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August 2016 Presented by Michael Tripp Creating Editable Feature Services and Basemaps for Mobile DRAFT

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August 2016

Presented by Michael Tripp

Creating Editable Feature Services

and Basemaps for Mobile

DRAFT

DRAFT

Service 1st TeamOregon and Washington US Department of the Interior

Bureau of Land ManagementRegion 6 US Department of Agriculture

Forest Service

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Today’s Topics

Publishing a Hosted Feature Service

Creating a Tile Package (TPK)

Time for Questions

Group Discussion

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What is a Feature Service A platform that allows spatial data to be served over

the web providing feature symbology, database schema, and the ability to query/edit/sync field collected features.

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Publishing a Hosted Feature Service Scope of a Hosted Feature Service Project level data

o This type of data frequently does not have an enterprise database

To collect and interact with data using the S1 Application Data must be published as a feature service

Publisher account in ArcGIS Online (AGOL) Custom role required to publish and manage a feature

service

Once a Publisher has the correct AGOL account permissions Use ArcMap to publish data as a hosted feature service Citrix Environment or stand-alone computer

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Publishing a Hosted Feature Service Share this feature service with a group or

groups in AGOL

The feature service is ready to be used by various applications: S1 Mobile Android Application ArcMap AGOL via desktop AGOL via mobile device ESRI Collector (web map must be created

to use feature service)

Field collected data can be synced directly back to feature service

AGOLHosted

Feature Service

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Hosted Feature Service Workflow

BLM or USFS Publisher

BLM or USFS Citrix User

BLM or USFS Web User

BLM or USFS Field Workers

PublishMap

Create Local GDB

Copy for Editing

Hosted FeatureService

OfflineGDB Syncs

WebMap

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ArcGIS Online (AGOL)

• Public Cloud

ArcGIS forOrganizations

(AG4O)• Walled Agency Site

Groups • Project Collaborators

Content

• Feature Services

• Web Maps

AGOL Content Hierarchy

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Steps to Publish a Hosted Feature Service Pre-work Create file geodatabase (GDB) and feature classes

ArcMap set-up Configure data frame and feature class properties

Sign into AG4O account

Publish Service Configure the Service Editor

Analyze/Prepare Window

Publish the service

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Pre-work before Publishing Create GDB and feature classes Set coded value domains

Set default values for fields

Set required values for fields

Create attachments if photos are to be part of the feature service

Use GlobalID as primary key when working with related tables

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ArcMap Set-up Add feature classes to blank MXD Related tables must be present in MXD when publishing

Set coordinate system of data frame WGS 1984 Web Mercator (auxiliary sphere) is recommended

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ArcMap Set-up Apply datum Transformation if data is not in WGS 1984 NAD_1983_To_WGS_1984_5

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ArcMap Set-up Important for USFS and BLM publishers using R6 Albers Projection Set data frame to correct coordinate system if publishing a

feature service using R6 Alberso Location of projection: Projected Coordinate System > State Systemso Name : NAD 1983 USFS R6 Albers (Meters)o Sets WKID (Well-Known ID): 102218o Sets Authority: ESRI

CorrectIncorrect

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Set extent of MXD This extent will be the area in which data can be collected using

the feature service

Zoom data frame to full extent of where features will be collected Ex: Forest Service Boundary, BLM District Resource Area

Choose Other and Specify Extent Set to Current Visible Extent

ArcMap Set-up

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ArcMap Set-up Remove all layers from map not part of editable

feature service such as reference data or imagery

Make sure a feature template has been created prior to publishing

Keep symbology simple for points, lines and polygons Set point size: 16-20

Set line width: 2-5

Set polygon outline width: 2-5

Set Maximum and Minimum Scale Ranges

Turn off non-essential fields

Turn on/off labels as needed

Save MXD

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Start ArcMap and open the map you want to publish

