Database

Database

The fields available when Database is selected as the Target Type - .

Figure 1 - The tab when Database is selected

• Connection String – type in here the connection string used to connect to the database.
• Table Name – type in here the name of the table into which the data is to be copied.
• Mapping Setting – you can map fields from the source to the fields in the database table.

Panel Database

The Panel Database target type is used to update the database - .

Figure 2 - The tab when Panel Database is selected

Note: A survey rule that is to be used to synchronize the panel database with a survey must have "Panel Database" as its target.

• Target Mode – this property has different options available depending on the Source and Target selections.

When both Source and Target are Panel Database:

• Update Data - records from the source will update any matching records in the target database. The selected key field will be used to match records from the source to records in the target database. Any records in the source database that do not match the selected key fields in the target will be ignored.
• Delete Data - when the Action tab contains an action script that includes the DeleteCurrentPanelist() function, selecting Delete Data will delete from the panelist database any unsubscribed panelists that are selected by the filter currently applied in the Source tab. Note that if you continue with this action, the selected panelists will be permanently removed from the database and cannot later be retrieved.

Note: Only panelists that are registered as Unsubscribed will be deleted from the database.

When a source other than Panel Database is selected, you can choose between the four modes listed below. In all the modes the user will be asked to provide a key (see Key field below). The keys available are respid, responseid, and any field in the panel database that has an index. To create an index on a field in a panel database, go to the question properties of the field and set the "Indexed" property (available on single and open text questions with a field width set), and then re-launch the survey. By employing this setting, you can then use for example email address, membership number etc. as a key. The rule executer reads the value of the selected key field in the incoming data file and checks to see if a row with the same key already exists in the target.

• Update data - use if the source is a Panel database, or if the Source is a file, and the file includes a Response ID column. Any records in the source that already exist in the target panel database will be updated with values from the source. Any records in the source that do not already exist in the target panel database will be ignored.
• Append data - use if the Source is a file, and the file does not include a Response ID column. Any records in the source that do not exist in the target database will be added to the target database. Any records in the source that already exist in the target database will be ignored.
• Append with key - use if the Source is a file and the file includes a Response ID column.
• Merge data - all the data from the source will be added to the target panel database. Any records in the source that already exist in the target database will be updated, and any records in the source that do not currently exist in the target database will be added to the target database.

When you select Source Type to be Survey (go to Survey Database - Synchronization for more information), on the Target tab the Target Type must be set to Panel Database and the Target Mode must be set to Update.

When you set the Source Type to be Survey Database (go to Database for more information), the target tab includes the Map Fields button (go to Mapping Fields for more information).