•  Interviewer - Server Admin
  •  Using UNICOM Intelligence Interviewer - Server Admin
    • Starting UNICOM Intelligence Interviewer - Server Admin
    • Logging in as a different user
    • Changing your password
    • Recommended browser settings
    • Working with Server Admin bookmarks in Microsoft Internet Explorer
    • UNICOM Intelligence Interviewer - Server Admin in other languages
    • UNICOM Intelligence Interviewer - Server Admin screen
    • Downloading accessories
    • Setting UNICOM Intelligence Interviewer - Server Admin options
    • Project list
    • Concurrent Usage report
  •  Managing projects
    • Project names and IDs
    • Creating an Interviewer Server project
    •  Creating an analysis project
      •  Preparing the data for uploading
        • Creating an .mdd file from proprietary metadata
      • Creating a project in UNICOM Intelligence Interviewer - Server Admin
      • Checking the uploaded files into the shared folder
      • Creating and populating a test table
      • Setting up a Quanvert multiproject for use in UNICOM Intelligence Reporter
      •  Data Link Properties dialog
        • Data Link Properties: Connection
        • Data Link Properties: MDM Properties
        • Data Link Properties: Advanced
        • Data Link Properties: All
        • DSCs supplied with the UNICOM Intelligence Data Model
      • Displaying short names for variables that use namespaces
    •  UNICOM Intelligence Interviewer - Offline for Windows project settings
      • Custom project setup for UNICOM Intelligence Interviewer - Offline for Windows projects
    • Deleting projects
  • Web Explorer
  •  Edit project
    • Using Edit Project
    • Changing project details
    • Changing permissions
    • Changing connection properties
    •  Working with project properties
      • Adding project properties
      • Deleting project properties
      • Changing project properties
      • Importing properties from another project
      • Project properties
  •  User administration
    • User properties
    • Starting User Administration
    •  Managing customer accounts
      • Adding customer accounts
      •  Customizing customer accounts
        • Changing the logo
        • Changing the default page picture
        • Changing the display name image
        • Changing the banner background image
        • Changing the banner overlay image
        • Changing the tab images
        • Advanced customization
        • Restyling UNICOM Intelligence Interviewer - Server Admin interface elements in .css
        • Sample customization themes
      • Editing customer accounts
      • Removing customer accounts
      • Changing user accounts
    •  Managing users
      • Adding users
      • Removing users
    •  Managing roles
      • Assigning users to roles
      • Removing users from roles
    •  Managing user property groups
      •  Adding properties to user property groups
        • Interviewer qualifications
      • Changing a user property's definition
      • Deleting a user property
    • Importing users and roles
    • Exporting users, roles, and permissions
    •  Assigning users and roles to activities and projects
      • Assigning users or roles to activities
      • Unassigning users or roles from activities
      • Removing users or roles from activity features
      • Assigning activities to a user or role
      • Assigning users or roles to a project
      • Unassigning users or roles from projects
    • No Choice No Action
    • Setting up global filters
    • User reports
    • Configuring account lockout settings
  •  Files
    • How files are managed
    • Starting Files
    • Viewing file details
    • Checking files into the shared folder
    • Checking files out from the shared folder
    • Undoing check-outs
    • When to check files in and out
    • Uploading files from your computer to your user folder
    • Downloading files to your computer
    • Deleting private files
    • Respondent files
  •  Activation settings
    • Settings tab
    • Client Events tab
    • Server Events tab
  •  Manage logs
    • Starting Manage Logs
    • View Settings
    • Viewing log files
    • Downloading log files
    • Managing the DPM dump file
  •  Publish Data
    • Metadata tab
    • Publish tab
    • Advanced tab
    • DPM settings for publishing data
    •  Setting up Publish Data for IBM Cognos
      • Setting up the dispatcher URL for the IBM Cognos server
      • Setting up credentials for logging into the IBM Cognos server
      • Specifying information used to build the IBM Cognos data source
      • Setting up Windows Authentication in the Microsoft SQL Server native client
      • Setting up SQL Server authentication in the Microsoft SQL Server native client
      • Setting up SQL Server authentication with an ODBC driver
