As part of the installation process, system administrators need to add single sign-on for Snap XMP Online.

Following this, the administrators need to set up the identity provider for Snap XMP Online and the email inbox when using OAUTH and Microsoft Office365.

The post Single sign-on setup appeared first on SnapSurveys.

Setting up Microsoft Azure AD/Entra ID

Register a new Enterprise Application

Click “New registration” under Enterprise Applications.

Set up Single Sign On

By default, Microsoft does not seem to give access to SAML functionality. One way to get this working is to select the “Microsoft Entra SAML Toolkit” from the gallery and customise. To find it, search for “entra saml”

Select the entry “Microsoft Entra SAML Toolkit”. In the popup window, change the name and logo, and click “Create”.

Go to the Single sign-on section of the application:

Select “SAML”.

Enter the required information. shows online1.snapsurveys.com as an example:

When finished, the first configuration section should look like this (allowing for URL):

NB: We do not use the Relay State so this does not need to be filled in.

Add the “username” Claim

Click edit in the “Attributes and Claims” section and add the username claim, pointing to the user.mail address. This tells Snap XMP Online how to find the correct user details for log in.

When finished, the second section should look like this:

Provide values for configuration in Snap XMP Online:

From the third and fourth sections, we need to add the following information:

• App Federation Metadata Url
• Login URL
• Microsoft Entra Identifier
• Logout URL

Setting up OKTA

Log in as Admin – you can find this option in the top-right of the OKTA interface, by your username. You should get to this admin screen:

Select “Create New App”. You should see a pop-up dialog:

Select SAML 2.0 and press “Next”.

Give the new app a name and click “Next”.

 The Single Sign-On URL needs to be set to: https://online1.snapsurvey.com/SnapOnline/Saml2/Acs. The SP Entity ID needs to be set to: https://online1.snapsurveys.com/SnapOnline.

Add an attribute statement with the Name “username” and the value “user.email”. This is to allow Snap XMP Online to match the OKTA user to a Snap XMP Online user.

 The next screen contains the information needed for Snap XMP Online:

• Metadata URL
• Sign on URL
• Sign out URL
• Issuer

The post Setting up an Identity Provider for Snap XMP Online appeared first on SnapSurveys.

Step 1: Set up in Azure portal

The following links may help with registering an app:

https://learn.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app and

https://learn.microsoft.com/en-us/exchange/client-developer/legacy-protocols/how-to-authenticate-an-imap-pop-smtp-application-by-using-oauth

Registering the app

In Azure AD click the App registrations link and then click the New registration link at the top left of the main pane. Give it a name and click the Register button.

 You should now see an entry in your registrations list.

From the left-hand size menu click on the Certificates and Secrets link.

To generate a certificate, you need to run a Power Shell script, like this example.

 Note: You will need to change the $dnsName variable, check the $folderPath exists on the system where you want to run the script, and maybe consider changing the $fileName to something meaningful.

Set the $password variable to a password you will remember as you will need this when installing in the SOL server.

This generates a PFX file and a CER file.

Upload the CER file

In the Azure AD portal select the certificates tab and click the Upload certificate button and upload the CER file. On loading, the thumbprint will be displayed in the UI. 

Setting the app permissions

Next you need to set the permissions for the app.

On the left hand side choose API Permissions. Click Add a Permission and select APIs my organization uses. Type in ‘Office 365 Exchange’ in the “Start typing an API name or Application ID” field. 

 Click on the Office 365 Exchange Online to select it and then choose Application Permissions.

 Under Application permissions find IMAP and POP3 and Mail.Read

 When the permissions are added you should see the following:

 If the status does not show as live, an Azure AD admin needs to approve the permissions.

Link the Exchange app to the Snap Online mailbox

In order for Snap Online to process the emails, you need to link the Snap Online mailbox user with the application registration.

The following Powershell commands need to be run by an Azure AD admin (The Microsoft.Graph Powershell SDK module may need to be installed/imported before these can be run). This script can be run from a Cloud Shell.

$TenantId = "" #Azure Tenant ID (GUID)
$AppName = "" #App name as created
$Mailbox = "" #Identity of mailbox to be used by Snap Online

#install-module microsoft.graph.applications
#import-module microsoft.graph.applications

Connect-MgGraph -TenantId $TenantId
$AppSP = Get-MgServicePrincipal -All | ? {$_.displayname -eq $AppName}
Connect-ExchangeOnline
New-ServicePrincipal -AppId $AppSP.AppId -ObjectId $AppSP.Id -DisplayName $AppName"SP" Add-MailboxPermission -Identity $Mailbox -User $AppSP.Id -AccessRights FullAccess

Step 2: Installing the certificate on the Snap Online server

 You will need to install the .PFX file on the Snap Online server.

Install the pfx

Copy the pfx file to the Snap Online server.

Open the file with the Certificate Import Wizard.

Select “Local Machine” and then click Next.

If the file name is not there, browse to it and click Next.

Enter the password, set in your Power Shell script earlier, and make sure that you select the check box for “Mark this key as exportable…”.

Click Next.

Change the radio button to “Place all certificates in the following store” and click Browse. Select the “Personal” store and click OK.

 Click Finish to complete the import.

The Certificate snap in should now be loaded.

Right click on the certificate you are using for OAuth and choose “All Tasks -> Manage Private Keys…”.

If you don’t see an entry for the IIS_IUSRS group then click the “Add..” button to find it in your Active Directory and add.

You need to give this group “Full control”.

Step 3: Snap Online Admin configuration

Log in as a Sysadmin account and select Configuration | Inbox accounts. Select the Add account option:

Fill in the relevant fields and select the ‘Use OAuth’ option and the following fields will become available to fill in:

Authority Url

The url of the server that returns the token to the client. For Office 365 mailboxes this is always https://login.microsoftonline.com

Tenant id

The unique identifier for your organisation within Azure AD.

OAuth Scopes

For Office 365 set to: https://outlook.office365.com/.default

Client id for OAuth

When you create a new app registration, Azure AD will allocate a GUID which is the client id. In Azure AD find your app registration settings and click ‘Overview’. The GUID can be found in the section ‘Essentials’ – ‘Application (client id)’.

OAuth Certificate thumbprint

Within the application in Azure AD, select ‘Manage’, and then select the link for ‘Certificates and Secrets’. In the main content page, select the tab ‘Certificates’. Your certificate should be listed with the thumbprint in the first column. If you do not have a certificate then you need to create one.

The post Inbox set up when using OAUTH and Microsoft Office 365 appeared first on SnapSurveys.

Build: 1.0.0.1381

Release Date: 30^th November 2025

Features

• SOL-5160: New Search option for System admins (User GUID / Resource GUID).
• SOL-5200: Allow System admins and Organisation admins to insist on MFA.
• SOL-5247: API: Allow multiple participants to be imported each call (V3 API).
• SOL-5250: Rework login pages for better UX.
• SOL-5283: New Shared by you view within Snap Online.
• SOL-5305: Display starting templates by folder (ability to offer many more starting options with descriptions).
• SOL-5308: New Search feature to locate resources within Snap Online.

Fixes

• SOL-4990: Report number of deleted Interview starts rows in Purge temporary data job
• SOL-5046: Purge user no longer removes usage stats
• SOL-5162: API: Add participant system GUID to Participant calls (can be used to generate the unique interview URL)
• SOL-5196: API GetResponses call returns a server exception if no responses
• SOL-5217: Group questionnaires fail to redirect on submit when custom domain used (iframe)
• SOL-5218: Change ‘Logged in only preview’ to ‘Allow public preview’ permission 
• SOL-5240: API: A ‘scheduled’ Interviewing state returned as ‘Unknown’
• SOL-5248: API: latestCasesOnly parameter added to V3 of GetResponses API call 
• SOL-5254: API: lastPublishedDate added to Survey calls
• SOL-5278: Add mask to Password column of Participant table so read only SQL users cannot see the data
• SOL-5293: remove deprecated ‘Allow from X-Frame domain’ option from admin UI
• SOL-5298: Display a more user friendly error page for IIS return codes 404 and 405
• SOL_5299: Error shown after setting password when creating a new account
• SOL-5300: Organization member can share from root share without required permissions
• SOL-5301: Additional options for location when cloning a shared survey
• SOL-5307: Reset password option on SSO account does not need to send email
• SOL-5310: Cloning a survey stores the original surveys name in the database
• SOL-5330: Shares to and from an account are retained when the account is renamed
• SOL-5315: Better error handling of incorrect IdP config
• SOL-5316: Restrict SOL access from deprecated IE11 
• SOL-5317: Improve UI for ‘Shared with you’ view
• SOL-5318: Remove cached settings to force a reload without recycling AppPools
• SOL-5325: Better ‘failed to send email’ error handling when no mailer configured
• SOL-5336:  SOL incorrectly reports quota overall target incorrect

Build: 1.0.0.1374

Release Date: 7^th September 2025

Features

• Quota and screen out set up in Snap Online
• 3rd party lib updates
• SOL-4959: Captcha (ALTCHA) can be added to interviewing
• SOL-5234: Replace Google ReCaptcha option with ALTCHA for website
• SOL-5269: Multiple shares can be set at once using semi colon to separate the usernames
• SOL-5297: Support for Microsoft Exchange SMTP OAUTH 
• JS-81: slide keyword to auto choose between horizontal and vertical slide on interview start depending on orientation

