{"id":8223,"date":"2022-10-31T13:52:38","date_gmt":"2022-10-31T13:52:38","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=8223"},"modified":"2025-11-12T16:11:53","modified_gmt":"2025-11-12T16:11:53","slug":"onpremises-snap-online-installation-guide","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/onpremises-snap-online-installation-guide\/","title":{"rendered":"On-Premises Snap XMP Online installation guide"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">&nbsp;System requirements<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Windows Server 2019 or later running IIS, matching Microsoft\u2019s minimum requirements, plus an additional 2GB memory<\/li>\n\n\n\n<li>SQL Server 2016 or later, matching Microsoft\u2019s minimum requirements<\/li>\n\n\n\n<li>Further resources will be determined by load levels and usage profiles<\/li>\n<\/ul>\n\n\n\n<p>You can find the latest technical specifications&nbsp;<a href=\"https:\/\/www.snapsurveys.com\/survey-software\/technical-specifications\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/p>\n\n\n\n<p>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<\/p>\n\n\n\n<p>This document assumes that your server is configured, secured and functioning properly using a server certificate for SSL<\/p>\n\n\n\n<p>You will require server administrator skills and rights<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Installation steps<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">IIS installation<\/h3>\n\n\n\n<p>Check if IIS has already been installed and if not, install it<\/p>\n\n\n\n<p>Configure the server using \u2018Add roles and features\u2019 to have the following components to ensure the software installs and runs correctly.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;Add Windows Authentication.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"982\" height=\"701\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-1-1.jpeg\" alt=\"\" class=\"wp-image-14802\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-1-1.jpeg 982w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-1-1-300x214.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-1-1-768x548.jpeg 768w\" sizes=\"(max-width: 982px) 100vw, 982px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add the ASP.NET 4.8 role under the Application Development section<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"983\" height=\"693\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-2-1.jpeg\" alt=\"\" class=\"wp-image-14803\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-2-1.jpeg 983w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-2-1-300x211.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-2-1-768x541.jpeg 768w\" sizes=\"(max-width: 983px) 100vw, 983px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;Include the features that are required for ASP.NET 4.8.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add the HTTP activation for WCF services and the Message Queuing (MSMQ) Activation (including the features required):<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"982\" height=\"699\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-3-1.jpeg\" alt=\"\" class=\"wp-image-14804\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-3-1.jpeg 982w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-3-1-300x214.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-3-1-768x547.jpeg 768w\" sizes=\"(max-width: 982px) 100vw, 982px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Create databases in SQL Server<\/h3>\n\n\n\n<p>Snap Online requires 5 separate databases to store the data.<\/p>\n\n\n\n<p>NB: The collation must be Latin1_General_CI_AS. This needs to be set when the databases are created.<\/p>\n\n\n\n<p>The naming convention allows for a prefix of your own choosing followed by the following names:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>prefix_CustomURL<\/li>\n\n\n\n<li>prefix_SOL <\/li>\n\n\n\n<li>prefix_SOLMailing<\/li>\n\n\n\n<li>prefix_SOLResources<\/li>\n\n\n\n<li>prefix_SOLShares<\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Run the installer<\/h3>\n\n\n\n<p>The Snap Online setup.exe will install the following components:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Snap Online<\/li>\n\n\n\n<li>Snap Desktop<\/li>\n\n\n\n<li>Snap Pool12<\/li>\n\n\n\n<li>Win2pdf (a pdf printer driver to enable reports to be generated)<\/li>\n\n\n\n<li>AttachIt<\/li>\n<\/ul>\n\n\n\n<p>&nbsp;Run setup.exe from your download:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"387\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-4-1.jpeg\" alt=\"\" class=\"wp-image-14805\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-4-1.jpeg 680w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-4-1-300x171.jpeg 300w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/figure>\n\n\n\n<p>Install all the pre-reqs and reboot as required.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"503\" height=\"381\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-5-1.jpeg\" alt=\"\" class=\"wp-image-14806\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-5-1.jpeg 503w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-5-1-300x227.jpeg 300w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/figure>\n\n\n\n<p>When prompted select the SQL server and specify the user credentials and prefix chosen for the databases:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"504\" height=\"385\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-6-1.jpeg\" alt=\"\" class=\"wp-image-14807\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-6-1.jpeg 504w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-6-1-300x229.jpeg 300w\" sizes=\"(max-width: 504px) 100vw, 504px\" \/><\/figure>\n\n\n\n<p>Press the Next button. The Snap Desktop installer will start.