We are thrilled to announce that Geocortex has been officially designated by Esri as a Release Ready Specialty partner!
The Release Ready Specialty certification recognizes companies approved by Esri who are constantly keeping pace with their technology, have strong industry expertise, offer solutions, services or content based on the latest Esri software releases, and help users make smarter overall decisions using the ArcGIS® platform.
We want our customers to feel like they’ve made the most of their investment in Esri, and a major part of that is ensuring that they are always aligned and optimized with Esri’s constantly-evolving technology. By working closely with Esri, Geocortex has provided compatible software with every major and minor release of ArcGIS within 10 business days of general availability since the release of ArcGIS 9.3. Further, Geocortex ensures customers can take advantage of new patterns, APIs and platforms that evolve as part of Esri’s development of ArcGIS.
Whether you’ve been building against ArcGIS Server, or you’re just getting your feet wet with ArcGIS online, Geocortex technology is built to enable change, allowing for easy and seamless integration with the ArcGIS platform in its entirety.
In this week’s Geocortex Tech Tip, we take a closer look at the intrinsic nature of web maps, and how Geocortex Essentials can be integrated with ArcGIS online and ArcGIS Enterprise portal.
“Hi, my name’s Drew and I’m the Chief Technology Officer and in this Tech Tip we’re going to explore how Geocortex Essentials can be used alongside ArcGIS online, or your ArcGIS Enterprise portal, so let’s dive in!
So I think we’ll start with some context surrounding how to connect Geocortex Essentials to the ArcGIS platform. For many years, our customers have been able to connect Geocortex Essentials directly with ArcGIS Server. Public services can be connected to directly, or we can use token or Windows authentication to connect Geocortex Essentials sites to ArcGIS Server map services, feature services, tiled services, and other types. Applications produced by Geocortex Essentials can also connect to ArcGIS Server through that same authentication method.
ArcGIS Online, portal introduced Web Maps, and that’s really the central currency in the geoinformation model. When we used Geocortex Essentials with ArcGIS Enterprise or ArcGIS Online, web maps become an intrinsic part of this equation.
Here we can see multiple users or groups of users signing in to a portal. This can be ArcGIS online or an ArcGIS Enterprise portal, and they’re using their ArcGIS identity to do so, and then they can create web maps inside of this organization. Those web maps can be shared and used within apps like Operations Dashboard, Collector, or Web AppBuilder-based applications so that other users can use those apps that consume the web maps.
If we add Geocortex Essentials to this picture, users can sign in with the exact same ArcGIS identity that belongs to their portal (or ArcGIS Online org). Then, when we author a site, the identity’s credentials are used to fetch content, like the web map. So the very same web maps can be referenced inside of a Geocortex Essentials site. Then apps created out of Geocortex Essentials can be shared back in that portal, increasing the use of GIS throughout the organization.
Let’s have a look at this pattern in practice.
Here’s a web map that I want to use in a Geocortex Essentials application. It contains store locations and it’s stored inside of my ArcGIS online organization.
I’m going to sign into Geocortex Essentials using my ArcGIS online account. Once I’ve signed in, I’m brought to a list of sites that I’m able to manage. This time, I want to add a new site, give it the display name “Stores”, and I’m going to reference a web map from ArcGIS Online to create my application.
Now, I can search the public database for content, or I can hit this checkbox and refine the search results to only the web maps that are inside my organization.
Notice the lock icon indicates that this web map isn’t shared with everyone. That means end users of my application are going to have to sign in with their ArcGIS identity to access this app.
Geocortex Essentials makes a reference to the web map and understands all of the content within it. So it has an understanding of all of the map services and layers that are used within this web map, and now I can start to author my application within Geocortex Essentials Manager.
Let’s add a viewer to this application using our HTML5 viewer template. Without making any configuration changes, lets launch this in a new browser window.
Now, transparently and behind the scenes, I was signed in to this application. In the top right corner you can see that I can sign out and that I’m currently signed in using my ArcGIS Online account. The reason I was signed in is because the web map inside this application is protected. If I sign out, I’m prompted to sign in using my ArcGIS identity. If that web map is shared and made available to everyone, the end user is not required to sign in using an ArcGIS identity or otherwise.
Now that I’ve built an application, I can publish this back in to my ArcGIS Online organization and share it with other users or make it one of my favorites. Notice that this have been given an item ID, and if I click on this link, I’m brought to my ArcGIS Online org, where I’ve got my Stores application. Clicking on this will simply launch my application.
For now, I’ll simply add it to my favorites. If I go into My Content, and then click on Favorites, there’s the Stores application that I just published from Geocortex Essentials.
You can see this pattern in action using Geocortex Essentials to build applications, share them back inside of your ArcGIS Online organization, or inside of your portal so that they can be used by more users.
Geocortex Essentials 5-Series applications also integrate with ArcGIS Enterprise and ArcGIS Online. Here we can see three example applications – Printing, Workflow, and Reporting. An ArcGIS identity is used to sign in to the design experience of these apps.