Fixes

• SOL-4990: Job to clear Interview starts table can fail when large volume
• SOL-5086: Failure to extract survey for database storage on sync is now benign
• SOL-5107: Job to clear actual response data table can fail when large volume
• SOL-5149: Clone a broken survey in SnapOnline corrupts your usermap
• SOL-5173: The title in some connector dialogs was incorrect
• SOL-5202: POP3 OAUTH secret key working (instead of certificate)
• SOL-5217: Allow customers to embed their survey in their own iframe without redirecting outside of the frame on submit
• SOL-5274: Layout on password dialog improved for Firefox
• SOL-5275: Opening the qwizard can time out when retrieving template field values from the database
• SOL-5279: Survey with filled quota continues to count towards live interviewing count
• SOL-5277: Desktop token life extended each time the account logs on
• JS-352: Quick Exit feature works as expected with custom domains
• JS-380: Sticky footer now appears at same height regardless of page size
• JS-404: Partial data can fail to send if more than 64kb
• Various bug fixes to the online editor including multiple styling to text, GoTo routing text duplicates on Save 

Build: 1.0.0.1370

Release Date: 16^th June 2025

Features

• SOL-5155: Split log in page in preparation for SSO functionality
• JS-372: Code box animations: scale and ripple effects
• JS-352: Quick exit keyword feature added
• Third party library updates

Fixes

• SOL-5004: Remove unused data column from Responses table
• SOL-5184: Cannot delete accounts with admin permissions
• SOL-5225: Admin accounts do not have access to the “Enable MFA” setting on a new install
• SOL-5227: Change Admin | Services page to a status page – no option to restart
• SOL-5228: Remove stats re “Membership Authentication success/failure” as no longer applicable
• SOL-5230: QR code tooltip squashed
• SOL-5239: Allow fullscreen on marketing notification panel
• SOL-5244: download all paper editions in a zip file
• SOL-5249: ‘Scheduled’ status now returned as ‘Not started’ rather than failing
• SOL-5252: Purge deleted survey job can fail if a schedule had been set
• JS-307: Multiple timers in multi-language surveys can fail to publish correctly
• JS-390: Restart goes back to blank page
• JS-400: A grid set up to show as buttons with masking applied displays incorrectly
• JS-381: Wrong orientation on Jump to top icon with right to left languages
• JS-324: Added keyword features break us date validation
• JS-324: keyword feature added to grid now affects all parts of the grid

Build: 1.0.0.1365

Release Date: 6^th April 2025

Features

• JS-81:  Horizontal and vertical page transitions using hSlide and vSlide
• JS-371: Automatically move to the next page using AutoNext

Fixes

• SOL-5208: New user notification does not show the first time a user logs on if an order is imported
• SOL-5214: SOL installer to allow install location to be overwritten on upgrade
• SOL-5222: No update in Build tab when Rebuild used on a survey created from a Survey Template
• SOL-5243: AttachIt white list should be case sensitive
• JS-324: HTML settings: call custom functions from questionnaire without JS
• JS-386: Open-ended showing error while typing
• JS-389: Routing on question caused seeding to not show during interview
• JS-390: Restart button takes you back to the beginning of the interview but the page is blank
• JS-391: Image maps could calculate the wrong size when using the Back button

Build: 1.0.0.1361

Release Date: 21^st February 2025

Fixes

• SOL-5221: Email alerts to multiple addresses not always accepted by mail client

Build: 1.0.0.1357

Release Date: 5^th January 2025

Features

• SOL-5171: New user notification setup added for Marketing Admin
• SOE-371:  Only allow images up to 10Mb in size

Fixes

• Improve performance of quotas
• SOL-5168: 3rd party library updates
• SOL-4510: Additional bounce back email status codes added to check list
• SOL-4632: Dropped questionnaire SNIF table still referenced after survey purge
• SOL-4902: Provide drop-downs for options on Licencing pages of Config
• SOL-4906/5179: CleanEmails job not always finding the date an email was sent
• SOL-5149: Cloning a broken survey in Snap Online corrupts the user map
• SOL-5158: Replace OPTIMIZE scripts for SQL 2016 backward compatibility
• SOL-5163: Delete old interview job fails due to timeout but reports success
• JS-359: Quota surveys sometimes hang during interview when all quotas complete
• JS-360: The error message shows half-width for a grid of must answer drop-downs when the last question is not must answer
• SOE-363: Scaling an image in the editor reduces the size more than it should
• JS-314: Allow user to type in date to a native date picker
• JS-340: Better handling for when map controls are incorrectly set up
• JS-361: Initial value can be lost after masked out and back in
• JS-364: JSI fails when there are page timers in a multi-language survey
• JS-365: Better handling for when sliders are incorrectly set up
• JS-368: Text substitution of the joining word (and) incorrect in multi-language editions

Build: 1.0.0.1346

Release Date: 6^th October 2024

Features

• New Single edition starting template
• SOL-4912: Allow nominated question from survey to be embedded into invites
• SOL-5140: Option added to show password on Snap Online log on page
• SOL-5151: Opt out link automatically added to invites if one not present

Fixes

• SOL-5050: Twitter logo updated to X logo
• SOL-5068: Allow Help URL link to be a mailto link
• SOL-5069: Add some help text to the Invitations right hand pane when no invites defined
• SOL-5131: Deleting a seeded variable from the survey causes participant import / connector wizards to hang
• SOL-5152: Participant invites not sent if the survey is processed for mailing before the end of the import
• SOL-5161: Help link incorrect when first log on

Build: 1.0.0.1330

Release Date: 16^th June 2024

Features

• SOL-4320: New Job scheduler service to reduce blocking jobs
• SOL-4904: Participant archive and unarchive jobs added
• SOL-5030: Support POP3 OAUTH using client secret as an alternative to certificate
• SOL-5041: Limit the number of responses that can be exported from Snap XMP Online in one go
• SOL-5113: New ‘scheduled’ survey status added
• SOL-5116: Allow multiple SMTPs to be used for sending invites

Fixes

• JS-154: Prevent multiple AttachIt files for the same question
• SOl-4706: Improve participant/invite UI responsiveness
• SOL-5044: Title on custom domain survey left blank rather than Snap Surveys
• SOL-5052: Return 404/410 for invalid interview links and non running surveys
• SOL-5059: Prevent 2 paper download links being created
• SOL-5064: Improve performance of Desktop Sync streaming
• SOL-5065: Created date set for participant when created via a connector or API call
• SOL-5110: V1 of GetResponses API call now charging units
• SOL-5115: Email alert only includes 1 AttachIt file when multiple added
• SOL-5127: Rephrase reset message on group questionnaire participant
• SOE-345: Better handling for content pasted from Word
• SOE-351: Fix adding options in semantic scale
• SOE-353: Survey fails to load if brackets in style name
• SOE-354: Survey becomes corrupt after deleting grid rows with routing dependencies
• SOE-355: Valid field now working for open ended literals
• SOE-356: Save issues with compound grid and routing
• SOE-358: Questionnaire fails to load in Editor when numbering sections set to numbers 
• SOE-360: Surplus spaces in routing expression not handled
• SD-559: Data export filters via com need to treat case numbers as non-deleted cases

Build: 1.0.0.1320

Release Date: 7^th January 2024

Features

• SD-528: Allow screen outs to explicitly ignore the global target

Fixes

• JS-73: Restart button within SOI does not return the interviewer to the first page
• JS-116: Allow custom CSS to be used during interview
• JS-269: Excluded codes now pushed to the end of the sequence for alpha-ordering only 
• JS-236: Legacy HTML option with masking can stop the interview loading
• JS-253: Rank index displayed on its own line when code label is long
• JS-300: Masking and alpha ordering could result in codes showing more than once
• JS-301: Rating check plus must answer issues
• JS-302: Carousel not displaying correctly when grid question text not showing
• JS-303: Drag rank question with conditional routing does not always display the initial value
• JS-304: Page timer not working when randomise added
• JS-305: Show the error on Drag and drop grids after focus is moved on
• SOE-270: Snmedia read and save added
• SOE-275: Semantic scale label edit improvements
• SOE-312: Rank and Category grid edit improvements
• SOE-316: Image map grid edit improvements
• SOE-338: Grid labels lost when changing grid style
• SOE-343: Group questionnaire edit improvements
• SOE-346: Image resize issues
• SOE-347: Post condition routing can get removed

Build: 1.0.0.1317

Release Date: 12^th November 2023

Features

• SOL-4965: Paper edition published on demand 
• SOL-5025: Excel CSV option added to Export responses and set as default

Fixes

• SOL-5027: Error shown if number of pages in a report greater than 200
• SOL-5028: Rename from ‘Your work \ Surveys’ to ‘Owned by you \ Your work’
• JS-246: Drag & Drop Rank does not limit the number of rows to rank
• JS-294: Quota console error with Next and Back

Build: 1.0.0.1310

Release Date: 8^th October 2023

Features

• SOL-4980: Separate create from save analysis permission
• SOL-5009: Always show Publish button when possible regardless of interviewing state
• JS-258: Prevent going back to an already submitted survey