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"506\" height=\"387\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-7-1.jpeg\" alt=\"\" class=\"wp-image-14808\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-7-1.jpeg 506w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-7-1-300x229.jpeg 300w\" sizes=\"(max-width: 506px) 100vw, 506px\" \/><\/figure>\n\n\n\n<p>Enter the installation code when asked to do so.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You do not need to install the sample surveys.<\/li>\n\n\n\n<li>You do not need the SPSS add-on.<\/li>\n\n\n\n<li>You do not need the shortcuts.<\/li>\n<\/ul>\n\n\n\n<p>&nbsp;The win2pdf installer will automatically start. Follow the prompts to install.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"499\" height=\"389\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-8-1.jpeg\" alt=\"\" class=\"wp-image-14809\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-8-1.jpeg 499w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-8-1-300x234.jpeg 300w\" sizes=\"(max-width: 499px) 100vw, 499px\" \/><\/figure>\n\n\n\n<p>The SnapPool12 installer will automatically start. Follow the prompts to install.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"498\" height=\"383\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-9.jpeg\" alt=\"\" class=\"wp-image-14810\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-9.jpeg 498w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-9-300x231.jpeg 300w\" sizes=\"(max-width: 498px) 100vw, 498px\" \/><\/figure>\n\n\n\n<p>Check the information dialog at the end for errors:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"505\" height=\"392\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-10.jpeg\" alt=\"\" class=\"wp-image-14811\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-10.jpeg 505w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-10-300x233.jpeg 300w\" sizes=\"(max-width: 505px) 100vw, 505px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Restart server<\/h3>\n\n\n\n<p>Once the installer has finished restart the server to update the security permissions set up during the install.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Configuring Snap Online<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Log in as sysadmin<\/h3>\n\n\n\n<p>Open the SnapOnline site in a browser: <a href=\"https:\/\/localhost\/SnapOnline\">https:\/\/localhost\/SnapOnline<\/a><\/p>\n\n\n\n<p><strong>NB \u2013 access needs to be over https:\/\/<\/strong><\/p>\n\n\n\n<p>Log into the sysadmin account. The default password is sysadmin.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1007\" height=\"674\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-11.jpeg\" alt=\"\" class=\"wp-image-14812\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-11.jpeg 1007w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-11-300x201.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-11-768x514.jpeg 768w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Change the sysadmin password<\/h3>\n\n\n\n<p>&nbsp;Select Your account from the accordion and then select the Change password option:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"678\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-12.jpeg\" alt=\"\" class=\"wp-image-14813\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-12.jpeg 1009w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-12-300x202.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-12-768x516.jpeg 768w\" sizes=\"(max-width: 1009px) 100vw, 1009px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Password complexity rules<\/h3>\n\n\n\n<p>The password complexity rules can be configured in the User interface:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"851\" height=\"573\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-13.jpeg\" alt=\"\" class=\"wp-image-14814\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-13.jpeg 851w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-13-300x202.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-13-768x517.jpeg 768w\" sizes=\"(max-width: 851px) 100vw, 851px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Configure the site<\/h2>\n\n\n\n<p>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:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AttachIt<\/h3>\n\n\n\n<p>Select Configuration in the accordion and select the AttachIt topic:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"858\" height=\"490\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-14.jpeg\" alt=\"\" class=\"wp-image-14815\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-14.jpeg 858w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-14-300x171.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-14-768x439.jpeg 768w\" sizes=\"(max-width: 858px) 100vw, 858px\" \/><\/figure>\n\n\n\n<p>Set the \u2018External service path\u2019 to your sites public domain<\/p>\n\n\n\n<p>Generate a new random GUID and copy the GUID into the \u2018DownloadToken\u2019 setting in AttachIt\u2019s web.config (C:\\inetpub\\wwwroot\\AttachIt)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Main site URLs<\/h3>\n\n\n\n<p>Select Configuration in the accordion and select the \u2018Common settings\u2019 topic:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1070\" height=\"791\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-15.jpeg\" alt=\"\" class=\"wp-image-14816\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-15.jpeg 1070w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-15-300x222.