Once we’ve signed in, we can create content in the form of items. With Geocortex Workflow for example, the item type is a workflow, and with Geocortex Reporting 5, the item type is a report template.
These items are stored inside of the ArcGIS Online organization or within the ArcGIS Enterprise portal alongside apps and web maps and other types of content.
Those items can be used by Geocortex apps or within Web AppBuilder for ArcGIS apps so that more Geocortex content can be shared with other users within the organization.
Now, lets explore this pattern. I’m going to sign in to Geocortex Workflow. I’m using my ArcGIS identity to sign in so that I can restore a workflow that I created earlier. In the File menu, I can browse all of my workflows that I’ve authored, workflows that have been shared with me, or - if I have the URL to a workflow the item ID, and the URL to my ArcGIS Online organization - I can open it that way.
The workflow I’m looking for is one that I worked on recently. This workflow is called “StoreFinder” and it does just that; it allows the user to search for stores inside of the map. I’ve got a search form prompting the user to select from a list of store types, and once they select a store type, if they click search, we’re going to query the stores layer based on the center type that the user selected. Then we’re going to get the extent of the results, set the map to that extent, and then simply display the results in a list. It’s a pretty simple workflow.
If I go to the Info tab, you can see that this workflow is stored inside of my ArcGIS Online organization, and it has an item ID. I’ve named my workflow “StoreFinder” and it’s got a unique URL used to discover it.
Now, if I sign into Web AppBuilder using that same ArcGIS identity, I can access that workflow.
Let’s go to the widget tab in the authoring tool, and add a new widget to my application. I’ll use the workflow widget (which I’ve installed earlier), and I’m allowed to browse for any workflow in my organization. I can look for my content, my organization, groups, and even public workflows.
Using the keyword search “StoreFinder”, I was able to discover the workflow I authored earlier.
Now I’m just running through the workflow inside of my Web AppBuilder designer experience. Let’s look for all strip malls on this map.
You can see that the results are highlighted and then the workflow displays an item picker, allowing me to hover on each result and show the corresponding record on the map.
That’s an example of how Geocortex Workflow 5 was used to integrate with an ArcGIS Online organization by storing an item and consuming it inside of a Web AppBuilder for ArcGIS app.
The idea here is that you can deploy Geocortex alongside other ArcGIS applications that you have that are also consuming web maps. Collector, Operations Dashboard and Web AppBuilder can all be used alongside Geocortex Essentials.
We’ve built Geocortex Essentials to allow our customers to enable technology change. Whether you’ve been building directly against ArcGIS Server, or you’ve started to work with ArcGIS Online, or ArcGIS Enterprise, Geocortex Essentials has technology for you to integrate with the entire ArcGIS platform.
Thanks for watching this short Tech Tip. I hope you learned something today.
Bye for now!”
Want to learn more about how Geocortex Essentials can help organizations of any size or industry address business challenges? Check out the Discovery Center to get a feel for the product.
Accessibility has become a top-of-mind topic for businesses, government agencies, and developers of technology in recent years; U.S. legislation like Section 508, which requires inclusivity for end-users of all abilities, has emerged in recent years and historic exemptions for web mapping have been eliminated.
Since 2015, Geocortex Viewer for HTML5 has been accessible out-of-the-box and meets the criteria to be Web Content Accessibility Guideline (WCAG) AA compliant, without requiring administrators to undertake complicated and onerous configuration or development. In this week’s Tech Tip, Garrett takes a closer look at screen reader support, keyboard navigation, and other accessibility features that ship with Geocortex Viewer for HTML5.
“Hi my name is Garrett, I work on the Product Experience Design team here at Geocortex. Today we’re going to take a look at some of the accessibility features included in our viewers. You don’t need to do anything to configure these – they’re all included out-of-the-box with every viewer implementation.
Geocortex Viewer for HTML5 is accessible and meets WCAG AA standards. This has taken a lot of work on our part to look at many different things, from color contrast to screen reader support to keyboard navigation.
Let me show you how keyboard navigation works in [Geocortex Viewer for HTML5]. First, we have skip links. When you first come to our viewer and use the tab key to navigate throughout the application, the first time you hit “tab” you’ll be presented with what we call skip links. This gives you quick shortcuts to jump to popular portions of our viewer.
The skip links allow you to jump to other regions in our application without having to tab through each individual, clickable item. If we wanted to jump straight to the tool bar, we just tab over and hit enter. Now once the toolbar is open, we can navigate through the different tabs on the toolbar to find an individual tool that we want to use.
Let’s try drawing a polygon on the map. When we activate the drawing tools with keyboards, we have activated “accessibility drawing mode”. Once we’ve activated the polygon drawing tool, our focus is now on the map, as indicated by the purple line around the map. We can now draw on the map using the keyboard.
Hitting Enter will drop a marker in the center of the map extent, and we can control the position using the arrow keys on the keyboard. Hitting Enter will drop a vertex on the map, from which now we can move our cursor around with the keyboard. Hitting Enter again will drop another vertex. If you find that the increments with which the keyboard moves around is too large, you can hold the Alt key and you get a more fine-grained control over where you want to drop the vertex.
