ISRV_1.0_Exercise1

Introduction toArcGIS Server

(Prototype)

Copyright © 2006 ESRI

All rights reserved.

Course version 1.0. Revised December 2006.

Printed in the United States of America.

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The information contained in this document is subject to change without notice.

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C O N T E N T SIntroduction

Exercise 1: Install the course data 1-1Record user information 1-1Log in to Windows 1-1Install the data 1-1Record ArcGIS Server access information 1-2Explore the ArcGIS Server help 1-3(Optional) Create an ESRI Global Account 1-5

ArcGIS Server overviewExercise 2: Explore ArcGIS Server 2-1

Use ArcMap to author GIS service content 2-1Connect to the GIS server 2-3Publish a map service using ArcCatalog 2-12Publish a map service using ArcGIS Server Manager 2-15Create a Web mapping application 2-18Use ArcGIS Explorer to view services 2-27(Optional) View other ArcGIS Explorer maps 2-30

Map and globe servicesExercise 3: Work with map and globe services 3-1

Author a map document 3-1Create an address locator 3-2Create a map service and a geocoding service 3-5Create a parcel search application 3-8Test the parcel search application 3-17Author content for a globe service 3-22Use Manager to publish a globe service 3-24Consume the globe service from ArcGIS Explorer 3-30Explore caching options 3-34

Geoprocessing servicesExercise 4: Publish and use a geoprocessing service 4-1

Create a toolbox 4-1Set up the geoprocessing environment 4-5Author a geoprocessing model 4-8Test the model 4-18

Copyright © 2006 ESRI i

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Add the model as a tool layer to the map 4-20Publish map and geoprocessing services 4-22Create an application that contains a geoprocessing task 4-23Consume a geoprocessing service in a Web mapping application 4-27(Optional) Consume a geoprocessing service in ArcMap 4-32

Editing in a Web mapping applicationExercise 5: Edit from a Web client 5-1

Author a map containing editable layers 5-1Publish and configure a map service 5-3Create a Web mapping application 5-6Experiment with editing in a Web mapping application 5-10Add features and edit attributes 5-16

Geodata servicesExercise 6: Publish and work with a geodata service 6-1

Publish a map document and enable the Geodata Access capability 6-1Extract data from the service 6-5Create a checkout/check-in replica 6-12Make edits to a replica 6-16Synchronize your edits 6-21

Customization optionsExercise 7: Customize ArcGIS Explorer 7-1

Create a default map for your server 7-1Set ArcGIS Explorer's home server 7-5Configure settings for your ArcGIS Explorer home server 7-7Provide a custom task from your server 7-10

Administration and optimizationExercise 8: Read log files and troubleshoot data access issues 8-1

Publish a map service 8-1View server log files 8-3Fix data access problems for ArcGIS Server 8-4

Appendix A: ESRI data license agreement

Introduction to ArcGIS Server Contents

ii Copyright © 2006 ESRI

1Introduction

Exercise 1: Install the course dataEstimated time: 10 minutes

Exercise 1: Install the course data

Estimated time: 10 minutes

In this exercise, you will install the data that will be used throughout this course. The datais stored on a CD and will be copied to your hard drive by an automated install program.After installing the data, you will have the opportunity to create an ESRI Global Account,which will allow you to access all pages on the ESRI Support Center, a valuable onlinetechnical resource.

Step 1: Record user information

You need to log in to your Windows workstation to install the course data. A unique username, password, and domain (if applicable) are required to log in. Your instructor willprovide these to you.

Record the workstation information provided by your instructor in the spaces below.

▪ Workstation user name: ____________________________________▪ Workstation password: ____________________________________▪ Workstation domain, if any: ________________________________

Step 2: Log in to Windows

Verify that your computer and monitor are turned on.

In the Log On to Windows dialog box, enter the workstation user name and passwordprovided by your instructor.

If your workstation is part of a domain, in the "Log on to" drop-down list, choose theappropriate domain.

Click OK.

Note: If you have trouble logging in to Windows, ask your instructor for help.

Step 3: Install the data

Now that you are logged in, you can install the course data.

Exercise 1

Copyright © 2006 ESRI 1-1

Remove the training data CD from the back of your exercise book and place it in theCD drive.