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-15-1024x757.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-15-768x568.jpeg 768w\" sizes=\"(max-width: 1070px) 100vw, 1070px\" \/><\/figure>\n\n\n\n<p>You will need to configure the following with your site domain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Base url for interviewer application<\/li>\n\n\n\n<li>Base url for Javascript interviewer \uf0b7 External url for Snap Online<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0Content security policy for the interviewer site<\/h3>\n\n\n\n<p>Select Configuration in the accordion and select the \u2018Content security policy\u2019 topic:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1074\" height=\"730\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-16.jpeg\" alt=\"\" class=\"wp-image-14817\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-16.jpeg 1074w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-16-300x204.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-16-1024x696.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-16-768x522.jpeg 768w\" sizes=\"(max-width: 1074px) 100vw, 1074px\" \/><\/figure>\n\n\n\n<p>You will need to configure the following with your site domain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom url domain<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Custom URL site<\/h3>\n\n\n\n<p>Select Configuration in the accordion and select the \u2018Custom URL\u2019 topic:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1066\" height=\"728\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-17.jpeg\" alt=\"\" class=\"wp-image-14818\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-17.jpeg 1066w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-17-300x205.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-17-1024x699.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-17-768x524.jpeg 768w\" sizes=\"(max-width: 1066px) 100vw, 1066px\" \/><\/figure>\n\n\n\n<p>You will need to configure the following with your site domain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Service URL path<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0Custom URL template<\/h3>\n\n\n\n<p>You will need to edit the config file<\/p>\n\n\n\n<p>C:\\SnapOnline\\WebContent\\ShortUrl\\config\\MachineSpecific.config and change the setting:<\/p>\n\n\n\n<p>&lt;setting name=&#8221;UrlTemplate&#8221; serializeAs=&#8221;String&#8221;&gt;<\/p>\n\n\n\n<p>&lt;value&gt;http:\/\/localhost\/s\/{0}&lt;\/value&gt;<\/p>\n\n\n\n<p>&lt;\/setting&gt;<\/p>\n\n\n\n<p>And replace \u201chttp:\/\/localhost\u201d with your site domain. This is the base URL for surveys that respondents will use.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Secret key<\/h3>\n\n\n\n<p>On a new install a unique secret key will be automatically generated. If you need to change it use the<\/p>\n\n\n\n<p>\u2018Generate random GUID\u2019 option and then copy the GUID into the \u2018Key\u2019 setting in<\/p>\n\n\n\n<p>applicationSettings.config for the Custom URL service. (C:\\SnapOnline\\WebContent\\ShortUrl\\config) <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Email responses and invites<\/h3>\n\n\n\n<p>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 &#8211; details can be entered in the Inbox and SMTP account pages. See the additional Help guide \u2018Inbox set up when using OAUTH and Office365.pdf\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1069\" height=\"731\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-18.jpeg\" alt=\"\" class=\"wp-image-14819\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-18.jpeg 1069w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-18-300x205.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-18-1024x700.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-18-768x525.jpeg 768w\" sizes=\"(max-width: 1069px) 100vw, 1069px\" \/><\/figure>\n\n\n\n<p>Snap Online can be configured to process an inbox to handle replies to invitations including bounced emails.<\/p>\n\n\n\n<p>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 \u2018Send invitations\u2019 job:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"436\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-19.jpeg\" alt=\"\" class=\"wp-image-14820\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-19.jpeg 976w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-19-300x134.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-19-768x343.jpeg 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"single-signon\">Adding Single sign on<\/h3>\n\n\n\n<p>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 \u2018Setting up the Identity provider for Snap XMP Online.pdf\u2019 for details.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"961\" height=\"457\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-20.jpeg\" alt=\"\" class=\"wp-image-14821\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-20.jpeg 961w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-20-300x143.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-20-768x365.jpeg 768w\" sizes=\"(max-width: 961px) 100vw, 961px\" \/><\/figure>\n\n\n\n<p>&nbsp;Once an identity provider has been configured each account can be set to either use local (Snap Online) authentication or the identity provider.