Make a map with all your own data

In this exercise, you are the GIS administrator for the Small Business Development Administration in the City of Paris. Your colleagues need to inspect stores that your department granted loans to last year to see whether the loans have been well spent and if the department is accomplishing its mission of helping small businesses grow. The inspectors need to see, search for, and get directions to these stores on roads in the transportation network dataset that your organization maintains daily. Some of the stores are within walking distance of each other. To enable the inspections, you need to create a map inspectors can use in Navigator that contains the stores, roads, and a custom travel mode that produces walking directions to stores.

To provide the map the inspectors need, you'll use ArcGIS Pro. You'll add the store data to the transportation network dataset maintained by your organization. You'll then enable searching for stores, create a custom travel mode for getting walking directions to stores, package the data as a mobile map package, and share it with your ArcGIS organization. The inspectors will be able to download the map in Navigator and use it to get to stores throughout Paris.

Note:

If you want to modify an Esri-provided navigation map rather than create your own with all of your own data, see one of the other ArcGIS Navigator exercises. For guidance on which exercise to follow, see Decide which exercise to follow.

Requirements

To complete this entire exercise, you need the following products and licenses:

• A supported version of ArcGIS Pro
• A mobile device with ArcGIS Navigator installed
• An ArcGIS organizational account with licensing for the following:
  • ArcGIS Pro Basic or higher
  • ArcGIS Network Analyst extension
  • ArcGIS Navigator

Your ArcGIS organizational administrator is responsible for configuring these licenses. If you have an ArcGIS organizational account, but need one of these products or licenses, ask your ArcGIS organizational administrator to send an email to [e-mail].

Additional products and licenses that are needed to complete particular sections of the exercise are noted at the beginnings of those sections.

A sample dataset is provided for you to use with this exercise, but if you want to follow along with your own data, make sure that all your basemap data is contained in a single geodatabase that does not include your operational data.

Create a project

Open ArcGIS Pro and create a new project to work on the navigation map for Paris store inspections.

1. Start ArcGIS Pro.

   Note:

   If you don't have it, install ArcGIS Pro.

2. On the start page, under the New section, click Start without a template.

   A blank project opens, and you are ready to create a basemap with your organization's transportation network dataset.

Create a basemap

Create a basemap that contains your organization's network dataset on which you will overlay the store data.

1. On the Insert tab, in the Project group, click the New Map drop-down arrow and click New Basemap .

   A new blank map view opens. You can now save your project, and then add layers to the basemap.

2. Click Save .

   The Save Project As window opens.

3. Browse to the folder where you want to save your project. In the Name field, enter a project title that is clear to you, such as Paris Store Inspections.
4. Click the Save button.
5. On the Map tab, in the Layer group, click Add Data .
6. Browse to the basemap layers that you want to include in the map. The City of Paris keeps this data in a layer package that is available in a portal. Under Portal, click ArcGIS Online .
7. In the Search bar, type Navigator tutorial basemap and press Enter.

   The Navigator for ArcGIS Tutorial - Basemap Layers layer package appears.

8. Click the layer package and click OK.

   A layer named New Group Layer appears in the Contents pane.

   The following layers appear: Paris Streets, Parks, Water, and ParisMultimodal_ND. The Paris Streets layer is your road data. The Parks and Water layers contain local parks and water bodies, respectively. This data will be helpful to the inspectors if they want to reorient themselves in relation to a well-known park or water body. The ParisMultimodal_ND layer is your complete transportation network dataset, with your road data as well as the logic involved in generating routes. All the basemap data is contained in a single geodatabase—this is required when making basemaps for Navigator.

9. In the Contents pane, click List By Data Source to make sure that all the layers in your basemap come from the same geodatabase.

   Layers are listed by their data sources, and you see that all the layers come from the same geodatabase.

10. In the Contents pane, double-click the default name for the basemap, change it to Paris Store Inspections_BM, and click OK.
11. Click Save Project .
12. On the Insert tab, in the Project group, click the New Map drop-down arrow and click New Map .

    A new map is created with the World Topographic Map as the basemap.

13. On the ribbon, click the Map tab, click Basemap , scroll to the bottom of the window, and click your newly created basemap, Paris Store Inspections_BM.

    The World Topographic Map basemap changes to your new Paris Store Inspections_BM basemap.

14. Right-click the Paris Store Inspections_BM layer and click Zoom To Layer .

    Your basemap layers appear on the map.

15. Click Save Project .

Add an asset layer

Now that you have created a basemap with your organization's network dataset, add the store data to your map so that inspectors can view, search for, and route to particular stores in Paris.

