User manual
Contents
1. Appearance Layout Advanced Canes For convenient usage the settings are divided on different groups The description of these groups are placed in the points below General Settings General Settings Survey Address http lt server gt Lists SampleSurvey e Survey Address The address URL of the survey list This is only one obligatory parameter The example http lt server gt Lists SampleSurvey General Display Settings gt General Display Settings Default Display Mode Questions i gt Survey Not Available Message Survey is no longer available for response Survey Not Authorized Message You are not authorized to access this survey Display Survey Description Description Mode Default Custom Description e Default Display Mode The preferable mode of initial displaying of web part Questions or Results e Survey Not Available Message The text about survey s unavailability e Survey Not Authorized Message The message text about insufficient permissions for answering to the survey or viewing survey results e Display Survey Description To display not to display the description of the survey Enter Choice 1 Enter Choice 2 Enter Choice 3 Question 2 Enter Choice 1 Enter Choice 2 Enter Choice 3 e Description Mode To use list description or custom description as a description of survey e Custom Descriptio2. Shared Web Server Extensions 14 BIN To process the deployment successfully you need to have administrator s permissions for the whole SharePoint farm and for specified server where the product will be installed Required components checking The set of installed components is required for the product functioning Set the components in compliance with the list below e Microsoft NET Framework 3 5 with Server Pack 1 Download from Microsoft Download Center e One of the following SharePoint line products Windows SharePoint Services 3 0 o Microsoft Office SharePoint Server 2007 o SharePoint Foundation 2010 o Microsoft SharePoint Server 2010 Deployment The solution s deployment procedure is the same for all SharePoint line products To process the deployment successfully you need to have administrator s permissions for the whole SharePoint farm and for specified server where the product will be installed Deployment steps Extract files from SpealsSurveyUP zip to any folder on any SharePoint farm server Add SpealsSurveyUP wsp to the solution storage with the following command gt stsadm o addsolution filename SpealsSurveyUP wsp 3 Deploy added solution with the command below gt stsadm o deploysolution name SpealsSurveyUP wsp allowgacdeployment allcontenturls immediate 4 Wait successful finish of deployment To check the final status of deployment you can use the command gt stsadm o displaysolution name Spea
3. Web Parts 11 4 Under Categories select a category Speals select the Web Part SurveyUP for SharePoint and then click Add Categories Lay business Data bea Content Rollup SurveyUP for SharePoint Ga Fitt Web part extends surveys and polls capabilities in Microsoft an SharePoint 2007 and Microsoft SharePoint 2010 O Forms OE Media and Content Outlook Web App Search i About the Web Part Speals Add Web Part to Rich Content la Cane 5 When you select a Web Part information about the Web Part is displayed in About the Web Part 6 When you have finished editing the page click the Page tab and then click Save amp Close Web part settings SurveyUP for SharePoint web part settings can be assigned with standard web part settings pane The web part has two main displaying modes Questions and Results Survey Results Settings section is responsible for Results displaying mode other settings allow to define Questions displaying mode and some other options of web part behavior The question What displaying mode will be used in the current time is resolved with many factors It takes into account user permissions the current state of answers the ability of multiple answering etc SurveyUP for SharePoint General Settings A Survey Address General Display Settings be Survey Questions Settings N Submit Settings bet Buttons Customization i Survey Results Settings be