<\/p>\n\n\n\n<p>Select the account from the list of users followed by Edit details:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1083\" height=\"382\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-21.jpeg\" alt=\"\" class=\"wp-image-14822\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-21.jpeg 1083w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-21-300x106.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-21-1024x361.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-21-768x271.jpeg 768w\" sizes=\"(max-width: 1083px) 100vw, 1083px\" \/><\/figure>\n\n\n\n<p>Select the Identity provider from the drop down option:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"765\" height=\"607\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-22.jpeg\" alt=\"\" class=\"wp-image-14823\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-22.jpeg 765w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-22-300x238.jpeg 300w\" sizes=\"(max-width: 765px) 100vw, 765px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Adding CAPTCHA to password reset and account register pages<\/h3>\n\n\n\n<p>Select Configuration in the accordion and select the \u2018ALTCHA\u2019 topic:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1036\" height=\"472\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-23.jpeg\" alt=\"\" class=\"wp-image-14824\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-23.jpeg 1036w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-23-300x137.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-23-1024x467.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-23-768x350.jpeg 768w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" \/><\/figure>\n\n\n\n<p>Tick the \u2018Enable\u2019 option.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Adding CAPTCHA to interviews<\/h3>\n\n\n\n<p>To allow users to add a CAPTCHA at the start of each interview the appropriate permits need to be updated to enable this feature.<\/p>\n\n\n\n<p>Select Permissions under User admin:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1121\" height=\"829\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-24.jpeg\" alt=\"\" class=\"wp-image-14825\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-24.jpeg 1121w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-24-300x222.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-24-1024x757.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-24-768x568.jpeg 768w\" sizes=\"(max-width: 1121px) 100vw, 1121px\" \/><\/figure>\n\n\n\n<p>The default \u2018Researcher\u2019 permit can have the \u2018Enable ALTCHA for interviewing\u2019 permission selected:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1100\" height=\"775\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-25.jpeg\" alt=\"\" class=\"wp-image-14826\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-25.jpeg 1100w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-25-300x211.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-25-1024x721.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-25-768x541.jpeg 768w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/figure>\n\n\n\n<p>Any other permit groups that need the permission can also be enabled.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Enabling the API<\/h3>\n\n\n\n<p>To allow programmatic access to the data held within Snap Online apply the following configuration:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"713\" height=\"608\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-26.jpeg\" alt=\"\" class=\"wp-image-14827\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-26.jpeg 713w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-26-300x256.jpeg 300w\" sizes=\"(max-width: 713px) 100vw, 713px\" \/><\/figure>\n\n\n\n<p>Access to survey information and response data is controlled by \u2018Enable RESTful API\u2019 and access to participant information (to add, update and delete) is controlled by \u2018Enable Participants\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"403\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-27.jpeg\" alt=\"\" class=\"wp-image-14828\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-27.jpeg 698w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-27-300x173.jpeg 300w\" sizes=\"(max-width: 698px) 100vw, 698px\" \/><\/figure>\n\n\n\n<p>To add and delete participants via the API the PUT and DELETE HTTP verbs need to be enabled in IIS<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Initialising the system<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Create an account to hold the global folder<\/h3>\n\n\n\n<p>Select User admin in the accordion and select the \u2018Create new user\u2019 option:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1067\" height=\"670\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-28.jpeg\" alt=\"\" class=\"wp-image-14829\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-28.jpeg 1067w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-28-300x188.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-28-1024x643.