1. On the Map tab, in the Layer group, click Add Data .

   Note:

   If you are following this exercise with your own data and you are adding an operational layer with a coordinate system that's different from the map's coordinate system, the map's coordinate system will by default change to the coordinate system of the first operational layer that you add. If you would rather choose the map's coordinate system, click the Project tab and click Options. Under Application, click Map and Scene and click Spatial Reference. Click the Choose spatial reference option and choose the coordinate system that is appropriate for your map.

2. Browse to the store data that you want to include in the map. As with the basemap data, the City of Paris also keeps this data in a layer package that is available in a portal. Under Portal, click ArcGIS Online .
3. In the Search bar, type Navigator tutorial stores and press Enter.

   The Navigator for ArcGIS Tutorial - Stores layer package appears.

4. Click the layer package and click OK.

   Stores appear on the map, and the layer appears in the Contents pane.

   

5. In the Contents pane, click List By Data Source to make sure that the Stores layer comes from a different geodatabase than the basemap layers.

   Your operational layer should be in a different geodatabase than your basemap layers. The geodatabase that contains the basemap layers will be compressed when you package all of your data as a mobile map package, and you don't want your operational data to be compressed with the basemap data.

   You see that the store layer and basemap layers come from different geodatabases.

   Caution:

   Your map and network dataset need to have the same coordinate system; otherwise, you will receive a warning when you try to package all the data as a mobile map package. To check this for the network dataset layer, in the Contents pane, right-click the layer and click Properties . In the Layer Properties window, click Source and expand the Spatial Reference section. Similarly, to check this for the map, right-click it in the Contents pane and click Properties . In the Map Properties window, click Coordinate Systems.

   At this point, you have created a map for the inspectors that contains roads and stores. However, you have not yet made the stores searchable or provided a way for inspectors to get walking directions.

Enable searching for assets

The store inspectors identify stores they need to route to by their names. Enable searching for stores by name in Navigator by configuring an asset layer to search on a specific field. Enabling search by name using the Locate pane allows the store inspectors to quickly find their destinations.

Note:

Learn more about locating features for configured fields for specified layers.

1. If the Stores layer is not already selected in the Contents pane, click it.
2. On the Map tab, in the Inquiry group, click Locate .

   

   The Locate pane appears.

3. Click the Options drop-down menu and click Provider Settings.

   The Provider Settings pane displays a list of available locate providers.

4. Click Configure for Locate to add a layer from your map to the Locate pane.
   
5. Select the Stores layer and click OK.

   The Locate pane displays the Configure Layer for Locate view for the Stores layer.

6. Since you want to enable searching by store names, click the drop-down arrow next to NOM in the Search Mode column and select Contains.

   

   NOM is the field the locator will use to find a feature. In this case, you are adding a locate provider that will search for stores by their names.

7. Click the Save and return to Provider Settings button to exit the Configure for Locate view.

   The Stores layer is added to the list of locate providers in the Locate pane.

8. Click Stores in the list of locate providers and drag it to the top of the list.

   Stores will be listed first in the Locate search results.

Tip:

Unlike creating a custom address locator, adding an asset layer as a locate provider doesn't add to your .mmpk file's size. However, suggestions are not displayed in Navigator when an asset layer is added as a locate provider. If you want to enable suggestions for asset searching in Navigator, you need to create a custom address locator using the Create Locator tool. For this exercise, the Create Locator pane should match the image shown below.

Test asset searching

Before sharing the map with the inspectors, test whether search is working properly by searching for a specific store.

1. In ArcGIS Pro, you can run a search by using the Locate tool. If the Locate pane is not already open, on the Map tab, in the Inquiry group, click Locate .
2. Click the Locate tab. In the Search bar, type the name of a store on the map that you want to locate. For example, type the name ELYSEE 26 and press Enter.

   Search results for two address locators appear in the Locate pane.

3. Double-click the search result listed under Stores.

   The map zooms in to the store you searched for and the store appears in the search results in the Locate pane. You have successfully enabled searching for assets.

Create your own travel mode

Since your inspectors will walk between certain stores, they need walking directions. Create a travel mode that the inspectors will choose in Navigator and provide them with walking directions to stores to save fuel costs for your organization.

Note:

ArcGIS Network Analyst extension is required to complete this section of the exercise.

1. In the Contents pane, click List By Data Source if it isn't already selected.

   Take note of where the basemap data is located, for example: C:\Users\<username>\Documents\ArcGIS\Packages\Basemap_layer_<layer number>.

