Enterprise—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. You can use ArcGIS Enterprise or ArcGIS Online to share your floor-aware web maps based on your organization’s requirements.

Space Planner web maps published to an ArcGIS organization on Enterprise or ArcGIS Online provide a similar Space Planner app experience but differ in the way the web maps are set up and shared. 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.

Sharing a Space Planner web map to ArcGIS Online only requires sharing web maps to support visualization and space plan management workflows. Consult with your organization management before choosing an environment for deploying the app.

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 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. This feature class is created using the Generate 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.
Note:

If you're sharing to an Enterprise portal, 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

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 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.

Create a Space Planner web map

When preparing the Space Planner map 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.

After creating the Space Planner map in ArcGIS Pro, share it to your Enterprise portal using a multistep process and use it in a Space Planner app.

Prepare a map 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 the Indoors geodatabase.

    The database connection must be registered as versioned and have the branch versioning option checked.

  4. If necessary, click the Insert tab and click the New Map button New Map to create a map.
  5. Add the layers listed in the following table and set the corresponding recommended visibility:

    LayerRequiredRecommended layer visibility

    Occupants

    Yes

    On

    Units

    Yes

    On

    Areas

    Yes

    Not applicable (stand-alone table)

    Note:

    You must register the Areas table and the dataset with the Occupants and Units feature classes as branch versioned.

    Learn more about registering a branch versioned dataset

  6. Add the layers listed in the following table and set the corresponding recommended visibility:

    LayerRequiredRecommended layer visibility

    <Category source> layers

    No

    Off

    Events

    No

    Off

    Details

    No

    On

    Levels

    Yes

    On

    Facilities

    Yes

    On

    Note:

    The database connection for these layers does not need to be registered as versioned. You can use the same connection that you used for the Units and Occupants feature classes, but it is not required.

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

    Units layer

    Set according to the USE_TYPE attribute.

    Occupants layer

    Use an empty point symbol (no color or outline, and size 1).

    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).

  9. Turn on labeling for the units layer (NAME attribute), the occupants layer (KNOWNAS attribute), and any other features that you want labeled in the Space Planner app.

    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 SQL Query 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 Label expression 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 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.

  11. Enable pop-ups for the occupants and units layers and any additional layers that 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 is displayed on the info cards for occupants and units features.

  12. Ensure that the map has a coordinate system set for Current XY, such as WGS 1984 Web Mercator (Auxiliary Sphere).
  13. 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. If enabled, disable the range slider or floor filter in the map.
    Caution:

    This is important. An enabled range slider can prevent data from being shared to Indoors web apps.

  16. 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.

  17. Clear all feature selections.

    You can now configure and share the web map for use in Space Planner. This includes first sharing a branch versioned feature layer that includes the Units and Occupants feature classes and the Areas table, updating the data source for these items in your map in ArcGIS Pro, and then sharing the web map for use in Space Planner.

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.

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 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.

Use a custom basemap hosted on an 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 a browser and publish the vector tile package as a hosted layer.
  5. Add the Enterprise portal items to the map in ArcGIS Pro.
    Tip:

    Alternatively, if you have the hosted tile layer URL, you can copy it onto the Add Data From Path dialog box by clicking the Add Data drop-down arrow in the Layer group and choosing Data From Path.

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