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-28-768x482.jpeg 768w\" sizes=\"(max-width: 1067px) 100vw, 1067px\" \/><\/figure>\n\n\n\n<p>Fill in the details, setting the Permissions to be \u2018Researcher\u2019 and select the \u2018Create user\u2019 button at the bottom of the page:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"776\" height=\"776\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-29.jpeg\" alt=\"\" class=\"wp-image-14830\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-29.jpeg 776w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-29-300x300.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-29-150x150.jpeg 150w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-29-768x768.jpeg 768w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Upload a starting template into the account<\/h3>\n\n\n\n<p>Select the account and use the \u2018Upload template\u2019 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 \u2018Questionnaire templates\u2019 folder alongside the SnapOnline installer setup.exe. Untick the \u2018Create default licence\u2019 option before selecting the file:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1057\" height=\"723\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-30.jpeg\" alt=\"\" class=\"wp-image-14831\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-30.jpeg 1057w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-30-300x205.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-30-1024x700.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-30-768x525.jpeg 768w\" sizes=\"(max-width: 1057px) 100vw, 1057px\" \/><\/figure>\n\n\n\n<p>Once the template has uploaded you can log into the account to set up the global folder:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1072\" height=\"736\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-31.jpeg\" alt=\"\" class=\"wp-image-14832\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-31.jpeg 1072w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-31-300x206.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-31-1024x703.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-31-768x527.jpeg 768w\" sizes=\"(max-width: 1072px) 100vw, 1072px\" \/><\/figure>\n\n\n\n<p>Select the \u2018New folder\u2019 option and create a folder:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1067\" height=\"727\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-32.jpeg\" alt=\"\" class=\"wp-image-14834\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-32.jpeg 1067w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-32-300x204.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-32-1024x698.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-32-768x523.jpeg 768w\" sizes=\"(max-width: 1067px) 100vw, 1067px\" \/><\/figure>\n\n\n\n<p>Move the template into the folder by dragging the item in the accordion:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1070\" height=\"731\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-33.jpeg\" alt=\"\" class=\"wp-image-14835\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-33.jpeg 1070w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-33-300x205.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-33-1024x700.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-33-768x525.jpeg 768w\" sizes=\"(max-width: 1070px) 100vw, 1070px\" \/><\/figure>\n\n\n\n<p>Select the folder in the accordion and make a note of the (folder) ID on the URL<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1065\" height=\"733\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-34.jpeg\" alt=\"\" class=\"wp-image-14836\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-34.jpeg 1065w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-34-300x206.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-34-1024x705.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-34-768x529.jpeg 768w\" sizes=\"(max-width: 1065px) 100vw, 1065px\" \/><\/figure>\n\n\n\n<p>Log out of the account to return to the Admin area. Select Configuration in the accordion and select the \u2018Licensing-system\u2019 topic. Copy the folder ID into the \u2018Global Resources Folder id\u2019:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1070\" height=\"727\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-35.jpeg\" alt=\"\" class=\"wp-image-14837\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-35.jpeg 1070w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-35-300x204.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-35-1024x696.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-35-768x522.jpeg 768w\" sizes=\"(max-width: 1070px) 100vw, 1070px\" \/><\/figure>\n\n\n\n<p>Follow the steps above to upload all custom Questionnaire templates for your system.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Creating new user accounts<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>When creating an account you will allocate a Permit and can specify licence limits. The limits that can be applied are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Survey limit (maximum number of surveys that can be created\/uploaded),<\/li>\n\n\n\n<li>Number of units (responses and attachIt file size make up units and can be \u2018charged\u2019 according to<\/li>\n\n\n\n<li>\u2018Charging rates\u2019 which can be configured via the accordion.)