Fixes

• SOL-4618: Don’t show report label for analysis in solo surveys
• SOL-4706: Database changes to improve performance and throughput
• SOL-4940: Ensure all emails are processed when using batch option
• SOL-4971: Remove X-XSS-Protection header from interviewing and main site (in line with OWASP)
• SOL-4973: Ensure X-Frame options header can be set for main site.
• SOL-4976: Unused referrer header removed to prevent future potential risk of a CSRF attack
• SOL-4987: Return a 400x or 500x error status code when appropriate
• SOL-4988: Track participant being deleted for SOI sync
• SOL-5003: Reset password email content changes to reduce it being treated as spam
• JS-104: Submitting works if error has not been seen yet (submit on all pages)
• JS-231: Must answer inline in a hidden question prevents the Respondent from using Next button
• JS-236: Potential crash during interview with empty code labels
• JS-269: Maintain original position for excluded codes when code order = random
• JS-279: Tab order updated when conditional questions appear
• JS-280: Allow custom scripts to be executed
• JS-284: Inline question within a Not Asked question causes empty page
• JS-287: No longer hide questionnaire when Submit pressed
• JS-288: SOI signature slow to be enabled
• JS-289: Must answer quantity sliders showing as error at start
• SOE-327: Variable references in initial value fields updated correctly when new variable inserted
• SOE-331: Prevent order of language variable being changed
• SOE-337: Stop question text being repeated in open series grids
• SOE-344: Question text lost in multi language survey when routing added
• SOE-345: Paste text only when copying from Word

Build 1.0.0.1297

Release date: 9^th July 2023

Features

• SOL-4888: Ability to create and save analyses via browser
• SOL-4618: Add report label to clickable link for each report
• JS-175: Random question order enhancements

Fixes

• SOL-4947: Report title potentially incorrect when run within Snap XMP Online
• SOL-4948: Handle large amounts of AttachIt data for downloading
• SOL_4953: Error when exporting large amount of CSV data
• SOL-4954: id.name lost on Close using the Legacy interviewer
• SOL-4967: Improve layout of password rules
• JS-132: Reduce flicker when questions transition in due to routing
• JS-235: Reduce size of published output
• JS-272: Set forward ordering to start on random code
• JS-274: Improve accessibility publish
• SOE-257: Improve grid re-arranging
• SOE-314: Fix 10 code semantic scale layout issue
• SOE-330: Allow all characters for hyperlink text
• SOE-333: Handle Greek characters correctly

Build 1.0.0.1289

Release date: 14^th April 2023

Features

• SOL-4742: Merge shared area into main survey tree view

Fixes

• SOL-4283: Redirect to log in page when log in times out on Analyze tab
• SOL-4752: Add option to be able to keep partials for quota/screen out
• SOL-4868: Option to keep partials when quota full hit working with JSI
• SOL-4890: Add username to reset password email text
• SOL-4894: Quota performance improvements when under high load
• SOL-4909/4915: improve performance of New survey dialog and Sync
• SOL-4910: Summary dashboard reports no pdf when not required
• SOL-4914: allow seeding on group survey landing page
• JS-18: variable response properties not working in open series literals
• JS-56: calculated values to show number of dps specified
• JS-73: improve performance of surveys with large amounts of code masking
• JS-208: alignment issues with compound grids when hiding/unhiding parts
• JS-209: inline attachIt option not showing as expected
• JS-246: Drag and drop rank allowed respondent to select more options than designed
• JS-241: alpha ordering not applied to inline questions

Build 1.0.0.1288

Release date: 4^th April 2023

Fixes

• SOL-4921: Anonymous SMTP fails when server supports authentication
• SOL-4928: Remove refs to OPTIMIZE_FOR_SEQUENTIAL_KEY as not supported on less than SQL 2019

Build 1.0.0.1284

Release date: 3rd January 2023

Features

• SOI Quotas now available with this release of SOL
• SOL-4809/4819/4845: Connectors (This is the updatesurvey.asp replacement)
• SOL-4701: Update colors to improve accessibility in the user interface
• SOL-4702: V2 of API: Add Participant endpoints
• SOL-4752: Allow Researcher to optionally keep partials for quota-ed or screen-ed out survey
• SOL-4757: Add ability to configure CSP and X-SSS to main Snap XMP Online site
• SOL-4764: Browser tab for screenout to be labelled Screen out
• SOL-4820: Allow multiple accounts to trust the same browser
• SOL-4838: Allow admin to reset trusted devices for a user
• SOL-4852: Add MFA usage to audit trail
• SOL-4856: Add in Payment Ref to a licence so on import the payment ref can be set AND limit the number of times a link can be used
• SOE-176: Inline spell checker alert (Chrome, Edge)
• SOE-292: Handle Compound Grids added via Snap XMP Desktop

Fixes

• SOL-4488: Validation added to text entry in Admin areas
• SOL-4573: Keep responses when flipping between Standard and Plain versions (w3c)
• SOL-4656: Group questionnaire: second import disables invites on participant where a subject has changed or been added (and possibly deleted)
• SOL-4697: Some characters (e.g. new line) in quota full message cause problems with JSI
• SOL-4765: Fail to process some emails returned to Snap XMP Online
• SOL-4774: Update AttachIt including old JQuery dependency (requires Snap XMP Desktop 12.12)
• SOL-4812: MFA UX issues
• SOL-4813: Print button not working if custom domain and JSI
• SOL-4832: Consistent participant status between legacy and JSI
• SOL-4834: Participant import, delete option can fail when seeding incorrect
• SOL-4837: Remove trusted device list and do not require user to specify one
• SOL-4842: Improve look of MFA code dialog when errors show
• SOL-4853: Maintain JSI zip after each download for next attempt
• SOL-4854: Audit record for closed partials incorrect if > 50 partials being closed
• SOL-4855: Read Email job always reporting 0 emails processed (SOL 1260 onwards only)
• JS-155: Print button not working on single page questionnaires
• JS-208: Spacing issue if ‘Space before’ used with Compound grid and routing
• JS-219: Seeded with hidden language editions can show wrong language
• JS-220: Missing response data in partial when drop down style used
• JS-222: Carousels with large amounts of question text overlap boxes
• JS-224: Masking in plain text version causes codes to not show
• JS-226: Text box loses focus (requires double click)
• SOE-132: Variable reference lost when new question added
• SOE-237: Variable reference potentially causing corrupt survey on save
• SOE-279: Survey fails to save due to routing

Build 1.0.0.1260

Release date: 20^th October 2022

Features

• JS-186: Inline questions
• SOL-4722: Multi Factor Authentication added
• SOL-4722: Password complexity setup via admin UI
• SOL-4756: Support for POP3/IMAP Office 365 Exchange Online OAUTH certificate-based authentication
• API: GetSurveyList and GetSurvey have a new property called ResponsesLastChanged that contains the timestamp showing when the responses were last changed.

Fixes

• SOL-4550: Share context not used for determining code list in filter/context
• SOL-4590: Optional for questionnaire SNIF is stored in the database
• SOL-4616: Pending activation list is limited to showing 10 accounts
• SOL-4634: Some characters can cause problem with export of data to Excel
• SOL-4664: Identify survey in bounce back email
• SOL-4724: Admin edit of account can lose some account data
• SOL-4746: SMTP 500 errors don’t need to be tried again
• SOL-4750: Switching to text only version turns partials off
• SOL-4770: Double quotes in filter expression fails
• SOL-4771: IMAP connection not secure
• SOL-4772: SNIF extraction on demand for Online Editor
• SOL-4780: Stop Admin browsing affecting user’s ‘Recent list’
• SOL-4785: Webpage on submit causes pop up if custom domain
• SOL-4787: Dashboard Summary report doesn’t work for a shared user
• JS-131: ‘use steps’ option for sliders respected
• JS-152: Carousel grid not always showing code labels
• JS-166: Compound grids
• JS-176: Preserve random order of codes on Save
• JS-182: Initial value shows up as answered twice in partial
• JS-185: Carousel grid changes for right to left languages
• JS-189: Updated version of jQuery
• JS-197: Multi choice drag and drop grid fixes
• SOE-142: Preview of drop downs fixes
• SOE-242: Preview of Data picker fixes
• SOE-293: Preview option removed from Editor

Build 1.0.0.1205

Release date: 16^th May 2022

Features

• SOL-4347: reCAPTCHA can be added to reset the password and account creation pages. Configuration is required in machinespecific.config (FMSMVC)

Fixes

• SOL-4729: Stop storing the ‘Data’ in the Responses table if the source is Snap XMP Desktop
• SOL-4738: Invites stopped incorrectly on a survey when too many concurrent connections
• SOL-4379: SMTP connections not always disposed of as soon as can be
• SOL-4740: Close partials job can block other jobs when large numbers of partials to close
• JS-8: Rating check with routing on grid doesn’t allow the grid questions to be answered. (This requires the latest Interviewer and Snap XMP Desktop updates for complete release)
• JS-49: Resume partial to start on page in error (if necessary)

Build 1.0.0.1171

Release date: 7^th February 2022

Features

• SOE-254: Support for Sliders added
• SOL-4565: Support for multi response context values
• SOL-4618: Report title shown as tool tip
• SOL-4677: Support for new (beta) interviewer in Qwizards online

