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Secure Surveys Overview

1: Overview of Secure Surveys

When you create a project from the portal, or edit the project using the XML editor, or edit survey module in the survey editor, the resulting survey is 'secure.'  With a secure survey there are some restrictions on the code that is allowed as described in this document.

 Note that this does not apply to any surveys created through the shell environment. 

2: Embedded Code and Python Code Restrictions

Code that executes for the respondent such as exec, conditions, and rowCond etc., generally has access to all question data and can examine it, and modify it (e.g. modify text values).

The following lists the Python code restrictions:

  • names cannot start with an underscore character (_). This includes attribute names and variable names. 
  • augmented assignment is not possible on attributes/indices (e.g. d[42] += 1, or p.foo += 3)

3: Supported Functions

The following sections outline the functions that are supported and some that are unsupported for secure surveys.

3.1:  Built-in Python Functions

The following table lists the supported built-in Python functions for secure surveys:

False complex()
hex()
next() str()
None dict() id() oct() sum()
True divmod() int() ord() tuple()
abs() enumerate() isinstance() pow() unichr()
all() eval() issubclass range() unicode()
any() filter() list() reduce() xrange()
basestring() float() len() reversed() zip()
bool() frozenset() long() repr()  
callable() getattr() map() round()  
chr() hasattr() max() set()  
cmp() hash() min() setattr()  

For more information about the available Python built-in functions: click here.

The built-in functions setattr(), getattr(), hasattr(), and eval() have some restrictions on what they are able to do while working within the secure rules.

3.2:  Core Hermes Functions

The following table lists the supported core Hermes functions for secure surveys.

Hermes Function Description
getMarker(marker) Gets marker count
hasMarker(marker) Checks whether respondent has this marker
loadRecord(path, var, value) Loads a respondent record that completed another survey  For more information about loadRecord: click here
open(filename) Opens a file for reading only. The file must exist in the survey directory or a subdirectory. You should use relative paths here as they will be relative to the survey's directory (e.g. open("file.txt") opens selfserve/X/Y/file.txt. For compatibility with non-secure surveys, specifying the full path, i.e. open("selfserve/X/Y/file.txt") also works.
setExtra(var, value) Modifies extra variable
setLanguage(name) Changes the language
setMarker(marker) Sets this marker for this respondent

3.3:  Functions Used by Internal Code

The following table lists the supported functions generally used by internal code and should not be overwritten in the survey code.

Internal Code Function Description
allowOnly  
dollar(s) Quote string to avoid variable replacement
ebayMobileCheck  
If  
includeData From current directory only
ishuffle  
isMobile  
protected Watermarking
quoteXML(s) Quote string for emission in XML
timeSpent() Number of seconds spent in survey by the respondent
updateConditionTable  
updateTrackCheckboxTable  

3.4: Standard Modules and Accessible Functions

The following table lists the supported standard modules and their accessible functions for secure surveys.

Module Name Accessible Functions
datetime datetime date tzinfo timedelta
hashlib  
math log log10 exp sqrt trunc ceil isnan log1p pow modf
misc flatten
os path
os.path abspath basename dirname exists getmtime getsize join isfile isdir
random randrange choice sample randint random shuffle
re compile search match sub findall finditer split
time  asctime clock ctime gmtime mktime strftime strptime localtime
util generatePassword limitString shuffle urlencodeDict formEncode toPrintable commaify quote natkey
__future__ with_statement  

3.5: Virtual Questions and Functions

The supported functions for virtual questions are the built-in Python functions and the following related virtual functions.

For more information about the functions of virtual question: click here.

Virtual Functions
assignRandomOrder
bucketize  (See note below)
bucketizeSearch
completionTimeFor
fetchMarker
fetchMarkerM
getRandomOrder
labelSearch

Since data merging is not available, use the datasources system instead.  In addition, bucketize() with ranges will not work in SECURE surveys.

3.6: Utility Functions

The following table describes the useful utility functions for secure surveys.

Utility Function Description
oneArgument

Extracts the first space-delimited word from a strong and returns the word and the rest of the string

>>> first, rest = oneArgument("some words here")
>>> print first
some
>>> print rest
words here

nullfun Takes any amount of arguments and always returns "None."  It is occasionally useful as a "data sink"
indices Exists only for backwards compatibility.  Instead use the builtin enumerate Python function
generatePassword

Generates a random string of alphanumeric digits with the specified number of characters

>>> print util.generatePassword(12)
nn7vrbm18t1d

flatten

Concatenates a possibly nested sequence of other sequences. Strings are not flattened, but lists and tuples are flattened

>>> flatten([[1,2,3], 4, 5, ["six", "seven"]])
[1, 2, 3, 4, 5, 'six', 'seven']

ddict

Is a limited version of the Python collections.defaultdict. Its a dictionary that can be provide a default value for items that are not found.

