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7.4) <a href="#xml" class=link>XML Format</a><br>
7.5) <a href="#support" class=link>Getting Support</a><br>
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<a name="install"></a><span class=toctitle>1) Getting Started</span><br><br>
Once you have purchased a copy of phpQuestionnaire, you will be given a link that allows you to download the current version. Depending on your operating system, you should grab one of the following packages:<br><br>
<b>Microsoft Windows</b><br>
Download the file phpq.zip and use a program such as <a href="http://www.winzip.com/">WinZip</a> to extract the files. You should upload or place this entire hierarchy onto your web server. It will unpack into a directory named 'phpQ'. You will need to know how to access this directory on the web to properly <a href="#install-auto" class=pagelink>install the script</a>.<br><br>
NOTE: If you are using Windows XP, it has built-in support for .zip files. Simply use the compressed folder feature of Windows XP to extract the files.
<br><br>
<b>Unix, Mac OS X</b><br>
If you are using a Unix based operating system (Linux, BSD, Mac OS X, etc.) you will need to download the file phpq.tar.gz. Once you have retrieved this file, you should place it in a directory on your web server and enter the following commands:<br><br>
gunzip phpq.tar.gz<br>
tar xvf phpq.tar<br><br>
It will unpack into a directory named 'phpQ'. You will need to know how to access this directory on the web to properly <a href="#install-auto" class=pagelink>install the script</a>.
<br><br>
<a name="install-auto"></a><span class=toctitle>1.1) Automatic Installation</span><br><br>
Once you have unpacked the program as detailed above, you can now begin the process of automatic installation. You must perform the following steps in the order they appear below:<br><br>
<ol>
<li>When unpacking the files, they will all be placed in appropriate locations within a base directory of '<b>phpQ/</b>'. Move or Upload this directory onto your web server into a location accessible from your browser.<br><br>
<b>NOTE ON UPGRADING:</b> If you are upgrading from a previous version of phpQuestionnaire, we recommend backing up your current version in case you have any problems. Furthermore, there have been numerous changes in 2.0, including some that can affect the way a survey appears to the user. We strongly recommend setting up v2.0 in a parallel directory, upgrading the database (using the Upgrade option in the install.php file) and then testing your existing surveys. If everything looks good, you can then move the new version, overwriting your existing files (which you should backup) and the upgrade will be live. NOTE: Be careful if you have made changes to your current version. For instance, do not erase any templates you may have created or modified and if you have changed any other files in phpQ, your modifications may be lost if you have not properly backed them up to another directory. If you encounter any problems with the automatic upgrader (it can update any version prior to 2.0) please let us know.<br><br>
<li>If phpQ is being hosted on a Unix based machine, you must change the permissions of the file '<b>phpQ/inc/mysql.php</b>' so that your web server can write them. To do this, you must telnet, ssh or ftp into your machine and issue a 'chmod' command to change the permissions. To do this, login and go to the phpQ/ directory of your installation. Issue the following command:<br><br>
chmod 766 inc/mysql.php<br><br>
This step is necessary, even if <b>upgrading</b>, so that the automatic installation program can write your MySQL configuration. At the end of the installation we will ask you to change permissions on this file again.<br><br>
<li>Load up the installation page by opening your web browser and going to the following URL:<br><br>
http://www.yourhost.com/path/to/phpQ/install.php<br><br>
You must modify this URL to include your actual domain and then the 'path/to' must be changed to the location on your web server where you have placed your phpQ program.<br><br>
<li>You will now see a page in your web browser that looks like:<br><br>
<a name="fig1.1-01"></a><center><table border=0 cellpadding=2 cellspacing=0><tr><td class=figureTable align=center><img src="images/1.1-01.gif" width=552 height=259 alt="Figure 1.1-01"></td></tr><tr><td align=right>Figure 1.1-01 - Automatic Installation</td></tr></table></center><br>
The <b>Language</b> option will only appear if you have multiple administrative <a href="#languages" class=pagelink>language packs</a> installed. If so, you can install in that language and it will become the admin and default language for phpQ.<br><br>
You must fill in the correct MySQL configuration variables. If you are unsure of any of the MySQL configuration parameters, please consult your web hosting provider.<br><br>
<ul>
<li><b>MySQL Hostname</b><br>
In most cases, the MySQL Hostname should be set to 'localhost'. This is the most common configuration, in which both the MySQL server and the web server are running on the same machine.<br><br>
In some cases, your MySQL database may be running on a different machine from your web server. If this is so, you must enter the hostname of the MySQL database server here.<br><br>
<li><b>MySQL Username<br>MySQL Password</b><br>
Logging into a MySQL database server requires a username and password. This may be different from the username and password you use to access your web server.<br><br>
<li><b>MySQL Database</b><br>
phpQuestionnaire needs to know the MySQL database to which it should add the configuration and survey tables. If you are able to create databases, you may wish to create one named 'phpQ'. In either case, please enter the name of your MySQL database into this box.