4. question is required Depending on the type of question you can also enter answers to choose from and an optional default value 10 Do one of the following e To create additional questions click Next Question and then enter information for the next question Continue the process until you add all the questions that you want e If you are finished adding questions click Finish 11 To see your survey click its name in the breadcrumb navigation at the top of the page Survey creation in SharePoint 2010 To create a survey you must have permission to create lists on the site where you are creating the survey 10 11 12 13 14 SSN Site Actions oo Click Site Actions and then click View All Site Content On the All Site Content page click Create Under Data click Survey In the Name box type a name for the survey The name is required The name appears at the top of the survey page The name becomes part of the Web address for the survey page and it appears in navigational elements that help users to find and open the survey Click More Options to enter a description and to specify navigation and survey options In the Description box type a description of the survey The description is optional To add a link to this list on the Quick Launch click Yes in the Navigation section In the Survey Options section specify whether you want people s names to appear with their responses and whether people c
5. to a Web Part Page is to use the Add Web Parts dialog box You can use this dialog box to quickly add lists libraries and other Web Parts to your Web Part Page If you are a site owner you can add new Web Parts to the list that is displayed in the Add Web Parts dialog box and you can create custom groups that you can use to display certain Web Parts together in the list 1 On the Site Actions menu Sxssumbi click Edit Page 2 Inthe Web Part zone that you want to add the Web Part to click Add a Web Part 3 Inthe Add Web Parts dialog box select the check box for the Web Part SurveyUP for SharePoint that you want to add to the page 4 Click Add to add the Web Parts to the page Adding web part in SharePoint 2010 To edit a page you must have at least the permissions obtained by being added to the default lt Site Name gt Members SharePoint group for the site 1 From a page in the ribbon click the Page tab and then click the Edit command Site Actions amp E Browse Page B a n A Check Out Edit Rename Edit l X Properties Page A Edit Manage 2 Note If the Edit command is disabled you may not have the permissions to edit the page Contact your administrator 3 Click on the page where you want to add a Web Part click the Insert tab and then click Web Part Site Actions Via Table Picture Video and Link Upload Reusable x Audio File Content Tables Media Links Content N
6. M Enter Choice 3 WM Enter Choice 3 MM Enter Choice 3 Chart border color 6F9DD9 D92F0OD 09D909 4 2 I l 1 2 3 1 Enter Choice 1 2 Enter Choice 2 3 Enter Choice 3 EE Enter Choice 1 1 Enter Choice 1 E Enter Choice 2 2 Enter Choice 2 EE Enter Choice 3 3 Enter Choice 3 Show grid lines on X Axis Show margins on X Axis Enable X Axis Labels Show grid lines on Y Axis Show margins on Y Axis Grid lines on Axis Margins on x Axis Margins on Y Axig O Gridlines on Y Axis eer v Enter Enter Enter 4 Axis Labels ChoiceChoiceChoice 4 2 B MS Enter Choice 1 MOS Enter Choice 2 MS Enter Choice 3 Axis color Axes labels color Axes labels size Grid lines color Grid lines color The parameters for the elements mentioned above Show values in percentages EE Enter Choice 1 MO Enter Choice 2 MM Enter Choice 3 Answer title position Inside Outside Disabled E i 1 Question 1 f 1 Question 1 on O NW OH MS Enter Choice 1 MEE Enter Choice 2 ee E Enter Choice 2 MM Enter Choice 3 EE Enter Choice 3 MS Enter Choice 1 MS Enter Choice 2 MS Enter Choice 3 Label style Value Argument Argument and value MS Enter Choice 1 MS Enter Choice 1 MS Enter Choice 1 MQ Enter Choice 2 MS Enter Choice 2 MS Enter Choice 2 MS Enter Choice 3 MS Enter Choice 3 MM Enter Choice 3 Label font siz
7. SurveyUP for SharePoint USER GUIDE TABLE OF CONTENTS IANO CBO a PPE PE EEN ENEE PEETA AE E P E E E A E E 2 Deployment and licensing s essssseesesessesresssrrrssrrrssreresreresrtresrtrssttrssttrss ttres ttres tetest t rset cebndesaiapaeainabosaccmmanansdeneaneeusiuaunsbes 3 Reguired components Checkihe aisre enni ror i a R E E aa 4 DEPONE a E E 5 DERIO ONC E DE eroa r E A E A Meneses etinactansoadae 5 Ciare ciiig e AE E E ATE A A A nate mente E A A E EAE T A E T E 6 Wye a Fey e SEDE a E E ee ro Oe 6 FSI OV EE E cee enna A E E E eatin seca aeee ce sence ate e eee austere tame eee E T E A E 7 TIO Vl O aE saaccesaasecnaansabe ceancutasansuebddiessasanatadesiecaneanauacaacubanetensisetaceshecucsontaned eased detmnneanauceseaanesesuaredaene 7 AEEA arcs E E E P A E A E ces EA A A AT E E E A A A A T 8 FOCUS E aE EE E E E E 9 MOAGI O erein E E E NE E E 9 T O a E R E E nel daetiawanesaiee 9 Survey creation in SharePoint 2007 ciiscsiccessssnccdscsnscesseacaeeineessaevacasanecdevarcnavdadinesasacaduaned sascieasanedsieaeasdearinnssasddanvanende 9 Survey creation in SharePoint 2010 cccsscccssune SoscieravewasansebandedeuivadessdougiotnaceodanadiocededeseandoabdouehaiaedecdoasabachntatiocacenAodedi 10 Adding and setting Up web part vccicsdcnccdietoucasteusnasasaddnegudaedbeaddiatowaionediandiaiewetebarduatdinsbesssdeudeannabinedebeitacddiudeueswieateein 11 Adding web part in SharePoint 2007 neesenossesosseresssresserosrerosserosserourerosrerourere
