Available for an ArcGIS organization licensed with the Indoors extension.
Indoor Space Planner allows you to assign occupants to individual spaces or activity-based work areas and define these work areas for hot desks or office hotels.
Sharing a Space Planner web map to Enterprise requires setting up branch versioning in your Enterprise geodatabase and enabling version management for the editable web layers when publishing. This is required by the Space Planner app to support space plan management.
Before you prepare a Space Planner map and share it to your ArcGIS organization for use in the Space Planner app, you must create data that conforms to the ArcGIS Indoors Information Model. This includes creating an Indoors database and loading data using geoprocessing tools in the Indoors toolbox.
The Indoors geodatabase, created using the Create Indoors Database tool, contains fields, attributes, and domains that are required for Space Planner. Using an Indoors geodatabase to maintain your indoor GIS is recommended to support space planning, routing, and workspace reservations. If you created an indoor dataset using the Create Indoor Dataset tool, you need to add more attribute fields to the Units, Levels, and Occupant feature classes, and add the Areas table.
You can use an Indoors geodatabase (created using the Create Indoors Database tool) or an indoor dataset (created using the Create Indoor Dataset tool) to maintain your indoor GIS. An Indoors geodatabase is best suited for space planning, as it contains the required fields and tables by default. If you are using an indoor dataset, you need to add more attribute fields to the Units feature class and create the Areas table. If you are using an Indoors geodatabase, no additional steps are required.
Required layers
Web maps that will be used in Space Planner must have the following feature classes and stand-alone table populated in the Indoors geodatabase:
- Occupant features—Corresponds to the Occupants feature class in the Indoors model.
Note:
Use the Generate Occupant Features tool to create occupant features.
- Units—Corresponds to the Units feature class in the Indoors model.
- Levels—Corresponds to the Levels feature class in the Indoors model.
- Facilities—Corresponds to the Facilities feature class in the Indoors model.
- Areas table—Corresponds to the stand-alone Areas table in the Indoors model. If you are using an indoor dataset created using the Create Indoor Dataset tool, you need to create the Areas table.
Note:
If you're sharing to an Enterprise portal using branch versioning, enable branch versioning in the Enterprise geodatabase connection before loading data from the connection to the map
Required attributes
If you created an indoor dataset using the Create Indoor Dataset tool, you must add the following items to the dataset before you can use it with the Space Planner app:
- A coded value domain that describes the types of assignable spaces in the Units feature class
- Additional attribute fields in the Units feature class
- The Areas table
Create a coded value domain
To create the required coded value domain that describes the types of assignable spaces in the Units feature class, complete the following:
Note:
If you are using an Indoors geodatabase, created using the Create Indoors Database tool, the following coded domain already exists and you do not need to create it.
- Open the ArcGIS Pro project that contains your indoor dataset.
- In the Catalog pane, right-click the Units feature class and choose Data Design > Domains.
The Domains view appears.
- Click the New Domain button
on the Domains tab.
A row is created in the Domains view, and your pointer is positioned in the Domain Name column of this row.
- Configure the new domain as follows:
- Name—DOM_ASSIGNMENT_TYPE
- Description—Leave this blank
- Field Type—Text
- Domain Type—Coded Value Domain
- Split Policy—Default
- Merge Policy—Default
- In the grid by the Domains view, type the following codes and values:
Code Value hotdesk
Hot Desk
hotel
Hotel
none
None
not assignable
Not Assignable
office
Office
- Click the Save button
to save your new coded domain.
You can now use this coded domain when you create the ASSIGNMENT_TYPE field in the Units feature class.
Add required attributes to the Units feature class
To use the Units feature class for space assignment in the Space Planner app, add fields for area ID, assignment type, and add global IDs by completing the following:
Note:
If you are using an Indoors geodatabase, created using the Create Indoors Database tool, the following attributes already exist and you do not need to create them.
- Open the ArcGIS Pro project that contains your indoor dataset and the coded domain that you created in the previous section.
- In the Catalog pane, right-click the Units feature class and choose Design > Fields.
The Fields view appears.
- Click the New Field button on the Fields tab or click the last row in the view that says Click here to add a new field.
Your pointer is positioned in the Field Name column.
- Configure the new attribute as follows:
- Field Name—AREA_ID
- Alias—Area ID
- Data Type—Text
- Allow NULL—Checked
- Domain—None
- Default—Leave this blank
- Length—255
- Add another field and configure it as follows:
- Field Name—ASSIGNMENT_TYPE
- Alias—Assignment Type
- Data Type—Text
- Allow NULL—Checked
- Domain—DOM_ASSIGNMENT_TYPE
- Default—Leave this blank
- Length—255
- Click the Save button
to save your new fields.