  •  Interview Services options
    • Configure Interview Services dialog
    • Managing services
  • Accessibility guide
•  Interviewer - Server
  • Getting started with the UNICOM Intelligence Interviewer activities
  • Managing your work
  • Going directly to a project
  • Restricting access to specific participant fields
  •  Build
    • Starting Build
    • Build: Main screen
    • Getting started
    • Item names
    • Setting user and questionnaire options
    • Display Options for the Overview Tab
    • Previewing the printed questionnaire
    • Process flowchart
    • Leaving Build
    • Creating questions
    •  Non-question items
      • Non‑question items: Notes
      • Non‑question items: Bookmarks
      • Non‑question items: Goto
      • Non‑question items: If...Goto
      • Non‑question items: Exit codes
      • Interview scripting items
      • Inserting routing code from the script library
      • Unsupported items
      • Inserting UNICOM Intelligence Word Capture files into the current questionnaire
    •  Editing questionnaires
      • Changing questions
      • Editing response and subject lists
      • Applying and undoing changes to the current question
      • Grouping questions
      • Deleting questions
      • Moving questions up or down
      • Moving a question using cut and paste
      • Duplicating a question using copy and paste
      • Switching between Build and UNICOM Intelligence Professional
    •  Testing and activating questionnaires
      • Testing the questionnaire
      • Making the questionnaire live
      • Setting activation parameters manually
      • Downloading the questionnaire
    •  Running Build outside UNICOM Intelligence Interviewer Server - Admin
      • Creating a new questionnaire or library file
      • Opening an existing questionnaire
      • Saving a questionnaire
    •  Creating and installing shared templates
      • Referring to external files in a shared template file
      • The shared and roles templates folders
      • Copying questionnaires that use templates to the library
  • Participant rules
  •  Participants
    • Participant file format
    • Starting Participants
    • Naming the database server, sample database, and sample table
    •  Mapping fields to required columns in the sample table
      • Mandatory columns
      • Sample tables for telephone interviewing projects
      • Sample tables for personal interviewing projects
      • Mapping fields in the text file to required columns in the sample table
      • Changing the mapping of a field to a required column
    •  Adding other information to the sample table
      • Language
      • Replicates
      • Force Preview Dial
    • Uploading records from the text file
    •  Viewing and editing participant records
      • Displaying a selection of records
      • Editing records
      • Performing a bulk update
      • Deleting records
      • Downloading records
    • Controlling access to data and features
  •  Launch
    • Sample Management
    • Quota
    • Interview Web Pages
    • Activation process
  •  Promote Project
    • Specifying the activation parameters
  •  Email
    • Starting Email
    • Creating a new job
    •  Testing an email job
      • View Settings
      • Displaying images in email messages
    •  Scheduling and running an email job
      • UNICOM Intelligence Email Scheduling Wizard
    • Naming a user for test and problem messages
    • Editing an existing job
    • Deleting jobs
    • Configuring the Windows Scheduler for Email
  •  Interviewing Options
    • Starting Interviewing Options
    • Making sample data available to interviewers
    • Defining sample management parameters
    • Project settings
    •  Ordering settings
      • Field Order dialog
      • Queue Order Edit dialog
    • Setting up call time parameters
    • Setting up appointments
    • Setting up project overrides
    • Setting up the Outcomes lists
    • Entering and editing the survey introduction
    • Entering and editing project messages
    • Configuring history reports
    •  Interview Settings
      • Using an autodialer to dial phone numbers
      • Using a modem to dial phone numbers
      • Dialing phone numbers manually
      • Forcing contact preview prior to dialing
      • Letting interviewers choose their qualifications
      • Display status messages
      • Retrieving a specific participant
      • Selecting the next contact automatically
      • Starting surveys after a disconnection
      • Interviewer Monitoring
      • Reviewing interviews
      • Recording
    •  Dialer settings
      • Configuring answering machine detection
    • Controlling access to Interviewing Options features
    •  Changing the default settings
      • Editing catifields_default.mdd
      • Editing DPM’s site properties