<\/li>\n\n\n\n<li>Number of days for licence (how long the licence lasts for once activated)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"867\" height=\"910\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-36.jpeg\" alt=\"\" class=\"wp-image-14838\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-36.jpeg 867w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-36-286x300.jpeg 286w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-36-768x806.jpeg 768w\" sizes=\"(max-width: 867px) 100vw, 867px\" \/><\/figure>\n\n\n\n<p>Snap Online has been written with the intention that the \u2018User name\u2019 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Multi Factor Authentication (MFA)<\/h3>\n\n\n\n<p>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:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"734\" height=\"488\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-37.jpeg\" alt=\"\" class=\"wp-image-14839\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-37.jpeg 734w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-37-300x199.jpeg 300w\" sizes=\"(max-width: 734px) 100vw, 734px\" \/><\/figure>\n\n\n\n<p>Alternatively, MFA can be enabled for all accounts by editing machinespecifig.cong:<\/p>\n\n\n\n<p>C:\\SnapOnline\\WebContent\\FMSMvc\\Config\\machinespecific.config<\/p>\n\n\n\n<p>&lt;add key =&#8221;MakeMFAAvailable&#8221; value=&#8221;True&#8221;\/&gt;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Authenticator App<\/h3>\n\n\n\n<p>To allow users to choose an Authenticator app for MFA you will need to configure the following:<\/p>\n\n\n\n<p>C:\\SnapOnline\\WebContent\\FMSMvc\\Config\\machinespecific.config and set:<\/p>\n\n\n\n<p>&lt;add key=&#8221;GAuthPrivateKey&#8221; value=&#8221;xxxxxxxx&#8221;\/&gt;<\/p>\n\n\n\n<p>&lt;add key=&#8221;GAuthEnable&#8221; value=&#8221;True&#8221;\/&gt;<\/p>\n\n\n\n<p>Set GAuthPrivateKey to an 8 (or more) character alphanumeric value which is used to generate a unique key<\/p>\n\n\n\n<p>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:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"727\" height=\"263\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-38.jpeg\" alt=\"\" class=\"wp-image-14840\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-38.jpeg 727w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-38-300x109.jpeg 300w\" sizes=\"(max-width: 727px) 100vw, 727px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Allowing API access for the account<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>If you want to edit an existing one, log in as a Sysadmin account and select the Permission group:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1057\" height=\"813\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-39.jpeg\" alt=\"\" class=\"wp-image-14841\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-39.jpeg 1057w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-39-300x231.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-39-1024x788.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-39-768x591.jpeg 768w\" sizes=\"(max-width: 1057px) 100vw, 1057px\" \/><\/figure>\n\n\n\n<p>Enable the \u2018Manage integrations\u2019 option:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1036\" height=\"673\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-40.jpeg\" alt=\"\" class=\"wp-image-14842\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-40.jpeg 1036w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-40-300x195.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-40-1024x665.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-40-768x499.jpeg 768w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" \/><\/figure>\n\n\n\n<p>If you want to create a new Permission group (eg Researcher with API) then select the \u2018Create new group\u2019 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 \u2013 so either Researcher if you have modified that or the new one you created.<\/p>\n\n\n\n<p>To change the permit, select the user via an admin account and then select the \u2018View user licences\u2019 option:<\/p>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1182\" height=\"184\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-41.jpeg\" alt=\"\" class=\"wp-image-14843\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-41.jpeg 1182w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-41-300x47.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-41-1024x159.jpeg 1024w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-41-768x120.jpeg 768w\" sizes=\"(max-width: 1182px) 100vw, 1182px\" \/><\/figure>\n\n\n\n<p>You can then change the permit used by that account:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"979\" height=\"403\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-42.jpeg\" alt=\"\" class=\"wp-image-14844\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-42.jpeg 979w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-42-300x123.jpeg 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2022\/10\/word-image-8223-42-768x316.jpeg 768w\" sizes=\"(max-width: 979px) 100vw, 979px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;System requirements You can find the latest technical specifications&nbsp;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 [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[198],"epkb_post_type_1_tag":[],"class_list":["post-8223","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-technical-information-snap-online"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>On-Premises Snap XMP Online installation guide | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/onpremises-snap-online-installation-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"On-Premises Snap XMP Online installation guide | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"&nbsp;System requirements You can find the latest technical specifications&nbsp;here. 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