MacOS users may simply click once on the distribution Test Pilot Database document,
select duplicate from the Edit menu and double-click on the the resulting icon.. 

Windows users will need to:

1. duplicate the original blank database document
2. rename the copy
3. open the copy with the Test Pilot engine

The procedures to do this vary with versions of Windows.
Consult Windows Help if you need assistance.

Step 2: Set the question database preferences appropriately...

After you dismiss the splash screen, you will be presented with the Preferences dialog.  You will need to:

1. Click on the General Test or Survey button as you are creating a survey.
    
2. Enter a title for the survey.  This title will appear in the Netscape title bar when the survey is presented to the user.
    
3. Enter an owner name and password.  The owner name is used along with the password when requesting a survey.  Later, when you request the survey from the web server, you enter ìname,passwordî in the test request User ID box.  Upon correctly entering the owner name and password, Test Pilot will present you with the survey's owner options which offer to let you retrieve, list and/or clear the results submitted by the participants in your survey.
    
4. Enter header information for the survey.  This is typically the title of the survey again with perhaps more detail than would fit in a Netscape title bar.  This information will be automatically formatted in large text at the top of your survey by Test Pilot.  If you wish to use HTML codes to format the header text yourself, click on the HTML checkbox to turn off Test Pilot's automatic formatting.
    
5. Enter instructions for the users of this survey.  This information will be automatically formatted in normal, indented text below the header of your survey by Test Pilot.  If you wish to use HTML codes to format the instructions yourself, click on the HTML checkbox to turn off Test Pilot's automatic formatting.
    
6. Enter footer information for the survey. This is typically a thank you message or a message stating confidentiality or where to go for more information or results.   The information will be automatically formatted in normal text at the bottom of your survey by Test Pilot.  If you wish to use HTML codes to format the footer yourself, click on the HTML checkbox to turn off Test Pilot's automatic formatting.
    
7. Enter your name in the Prepared By field.  This will be displayed by Test Pilot just below the footer and automatically formatted in right-justified italic text.
    
8. Double-check your entries and click on the Design Questions button to start entering your survey questions.  You may always return to the Preferences dialog by selecting Preferences from the Scripts menu.

Step 3: Enter your survey questions..

After you dismiss the preferences screen, you will be presented with the Question Designer window.  As you enter questions, consider the following:

• Choose your question type from the menu of available types.
   
• Question text will be formatted by Test Pilot to be bold, normal text.  You may override this formatting and use HTML codes to markup you own text.  Click on the HTML checkbox to turn off Test Pilot's automatic formatting.
   
• When you are ready to enter a new question, simply select New Question from the Scripts menu.
   
• When you wish to delete a question, simply select Delete Question from the Scripts menu.
   
• Feel free to enter as many questions as you wish.  You may use the question picker to choose subsets of questions from the entire database.
   
• You may optionally enter media to accompany a question.  Simply enter a filename for the media to accompany the question.  The filename maybe either a simple filename, in which case, it must be saved in the same directory on the web server as the exported survey (more about this later).  Or, the media filename can be a complete URL referencing a file (e.g. http://xx.yy.com/fred.gif ).  Media types currently supported by Test Pilot include .GIF and .JPG images, .MID sound (MIDI), and 320 x 240 .MOV Quicktime movies.  The support of animated GIF's is a function of the browser used to view the survey by the user.
   
• For all but the Check All and Text Box response types, you have the option of having your choices presented as a pop-up menu or as radio buttons.  That is, as a pop up menu, the user, clicks on the a single response choice field which automatically pops up a menu from which they may select their response.  Selecting radio buttons will show all the possible choices without having to click on a field first.  The difference is in the amount of screen real estate dedicated to the question on a survey.  A pop up menu will require less space to display on the final survey.
   
• For text box responses, you may select the number of lines and columns to allocated to the box where the user will enter their response.  Selecting any number of rows other than one will automatically produce scroll bars on the box so the users is not specifically limited to the number of lines that you have selected.  Selecting one row will limit the user to a single line of text.  It is recommended that you keep the number of columns less than 60.  This will ensure that the entire text box will be visible to users of Netscape with 640 x 480 displays.
   
• In the case of multiple choice responses, enter a single choice per line.  You may optionally include numbers or letters for your responses.  You may also check the include Other fill-out box to have Test Pilot automatically include an Other choice along with a small text box in which the user can enter their other choice.
   