    • Telephony Application Programming Interface (TAPI) dialing
    • Enforcing manual dialing
    • Data residency regulations: Remote sample and respondent data
    • Substitutions in Emails and Phone Participants introductory text
    • Conditional insertion in emails and phone participants introductory text
    • Improving performance of web interviews
  •  Phone Participants
    • Starting Phone Participants
    • The Phone Participants main screen
    • Setting interviewer qualifications
    • Using an autodialer to make calls
    • Using manual dialing or a modem to make calls
    • Viewing and entering comments
    • Making appointments
    • Retrieving a specific participant
    •  Conducting interviews
      • Multiple-choice questions
      • Numeric, text, date/time, and yes/no questions
      • Playing a sound to the participant
      • Recording the participant’s answer
      • Changing the answer to a previous question
      • Terminating interviews part-way through
    • Reviewing interviews
    • Closing Phone Participants
    • Translating call outcomes codes
    • Disabling the preview dial dialog
  •  Review Interviews
    • Starting Review Interviews
    • The Review Interviews main screen
    • Selecting an interview to review
    • Viewing rejected synchronization data
    •  Conducting a review
      • Changing the answer to a question
      • Ending a review
    • Configuring Review Interviews to be read-only
    • Closing Review Interviews
  •  Quotas
    •  Starting Quotas
      • Upload Options
      • Download Options
      • Filters tab
      • Fields tab
      • Advanced tab
      • Cross-matrix query
    • Checking quotas
    • Changing quota targets, behavior flags, and cell priorities
    • Prioritizing quotas
  • Status
  •  Survey Results
    • Starting Survey Results
    • Main Survey Results screen
    • Viewing variables
    • Tables
    •  Filters
      • Interview filters
    • Clearing the current table and filters
    • Options
    • View Log
    • Troubleshooting
  •  Interviewing
    • Starting Interviewing
    • Running reports
    • Filtering reports
    • Downloading reports
    • About segments
  •  Export Data
    • Starting Export Data
    •  Exporting data
      • Creating, changing, and deleting filters: Edit Preset Filters dialog
      • Exporting only common system variables
    • Exporting UNICOM Intelligence Interviewer Data to Quantum
    •  Advanced options
      • Version expressions
    • DPM settings for exporting data
  •  Publish Data
    • Starting Publish Data
    • Metadata tab
    • Publish tab
    • Advanced tab
    • DPM settings for publishing data
    • Setting up Publish Data for IBM Cognos
  •  Interviewer Monitoring
    • Starting Interviewer Monitoring
    • Setting up monitoring
    •  Interviewers Real Time display
      • Defining interviewer filters
      • Highlighting interviewers
      • Viewing interviewer call history
      • Viewing interviewer session history
      • Entering and editing project messages
      • Creating interviewer messages
    • Columns in the Real Time Display
    • Customizing the Real Time Display
    • Navigating the Real Time Display
    • Monitoring an interviewer
    • Monitoring silent calls
  •  Dialer Administration
    • Creating a dialer configuration file
    • Starting Dialer Administration
    • Importing a dialer configuration file
    • Setting up stations to use an autodialer
    • Connecting to and disconnecting from an autodialer
    • Closing Dialer Administration
    • Dialer testing
  •  Interviewing activity reports
    • Starting the interviewing activity report
    • Engine Status report
    • Project Status report
    • Web Status report
    • Refreshing the report
  •  Manage Logs
    • Starting Manage Logs
    • View Settings
    • View Logs tab
    • Downloading log files
    • Managing the DPM dump file
    • Contents of the zip file
  •  UNICOM Intelligence Interviewer - Remote Admin
    • Starting the UNICOM Intelligence Interviewer - Remote Admin Activity
    • UNICOM Intelligence Interviewer - Remote Admin Interface
  •  Activation History
    • Activation History tab
    • Filters tab
    • Settings tab
  •  Desktop tools
    •  Activating projects from the command line
      • Activate Document
      • Activating projects
      • Example activation commands
      • Converting activation .ini files to .xml format
  • UNICOM Intelligence Interviewer Server in other languages
•  Survey Tabulation
  •  Overview of UNICOM Intelligence Reporter - Survey Tabulation
    •  UNICOM Intelligence Reporter - Survey Tabulation architecture
      • Table population sequence
      • Internal files used by the table object model
      • XML formats used by the table object model
    • Access levels in UNICOM Intelligence Reporter - Survey Tabulation