Click Yes to accept the ESRI license agreement.

Click Next on the welcome panel.

By default, the course data will be installed to the C:\Student folder.

Note: If for some reason you need to install the course data to a different location,browse to that location. Select the folder where you want to store the course data, thenclick OK. Be sure to note the location of the folder you've selected so that you can easilyaccess the data in the upcoming exercises.

Click Next.

Click Finish when the data installation is complete.

Remove the training data CD from your CD drive and return it to its sleeve in yourexercise book.

Step 4: Record ArcGIS Server access information

Throughout this course, you will log in to ArcGIS® Server as an administrative user. Toperform many of the tasks required to serve GIS data using ArcGIS Server, you will needto use an account that has administrator privileges on the local machine and is also amember of the ArcGIS Server Administrators group (agsadmin).

Introduction to ArcGIS Server

1-2 Copyright © 2006 ESRI

Record the administrative information provided by your instructor in the spaces below.

▪ GIS server host name: ________________________________▪ ArcGIS Server instance name: __________________________▪ Administrator user name: ______________________________▪ Administrator password: ______________________________

Step 5: Explore the ArcGIS Server help

The ArcGIS Server help provides an overview of the entire ArcGIS Server system. In it,you will find descriptions of how to publish GIS content, create Web mappingapplications, and administer ArcGIS Server components. You will also find informationabout the various editions of the software and helpful tutorials to walk you through somecommon tasks.

The ArcGIS Server help documentation provides information about authoring,publishing, and consuming GIS services. There are several additional sources of helpavailable that describe working with the ArcGIS Server system. For help authoring GIScontent for ArcGIS Server, such as map and globe documents or custom geoprocessingmodels, you may wish to consult the ArcGIS Desktop help. The Developer help providesdocumentation and examples for creating custom applications that consume ArcGISServer services, and the ArcGIS Explorer help describes how to use this popular Webmapping client. For up-to-date ArcGIS documentation, you can also visit the online helpresources available at http://webhelp.esri.com.

You can access the ArcGIS Server help system in Manager via the Help link, or on yourdesktop using the Start menu.

Exercise 1


Click the Start button on your desktop and navigate to All Programs > ArcGIS >ArcGIS Server > ArcGIS Server Help.

Use the ArcGIS Server Help to answer the following questions:

Question 1: What three editions are available for ArcGIS Server?

______________________________________________________________________

Question 2: ArcGIS Server's optional extensions allow you to add capabilities to yoursystem and create applications leveraging advanced features. What is one extensionavailable for ArcGIS Server? Hint: Consult the topic ArcGIS Server editions.

______________________________________________________________________

Question 3: As you use ArcGIS Server, you will follow a workflow of three steps tomake your geographic information available through the server: What are these threesteps? Hint: Consult the topic Working with an ArcGIS Server system.

______________________________________________________________________

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Conclusion

You have now installed the data that you will work with in the upcoming exercises in thiscourse. If you have any problems accessing this data, please ask your instructor forassistance.

Step 6: (Optional) Create an ESRI Global Account

When navigating the ESRI Support Center, you may be asked to log in with an ESRIGlobal Account to access a particular page. If you want to access all of the Webresources that ESRI has to offer, you need a Global Account. Creating the account is freeand takes only a few moments.

If you don't already have an ESRI Global Account, open Internet Explorer.

Type support.esri.com in the Address bar of the browser window.

On the left side of the Web page, click the Create Account link under the ESRISupport Login section.

Exercise 1


In the form that displays, provide a user name and password of your choice and fill outthe remaining required fields (shown in bold).

When you have filled in the required fields, click "create my ESRI Global Account."

If the user name you chose is already taken, you will be prompted to choose another one.Your account will be created and activated upon confirmation of your e-mail address.



Answers to Exercise 1 Questions

Question 1: What three editions are available for ArcGIS Server?

Answer: The three editions are: Basic, Standard, and Advanced.

Question 2: ArcGIS Server's optional extensions allow you to add capabilities to yoursystem and create applications leveraging advanced features. What is one extensionavailable for ArcGIS Server? Hint: Consult the topic ArcGIS Server editions.

Answer: Extensions include: the 3D Extension, Data Interoperability Extension,Network Extension, and Spatial Extension.

