIN_IS_ENABLED" value="False"/>
<add key="SYSTEM_ADMIN_EMAIL" value="[email protected]"/> <!--
Email address included in the body of the email for account creation -->
<add key="NOTIFY_ADMIN_EMAIL" value="[email protected]" /> <!--
Email address to which notifications go out-->
If you plan to use this feature update the settings as per direction provided
below
a) ACCOUNT_TYPE: Possible values are “USER” or “ORGANIZATION”.
Depending on the option chosen the account creation form will change.
Below are the screenshots for the states of Account creation page
namely no account type, User centric account type and Organization
centric account.
b) ENDPOINT_ADDRESS: This should match the URL of Survey
Manage Service created in Step 16 above.
c) NOTIFY_ADMIN_IS_ENABLED: Set the value to true if an admin
should be notified every time an account is created in the system else
leave it False.
d) SYSTEM_ADMIN_EMAIL: This is the email address of the admin that
can be contacted in case there is a problem with the system. This
email address is included in the body of the email sent out at time of
account creation
e) NOTIFY_ADMIN_EMAIL: This is the email address of the Admin that
needs to be informed whenever an account is created in case
NOTIFY_ADMIN_IS_ENABLED is true.
The Account creation page can be accessed by following URL:
http://SERVER_NAME/APPLICATION_NAME/Account.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 28 of 58
Update the SERVER_NAME and APPLICATION_NAME marked in yellow in
the value for the URL
i. SERVER_NAME is the Domain Name Server (DNS) name of
the web server where the application is hosted.
ii. APPLICATION_NAME is the application name created in IIS.
Shown below are screenshots for the three possible state of Account creation
page depending on the configuration namely no account type specified, User
centric account type and Organization centric account type.
Screen shot of Access Denied error that occurs without the account creation option
enabled.
Figure 16: The state of Account creation page when account creation option is not enabled.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 29 of 58
Figure 17: The state of Account creation page when account creation option is set to USER.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 30 of 58
Figure 18: The state of Account creation page when account creation option is set to
ORGANIZATION.
Note: Account creation option should be enabled only after due
consideration as the URL for the account creation page once made public can
be accessed by anyone and may result in ambiguous user accessing this
page and creating account.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 31 of 58
22. The Terms of service and conditions of use can be provided on Account
creation page for anyone requesting an account to agree to before proceeding
receiving an account. This would need to be done only if you are enabling
account creation option. The terms of use can be provided by updating
“TermsOfUse.txt” document. This document can be found in
“EIWSIntegrated\ApplicationAndServices\Content\Text” folder of the application
package. Once the document has been updated with correct text it needs to be
updated on the web server in “EIWS\Content\Text” folder.
Figure 19: The Terms of service and conditions of use section on Account creation page
Note: If you want your text to be formatted then HTML equivalent of your text
along with its styles need to be provided in this document.
23. Epi Info Web Survey provides capability to pre generate a response URL and
passcode that can be used by an organization to meet their specific data
collection need. Enabling this feature requires integration with Survey
Manager Service API and updating the following setting in web.config file:
<add key="ResponseURL" value="http://SERVER_NAME/APPLICATION_NAME/Survey/"/>
Update the SERVER_NAME and APPLICATION_NAME marked in yellow in
the value for the URL:
i. SERVER_NAME is the Domain Name Server (DNS) name of
the web server where the application is hosted.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 32 of 58
ii. APPLICATION_NAME is the application name created in IIS.
This capability would require custom code to be written by your development
team to integrate with Survey Manager Service API. Provide the following
information about the Epi Info Web Survey Manager Service to the
development team writing the customization:
a. URL for the Survey Manager Service
http://SERVER_NAME/APPLICATION_NAME/SurveyManagerS
erviceV2.svc
Update the SERVER_NAME and APPLICATION_NAME, marked in
yellow, in the value for the URL.
i. SERVER_NAME is the Domain Name Server (DNS) name of the
web server where the application is hosted.
ii. APPLICATION_NAME is the application name created in IIS.
b) Windows Authentication value is No
c) Binding Protocol used is Basic
24. Epi Info Web Survey provides globalization support for most common date
and number formats such that data can be entered in the local culture if the
deployment of this product is happening outside the United States. This
feature is controlled by updating the globalization setting in the web.config
file. For a site being configured for use exclusively by a United States user
base, no change is required in the settings specified below.