    •  Tables
      • Structure of tables
      • Grid tables
      • Cell contents
    • Filters
    • Viewing tables as script
    • Displaying charts
    • Supported data formats
    • UNICOM Intelligence Reporter - Survey Tabulation in other languages
    •  Sample data
      • Setting up the XML Museum or Household project
      • Setting up the RDB Short Drinks project
      • Setting up the Quanvert Museum project
      • Setting up the SAV Employee data project
      • Setting up the QDI/DRS Museum project
      • Setting up the Surveycraft Museum or Household project
      • Setting up the Quantum Ski Demo project
      • Setting up the Triple-S sample projects
      • Setting up the UNICOM Intelligence Data File sample projects
    • Starting and quitting UNICOM Intelligence Reporter - Survey Tabulation
  •  Understanding variables
    • Categorical variables
    • Text variables
    • Numeric variables
    • Boolean variables
    • Loops and grids
    • Blocks and compounds
    • Derived variables
    • Axis expressions
    • Variable icons
    • System variables
    • Variable data types
  •  Defining the table structure
    • Define tab
    • Creating your first table
    • Concatenating variables
    • Nesting variables
    • Creating your first grid table
    • Creating multiple similar tables quickly
    • Copying, pasting, and clearing the table structure
    • Changing the items shown in the table
    • Which types of variables can you use in a table?
    • Edit Axis dialog
    • Table descriptions
    • Table Definition Options dialog
    • Managing tables
  •  Cell contents
    • Counts and unweighted counts
    • Percentages
    • Indices
    • Summary statistics of numeric variables
    • Expected values and residuals
    • Weighting
    • Rounding values
    •  Statistical formulae
      • Summary statistics of numeric variables
    •  Sorting rows and columns
      • Sorting nested and concatenated tables
      • Sorting net elements
      • Sorting special elements
      • Sorting grid tables
    • Suppressing rows and columns
    •  Defining cell contents
      • Modify Cell Items dialog
    • More information about cell contents
  •  Working with hierarchical data
    • The Household sample
    • The hierarchical variable list
    •  Understanding population levels
      • Top-level variables tabulated at the top level
      • Person-level variables tabulated at the person level
      • Person-level variables tabulated at the top level
      • Trip-level variables tabulated at the trip level
      • Trip-level variables tabulated at the person level
      • Variables from different levels tabulated at the default level
      • Variables from different levels tabulated at a higher level
      • Tabulating variables from different “parallel” levels
      • Tabulating variables from higher levels at a lower level
      • Showing summary statistics of a numeric variable in the cell contents
      • Using weighting variables with hierarchical data
    • Setting the population level
    •  Understanding grid tables
      • Changing the orientation of the table
      • Grids and loops that contain more than one variable
    •  The base in grid tables
      • Setting up bases for grid iterations
    • Grid and loop slices
    • Filtering hierarchical data
    • Changing the view
  •  Filters
    • Example filter
    • Passing a filter
    •  Filter dialog
      •  Defining the conditions
        • Conditions for single response variables
        • Conditions for multiple response variables
        • Conditions for text variables
        • Conditions for numeric variables
        • Conditions for Boolean variables
        • Conditions for date variables
        • Conditions for categorical grids
      • Combining conditions
      • View Expression
      • Advanced mode
      • More information
    •  Global/Interview Filter Setup dialog
      • Interview Filter dialog
  •  Table options
    • Options dialog
    • Properties dialog
    • View Table Options dialog
  •  Base elements
    • The base calculation
    • The unweighted base in weighted tables
    • Working with built-in base elements
    • Excluding information from the base
    • Hiding the base element
  • Statistical tests
  •  The variable list
    •  Variable List Options dialog
      • Modify Variable List Columns dialog
      • Modify Variable Types To Display dialog
    •  Hide Variables dialog
      • Hide Variables - Shortcuts dialog
    • Changing the types of variables displayed in the Variable List
    • Changing the columns in the Variable List
  •  The table list
    •  Table List Options dialog
      • Modify Table List Columns dialog
    • More information
  •  Headers and footers
    • Header and Footer dialog
    • Header and footer fields
    • Valid header and footer HTML tags