2. In the Catalog pane, right-click Folders, and click Add Folder Connection.
3. Browse to the folder containing the basemap data that you noted in step 1 and click OK to add the connection.
4. Open the new folder and open the Transportation dataset.
   
5. Right-click the ParisMultimodal_ND layer, and click Properties .
6. At the upper left of the dialog box, click Travel Attributes.

   You see details about the Driving Time travel mode, which is already included in your organization's network dataset.

7. Click the menu in the upper right, and click New .

   Fields for your new travel mode appear on the dialog box.

8. The first field is for the name of your new travel mode. Replace the default name New Travel Mode with Walking Time so the inspectors know what the purpose of this travel mode is: to generate walking directions to stores that minimize the time it takes to travel between stores.

   Tip:

   If you need to rename your travel mode, click the menu and choose Rename or press F2.

9. In the Description field, type Use this travel mode to produce walking directions to stores, which minimizes the time it takes to travel between stores.

   The description provides inspectors with more details about this travel mode.

10. Set the Type field to Walking.
11. Under Costs, set the Impedance field to PedestrianTime.

    Impedance specifies the cost attribute on which to optimize the analysis. By setting the impedance to PedestrianTime, you are specifying that the cost attribute on which to optimize the analysis for the Walking Time travel mode should store the time it takes to walk along edges or streets.

12. Click Restrictions to expand this section.

    A list of travel mode attributes and parameter values appears. The attributes you see depend on the attributes of your network dataset.

13. Scroll down until you see the Oneway attribute, and click it.

    The Restriction Usage parameter appears under the attribute.

14. Change the value for Restriction Usage from Prohibited to Prefer (low), since you want inspectors to be able to get walking directions that include one-way streets, but you don't want one-way streets to be significantly preferred over two-way streets.
15. Set your new travel mode as the default travel mode for the map. Click the menu and click Set as Default .

    Setting your new travel mode as the default travel mode ensures that all inspectors using your map package in Navigator will use the Walking Time travel mode by default.

16. Click OK.

    You have created a custom travel mode that allows inspectors to receive walking directions to stores.

Test your travel mode

Before packaging the map, test whether your travel mode is working correctly by creating two stops near stores that can be traveled to by either walking or driving, where the walking and driving routes are different. If the Driving Time travel mode and your Walking Time travel mode produce different routes to the stores, your travel mode works.

Note:

ArcGIS Network Analyst extension is required to complete this section of the exercise.

1. In the Locate pane, search for the store named SAMARITAINE.

   The map zooms in to the store that you searched for.

2. Slightly zoom out until you also see the store named GALERIE CARROUSEL DU LOUVRE to the west of SAMARITAINE.

   Inspectors could travel between these two stores by either walking or driving. The walking route is more direct. In the following steps, you will create stops at each of these stores, and run network analysis using the Driving Time travel mode and your newly created walking travel mode. If your travel mode generates a more direct route than the Driving Time travel mode, your travel mode works.

3. On the Analysis tab, click Network Analysis and click Route .

   Tip:

   In the Network Analysis drop-down menu, under Network Data Source, make sure that ParisMultimodal_ND appears. This is the network dataset that you want to test. If it doesn't appear, click Change Network Data Source, click ParisMultimodal_ND, and click OK.

   In the Contents pane, a Route layer appears. This is the layer you will use to add stops to your route.

4. On the Edit tab, in the Features group, click Create .
5. In the Create Features pane, search for stops and click this in the results.
6. Snap a stop on top of the store SAMARITAINE and a stop on top of the store GALERIE CARROUSEL DU LOUVRE.
7. On the Route Layer tab, in the Travel Settings group, make sure that the Mode field is set to Driving Time.
8. In the Analysis group, click Run .

   The route below is generated between the two stops.

   

9. In the Travel Settings group, set the Mode field to Walking Time and click Run again.

   A different, more direct route is generated.

   

   You have successfully created a custom travel mode that produces walking directions to stores. When you package your navigation map as a mobile map package in the next section, your custom travel mode will be included so your mobile workers can access it in Navigator.

10. Since these stops were only created for testing purposes, in the Contents pane, right-click the Route layer, click Remove , and click Discard.

Package and share the data

You now have stores, roads, searchable assets, and a custom travel mode ready for your inspectors. Combine all of these components into one file that you can share with inspectors to use offline in Navigator. After you share the mobile map package with inspectors, they will download it to their device, just like any other map in Navigator.

Note:

ArcGIS Network Analyst extension is required to complete this section of the exercise.

