Configure Wind Site Data Management

In this topic, you'll learn how to configure the Wind 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 Wind 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: Wind Site Data Manager.
4. Click OK.
5. In the Catalog pane, click the Portal tab, browse to the Wind Site Data Management folder, and double-click to open it.
6. Right-click the WindSiteSystem 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 choose 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 Wind Site Data Manager ArcGIS Pro 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 wind site data.
5. For Target Datasets, choose the appropriate WindSiteSystem 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 wind 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.

1. If necessary, open the Wind Site Data Manager ArcGIS Pro 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 WindSiteSystem layers.

Add members to groups in your organization

Wind Site Data Management includes three groups designed to help managers organize their members based on their privileges and their work: Wind Site Editors, Wind Site Field Users, and Wind Site 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
Wind Site Editors	Creator
Wind Site Field Users	Mobile Worker
Wind Site Office Users	Viewer

Set the default map extent to your service territory

When the Wind 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 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 Wind 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 Wind Site Viewer and Wind Site Editor web maps.

Add web style to your organization

Note:

This step is optional. This will add the Wind site 3D web styles group to your organization.

To add the group, complete the following steps:

1. Create one or more groups.
2. Share the web style items with the group or groups you created.

   Note:

   If you are using the group to include 2D web styles in Map Viewer symbol galleries, you must also share the web style items with the public.

3. At the top of the site, click Organization and click the Settings tab.

   Note:

   You must be signed in as a default administrator or custom role with administrative privileges to manage the organization website.

4. Click Map and scene on the side of the page.
5. Do any of the following:
   • For 2D web styles, click the box under 2D web style group and choose the group you created for the 2D web styles.
   • For 2D sketch web styles, click the box under 2D sketch web style group and choose the group you created for the 2D sketch web styles.
   • For 3D web styles, click the box under 3D web style group and choose the group you created for the 3D web styles.

   The web style items in the specified group are added to the symbol galleries.

Configure the dashboard

When you deployed the Wind Site 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 must 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 Wind Site Dashboard app.
2. From the item page, click Edit Dashboard.
3. Hover over the upper-left corner of the Total MW element and click the Configure button .
4. On the Indicator tab, locate the Middle Text text box.
5. Change the Middle Text to the correct units used by your organization.
6. Click Done to save your changes.
7. Repeat these steps for each indicator that needs updating.
8. Click Save.

Modify Choice List

Note:

This step is optional and is only needed if you want to adjust the choice list.

To enforce data quality you may want to consider modifying the list for users to choose. Fields such as Constructed By, Installed By, Owned By, and Maintained By can easily be modified for your organization.

1. Verify that you are signed in to your ArcGIS organization and browse to the feature layer that you want to update.
2. From the item page, click the Data tab.
3. Click the Fields button .
4. From the Layer drop-down menu, choose <layer name>.
5. Click the <field name> field.
6. Click the field's display name to open settings for the field.
7. Scroll to the Domain section and click Edit.
8. Click Add value and type a new label and code to add it at the end of the list.
9. Optionally, click Add value and type a new label and code to add it at the end of the list.
10. Optionally, perform any of the following edits:
    • Drag a label and code pair to a new location to reorder the list.
    • Click Find values to add to the domain list any unique values in the layer that are not presently included in the domain.

      

    • Click Add value and type a new label and code to add it at the end of the list.
    • To insert a new label and code pair before an existing pair, check the box next to the label and code pair, click the Options button next to it, click Add above, and populate the new label and code.

      

      Choose Add above from the Options menu to insert a row above the selected row.

    • To insert a new pair after an existing pair, check the box next to the label and code pair, click the Options button next to it, click Add below, and populate the new label and code.

      

      Choose Add below from the Options menu to insert a row below the selected row.

    • To change a label or code value, type a new value in the appropriate field.
    • To delete one label and code pair, click the Options button next to the label and code pair and click Delete.

      

      Choose Delete from the Options menu to delete the selected row.

    • To delete multiple label and code pairs, check the box next to every pair you want to delete and click Delete selected at the top of the Manage domain window.

      Tip:

      To select all label and code pairs, check the box next to Label (displayed value).

11. When you finish editing the list of suggested values for a field, click Save.