<globalization enableClientBasedCulture="true" requestEncoding="utf-8"
responseEncoding="utf-8" culture="auto:en-US" uiCulture="auto:en-US" />
If the site is being configured for use outside the United States, then update
the globalization setting for the Culture and UiCulture attributes with the
Language Culture Name for your culture. You can find your language
culture name by browsing the list at the Microsoft page Table of Language
Culture Names, Codes, and ISO Values Method
(https://docs.microsoft.com/en-us/previous-versions/commerce-
server/ee825488(v=cs.20))
Please note: We have enabled the globalization feature to support common
date and number formats for local survey participants. However, not all
possible variations for date and number formats are supported. We
recommend that you test the system with your specific culture to confirm the
system’s compatibility.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 33 of 58
1.12 STARTING THE SYSTEM
To start the system, perform following steps:
1. Referring to the document titled, “EIWS Admin Client Help,” create an
organization using the Survey Manager Admin Client. The organization key
created with the new organization will be used at the time of publishing a form
using the Epi Info 7 Form Designer.
2. Design your survey to be published to web using the Epi Info 7 Form Designer.
3. When the survey has been designed and is ready to publish, you will be
required to provide the endpoint address of the Epi Info Survey Manager
Service, authentication and protocol information described in section 3.4.2 step
16 in Epi Info 7 Form Designer. The information goes in the “Tools / Options
menu item in the Epi Info 7 Form Designer, on the “Web Survey” tab as shown
below. After adding the information click on “Ping Service” button to confirm
communication between Epi Info and Epi Info Web Survey system. Click on OK
to save the Epi Info Web Survey communication information.
Figure 20: Option to provide the Survey Manager Service endpoint information in Epi Info 7 Form
Designer
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 34 of 58
4. Start the process of publishing the designed survey to web by selecting the File
> Publish Form to Web menu item on the Epi Info 7 Form Designer.
Figure 21: Publish Form to Web menu item under the File menu in Epi Info 7 Form Designer
5. Provide the information in Introduction Page and Exit Page tabs of the Publish
Form to Web dialog.
6. Provide the Organization key in Organization Key (required) text box in Publish
Options tab and click the Publish Form button.
7. Upon successfully publishing the form using Epi Info 7, you will receive a URL
for the survey as shown in the figure below.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 35 of 58
Figure 22: Publish Form to Web Dialog in Epi Info 7 Form Designer showing the result of
successfully publishing the web survey
8. Access the survey in web browser using the generated URL to see if the
survey is shown as expected.
9. Make sure that you have saved the URL, Survey Key and Security Token if the
survey is to be used for collecting data in the production environment. It can be
saved using the Copy All to Clipboard button, then pasting the information in a
document. The information will be needed for downloading survey responses.
Note: The creation of an organization in Survey Manager Admin Client is the first
test of proper connectivity to the database created in section 3.4.1. If the database
wasn’t configured correctly, or the connection block in section 3.4.2 steps 11 and
12 wasn’t encrypted correctly, then this step will fail. If the step succeeds, the
database and the application have been configured as expected.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 36 of 58
APPLICATION UPGRADE
If you are installing the Epi Info Web Survey system for the first time, please skip
this section. This section describes the steps needed to upgrade an existing
instance of the Epi Info Web Survey system to the latest version.
1.13 ACCESS CONTROLS
1.13.1 Database
The person updating the existing instance of the Epi Info Web Survey database
should have full administrative access on the database server and the rights and
privileges to update the database.
1.13.2 Application and services
The person updating and configuring the existing version of the system and
services should have administrative access on the web server and should have
full access and privileges to update a web application in Internet Information
Services (IIS).
