Course overview

Of particular interest to those who are new to Geocortex Essentials, this two day, web-based, instructor-led training course provides you with the building blocks you need to configure solutions in Geocortex Essentials.

Course outline

The Geocortex Product Suite

Describe the key features of the Geocortex Essentials product suite by performing the following steps:

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

Create a site

Create a site with a viewer and reference to a web map by performing the following steps:

  • 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 AGOL-based site to Essentials Manager
  • Identify the main components of a page in Essentials Manager
  • Describe the steps to publish changes to a site
  • Create a site referencing an AGOL web map
  • Describe how to add a viewer to a site
  • Add the Geocortex Viewer for HTML5 to a site
  • Describe how to add base map services to a site
  • Explain how to set the initial extent
  • Configure base maps and initial extent
  • Explain how replacement tokens are used in site configuration
  • Describe how to use virtual directories to store site files
  • Create a site level virtual directory
  • Identify the features on the Sites page
  • Add an ArcGIS Server map service to a site

Layer Configuration

Configure a layer to meet or exceed a specification by performing the following steps:

  • Identify the components of a 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
  • Create a feature hyperlink
  • Describe the benefits of layer themes
  • Create a layer theme
  • Configure a layer

Feature Layers

Configure a layer to meet or exceed a specification by performing the following steps:

  • Identify the components of a 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
  • Create a feature hyperlink
  • Describe the benefits of layer themes
  • Create a layer theme
  • Configure a layer

Data Links

Use ODBC-based data links in a site by performing the following steps:

  • 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 the Viewer for HTML5

Given a specification, configure the Viewer for HTML5 by performing the following steps:

  • Explain the how to configure the Viewer for HTML5
  • Describe how to configure shells to optimise 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

Given a specification, configure report templates by performing the following steps:

  • Describe a Report
  • Describe the main components of the Report Designer user interface
  • Describe how to create a simple report template
  • Generate a simple report
  • Identify the steps to adding a feature map to a report template
  • Add a feature map to a report
  • Describe how to add sub-report control to a report template
  • Add sub-report control to a report template

Print Templates

Use print templates to print maps by performing the following steps:

  • Describe how to use a printable template
  • Use a pre-configured print template
  • Explain how to update an image in a pre-configured print template
  • Explain the role of a text field in a print template
  • Configure the output format in Manager
  • Customize a Print Template

Charts

Create charts in Essentials Manager by performing the following steps:

  • Summarise the features of Geocortex charts
  • Describe how to create a single feature pie chart
  • Describe how to create a single feature linear chart
  • Create single feature charts
  • Create multiple feature charts

Instances

Use Geocortex instances by performing the following steps:

  • Describe the features of a Geocortex instance
  • Summarise the steps to create an instance
  • Describe how to provision an instance with Geocortex sites
  • Create an instance of Essentials

Upcoming training dates for
Getting Started with Geocortex Essentials

Geocortex Essentials Starter Course Bundle  

Bundle your registration

Combine Getting Started with Geocortex Essentials and Developing Workflows for Geocortex Essentials rather than registering for each course individually.

More information