- In the Catalog pane, right-click the Units feature class and choose Manage > Add Global IDs.
Global IDs are created for features in the Units feature class and a GlobalID field is appended to the attribute table.
The Units feature class now contains the necessary attributes for use with the Space Planner app.
Add the required Areas table to the indoor dataset
To create hotels and hot desk areas in the Space Planner app, you must create the Areas table in the indoor dataset by completing the following:
Note:
If you are using an Indoors geodatabase, created using the Create Indoors Database tool, you do not need to create the Areas table.
- Open the ArcGIS Pro project that contains your indoor dataset.
- In the Catalog pane, right-click the geodatabase that contains your indoor dataset and choose New > Table.
The Define view of the Create Table pane appears.
- For the Name parameter, type AREAS.
- For the Alias parameter, type Areas.
- Click Next.
The Fields view appears.
- Create the required fields for the Areas table with the following field property configurations:
- Field Name—AREA_ID
- Alias—Area ID
- Data Type—Text
- Allow Null—Checked
- Length—255
- Field Name—AREA_NAME
- Alias—Area Name
- Data Type—Text
- Allow Null—Checked
- Length—255
- Field Name—AREA_Type
- Alias—Area Type
- Data Type—Text
- Allow Null—Checked
- Length—255
- Optionally, create additional fields in the Areas table with the following field property configurations:
- If included, the SCHEDULE_EMAIL field is used to facilitate booking spaces in the Indoors web and mobile apps.
- Field Name—SCHEDULE_EMAIL
- Alias—Schedule Email
- Data Type—Text
- Allow Null—Checked
- Length—255
- If included, the CAPACITY field is used to provide additional details to aid in space planning in the Indoors web and mobile apps.
- Field Name—CAPACITY
- Alias—Capacity
- Data Type—Short
- Allow Null—Checked
- If included, the SCHEDULE_EMAIL field is used to facilitate booking spaces in the Indoors web and mobile apps.
- Click Finish to create the Areas table.
- In the Catalog pane, right-click the Areas table and choose Manage > Add Global IDs.
A GlobalID field is appended to the Areas table.
Calculate Assignment Type field values
You can optionally pre-calculate the ASSIGNMENT_TYPE field values for features in the Units layer to use in the Space Planner app. This can be done manually or by calculating fields using tools available in ArcGIS Pro. You can also define the assignment type for units features later in the app.
For example, you may want to set the ASSIGNMENT_TYPE field values for Units features as follows to fast track your planning in the Space Planner app:
- Not Assignable—Spaces that should not be used for space assignment and planning, such as kitchens, restrooms, storage rooms, and circulation areas.
- Hot Desk or Hotel—Spaces that are available for short-term assignment. Units features defined as hot desks or hotels appear in the Hot Desks and Hotels lists in the Space Planner app.
- Office (or another appropriate designation)—Units features that are currently assigned to employees.
The following is an example workflow to set the ASSIGNMENT_TYPE field value of Office for units that are assigned to employees:
- Open your Space Planner map in ArcGIS Pro.
- Right-click the Units layer in the Contents pane and choose Joins and Relates > Add Join.
- Choose Units from the Input Table drop-down list.
- Choose UNIT_ID from the Input Join Field drop-down list.
- Choose Occupants from the Join Table drop-down list.
- Choose UNIT_ID from the Join Table Field drop-down list.
- Click OK to create the join.
- On the Map tab in the Selection group click Select by Attributes.
The Select by Attributes pane appears.
- For Input Rows, choose the units layer.
- For Selection type, choose New selection.
- Click New Expression and choose values from the drop-down menus to construct the clause Where occupant.UNIT_ID is not null.
- Click OK.
All the units with occupants assigned to them are selected in the map.
- Use the Calculate Field tool to set the ASSIGNMENT_TYPE field value for the selected units to "Office".
These units features will now include an Office designation on their info card in the Space Planner app.
Optional layers
You can also add the Details layer to your Space Planner map. This layer describes your facility's linear asset footprint.
You may want to include additional layers for features in Space Planner, such as exits or events. For example, to add a layer for exits, you can filter exits from the Details feature class in the Indoors model.
Note:
Apply the appropriate definition query to these layers. For example, if you're adding a layer for Places + Things, update the definition query to CATEGORY_TYPE="Places + Things".
Caution:
Be careful when including map layers derived from the required layers for Space Planner. For example, only the units layer should include the ASSIGNMENT_TYPE attribute, and only the occupants layer should include the AREA_ID attribute. Ensure that layers derived from units and occupants layers do not include these values or the Space Planner app may not load the map properly.
You can add more layers to your Space Planner map to help visualize and aid in space assignment workflows. For example, you can use the Zones feature class to add your organizational areas and view them on the map.