Question 3: As you use ArcGIS Server, you will follow a workflow of three steps tomake your geographic information available through the server: What are these threesteps? Hint: Consult the topic Working with an ArcGIS Server system.

1. Author the GIS resource using ArcGIS Desktop.2. Publish the resource as a service using ArcGIS Server.3. Use the service through a client application.

Exercise 1


2ArcGIS Server

overview

Exercise 2: Explore ArcGIS ServerEstimated time: 45 minutes

Exercise 2: Explore ArcGIS Server


In this exercise, you will complete the entire process required to make GIS informationavailable on the Web. You will author content using familiar ArcGIS Desktopapplications, publish GIS services using both ArcCatalog™ and the ArcGIS ServerManager, and create a Web mapping application that will consume your services.

In this exercise, you will:

▪ Author content for a GIS service▪ Connect to a GIS server▪ Publish GIS services▪ Create a Web mapping application▪ Utilize a variety of clients for consuming GIS services▪ Explore the different types of GIS services that ArcGIS Server can provide

Step 1: Use ArcMap to author GIS service content

In this step, you will create a simple map document containing data you wish to publishas a map service. In general, the process of authoring a map document (.mxd file) forpublication in ArcGIS Server is no different than authoring any other map document.You can include as many data frames or layers as you wish, use the same vector andraster data formats as you would for any other map, and symbolize and label layers usingall available symbology.

There are performance considerations that you should take into account when authoringGIS content for the Web. You will learn various tips for optimizing your maps in a laterlesson.

Click the Start button on your desktop and navigate to All Programs > ArcGIS >ArcMap to start ArcMap™.

Exercise 2


!

When prompted, choose to start using ArcMap with a new empty map.

Click the Add Data button .

Navigate to the \Student\ISRV\Exercise02\California folder and select some layers toadd to your map. Choose whichever layers you like.

Use the Layer Properties dialog box to symbolize and label the layers as you like. Hint:To access a given layer's properties, right-click the layer name in the table of contentsand choose Properties.

Make sure to use hollow fill symbols for the state boundary or countylayers if they exist in your map.



When you are finished symbolizing the map layers, save your map document in the\Student\ISRV\Exercise02 folder. Name the new map California.mxd.

Close ArcMap.

You have successfully completed the first step required to publish GIS content on theWeb. As you have seen, you can author content for ArcGIS Server using familiar ArcGISDesktop applications such as ArcMap. You will now use another familiar application,ArcCatalog, to establish a connection to ArcGIS Server and to eventually publish yourmap document as a map service.

Step 2: Connect to the GIS server

There are two applications that can be used to publish and administer GIS services:ArcCatalog and ArcGIS Server Manager. In this step, you will use ArcCatalog toestablish a connection to the GIS server so you can begin working with GIS services.Regardless of the application you use, you must connect to ArcGIS Server with anadministrator account in order to publish or administer GIS services. The account you

Exercise 2


connect with must be 1) an administrator on the local machine, and 2) a member of theArcGIS Server Administrators group (agsadmin).

Before creating a connection, you will first make sure that your account is in the ArcGISServer Administrators group.

Use your operating system tools to verify that your account belongs to the agsadmingroup. Follow the set of instructions below that corresponds to your version of ArcGISServer.

For the .NET Framework

Right-click the My Computer icon on your computer's desktop and choose Managefrom the context menu to open the Computer Management window.

Note: If you do not have a My Computer icon on your desktop, click your Start menu >Control Panel > Administrative Tools > Computer Management.

Expand the Local Users and Groups folder.



Click the Groups folder.

Exercise 2


In the panel on the right, double-click the agsadmin group.

Verify that your account (login) appears in the agsadmin group.

Note: If your account does not appear here, click Add to add it to the group. If you havetrouble adding your account, ask your instructor for assistance. After adding youraccount, log out of your workstation and then log back on.

When you are finished, close the agsadmin Properties dialog box, the ComputerManagement window, and the Administrative Tools window.

For Java

Click the Start button on your desktop and click All Programs > ArcGIS > ArcGISServer for Java > ArcGIS Server Manager to start the ArcGIS Server Managerapplication.



