Prepare a map for use in Space Planner

Available with the ArcGIS Indoors Spaces extension.

Sharing a Space Planner web map to ArcGIS Online requires sharing web maps to support visualization and space plan management workflows.

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. If you are using an Indoors geodatabase created from a previous version of ArcGIS Pro, you can use the Upgrade Indoors Database tool to update the geodatabase schema with the most recent Indoors model schema for your version of ArcGIS Pro, including the feature classes, tables, fields, and domains required for space planning and workspace reservations with Indoors apps. If you created an indoor dataset using the Create Indoor Dataset tool, you can also use the Upgrade Indoors Database tool to upgrade the workspace with additional Indoors model schema items required for full functionality for space planning and workspace reservations in the Indoors apps.

Required layers

Web maps 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. This feature class is created by the Create Indoors Database tool in ArcGIS Pro and populated using the Update Occupant Features tool.
• 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 must create the Areas table.

Learn more about loading data into the Indoors geodatabase

Calculate Assignment Type field values

You can optionally precalculate 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:

1. Open your Space Planner map in ArcGIS Pro.
2. Right-click the Units layer in the Contents pane and choose Joins and Relates > Add Join.
3. Choose Units from the Input Table drop-down list.
4. Choose UNIT_ID from the Input Join Field drop-down list.
5. Choose Occupants from the Join Table drop-down list.
6. Choose UNIT_ID from the Join Table Field drop-down list.
7. Click OK to create the join.
8. On the Map tab in the Selection group, click Select by Attributes.

   The Select by Attributes pane appears.

9. For Input Rows, choose the units layer.
10. For Selection type, choose New selection.
11. Click New Expression and choose values from the drop-down menus to construct the clause Where occupant.UNIT_ID is not null.
12. Click OK.

    All the units with occupants assigned to them are selected in the map.

13. Use the Calculate Field tool to set the ASSIGNMENT_TYPE field value for the selected units to "office".

    Caution:

    Check the Enforce Domains check box before running the tool to ensure that your updates conform to the field's associated coded domain. If the field value does not match one of the values in the coded domain, it can cause errors in map symbology and app functionality.

These units features will now include an Office designation on their info card in the Space Planner app.

Optional layers

You can include additional layers in your map, such as the Area Roles table to enable reservation management capabilities or feature layers for additional visualization in the app.

Caution:

The following new field data types are available in ArcGIS Pro 3.2: date only, time only, timestamp offset, big integer, and 64-bit object IDs. Although you can publish these data types to ArcGIS Enterprise 11.2 and ArcGIS Online, they are not fully supported and their use in web layers is considered beta functionality.

Add the Area Roles table

When you configure office hotels in Space Planner, you can optionally assign one or more reservation managers if you include the Area Roles table. Reservation managers can book hotels and manage bookings for other people in Viewer and Indoors mobile. The Area Roles table must be shared as part of the same feature service as the Occupants and Units layers and the Areas table.

The Area Roles table is created by the Create Indoors Database tool at ArcGIS Pro 3.0 and later. If you have an Indoors geodatabase created at ArcGIS Pro 2.9 or earlier, you can run the Upgrade Indoors Database tool to update the Indoors database schema with the latest Indoors model schema for your version of ArcGIS Pro and create any missing feature classes and tables, including the Area Roles table.

Add layers for visualization

You can optionally add the Details layer to your Space Planner map to support visualization. This layer describes your facility's linear asset footprint and includes features such as walls, doors, and columns.

You can include additional layers for features in Space Planner to help visualize spaces and aid in space assignments. For example, you can add layers for exits, events, or zones.

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.

Prepare a Space Planner map to share to ArcGIS Online

To prepare a map in ArcGIS Pro to share to ArcGIS Online for use in Space Planner, you can create a single map and add all the necessary layers to the map. You can then share it to ArcGIS Online. The Space Planner web map must contain all the layers required by Space Planner.

Tip:

You can use the Space Planner map templates included in the product data to prepare a map for Space Planner. You can update the source of layers in the map template to point to the corresponding layers in your Indoors workspace and share the map to your organization for use in Space Planner.

Complete the following steps to create and prepare a map for use in Space Planner:

1. Start ArcGIS Pro.
2. Sign in to your ArcGIS Online account, if necessary.
3. Create a project and add a connection to your Indoors geodatabase or open an existing project that contains your Indoors geodatabase.
4. Click the Insert tab and click the New Map button to create a map, if necessary.
5. Add the required layers listed in the following table, along with any optional layers you want, and set the corresponding visibility:

   Layer	Required	Visibility
   Events	No	Off
   Occupants	Yes	On
   Details	No	On
   Units	Yes	On
   Levels	Yes	On
   Facilities	Yes	On
   Areas	Yes	Not applicable (stand-alone table)
   Area Roles	No	Not applicable (stand-alone table)

6. Configure the map and additional layers as floor aware.

   Maps that aren't floor aware are not supported in the Space Planner app.

7. Set the visible scale range of the layers as necessary.
8. Set the symbology properties for each layer as follows:

   Details and Units	Set according to the USE_TYPE attribute.
   Occupants and Events	Use an empty point symbol (no color or outline, and size 1).

   Note:

   Use caution when applying symbols for feature layers that have dense coverage. For example, offices, which are stored in the Units layer, are symbolized by the color of the unit polygon and shouldn't have individual point symbols.

9. 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:

   1. Right-click the Units layer in the Contents pane and click Labeling Properties.

      The Label Class pane appears.

   2. Click the SQL query button and click New expression.
   3. Create the following expression:

      Where Assignment Type is not equal to office

   4. Click Apply.

   Occupant labels may 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:

   1. Right-click the Occupants layer in the Contents pane and click Labeling Properties.

      The Label Class pane appears.

   2. Click the Label expression button and create the following Arcade expression:

      Replace($feature.KNOWNAS, ' ', TextFormatting.NewLine)

   3. Click Apply.
10. Set the display field in the layer properties for the occupants layer, if present, 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 can help avoid confusion for app users.

11. Configure pop-ups for any layers you want to identify on the map.

    Configuring pop-ups enables interaction with features in the Space Planner app. These pop-ups are important and determine what appears on the info cards for occupant and unit features.

12. Ensure that the map has a coordinate system set for Current XY, such as WGS 1984 Web Mercator (Auxiliary Sphere).

    Note:

    Geographic and projected coordinate systems are supported in Space Planner.

13. Optionally, rename the map to make it easily identifiable, and complete all metadata fields.
14. Set the display extent of the map to display all of the map data.
15. Add any Esri-hosted basemaps or custom basemaps to the map.

    Configure a basemap to use either an Esri-hosted basemap or a custom vector tile package basemap.

16. Clear all feature selections.

Note:

You must apply filters that impact the Occupants layer to the map service or feature service before you share the 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 scale of your map when choosing the basemap to use. Unlike image tile basemaps, vector tile basemaps are smaller and support higher levels of detail. The following workflow provides the necessary steps to configure a basemap for Indoors.

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 a project in ArcGIS Pro.

You can also add Esri vector basemaps to a 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.