Enter your Username and Password for your ArcGIS Online account BLM users login to AGOL DOI SAML User

account (Enterprise Account)o Enter your ArcGIS organization's URL:

blm-egis.maps.arcgis.como Choose Using Your DOI Accounto If prompted, pick the appropriate

certificateo Enter Smart Card PIN

USFS users login to standard AGOL account

Publish a Hosted Feature Service

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Access File Menu in ArcMap Share as a Service File > Share As > Service

Choose Publish a service

Publish a Hosted Feature Service

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In the drop-down list under Choose a connection, pick My Hosted Services (U.S. Forest Service) This list will be unique for individual

users depending on their AGOL account

Enter a Service Name The default service name is the

same as the MXD name Remember to use agency naming

conventions and guidelines

Publish a Hosted Feature Service

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Recommended not to change default settings for Parameters These settings will be grayed out until you activate

Feature Access under Capabilities tab

Publish a Hosted Feature Service

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Activate Capabilities Tab Turn ON Feature Access by checking box Turn OFF Tiled Mapping by unchecking box

Publish a Hosted Feature Service

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Activate Feature Access Tab Turn ON all operations by checking boxes under Operations

allowed: o Createo Deleteo Query o Synco Update

Publish a Hosted Feature Service

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Activate Item Description Tab Fill out all required fields for Item Description

o Summaryo Tags

Recommended, but not required to fill out additional fields o Descriptiono Access and Constraintso Credits

Publish a Hosted Feature Service

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Activate Sharing Tab Set who to Share your service with: Assign Members of these groups:

Publish a Hosted Feature Service

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Analyze feature service to access Prepare window

All Errors must be fixed in the Prepare window before the service can be published

Optional, but recommended to fix Warnings and Messages

Publish a Hosted Feature Service

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Analyze again to recheck for any additional errors, warnings, and messages

Publish when ready to publish the service

A message appears when the service has been published successfully

Publish a Hosted Feature Service

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Publishing Internal Feature Services

Scope of an Internal Feature Service Enterprise level data

o Data is stored on an internal server (ex. ArcGIS Server) in an SDE environment

Data from the feature service is synced directly back to SDE enterprise database

The details and workflow of this methodology are currently being established for both BLM and USFS

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Simplified Internal Feature Services Workflow

Image credit: http://server.arcgis.com/en/server/10.3/publish-services/linux/GUID-DD228B30-3D3B-4A92-B8BB-9DD3C7902CA9-web.png

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Custom Roles in AGOL

Custom Roles by Agency to Publish Feature Services

USFS Publisher o Ability to publish services and create groups

BLM Publisher and Group Assignero Ability to publish services and create groups

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How to request a Publisher Account BLM Request:

AGOL Accounto https://blmspace.blm.doi.net/oc/intra/drs/Sit

ePages/SOP1%20001%20Requesting%20Access%20to%20AGOL.pdf

AGOL DOI SAML User Accounto https://blmspace.blm.doi.net/oc/intra/drs/Sit

ePages/How%20to%20get%20an%20AGOL%20DOI%20SAML%20User%20Account.pdf

USFS Request: AGOL Account

o http://fswebgstc.gsc.wo.fs.fed.us/services/applications_tools/AGOL/request_access.php

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Tile Package Basics (TPK) Tile packages are a cache of image tiles,

generated for a specific area at several different scales that are wrapped into a single file.

A tile package allows you to create a set of tiles from a map (mxd), then use the set of tiles as a single basemap in GIS and mobile applications. Examples: S1 Mobile Android Application ArcMap AGOL via desktop AGOL via mobile device ESRI Collector

o Data is stored on internal memory only o Cannot utilize external SD Card storageo Must use iTunes to side load data

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Steps to Create a Tile Package (TPK)

Pre-work Enable ArcGIS Runtime Tools in ArcMap

ArcMap set-up Configure data frame properties

Create the TPK Configure the Tile Package Editor

Analyze/Prepare Window

Share the Tile Package

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Pre-work before Creating a Tile Package (TPK)

Access Packaging options in ArcMap Customize > ArcMap Options >

Sharing tab

Check box for Enable ArcGIS Runtime Tools

File > Share As > Tile Package will be grayed out in ArcMap unless this option is turned ON

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ArcMap Set-up Add feature classes to blank MXD

Set coordinate system of data frame WGS 1984 Web Mercator (auxiliary sphere) is recommended

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ArcMap Set-up Apply datum Transformation if data is not in WGS 1984 NAD_1983_To_WGS_1984_5

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Zoom map to the maximum extent desired in the tile package.