8. an respond more than once to the survey Click Create On the New Question page enter your question text and then select the type of answer that you want in the Question and Type section for your first question In the Additional Question Settings section specify additional settings for your question such as whether an answer to the question is required Depending on the type of question you can also enter answers to choose from and an optional default value In the Column Validation section if you want to check whether an answer is valid enter the formula you want to use for validation in the Formula box In the User Message box describe what the user needs to do to ensure the answer is valid For example if you re asking an employee to enter the amount of time she s worked in a department you can specify that it could not be longer than the total time she s worked for the company Do one of the following e To create additional questions click Next Question and then enter information for the next question Continue the process until you add all the questions that you want e If you are finished adding questions click Finish To see your survey click its name in the breadcrumb navigation at the top of the page Adding and setting up web part Adding web part can be done by usual way There are some differences for different version of SharePoint Adding web part in SharePoint 2007 The fastest way to add a Web Part
9. b part However this procedure is described in this guide too to take a complete look to the process The procedure of survey creation has some difference for different versions of SharePoint Survey creation in SharePoint 2007 To create a survey you must have permission to create lists on the site where you are creating the survey 1 Click View All Site Content and then click Create on the All Site Content page Tip In most cases you can use the Site Actions menu xsiauiemetaal instead to complete this step 2 Under Tracking click Survey 3 Inthe Name box type a name for the survey The name is required The name appears at the top of the survey page The name becomes part of the Web address for the survey page and it appears in navigational elements that help users to find and open the survey 4 Inthe Description box type a description of the survey The description is optional 5 Toadd a link to this list on the Quick Launch click Yes in the Navigation section 6 Inthe Survey Options section specify whether you want people s names to appear with their responses and whether people can respond more than once to the survey 7 Click Next 8 On the New Question page enter your question text and then select the type of answer that you want in the Question and Type section for your first question 9 Inthe Additional Question Settings section specify additional settings for your question such as whether an answer to the
10. dent has finished to answer survey questions e Custom Page Address The respondent is transferred to this address URL after he she has finished to answer survey questions Buttons Customization Depending of the current displaying mode the web part uses several different buttons which is intended to provide one or another action to the user The displaying features is the same for each of buttons The description below is described Submit button features however this description is true for any other buttons Buttons Customization A Submit Visible E Style Image Url t Next Clear Results Current Survey e Visible If this flag is inactive the button is displayed noway e Align The position of the button on the web part page Left Right e Style Dot and Link Link Button Image E Submit Submit Submit Custom image e Title The text for the button e Image Url The address of the image for the button Survey Results Settings 15 The group of setting which define the appearance of web part page in Results mode Survey Results Settings A E Hide survey results Text Thanks for responding to our survey Select questions to show in results Type your question here Width 200 px Height 200 px Chart type Column Rating scale chart wiew i m ot m al e Chart type Column Area Bar 4 MB Enter Choice 1 MH Enter Choice 2 MMB Enter Choice 3 MS Enter Ch