1.14 INSTALLING THE UPGRADED VERSION
The installation can be done using the EIWSIntegrated package. The package
for installation of the system consists of two items: 1) the database in the
Database folder; and 2) the application and services in the
ApplicationAndServices folder. The Configuration section describes how these
items are used.
Figure 23: File systems showing components in the EIWSIntegrated package
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 37 of 58
1.15 CONFIGURATION
1.15.1 Prerequisite
Prior to upgrade it is required to confirm the current version of Epi Info Web
Survey deployed in your environment. This is critical for applying the appropriate
delta scripts for upgrading the database.
The version of Epi Info Web Survey can be determined by one of the following
methods:
a) The value of “EIWS_Version” key in web.config file of your existing website.
The value shown below is not reflective of what may be present in your
web.config file
<add key="EIWS_Version" value="1.6.0.0"/>
b) Open the URL for test page by replacing the “SERVER_NAME” and
“APPLICATION_NAME”
http://SERVER_NAME/APPLICATION_NAME/EIWST/DataService
The footer of the page shows the version number of the application
1.15.2 Database Configuration
The database configuration would involve applying the update to the existing
instance of Epi Info Web Survey database on SQL Server 2008 database server.
The update of the database may require assistance from a SQL Server DBA if
access to the database server is managed by the DBA. The update script should
be changed as needed for local circumstances or as per best practices followed
by the organization deploying this system.
NOTE: The update to Epi Info Web Survey V1.5 is a major update of the
database schema and objects. Make sure the application database is
backed up before performing upgrade. The upgrade will result in adding
several tables, stored procedures, triggers etc. to Epi Info Web Survey
database. This upgrade enables running all Epi Info Web & Cloud products
from single database schema and enables integration amongst the
products. It also allows use of Epi Info SQL Server database for large scale
data collection and automation.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 38 of 58
1. Choose the database server where the Epi Info Web Survey database is
hosted. Log into the database server using an account which has admin
privileges to update the database, manage database users and assign
privileges to the users.
2. Make a backup of the Epi Info Web Survey database before attempting to apply
the needed updates.
3. Determine the scripts to run for upgrade.
(a) If upgrading from version 1.2 to version 1.6, you will have to run
eiws_delta_Upgrade_v1.2_to_v1.3.sql
eiws_delta_Upgrade_v1.3_to_v1.4.sqland
eiws_delta_Upgrade_v1.4_to_v1.5.sql” and
“eiws_delta_Upgrade_v1.5_to_v1.6.sql” delta scripts
(b) If upgrading from version 1.3 to version 1.6, you will have to run
eiws_delta_Upgrade_v1.3_to_v1.4.sqland
“eiws_delta_Upgrade_v1.4_to_v1.5.sql” and
eiws_delta_Upgrade_v1.5_to_v1.6.sql” delta script
(c) If upgrading from version 1.4 to version 1.6, you will have to run only
(d) “eiws_delta_Upgrade_v1.4_to_v1.5.sql” and
“eiws_delta_Upgrade_v1.5_to_v1.6.sql” delta script
(e) If upgrading from version 1.5 to version 1.6, you will have to run only
“eiws_delta_Upgrade_v1.5_to_v1.6.sql” delta script
4. Open the appropriate delta script after selecting the Epi Info Web Survey
database in SQL Server.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 39 of 58
Figure 24: File menu to open the database script file
Figure 25: Open File dialog showing the delta script.
5. Make sure that Epi Info Web Survey database name (if it is EIWS or the name
you had provided) displays in the Available Databases drop down list in
Microsoft SQL Server Management Studio.
6. Execute the script to update the database.
7. Once the scripts have executed successfully the updates are applied. Refresh
the Epi Info Web Survey database instance. In the object explorer navigate to
the Epi Info Web Survey to validate the update. The first visual indicator of a
successful database update is the presence of Canvas table under the Tables
node in the object explorer.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 40 of 58
Figure 26: Confirmation that the new schema updates have been applied.
8. You can also execute the StateDataTable.sql in case you are enabling account
creation functionality and are in United States. The script populates list of states
in United States in the States table to be used by Epi Info Web Survey system
as part of User centric account creation option.
