Post-Installation Setup

1. Ensure the CATI add-on has been assigned to your company .
2. In the Company Details > Add-Ons tab, select CATI to enable the CATI add-on.



Figure 1 - Enabling the CATI add-on - 1

3. Save the changes.
4. On the Company Details page, click the Add Instance button.

This verifies that a new Service called Confirmit.CATI.Backend.Rel$[CompanyID], and on the SQL Instance a new database named ConfirmitCATIV15_[CompanyID], are created.

5. Create a user in the new company (for example Company Admin) with the Normal role, and grant the user the SYSTEM_CATI_SUPERVISOR permission.
6. Log in as Company Administrator.



Figure 2 - Enabling the CATI add-on - 2

7. In the Survey Channels tab, click the Initialize Multimode Instance button to initialize a Multimode instance for the company.

The Multimode instance will initialize.

Caution when Enabling Multimode in Forsta Plus

When entering the MultimodeWebServiceURL and MultimodeBaseURL in Professional Authoring, all Multimode Surveys (CATI and CAPI) will start to use the Multimode components. You must initialize Multimode for all companies that use CAPI, and companies that are going to use CATI.

If you do not initialize Multimode, then CAPI surveys will fail to launch. Note that this will also affect existing surveys. CAPI surveys launched prior to installing Multimode must be re-launched so that databases can be updated.

Data collection for CAPI will NOT stop if this is not done, but the surveys will not log productivity statistics until this is done. It is therefore recommended to initialize the Multimode Component during a maintenance window.