    • Defining headers and footers
    • Removing headers and footers
    • Setting the project and table document descriptions
  •  Exporting tables
    • Installing the export components
    • Enabling security access for Microsoft Excel, Word, and PowerPoint exports
    • Exporting tables
    •  Exports dialog
      •  HTML Exports dialog
        • Advanced HTML export properties
      •  Microsoft Excel Exports dialog
        • Advanced Excel export properties
      •  Microsoft PowerPoint Exports dialog
        • Advanced PowerPoint export properties
      •  Microsoft Word Exports dialog
        • Advanced Word export properties
      •  Text Exports dialog
        • Advanced Text export properties
    •  Understanding charts
      • Chart types
      • Items charted
      •  Exporting charts using Microsoft Excel custom chart types
        • Creating a custom chart type in Excel
        • Sharing custom chart types
    • Microsoft Word export problems
    • Formatting the tables in Microsoft Excel
    • HTML tables export: Customizing the style sheet
    •  Style sheet settings
      • Data cell items
      • Table axis cell items
      • Table of contents
      • Annotations
      • General
    •  Using HTML formatting in category descriptions
      • Adding graphics
    • Microsoft PowerPoint export formatting
    •  Formatting the output in Microsoft Word
      • Working with Microsoft Word templates
      • Changing the Microsoft Word export orientation to landscape
      • Changing the headers and footers used in the table of contents
      • Positioning the output in a Microsoft Word export file using bookmarks
      • Working with Microsoft Word styles
      • Custom styles in the default Microsoft Word template:
      • Valid element and cell contents types that you can use in the styles
  •  Working with variables
    • Changing a variable’s label (description)
    • Changing a category label
    • Changing the category order in a variable
    • Combining categories
    • Creating nets
    •  Combining categories in a grid
      • Banding a numeric variable
    • Autocoding a text variable
    • Adding a category based on another variable
    • Adding a category that is calculated from other categories
    • Adding summary statistics to a numeric variable
    • Adding summary statistics to a categorical variable
    • Adding summary statistics to a grid
    •  Removing categories from a table
      • Deleting a category from a variable
      • Filtering out a category
      • Hiding a category
      • Excluding a category from the base
      • Suppressing rows or columns
      • Deleting categories
      • Hiding categories
    •  Creating variables
      • Copying a variable
      • Merging categorical variables
      • Merging a categorical and a numeric variable
      •  Creating a summary statistic table
        • Creating a summary variable
        • Creating a summary table of mean scores
      • Clearing a variable’s axis expression
      • Deleting a variable
      • Restoring the project variables
    • Displaying and printing variable questions
    •  Edit Variable dialog
      •  Edit Variable dialog: Edit tab
        • Insert Item dialog
        • Edit Category dialog
        • Define Derived Element dialog
        • Element Properties dialog
      •  Edit Variable dialog: Banding tab
        • Insert Bands dialog
      • Edit Variable dialog: Script tab
    •  New Variable dialog
      • Edit Variable Definition dialog
      • Naming conventions
  •  Table documents
    • Saving table documents
    • Opening table documents
    • Uploading table documents from other applications
    • Managing table documents
    •  Managing template table documents
      • Creating a template document using UNICOM Intelligence Reporter - Survey Tabulation
      • Updating a template document
      • Deleting a template document
    • Managing files with the Web Explorer
  •  Working with versions
    • Understanding versions
  •  Table specification syntax
    • Table and axis syntax in scripts
    • Element list syntax
    •  Special elements
      • Displaying the mean of a numeric variable
      • Displaying a mean based on factors
      • Displaying totals and subtotals
      • Creating nets
      • Combining categories
      • Creating an element based on a custom expression
      • Banding numeric variables
      • Autocoding text variables
      • Banding date variables
      • Restricting a base using an expression
      • Restricting a mean using an expression
      •  Creating a derived element calculated from other elements
        • Create a derived element using relative position to reference elements
        • Create a derived element calculated from other elements using a function
      • Displaying the sum of a numeric variable
