Configure your Qualtrics survey to use CAS at IU

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Configure your survey to use IU CAS

Notes:
  • These instructions are for configuring your Qualtrics survey to use Indiana University's Central Authentication Service (CAS). Optionally, you also may configure your survey to capture and store identifying information as respondents log in via IU CAS.
  • When your Qualtrics survey is configured to require IU CAS authentication, only respondents with valid IU Network ID credentials will be able to access it.

To configure your Qualtrics survey to authenticate respondents via IU CAS, you must add a single sign-on (SSO) Authenticator to your survey flow.

  1. In the survey editor, select Survey Flow.

    Survey Editor

  2. Click + Add a new Element Here, and then select Authenticator.
  3. In the "Branch on Successful Authentication" box:
    • From the Authentication Type drop-down list, select SSO.
    • Uncheck the Associate Respondent With Panel.
    • From the SSO Type drop-down list, select Shibboleth.
    • Select Move, and then drag the "Branch on Successful Authentication" box to the top of the survey flow window, above any other blocks.

    Qualtrics Survey Flow screen

    Note:
    Although Qualtrics features native support for CAS authentication, IU's CAS requires external hosts (for example, Qualtrics) to connect via its Shibboleth gateway.
  4. At this point, your survey is ready to use with IU CAS:
    • If you do not want to capture identifying information from respondents as they authenticate, click Save Flow.
    • If you want to capture identifying information from respondents, continue with the steps in the next section.

Capture identifying information (optional)

By adding the Shibboleth SSO authenticator to your survey, you have the option of capturing and storing the following identifying information when respondents authenticate:

  • First name
  • Last name
  • Email address
  • Username
  • Primary campus
  • University ID number
Note:
Surveys which capture University ID data are approved on a case-by-case basis. To make a request, contact qualtric@iu.edu with information about your use case and why you would like to capture UID data.

To enable data capture:

  1. Open your survey.
  2. Click Survey Flow.
  3. Return to the "Branch on Successful Authentication" box you configured in the previous section.
  4. Check Capture respondent identifying info.
  5. Click Add Embedded Data, and then, for each data element required, add the appropriate line as shown in the table below:
    Embedded data to set Field from SSO
    First name firstname
    Last name lastname
    Email address email
    Username urn:oid:2.5.4.3
    Primary campus urn:oid:2.5.4.13
    Notes:
    • The value on the left side of the equal sign can be anything you want; it becomes the name of the embedded data element.
    • The value on the right side of the equal sign must be the same as shown in the table above; it is the name of the data element being passed into Qualtrics.
  6. When you are finished, click Save Flow.

This is document amtz in the Knowledge Base.
Last modified on 2018-11-05 11:38:37.

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