Fixes

• JS-22: No read only calculated source can show as 0
• JS-138: Fix for multi line AttachIt question
• JS-143: Customisation possible of error message for Valid property
• JS-144: Auto answer on masked question set incorrectly
• JS-145: Too many decimal places sometimes displayed on derived variable
• JS-146: Error in calculation following variable with Max responses property set
• JS-151: Initial value set to an exclusive code could be removed when using Back button
• JS-153: Grids in Safari browser sometimes failed to display
• SOL-4315: Email alerts with AttachIt attachments now handled correctly
• SOL-4526: Error shown to user when no valid licence on cloning
• SOL-4550: Share context not applied for determining code list for filters/contexts 
• SOL-4568: Reset participant invite status after email address corrected
• SOL-4588: Revise ordering of seeding screen on Participant import
• SOL-4596: RGB colours converted to RGBA on save in email invite
• SOL-4622: Adding or editing a subject on a Group questionnaire within Snap XMP Online would break seeding for the first subject
• SOL-4623: Web page on submit seeding not handled correctly
• SOL-4666: Improve performance of email reader and enhance error logging
• SOL-4684: Change wording of invite schedule when invites are disabled
• SOL-4685: Better display of survey status messages on mobile devices
• SOL-4690: Fix for Restart button not working
• SOL-4698: Mailing status added to top line
• SOL-4710: Partials not working as expected for Group questionnaire

Build 1.0.0.1104

Release date: 4^th October 2021

Features

• SOL-4389: API v1 (permission based so needs to be enabled for each account)
• SOL-4542: New button added to allow userAdmin to generate a reset Password link manually
• SOL-4553: Separate licence defaults for when Admin creates account
• SOL-4585: Option to update survey licences when template licence updated
• SOL-4608: Quotas
• SOL-4648: Include created time in Participant export
• JS-94: Image map accessibility enhancements JS-108: Slider bar accessibility enhancements

Fixes

• SOL-4072: Set default session timeout to be 59 mins
• SOL-4331: Handle surveys with only paper editions
• SOL-4491: More helpful error message when creating an account that’s been deleted or purged
• SOL-4492: Social media links added to Collect page
• SOL-4494: QR code to use custom URL
• SOL-4538: Stop using iFrame unless its custom domain
• SOL-4539: Set custom URL token to original value if you clear it
• SOL-4545: Survey name can contain invalid characters when you clone a survey
• SOL-4549: Make choosing worksheet number more obvious in Participant upload dialog
• SOL-4555: Use account’s Full name when no Email from name set for invitations
• SOL-4558: Participant import performance improvements
• SOL-4575: Add option to disable checks in mailer for certificate revocation
• SOL-4577: Handle id.name variable rename
• SOL-4579: Sort order added for Group questionnaire list as seen by Participant
• SOL-4601: Trim leading and trailing spaces from ‘subject’ for group questionnaires
• SOL-4612: Logged in survey completion rate incorrect
• SOL-4617: Participants cannot be added via UI
• SOL-4629: More validation required on email address when sharing (plus trim spaces)
• SOL-4654: Crash adding a new participant to an invite only survey
• SOE-145: Drop downs now working in Editor preview
• SOE-165: Code ordering now working on Editor preview 
• SOE-208: More…dialog can get cut off
• SOE-222: Placeholder text would sometimes remain in Firefox
• SOE_225: Footnote in wrong position when masking is on
• SOE-246: Grid of open ended quantity questions incorrect size
• JS-20: Closing the attachIt dialog would show an error in IE11 
• JS-20: Native data pickers in SOI
• JS-39/SOE-216: Alpha ordering with mask and other question problem
• JS_90: Footnote appears in wrong place when mask also applied to the variable
• JS-91: Routing not working when variable in error state
• JS-92: Start date/time incorrect
• JS-95: Wrong format for dates in initial/seeded values
• JS-113: Error message not visible when question overflows viewport
• JS-119: Long initial values could cause crash
• JS-120: Build preview does not reload on browser refresh
• JS-124: Grid of notes would crash
• JS-123: Cater for seeding/ restoring values when initial value

Build 1.0.0.1065

Release date: 21st June 2021

Features

• Survey response profile graphs added
• SOL-4562: Delete mode added to Upload Participants 
• SOE-122: Rating check feature added to Online Editor
• JSI-32:Support for partials

Fixes

• SOL-4558: Participant import re-write adjustments – batch up within SQL to improve performance / only allow 1 update from Desktop at a time
• SOL-4560: Warn user the schedule will be cleared if they manually stop a survey
• SOL-4578: Error shown when survey with custom login page paused
• SOL-4591: Allow participant reminder to have an interval set to 0
• SOL-4598: Participant wizard can time out when uploading a large spreadsheet
• SOL-4550: Share context not used for determining code list in filters/contexts in Analyze
• SOL-4555: use account’s Full name when no Email from name set for invitations
• SOL-4559: Participant overview ‘started’ and ‘completion rates’ inaccurate for group survey
• SOL-4554: Group Questionnaires don’t work when there is an apostrophe in the subject
• SOL-4534: Adding a / or : in Subject line of an email results in error
• SOE-217: Mutually exclusive option doesn’t show
• SOE-224:  Editor preview doesn’t show initial values
• SOE-229: Grid questions have code exclude lists set up on 2nd, 3rd etc row
• SOE-234: grid attributes text overlaps content
• SOE-235: Page breaks not handled correctly in Editor preview
• SOE-169: Auto renumber option not respected in Editor
• JS-8: Added option to unselect option for Rating Check
• JS-31: Support for Restart button in SOI
• JS-45: Prevent double submit from occurring
• JS-109: Support for Close button in SOI
• JS-20: data pickers not working
• JS-38: Handling for read only variables
• JS-107: Id.completed not set on submit
• JS-83: All paradata handling

Build 1.0.0.999

Release date: 7^th December 2020

Features

• SOL-4479: Allow surveys created from Survey templates to be sync’d between Snap XMP Desktop and Snap XMP Online
• SOL-4506: Customisable options available when exporting data from Snap XMP Online

Fixes

• SOL-4331: Handle surveys with only paper editions
• SOL-4420: Entering HTML in text fields can crash dialog or page
• SOL-4470: Build tab tooltip restyled to make it easier to read and not overlap
• SOL-4507: Filter issue when Survey set to US date format
• SOL-4510: Handle email bounce backs
• SOL-4511: Filter Participant by status displays empty list
• SOL-4520: Survey mailing stopped on failure to send 1 invite
• SOE-123: Text substitution not working in Editor Preview
• SOE-189: Add a footnote to a Single and it disappears after a reload
• SOE-205: Open ended questions only accept 1 character in Build | Preview 
• SOE-209: Setting the Initial value for a literal can throw up an error or cause the survey to not save
• SOE-221: Hard to set a semantic scale to have 10 codes
• JS-96: Footnotes on grids fixed

The post Subscription Snap XMP Online release notes appeared first on SnapSurveys.

• Windows Server 2019 or later running IIS, matching Microsoft’s minimum requirements, plus an additional 2GB memory
• SQL Server 2016 or later, matching Microsoft’s minimum requirements
• Further resources will be determined by load levels and usage profiles

You can find the latest technical specifications here.

These installation instructions have been written for Window server 2022. You will need to refer to the system documentation if installing on a different version of Windows server

This document assumes that your server is configured, secured and functioning properly using a server certificate for SSL

You will require server administrator skills and rights

You will need a Snap XMP Desktop installation code during the Snap XMP Online installation process. This is required to run the software used by Snap XMP Online. This must be the only copy of Snap XMP Desktop on the server. If you have a networked copy of Snap XMP Desktop the networked copy must be run on a separate server.

Snap XMP Online requires the use of a mail server for certain functionality. The mail server should be running on a separate server to reduce congestion.

Installation steps

IIS installation

Check if IIS has already been installed and if not, install it

Configure the server using ‘Add roles and features’ to have the following components to ensure the software installs and runs correctly.

•  Add Windows Authentication.

• Add the ASP.NET 4.8 role under the Application Development section

•  Include the features that are required for ASP.NET 4.8.

• Add the HTTP activation for WCF services and the Message Queuing (MSMQ) Activation (including the features required):

Create databases in SQL Server

Snap Online requires 5 separate databases to store the data.

NB: The collation must be Latin1_General_CI_AS. This needs to be set when the databases are created.

The naming convention allows for a prefix of your own choosing followed by the following names:

• prefix_CustomURL
• prefix_SOL
• prefix_SOLMailing
• prefix_SOLResources
• prefix_SOLShares

The prefix along with user credentials for an account that has permission to create tables in these databases will be required when running the installer. We recommend you create a new user and set the new user to be the database owner.

Run the installer

The Snap Online setup.exe will install the following components:

• Snap Online
• Snap Desktop
• Snap Pool12
• Win2pdf (a pdf printer driver to enable reports to be generated)
• AttachIt

 Run setup.exe from your download:

Install all the pre-reqs and reboot as required.

Select where you would like the Snap Online software to be installed and the folder you would like to use to store the survey data.

When prompted select the SQL server and specify the user credentials and prefix chosen for the databases:

Press the Next button. The Snap Desktop installer will start.

Enter the installation code when asked to do so.

• You do not need to install the sample surveys.
• You do not need the SPSS add-on.
• You do not need the shortcuts.

 The win2pdf installer will automatically start. Follow the prompts to install.

The SnapPool12 installer will automatically start. Follow the prompts to install.