1.15.3 Application and Services Configuration
The steps below assume that the EpiInfoWebSurvey web site was previously
configured as an application under the default web site.
1. Navigate to the folder called “EpiInfoWebSurvey” under “inetpub\wwwroot”
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 41 of 58
2. Make a backup of all contents in the EpiInfoWebSurvey folder before making
any changes.
3. Make sure the web.config file of the backed up EpiInfoWebSurvey folder is
immediately available for reference as it will be needed for updating the content
of the new web.config file.
4. Delete the content of the EpiInfoWebSurvey folder under “inetpub\wwwroot”
after making the backup.
5. From the EIWSIntegrated package, copy the content of the folder
“EIWSIntegrated\ApplicationAndServices” to
“inetpub\wwwroot\EpiInfoWebSurvey” folder.
6. Using your preferred editor, open the web.config file in EpiInfoWebSurvey site
and the web.config file of the backed up site for editing.
Figure 27: Web.config file for an integrated application
7. From the original web.config file that you backed up, copy and update the
Email notification section, shown below, to the new web.config file.
<!--Email notification-->
<add key="EMAIL_USE_AUTHENTICATION" value="FALSE"/>
<add key="EMAIL_USE_SSL" value="FALSE"/>
<add key="EMAIL_FROM" value="XXXXXXXXXXXXXXXXXX"/>
<add key="EMAIL_PASSWORD" value="XXXXXXXXXXXXXX"/>
<add key="SMTP_PORT" value="XXXXXXXXXX"/>
<add key="SMTP_HOST" value="XXXXXXXXXXXXX"/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 42 of 58
8. From the original web.config file that you backed up, copy and update the Log
Setting section, shown below, to the new web.config file.
<!-- Log Setting -->
<add key="LOGGING_SEND_EMAIL_NOTIFICATION" value="FALSE"/>
<add key="LOGGING_ADMIN_EMAIL_ADDRESS" value="XXXXX"/>
<add key="LOGGING_EMAIL_SUBJECT" value="Epi Info Web Survey - Exception"/>
8. From the original web.config file that you backed up, copy and update the URL
and AdminKey in the Integrated SurveyManagerService Settings section,
shown below, to the new web.config file.
<!--Integrated SurveyManagerService Settings-->
<add key="URL" value="http://SERVER_NAME/<APPLICATION_NAME/Home/"/>
<add key="AdminKey" value="A/kTiX1HhAef9pdWIbGCKslNOcEvoxqUrSWahJoB7uGN3
+/YROi4alwj9UWZLmXy"/>
9. From the original web.config file that you backed up, copy and update the
settings in User Interface section in case they are different.
<!--User Interface Start-->
<add key="CUSTOM_THEME" value="CLASSIC"/> <!--BLUE or CLASSIC-->
<add key="TECHNICAL_SUPPORT_IS_ENABLED" value="FALSE"/>
<add key="TECHNICAL_SUPPORT_EMAIL" value=""/>
<add key="TECHNICAL_SUPPORT_PHONE" value=""/>
<add key="FOOTER_LOGO_PATH" value=""/>
<add key="SHOW_HOME_LOGO" value="FALSE"/>
<add key="HOME_LOGO_PATH" value=""/>
<add key="ExitURL" value="" />
10. User Interface settings section has a setting for ExitURL that may not be
present in your backed up web.config file. If you want to use this feature Step
15 of Section 3.4.2. This setting without any value preserves application’s
default behavior.
<add key="ExitURL" value="" />
11. From the original web.config file that you backed up, copy and update the
Account creation settings if you are using this feature.
