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Configure Solar Site Data Management

In this topic

  1. Load data
  2. Configure the Solar Site Data Manager ArcGIS Pro project
  3. Add members to groups in your organization
  4. Set the default map extent to your project area

Solar Site Data Management can be used to map solar sites, edit data, view site maps in the field and office, view asset reports and collaborate with map notes.

In this topic, you'll learn how to configure the Solar Site Data Management solution to meet specific needs of your organization.

Load data

In some cases, you may need to load existing data into the solution before sharing the maps or applications. Review the maps or applications provided with the solution and determine what, if any, source data you want to load. Solar Site Data Management also includes a data model to store information about typical Solar Site assets. To explore the schema, view the data dictionary.

Tip:

If you do have 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.

Depending on the format of your source data, you may choose to append your source data to the new layers. Once you have determined what source data must be loaded, complete one of the data loading workflows below:

Use the Append tool

In ArcGIS Pro, the Append tool can be used to append multiple input datasets to an existing target dataset. Input datasets can be point, line, or polygon feature classes.

To append features to the target layer or layers using the Append tool, complete the steps below:

  1. In ArcGIS Pro, sign in to your ArcGIS organization.
  2. To open the Solar Site Data Manager project, click Open another project, click My Content under Portal, double-click the Solar Site Data Management folder, and click Solar Site Data Manager.
  3. Add your existing source layers to a new map. To add the target feature layers from the SolarSiteSystem feature service, click My Content under Portal, double-click the Solar Site Data Management folder, and add the SolarSiteSystem feature service to the map.
  4. On the Analysis tab, in the Geoprocessing group, click Tools to open the Geoprocessing pane.
  5. In the search bar, type Append and click to open the Append tool.
  6. Add your existing Solar Site data from the map to the Input Datasets parameter.
  7. For Target Datasets, use the SolarSiteSystem features in the map.
  8. In the Schema Type parameter, use the drop-down menu to choose Use the Field Map to reconcile schema differences to perform field mapping.
  9. Update your field mapping and click Run.
  10. Repeat this process as needed to load all your existing data into the target Solar Site schema.

Use the Data Loading toolset

The Data Loading toolset contains tools to streamline data loading from a source schema to a target schema. The tools help reduce the time and complexity of migrating to a new data schema.

Use ArcGIS Pro to load data in to the solution, complete the steps below:

  1. Open the Solar Site Data Manager project.
  2. Click Tools in the Geoprocessing group on the Analysis tab of the ribbon.
  3. Expand the Data Management Tools then expand the Data Loading toolset.
  4. Review the Data Loading toolset documentation to understand how to load data into the SolarSiteSystem layers.

Configure the Solar Site Data Manager ArcGIS Pro project

The Solar Site Data Manager project includes a Solar Site Editor map with broken links.

  1. In ArcGIS Pro, sign in to your ArcGIS organization.
  2. To open the Solar Site Data Managet project, click Open another project, click My Content under Portal, double-click the Solar Site Data Management folder, and click Solar Site Data Manager.
  3. In the Catalog pane, expand Maps and double-click Solar Site Editor to open the map.
  4. In the Contents pane, click the red exclamation point Error next to the Map Notes layer.

    The Change data source dialog box appears.

  5. Click My Content under Portal, double-click the Solar Site Data Management folder, double-click the SolarSiteMapNotes_editing feature service, and double-click the Map Notes layer.
  6. In the Contents pane, click the red exclamation point Error next to the Access Point layer.

    The Change data source dialog box appears.

  7. Click My Content under Portal, double-click the Solar Site Data Management folder, double-click the SolarSiteSystem_editing feature service, and double-click the Access Point layer.

    The data source is repaired for the remaining SolarSiteSystem layers.

  8. In the Contents pane, right click the Solar Site Editor map and click Properties.
  9. Click the Coordinate Systems tab. In the XY Coordinate Systems Available section select the coordinate system that matches the layers in the map.
    Note:

    Ensure the coordinate system of the map matches that of the feature layers deployed in the solution. If these do not match there may be discrepancies in what units are displayed in the map.

  10. Click Save to save the project.

Add members to groups in your organization

Included with Solar Site Data Management are three groups designed to help managers organize their members based on their privileges and their work. The solution includes the following groups: Solar Site Editors, Solar Site Viewers, and Solar Site Map Notes Managers.

To add members to the groups, complete the following steps:

  1. In a browser, sign in to your ArcGIS organization.
    Verify that you have privileges to manage member groups before continuing.
  2. Click Groups at the top of the site.
  3. Locate the name of the group and click View details to open the details page.
  4. On the Overview tab, click Invite members.
  5. Check the check box next to the members that you want to add and click Add members to group.
  6. Repeat these steps for each group that you need to add members to.

The provided groups are intended to be utilized by members with a minimum of the following user types in order to fully use the provided maps and apps:

Group nameUser type

Solar Site Editors

  • Contributor
  • Creator with ArcGIS Pro (minimum of one license recommended)

Solar Site Viewers

  • Viewer
  • Contributor (Required to add and edit map notes)

Solar Site Map Notes Managers

  • Contributor

Note:

The Solar Site Viewers group requires an Contributor user type to add or edit map notes.

Set the default map extent to your project area

When the Solar Site Data Management solution is deployed into your organization, it uses the map default set in your organization. If this property has not been set, you may want to quickly update a few maps and apps to your service territory manually to avoid having to pan and zoom to your area each time you open a map. Follow the steps below to update the initial extent of the maps and apps provided with this solution.

  1. In a browser, sign in to your ArcGIS organization.
  2. To set the default map extent for the Solar Site Viewer application, browse to the Solar Site Viewer item page and click Configure.
  3. Toggle on the Map Area, and click Configure. Zoom the map to the desired extent and click Set and then click Save.
  4. Repeat steps 2 and 3 to set the default map extent for the Solar Site Editor and Solar Site Map Notes Manager applications.
  5. To set the default map extent for the Solar Site Field Editor map, open the Solar Site Field Editor map.
  6. Zoom the map to the desired extent and save it.

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In this topic
  1. Load data
  2. Configure the Solar Site Data Manager ArcGIS Pro project
  3. Add members to groups in your organization
  4. Set the default map extent to your project area