Hitting Enter again will complete the shape, and now we can edit this shape using the keyboard shortcut “V”: we can cycle through all the vertices, which we can move. Holding Shift+V will cycle the vertices in reverse order. Between each vertex, another handle will get added that we can then drag out to edit the shape, which will add more handles that we can edit. When we’re done drawing the shape, hit Enter again to complete the shape. And now your shape is drawn on the map. If you hit Enter again, you can draw a second shape. And that’s how you draw on the map with the keyboard.
Another great accessibility feature in our viewers is screen reader support. Geocortex Viewer for HTML5 supports the combination of Firefox with the NVDA screen reader. The screen reader will read aloud changes in the application, links, text, map location, those sorts of things.
In combination with some of the keyboard support, we can navigate through the viewer and the visually impaired will have the benefit of a screen reader reading out the context and instructions to them. Let’s try a couple examples here.
[Screen reader reading results]
Now know that we can perform a search because the screen reader has read out those instructions for us. So, let’s perform a simple search.
[Screen reader reading results]
After we perform the search, the screen reader read out that we’ve closed the home panel and opened the search results panel. We can tab through here to hear other instructions.
[Screen reader reading results]
As you could hear, as we zoom to all the features in the feature collection, the screen reader read out the coordinates and extent change on the map to keep users centered with where the map is now located.
To learn more about accessibility with our viewers, you can visit our Documentation Center at docs.geocortex.com. Just search for “accessibility” and you can read all about accessibility in our viewers, including a detailed list of all the keyboard shortcuts to help you navigate through applications with just the keyboard.”
You can learn more about Geocortex Essentials accessibility features in our 2017 webinar, which is available on YouTube here.
Maps allow you to visualize data in meaningful ways and expose patterns that can’t be seen anywhere else. One of the challenges, though, is that your most important business data typically lives in another system or database. This can become even more challenging when it’s data stored outside your geodatabase.
In this Geocortex Tech Tip, Drew Millen shows you how to search for data in a non-spatial database (such as Oracle or SQL), find the spatial relationship, and display it on a map.
“Hi everybody, I’m Drew with Latitude and in this Tech Tip we’re going to look at searching for non-spatial data. That’s data stored in Oracle or SQL Server… somewhere that’s not in your geodatabase. We’re going to look for that, find the spatial relationship, and display it on a map, so let’s see how we do that with Geocortex.
What we’re looking at here is a very basic Geocortex viewer application that’s been configured with a single layer called “Land Use”. This contains polygons of different types of land uses and what I’m interested in is this “Arts and Recreation” land use polygon, which contains park information for Los Angeles County. I also have a database table - in this case, an Excel spreadsheet of trees. Now notice that I‘ve got records of all the different types of trees that exist, but I don’t have location information for these. In other words, this is a non-spatial database table. This could live in Oracle or SQL Server, but for the sake of this demonstration it’s just an Excel table.
We’ve got a facility that tells us which park this tree belongs to, but we still don’t have its “XY” location on the map. What I want to find out is where I can find certain trees in my county, so, what parks do I have to visit to discover certain types of trees.
Now in this application, I’ve got a data link between my parks layer, or my land use layer, and the tree database. So, if I have a park selected, and I view the additional details for [the park]; I can see the spatial details associated with that park and I can also see the trees that are within that park, but I’m not quite there. What I want to find out is which parks contain which trees... and remember, my trees don’t have “XY” locations.
How do I solve this? Well, I’ve already set it up so that we can do a search against this Excel table. So, if I do a search for the word “macadamia”, for example, I will find search results from that Excel table, but I still don’t have the location on the map where these macadamia nut trees exist. I need to create a “join” between these search results and a spatial layer on the map to find the underlying spatial feature. In other words, the park that the trees live within.
What I can do is come back to Geocortex Essentials Manager where I’ve configured this application. And to connect to this Excel spreadsheet, I’ve established a data connection. You can see the connection string that we’ve used here simply points to the spreadsheet. If you’re connecting to Oracle or SQL Server, there’s different syntax that you would use for your connection string, but the same idea exists.
Now that we have that data connection, we can set up what we call a “Search Table.” And a search table gives us a select clause: in other words, which fields are we interested in returning from that table when the user issues a search. In this case, we want the user to be able to search on the common name of the tree (like my example when I typed in the keyword “macadamia”) and find all the attributes from the LA Parks trees in this database. So that search is set up.
I’ve also got the land-use layer in my site configured with a datalink. This datalink means that the layer is joined to this data connection, so that every time I click on a park on the map, I see the associated records from my Excel spreadsheet. Recall, however, that I want to do the reverse. So, our current datalink makes sure that every time I select a park on the map I’m grabbing the trees and joining it on the facility column. Notice that facility column is the name of the column that we're using in the spreadsheet to represent the park that the tree exists within.
There’s this section down at the bottom, here, that allows me to add a search, so that’s the reverse of what we’re currently doing, and it allows me to use one of the searches that I’ve configured to find these features from the land use layer that match my search criteria from my datalink.