</ul><br>
If you are upgrading an existing set of phpQ tables to the newer version, you will also need to supply the <b>Admin Password</b> to prove that you are authorized to make this change. This password will be the same one you have been using to login to the phpQ admin control panel.<br><br>
Next to the upgrade button you will notice there is an option to '<b>Backup Database</b>'. We recommend you click on this button before upgrading. Once clicked, you will be prompted to download a .phpQ file which contains all of the data from your phpQ installation. This file can then be used to restore your database in the very small chance something goes wrong with the upgrade. Starting with version 1.2, you can now <a href="#config-backup" class=pagelink>backup your database</a> at any time.<br><br>
You may now click the '<b>Install</b>' or '<b>Upgrade</b>' button depending on which you wish to do and phpQuestionnaire will automatically perform the requested action, alerting you to any errors it may encounter.<br><br>
<li>Upon successful installation, you will see the following screen:<br><br>
<a name="fig1.1-02"></a><center><table border=0 cellpadding=2 cellspacing=0><tr><td class=figureTable align=center><img src="images/1.1-02.gif" width=550 height=334 alt="Figure 1.1-02"></td></tr><tr><td align=right>Figure 1.1-02 - Automatic Installation : Success</td></tr></table></center><br> <li>If all of the items say success, phpQ has been correctly installed. Once you have checked to see that it is working, you need to change the permissions of your mysql.php configuration file back to normal, so that no one else may modify your database parameters. To do this, issue the following command, much like you did before:<br><br>
chmod 644 inc/mysql.php<br><br>
<li>It is crucial that you also <b style="color: red;">remove the install.php</b> file once you have successfully setup phpQ. You need to delete the file '<b>phpQ/install.php</b>' possibly using the following command (if you are still in the phpQ/ directory of your installation):<br><br>
rm install.php<br><br>
It is important to do this so that no one else may access this file in the future and create a new installation of phpQ without your authorization.<br><br>
<li>Click the Done button shown in Figure 1.1-02 which will take you to <a href="#admin-login" class=pagelink>Logging in as Administrator</a> for the first time.