A large map extent will increase processing time as well as output file size

Data Frame Properties > Data Frame Choose Other and Specify Extent Set to Current Visible Extent

ArcMap Set-up

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Define the outer edge of the map extent This setting clips map extent to the current visible extent Helps to reduce processing time and file size

Clip Options Choose Clip to shape

Specify Extent Set to Current Visible Extent

ArcMap Set-up

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Set data frame background to no color

Data Frame Properties > Frame tab In the Background section

o Set Color patch: No Color

ArcMap Set-up

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Set Map Document Properties File > Map Document

Properties

Fill out fields for: Summary Description Tags

Make Thumbnail Screenshot of data Optional but recommended

ArcMap Set-up

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Share as a Tile Package Access File Menu in ArcMap File > Share As > Tile Package

o This option will be grayed out unless ArcGIS Runtime Tools are enabled in ArcMap Options (Sharing tab)

Create a Tile Package (TPK)

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Activate Tile Package Tab Specify location of where to save tile package

o Network location o Local folder on desktop

Create a Tile Package (TPK)

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Activate Tile Format Tab Set Tiling Scheme: ArcGIS Online/Bing Maps/ Google Maps Set Tiling Format: PNG8 Set Level of Detail by moving the slider bar

o Approximate size of the tile package updates as bar is movedo A higher level of detail will increase processing time as well as

output file size Recommended to keep the tile package under 100MB in size

Create a Tile Package (TPK)

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Activate Item Description Tab Fill out all required fields for Item Description

o Summaryo Tags

Recommended, but not required to fill out additional fields o Descriptiono Access and Constraintso Credits

Create a Tile Package (TPK)

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Analyze Tile Package Tap Analyze to access Prepare window

Prepare window All Errors must be fixed in the Prepare window before the

service can be published Recommended, but optional to fix Warnings and

Messages

Create a Tile Package (TPK)

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Re-Analyze Tile Package Analyze again to recheck for any additional errors,

warnings, and messages

Share Tile Package Tap on Share A Save Map Document window may appear

o If prompted, save MXD and tap Yes

Create a Tile Package (TPK)

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Packaging window Displays progress of the tile

package process Displays the number of tiles

being generated

Succeeded window Indicates tile package has

been successfully created Shows file path to tile package

Tap OK

Create a Tile Package (TPK)

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Side Loading a Tile Package (TPK) Once a TPK has been created it can be side

loaded to a mobile device

With the S1 Application TPKs can either be used as: User Reference Maps:

o Side load to Local_Ref_Maps folder Base Maps:

o Side load to Offline_Base_Maps folder

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Adding a Tile Package (TPK) to AGOL Important setting when adding a TPK to AGOL Uncheck box to Publish this file as a tile layer

o If checked, a feature service of the TPK is created rather than a stand-alone TPK

The TPK can be shared with a group or groups once added to AGOL

Link to pre-canned USFS TPKs http://fsweb-drm.r6.fs.fed.us/webmaps/tpks/

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Aaron DickMobile GIS [email protected]

Michael TrippMobile GIS [email protected]

Forrest KayeMobile GIS [email protected]

S1 Team Resources

Thank You!

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….Questions?

http://www.blm.gov/or/gis/mobile/s1mobile/To get the app….

OR/WA Service First Mobile GIS ProgramOR/WA Bureau of Land Management State Office

Region 6 US Forest Service Data Resources Management