<!--Account Creation Start-->
<add key="ACCOUNT_TYPE" value=""/>
<add key="BINDING_PROTOCOL" value="Basic"/>
<add key="WINDOW_AUTHENTICATION" value="No"/>
<add key="ENDPOINT_ADDRESS"
value="http://SERVER_NAME/APPLICATION_NAME/SurveyManagerServiceV3.svc"/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 43 of 58
<add key="NOTIFY_ADMIN_IS_ENABLED" value="False"/>
<add key="APPLICANT_VALIDATION_IS_ENABLED" value="False"/>
<add key="SYSTEM_ADMIN_EMAIL" value="[email protected]"/>
<add key="NOTIFY_ADMIN_EMAIL" value="[email protected]" />
<add key="EPI_INFO_DOWNLOAD_URL" value=https://www.cdc.gov/epiinfo/”/>
12. From the original web.config file that you backed up, copy and update
ResponseURL value in case this feature is being used for custom
implementation
<!--Pre-Filled Responses Start: For custom implementation only-->
<add key="ResponseURL" value="http://SERVER_NAME/APPLICATION_NAME/Survey/"/>
13. Important! Version 1.4.0.0 of Epi Info Web Survey has introduced the concept
of customized encryption keys used by the system. Please remove these keys
in the web.config file if upgrading from version prior to Version 1.4.0.0 to avoid
any incompatibilities.
<!-- Encryption Keys -->
<add key="KeyForConnectionStringPassphrase"
value="atKjwl1YhPv94716lQ8aEophUSm2mz+9VkMzDgzRgscoPsRYJ2/vRs7eJTf43X6r/PiBQ
S2Pb99lzoA0DAVxfmwToq1QXDgovFCZP+axtINlw9vbidyz9cG0Ty3LNjxCYuMoIw==" />
<add key="KeyForConnectionStringSalt"
value="LwKTr/KY9ILBwtIDVIvrO9zwXx1f101FiUMgwTti82LCY0Erdrrdu45vaVQntXe6kD0Jj
K1RXkLL8HdmuzPSEYsvtIKDJQ8SGdAtzHWpYrpkdXmcd5bi/pLO4UdL1H3f2ZfpZg==" />
<add key="KeyForConnectionStringVector" value="Z5AIQts7a6hFewK/" />
14. From the original web.config file that you backed up, copy and update the
EIWSEntities, shown below, to the new web.config file.
<add name="EIWSEntities" connectionString="OjYL92zvh/3MZqbJAyKuCKa4bDoF/bIMU
Tr07X8rI/DxlMpn6C4gFS+zig39nLEosiQr3QCwpD5bQUKmIaCUXLaMFR3/urNDPaUo9NXuD4Ose
DGSTicly1Xcr8F+dNzqYijhBWtQv2aJwvHfBUllaTgtfUHMrMxD/LBNVlYxkfpFaY3Rg5zZvI9RG
NjJmcACiU0sFzsi1p2y92HuiKJlQD+s8X3Ue9pWnB8zj6o6kyA22+eHquKNGki66xIsSUj85prey
gNHqwEscuq2PoxrQviOelX1SrJVbmSlXPslFXJso4WRxKewW1byKrQ8lQgxT4t002T7La67bEURk
mTj6P8fTxMaC2JkLraRxXm1DXP1EEwgJxzvUL596Jwz928ULdiCHHhVBH+4QPpj30MfWUY1QL6xd
5W7vNE2ovTHr1I="/>
15. From the original web.config file that you backed up, copy and update the
EIWSADO, shown below, to the new web.config file.
<add name="EIWSADO" connectionString="TXTToS5W9+YIuXtIix/w+VEhNtJfnp+eY/le+
iEA3Ptjhy9NnnaOHVIqIcy8EiP8WSscBPUM9jtmoB/u6pAiCgn+DhSnlMYKszq84Lvzs2PQVBav
hLvXX1TVEWINtjuhN4FvsfyjPngk9uV7HxlhUA=="/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 44 of 58
16. Epi Info Web Survey provides globalization support for most common date and
number formats such that data can be entered in the local culture if the
deployment of this product is happening outside the United States. This feature
is controlled by updating the globalization setting in the web.config file. For a
site being configured for use exclusively by a United States user base, no
change is required in the settings specified below.