</ol><br>
If for some reason the automatic installation fails or you wish to do a manual installation, you can follow the steps outlined in <a href="#install-manual" class=pagelink>section 7.2 - Manual Installation</a>.<br><br>
<a name="admin-login"></a><span class=toctitle>1.2) Logging in as Administrator</span><br><br>
When logging into the phpQuestionnaire administration section, you will be presented with a screen that looks like:<br><br>
<a name="fig1.2-01"></a><center><table border=0 cellpadding=2 cellspacing=0><tr><td class=figureTable align=center><img src="images/1.2-01.gif" width=220 height=64 alt="Figure 1.2-01"></td></tr><tr><td align=right>Figure 1.2-01 - Admin Login</td></tr></table></center><br>
<b>For the first time...</b><br><br>
If you have just installed phpQ and this is your first time logging in, you should enter the default login password, which has been configured as 'password' (without the quotes).<br><br>
<b style="color: red;">CHANGE YOUR PASSWORD</b><br>
Since this is your first time logging in, you should immediately change the administration password. Failure to do so leaves your phpQuestionnaire installation open to anyone who knows our default password or tries to guess. This means anyone can create, modify or remove surveys from your site without your permission. To change your password, click on the 'Configuration' tab in phpQ administration. For further information, see <a href="#config-password" class=pagelink>Changing Administrator Password</a>.<br><br>
<b>Again and again...</b><br><br>
To access the phpQ Administration panel in the future, simply point your web browser to:<br><br>
http://www.yourdomain.com/path/to/phpQ/admin/index.php<br><br>
You obviously must modify the above URL to contain your actual domain name and the path to where you have installed the phpQ program on your web server.<br><br>
<a name="admin-sections"></a><span class=toctitle>1.3) Administration Panel Sections</span><br><br>
After <a href="#admin-login" class=pagelink>logging in</a> to the administration panel, you will find 5 tabs at the top (the current section will be highlighted):<br><br><ul>
<li><b>Main</b><br>
This link will return you to the <a href="#survey-overview" class=pagelink>Survey Overview</a> that offers quick access to taking, editing, previewing or viewing the results of any specific survey. This is the page that you see when you first login.<br><br>
<li><b>Survey Editor</b><br>
This link directs you to a form for modifying an existing survey or adding a new one. From here you can also access the question editor. Any modification of a survey must be done through this section.<br><br>
<li><b>Survey Results</b><br>
As people complete your active surveys, their results will be available through this link. You will be able to view summaries, statistics and remove any specific survey submission.<br><br>
<li><b>Configuration</b><br>
This area of the administration allows you to alter the way the phpQ admin panel works. For instance, how many survey results are displayed per page, what template should be used by default, etc.<br><br>
<li><b>Log Off</b><br>
Click this tab when you are done using the phpQuestionnaire administration panel. Alternatively, quitting out of your web browser will end your session as well.<br><br>
</ul>
<a name="survey-overview"><span class=toctitle>2) Survey Overview</span><br><br>
<a name="fig2-01"></a><center><table border=0 cellpadding=2 cellspacing=0 width=580><tr><td class=figureTable align=right style="padding-right: 0px;"><img src="images/2-01.gif" width=559 height=108 alt="Figure 2-01"></td></tr><tr><td align=right>Figure 2-01 - Survey Overview</td></tr></table></center><br>
The Survey Overview page displays each survey that has been created. To the left of the survey you will find an image that describes the state of the survey. You can manually activate and deactivate a survey. The following images may appear next to each survey:<br><br><ul>
<li><b>ACTIVE</b><br>
This image appears any time the public is allowed to take your survey. This means that it has been manually activated and if a starting or ending date has been specified, it is within those bounds.<br><br>
<li><b>PENDING</b><br>
This image appears when a survey has been manually activated, but the public is not yet allowed to take the survey as it has not reached the starting date.<br><br>
<li><b>EXPIRED</b><br>
If a survey is still in the system as active, but the ending date has since passed, you will see this image appear. Users are no longer allowed to take the survey, but you may wish to manually deactivate it.<br><br>
<li><b>NOT ACTIVE</b><br>
This image will appear if you have manually deactivated a survey. No users will be allowed to complete the survey in this state.<br><br>
</ul>
A link to an individual survey's results is provided to the right of the survey's name. This link will also inform you of how many responses to that survey currently exist. Quick links to edit or preview the survey are also available. You may find the following items listed below each survey, depending on the active status of that survey:<br><ul>
<li><b>Description</b><br>
This contains any <a href="#survey-editor-description" class=pagelink>survey description</a> you have entered for this particular survey.<br><br>
<li><b>Active Dates</b><br>
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