Configure District Energy Data Management

District Energy Data Management can be used to map district heating and cooling assets, edit data, and view system maps in the field and office.

District Energy Data Management includes a data model to store information about typical district energy system assets. To explore the schema, view the data dictionary.

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

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Create the District Energy Data Manager ArcGIS Pro project

First, you will create a map project in ArcGIS Pro that can be used for adding and editing assets and related information.

1. Start ArcGIS Pro; if you are already in a project, click the Project tab and click New.

   Note:

   Ensure that you are signed in to your ArcGIS organization.

2. Under New Project, click Map.
3. In the New Project dialog box, for Name, type: District Energy Data Manager.
4. Click OK.
5. In the Catalog pane, click the Portal tab, browse to the District Energy Data Management folder, and double-click to open it.
6. Right-click the DistrictEnergySystem feature service and click Add To Current Map.
7. On the Edit tab, in the Snapping group, click Snapping to turn snapping on.
8. Save the project.

Load data

In some cases, you may need to load existing data into the solution before sharing the maps or applications. You should review the maps or applications provided with the solution to determine what, if any, source data you want to load.

Depending on the format of your source data, you may chose to use the Append tool or the Data Loading toolset. Once you have determined what source data must be loaded and which data loading approach to use, complete one of the following data loading workflows.

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.

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 following steps:

1. If necessary, open the District Energy Data Manager project and the map that you created previously.
2. On the Analysis tab, in the Geoprocessing group, click Tools to open the Geoprocessing pane.
3. In the search bar, type Append and click to open the Append tool.
4. For Input Datasets, browse to your existing district energy data.
5. For Target Datasets, choose the appropriate DistrictEnergySystem layers from the drop-down list.
6. For Field Matching Type, choose Use the field map to reconcile schema differences to perform field mapping.
7. Update your field mapping and click Run.

   Tip:

   For more information about updating field mapping, see Usage in Append (Data Management).

8. Repeat this process as needed to load all your existing data into the target district energy 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.

1. If necessary, open the District Energy Data Manager project and map that you created previously.
2. In the Geoprocessing pane, click the Toolboxes tab.
3. Expand Data Management Tools, and then expand the Data Loading toolset.
4. Review the Data Loading toolset documentation to understand how to use the toolset to load data into the DistrictEnergySystem layers.

Add members to groups in your organization

District Energy Data Management includes three groups designed to help managers organize their members based on their privileges and their work: District Energy Editors, District Energy Field Users, and District Energy Office Users.

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

1. In a browser, sign in to your ArcGIS organization and verify that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Browse to a group and click it to open the group 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.

For members to fully use the maps and apps provided with the solution, they must have at least the following minimum user types:

Group name	Minimum user type
District Energy Editors	Creator
District Energy Field Users	Mobile Worker
District Energy Office Users	Viewer

Set the default map extent to your service territory

When the District Energy 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 to your service territory manually to avoid having to pan and zoom to your area each time you open a map. To update the initial extent of the maps provided with this solution, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the District Energy Field Editor map.
2. From the item page, click Open in Map Viewer.
3. Zoom the map to the desired extent, and then save the map.
4. Repeat these steps to change the extent of the District Energy Viewer and District Energy Editor web maps.

Configure the dashboard

When you deployed the District Energy Data Management solution to your organization, you had the option to change spatial reference. If you selected a spatial reference with a linear unit other than meters, you will need to reconfigure the dashboard so that it converts units correctly.

To reconfigure the dashboard, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the District Energy Dashboard app.
2. From the item page, click Edit Dashboard.
3. Click the Pipes tab.
4. Hover over the upper-left corner of the Transmission Main element and click the Configure button .
5. On the Data tab, locate the Factor setting.

   The setting is configured to convert meters to other units.

6. Change the Factor setting to the correct conversion.

   Tip:

   Learn more about converting values
7. On the Indicator tab, modify the Bottom text field with the correct unit.
8. Click Done to save your changes.
9. Repeat these steps for each of the indicators on the Pipes tab.
10. Click Save.