<globalization enableClientBasedCulture="true" requestEncoding="utf-8"
responseEncoding="utf-8" culture="auto:en-US" uiCulture="auto:en-US" />
If the site is being configured for use outside the United States, then update the
globalization setting for the Culture and UiCulture attributes with the Language
Culture Name for your culture. You can find your language culture name by
browsing the Microsoft page for Table of Language Culture Names, Codes, and
ISO Values Method (https://docs.microsoft.com/en-us/previous-
versions/commerce-server/ee825488(v=cs.20))
Please note: We have enabled the globalization feature to support common
date and number formats for local survey participants. However, not all
possible variations for date and number formats are supported. We
recommend that you test the system with your specific culture to confirm the
system’s compatibility.
17. This should complete the Epi Info Web Survey site upgrade.
18. You may see some new settings as compared to those present in the
web.config file of the backed up version. Refer to Section 3.4.2 on Application
and Services configuration to customize the new settings. All the settings
applicable to the latest version are listed in Appendix B at the end of this
document.
SYSTEM USAGE
1.16 INSTRUCTIONS
The Epi Info Web Survey system is used with Epi Info 7 to publish surveys created
in the Epi Info 7 Form Designer. The process of publishing an Epi Info 7 survey
creates a URL to access the survey on the web. This URL can be distributed to
respondents by email, posted on a website, posted to a blog or social media sites,
or by any other means. A survey participant completes the survey by opening the
provided URL in their browser. The responses can be downloaded to Epi Info 7
any time after the first participant completes and submits a response.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 45 of 58
1.17 CONVENTIONS AND ERROR MESSAGES
1.17.1 Epi Info Web Survey Manager Service Test
The first step before using the system involves the process of pinging Epi Info
Web Survey Manager Service by typing its URL into the Survey Manager Admin
Client. If you are not able to ping the service, the error message shown below is
displayed.
Figure 28: Error message when the Survey Manager Service is not accessible
The possible causes could be:
1. The Epi Info Web Survey Manager Service URL or Windows Authentication
and/or Binding Protocol information is not correct. Please confirm the Windows
Authentication and Binding Protocol information is correct. Also validate that the
URL is correct by browsing to the URL in the browser. If the URL is correct you
should get a page as shown below.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 46 of 58
Figure 29: Survey Manager Service accessible in browser.
2. If you do not get the page shown above then the system has not been
configured properly and would require reconfiguration
1.17.2 Organization Account Creation Test
If you are able to successfully ping the Epi Info Web Survey Manager Service, the
next step involves creation of an organization account using the Survey Manager
Admin Client in order to publish a survey using Epi Info 7. If you are unable to
create an organization account, you will get an error message similar to the one
shown below.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 47 of 58
Figure 30: Error message upon request to create an account.
The error indicates a problem with the request being processed by the Epi Info
Web Survey Manager Service. The most common cause of this problem is the
connection string pointing to the database.
1.17.3 Database Connection String Test
A problem with application connection string can be validated by navigating to the
following URL in the browser:
http://SERVER_NAME/APPLICATION_NAME/EIWST/DataService
Update the SERVER_NAME and APPLICATION_NAME marked in yellow in the
value for the URL.
i. SERVER_NAME is the Domain Name Server (DNS) name of the web server
where the application is hosted.
ii. APPLICATION_NAME is the application name created in IIS.
If there is a problem with the application connection string, you would get an error
message for the Database Test section of the results as shown in the figure below.
Figure 31: Epi Info Web Survey diagnostics view showing status when the application is not able
to communicate with the database server.
After the indicator for various tests, there is some technical information on the
cause of error. This is a validation that there is certainly something wrong with the
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 48 of 58
connection string. This requires inspection of every part of the plain text
connection string EIWSADO and making sure that it has the same format as
provided in this documentation.
After updating the EIWSADO connection string, open the test URL again. The
result screen will get updated as shown below if the connection string is correct.
Figure 32: Epi Info Web Survey diagnostics view showing status when the application can
communicate with the database server, but an error exists with the connection string.