I’m going to give this a display name. We’ll just use “Park Trees Search,” and the search table that I’m searching on is the only one that we’ve configured in our site earlier, so it’s this Park Trees Search table. And then the field that we want to join is called “Facility,” and that maps to the name of the land use polygon. So that’s where we get our many-to-one relationship from. I’ll go ahead and save the site with those configuration changes and then refresh our viewer.
Now I’m going to issue a search for the word “macadamia” like I did before, and I’ll find the same four results from my Excel spreadsheet. But now when I drill into a result, we can see the facility that it belongs to. It exists in two different parks: there’s “Runyon Canyon Park” and “Runyon Canyon Park – MRCA”. If I click on one of those it’s going to take me to the park where I can discover these macadamia trees.
Hopefully this quick Tech Tip has shown you how you can configure a non-spatial data source to be searchable inside your viewer and still return spatial results. Thanks for watching!”
Explore more Geocortex Essentials functionality in the Discovery Center.
Geocortex Analytics helps you get a complete picture of your GIS infrastructure; you can ensure peak performance, keep your users happy, and avoid interruptions. For many of us, Portal for ArcGIS is a critical piece of the GIS environment, and one that we want to monitor.
In this Geocortex Tech Tip, Aaron Oxley shows you how to configure Geocortex Analytics to monitor a new Portal for ArcGIS instance.
“Hi, my name is Aaron Oxley. I’m a Product Support Analyst at Latitude Geographics and in this video I’ll be explaining how to configure Geocortex Analytics to monitor your Portal for ArcGIS.
Once you're logged in and looking at the summary page in your Geocortex Analytics reports, click the “configuration” link in the top right corner. And that will take us to the configuration overview page, and we can see to add a new resource, we need to click “add resource” in the bottom of the resource list. Let’s go there.
Portal for ArcGIS is what we’re after. As you can see, there’s not a lot of configuration required. The first thing that we need is a name. This is what’s going to show up in reports, alarm emails, and texts. I like to use the name of the server where the portal is hosted, even if you only have one portal, it’s a good naming convention in case your environment grows in the future.
In the next field, you’ll need the URL to your Portal for ArcGIS. You can see there’s an example here; the default URL is “servername/arcgis”, but if you aren’t sure about what to put here you can confirm the correct URL by testing in a browser.
I’d like to do that, so let’s open a new tab and load up our portal. We can see this is our portal, so we know the URL is correct. Let’s copy it and take note of the protocol. We can see here that it is HTTPS. We’ll paste the URL and toggle the protocol field to HTTPs.
Now lastly, because your Portal for ArcGIS is secured, you need to enter credentials, and they need to be from an administrator account. There’s five options here. First one is token, and if your portal uses token authentication it’s very straightforward: just enter a username and password for an administrator and click save.
The next option -- OAUTH2 -- is certainly the most common, and it’s also Esri’s recommended methodology for user sign in. We see a message here that we’re going to need an app that has this redirect URI. We’re also going to need an app ID, an app secret, and lastly, we see a message letting us know that we are still going to need to provide administrative credentials.
So, let’s go and get this app created: come over to your portal and click “content” in the top. Under my content, click on “add item” and select an application. In here, we’ll select an application again and enter a title, and some tags. If we click “add item” that will create our application, and we can see it there.
Under the “settings” tab, near the bottom, there’s a registered info button. If we click that button, and then click the update” button, we can enter a redirect URI. If you remember from the configuration page here, we have the redirect URI specified. We can copy that and paste into here. Click the “add” button and it shows up in the list below, click the “update” button and it’s all set.
Now lastly, before we go back to the configuration in Geocortex Analytics, we need the app ID and app secret. Go ahead and copy the app ID, paste into the corresponding field in Geocortex Analytics. Same thing with the app secret. That’s all there is to it. We can now click “save” and we should be prompted to sign into ArcGIS Enterprise.
So, this has now taken us to Portal for ArcGIS. These are administrative credentials for portal, so this is an account that has administrator access. “Sign in” brings us up to “Save Successful” and we can see that it was saved successfully.
The third option for authentication types is good old Windows authentication, and it really is as simple as entering username, password, domain, and clicking save. As with the other types, this does need to have full administrative access.
And the last two options are just combinations of the previous three in case your portal is configured with two layers of security. But the procedure is the same. Just follow the exact same steps as for these ones above. And that’s all there is to it.
Once again, my name is Aaron Oxley, I hope this video was helpful. Thanks for watching!”
To learn more about how Geocortex Analytics can help you get a better understanding of the performance of your GIS, please get in touch and we'd be happy to take you on a tour of the product.
The Geocortex Essentials identify operation allows you to draw a geometry on the map, and have the application return a collection of features that intersect that geometry. But the identify operation will only return results from your GIS layers, and many (likely most) of us integrate our GIS with various 3rd party business systems, such as asset management, document management, ERP, and business intelligence.
In this week’s Tech Tip, Drew Millen will show you how to invoke a Geocortex Essentials workflow from an identify operation to return non-GIS results. Perhaps you want to see documents in your document management system displayed on the map, or geo-located tweets for a specific area. Kicking off a workflow from the identify operation will allow you to display these types of results and will help you avoid writing a ton of custom code to do so.
