Merge pull request #259 from cmu-delphi/docs/survey-sftp

Document how to connect to the SFTP server

Author: capnrefsmmat

docs/symptom-survey/screenshots/cyberduck-1.png

@@ -0,0 +1,61 @@
+---
+title: SFTP Server Access
+parent: COVID Symptom Survey
+nav_order: 4
+---
+
+# SFTP Server Access
+
+Researchers with data use agreements to access the raw data from the COVID-19
+symptom survey can access the data over SFTP. (If you do not have a data use
+agreement, see the [main survey page](index.md) for information about getting
+access.)
+
+If you're not familiar with SFTP, it is a protocol for securely accessing and downloading
+large amounts of data from remote servers. The instructions below explain how to
+connect to our SFTP server on Windows or Mac. (Linux users can use the
+command-line `sftp` program, or most file managers can browse directly to
+`sftp://ftp.delphi.cmu.edu:2222` using the username and password provided to
+you.)
+
+## Windows
+
+[WinSCP](https://winscp.net/eng/index.php) is a free, open source SFTP client
+for Windows. (You can use other SFTP clients if you already have one you
+prefer.)
+
+1. Download and install WinSCP.
+
+2. When you open WinSCP, a login window should appear, at which point you can
+   move to Step 3. If not, click the “New Session” button in the top left.
+
+   ![Screenshot of WinSCP's opening screen.](screenshots/winscp-small1.png)
+
+3. In the login window, make sure SFTP is the selected file protocol and input
+   the credentials (server, user, password, and port) given to you in the “CMU
+   Delphi COVID Survey Data Access” email. Click “Login” to connect.
+
+   ![Screenshot of WinSCP's credentials and login screen.](screenshots/winscp-small2.png)
+
+4. You should then have access to the CSV files of individual responses from CMU
+   Delphi COVID Survey of Facebook users. See our [response files documentation](survey-files.md)
+   for information on how these files are formatted.
+
+## MacOS
+
+[Cyberduck](https://cyberduck.io) is a free, open source SFTP client for MacOS.
+(Download directly from their site for free; the App Store version costs $24.)
+
+1. Once the program is installed, click “Open Connection”.
+
+    ![Screenshot of Cyberduck's opening screen.](screenshots/cyberduck-1.png)
+
+2. Select SFTP (SSH File Transfer Protocol) and input the credentials given to
+   you (server, user, password, and port) in the “CMU Delphi COVID Survey Data
+   Access” email.
+
+    ![Screenshot of Cyberduck's screen to enter credentials.](screenshots/cyberduck-2.png)
+
+3. You should then have access to the CSV files of individual responses from CMU
+   Delphi COVID Survey of Facebook users. See our [response files documentation](survey-files.md)
+   for information on how these files are formatted.

docs/symptom-survey/screenshots/cyberduck-2.png

@@ -7,9 +7,10 @@ nav_order: 1
 # Response Files
 {: .no_toc}
 
-Users with access to the [COVID symptom survey](./index.md) individual response data
-should have received SFTP credentials for a private server where the data are
-stored. This documentation describes the survey data available on that server.
+Users with access to the [COVID symptom survey](./index.md) individual response
+data should have received SFTP credentials for a private server where the data
+are stored. To connect to the server, see the [server access documentation](server-access.md).
+This documentation describes the survey data available on that server.
 
 You must sign a Data Use Agreement with Facebook and with CMU to gain
 access to the individual survey responses. If you have not done so, aggregate data is available
@@ -44,7 +45,7 @@ Every day, we write response files for *all* days of data, with today's
 `recorded` date. You need only load the most recent set of `recorded` files to
 obtain all survey responses; the older versions are available to track any
 changes in file formats or slight changes from late-arriving responses, as
-described in the lag policy.
+described in the [lag policy below](#lag-policy).
 
 ## Conditions Responses are Recorded