1.17.4 Application’s Database Connection String Test
Once the EIWSADO connection string is correct then use the relevant pieces of
the plain text connection string to update the relevant section of the EIWSEntitites
connection string according to the documentation. If the EIWSEntities connection
string is correct, repeat the step as above by navigating to the URL again:
http://SERVER_NAME/APPLICATION_NAME/EIWST/DataService
If the EIWS Entities connection string is set up correctly, you should get the result
as shown below.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 49 of 58
Figure 33: Epi Info Web Survey diagnostics view showing status when the applications
connection strings are set up correctly.
1.17.5 Epi Info Web Survey Test
With the application connection string correctly set up, you should be able to
successfully create an organization account using the Survey Manager Admin
Client. Upon publishing the survey, browse to the following URL in your browser:
http://SERVER_NAME/APPLICATION_NAME/EIWST/DataService/SurveyKey
Update the SERVER_NAME and APPLICATION_NAME marked in yellow in the
value for the URL:
i. SERVER_NAME is the Domain Name Server (DNS) name of the web server
where the application is hosted.
ii. APPLICATION_NAME is the application name created in IIS.
iii. SurveyKey represents the survey key received upon publishing a web survey
from the Publish Form to Web dialog.
If the Epi Info Web Survey is not configured properly, you should get a result similar
to one shown below upon browsing to the URL.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 50 of 58
Figure 34: Epi Info Web Survey diagnostics view showing status when there is problem with Data
Service component of the application.
If the system is set up correctly, then you should get a result similar to the one shown
below upon browsing to the URL.
Figure 35: Epi Info Web Survey diagnostics view showing status for properly configured site.
At this point if you open the URL received in Epi Info 7 you should be able to see
the Survey with a “Draft” watermark as shown below for a Sample Survey.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 51 of 58
Figure 36: First page of Epi Info Web Survey when the system is configured properly.
Congratulations! You have successfully created and deployed a sample survey
using Web Survey.
If there is a problem with the survey, with unsupported controls on the form, or with
check code that is not supported, then you will receive an error message similar to
one shown below. You should revisit your Epi Info Form, address the problem, and
try again.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 52 of 58
Figure 37: System error when the system is not configured properly.
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 53 of 58
APPENDIX A: REFERENCES
The following table summarizes the documents referenced in this document.
Document
Name and
Version
Description
Location
EIWS Admin
Client Help
This document describes
the Epi Info Web Survey
Manager Admin Client and
how to use it.
/EIWSIntegrated/Documents
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 54 of 58
APPENDIX B: APPLICATION SETTINGS
The following table summarizes all the settings applicable to the latest version of
Epi Info Web Survey application and services.
Category
Settings
MVC Setting
<add
key="aspnet:UseTaskFriendlySynchronizati
onContext" value="true" />
<add key="webpages:Version"
value="2.0.0.0" />
<add key="webpages:Enabled"
value="false" />
<add key="PreserveLoginUrl" value="true"
/>
<add key="ClientValidationEnabled"
value="true" />
<add key="UnobtrusiveJavaScriptEnabled"
value="true" />
Epi Info Web
Survey Version
<add key="EIWS_Version" value="Version
Number"/>
Email Notification
<add
key="EMAIL_USE_AUTHENTICATION"
value="FALSE"/>
<add key="EMAIL_USE_SSL"
value="FALSE"/>
<add key="EMAIL_FROM"
value="XXXXXXXXXXXXXXXXXX"/>
<add key="EMAIL_PASSWORD"
value="XXXXXXXXXXXXXX"/>
<add key="SMTP_PORT"
value="XXXXXXXXXX"/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 55 of 58
<add key="SMTP_HOST"
value="XXXXXXXXXXXXX"/>
Log Setting
<add
key="LOGGING_SEND_EMAIL_NOTIFICA
TION" value="FALSE"/>
<add
key="LOGGING_ADMIN_EMAIL_ADDRES
S" value="XXXXX"/>
<add key="LOGGING_EMAIL_SUBJECT"
value="Epi Info Web Survey - Exception"/>
Caching
<add key="CACHE_IS_ON"
value="FALSE”/>
<add key="CACHE_DURATION"
value="20"/>
<add
key="CACHE_SLIDING_EXPIRATION"
value="TRUE"/>
Messages
<add key="SURVEY_NOT_EXISTS"
value="The Survey does not exist. Please
check the survey link and try again."/>
<add
key="SURVEY_SUBMITED_MESSAGE"
value="This survey has been submitted."/>
<add
key="SURVEY_CLOSED_MESSAGE"
value="This survey is currently closed.
