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Configure Business Resilience

In this topic

  1. Prevent duplicate records
  2. Load data
  3. Configure the survey form
  4. Update the survey URL fields

In this topic, you will learn how to configure the Business Resilience solution to meet specific needs in your organization.

Prevent duplicate records

To support the updating of data using the Append Data to Layer and to ensure accurate statistics within the information products of the solution. You'll need to add an attribute index which applies a unique constraint to facility_id field in the facilities layer.

To add an unique constraint, complete the steps below:

  1. Sign in to your ArcGIS Enterprise portal.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Facilities in the search box.
  4. On the left under Folders, click the folder Business Resilience was deployed to.
  5. On the right side of the page, click Facilities to view it details.
  6. Under the Layers section, click Facilities.
  7. In the URL section , click View.

    A new tab opens into the ArcGIS REST Service Directory for this item.

  8. In the URL bar of the browser, edit the URL with the following changes:
    1. Add the word admin between /rest/ and /services/. (For example: ArcGIS/rest/admin/services/facilities.)
    2. Scroll to the bottom of the page and click on Add to Definition.
    3. A window appears where you will be entering JSON to add an index to the layer.
    4. In the text box , copy the following:
      {
"indexes" : [{
"name" : "facility_id_Index",
"fields" : "facility_id",
"isAscending" : false,
"isUnique" : true,
"description" : ""
}]
}
    5. Click Add To Layer Definition to commit update.

      The following message will appear if add was successful. {"success": true}

  9. In the browser, return to the Facilities layer tab and click on the Data tab.
  10. Click the Fields and click on Facility ID.

    This page reveals the properties for the facility_id field. Under Settings, the Unique field is set to Yes.

Load data

Organizations can use Business Resilience as a source of information to understand risk to their company’s critical infrastructure.

Facility information must be loaded before using the app. Use the FacilitySource file to organize facility information before loading it into ArcGIS. Ensure that you populate the Facility ID column with unique values in the FacilitySource file.

Note:

Each row in the FacilitySource Excel document must have a unique facility ID; otherwise, your data will not load correctly.

In some cases, you may already have an inventory of facilities in ArcGIS. If you do, review the layers provided with the solution and determine what, if any, source data you would like to load. Then, load your existing data into the layers provided with the ArcGIS Solution before sharing the maps or applications.

Note:

If you need to load data into the solution, you may want to develop a source-target matrix to track how your source data will be loaded into the target layer or layers used in the solution.

To load your facilities from a spreadsheet, complete the steps below:

  1. If necessary, sign in to your ArcGIS organization and browse to the FacilitySource item.
  2. Open the item details page.
  3. Click Download.
  4. Edit the Excel file and populate your facility information in the document. When complete, save the spreadsheet tab containing your data as a CSV file.
    Note:

    At a minimum, you need to provide a unique facility ID and the latitude and longitude for each facility in the FacilitySource file. If you don't have a unique ID, you can edit the Excel file and copy this formula into the first row of the facilityid column: =CONCATENATE("Facility-", TEXT(ROW(A1),"00000")). You can then drag the right corner of the cell downward to fill the formula for all facilities, giving each a unique ID.

  5. In your ArcGIS organization, at the top of the site, click Content.
  6. On the My Content tab, type facilities in the search box.
  7. On the left under Folders, click the folder Business Resilience was deployed to.
  8. Click the item title for Facilities to view its details.
  9. Click Update Data and click Append Data to Layer.
  10. Under Filename, choose your CSV.
  11. Click Upload and Continue.
  12. Uncheck Update existing features
    Note:

    If features exist in the layer that you would like to update, do not uncheck.

  13. Click Show field matching to map the fields.
    Note:

    While field matching is auto mapped ensure that the fields are properly mapped.

  14. Click Apply Updates.

Configure the survey form

To show your facility information in the survey form, you will use ArcGIS Survey123 Connect to make necessary updates. Adding your facility information to the form enables an extra level of data validation to ensure that facility information is correct and the respondent’s questions are associated with the correct facility.

Open the form using ArcGIS Survey123 Connect

If Survey123 Connect is not already downloaded, you can find the download link on the ArcGIS Survey123 Resources page.

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Operational Assessment Survey in the search box.
  4. On the left under Folders, click the folder Business Resilience was deployed to.
  5. Click the item title for Operational Assessment Survey to view its details.
  6. Click Open in Survey123 and click Edit in Survey123 Connect.

    ArcGIS Survey123 Connect opens.

