[Action Needed for Qualtrics Product Update] Migration to XM Directory Lite

What’s happening?
This update is related to the upcoming migration from Qualtrics’s legacy contacts platform to XM Directory Lite during Spring Break 23. The current contact database platform will be replaced with more modern technology, that ensure our organization can take advantage of performance improvements associated with XM Directory in the future.

Please note, our license does not include all of the available features described on our support pages for, including a centralized directory, so this change will be largely on the backend. It will result in some small UI modifications and the following notable changes:

• “Consolidating duplicate contacts” in a mailing list is now available under the List Options drop down.

• If you are adding contacts from a survey, please review these instructions to learn how to accomplish this same task in XM Directory.

• The XM Directory trims white space at the end or the beginning of the embedded data field name.
o Note: In order to prevent duplicate embedded data after the migration, we will replace white space with double underscores. For example, a brand that has two embedded data fields named “Age” and “ Age”. After the migration, “Age” and “__Age” will be displayed as two distinct embedded data fields in the directory for the brand.

• The new backend continues to support exporting contacts into CSV and TSV format, but XML and HTML formats are not supported.

• If Data Isolation is enabled for your brand, data in XM Directory will be encrypted after the migration is finished. Data Isolation has many benefits, but does result in some limitations on searching data in XM Directory. You can learn more by visiting this support page.

What action do I need to take?
This migration will occur in the background and there is no associated downtime, so there is no direct action that you need to take in the platform to prepare. However, we want you to be aware of the upcoming changes, and we want to minimize the impact of UI changes to the end users. Therefore, the migration will take place during OSU’s Spring Break.

What if I have questions?
If you have further questions about the migration or XM Directory functionality, please review our support pages or reach out to our Support Team, who’s always ready to assist. To contact them, please log into your Support Portal.

Notes from Qualtrics Regarding Updates to the Library

What is the change?
At Qualtrics, we are committed to ‘experience-first’ design, which means continuous improvement of the XM Platform™ based on feedback from our users to deliver an easy to use, consistent and accessible experience. As part of this on-going commitment, we are redesigning our Library user interface. The enhanced experience will make it easier and more flexible to collaborate and share common resources across projects and with teammates.

Easier to use and accessible: We have modernized the user experience to be easier and more intuitive to use, introducing consistent interactions, in addition to WCAG 2.0AA accessible patterns so all users can collaborate. The new left navigation pane makes it even easier to navigate both within and between different libraries within your organization.

Flexible folders: Our new organization model introduces flexible folders that enable users to organize their resources as desired. Previously all resources were siloed, but now you can organize resources by project, use-case, or other approaches and see all relevant resources together.

This enhanced user experience lays the foundation for future improvements, like easier to use message translations and improved cross-team collaboration through role-based access.

What action do I need to take?
Ahead of onboarding onto the new UI, we encourage you and your teams to take this opportunity to clean-up and organize your libraries. Specifically, organizing your current library items from the “Uncategorized” grouping into folders will aid in the transition (see this support page for instructions). We encourage you to share this email with your users as you see fit.

If you maintain your own internal training documents, you may also consider updating screenshots for UI changes and any how-to instructions about the Library.

What if I have questions?
If you have a question about the new Library UI, please visit the Library support page. It’s also always worth checking the XM Community to see if any other users have the same question. If you’d rather speak to a specialist, our Support Team is always ready to assist. To contact them, please log into your Support Portal.

[Action Required] API Security Upgrade Test

As part of ongoing efforts to upgrade security, Qualtrics is deprecating users’ ability to access their accounts over unsecured HTTP connections.

This is a notification regarding upcoming deprecation HTTP endpoints of Qualtrics public APIs.

This email details the steps necessary to move over to the secure HTTPS endpoints and the timeline.

What is HTTPS?

HTTPS (Secure HTTP) denotes the use of HTTP with encryption protocols to create a secure connection between two machines. This encryption prevents attackers from intercepting sensitive information passed as part of a request from a website or API. This encryption is enabled when connecting to a secure part of a website or API indicated by an HTTPS URL, that is, a URL with the prefix https://.

What Action Needs to be Taken?

Version 2 API users must update the base URL of their API calls to begin with ‘https’ instead of ‘http’. This would be a simple string change in applications that call Qualtrics APIs. No additional code changes are necessary.

The base URL for the version 2 API is: https://survey.qualtrics.com/WRAPI/ControlPanel/api.php

Users that are using the API without the ‘s’ in the ‘https’ portion of the URL can search for ‘WRAPI/ControlPanel/api.php’ in their applications in order to find where it must be updated.

The deadline for switching version to API usage to HTTPS is June 15th, 2017.

After June 15th 2017, HTTP endpoint will be deprecated – which means applications that continue to call the HTTP endpoints will stop working.

Also note that API users may take this opportunity to transition to the newer version 3 API. Version 3 API  is fully RESTful and more state-of-the-art. Version 3 API documentation can be found at api.qualtrics.com.