Check the information dialog at the end for errors:

Restart server

Once the installer has finished restart the server to update the security permissions set up during the install.

Configuring Snap Online

Log in as sysadmin

Open the SnapOnline site in a browser: https://localhost/SnapOnline

NB – access needs to be over https://

Log into the sysadmin account. The default password is sysadmin.

Change the sysadmin password

 Select Your account from the accordion and then select the Change password option:

Password complexity rules

The password complexity rules can be configured in the User interface:

Configure the site

Most of the configuration is set up for optimum working of Snap Online and so will not need to be adjusted. However, the following configuration is necessary:

AttachIt

Select Configuration in the accordion and select the AttachIt topic:

Set the ‘External service path’ to your sites public domain

Generate a new random GUID and copy the GUID into the ‘DownloadToken’ setting in AttachIt’s web.config (C:\inetpub\wwwroot\AttachIt)

Main site URLs

Select Configuration in the accordion and select the ‘Common settings’ topic:

You will need to configure the following with your site domain:

• Base url for interviewer application
• Base url for Javascript interviewer  External url for Snap Online

 Content security policy for the interviewer site

Select Configuration in the accordion and select the ‘Content security policy’ topic:

You will need to configure the following with your site domain:

• Custom url domain

Custom URL site

Select Configuration in the accordion and select the ‘Custom URL’ topic:

You will need to configure the following with your site domain:

• Service URL path

 Custom URL template

You will need to edit the config file

C:\SnapOnline\WebContent\ShortUrl\config\MachineSpecific.config and change the setting:

<setting name=”UrlTemplate” serializeAs=”String”>

<value>http://localhost/s/{0}</value>

</setting>

And replace “http://localhost” with your site domain. This is the base URL for surveys that respondents will use.

Secret key

On a new install a unique secret key will be automatically generated. If you need to change it use the

‘Generate random GUID’ option and then copy the GUID into the ‘Key’ setting in

applicationSettings.config for the Custom URL service. (C:\SnapOnline\WebContent\ShortUrl\config)

Email responses and invites

Snap Online can be configured to send and receive emails. Snap Online uses the SMTP server to send emails regarding administration tasks such as password reset and invitations to participants as well as email alerts configured on a survey by survey basis. The SMTP and POP3/IMAP mail servers can be set up to use basic authentication or Office 365 Exchange Online OAUTH certificate or secret key based authentication – details can be entered in the Inbox and SMTP account pages. See the additional Help guide ‘Inbox set up when using OAUTH and Office365.pdf’

Snap Online can be configured to process an inbox to handle replies to invitations including bounced emails.

After an SMTP mailer has been configured you will need to enable the job which is periodically called to send the invitations. Select Job scheduler in the accordion and Edit the ‘Send invitations’ job:

Adding Single sign on

Each account can be configured to use Snap Online authentication or can be set to use an alternative SAML2 Single sign on provider such as Microsoft Azure or OKTA. The identity providers can be set up via the SSO accounts configuration option. See the additional Help guide ‘Setting up the Identity provider for Snap XMP Online.pdf’ for details.

 Once an identity provider has been configured each account can be set to either use local (Snap Online) authentication or the identity provider.

Select the account from the list of users followed by Edit details:

Select the Identity provider from the drop down option:

Adding CAPTCHA to password reset and account register pages

Select Configuration in the accordion and select the ‘ALTCHA’ topic:

Tick the ‘Enable’ option.

A unique key will be automatically generated on a new install. If you want to generate a new key the Snap Online appPool will need a restart for it to take effect.

Adding CAPTCHA to interviews

To allow users to add a CAPTCHA at the start of each interview the appropriate permits need to be updated to enable this feature.

Select Permissions under User admin:

The default ‘Researcher’ permit can have the ‘Enable ALTCHA for interviewing’ permission selected:

Any other permit groups that need the permission can also be enabled.

Enabling the API

To allow programmatic access to the data held within Snap Online apply the following configuration:

Access to survey information and response data is controlled by ‘Enable RESTful API’ and access to participant information (to add, update and delete) is controlled by ‘Enable Participants’

To add and delete participants via the API the PUT and DELETE HTTP verbs need to be enabled in IIS

Initialising the system

To create surveys in the Snap Online editor you need to have a starting template. Snap Online can be configured to share the contents of a global folder so that any starting templates you upload to this folder will be available to all accounts.

Create an account to hold the global folder

Select User admin in the accordion and select the ‘Create new user’ option:

Fill in the details, setting the Permissions to be ‘Researcher’ and select the ‘Create user’ button at the bottom of the page:

Upload a starting template into the account

Select the account and use the ‘Upload template’ option to upload a zip file containing a Questionnaire template and an optional image (with the same name as the template). A blank starting template can be found in the ‘Questionnaire templates’ folder alongside the SnapOnline installer setup.exe. Untick the ‘Create default licence’ option before selecting the file:

Once the template has uploaded you can log into the account to set up the global folder:

Select the ‘New folder’ option and create a folder:

Move the template into the folder by dragging the item in the accordion:

Select the folder in the accordion and make a note of the (folder) ID on the URL

Log out of the account to return to the Admin area. Select Configuration in the accordion and select the ‘Licensing-system’ topic. Copy the folder ID into the ‘Global Resources Folder id’:

Follow the steps above to upload all custom Questionnaire templates for your system.

Creating new user accounts

Each account on the system has a permit (which details what the account is able to to) and a licence (how much the account can do). Permits are defined by Permission groups and allocated when the user is created and can be changed at any time. Some default Permission groups are created during the installation process eg Researcher (the permit for users who need to create surveys), Analysis (the permit for users who just need to view reports and analyses) and Interviewer (the permit for users who use the mobile interviewing app (Snap Offline Interviewer) to conduct face to face or kiosk based surveys). The Permissions groups can be adjusted to enable or disable functionality. On saving a change any account using that Permission group will be affected immediately.

When creating an account you will allocate a Permit and can specify licence limits. The limits that can be applied are:

• Survey limit (maximum number of surveys that can be created/uploaded),
• Number of units (responses and attachIt file size make up units and can be ‘charged’ according to
• ‘Charging rates’ which can be configured via the accordion.)
• Number of days for licence (how long the licence lasts for once activated)

Snap Online has been written with the intention that the ‘User name’ is the same as the email address. For example: when the reset password option is used the form asks for an email address. Strictly speaking it is requesting the user name field and will use the email address field to send the email. All user names must be unique, however the same email address can be used on multiple accounts. This allows admin accounts to be created with a unique user name but use the email address of an existing account.

Multi Factor Authentication (MFA)

It is possible to allow users to set MFA up on their account. A User admin needs to enable this feature which will then allow the user to set up MFA choosing either email or an Authenticator app (if configured) as an additional factor:

Alternatively, MFA can be enabled for all accounts by editing machinespecifig.cong:

C:\SnapOnline\WebContent\FMSMvc\Config\machinespecific.config

<add key =”MakeMFAAvailable” value=”True”/>

Authenticator App

To allow users to choose an Authenticator app for MFA you will need to configure the following:

C:\SnapOnline\WebContent\FMSMvc\Config\machinespecific.config and set:

<add key=”GAuthPrivateKey” value=”xxxxxxxx”/>

<add key=”GAuthEnable” value=”True”/>

Set GAuthPrivateKey to an 8 (or more) character alphanumeric value which is used to generate a unique key

If a user has a problem logging in after setting up MFA a User admin is able to clear the MFA settings reverting the user back to basic authentication:

Allowing API access for the account

API access is controlled by a permission. To add that permission to an account you either need to edit the existing Permission group or create a new one to allocate to the account.

If you want to edit an existing one, log in as a Sysadmin account and select the Permission group:

Enable the ‘Manage integrations’ option:

If you want to create a new Permission group (eg Researcher with API) then select the ‘Create new group’ option at the top of the Permissions page, set it to have the same options as Researcher and then add the Manage integrations option. You would use this method if you want to limit which accounts can be accessed via the API. The account that you want to use for the API will need to have a permit that has this permission – so either Researcher if you have modified that or the new one you created.

To change the permit, select the user via an admin account and then select the ‘View user licences’ option:

You can then change the permit used by that account:

Note: The permit on a resource (i.e. survey) is dependent on the permit that the resource owner has and in the case of sharing it is also dependent on the permit the shared to account has as well as the permit applied on the share itself. So if you use 1 account via the API and want access to surveys that belong to a different account but have been shared to the API account then both accounts need to have API permission as well as the share.

The post On-Premises Snap XMP Online installation guide appeared first on SnapSurveys.

1. Ensure that firewalls or proxy servers are not blocking Snap XMP from making HTTPS calls to the domain e.g. online1.snapsurveys.com
2. Add *.snapsurveys.com to the proxy server settings, this should allow the synchronisation calls through. The service uses port 443.

The post Security settings for synchronization appeared first on SnapSurveys.

