Getting Started with Geocortex Essentials

Overview  

This two-day course provides you with the building blocks you need to configure solutions in Geocortex Essentials.


Course Outline  

The Geocortex Essentials suite

Describe the key features of the Geocortex Essentials suite by performing these tasks:

  • Describe the purpose of Geocortex Essentials Manager
  • Describe the map services supported by Geocortex Essentials
  • Describe the components of Geocortex Essentials
  • Summarize the features of Geocortex Viewer for HTML5
  • Identify the components of Geocortex Essentials’ architecture
  • Summarize the features of Geocortex Essentials’ help documentation
  • Navigate common viewer components
  • Use the Geocortex Support site

Create a site

Configure a site based on an ArcGIS Online web map by performing these tasks:

  • Describe the components of a site
  • Describe how a site is published
  • Explain how REST endpoints are used in Geocortex sites
  • Describe how to add an ArcGIS Online web map to a site
  • Describe the site configuration user interface
  • Describe the steps to publish changes to a site
  • Create a site referencing an ArcGIS Online web map
  • Describe how to add a viewer to a site
  • Add Geocortex Viewer for HTML5 to a site
  • Describe how to add basemap services to a site
  • Explain how to set the initial extent
  • Configure basemaps and set the initial extent
  • Add an ArcGIS Server map service to a site

Manage site resources

Manage site resources by performing these tasks:

  • Identify the features on the Sites Summary page
  • Explain how replacement tokens are used in site configuration
  • Describe how to use virtual directories and resource folders to store site files
  • Create a site-level virtual directory and resource folder

Layer configuration

Configure layer settings by performing these tasks:

  • Describe layer configuration
  • Explain Maps Services and Layer List interaction
  • Configure the Layer List
  • Describe how to configure layer details
  • Configure layer details
  • Describe how to configure global search
  • Configure global search for a layer
  • Describe how to add a feature hyperlink to a layer
  • Describe the benefits of layer themes
  • Create a feature hyperlink and a layer theme
  • Configure layer settings

Feature layers

Edit an ArcGIS Online-hosted feature layer in Geocortex Viewer for HTML5 by performing these tasks:

  • Describe the features of an ArcGIS Online feature layer
  • Describe how to edit a feature layer
  • Summarize the feature editing capabilities of Geocortex Viewer for HTML5
  • Describe how to use the Create New Feature tool
  • Edit an ArcGIS Online-hosted feature layer in Geocortex Viewer for HTML5

Data links

Use Open Database Connectivity (ODBC)-based data links in a site by performing these tasks:

  • Explain the role of a data link in a site
  • Describe how to create a site data connection
  • Create an ODBC database connection
  • Describe how to create a data link
  • Describe how to use data link information in feature descriptions
  • Configure a data link in a layer

Configure Geocortex Viewer for HTML5

Configure Geocortex Viewer for HTML5 by performing these tasks:

  • Explain the how to configure Geocortex Viewer for HTML5
  • Describe how to configure shells to optimize viewer usability
  • Describe how to configure viewer toolbars
  • Describe how to configure the I Want To… menu
  • Configure viewer menus and toolbars
  • Describe how to configure the banner and splash screen
  • Brand the viewer
  • Explain how to shorten the viewer URL
  • Shorten the viewer URL

Report templates

Configure Geocortex Essentials reports by performing these tasks:

  • Describe how reports are used in Geocortex Essentials
  • Describe the main components of Geocortex Essentials Report Designer’s user interface
  • Describe how to create a simple report template
  • Create a simple report template
  • Describe how to configure a feature map in a report template
  • Add a feature map to a report
  • Describe how to configure a sub-report control
  • Add a sub-report control to a report template

Print Templates

Use print templates to generate printable maps by performing these tasks:

  • Describe how to use a print template
  • Use a configured print template
  • Explain how to change an image in a configured print template
  • Explain how to use text fields in a print template
  • Configure the output format in Geocortex Essentials Manager
  • Customize a print template

Charts

Create charts in Geocortex Essentials Manager by performing these tasks:

  • Describe how to create charts
  • Describe how chart series data is configured
  • Describe how to create a single feature pie chart
  • Create a single feature pie chart
  • Describe how to create a single feature linear chart
  • Create a single feature linear chart
  • Describe how to create a multiple feature chart
  • Create multiple feature charts

Instances

Use Geocortex instances by performing these tasks:

  • Describe the benefits of a Geocortex instance
  • Describe how to create an instance
  • Describe how to provision an instance with Geocortex sites
  • Create an instance of Geocortex Essentials
Self-Directed Training  

Need to fit training into your busy schedule?

The scheduled training below offers you an online, instructor-led classroom experience, but you can also take this course when it’s more convenient for you! Self-directed course delivery includes:

  • Three (3) consecutive days’ access to a Geocortex training environment
  • All course materials
  • Access to a Geocortex instructor during office hours

All self-directed courses are offered at the same prices as their instructor-led equivalents.

Get in Touch

Scheduled Training  

Interested in Geocortex training in a European time zone?
Please contact your regional Geocortex partner to find local training options. Check out the 1Spatial (UK) Geocortex on-site training options or the SIGGIS (Belgium) Geocortex on-site training options.

    Customer Reviews  
  • "I think you guys did a great job and were very responsive and helpful with all our questions and problems."

    Karen Rogers Technical Supervisor, State of Wyoming