Creating an Interviewer Server project
This section describes how to create a project for use with UNICOM Intelligence Interviewer. If you also have UNICOM Intelligence Reporter installed, the project is also automatically set up for use with UNICOM Intelligence Reporter. This means that you can define your analyses in UNICOM Intelligence Reporter even before you start interviewing. It is safe to use UNICOM Intelligence Reporter to analyze your data while you are collecting it, because UNICOM Intelligence Reporter always opens the data in read-only mode. (When you create new variables in UNICOM Intelligence Reporter, they are stored separately from the main project data.)
To create a Interviewer Server project
1 Click the New Project icon
to open the New Project dialog box, and in Project Type, choose Interviewer Server (Data Collection).
2 In Name, enter the project's name as you want it to appear in the project list. See
Project names and IDs.
3 In Customer Account, select a customer account for the project. If you are not using customer accounts, select the System account.
4 Optionally, in Description, type a more detailed description of the project.
5 If you want to do any of the following, click Advanced. If not, click OK to create the project using the default settings.
▪Specify additional project details such as the project ID or the project folder.
▪Specify which roles may access the project. The default is for only the creator and members of the DPMAdmins and CustomerAccountAdmins roles to have access.
6 To specify additional project details, select the Project tab.
7 If you do not like the Project ID that UNICOM Intelligence Interviewer - Server Admin has chosen, enter the name that you want to use as the basename for all files associated with this project.
8 Click Check to verify that the name you have chosen is valid.
9 The Project Folder field allows you to group projects using characteristics of your choice. How you use this field depends on your permissions.
▪Everyone can choose an existing folder name to place the project in that folder, or <Top level> to create a project in the top level of the project hierarchy.
▪If you have permission to manage project folders, you can choose <Create new folder> to place the project in a new folder with a name of your choice (enter the folder name when prompted to do so).
Note The hierarchical project list is a display feature only. It does not create a hierarchical structure on the disk. All projects are created in your user folder (for example, in Users\ben\Projects) even if they are displayed as being in a folder in the project list.
10 To specify which roles may access the project, select the Permissions tab and then select roles as appropriate.
11 Click OK to close the Advanced dialog box, and then click OK again to create the project.
See also