Build: 1.0.0.1377

Release Date: 19^th September 2025

Features

• Quota and screen out set up in Snap Online
• SOL-4959: Captcha (ALTCHA) can be added to interviewing
• SOL-5155: Support for account level Single sign-on
• SOL-5234: Replace Google ReCaptcha option with ALTCHA for website
• SOL-5269: Multiple shares can be set at once using semi colon to separate the usernames
• SOL-5297: Support for Microsoft Exchange SMTP OAUTH 
• JS-81: slide keyword to auto choose between horizontal and vertical slide on interview start depending on orientation
• JS-352: Quick exit keyword feature added
• JS-372: Code box animations: scale and ripple effects
• Third party library updates

Fixes

• SOL-4990: Job to clear Interview starts table can fail when large volume
• SOL-5004: Remove unused data column from Responses table
• SOL-5086: Failure to extract survey for database storage on sync is now benign
• SOL-5184: Cannot delete accounts with admin permissions
• SOL-5107: Job to clear actual response data table can fail when large volume
• SOL-5149: Clone a broken survey in SnapOnline corrupts your usermap
• SOL-5173: The title in some connector dialogs was incorrect
• SOL-5202: POP3 OAUTH secret key working (instead of certificate)
• SOL-5217: Allow customers to embed their survey in their own iframe without redirecting outside of the frame on submit
• SOL-5225: Admin accounts do not have access to the “Enable MFA” setting on a new install
• SOL-5227: Change Admin | Services page to a status page – no option to restart
• SOL-5228: Remove stats re “Membership Authentication success/failure” as no longer applicable
• SOL-5230: QR code tooltip squashed
• SOL-5239: Allow fullscreen on marketing notification panel
• SOL-5244: download all paper editions in a zip file
• SOL-5249: ‘Scheduled’ status now returned as ‘Not started’ rather than failing
• SOL-5252: Purge deleted survey job can fail if a schedule had been set
• SOL-5274: Layout on password dialog improved for Firefox
• SOL-5275: Opening the qwizard can time out when retrieving template field values from the database
• SOL-5277: Desktop token life extended each time the account logs on
• SOL-5279: Survey with filled quota continues to count towards live interviewing count
• JS-307: Multiple timers in multi-language surveys can fail to publish correctly
• JS-352: Quick Exit feature works as expected with custom domains
• JS-380: Sticky footer now appears at same height regardless of page size
• JS-381: Wrong orientation on Jump to top icon with right to left languages
• JS-390: Restart goes back to blank page
• JS-400: A grid set up to show as buttons with masking applied displays incorrectly
• JS-404: Partial data can fail to send if more than 64kb
• JS-324: Added keyword features break us date validation / keyword feature added to grid now affects all parts of the grid
• Various bug fixes to the online editor including multiple styling to text, GoTo routing text duplicates on Save

Build: 1.0.0.1366

Release Date: 15^th April 2025

Features

• JS-81: Horizontal and vertical page transitions
• JS-371: Automatically move to the next page

Fixes

• SOL-5208: New user notification does not show the first time a user logs on if an order is imported
• SOL-5214: SOL installer – allow install location to be overwritten on upgrade
• SOL-5243: AttachIt white list should be case sensitive
• JS-324: HTML settings: call custom functions from questionnaire without JS
• JS-386: Open-ended showing error while typing
• JS-389: Routing on question caused seeding to not show during interview
• JS-390: Restart button takes you back to the beginning of the interview but the page is blank
• JS-391: Image maps could calculate the wrong size when using the Back button

Build: 1.0.0.1361

Release Date: 21^st February 2025

Fixes

• SOL-5221: Email alerts to multiple addresses not always accepted by mail client
• JS-314: Allow user to type in date to a native date picker
• JS-340: Better handling for when map controls are incorrectly set up
• JS-361: Initial value can be lost after masked out and back in
• JS-364: JSI fails when there are page timers in a multi-language survey
• JS-365: Better handling for when sliders are incorrectly set up
• JS-368: Text substitution of the joining word (and) incorrect in multi-language editions

Build: 1.0.0.1359

Release Date: 28^th January 2025

Features

• New Single edition starting template
• SOL-4912: Allow nominated question from survey to be embedded into invites
• SOL-5140: Option added to show password on Snap Online log on page
• SOL-5151: Opt out link automatically added to invites if one not present
• SOL-5171: New user notification setup added for Marketing Admin
• SOE-371:  Only allow images up to 10Mb in size

Fixes

• Improve performance of quotas
• SOL-5050: Twitter logo updated to X logo
• SOL-5068: Allow Help URL link to be a mailto link
• SOL-5069: Add some help text to the Invitations right hand pane when no invites defined
• SOL-5131: Deleting a seeded variable from the survey causes participant import / connector wizards to hang
• SOL-5152: Participant invites not sent if the survey is processed for mailing before the end of the import
• SOL-5161: Help link incorrect when first log on
• SOL-5168: 3rd party library updates
• SOL-4510: Additional bounce back email status codes added to check list
• SOL-4632: Dropped questionnaire SNIF table still referenced after survey purge
• SOL-4902: Provide drop-downs for options on Licencing pages of Config
• SOL-4906/5179: CleanEmails job not always finding the date an email was sent
• SOL-5149: Cloning a broken survey in Snap Online corrupts the user map
• SOL-5158: Replace OPTIMIZE scripts for SQL 2016 backward compatibility
• SOL-5163: Delete old interview job fails due to timeout but reports success
• JS-314: Allow user to type in date to a native date picker
• JS-340: Better handling for when map controls are incorrectly set up
• JS-359: Quota surveys sometimes hang during interview when all quotas complete
• JS-360: The error message shows half-width for a grid of must answer drop-downs when the last question is not must answer
• JS-361: Initial value can be lost after masked out and back in
• JS-364: JSI fails when there are page timers in a multi-language survey
• JS-365: Better handling for when sliders are incorrectly set up
• JS-368: Text substitution of the joining word (and) incorrect in multi-language editions
• SOE-363: Scaling an image in the editor reduces the size more than it should
• SD-531: HTML generation for question in invite – issue with full width borders plus transparent borders in Outlook
• SD-573: Alt text for show as buttons (requires JSI 647)

Build: 1.0.0.1344

Release Date: 5^th September 2024

Features

• SOL-4320: New Job scheduler service to reduce blocking jobs
• SOL-4611: New job added to delete inactivated pending accounts
• SOL-4904: Participant archive and unarchive jobs added
• SOL-5030: Support POP3 OAUTH using client secret as an alternative to certificate
• SOL-5041: Limit the number of responses that can be exported from Snap XMP Online in one go
• SOL-5113: New ‘scheduled’ survey status added
• SOL-5116: Allow multiple SMTPs to be used for sending invites
• SOL-5133: Rebuild db index job migrated to new Scheduler
• JS-295: New ID.page functionality during interview
• JS-296: New Tab control functionality during interview

Fixes

• SOL-4632: QuestionnaireSnifRevisions table in Resources DB no longer required
• SOL-4706:  Improve participant/invite UI responsiveness
• SOL-4781: Updated Kendo and JQuery libraries
• SOL-4827: Incorrect warning about partial being deleted when editing a participant removed
• SOL-5035: Concurrent web interview limits redrawn issues
• SOL-5044: Title on custom domain survey left blank rather than Snap Surveys
• SOL-5052: Return 404/410 for invalid interview links and non running surveys
• SOL-5059: Prevent 2 paper download links being created
• SOL-5064: Improve performance of Desktop Sync streaming
• SOL-5065: Created date set for participant when created via a connector or API call
• SOL-5110: V1 of GetResponses API call now charging units
• SOL-5115: Email alert only includes 1 AttachIt file when multiple added
• SOL-5123 – POP3/IMAP passwords cannot contain certain characters eg <>
• SOL-5127: Rephrase reset message on group questionnaire participant
• SOL-5137: DB index improvements
• SOL-5142: Extra warning added to Save pages
• SOE-345: Better handling for content pasted from Word
• SOE-351: Fix adding options in semantic scale
• SOE-353: Survey fails to load if brackets in style name
• SOE-354: Survey becomes corrupt after deleting grid rows with routing dependencies
• SOE-355: Valid field now working for open ended literals
• SOE-356: Save issues with compound grid and routing
• SOE-358: Questionnaire fails to load in Editor when numbering sections set to numbers
• SOE-360: Surplus spaces in routing expression not handled
• JS-73: Speed improvements when loading of large surveys
• JS-152: Better centring of code labels on mobile devices with carousel grids
• JS-154: Prevent multiple AttachIt files for the same question
• JS-280: Allow custom scripts in the header to be executed
• JS-299: Configuration issues with Randomise displayed in Desktop preview
• JS-307: Implement Timer in multi-language questionnaires
• JS-315: Fix text substitution from variable hidden on another page
• JS-317: Alphabetical ordering with columns broken when excluding the last code(s)
• JS-318: Map control alignment incorrect
• JS-320: Inconsistent execution of routing affecting Next page contents
• JS-321: Masking not working when number of codes is different
• JS-331: Native date picker showing wrong date format in error message
• JS-336: Hide blank entry for drop-down plus must answer plus value
• JS-337: Show slider set with initial value
• JS-338: Refresh image maps with calculated value
• JS-339: Allow time to be entered with “.” separator
• JS-341: Carousel would not show code labels if defined in the Next parts
• JS-345: Error saving a partial on an empty page
• JS-347: Allow initial value to be set to specific codes of another variable

Build: 1.0.0.1321

Release Date: 15^th January 2024

Features

• SD-528: Allow screen outs to explicitly ignore the global target
• SOL-4965: Paper edition published on demand 
• SOL-5025: Excel CSV option added to Export responses

