Prepare a map for use in Space Planner

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 Indoors data that conforms to the ArcGIS Indoors Information Model. This includes creating an Indoors database, loading data into the database, and optionally creating an indoor routable network using geoprocessing tools in the Indoors toolbox.

Required layers

The data layers used in a Space Planner web map must conform to the ArcGIS Indoors Information Model. 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 geodatabase.
• Units— Corresponds to the Units feature class in the Indoors geodatabase.
• Levels— Corresponds to the Levels feature class in the Indoors geodatabase.
• Facilities— Corresponds to the Facilities feature class in the Indoors geodatabase.
• Areas table— Corresponds to the standalone Areas table in the Indoors geodatabase.

Note:

• Use the Generate Occupant Features tool to create occupant features.
• Set the ASSIGNMENT_TYPE values for Units features to not assignable for spaces that should not be used for space assignment and planning, such as kitchens, restrooms, storage rooms, and circulation areas.
• You can prepopulate your data with activity-based work assignments for use in Space Planner to fast track your planning task. For example, you can map Units features to office hotels or hot desk areas as assignable spaces. You can also fill in information for occupants already assigned to spaces. This is optional and can be done later in theSpace Planner app.
• 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.

Learn more about loading data into the Indoors geodatabase

Optional datasets

It is recommended that you 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 PointsOfInterest 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. Make sure that layers derived from units and occupants layers do not include these values or the Space Planner app might not load the map properly.

You can also add datasets 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.

There are many ways to share the data and create a web map required by the Space Planner app, but the recommended process is to prepare two Space Planner maps in ArcGIS Pro, share to an Enterprise portal, and then combine them into a new web map on the portal 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 the Space Planner versioned feature layer and the Space Planner base data web map are shared from ArcGIS Pro to your Enterprise portal, log on to the portal and combine the Space Planner versioned feature layer and the Space Planner base data web map in the portal map viewer 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:

1. Start ArcGIS Pro.
2. If necessary, sign in to your Enterprise portal.
3. 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.
4. If necessary, click the Insert tab and click the New Map button to create a map.
5. 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)

6. Set the layers' visible scale range as necessary.
7. 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).

8. Turn on labeling for the units layer (NAME attribute) and the occupants layer (KNOWNAS attribute).
9. 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 will help avoid confusion for app users.

10. 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 displays on the info cards for occupants and units features.

11. Ensure that the map has a coordinate system set for Current XY such as the WGS 1984 Web Mercator auxiliary sphere.
12. 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.

13. Set the display extent of the map to display all of the map data.
14. 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.

15. 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.

16. 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.

1. Start ArcGIS Pro.
2. If necessary, sign in to your Enterprise portal.
3. 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.

4. If necessary, click the Insert tab and click the New Map button to create a map.
5. 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

6. Set the layers' visible scale range as necessary.
7. 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 CATEGORY_SUBTYPE attribute.
   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.

8. Turn on labeling for any features that require a label.
9. 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 will help avoid confusion for app users.

10. 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.

11. 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.
12. 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.

13. Set the display extent of the map to display all of the map data.
14. 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.

15. 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.

16. 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. Due to its large scale, a vector basemap is recommended. 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:

1. Copy the URL for the vector basemap you want to add.
2. Click the Add Data drop-down arrow in the Layer group.
3. Choose the Data From Path option.

   The Add Data From Path dialog box appears.

4. Paste the URL.
5. Click Add.

Use a custom basemap hosted on your Enterprise portal

To use a custom basemap hosted on your Enterprise portal, complete these steps:

1. Author a custom basemap.
2. 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:

   1. Uncheck the Package for ArcGIS Online | Bing Maps | Google Maps check box.
   2. Choose the VectorBasemapTilingScheme.xml file included in the Indoors symbology resources, for the Tiling scheme parameter.
3. Share the vector tile package to your Enterprise portal.
4. Sign in to your Enterprise portal in your browser and publish your vector tile package as a hosted layer.
5. 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.