“Hi, I’m Drew Millen, Director of Products at Latitude. In this short Tech Tip video, we’re going to talk about workflows; specifically how you can make Geocortex Essentials workflows run in Geocortex Viewer for HTML5 when you perform an identify operation. Let’s dive in.
I’m going to show you how to use identify workflows, which are Geocortex Essentials workflows that piggyback on top of the identify functionality. In this site, I’ve got the default identify behavior working, so when I perform an identify [operation], I’m going to find cities on top of this map, and I want to run a workflow every time I perform an identify as well.
Let’s look at the configuration file that supplies the configurations for this viewer. There’s a module in here called “identify”, and we want to configure the identify behavior. This [view you’re seeing] is the desktop.json.js file that configures the viewer we were just looking at. Notice that the identify module has a section called “identify providers”. It’s here that we specify which logic will run when an identify is performed by a user: for example, querying a graphics layer, or querying the map itself. And down here, I’ve added a workflow identify provider. I’ve also supplied some configuration to this identify provider, so it’s looking for workflows in my site with the suffix “_identify”. Any workflow I’ve added with this suffix will be run by this workflow identify provider.
With that in place, let’s author our workflow. I’m going to open the Geocortex Essentials Workflow Designer. If you go into the “file” menu and click on “new”, you’ll see that we’ve provided a template for creating identify workflows. This template supplies a basic example to help you get started. If you look at the arguments, an identify workflow is expecting a geometry as an input argument. That geometry comes from the identify the user performs. It’s also expecting a unique identifier just for some bookkeeping. We can just ignore that property.
The other properties are output arguments - things that your workflow must supply. For example, the feature set that’s returned from your query, the display name for that collection of features, and any aliases and formats that you want to use for the features that come back. In this example, we simply query a sample layer from ArcGIS Online that looks at [US] states. The geometry from the identify operation is passed in as a parameter to perform that identify. We set the display name to be "states” and we supply some aliases for the fields that are going to come back, making it readable for the user. And we supply some format strings for features that are going to be displayed in the map tips and results list.
With this workflow developed, we [now need to] attach it to our site so that it can be run every time we perform an identify operation. Let’s look at this app in Geocortex Essentials Manager, and I’ll navigate down to the workflows tab where I want to attach this workflow that we were just looking at. Recall that it must have an “_identify” suffix to be picked up by my workflow identify provider. I’ll give it the name “helloworld_identfiy”. Now it’s looking for the URL or URI of the workflow I just authored. So, I’m going to browse for that, and I’m going to go into the directory that we have for this site. I’ll upload it into a folder I created called “resources”. It’s now stored on my workstation as “helloworld_identfy.xaml”. I’m going to go ahead and upload it to that directory and select it.
Now Geocortex Essentials Manager is smart enough to know that this workflow has parameters, so I’m being prompted to supply them here. Because the geometry and unique identifier are going to be supplied by the identify operation, we don’t need to supply them here.
The workflow is now attached to my site, so I’ll go ahead and save it. Let’s refresh the viewer and see the resulting behavior. I’m going to run an identify again, which will identify the cities, but it should also run my workflow and grab the states. Here we can see the result of my states workflow populating the list of results that I expected.
To view a more sophisticated example, we’ve also done the same thing by integrating a workflow that uses the Twitter API to find tweets within a geographic area. In this case, I’m going to perform an identify at the San Francisco airport and discover all the tweets that have been added in this area in the last hour. This is a more sophisticated example of using an identify workflow in a Geocortex Viewer for HTML5 application. To learn more, please get in touch. Thanks for watching!”
Want to learn more about Geocortex Essentials? Visit our Discovery Center to take it for a spin and explore real-world examples of how Geocortex Essentials helps organizations address common (and not-so-common) business challenges.
When we think about the health of our GIS, many of us are used to beginning with the infrastructure. After all, it is what drives the technical performance of your system. The problem with starting at the infrastructure level, though, is that it’s difficult to get a complete picture of which aspects of the GIS are most important to your users.
While the GIS infrastructure is extremely important, not all the resources in your environment are created equal. You might have some layers or services that are used 3-4 times a week, and others that are accessed thousands of times each week. While you want to do all you can to ensure the entire system is performing as it should, there are only so many hours in a day. With an infrastructure-first approach, you’re often unable to hone in on what the most important apps, layers, services, servers, and ArcGIS instances are.
A new way to think about GIS health
It’s time we flip the traditional infrastructure-first approach and begin thinking about GIS health through the lens of end-user productivity. Your GIS is there to help your users do their jobs, so that’s where your analysis should start.
Whether it’s explicitly or implicitly, you’re going to be measured on the productivity of the users you build apps for, not the response time of a specific server. Without the users, there is no need for the GIS infrastructure.
By starting with what your users are trying to accomplish, you’ll be able to map your key business processes and user flows to the GIS infrastructure and resources that are most important to supporting them. Looking at your GIS from users’ perspectives allows you to better understand how it is being used day-to-day and identify the critical resources needed to support your monitoring and optimization efforts.
