Modern Survey Connection - Take Survey URL (On-Premises Deployments)

4 min

When an incident is closed, a 'Take Survey' end point URL is generated, directing end users to submit their survey responses. Previously, this URL lacked authentication. As part of our security enhancements, we've introduced SQL user authentication for accessing the 'Take Survey' endpoint. The endpoint now requires the creation and linkage of a specific SQL user to tenants to function correctly.

Ensure that the required SQL user is set up and associated with the relevant tenants for continued access to the 'Take Survey' URL. Take Survey end point - https://{tenant url}/HEATSurvey/TakeSurvey?action=take_survey.

Configuring an SQL User for each Tenant Database

Create a Separate SQL User - For each tenant database in your landscape, create a dedicated SQL user with limited permissions using below SQL query.

Ensure to replace <username>, <password>, and <db_name> with the appropriate values.

-- ================================================
-- Step 1: Create login and database user
-- ================================================
CREATE LOGIN <username>
    WITH PASSWORD = '<password>',
    CHECK_POLICY = OFF,
    DEFAULT_DATABASE = <db_name>;
 
USE <db_name>;
GO
 
EXEC [sys].[sp_adduser] '<username>';
GO
 
-- ================================================
-- Step 2: Create the SurveyRole database role
-- ================================================
CREATE ROLE [SurveyRole];
GO
 
-- ================================================
-- Step 3: Add user to SurveyRole
-- ================================================
ALTER ROLE [SurveyRole] ADD MEMBER <username>;
GO
 
-- ================================================
-- Step 4: Grant permissions to SurveyRole
-- ================================================
GRANT SELECT                       ON [dbo].[FRS_Survey]                TO [SurveyRole];
GRANT SELECT                       ON [dbo].[FRS_SurveyQuestion]        TO [SurveyRole];
GRANT SELECT                       ON [dbo].[FRS_SurveyQuestionCategory] TO [SurveyRole];
GRANT SELECT                       ON [dbo].[FRS_SurveyChoice]          TO [SurveyRole];
GRANT SELECT, UPDATE, INSERT       ON [dbo].[FRS_SurveySession]         TO [SurveyRole];
GRANT SELECT, UPDATE, INSERT       ON [dbo].[FRS_SurveyAnswer]          TO [SurveyRole];
GRANT SELECT, UPDATE       ON [dbo].[Frs_SurveyTokens]          TO [SurveyRole];
GO

For on-premises deployments, the following SQL statement is required only in version 2026.2 and later:

GRANT SELECT, UPDATE ON [dbo].[Frs_SurveyTokens] TO [SurveyRole];

Configure the SQL User in the Tenant.

Navigate to the Tenants workspace.

Select the tenant where the SQL user was created.

Navigate to the Survey Connection child tab.

Enter the SQL user’s username and password created in Step 1 into the Survey Username and Survey Password fields.

Save the configuration.

This document applies only to on-premises deployments. SaaS customers do not need to need to perform these steps.

javascript:void(0);Related Topics