11. dministrator s permissions for whole SharePoint farm and for specified server where the product will be deployed Product settings are saved in additional SharePoint databases after removal so removal and further re deployment procedures for the solution can be processed without any additional background Removal steps on 1 Removal is initiated with the following command gt stsadm o retractsolution name SpealsSurveyUP wsp allcontenturls immediate Wait successful finish of removal To check the final status of removal you can use the command gt stsadm o displaysolution name SpealsSurveyUP wsp The result should contain lt Deployed gt parameter which value is FALSE and lt LastOperationResult gt parameter with DeploymentSucceeded value Remove the solution from SharePoint solutions storage gt stsadm o deletesolution name SpealsSurveyUP wsp We recommend to restart Windows SharePoint Services Timer SharePoint 2010 Timer service on each server in the farm when the removal procedure is completed Licensing SurveyUP for SharePoint has 30 day trial for testing and evaluation of the solution in your environment There are not any functional limitations in the trial You need to register the product and purchase the additional numbers of licensing keys when trial is expired Otherwise you need to stop using the product and remove it from SharePoint farm as it is described in Removal section To purcha
12. e Label font color The parameters for the elements mentioned above Legend appearance None Bottom Left Right Top EEE Enter Choice 1 E Enter Choice 2 MM Enter Choice 3 EE Enter Choice 1 E Enter Choice 2 MB Enter Choice 3 Legend style Legend font size Legend font color The parameters for the elements mentioned above Outside the chart MH Enter Choice 1 M Enter Choice 2 MMM Enter Choice 3
13. er Choice 2 Enter Choice 2 MB Enter Choice 3 EE Enter Choice 3 Background color Examples E3EFFF 56FF4A SN LA MB Enter Choice 1 ME Enter Choice 1 Ml Enter Choice 2 E Enter Choice 2 MB Enter Choice 3 EE Enter Choice 3 Enter Choice 1 E Enter Choice 1 MH Enter Choice 1 Enter Choice 2 MM Enter Choice 2 MH Enter Choice 2 MH Enter Choice 3 Enter Choice 3 MB Enter Choice 3 Enter Choice 1 Enter Choice 2 Enter Choice 3 FFF954 E Enter Choice 1 E Enter Choice 2 MB Enter Choice 3 Background gradient style Several examples TopBottom ME Enter Choice 1 EE Enter Choice 1 MN Enter Choice 2 E Enter Choice 2 MB Enter Choice 3 MMMM Enter Choice 3 Chart border style Emboss EE Enter Choice 1 MB Enter Choice 1 MH Enter Choice 2 MH Enter Choice 2 MB Enter Choice 3 MB Enter Choice 3 Chart border width 1px 5px DiagonalLeft EE Enter Choice 1 E Enter Choice 2 MB Enter Choice 3 Sunken Line 5 4 3 2 1 0 EE Enter Choice 1 MH Enter Choice 1 MH Enter Choice 2 E Enter Choice 2 MMB Enter Choice 3 MMB Enter Choice 3 ME Enter Choice 1 E Enter Choice 2 MB Enter Choice 3 10px o NM OW ff OH MM Enter Choice 1 EE Enter Choice 1 MH Enter Choice 1 MH Enter Choice 2 MH Enter Choice 2 Ml Enter Choice 2 MMM
14. lsSurveyUP wsp The result should contain lt Deployed gt parameter which value is TRUE When the deployment has been successful finished you could start to activate and set up the product as it described in Product usage section Updating The update procedure for the solution is the same as for all SharePoint line products To realize update procedure successfully you need to have administrator s permissions for whole SharePoint farm and for specified server where the product will be deployed It is not required any additional actions to update the solution Update steps Extract files from SpealsSurveyUP zip any folder on any SharePoint farm server Update the solution with the following command gt stsadm exe o upgradesolution name SpealsSurveyUP wsp filename SpealsSurveyUP wsp allowgacdeployment immediate 3 Wait successful finish of updating To check the final status of update you can use the command gt stsadm o displaysolution name SpealsSurveyUP wsp The result should contain lt Deployed gt parameter which value is TRUE and lt LastOperationResult gt parameter with DeploymentSucceeded value 4 Werecommend to restart Windows SharePoint Services Timer SharePoint 2010 Timer service on each server in the farm when the updating procedure is completed Removal The removal procedure for the solution is the same as for all SharePoint line products To realize update procedure successfully you need to have a
15. n The custom description which is defined by user Survey Questions Settings Survey Questions Settings E Survey has expiration Survey expiration date 4 27 2012 a 5 PM 50 e Survey has expiration The survey will be unavailable after the date set up in the parameter below if this option is active e Survey expiration date The date of survey finishing Submit Settings Submit Settings Show submit note Submit note Submit Behaviour Show results inplace web part i Confirmation Text Thanks for responding to our survey Custom Page Address e Show submit note Submit note To show the message text over the Submit button This message will be displayed only if Submit button is available for respondent Question 3 Enter Choice 1 Enter Choice 2 Enter Choice 3 e Submit Behaviour To define the action which will happen after Submit button pressing o Show results inplace web part To show the web part in Results mode o Show confirmation To show the message defined in Confirmation Text field o Redirect to Overview page To pass on overview aspx page of survey list o Redirect to Graphical Summary page To pass on Ssummary aspx page of survey list o Redirect to All Responces page To pass on Allltems aspx page of survey list o Redirect to custom page To pass on the page defined in Custom Page Address field e Confirmation Text The text message which is displayed after the respon