With so many moving pieces in your GIS, you don’t have time to treat everything equally. Focusing your efforts will let you be much more productive and spend more time working on high-value activities.
When we talk about a user-first approach to GIS health, there are two major areas that you need to be considering:
Performance: While closely tied to infrastructure performance, what we mean here is the performance of your end-users. Are they able to do their jobs effectively with the tools and applications you’re building? Are your users taking longer than expected to complete certain tasks?
When these things crop up, a user-first approach will help you target your efforts and fix issues quicker. A good example would be if an application had a poorly performing layer. This would be an infrastructure performance issue, but if you understand what specific layers and services are used in that application, you will know where to look to address the issue.
Usability: If your GIS infrastructure is performing as expected, the next area to examine is usability. Usability is all about whether your applications are configured and designed in a way that makes sense for what your users need to do. Strong infrastructure performance combined with poor usability is still poor performance (remember, performance is about end-user performance, not infrastructure).
An example of how usability can affect performance is when a common tool is not in a prominent location in your app. If it’s difficult to find, users will waste time looking for it, take longer to complete a task by using a different method, or abandon it entirely. This is also true when incorrect layers are loaded by default – users end up wasting time searching for the layers they need.
Completing a user-first health assessment
Once you’ve adopted a user-first approach to GIS health, you’re ready to perform a user-first health assessment. What you’re trying to accomplish is mapping out the business processes and use cases that you manage with your GIS to the specific GIS resources that support them.
First, you’ll want to identify the different user groups that leverage your GIS. By user group, we mean a group of users that have common work patterns and engagement with your applications. This could be a group of people (or one person) with the same task in your head office, or it could be a specific field crew that uses an app on a tablet. The key here is to identify people who use the GIS in similar ways.
We’ve created a checklist to help you perform a health assessment; it’ll help you map what your different user groups need to accomplish to the GIS resources and infrastructure required to support their work.
The checklist contains areas to detail the users and what they need to do, the app(s) they use, the most-used layers, the services the app(s) consume, which ArcGIS products are used and how they’re configured, and the server(s) that support it.
Once you’ve completed your GIS health assessment, you can use the information you’ve gathered to proactively monitor the GIS resources that are the most important. Tools like Geocortex Analytics allow you to configure personalized dashboards that provide a snapshot of the resources you want to monitor.
You can also configure alarms and notifications in some systems monitoring tools. Because you know what you need to monitor, you can set thresholds for warning signs of potential issues and have notifications sent to your email.
Next, identify anomalies among your use patterns. If certain users are performing notably better or worse than the average, you can dive into the specifics of how those individuals are using the applications you’ve built. Replicate the superior use patterns and examine the weaker patterns to gauge if there is a potential gap in training or understanding of certain functions.
If you want to learn how all of this is possible with Geocortex Analytics, we’d like the chance to show you! We’ve recently added great new features (including individual user reporting) and made significant improvements to performance and reliability. Get in touch with us using the button below.
One thing that we’ve been hearing, though, is that developers want the ability to apply their own code in the workflows they’re building.
So, what are “activities”? In the simplest terms, they’re the building blocks of a workflow - each activity represents a unit of work. Geocortex Workflow 5 offers more than 150 pre-built activities that chain together to automate almost any task. Activities such asgeocode, query layer, set the map extent, get user info, calculate distance, buffer geometry, run geoprocessing,and so many more allow you to streamline even the most complex GIS and business tasks.
Flex your development chops and write activities to perform tasks that weren’t previously possible – or were extremely complex to assemble with pre-built activities. You can combine your programming skills with Geocortex Workflow’s intuitive, activity-based design to build powerful applications.
Custom activities can be built for yourself, or for others in your organization; even non-developers can work with activities as they would any others in Geocortex Workflow Designer. And granted that your technology of choice supports the functionality you’re building, custom activities can be consumed in Geocortex and/or Web AppBuilder for ArcGIS applications.
Take Geocortex Workflow 5 even further
While most tasks can be automated with the pre-built, out-of-the-box (OOTB) activities offered with Geocortex Workflow 5, you can now build anything you want with the SDK. Custom integrations, talking to custom web services, connecting with 3rdparty APIs, and interfacing with custom code in your existing apps are now all possible.
Here are a few examples of what you can do with custom activities:
Perhaps you want to integrate with a 3rdparty system like SAP®. While this is possible with pre-built activities, you’ll be manually assembling workflow logic to make the web requests, parse the responses, and execute your business logic. With the latest updates, you can achieve a result that’s more clean, efficient, and consumable by wrapping the logic in a few simple custom activities.
Many common tasks are time-consuming to build – maybe you find yourself using the same pattern over and over in one workflow. Instead of following this repetitive pattern, you can bundle all the logic within a single custom activity. An example might be sorting map features by multiple columns. Pre-built activities are available that will sort data by one column, but it’s more efficient to write a custom activity to sort by multiple columns than it is to link activity after activity – especially if you need to perform these tasks across multiple applications and workflows.
