Create a map

This is the first exercise in the series to create an operation view to use in Operations Dashboard for emergency incident tracking and response following a simulated earthquake in Redlands, California. In this exercise, you'll create a map to use in the operation view. In the subsequent exercises, you'll author an operation view using the map you created and setting up the different panels of information that will be available during the incident tracking, and you'll share that operation view with others in your organization.

Start a new map

  1. Sign in to your ArcGIS organizational account in a browser window.

    Using ArcGIS Online

    Go to the ArcGIS Online home page to sign in: http://www.arcgis.com/home.

    Using Portal for ArcGIS

    Go to the home page of your portal to sign in. For example, https://maps.mycompany.com/arcgis.

    Your organization's home page appears.

  2. On the ribbon above the banner, click the Map button.

    A new map named My Map opens. This is the standard ArcGIS Topographic basemap with the default extent. Every new map you make in this organization starts like this.

Add layers to the map

  1. On the ribbon, click Add Add Layer and choose Search for layers.

    The Search for Layers side panel opens.

  2. Uncheck Within map area.
    Uncheck Within map area
  3. Set the search scope to find the layers used in this exercise.

    Using ArcGIS Online

    Set the In drop-down list to ArcGIS Online to search all of ArcGIS Online.

    Search ArcGIS Online for layers to add

    Using Portal for ArcGIS

    Set the In drop-down list to A GIS server to search a particular server. Type the following URL in the URL text box: http://appssampleserver.arcgisonline.com/arcgis.

    Search a GIS server for layers to add
  4. Search for the layers to add to the map.

    Using ArcGIS Online

    In the Find text box, type Redlands demonstration, and click Go to search for it.

    A list of relevant layers is returned. Your list may be different than that shown in the following image because the available content changes. However, you are looking for the Redlands demonstration layers by esri_dashboardpub.

    The search results for Redlands demonstration

    Using Portal for ArcGIS

    Next to the Find text box, click Go to see all available layers on the server.

    A list of relevant layers is returned. Your list may be different than that shown in the following image because the available content changes.

    The layers on the server
  5. Add the emergency facilities to your map.

    Using ArcGIS Online

    On the result Emergency Facilities by esri_dashboardpub, click Add to add it to your map.

    Add the Emergency Facilities search result

    Using Portal for ArcGIS

    On the result EmergencyFacilities (Feature Service), click Add to add it to your map.

    Add the EmergencyFacilities (Feature Service) search result

    The emergency facilities display on the map. If using ArcGIS Online, the map zooms to the added layer's area of interest. If using Portal for ArcGIS, zoom to Redlands, California.

    The emergency facilities layer visible on the map
  6. Repeat step 5 to add the remaining layers used in this exercise.

    Using ArcGIS Online

    Add each of the following layers, all by esri_dashboardpub:

    • Ambulances
    • Fire
    • Police
    • Reported Incidents - Dispatch

    Using Portal for ArcGIS

    Add each of the following layers:

    • PhoneIncidents (Feature Service)
    • RedlandsEmergencyVehicles (Feature Service)

    All the layers are now on the map.

    All five demonstration layers visible on the map
  7. At the bottom of the side panel, click Done Adding Layers.

    The Search for Layers side panel closes, and the Contents side panel displays.

  8. If you're using Portal for ArcGIS, set names, filters, and refresh intervals for the layers. They're already set if you're using the layers from ArcGIS Online.

    This keeps the data matching that used when working with ArcGIS Online.

    1. On the side panel, click the small arrow to the right of the PhoneIncidents - Dispatch layer and click Filter.
    2. On the filter dialog box, select the Operational Status field, set the Value to Open, and click Apply Filter.
      Operational Status is Open filter
    3. In the Contents side panel, click the drop-down arrow next to PhoneIncidents - Dispatch and click Rename.
    4. On the Rename dialog box, type Reported Incidents - Dispatch in the Layer Name text box and click OK.
    5. Repeat the previous two steps to rename the other layers as follows:
      • RedlandsEmergencyVehicles - Ambulances to Ambulances
      • RedlandsEmergencyVehicles - Police to Police
      • RedlandsEmergencyVehicles - Fire to Fire
      • EmergencyFacilities - Emergency Facilities to Emergency Facilities
    6. In the Contents side panel, click the drop-down arrow next to Reported Incidents - Dispatch again, and hover over Refresh Interval. Set the interval to every 0.3 minutes.
      Refresh interval
    7. Repeat the previous step to set the refresh interval to 0.3 minutes for the Ambulances, Police, and Fire layers as well. You do not need to set the refresh interval on the Emergency Facilities layer because it is a static layer.