      • Displaying median and percentile values
      • Displaying a mode
    •  Element properties
      • Specifying the calculation scope for elements that use factors
      • Specifying decimal places for a summary statistic element
      • Specifying factors for existing elements
      • Specifying factors for special elements
      • Fixing an element’s position in a table
      • Hiding elements
      • Excluding categories from the base
    • Language codes for the Change Language Script snippet
  •  Advanced expressions
    • Null values
    • Locale handling in the UNICOM Intelligence Data Model
    •  Operators
      • Operator precedence
      •  Arithmetic operators
        • + operator
        • - operator
        • * operator
        • / operator
        • Mod operator
      •  Categorical set logic
        • Union
        • Subtract
        • Intersection
        • Difference
      •  Comparison operators
        • Equal to (=) operator
        • Not equal to (<>) operator
        • Less than (<) operator
        • Less than or equal to (<=) operator
        • Greater than (>) operator
        • Greater than or equal to (>=) operator
      •  Categorical comparison operators
        • Equal to
        • Not equal to
        • Less than and less than or equal to
        • Greater than and greater than or equal to
        • Has intersection
        • Like operator
        • Logical operators
        • Bitwise operations
      • Complex expressions
      •  Hierarchical expressions
        • down-lev (^.) operator
        • up-lev (.() operator
      • Aggregate functions
  •  UNICOM Intelligence Data Model
    • UNICOM Intelligence Data Model architecture
    • Case data
    • Metadata
    • Data Source Components (DSCs)
    • How the UNICOM Intelligence Data Model works
    • Label types, contexts, and translations
    • Versions
    • Heritage formats
    • Typical scenario
    • Frequently asked questions
  •  Extending UNICOM Intelligence Reporter
    • Export properties XML
    • Changing export components
    •  Creating an export component
      • Creating a Visual Studio Project
      • Adding the export logic
      • Testing the Export component
      • Deploying the Export component
      • Creating an UNICOM Systems, Inc. internal component
      • Working with existing Export components
      • Handling errors
  •  UNICOM Intelligence Reporter - Survey Tabulation reference
    •  Table document XML schema
      • Annotation element
      • Annotations element
      • Axes element
      • Axis element
      •  AxisHeadings element
        • Heading element
      • CellItem element
      • CellItems element
      •  Document element
        • DataSet element
        • Default element
        • ProfileDefault element
        • Global element
        • GroupedTables element
        • Tables element
        • Filters element
      •  Element element
        • SubElements element
      • ElementHeadings element
      • Elements element
      • Export element
      • Exports element
      • Filter element
      • Filters element
      •  Heading element
        • SubElementHeadings element
      •  Labels element
        • Label element
      • Node element
      • Properties element
      •  property element
        • name element
        • type element
        • value element
      • Rule element
      • Rules element
      • SortColumn element
      • SortRow element
      • Statistic element
      • Statistics element
      • Style element
      • SubAxes element
      •  Table element
        • ValidStatistics element
        • AvailableLevels element
    •  Tables XML schema
      • Annotation element
      • Annotations element
      • Axes element
      • Axis element
      •  AxisHeadings element
        • Heading element
      • CellItem element
      • CellItems element
      •  Document element
        • DataSet element
        • GroupedTables element
        • Tables element
      •  Element element
        • SubElements Element
      • ElementHeadings element
      • Elements element
      • Export Element
      • Exports element
      • Filter element
      • Filters Element
      •  Heading element
        • SubElementHeadings element
      •  Labels element
        • Label element
      • Node element
      • Properties element
      •  property element
        • name element
        • type Element
        • value element
      • Rule element
      • Rules element
      • SortColumn element
      • SortRow element
      • Statistic element
      • Statistics element
      • Style element
      • SubAxes element
      •  Table Element
        • AvailableLevels element
    • Tabulation Web Service Object Model reference
  • UNICOM Intelligence Reporter - Survey Tabulation: Frequently asked questions
  • Accessibility guide