Set a standard
Unless your organization follows strict guidelines for building custom apps and widgets, there is always the risk that developers will use different patterns and approaches to develop custom code. This makes it difficult for others to maintain or update the code; it can be a bit like the wild west.
This can be mitigated with Geocortex Workflow 5’s custom activities. All activities have the same, simple signature of inputs, outputs, and an execute method. Following the activity-based pattern ensures you have a standard practice for building custom logic.
With activities, you are implementing a unit of work rather than a large, rigid solution. This promotes reusability and your code will be easier to write, interpret, test, and maintain. Any developer will be able to pick up your custom activities and understand how to work with them.
You can also control how custom activities are presented to other users in the browser-based Geocortex Workflow Designer. They can be configured to look like the existing OOTB activities, helping ensure a consistent pattern across your apps.
Custom activities in Web AppBuilder for ArcGIS®
At Latitude Geographics, we’ve always built complementary technology to help our customers accomplish even more with Esri’s ArcGIS platform. With Geocortex Workflow 5, we’ve taken this to a new level by allowing you to build workflows that runinsideWeb AppBuilder for ArcGIS.
If you’re using Web AppBuilder for ArcGIS, creating custom activities with Geocortex Workflow 5 is still the preferred alternative to writing a bunch of custom widgets. Initial deployment will require a similar amount of effort, but ongoing maintenance and modifications of custom activities require significantly less time (and pain!).
If you write a custom widget for Web AppBuilder for ArcGIS and want to deploy it to multiple apps, you need to edit the source code inallthe applications using that widget each time a modification is required. With Geocortex Workflow 5, the custom code is packaged in an activity, and you only need to modify the source activity for changes to be applied across all your applications.
You can access the SDK inour Documentation Center. Just look for the .zip file that contains all the necessary instructions you need to get started.
Let us know how it goes
As you get going with the new SDK, we want to hear your feedback. If you have questions, comments, or concerns, pleaseget in touch with usto let us know.
We’d also love it if you share what you’re building with us and other users in theGeocortex Workflow Community. This is a great place to connect with other users - everyone benefits from sharing tips, tricks, and sample workflows.
Over the past few weeks, I’ve shared foundational knowledge about how data is stored and managed in the pipeline industry.My first postintroducedArcGIS Pipeline Referencing (APR)and explained some options operators have in adopting it.My second postworked to demystify the confusing world of pipeline data models (there’s a lot to consider).
In this post, I will outline important information you need to consider when choosing a data model for your organization, including:
Limitations of current data models;
How APR is addressing these limitations; and
Questions you should ask yourself to help assess the best data model for your organization (should you choose to move to APR).
Limitations of Existing Models
A data model is defined as: “An abstract model that organizes elements of data, and standardizes how they relate to one another and to properties of real world entities.”
In the pipeline space, real world entities include not only the pipe and valves that make up the pipeline system, but all of the things that happen to and around the pipe. Things such as repairs & replacements, surveys & patrols, one-call, cathodic protection, ILI & CIS assessments, HCA & class location, land ownership & right-of-ways, and crossing information all have components that, in one form or another, need to be captured in your GIS.
The differing needs of these complex data representations expose limitations in legacy systems. And in a world where critical business decisions must be made from this data, identifying limitations and addressing them is an important step as we move to next-generation solutions.
Limitation #1: Data volume
As the years have progressed, the operational and regulatory needs surrounding pipelines have increased. These needs are driving new levels of inspections and analyses on pipeline systems - resulting in more data, both in terms of volume and complexity. The legacy systems were simply not designed to handle the volume of data current programs produce.
An example is the case ofInline Inspection(ILI) andClose Interval Survey(CIS) data. A single ILI or CIS inspection results in hundreds of thousands of records. With assessment intervals recurring every 1-7 years -- and operators performing dozens of inspections each year -- the resulting records from these inspections alone add millions of records to the database. This doesn’t include follow-up inspections, digs, andrun comparisonactivities.
When you couple the sheer volume of records with complexities surrounding data management and the need to provide a high-performance environment, limitations in the system are quickly exposed. These limitations force operators to make difficult data storage decisions, often choosing to remove subsets of data from the system of record. This is sub-optimal to say the least; it significantly impacts your ability to view and analyze important trends in the data.
Limitation #2: Engineering Stationing
Engineering stationingis important, complex, and rooted in pipeline data management. Before modern GIS, operators kept track of the location of pipelines and associated appurtenances using engineering stationing on paper or mylar sheets. With a vast majority of pipelines that are in use being constructed before the existence of modern GIS technology, large volumes of data were referenced with this approach.
Engineering stationing doesn’t benefit all operators; however, companies that manage gathering and distribution assets find this method burdensome … and dare I say unnecessary?
When traditional data models were developed, the need to adhere to legacy engineering stationing outweighed the need to redesign the entire system to favor a spatial-first approach. But as technology has improved, and more users have embraced spatial data, new methods to blend modern (spatial-first) and legacy (stationing-first) models have emerged. Operators need this flexibility when managing their assets.