>>> d = ddict()
>>> d["joe"] = 42
>>> print d["joe"], d["bob"], d["janet"]
42 0 0

commaify

Formats a number as a string, inserting commas every 3 digits.

>>> commaify(12345678)
'12,345,678'

v2All Returns "True" if all elements of the passed sequence are true.  Otherwise, it returns "False." This is equivalent to Python builtin function, all
v2Any

Returns the first "true" object in a sequence.  This differs slightly from the Python builtin function, any

>>> v2Any([0,None,"", 5])
5

3.7: Unsupported Functions

The following functions are unsupported for secure surveys.

Unsupported Functions Comments
checkDuplicateEntry()  
digimarc()  
exec()  
execfile() Built-in Python function
findBetaSegment()  
from __future__ import with_statement Is automatically enabled
merge()  
merge2()  
mergeQuestions()  
storeDuplicateEntry()  

4: Objects

Secure code has limited read-only access to information about the current survey and requests. Most of these are used only in custom styles and rarely in survey code. This list applies mainly to those who implement custom styles.

The following table lists the read-only objects in a secure survey.

Read-only Objects Description
condition Condition object for accessing named conditions
gv.debug For debugging settings (e.g., gv.debug.flow)
gv.inReport() Are we running a report
gv.inSurvey() Are we currently in a survey
gv.isSST() Whether simulated data is running
gv.isUser() Is there someone logged in
gv.report Current report
gv.request Current request
gv.request.baseURL Return the Base URL of the survey (i.e http://survey.domain.com or https://survey.domain.com)
gv.request.device

Returns the properties of the referenced device

gv.request.get Find a raw value in the request
gv.request.getCookieVar If a cookie was submitted to the page it will return that cookie
gv.request.getFirstHeader(name) Find the first HTTP header with this name
gv.request.getRaw(name) Access all variables passed in the URL as a list with the specified name. If none found will result in a keyError
gv.request.getRemote() IP address of the request
gv.request.has_key(var)  Checks if a variable exists
gv.request.method Returns the type of request (GET or POST) that was sent to the survey
gv.request.path The path of the survey excluding any variables (i.e., selfserve/53a/abc123)
gv.request.requestHost Current survey domain/host being used
gv.request.savedUser Saved user (for user switch)
gv.request.secure Is the request coming over a secured session
gv.request.user Current user
gv.request.variables Dictionary of extra variables and their values
gv.secureHost The secure host the survey would redirect to
gv.survey Current survey
gv.survey.compat Checks for the compat level
gv.survey.path Survey path
gv.survey.replaceVariables([variable],[replacement]) Values set to replace embedded variables or expressions
gv.survey.root Additional survey.xml information
gv.survey.root.compat Compatibility level
gv.survey.root.lastDataTimestamp Formatted information about last data timestamp
gv.survey.root.name Respondent-visible survey name
gv.survey.root.newStyle newStyle=1 set?
gv.survey.root.quota Quota object in which you can call getQuotaCells() on it
gv.survey.root.state Survey state (e.g., gv.survey.root.state.testing)
gv.survey.root.weights Weights information
pipe Pipe object for accessing pipe contents
res Object to access text of a resource

In addition to the above objects, when you access a question or cell object, you can read (but not write) any attribute that appears in the XML.

5: Styles

The code within styles (i.e. ${python code} or @if python conditions) is also secured. While you have free access to style parameters, you are restricted in what global data is accessible (see objects chapter above).

The code in @if and @for will run within the same context as your survey.

6: Mutator Code

Mutators are functions specified in an onLoad attribute. Only copy, createTables, rowsFromAnswers, createQuotaTables, and createTerminateTables are available in that context.

While fixupPipe and updateNoanswerTable are accessible, they are automatically used by <pipe> and <noanswer> elements.

Note: The fixupPipe function will create a mutator radio question capturing a pipe’s state and will be applied automatically if a pipe has capture="yes" configured. If you do not want to capture data from a pipe, you can remove this function by setting capture="".

Mutators that are not supported: hotText.

7: XML Tag Limitations

Quota: secure quotas cannot reference quota files from another directory (filename= attribute) nor can they use the multi= attribute to have multi-survey quotas.

Html: files referenced by this tag must be read from the current directory or subdirectories.

Labels: labels must not start with an underscore character (_) if you want to build logic off of them.

Questions: The aggregate attribute (which lets you stack questions) is not supported for secure surveys.

8: Secure Surveys in Detail

A secure survey has an additional file named, SECURE, that resides in the survey directory.  If that file is removed, the survey reverts to the default insecure state until it is edited using the survey editor. You can remove the SECURE file, but it is not recommended as the survey might require additional peer review.

Adding fullService="1" to the <survey> element will allow staff access to the survey but not non-staff who have survey editor access. This technique can be used to lockout a client where the client entering the survey editor would cause code to break due to the SECURE file.  This is different from adding the builderCompatible="0" which locks out all users from the survey editor and allows only non-staff who have survey editor access to edit the XML.

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