Enterprise versioned feature layer and base data
When preparing the Space Planner versioned feature layer in ArcGIS Pro to share with your Enterprise portal, you must set up the ArcGIS Indoors workspace in an Enterprise geodatabase with branch versioning enabled in the database connection.
In ArcGIS Pro, you also must register the following datasets as versioned:
- Occupants
- Units
- Areas
Tip:
To protect the default version from accidental edits, modify version properties.
To create the web map required by the Space Planner app, prepare two Space Planner maps in ArcGIS Pro as follows:
- A Space Planner versioned feature layer map containing the branch versioned feature layer content, including units, occupants, and the Areas table.
- A Space Planner base data map containing the rest of the map layers (the "base" data), including levels, facilities, and any additional layers with features you want to include such as exits or events.
After creating the Space Planner versioned feature layer and the Space Planner base data web map, share them from ArcGIS Pro to Enterprise. Once they have been shared to Enterprise, you can log on to the portal and combine the Space Planner versioned feature layer and the Space Planner base data web map in the Map Viewer Classic and save as a new, ready to use Space Planner web map.
This process is the most convenient and direct way to create a Space Planner web map in Enterprise.
Prepare the versioned feature layer for use in Space Planner
Complete the following steps to create and prepare the Space Planner versioned feature layer for use in the Space Planner web map:
- Start ArcGIS Pro.
- If necessary, sign in to your Enterprise portal.
- Open the project that contains a connection to your Indoors geodatabase. The database connection needs to be registered as versioned and have the branch versioning option checked.
- If necessary, click the Insert tab and click the New Map button
to create a map.
- Add the layers listed in the following table and set the corresponding recommended visibility:
Layer Required Recommended layer visibility Occupants
Yes
On
Units
Yes
On
Areas
Yes
Not applicable (stand-alone table)
- Configure the map as floor aware.
Note:
Maps that aren't floor aware will not be supported in the Space Planner app at ArcGIS Enterprise 11.
- Configure additional layers as floor aware.
Note:
Maps that aren't floor aware will not be supported in the Space Planner app at ArcGIS Enterprise 11.
- Set the layers' visible scale range as necessary.
- Set the layers' symbology properties according to the following:
Units layer
Set according to the USE_TYPE attribute.
Occupants layer
Use an empty point symbol (no color or outline, and size 1).
- Turn on labeling for the units layer (NAME attribute) and the occupants layer (KNOWNAS attribute).
You can configure labels so that occupied office units display the occupant's name and unoccupied offices display the unit's name to visually identify which offices are vacant or available to assign in the app. To hide the unit name label for occupied offices, configure labels for the units layer as follows:
- Right-click the Units layer in the Contents pane and click Labeling Properties.
The Label Class pane appears.
- Click the SQL query button
and click New expression.
- Create the following expression:
Where Assignment Type is not equal to office
- Click Apply.
Occupant labels may sometimes overlap with labels for adjacent units, which results in missing labels in the app. To avoid overlapping labels, you can stack occupant labels using an Arcade expression by completing the following:
- Right-click the occupants layer in the Contents pane and click Labeling Properties.
The Label Class pane appears.
- Click the Label expression button
and create the following Arcade expression:
Replace($feature.KNOWNAS, ' ', TextFormatting.NewLine)
- Click Apply.
- Right-click the Units layer in the Contents pane and click Labeling Properties.
- Set the display field in the layer properties for the occupants layer to KNOWNAS and all other map layers to NAME.
Note:
The Space Planner app uses the display field value for labeling certain items in the app, such as the info card title. Setting this in ArcGIS Pro now helps avoid confusion for app users.
- Enable pop-ups for the occupants and units layers.
Note:
Configuring pop-ups enables interaction with features in the Space Planner app. These pop-ups are important and determine what is displayed on the info cards for occupants and units features.
- Ensure that the map has a coordinate system set for Current XY such as the WGS 1984 Web Mercator auxiliary sphere.
- Rename the map to make it easily identifiable and complete all metadata fields.
Note:
This will be referred to later as your Space Planner versioned feature layer map.
- Set the display extent of the map to display all of the map data.
- If enabled, disable the range slider in the map.
Caution:
This is important. An enabled range slider can prevent data from being shared to Indoors web apps.
- Add any Esri-hosted basemaps or custom basemaps to the map.
Configure a basemap to choose between an Esri-hosted basemap or a custom vector tile package basemap.
- Clear all feature selections.
This Space Planner versioned feature layer map is ready for you to publish and share as a web layer to your Enterprise portal. Now you are ready to prepare the Space Planner base data map and share it as a Space Planner base data web map to your Enterprise portal to combine it with the Space Planner versioned feature layer you just prepared to create a Space Planner web map.
