Uploading and Exporting the Sample File

Uploading the Sample File

Once you have created the required sample file, if it is not uploaded to the project automatically when it is created (go to Upload Sample Properties for more information) then it must be uploaded "manually". To do so, proceed as follows:

1. In the Execution tab's Job Runs area, select the run you wish to upload to your project.
2. Click Upload.

The Upload Sample Properties dialog box opens - .



Figure 1 - The Upload Sample Properties dialog - 1

• Existing Project - select to upload the sample file to an existing project.
• New Project - select to create a new project and upload the sample file to it.
3. Select the start time for the job and click Next (go to Setting the Execution Time and Date for a Job for more information).

The dialog changes to that shown below - . Note that if you have selected to upload to a new project, the field layout will be slightly different.



Figure 2 - The Upload Sample Properties dialog - 2

• Project ID – the ID number of the project into which you wish to load the sample file.
• Comment – free text field for general comments.
• Test Database – check to load the data file into a test database such that you can test the survey.
4. In the Project ID field, write the ID number of the project into which you wish to load the sample file, and make the other settings as required.
5. Click OK.

The file containing the details of the selected panelists is loaded into the selected survey. While this is happening, a task list and progress bar is displayed on the screen. On completion, an OK button will appear at the bottom of the task list.

6. Click OK to return to the Job Information page.

The Sampling job is now complete. Refer to the separate Professional Authoring documentation for further information on survey creation.

Note: When the sample file is generated, each panelist is assigned a random mailcode value from 0 to 9. This code is used to determine which batch the panelist is to be included in for email invitations and reminders. When the number of batches is selected, the panelists are divided amongst the batches according to their mailcode value. If only one batch is to be used, the mailcode value is ignored and all panelists in the sample file are included. If for example the number of batches is set to 2, then panelists with mailcode values 0, 1, 2, 3 and 4 will be allocated to the first batch and those with values 5, 6, 7, 8 and 9 to the second batch. If the number of batches is set to 10, all panelists with mailcode 0 will be in the first batch to be sent, all panelists with mailcode 1 will be in the second batch to be sent etc.

Exporting the Sample File

Once you have created the sample file you can export it to another server or project. Proceed as follows:

1. On the Execution tab, in the Job Runs area select the job run for which you wish to export the sample file.
2. Click Export Sample File.

The Sample File Export dialog opens - .



Figure 3 - The Sample File Export dialog

3. The Email Recipient field contains the email address registered for the current user. Change this as required.
4. Type a comment into the Comment field if required and click OK.

The sample file created by the selected job is zipped, attached to an email and sent to the specified address.