Configure Gas Distribution Data Management

Gas Distribution Data Management can be used to map gas distribution assets, edit data, and view system maps in the field and office.

Gas Distribution Data Management also includes a data model to store information about typical gas system assets. To explore the schema, view the data dictionary.

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

Create the Gas Data Manager ArcGIS Pro project

First, you will create a map project in ArcGIS Pro that can be used for adding and editing gas 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 Gas Data Manager.
4. Click OK.
5. In the Catalog pane, click the Portal tab, browse to the Gas Distribution Data Management folder, and double-click to open it.
6. Right-click the GasSystem feature service and click Add To Current Map.
7. Right-click the CathodicProtection feature service and click Add To Current Map.
8. On the Edit tab, in the Snapping group, click the Snapping icon to turn snapping on.
9. Save the project.

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.

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 following steps:

1. If necessary, open the Gas Data Manager project and the map you created previously.
2. On the Analysis tab, in the Geoprocessing group, click Tools to open the Geoprocessing pane.
3. In the search field, type Append and click Append to open the tool.
4. For Input Datasets, browse to your existing gas data.
5. For Target Dataset, choose the appropriate GasSystem layer from the drop-down.
6. For Field Matching Type, choose Use the field map to reconcile field 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 gas and cathodic protection 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 Gas Data Manager project 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 load data into the GasSystem and CathodicProtection layers.

Add members to groups in your organization

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

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.

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
Gas Editors	Creator
Gas Field Users	Mobile Worker
Gas Office Users	Viewer

Set the default map extent to your service territory

When the Gas Distribution 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. To update the initial extent of the maps and apps provided with this solution, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization.
2. To set the default map extent for the Gas Viewer application, browse to the Gas Viewer ArcGIS Instant Apps item page and click Configure.
3. On the Map tab, turn on the Map area toggle button, and then click Configure.
4. Zoom the map to the desired extent, and then click Set.
5. Click Save.

   The configure map area window closes.

6. Click Publish to make the changes active.
7. To set the default map extent for the Gas Field Editor map, open the Gas Field Editor map.
8. Zoom the map to the desired extent and save it.

   Repeat steps 7 and 8 to change the extent for the Gas Viewer web map so that it is optimized for use in ArcGIS Field Maps.

Configure the dashboard

When you deploy the Gas Distribution Data Management solution to your organization you have the option to change spatial reference. If you selected a spatial reference with a linear unit other than meters, you will need to revise the dashboard by completing the following steps:

The Factor setting is configured to convert meters to miles. Learn more about how to convert values.

1. Verify that you are signed in to your ArcGIS organization.
2. To change the linear unit conversion for the Gas Dashboard application, browse to the Gas Dashboard item page and click Edit Dashboard.
3. If necessary, click the Distribution tab.
4. Hover over the upper left corner of the Service Pipe (miles) element and click the Configure button .
5. On the Data tab, change the Factor setting to the correct conversion.

   The current conversion is converting the meters unit from the projection into miles.

6. On the Data tab, expand the Reference section near the bottom.
7. Change the Factor setting to the correct conversion.

   The current conversion is converting the meters unit from the projection into feet.

8. Click Done to return to the dashboard.
9. Repeat steps 4 - 6 for the Distribution Pipe (miles).
10. Click the Transmission & Gathering tab.
11. Repeat steps 4 - 6 for the Transmission Pipe (miles) and Gathering Pipe (miles) elements.
12. Click Save .

Enable symbol styles

The Gas Distribution Data Management solution includes two styles containing the symbols for the solution: Gas Desktop Symbols and Gas Web Symbols. The Gas Desktop Symbols style is used in ArcGIS Pro to modify the existing symbols or add new symbols to the style to be published back for use in ArcGIS Online. The Gas Web Symbols style is made available in ArcGIS Online to add or update symbols in your maps, especially if you modified or removed a symbol and need to recover the original.

Add Gas Web Symbols to a map

Follow the steps below to add the Gas Web Symbols to a map:

1. Verify that you are signed in to your ArcGIS organization and browse to the Gas Viewer map.
2. Click Open in Map Viewer to open the map.
3. Ensure a layer is active in the Layers pane. On the toolbar, click Styles.
4. Under Pick a style click Style options.
5. Click one of the symbols and in the Symbol style pane click the Current symbol.
6. Click Add styles , select the Gas Web Symbols and click Add. The style is now available to update symbols throughout your organization.

Add Gas Desktop Symbols to ArcGIS Pro

Follow the steps below to add the Gas Desktop Symbols to ArcGIS Pro:

1. In ArcGIS Pro, sign in to your ArcGIS organization containing the Gas Desktop Symbols.
2. In the Catalog pane, right-click Styles and click Add Style.
3. Under Portal, expand My Content and navigate to the folder containing the Gas Desktop Symbols.
4. Select Gas Desktop Symbols and click OK. The style has now been added to ArcGIS Pro and is ready for symbols to be added or modified.
5. After adding or modifying symbols, the style can be shared as a web style back to ArcGIS Online. Review the Share a web style documentation to understand how to share the web style.