16. oice 1 MH Enter Choice 2 MB Enter Choice 3 EE Enter Choice 1 MH Enter Choice 2 MB Enter Choice 3 e Rating scale chart view The parameter defines the way to display answer like Rating Scale Each sub question on a separate chart e Drawing style Cylinder Emboss LightToDark 3 3 2 EE Enter Choice 1 MH Enter Choice 2 MB Enter Choice 3 ME Enter Choice 1 MH Enter Choice 2 MMB Enter Choice 3 MH Enter Choice 1 MH Enter Choice 2 MB Enter Choice 3 e Enable 3D style Disabled Enabled EE Enter Choice 1 MH Enter Choice 2 MMB Enter Choice 3 EEE Enter Choice 1 MQ Enter Choice 2 MB Enter Choice 3 e Chart color palette Several examples None Bright Grayscale Pie 4 EE Enter Choice 1 MO Enter Choice 2 MB Enter Choice 3 Wedge B 4 4 2 1 1 0 EEE Enter Choice 1 Ml Enter Choice 2 MB Enter Choice 3 Excel Line 4 j 2 2 1 as 0 MH Enter Choice 1 MN Enter Choice 2 MB Enter Choice 3 All sub questions on a single chart Default 4 2 1 1 0 EE Enter Choice 1 Ml Enter Choice 2 MM Enter Choice 3 EarthTones EE Enter Choice 1 MMM Enter Choice 1 MH Enter Choice 2 MMB Enter Choice 2 MM Enter Choice 3 MMMM Enter Choice 3 Use single color on series points Enabled 1 Enter Choice 1 2 Enter Choice 2 3 Enter Choice 3 MB Enter Choice 1 MO Enter Choice 1 MH Ent
17. se the licensing key s license the product you need to visit Speals web site http www speals com purchase default aspx When you have got the licensing key s it is required to enter it to SharePoint farm It can be done with the following command gt stsadm o surveyupregister key XXXXXXXXXXXXXXXXXXXXX Insert received licensing key instead XXXXXXXXXXXXXXXXXXXXX If you need to enter several licensing keys so repeat this command several times with a new key for each time When licensing key s is entered all trial limitations will be removed Product usage Introduction SurveyUP for SharePoint web part is intended for simple but very important operation it allows to place survey question and result forms on any page of SharePoint site Furthermore it contains a range of settings for survey appearance improvement It s important to understand that the web part displays survey appearance only The list contains survey questions and results is ordinary internal Survey type SharePoint list The survey can be created by standard way Short description of this operation is presented in Survey creation section After the survey creation is successfully completed the survey can be displayed with SurveyUP for SharePoint web part The procedure of adding and setting of the web part is described in Adding and setting up web part section Survey creation The procedure of SharePoint survey creation is not a feature of SurveyUP we
18. sseresrerosreronrerosserourerosrerosssresesresses 11 Adding WED Dalt in SharePoint 2010 cccc cassovsansnsasavacsassiesdlanndnadanssigusdnande aia a ia arada annii 11 Web part settings eases aa eesctsnseesatinnccaastecsneancvasmnmsdcisansnatieesmasdenecematneesensdi cnasnslivaancnelexeucandehenonntiesasnateaesmnnaeiencnatusseenndessex 12 introduction This user guide is developed by Speals company and contains important information for successful deployment and usage of SurveyUP for SharePoint solution in your environment We recommend to review this guide carefully before product deployment and usage Additional information regarding the solution can be found at the product homepage http www speals com products surveyup default aspx Deployment and licensing The product distributive is zip archive contains the following files e deployment en txt brief deployment manual e license en txt EULA plain text e SpealsSurveyUP wsp solution s file e this guide in PDF and MHT The solution from SpealsSurveyUP wsp is deployed by standard way Administrative utility stsadm exe must be used for deployment This utility can be found in the following folders e Windows SharePoint Services 3 0 or Microsoft Office SharePoint Server 2007 C Program Files Common Files Microsoft Shared Web Server Extensions 12 BIN e SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 C Program Files Common Files Microsoft
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