When prompted with the login page, enter the user name and password for anadministrative user account and click Log In. Hint: You recorded your ArcGIS Serveradministrator user name and password in the last exercise on page 1-3.

Note: Your user name should be entered in the form <domain name>\<user name> (ifyou are logged in to your local machine, use the host name in place of a domain name).

At the top of the application, click the GIS Server tab.

Exercise 2


In the View panel on the left side of the application, click Users.

Verify that your account (login) appears in the users list as a member of the agsadmingroup.

Note: If your account does not appear here, make sure to add it to the group. If you havetrouble adding your account, please ask your instructor for assistance.

Close ArcGIS Server Manager.

Once you are sure that your account is part of the ArcGIS Server Administrators group(agsadmin), you can connect to your server in ArcCatalog and publish a new map service.

Click the Start button on your desktop and navigate to All Programs > ArcGIS >ArcCatalog to start ArcCatalog.



In the Catalog tree, expand the GIS Servers folder.

ArcCatalog allows you to establish connections with a variety of GIS servers, includingWMS (Web Map Server) servers, ArcIMS servers, and ArcGIS servers. Theseconnections might be to a server running locally on your machine, on your local network(intranet), or on the Internet.

Double-click Add ArcGIS Server.

You can create either user or administrative connections made to an ArcGIS server. Inorder to publish and administer GIS services, you will need to establish an administrativeconnection.

Exercise 2


In the first panel of the Add ArcGIS Server wizard, select the option to manage GISservices (as opposed to simply using them).

Click Next.

On this panel, you will enter your server's URL. The URL is built using the host name(your machine name) and ArcGIS Server instance name in the format http://<hostname>/<instance name>/services. For example, the URL for a GIS server runninglocally on a machine called "Servo" using the default ArcGIS Server instance name"ArcGIS" would be http://Servo/ArcGIS/Services.

Enter your server's URL. Hint: You recorded your host name and ArcGIS Serverinstance name in the last exercise on page 1-3.

Next, enter your host name.

Click Finish to complete the wizard and create the connection to your GIS server.

Your new GIS server connection appears in the GIS Servers folder. The name of yourconnection should be "<host name> (admin)" (where "<host name>" is the name of yourmachine).



Right-click the connection and choose Server Properties from the context menu.

Use the tabs on the ArcGIS Server Properties dialog box to explore the default settingsfor your GIS server.

Question 1: Where are the server log files written?

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Question 2: What is the current logging level?

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Question 3: How many host machines are managed by the server?

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Question 4: What are the three types of directories used by ArcGIS Server?

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Exercise 2


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Question 5: What are some types of GIS services that can be hosted by this server?

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Close the ArcGIS Server Properties dialog box when you are finished.

Now that you have established an administrative connection to the ArcGIS server runningon your machine, you have the ability to control which GIS services are provided andhow they are made available to people who may wish to use them. In the next step, youwill publish the California.mxd map document you created earlier as a new map service.

Step 3: Publish a map service using ArcCatalog

Once an administrative connection has been established, it is simple to publish, start, orstop GIS services using ArcCatalog. In this step, you will use one of the wizardsavailable in ArcCatalog to publish your map document as a new map service. ArcCatalogcan also act as a simple client for viewing services. Once you have published your map,you will use ArcCatalog to preview the service and verify that it is running.

In the Catalog tree, navigate to the \Student\ISRV\Exercise02 folder and locate theCalifornia.mxd map document you created earlier.

Right-click the map and choose Publish to ArcGIS Server.

On the first panel of the wizard, change the service name to CaliforniaService.

GIS service names cannot contain a space.



On the same panel, choose the option to create a new folder.

Name the new folder Maps.

Click Next.

In the following panel, keep the default capabilities checked (mapping only) and clickNext.

Click Finish to complete the wizard.

This is the quickest and easiest way to publish a GIS service. By right-clicking a GISresource (map document, globe document, geodatabase, address locator, etc.) inArcCatalog, you are only a few mouse clicks away from creating a GIS service. Whilethis method does not allow you to specify many of the available preferences for the newservice, you can always edit these properties later.

Upon completing the wizard, you see the service listed under your server folder (in theMaps folder that you specified). You will now preview the service to verify that it isrunning as expected.