Fixes

• JS-73: Restart button within SOI does not return the interviewer to the first page
• JS-116: Allow custom CSS to be used during interview
• JS-269: Excluded codes now pushed to the end of the sequence for alpha-ordering only 
• JS-236: Legacy HTML option with masking can stop the interview loading
• JS-246: Drag & Drop Rank does not limit the number of rows to rank
• JS-253: Rank index displayed on its own line when code label is long
• JS-294: Quota console error with Next and Back
• JS-300: Masking and alpha ordering could result in codes showing more than once
• JS-301: Rating check plus must answer issues
• JS-302: Carousel not displaying correctly when grid question text not showing
• JS-303: Drag rank question with conditional routing does not always display the initial value
• JS-304: Page timer not working when randomise added
• JS-305: Show the error on Drag and drop grids after focus is moved on
• SOE-270: Snmedia read and save added
• SOE-275: Semantic scale label edit improvements
• SOE-312: Rank and Category grid edit improvements
• SOE-316: Image map grid edit improvements
• SOE-338: Grid labels lost when changing grid style
• SOE-343: Group questionnaire edit improvements
• SOE-346: Image resize issues
• SOE-347: Post condition routing can get removed
• SOL-5027: Error shown if number of pages in a report greater than 200
• SOL-5028: Rename from ‘Your work \ Surveys’ to ‘Owned by you \ Your work’

Build: 1.0.0.1313

Release Date: 17^th October 2023

Features

• SOL-4980: Separate create from save analysis permission (Admins can set Edit and create analyses / save modified analyses permissions as required)
• SOL-5009 Always show Publish button when possible regardless of interviewing state
• JS-258: Prevent going back to an already submitted survey
• SD-485 / JS-200: New ribbon for compound grids with option to set relative widths
• SD-505: Native time picker allows seconds
• SD-507: Allow variables to be excluded from randomisation blocks (to keep titles at the top)
• SD-514: Responsive images: automatically resize when the window is resized

Fixes

• SOL-4618: Don’t show report label for analysis in solo surveys
• SOL-4706: Database changes to improve performance and throughput
• SOL-4940: Ensure all emails are processed when using batch option
• SOL-4971: Remove X-XSS-Protection header from interviewing and main site as recommended by OWASP
• SOL-4973: Ensure X-Frame options header can be set for main site. (Admins can set via Configuration | Content security policy) 
• SOL-4975: Session cookie invalidated after log out
• SOL-4976: Unused referrer header removed to prevent future potential risk of a CSRF attack
• SOL-4987: Return a 400x or 500x error status code when appropriate
• SOL-4988: Track participant being deleted for SOI sync   
• SOL-5003: Reset password email content changes to reduce it being treated as spam
• JS-104: Submitting works if error has not been seen yet (submit on all pages)
• JS-231: Must answer inline in a hidden question prevents the Respondent from using Next button
• JS-236: Potential crash during interview with empty code labels
• JS-269: Maintain original position for excluded codes when code order = random
• JS-279: Tab order updated when conditional questions appear
• JS-280: Allow custom scripts to be executed
• JS-284: Inline question within a Not Asked question causes empty page
• JS-287: No longer hide questionnaire when Submit pressed
• JS-288: SOI signature slow to be enabled
• JS-289: Must answer quantity sliders showing as error at start
• SOE-327: Variable references in initial value fields updated correctly when new variable inserted
• SOE-331: Prevent order of language variable being changed
• SOE-337: Stop question text being repeated in open series grids
• SOE-344: Question text lost in multi language survey when routing added
• SOE-345: Paste text only when copying from Word
• SD-510: Prevent crash with quotas containing a weight
• SD-511: Fix Done and Cancel buttons on data import (for when quotas are present)
• SD-512: Recompile group variables based on a range of variables when new variables present in the range
• SD-516: Variables with an initial value cannot be used in a db import
• SD-517: Rim weights not rebuilding correctly

Build 1.0.0.1301

Release date: 24^th August 2023

Features

• SOL-4888: Ability to create and save analyses via browser
• SOL-4618: Add report label to clickable link for each report
• JS-175: Random question order enhancements

Fixes

• SOL-4947: Report title potentially incorrect when run within Snap XMP Online
• SOL-4948: Handle large amounts of AttachIt data for downloading
• SOL_4953: Error when exporting large amount of CSV data
• SOL-4954: id.name lost on Close using the Legacy interviewer
• SOL-4967: Improve layout of password rules
• JS-132: Reduce flicker when questions transition in due to routing
• JS-235: Reduce size of published output
• JS-272: Set forward ordering to start on random code
• JS-274: Improve accessibility publish
• SOE-257: Improve grid re-arranging
• SOE-314: Fix 10 code semantic scale layout issue
• SOE-330: Allow all characters for hyperlink text
• SOE-333: Handle Greek characters correctly

Build 1.0.0.1292

Release date: 2nd June 2023

Features

• SOL-4742: Merge shared area into main survey tree view

Fixes

• SOL-4283: Redirect to log in page when log in times out on Analyze tab
• SOL-4752: Add option to be able to keep partials for quota/screen out
• SOL-4868: Option to keep partials when quota full hit working with JSI
• SOL-4887: Password Reset link generated by Admin does not work
• SOL-4890: Add username to reset password email text
• SOL-4894: Quota performance improvements when under high load
• SOL-4909/4915: improve performance of New survey dialog and Sync
• SOL-4910: Summary dashboard reports no pdf when not required
• SOL-4914: allow seeding on group survey landing page
• JS-18: variable response properties not working in open series literals
• JS-56: calculated values to show number of dps specified
• JS-73: improve performance of surveys with large amounts of code masking
• JS-208: alignment issues with compound grids when hiding/unhiding parts
• JS-209: inline attachIt option not showing as expected
• JS-246: Drag and drop rank allowed respondent to select more options than designed
• JS-241: alpha ordering not applied to inline questions

Build 1.0.0.1288

Release date: 4^th April 2023

Fixes

• SOL-4921: Anonymous SMTP fails when server supports authentication
• SOL-4928: Remove refs to OPTIMIZE_FOR_SEQUENTIAL_KEY as not supported on less than SQL 2019

Build 1.0.0.1284

Release date: 3rd January 2023

Features

• SOI Quotas now available with this release of SOL
• SOL-4809/4819/4845: Connectors (This is the updatesurvey.asp replacement)
• SOL-4701 – Update colors to improve accessibility in the user interface
• SOL-4702: V2 of API: Add Participant endpoints
• SOL-4752 – Allow Researcher to optionally keep partials for quota-ed or screen-ed out survey
• SOL-4757 – Add ability to configure CSP and X-SSS to main Snap XMP Online site
• SOL-4764 – Browser tab for screenout to be labelled Screen out
• SOL-4820 – Allow multiple accounts to trust the same browser
• SOL-4838 – Allow admin to reset trusted devices for a user
• SOL-4852 – Add MFA usage to audit trail
• SOL-4856 – Add in Payment Ref to a licence so on import the payment ref can be set AND limit the number of times a link can be used
• SOE-176 – Inline spell checker alert (Chrome, Edge)
• SOE-292 – Handle Compound Grids added via Snap XMP Desktop

Fixes

• SOL-4488 – Validation added to text entry in Admin areas
• SOL-4573 – Keep responses when flipping between Standard and Plain versions (w3c)
• SOL-4656 – Group questionnaire: second import disables invites on participant where a subject has changed or been added (and possibly deleted)
• SOL-4697 – Some characters (e.g. new line) in quota full message cause problems with JSI
• SOL-4765 – Fail to process some emails returned to Snap XMP Online
• SOL-4774 – Update AttachIt including old JQuery dependency (requires Snap XMP Desktop 12.12)
• SOL-4812 – MFA UX issues
• SOL-4813 – Print button not working if custom domain and JSI
• SOL-4832 – Consistent participant status between legacy and JSI
• SOL-4834 – Participant import, delete option can fail when seeding incorrect
• SOL-4837 – Remove trusted device list and do not require user to specify one
• SOL-4842 – Improve look of MFA code dialog when errors show
• SOL-4853 – Maintain JSI zip after each download for next attempt
• SOL-4854 – Audit record for closed partials incorrect if > 50 partials being closed
• SOL-4855 – Read Email job always reporting 0 emails processed (SOL 1260 onwards only)
• JS-155 – Print button not working on single page questionnaires
• JS-208 – Spacing issue if ‘Space before’ used with Compound grid and routing
• JS-219 – Seeded with hidden language editions can show wrong language
• JS-220 – Missing response data in partial when drop down style used
• JS-222 – Carousels with large amounts of question text overlap boxes
• JS-224 – Masking in plain text version causes codes to not show
• JS-226 – Text box loses focus (requires double click)
• SOE-132 – Variable reference lost when new question added
• SOE-237 – Variable reference potentially causing corrupt survey on save
• SOE-279 – Survey fails to save due to routing

Build 1.0.0.1260

Release date: 20^th October 2022

Features

• JS-186: Inline questions
• SOL-4722: Multi Factor Authentication added
• SOL-4722: Password complexity setup via admin UI
• SOL-4756: Support for POP3/IMAP Office 365 Exchange Online OAUTH certificate-based authentication
• API: GetSurveyList and GetSurvey have a new property called ResponsesLastChanged that contains the timestamp showing when the responses were last changed.