Please contact the author of this survey for
further assistance."/>
<add
key="SURVEY_SUBMISSION_MESSAGE"
value="Thank you! Your survey has been
submitted."/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 56 of 58
Integrated Survey
Manager Service
Setting
<add key="URL"
value="http://SERVER_NAME/APPLICATIO
N_NAME/Home/"/>
<add key="AdminKey"
value="8hYbD0qvA0vvjoVbEjktplq68/Gke0e
C/2hq9Jjh6W5Yfh//+GVnycZyISwMuNSl"/>
add key="maxBytesPerRead"
value="2048000"/>
<add key="BandwidthUsageFactor"
value="50" />
Package Type
<add
key="INTEGRATED_SERVICE_MODE"
value="TRUE"/>
Omniture
<add key="OMNITURE_IS_ENABLED"
value="False"/>
Connection strings
<add name="EIWSEntities"
connectionString="encrypted connection
string" />
<add name="EIWSADO"
connectionString="Encrypted connection
string" />
Account Creation
<add
key="APPLICANT_VALIDATION_IS_ENAB
LED" value="False"/>
<add key="NOTIFY_ADMIN_IS_ENABLED"
value="TRUE"/>
<add key="ENDPOINT_ADDRESS"
value="http://SERVER_NAME/APPLICATIO
N_NAME/SurveyManagerService.svc"/>
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 57 of 58
<add key="BINDING_PROTOCOL"
value="Basic"/>
<add key="WINDOW_AUTHENTICATION"
value="No"/>
<add key="ACCOUNT_TYPE"
value="ORGANIZATION
<add key="SYSTEM_ADMIN_EMAIL" value
<add key="NOTIFY_ADMIN_EMAIL" value
<add key="EPI_INFO_DOWNLOAD_URL"
value="http://wwwn.cdc.gov/epiinfo/7/" />
User Interface
<add key="CUSTOM_THEME"
value="CLASSIC"/>
<add
key="TECHNICAL_SUPPORT_IS_ENABLE
D" value="True"/>
<add
key="TECHNICAL_SUPPORT_EMAIL"
<add
key="TECHNICAL_SUPPORT_PHONE"
value="111-111-1111"/>
<add key="FOOTER_LOGO_PATH"
value="~/Content/images/cstelogo.jpg"/>
<add key="SHOW_HOME_LOGO"
value="true"/>
<add key="HOME_LOGO_PATH"
value="~/Content/images/cstelogo.jpg"/>
<add key="ExitURL"
value="http://www.youorg.gov" />
Epi Info™ Web Survey System Integrated Package Deployment
Revision Date: 6/30/2019 Page 58 of 58
Pre-generated URL
<add key="ResponseURL" value=""/>
Encryption Keys
<add
key="KeyForConnectionStringPassphrase"
value="atKjwl1YhPv94716lQ8aEophUSm2
mz+9VkMzDgzRgscoPsRYJ2/vRs7eJTf43X
6r/PiBQS2Pb99lzoA0DAVxfmwToq1QXDgo
vFCZP+axtINlw9vbidyz9cG0Ty3LNjxCYuM
oIw==" />
<add key="KeyForConnectionStringSalt"
value="LwKTr/KY9ILBwtIDVIvrO9zwXx1f10
1FiUMgwTti82LCY0Erdrrdu45vaVQntXe6k
D0JjK1RXkLL8HdmuzPSEYsvtIKDJQ8SGd
AtzHWpYrpkdXmcd5bi/pLO4UdL1H3f2ZfpZ
g==" />
<add key="KeyForConnectionStringVector"
value="Z5AIQts7a6hFewK/" />
Globalization
<globalization
enableClientBasedCulture="true"
requestEncoding="utf-8"
responseEncoding="utf-8" culture="auto:en-
US" uiCulture="auto:en-US" />