Exercise 2


In the Catalog tree, click the CaliforniaService listing under your server folder.

On the right, click the Preview tab to view the map service.

Use some of the navigation tools (Pan, Identify, Zoom In, Zoom Out) to interact withthe map.

When you are done exploring the map service, close ArcCatalog.

ArcCatalog is a familiar ArcGIS Desktop application that can be used to publish andadminister GIS services. ArcGIS Server provides another application for managing yourGIS server, working with services, and even creating Web mapping applications: theArcGIS Server Manager. In the next step, you will learn how to publish services usingthis application.



Step 4: Publish a map service using ArcGIS Server Manager

ArcGIS Server Manager is a Web-based application for administering a GIS server andany of the GIS services that it provides. As with using ArcCatalog to manage your server,an administrator login is required to use the tools available in the ArcGIS ServerManager. In addition to publishing and administering GIS services, the ArcGIS ServerManager contains wizards that allow you (as a member of your server's Administratorsgroup) to easily produce a Web mapping application to consume these services.

In this step, you will log in to Manager and use it to publish another map service. Youwill also use it to start and stop services and to view their properties.

Start ArcGIS Server Manager. Hint: Click the Start button on your desktop and clickAll Programs > ArcGIS > ArcGIS Server > ArcGIS Server Manager.

Note: Depending on the version of ArcGIS Server you are using, you will either seeArcGIS Server for the Microsoft .NET Framework or ArcGIS Server for Java (e.g., AllPrograms > ArcGIS > ArcGIS Server for the Microsoft .NET Framework > ArcGISServer Manager).

When prompted with the login page, enter the user name and password for anadministrative user account and click Log In. Hint: You recorded your ArcGIS Serveradministrator user name and password in the last exercise on page 1-3.

Note: Your user name should be entered in the form <domain name>\<user name> (ifyou are logged in to your local machine, use the host name in place of a domain name).

Exercise 2


The functionality provided by Manager is organized into three categories: Services,Applications, and GIS Server. The tabs at the top of the application allow you to publishand manage GIS services, create Web mapping applications, or administer your GISserver, respectively.

Click the Services tab at the top of the page.

The left side of the application shows the folders that have been created to contain yourservices.

Click the Maps folder.

The contents of the Maps folder display on the right.

Notice that the CaliforniaService map service you created in the last step usingArcCatalog is displayed in Manager. Services published using one application can beadministered in the other and vice versa.



At the top of the Services panel, click Publish a GIS Resource.

You see the Publish a GIS Resource wizard. This wizard is more or less a Web version ofthe ArcCatalog Publish to ArcGIS Server wizard that you used to publish your firstservice.

In the first panel, click the Resource down arrow and navigate to the Tahoe.mxd mapdocument in the \Student\ISRV\Exercise02 folder.

Note: Only shared folders will appear in the Resource drop-down list. If you wish topublish a resource that does not appear here, you will first need to use operating systemtools to designate the containing folder as shared. As part of the setup for this course,your \Student\ISRV folder has been configured as a shared folder.

Name the new service Tahoe and publish it in the existing Maps folder.

Click Next to move to the next panel.

Keep the default capabilities (mapping only) and click Next.

Click Finish to publish the Tahoe service.

On the Services tab of Manager, expand the listings for your map services to view theirproperties and a thumbnail preview.

Note: Don't worry about things you see that you might not understand yet (such aspooling and capabilities). You will learn about them later in the course.

Exercise 2


Try starting and stopping your services: check the service(s) you wish to start or stopand click the appropriate button at the top of the Services panel.

When you are finished, leave both services running.

Now that you have a couple of map services running on your GIS server, you will createa Web mapping application that will allow users to interact with your services from anordinary Web browser.

Step 5: Create a Web mapping application

While both ArcCatalog and ArcGIS Server Manager can be used to publish and manageGIS services, only Manager has the ability to create new Web mapping applications. Inthis step, you will use the wizard-driven tools in Manager to create a client applicationthat will consume your new map services. You will see how easy it is to produce a Webmapping application using Manager and will become familiar with some of the optionsavailable when creating such a client.

In Manager, click the Services tab to view the GIS services currently available on theserver.