Limitation #3: Native support for the Esri Platform
The emergence of thePipeline Open Data Standard (PODS)represents the last major shift in data storage solutions for pipelines, and it happened nearly 20 years ago. At that time, the GIS landscape was both immature and fragmented. As a by-product, PODS was designed specifically to be GIS-agnostic. In the nearly two decades since, Esri has emerged as the predominant provider of spatial data management, and they have developed a suite of solutions that enable stronger collection, management, and analysis of data.
Chances are your organization embraces Esri for spatial data management and content dissemination, which begs the question: “If your organization has standardized on Esri technology, does it make sense to employ a data structure that does not natively support the environment?” (Hint: probably not.)
Addressing and Improving Limitations
The core of APR has been engineered to address important limitations currently felt due to the existing designs of PODS and APDM. APR directly addresses the three limitations described above.
Improvement #1: Data volume
Understanding the need to support large datasets, time-aware data, and the ability to offload the storage of data to other systems, APR has been engineered to handle the high volume of data more efficiently, with a focus on scalability. To achieve this, available rules can be configured to allow a more fine-grained approach to managing data during routine line maintenance. No longer are implementations limited to keeping the data referenced to the LRS or detaching it.
Changes like these allow operators to keep more data in the system, providing a baseline for more powerful analysis and decision making.
Improvement #2: Engineering Stationing
As explained above, engineering stationing is firmly rooted in pipeline data management, but it’s not required for all operators. New construction, gathering systems, and vertically-integrated distribution companies are finding the rigorous application of stationing to be unnecessary overhead. If your current database repository requires it, and your organization doesn’t rely on it, you are taking on unnecessary data management cycles - costing valuable time and money.
APR not only provides the ability to manage data in stationed and non-stationed methods: its flexibility allows for both stationed and non-stationed lines to exist in the same model. Let that sink in for a bit: Operators that have deployed two separate data management systems can now consolidate the management of these assets! This functionality benefits a majority of the clients I’ve worked with over the years.
Improvement #3: Native support for the Esri Platform
As I stated in myprevious post, APR is (possibly most importantly) integrated with the ArcGIS platform. You can perform complexlong transactionson your data, analyze it in ways that have not been possible before, keep track of product flow using theFacility Network, and get the data in the hands of your organization with methods that are integrated, fluid, and connected.
Considerations for Implementation
If you’re considering implementing ArcGIS Pipeline Referencing (APR), knowing why, and which data model to use with it is has more to do with your business than with IT -- success can be achieved with either model.
But how do you decide which one is best for your organization? Here are some questions to consider as you’re laying the foundation for your next-generation GIS implementation.
1) Business focus: What segment of the vertical are you in?
If you are a distribution company with transmission assets, the decision is pretty clear: you should chooseUtility and Pipeline Data Model (UPDM). It’s designed as a distribution-first model, allowing you to integrate the management of distribution and transmission assets in a single model.
If your company is ‘upstream’of distribution, the answer gets a bit trickier. Both models are adequate, but my vote tends to lean towards PODS for a few reasons:
Out-of-the-box PODS supports APR slightly more natively for operators without distribution assets than UPDM.
Are you a liquids operator? As UPDM is focused on gas utility and transmission, the PODS model will provide a better solution for those moving liquid products.
As an organization delivering a comprehensive model to the industry, PODS is a thriving community of operators and vendors working together to design a comprehensive model for the industry. This collection of subject matter expertise is invaluable to operators – and provides an opportunity to share your experience with like-minded individuals.
2) Existing model: What are you using now?
As you consider moving to APR, understand that it’s going to require a data migration. The existing system will need to be mapped and loaded into the new solution. If you are currently using PODS and are a gathering, midstream, or transmission company, APR with PODS is probably the best solution to implement. It’s likely that your existing data will migrate more seamlessly, and the model will make more sense to those that manage and interact with the data.
If your organization is primarily gas distribution, and you’ve implemented a PODS model for a small subset of high-pressure assets in the system you manage, consider UPDM. You can take advantage of the intended benefits and consolidate those assets into a common platform.
3) Other programs: ILI, CIS, other survey, Cathodic Protection
If your company has a strong investment in recurring inspections, PODS again rises as the preferred model, especially considering the efforts of the PODSNext Generationinitiative around how to efficiently store and process this data moving forward.
With the growing importance of importing and exporting data (due to acquisitions, divestitures, etc.), analysis, and reporting, a system that promotes standard mechanisms to exchange data becomes increasingly more important. With the work the PODS organization is putting into a data interchange standard, it again rises as the preferred model.
There isn’t just one approach, but there is abestapproach for your organization
While this change is beneficial for operators, many things need to be considered before you commit to an approach. I hope my series of posts provides some clarity for you. To stay up-to-date on the data model landscape and the tools surrounding it, I encourage you to followthe PODS associationandEsri. The work of these two organizations in the pipeline space is a great thing for our industry.
If you’d like to discuss any of these concepts further, or would like to have a conversation about which model is best for your implementation,please get in touch with me here. I, and the rest of the Energy team at Latitude, are eager to offer our years of expertise to help you.