Note:
A best practice is to combine branched version layers from the Space Planner map into a single web layer to administer the feature layer.
Prepare the Space Planner base data web map
Complete the following steps to create a map that supports visualization of indoor spaces in Space Planner. This provides important context for planning professionals to create the most efficient and useful space plans.
- Start ArcGIS Pro.
- If necessary, sign in to your Enterprise portal.
- Open the project that contains your Indoors geodatabase.
Note:
To create the Space Planner base data map in ArcGIS Pro, the database connection does not need to be registered as versioned. You can use the same connection as the Space Planner versioned feature layers if you want, but it is not necessary.
- If necessary, click the Insert tab and click the New Map button
to create a map.
- Add the layers listed in the following table and set the corresponding recommended visibility:
Layer Required Recommended layer visibility <Category source> layers
No
Off
Events
No
Off
Details
No
On
Levels
Yes
On
Facilities
Yes
On
- Set the layers' visible scale range as necessary.
- Set the layers' symbology properties according to the following:
Details layer
Set according to the USE_TYPE attribute.
<Category source> layers
Set according to the field that describes the feature type.
Events layer
Use an empty point symbol (no color or outline, and size 1).
Use caution when applying symbols for category layers that have dense coverage. For example, offices are symbolized by the color of the unit polygon and shouldn't have individual point symbols.
- Turn on labeling for any features that require a label.
- Set the display field in the layer properties for all map layers to NAME.
Note:
The Space Planner app uses the display field value for labeling certain items in the app, such as the info card title. Setting this in ArcGIS Pro now helps avoid confusion for app users.
- Enable pop-ups for any layers you want to identify on the map.
Configuring pop-ups enables interaction with features in theSpace Planner app. This is most important for the Space Planner versioned feature layer, but can also be configured for Space Planner base data map layers.
- Ensure that the Space Planner base data map has a coordinate system set for Current XY such as the WGS 1984 Web Mercator auxiliary sphere.
- Rename the map to make it easily identifiable and complete all metadata fields.
Note:
This will be referred to later as your Space Planner base data map.
- Set the display extent of the map to display all of the map data.
- If enabled, disable the range slider in the map.
Caution:
This is important. An enabled range slider can prevent data from being shared to Indoors web apps.
- Add any Esri-hosted basemaps or custom basemaps to the map.
Configure a basemap to choose between an Esri-hosted basemap or a custom vector tile package basemap.
- Clear all feature selections.
You can now publish and share this Space Planner base data map as a Space Planner base data web map to your Enterprise portal. You'll add the Space Planner versioned feature layer you prepared earlier to this web map when you configure a Space Planner web map in the portal map viewer and save the result as a new Space Planner web map.
Configure a basemap
A basemap is an important part of an indoor map that provides context and perspective for what's nearby. Keep in mind the large scale of your map when choosing what basemap to use. Unlike image tile basemaps, vector tile basemaps are smaller and support higher levels of detail.
Depending on your organization's needs, you can use one of the online basemap services hosted by Esri or author a custom basemap. The following sections provide the necessary steps to configure a basemap for Indoors.
Use an Esri-hosted basemap
In ArcGIS Pro, you can add basemaps from the Basemap gallery in the Layer group on the Map tab. Depending on how your active portal is configured, the gallery can include the default Esri basemaps, maps shared to your organization's basemap gallery group, and basemaps you added to your project in ArcGIS Pro.
You can also add Esri vector basemaps to your map by completing the following steps:
- Copy the URL for the vector basemap you want to add.
- Click the Add Data drop-down arrow in the Layer group.
- Choose the Data From Path option.
The Add Data From Path dialog box appears.
- Paste the URL.
- Click Add.
Use a custom basemap hosted on your Enterprise portal
To use a custom basemap hosted on your Enterprise portal, complete these steps:
- Author a custom basemap.
- Create a vector tile package using the Create Vector Tile Package tool.
When you run the Create Vector Tile Package tool, make the following adjustments to provide support for an indoor level of detail and scale the tile down by a factor of 17:
- Uncheck the Package for ArcGIS Online | Bing Maps | Google Maps check box.
- Choose the VectorBasemapTilingScheme.xml file included in the Indoors symbology resources, for the Tiling scheme parameter.
- Share the vector tile package to your Enterprise portal.
- Sign in to your Enterprise portal in your browser and publish your vector tile package as a hosted layer.
- Add the Enterprise portal items to your map in ArcGIS Pro.
Tip:
Alternatively, if you have the hosted tile layer URL, you can copy and paste it into the Add Data From Path dialog box by clicking the Add Data drop-down arrow in the Layer group and choosing Data From Path.