Tip:

If you need to make multiple similar mobile map packages, automate the process with Python using the Create Mobile Map Package and Share Package geoprocessing tools. Be sure to use the same settings for creating and sharing the package as indicated in this section.

Note that mobile workers will search for the package using the name provided in the Output File field, and after they download it, the name will change to the one provided in the Title field.

1. On the Share tab, in the Package group, click Mobile Map .

   The Package Mobile Map pane appears.

2. Under Start Packaging, select Upload package to Online account.
3. In the Name field, specify a name for the package that inspectors will search for in Navigator.
4. The Summary and Tags fields automatically fill in with default text. Editing these fields is optional.
5. Zoom to your desired map extent.
6. Under Options, select Current Display Extent.
7. If you would like the package in Navigator to match the current extent in ArcGIS Pro, check the Clip check box.

   When Clip is checked, the features are clipped to match the extent of the display. If Clip is not checked, the display extent is used to select all features that intersect the display.

8. If you want to add a locator to the project, such as a custom address locator, check the Include Locator check box and click the drop-down arrow to select the locator you want to use.

   Note:

   If you created the locator in this session, it appears in the drop-down menu. If you created it in another ArcGIS Pro session, click browse .

   If you included more than one locator, a composite locator will be created when you click Package.

9. Use the Folder menu to specify where the package will be stored in your portal content. The package is stored in the root of your content by default. Optionally click browse to create a folder or choose an existing one. You can also type the name of the desired folder in the text box.
10. Check the box next to the name of your organization to share the package within your organization.

    Tip:

    If you decide to share the package with specific groups in your organization, make sure that your mobile workers belong to those groups.

11. Click Analyze to check for any errors or issues. You must resolve all errors. If any issues are discovered, they appear on the Messages tab. Right-click each message to get more information, read the help for the error or warning, and access suggested fixes.

    Learn more about analyzing GIS resources

    The analysis completes with no errors or warnings.

12. Click Package to create your mobile map package.

    Note:

    It may take some time for the Package Mobile Map tool to run.

    A message appears, indicating that the mobile map package was created successfully. The package is now shared with your organization. Members can sign in to Navigator, search for the package, and download it to their device to use offline.

Test the map in Navigator

In Navigator, test your map to ensure that inspectors can see, search for, and route to stores in Paris. Below are some key things to test for. For more details, see Quick Reference and Route in Navigator.

Note:

You need an ArcGIS organizational account with licensing for ArcGIS Navigator to test your map. You also need a mobile device with ArcGIS Navigator installed.

1. Find, download, and open your map.
   You see the map of stores and roads in Paris that you created in ArcGIS Pro. You might get the message Cannot go to location. Your location is outside the extent of the map. That's fine—Navigator is just trying to use your GPS location as your start point, but you'll specify a start point within the map extent later, so tap OK to dismiss this.
2. Test whether you can search Places for a particular store by its name, such as ELYSEE 26.

   Tip:

   You will not see search suggestions. If you require search suggestions, create a custom address locator instead of configuring an asset layer to search on a specific field.

3. Generate a route to this store to see if inspectors can generate directions to stores. If you are not physically located within the map extent, you will need to simulate your starting location as follows:

   • On Android devices—Tap Back , tap Profile , and tap your user name three times. Tap Developer and tap Simulate location. Once the map loads, zoom in and tap a location on the map to use as your starting point. Tap Done , tap Back , and close your profile. Tap your current map, tap the search result you generated previously, and tap Directions.

     To clear the location simulation settings, exit and restart the app, tap Profile , and tap your user name three times to close the Developer settings.

   • On an iPhone or an iPad—Tap Maps, tap Profile , and tap your user name three times. Under Advanced Settings, tap Simulation & Logging and tap Choose Location. Once the map loads, zoom in and tap a location on the map to use as your starting point. Tap Use, tap Profile , and tap Done. Tap your current map, tap the search result you generated previously, and tap Directions.

     To clear the location simulation settings, exit and restart the app, tap Profile , and tap your user name three times to close Advanced Settings.

4. Choose the travel mode you created to see if inspectors can generate walking directions to stores.

   Note:

   Your travel mode will appear under Custom in the list of other travel modes that come with Navigator. This experience is slightly different than that of choosing a travel mode when you have not created your own.

You have created a navigation map that includes stores and your organization's transportation network dataset. You also enabled inspectors to search for stores and get walking directions to stores using a custom travel mode. You then packaged all of the data as a mobile map package and shared it with the inspectors. Now they can open the map in Navigator and see, search for, and route to stores offline on your organization's transportation network.