Configure Solar Site Data Management

In this topic, you'll learn how to configure the Solar Site 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 Solar Site 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: Solar Site Data Manager.
4. Click OK.
5. In the Catalog pane, click the Portal tab, browse to the Solar Site Data Management folder, and double-click to open it.
6. Right-click the SolarSiteSystem 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. 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. After you have determined what source data must be loaded, complete one of the following data loading workflows:

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 Solar Site 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 solar site data.
5. For Target Datasets, choose the appropriate SolarSiteSystem 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 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.

To use ArcGIS Pro to load data into the solution, complete the following steps:

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.

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 Office Users, and Solar Site Map Field 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
Solar Site Editors	Creator
Solar Site Office Users	Viewer
Solar Site Field Users	Mobile Worker

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.

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 and browse to the Solar Site 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 Solar Site Viewer and Solar Site Editor web maps.

Configure the dashboard

After you deploy the Solar Site Data Management solution to your organization, you may want to customize it to your organization's needs, such as adding units to the display.

To reconfigure the dashboard, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Solar Site Dashboard app.
2. From the item page, click Edit dashboard.
3. Hover over the upper-left corner of the Medium Voltage Total Length element and click the Configure button .
4. On the Indicator tab, locate the Top Text text box.
5. Update the text as needed.
6. Click Done to save your changes.
7. Repeat these steps for each of the indicators you want to update.
8. Click Save.