    Note:

    If this is your first time opening ArcGIS Survey123 Connect, you may need to add your organization’s portal and sign in. To add the URL, click Settings. Then, in the Settings window, click Add Connection and paste the URL. Click OK. After adding the connection, click Sign in to sign in to your organization. Verify that the active connection is set to the correct URL.

  7. Click the Operational Assessment Survey form to download the survey.
  8. Click the Operational Assessment Survey form again to open the survey.

Update survey form with Facilities service URL

The survey form is configured to pass values from the Facilities layer and populate questions based on a custom URL scheme using the facility ID. To get the URL for the facility layer, open your browser and complete the following steps.

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Facilities in the search box.
  4. On the left under Folders, click the folder Business Resilience was deployed to.
  5. Click the item title for Facilities to view its details.
  6. Under the Layers section, click Facilities.
  7. In the lower right section name URL, click the Copy button to copy to your clipboard.
    Note:

    The service URL should include the layer reference index /0. For example:

    https://services9.arcgis.com/9S3xKDKM8mHbxXx/arcgis/rest/services/Facilities/FeatureServer/0

  8. Paste the URL into a plain text document to keep it available and go back to ArcGIS Survey123 Connect.
  9. In the left pane, click Open XLSForm Spreadsheet.

    An Excel window appears where you are presented with survey property settings.

  10. In the Survey tab, scroll to the right until you see the default column.
  11. In the row labeled facility_url, copy the URL of the survey from your text document and paste it into the cell for the default column.
  12. Save the Microsoft Excel spreadsheet and close it.
  13. In ArcGIS Survey123 Connect, click Publish in the left pane to publish the changes.

Update the survey URL fields

The Facilities feature layer is used in the Business Resilience Web App to map your facilities, display their data contained in the attribute table, and connect to the Operational Assessment Survey. Complete the steps below to add the survey URLs as attributes in the Facilities layer.

Acquire the URL of the survey

To get the URL of the survey, complete the following steps:

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Operational Assessment Survey in the search box.
  4. On the left under Folders, click the folder Business Resilience was deployed to.
  5. Click the item title for Operational Assessment Survey to view its details.
  6. Click Open in Survey123 > Open in Survey123 app.
    Note:

    A new tab opens, prompting you to open into Survey123 app. Click Cancel and remove "&open=native" from the URL to open survey directly into the browser.

  7. In the address bar of the browser, copy the survey URL, including the question mark and portalURL= statement.
    Note:

    For example, if the URL is as follows:

    https://survey123.arcgis.com/share/aee97bcef4d24c9187da9590ec86b67c?portalUrl=https://LearnGIS.maps.arcgis.com

    This URL will be used to populate the survey URL attributes for the Facilities layer.

  8. Paste the URL into a plain text document to keep it available.

Populate the Base Survey URL field

To populate the Base Survey URL field, complete the following steps:

  1. If necessary, sign in to your ArcGIS organization.
  2. At the top of the site, click Content.
  3. On the My Content tab, type Facilities in the search box.
  4. On the left under Folders, click the folder Business Resilience was deployed to.
  5. Click the item title for Facilities to view its details.
  6. Click the Data tab.

    A table view of the layer appears.

  7. Scroll to the right until you see the Base Survey URL field. Click Base Survey URL and click Calculate.
  8. In the Calculate Field pane, click Arcade.
  9. In the Arcade calculator, type the following:
    
 var BaseURL = ””
  10. Copy the URL of the survey from your text document and paste it between the quotation marks.
  11. Add a new line and type the following:
    
 return BaseURL
  12. Click OK.

    The string is added to each record in the Facilities layer’s Base Survey URL field.

    Note:

    This calculation must be manually run when new features added to the Facilities layer.

Populate the Assessment Survey URL field

To populate the Assessment Survey URL field, complete the following steps:

  1. Scroll to the right until you see Assessment Survey URL. Click Assessment Survey URL and click Calculate.
  2. In the Calculate Field pane, click Arcade.
  3. Copy and paste the Arcade expression into the expression box:
    
var BaseURL = $feature["base_survey_url"]
var JoinedURL = BaseURL + "&field:survey_facility_id=" + UrlEncode($feature["facility_id"])
return JoinedURL
  4. Click OK.

    The Assessment Survey URL field is populated with URLs that also have the field parameter set to the corresponding facility’s ID value.

    Note:

    This calculation must be manually run when new features added to the Facilities layer.

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In this topic
  1. Prevent duplicate records
  2. Load data
  3. Configure the survey form
  4. Update the survey URL fields