Save the map

  1. On the ribbon, click Save Save and choose Save.

    The Save Map dialog box opens.

  2. On the Save Map dialog box, complete the information as shown or as you like.
    The Save Map dialog box with all fields completed
  3. Click Save Map.

Test the pop-up

  1. Click one of the existing reported incidents.

    Reported incidents show on the map as phone icons with green backgrounds.

    A reported incident on the map

    Information about the incident appears in a pop-up. This information is available to anyone viewing the map. It also determines the information shown in Operations Dashboard.

    Information about the incident you clicked

  2. Close the open pop-up.

You have now made a map by adding a basemap and some layers, and you explored the pop-ups it contains. Clearly, much of the value of this map lies in the information contained in pop-ups. In the next section, you'll see how to configure pop-ups to display the information you want to share.

Configure the pop-up

  1. On the side panel, click the ellipsis to the right of the Reported Incidents - Dispatch layer.
    Click the ellipsis to display the layer properties context menu

    The layer properties context menu opens.

  2. In the layer properties context menu, choose Configure Pop-up.

    The side panel changes to allow configuration of the pop-up.

    If you're working on Portal for ArcGIS, update the Pop-up Title text box to {incident} to match the following image.

    The Pop-up Title text box

    The pop-up title is made up of the contents of a field (indicated by the field name in curly brackets). The fields come from the data in the layer on your map. In this case, the field name is incident, and it displays the incident type. Field names work like variables, so when you click an incident on the map, its pop-up title shows the incident type for that particular report.

    The pop-up title for an incident as it looks on the map

  3. Farther down the side panel, in the Pop-up Contents section, click Configure Attributes.
    The Configure Attributes link on the side panel

    If you're working on Portal for ArcGIS, your list of field attributes may differ. That's okay, as you specify them in the next step.

    The Configure Attributes dialog box lists the fields in the feature layer by their display state (on or off), field name (which can't be changed), and field alias (which can be changed).

  4. On the Configure Attributes dialog box, in the Display column, uncheck the check box for the Contact Name field.
    Uncheck the Display box for Contact Name
  5. If using Portal for ArcGIS, also uncheck the Display check boxes for Contact Email, Contact Phone, Closed Date, Operational Status, and Incident.
  6. Click OK to close the Configure Attributes dialog box.
  7. If using Portal for ArcGIS, use the arrows beside the list of attributes in the side panel to move the Synopsis field to the top of the list.
    Pop-up's field order
  8. At the bottom of the side panel, click OK to save your pop-up changes.
  9. On the map, click an incident to see its updated pop-up.
    The customized pop-up for an incident
  10. Close the pop-up on the map.
  11. On the ribbon, click Save Save and choose Save.

Configure feature search

Allow the user to find a shelter by searching for it by name.

  1. On the side panel, click About About to display the map's details.
  2. Click More Details to go to the map's item details page.
  3. Click the Settings tab on the item details page.
  4. Scroll down to the Web Map Settings section and locate the Application Settings.
    Application Settings
  5. Expand the Find Locations setting if it's not already expanded, and check the By Layer check box.
  6. Click Add Layer to specify which layer can be searched.
  7. In the first drop-down list, verify that the Emergency Facilities layer is selected.
  8. In the second drop-down list, choose Name.
  9. In the third drop-down list, choose Contains if it's not already chosen.
  10. Update the hint text to Address or Shelter Name.
  11. Click Save.

When the map is used in an operation view, users can search for facilities by name.

You have now created a map for your operation view. To create the operation view that uses this map, continue with the Create an operation view exercise.