Working with quota controlled projects in UNICOM Intelligence Interviewer

When you work on a project that uses quota control in UNICOM Intelligence Interviewer - Server Admin, you still need to set up the quotas using the Quota Setup program on your desktop. Quota Setup uses the project's .mdd file to obtain information about the variables in the questionnaire, and creates an .mqd file containing information that the activation procedure needs for creating the quota database.

Because you will be using a combination of browser based and desktop applications, it is important that you have the correct files available in the folders in which the browser based and desktop applications expect to find them. This requires you to copy files between folders at specific points in the project's development cycle. If you follow the steps below you should always have the right files in the right place at the right time.

1 Create the project in UNICOM Intelligence Interviewer - Server Admin.

This creates a project folder in your Users folder. This is where all UNICOM Intelligence Interviewer - Server Admin applications look for and create files.

2 Create the interview script. You can either use Build to create an .mdd file (placing the appropriate quota testing statements in an IOM Script item), or you can create the script in UNICOM Intelligence Professional.

3 If necessary, use the Files activity in UNICOM Intelligence Interviewer - Server Admin to upload any other files that the script uses, such as image files or presentation templates, into the project folder.

4 Use Files to download the project's .mdd file onto the computer on which you will be running Quota Setup.

5 Use Quota Setup with the .mdd file you have just downloaded to define the quota categories and the targets for each category.

6 In UNICOM Intelligence Interviewer - Server Admin, use the Files activity to upload the .mqd file that Quota Setup created. If your quotas are based on sample management data, you must also upload the .mdd file that Quota Setup created for these variables. The upload process asks whether you want to rename this file so that it matches the project name. Do not rename the file, as this as this will cause the activation process to fail. You must keep the filename exactly as Quota Setup created it, so click Cancel, and then close the Files activity.

7 If the project uses sample, use the Participants activity in UNICOM Intelligence Interviewer - Server Admin to copy the sample records into a sample database.

8 In UNICOM Intelligence Interviewer - Server Admin, use the Launch activity to activate the project. The first time you activate the project, the activation process will create a quota database for the project using the information in the .mqd file. If you change the .mqd file and you want to update the quota database, you must reactivate and select the option for synchronizing the quota database with the .mqd file.