• For all but the text box, multiple choice and Check All response types, you may optionally include a Not Applicable item.  Click on the include not applicable item checkbox to have Test Pilot include ìn/aî as a valid choice for the user.
   
• For all but the text box, multiple choice and Check All response types, you may optionally include a follow-up question.  For example, for a yes or no question you could include a text box entry with a label of ìIf yes, whyî.  Click on the include followup box checkbox to enable this option and enter the text of your label in the space provided.

Step 4: Setting up security restrictions...

As you prepare to release your survey to the Internet via your web server, you may wish to place some restrictions as to who may access the server or when it may be accessed. etc.  To start this process select the Restrictions choice from the Scripts menu.  The following possible restrictions may be appropriate for use with surveys.

• You may enter a start and end time for your survey.  If a user attempts to access the survey outside of the window of time and date that you specify, Test Pilot will refuse to produce the survey for their web browser.  Accessing the survey with the owner name and password will always bypass this restriction.
   
• You may wish to limit the computers that may access the survey.  That is, if you have a computer lab that will be the only computers permitted to access the survey, you would enter the Internet addresses (IP addresses) of the computers permitted to access the survey.  Contact your network administrator for a list of correct addresses.  Enter them, one per line, in the IP Restrictions field.  If you wish, you can enter simply the first three numbers of an IP address to enable all addresses beginning with your selected numbers to access the survey.  For example, entering 128.210.65 would permit access by computers with IP addresses of 128.210.65.1, 128.210.65.2, ..., up to 128.210.65.255
   
• If you wish to assign id's to participants of your survey, you may enter pairs of id numbers and names in the user restrictions box.  If the box is empty, everyone satisfying any of your other restrictions may access the survey.  On each line of the User Restrictions field, you may enter a number followed by a comma followed by a name.  For example one line may contain 12345,Malcolm Duncan   Note that there are no spaces after the comma.  Typically for anonymous surveys, this field will remain blank.
   
• If you do enter user restrictions you may wish to limit the number of submissions per user.  Enter that limit, typically 1, in the Limit Attempts to box.

Step 5: Publishing your survey on the web server...

Once you are ready to publish your survey with the web server, select the Export Test choice from the Scripts menu.  You will be prompted for a filename.  The test should be given a legal internet-style file name.  That is, it shouldn't have spaces or special characters in the filename.  The filename must end with an extension of .tpt  The Test Pilot Servlet on the web server will fail to recognize the file if it does not end with .tpt.  The filename component preceding the .tpt extension will be the Test ID that must be entered when requesting the survey from the web server.

( Users of Microsoft OS's will need to save the file with a .TAB extension and then, later, rename the file with a .tpt extension.  This is due to inflexibility in Microsoft's file dialogs. )

The file must be placed in a directory on the web server.  If you selected to include picture, sound or movie media to accompany your questions, those files should be placed in the same directory on the web server with the exception of media specified with a complete Internet URL.

Typically, the webmaster will have provided you, the developer, with access to a personal directory on the server.  As Test Pilot also stores the results of the survey in this directory, you should discuss security arrangements with the webmaster to ensure that others can neither delete, alter or improperly access the files in your private directory.  MacOS users can typically drag and drop the necessary files to their directory on the web server.  Windows users, with appropriate software may copy their files to the server or use an FTP program to send the files to the server.  Consult your webmaster for details and instructions appropriate to your web server environment.

Once the exported survey document is on the web server, attempt to access it.  For example, if your exported survey was entitled survey.tpt, and was stored in the biology132 directory on the web server at http://yourschool.edu/, you and your participants would access it with a web browser such as Netscape using the following URL:

http://yourschool.edu/servlet/TestPilot/biology132/

This URL will tell the Test Pilot Servlet that you will be accessing a survey in the biology132 directory of your web server and cause a login screen to appear. On the login screen there are two fields and a button:

1. Enter your owner name and password as name,password in the User ID box. Survey participants will typically enter their name here unless you have specified user restrictions, in which case, they would enter their id number there.
    
2. Enter survey (the name of the survey without the .tpt extension) in the Test ID box.
    
3. Click on the Request Test button.

You will be greeted with the owner options screen from which you may click on the View Test button to see your new survey.  Ordinary users of the survey will not be given access to the owner options and will proceed directly to the survey screen.  Once you have a chance to verify the test is ready for the public, simply inform the participants as to how to access the test using the URL and the three steps listed immediately above.  If you find errors in your survey simply return to the question database, make the changes and export the test once again to the web server.