Fixes

• SOL-4550: Share context not used for determining code list in filter/context
• SOL-4590: Optional for questionnaire SNIF is stored in the database
• SOL-4616: Pending activation list is limited to showing 10 accounts
• SOL-4634: Some characters can cause problem with export of data to Excel
• SOL-4664: Identify survey in bounce back email
• SOL-4724: Admin edit of account can lose some account data
• SOL-4746: SMTP 500 don not need to try errors again
• SOL-4750: Switching to text only version turns partials off
• SOL-4770: Double quotes in filter expression fails
• SOL-4771: IMAP connection not secure
• SOL-4772: SNIF extraction on demand for Online Editor
• SOL-4780: Stop Admin browsing affecting user’s ‘Recent list’
• SOL-4785: Webpage on submit causes pop up if custom domain
• SOL-4787: Dashboard Summary report doesn’t work for a shared user
• JS-131: ‘use steps’ option for sliders respected
• JS-152: Carousel grid not always showing code labels
• JS-166: Compound grids
• JS-176: Preserve random order of codes on Save
• JS-182: Initial value shows up as answered twice in partial
• JS-185: Carousel grid changes for right to left languages
• JS-189: Updated version of jQuery
• JS-197: Multi choice drag and drop grid fixes
• SOE-142: Preview of drop downs fixes
• SOE-242: Preview of Data picker fixes
• SOE-293: Preview option removed from Editor

Build 1.0.0.1205

Release date: 16^th May 2022

Features

• SOL-4347: reCAPTCHA can be added to reset the password and account creation pages. Configuration is required in machinespecific.config (FMSMVC)

Fixes

• SOL-4729: Stop storing the ‘Data’ in the Responses table if the source is Snap XMPDesktop
• SOL-4738: Invites stopped incorrectly on a survey when too many concurrent connections
• SOL-4379: SMTP connections not always disposed of as soon as can be
• SOL-4740: Close partials job can block other jobs when large numbers of partials to close
• JS-8: Rating check with routing on grid doesn’t allow you to answer the grid questions. (This requires the latest Interviewer and Snap XMP Desktop updates for complete release)
• JS-49: Resume partial to start on page in error (if necessary)

Build 1.0.0.1171

Release date: 7^th February 2022

Features

• SOE-254: Support for Sliders added
• SOL-4565: Support for multi response context values
• SOL-4618: Report title shown as tool tip
• SOL-4677: Support for new (beta) interviewer in Qwizards online

Fixes

• JS-22: No read only calculated source can show as 0
• JS-138: Fix for multi line AttachIt question
• JS-143: Customisation possible of error message for Valid property
• JS-144: Auto answer on masked question set incorrectly
• JS-145: Too many decimal places sometimes displayed on derived variable
• JS-146: Error in calculation following variable with Max responses property set
• JS-151: Initial value set to an exclusive code could be removed when using Back button
• JS-153: Grids in Safari browser sometimes failed to display
• SOL-4315: Email alerts with AttachIt attachments now handled correctly
• SOL-4526: Error shown to user when no valid licence on cloning
• SOL-4550: Share context not applied for determining code list for filters/contexts 
• SOL-4568: Reset participant invite status after email address corrected
• SOL-4588: Revise ordering of seeding screen on Participant import
• SOL-4596: RGB colours converted to RGBA on save in email invite
• SOL-4622: Adding or editing a subject on a Group questionnaire within Snap XMP Online would break seeding for the first subject
• SOL-4623: Web page on submit seeding not handled correctly
• SOL-4666: Improve performance of email reader and enhance error logging
• SOL-4684: Change wording of invite schedule when you disable invites
• SOL-4685: Better display of survey status messages on mobile devices
• SOL-4690: Fix for Restart button not working
• SOL-4698: Mailing status added to top line
• SOL-4710: Partials not working as expected for Group questionnaire

Build 1.0.0.1104

Release date: 4^th October 2021

Features

• SOL-4389: API v1 (permission based so needs to be enabled for each account)
• SOL-4542: New button added to allow userAdmin to generate a reset Password link manually
• SOL-4553: Separate licence defaults for when Admin creates account
• SOL-4585: Option to update survey licences when template licence updated
• SOL-4608: Quotas
• SOL-4648: Include created time in Participant export
• JS-94: Image map accessibility enhancements JS-108: Slider bar accessibility enhancements

Fixes

• SOL-4072: Set default session timeout to be 59 mins
• SOL-4331: Handle surveys with only paper editions
• SOL-4491: More helpful error message when creating a deleted or purged account
• SOL-4492: Social media links added to Collect page
• SOL-4494: QR code to use custom URL
• SOL-4538: Stop using iFrame unless its custom domain
• SOL-4539: Set custom URL token to original value if you clear it
• SOL-4545: Survey name can contain invalid characters when you clone a survey
• SOL-4549: Make choosing worksheet number more obvious in Participant upload dialog
• SOL-4555: Use account’s Full name when no Email from name set for invitations
• SOL-4558: Participant import performance improvements
• SOL-4575: Add option to disable checks in mailer for certificate revocation
• SOL-4577: Handle id.name variable rename
• SOL-4579: Sort order added for Group questionnaire list as seen by Participant
• SOL-4601: Trim leading and trailing spaces from ‘subject’ for group questionnaires
• SOL-4612: Logged in survey completion rate incorrect
• SOL-4617: Cannot add Participants via UI
• SOL-4629: More validation required on email address when sharing (plus trim spaces)
• SOL-4654: Crash adding a new participant to an invite only survey
• SOE-145: Drop downs now working in Editor preview
• SOE-165: Code ordering now working on Editor preview 
• SOE-208: More…dialog cut off
• SOE-222: Placeholder text would sometimes remain in Firefox
• SOE_225: Footnote in wrong position when masking is on
• SOE-246: Grid of open ended quantity questions incorrect size
• JS-20: Closing the attachIt dialog would show an error in IE11 
• JS-20: Native data pickers in SOI
• JS-39/SOE-216: Alpha ordering with mask and other question problem
• JS_90: Footnote appears in wrong place when mask also applied to the variable
• JS-91: Routing not working when variable in error state
• JS-92: Start date/time incorrect
• JS-95: Wrong format for dates in initial/seeded values
• JS-113: Error message not visible when question overflows viewport
• JS-119: Long initial values could cause crash
• JS-120: Build preview does not reload on browser refresh
• JS-124: Grid of notes would crash
• JS-123: Cater for seeding/ restoring values when initial value

Build 1.0.0.1065

Release date: 21st June 2021

Features

• Survey response profile graphs added
• SOL-4562: Delete mode added to Upload Participants 
• SOE-122: Rating check feature added to Online Editor
• JSI-32:Support for partials

Fixes

• SOL-4558: Participant import re-write adjustments – batch up within SQL to improve performance / only allow 1 update from Desktop at a time
• SOL-4560: Warn user the schedule will clear if they manually stop a survey
• SOL-4578: Error shown when survey with custom login page paused
• SOL-4591: Allow participant reminder to have an interval set to 0
• SOL-4598: Participant wizard can time out when uploading a large spreadsheet
• SOL-4550: Share context not used for determining code list in filters/contexts in Analyze
• SOL-4555: use account’s Full name when no Email from name set for invitations
• SOL-4559: Participant overview ‘started’ and ‘completion rates’ inaccurate for group survey
• SOL-4554: Group Questionnaires don’t work when there is an apostrophe in the subject
• SOL-4534: Adding a / or : in Subject line of an email results in error
• SOE-217: Mutually exclusive option doesn’t show
• SOE-224:  Editor preview doesn’t show initial values
• SOE-229: Grid questions have code exclude lists set up on 2nd, 3rd etc row
• SOE-234: grid attributes text overlaps content
• SOE-235: Page breaks not handled correctly in Editor preview
• SOE-169: Auto renumber option not respected in Editor
• JS-8: Added option to unselect option for Rating Check
• JS-31: Support for Restart button in SOI
• JS-45: Prevent double submit from occurring
• JS-109: Support for Close button in SOI
• JS-20: data pickers not working
• JS-38: Handling for read only variables
• JS-107: Id.completed not set on submit
• JS-83: All paradata handling

Build 1.0.0.999

Release date: 7^th December 2020

Features

• SOL-4479: Allow surveys created from Survey templates to be sync’d between Snap XMP Desktop and Snap XMP Online
• SOL-4506: Customisable options available when exporting data from Snap XMP Online

Fixes

• SOL-4331: Handle surveys with only paper editions
• SOL-4420: Entering HTML in text fields can crash dialog or page
• SOL-4470: Build tab tooltip restyled to make it easier to read and not overlap
• SOL-4507: Filter issue when Survey set to US date format
• SOL-4510: Handle email bounce backs
• SOL-4511: Filter Participant by status displays empty list
• SOL-4520: Survey mailing stopped on failure to send 1 invite
• SOE-123: Text substitution not working in Editor Preview
• SOE-189: Add a footnote to a Single and it disappears after a reload
• SOE-205: Open ended questions only accept 1 character in Build | Preview 
• SOE-209: Setting the Initial value for a literal can throw up an error or cause the survey to not save
• SOE-221: Hard to set a semantic scale to have 10 codes
• JS-96: Footnotes on grids fixed

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