Migration of Studies

Best practices to follow when migrating active studies run on the Survox Console.

NOTE: Remember that with any major core software upgrades, all spec files will need to be recompiled.

Steps to Migrate

Original Console or Navigator

  1. Under Project Setup – Download the latest spec file, i.e. QPX from the <mode>/LastLoaded subdirectory to ensure it’s the most current version.
  2. Under Manage – Manage Sample – Convert your sample and download the ASCII fone file and Shopfile (.HED).
  3. Under Project Setup – Download the original FDF file.
    1. This is the original map of your import sample and is necessary to rebuild the sample file on the new Console.
    2. This is also required for any additional sample loads.
  4. Under Project Setup – Download any study specific template or index files and logos.
    1. Using the older JS files may not work and the new jQuery JS files should always be used.
    2. Older index files may not work and the new Index files should always be used.
  5. Under Data Analysis – Download the TR file from the Data subdirectory.
  6. Under Data Analysis – Download any study specific reporting files.
  7. Via command line, migrate to the $CFMC/quota subdirectory.
    1. Using QUOTAMOD, output an asci file of the quotas to an AQU file.
  8. Via command line, copy any other study specific files necessary that cannot be downloaded using the Download functions.

NOTE1: Do not copy over archived studies; follow the steps above.

In the archive process a flag is set in the database when a study is originally archived.  Upon copying that file over to the new Console, there isn’t a flag set in the new database and the Console will not recognize that it’s an archived file to be unarchived.

NOTE2: We do NOT recommend NOR do we support copying the SQL database.  If you try to go this route, we will not support any issues that it can cause.

New Console

  1. Test your installation using the Testing Document found at https://docs.survoxinc.com/v88/survox-console/getting-started/testing-your-install/.
  2. Under Admin – Create Client(s) for migrated studies.
  3. Under Project Creation – Create Project(s) using the same studycode as the original files.
  4. Under Project Setup – Upload the QPX for the study and ensure that it compiles properly.
    1. When migrating from older core software versions to newer ones, there can be programming changes that will need to be addressed for a clean compile.
  5. Under Project Setup – Modify Web Options – Select a Look for the study.
  6. Under Project Setup – Upload any study specific template or index files and logos.
  7. Project Setup – Modify Web Options – Modify Index Page apply the logo (if one is used) and any other study specific requirements.
  8. In a text editor, modify the HED file for the MARKET_LOCATION
    1. This field needs to have the VARIABLE name for the markets NOT the data location.
      1. This is the variable in your sample where the markets are mapped to.
    2. If the data location is in the HED file, adding additional sample will not work.
  9. Under Project Setup – Create Sample – Import Sample to build the fone files.
    1. Upload the ASCII file (.ASC) by choosing the Upload a File option under Import Sample.
    2. Upload the HED at the prompt.
    3. Upload the FDF file at the prompt.
    4. Continue with the Import Sample process.
    5. When using the .HED file, all phone parameters will be set according to what is in the file.
      1. You cannot make changes after the .HED file is uploaded.
      2. See Step 8 above.
    6. Deploy the study live.
    7. Manually copy the TR file into the $CFMC/active/data subdirectory if you are using the original TR file to add additional records to it.
      1. If you are starting with a fresh TR file, then any combining of TR files will need to be done via command line for reporting purposes.
      2. If you upload the TR file, it will be uploaded into the <studycode>/tables subdirectory.
    8. Manually copy the .AQU file into the $CFMC/active/quota subdirectory.
    9. Via Command line, migrate to the $CFMC/active/quota subdirectory.
      1. Using QUOTAMOD, import the .AQU file into the quota file to use the current quota counts.
    10. Once all files are in place, calling can begin on the migrated study.
      1. We recommend testing the study to ensure that all is working properly first before live calling.
    11. Under Data Analysis – Upload any study specific reporting files.
    12. Manually copy over any other study specific files necessary that cannot be uploaded using the Upload functions.

NOTE: Do not upload the ASCII fone records and HED file using the Upload Function under Project Setup.  You will not be able to upload the FDF file this way.  Always upload the files during the Import Sample process.