Configure Sewer Data Management for ArcGIS Online

The Sewer Data Management for ArcGIS Online solution can be configured to meet specific needs in your organization. The sections below outline some administrative tasks to update and manage the solution to fit your organization's needs.

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. Sewer Data Management for ArcGIS Online also includes a data model to store information about typical sewer system 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 Sewer Data Manager project, click Open another project, click My Content under Portal, double-click the Sewer Data Management for ArcGIS Online folder, and click Sewer Data Manager.
  3. Add your existing source layers to a new map. To add the target feature layers from the SewerSystem feature service, click My Content under Portal, double-click the Sewer Data Management for ArcGIS Online folder, and add the SewerSystem 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 sewer data from the map to the Input Datasets parameter.
  7. For Target Datasets, use the SewerSystem 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 sewer schema.

Use the Data Loading Tools

The Data Loading Tools can be used in ArcGIS Pro to streamline loading data from a source to a target dataset and provide the ability to perform in-process data transformation. Setup the Data Loading Tools before getting started with the steps below.

  1. Open the Sewer Data Manager project.
  2. On the Project tab, click Python to access the Python Package Manager.
  3. Under Project Environment, click Manage Environments.
  4. Click Clone Default Clone to clone your default environment.
  5. Click the Active button for the new environment, and click OK.
  6. Restart ArcGIS Pro to allow your environment changes to take effect.
  7. In the Python Package Manager, click Add Packages to see the Python packages available for installation.
  8. Click Refresh Refresh to update the list of available packages.
  9. In the Search box, type dltsolutions to find the Data Loading Tools toolbox.
  10. Select the dltsolutions package and click the drop-down arrow to update the version.
  11. Click Install.

    The Install Package dialog box appears.

  12. Review the terms and conditions and check the box to agree.
  13. Click Install to install the package.
  14. Once the installation is complete, close ArcGIS Pro.

    The Data Loading Tools toolbox is now installed. The next time you start ArcGIS Pro, you can access it from the geoprocessing toolboxes.

  15. Review An overview of the Data Loading Tools toolbox to learn more about the tools and how to use them to load data into the SewerSystem layers.

Configure the Sewer Data Manager ArcGIS Pro project

The Sewer Data Manager project includes a Sewer Data Manager map with broken links.

  1. In ArcGIS Pro, sign in to your ArcGIS organization.
  2. To open the Sewer Data Manager project, click Open another project, click My Content under Portal, double-click the Sewer Data Management for ArcGIS Online folder, and click Sewer Data Manager.
  3. In the Catalog pane, expand Maps and double-click Sewer Data Manager 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 Sewer Data Management for ArcGIS Online folder, double-click the MapNotes_managing feature service, and double-click the Map Notes layer.
  6. In the Contents pane, click the red exclamation point Error next to the Manhole layer.

    The Change Data Source dialog box appears.

  7. Click My Content under Portal, double-click the Sewer Data Management for ArcGIS Online folder, double-click the SewerSystem_editing feature service, and double-click the Manhole layer.

    The data source is repaired for the remaining layers.

  8. Zoom to the extent of the service territory and click Save to save the project.

Add members to groups in your organization

Included with Sewer Data Management for ArcGIS Online are four groups designed to help managers organize their members based on their privileges and their work. The solution includes the following groups: Sewer Editors, Sewer Field Users, Sewer Map Notes Managers, and Sewer 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. Click the name of the group to open the group details pages.
  4. On the Settings tab, edit and update the properties of the group, including access, sharing properties, and group ownership.
  5. Click the Overview tab and click Invite users.
  6. Select the members you want to add and click Add to group.
  7. Repeat steps 3 through 6 for each group 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

Sewer Editors

  • Editor
  • GIS Professional Basic with ArcGIS Pro (minimum of one license recommended)

Sewer Field Users

  • Field Worker

Sewer Map Notes Managers

  • Editor

Sewer Office Users

  • Viewer
  • Editor

Set the default map extent to your service territory

When the Sewer Data Management for ArcGIS Online 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 Sewer Viewer application, browse to the Sewer Viewer item page and click Edit Application.
  3. On the Map tab, zoom the map to the desired extent and click Use current map view under Set initial extent. Click Save.
  4. Repeat steps 2 and 3 to set the default map extent for the Sewer Editor and Sewer Map Notes Manager applications.
  5. To set the default map extent for the Sewer Asset Collector map, open the Sewer Asset Collector map.
  6. Zoom the map to the desired extent and save it.
  7. Repeat steps 5 and 6 for the Sewer Mobile Viewer map.

Configure the dashboard

When you deploy the Sewer Data Management for ArcGIS Online 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.

  1. In a browser, sign in to your ArcGIS organization.
  2. To set the default map extent for the Sewer Dashboard application, browse to the Sewer Dashboard item page and click Edit Dashboard.
  3. Navigate to the General tab and click the configure button Configure on Miles of Gravity Main indicator.
  4. On the Data tab, change the Factor setting to the correct conversion.

    The dashboard Factor setting is configured to convert meters to miles. Learn more about how to Convert Values.

  5. Repeat steps 3 through 4 for the Miles of Forced Main indicator.
  6. Click the save button Save.