When you create a Web application, only services that are currently running will beavailable to you.

You want to use all your services in your Web application, so make sure that the statusfor all of them is listed as Started. If a service is stopped, check the box next to theservice and click Start.

At the top of the Manager application, click the Applications tab.



The Web Applications panel displays a list of applications you've created previously (ifany). In addition to creating new applications, Manager also allows you to delete or editexisting applications.

At the top of the Web Applications panel, click Create Web Application.

Manager will now step you through a series of wizard panels to create the newapplication.

In the first panel, specify the name and description for the new application as shownbelow (for the host, keep the default value, which is the name of your machine):

▪ Name: California Web App▪ Description: A simple Web mapping application created using Manager.

Click Next.

You will now be prompted for the map services you wish to include in your newapplication. You can add as many map services as you like when building a Webapplication, but should only add those that make sense in the same Web mappingapplication. Each service in the output application will be shown as a separate grouplayer in the table of contents.

Exercise 2


In order to access the services you've created, you will need to establish a connection toyour GIS server.

Under the Available Services list box, click Add GIS Server.

In the dialog box that appears, choose to create an ArcGIS Server local connection.



Type the name of your server in the Host text box.

Click Add Server.

The new connection is appears in the Available Services list box. If you expand the folderfor this connection, you will see the services you created earlier.

Use the same process to add an Internet connection to your server.

You have now established two distinct connections to your local GIS server: one thatuses communication over the local area network, and one that uses HTTP over theInternet. You may use either connection to choose map services for your Web mappingapplication. The decision to use one type of connection or the other will be driven bywhether or not you need to use your Web server's built-in security features (Internetconnection), or the type of functionality you require for the application (e.g., editingrequires a local connection).

Expand the folder for your Internet GIS server connection.

Exercise 2


Choose the CaliforniaService map service from the local connection, then click Add toadd it to the Selected Services list box.

Repeat to add the Tahoe map service.

Click Next.

The next panel will prompt you for GIS the tasks that you wish to include in the newapplication. Many of these tasks require a supporting GIS service. The Find Address task,for example, requires a geocoding service. If you do not have the required supportingservice, you cannot include such a task.

Do not choose to add any tasks (you will work with these later in the course). ClickNext.

On the Set Page Properties panel, give a title and a theme for the application (you maykeep the defaults or provide your own).

Click Next.

Keep all the default settings on the Enable Map Elements panel (include all elements).

Click the Settings button for the North Arrow element, and select your favorite northarrow symbol.



Click Next.

The last panel of the wizard shows a summary of your new Web mapping application.

Question 6: What is the URL of your new Web application?

______________________________________________________________________

______________________________________________________________________

On the summary panel, make sure that the option to view the Web application in a newbrowser window is checked.

Click Finish to complete the application.

Your application opens in a new browser window.

Note: Pop-up blocking software may prevent the application from launching when youcomplete the wizard. If this is the case, start the Web mapping application by clicking itshyperlink on the Applications tab of Manger.

You will now explore the application a little to get a feel for the kind of functionality itdelivers and to see the effect of some of your configuration choices.

All Web mapping applications that you build with Manager will have the same basiclayout that you see in this application. The largest portion of the application is used for

Exercise 2


the map display, the console area along the left contain tools (such as a layer list andoverview) for working with the map, and a toolbar near the upper left of the applicationcontains familiar tools for interacting with the map (such as Zoom In, Zoom Out,Identify, and Pan).

Use the interactive navigation tools to zoom in and pan around a section of the map.

When you build a Web mapping application with Manager, a help system is alsoprovided to assist your users in working with the map. You can edit these help documentsto add/remove information, redesign their appearance, add your own logos, etc.

Next, you will explore the default help system provided in a Web mapping application.

Click the Help link in the upper right of the application to open the help page.

Use the help to answer the following questions about interacting with the map:



Question 7: What is the keyboard shortcut for zooming in on the map?

______________________________________________________________________

Question 8: When interacting with the map, what effect does spinning the mouse wheelbackward have?

______________________________________________________________________

Close the help window.

Click a feature on the map using the Identify tool.

The Results panel in the Web mapping application is used to display information returnedby tools such as Identify.

Expand the listings in the Results panel and examine the information returned.

All the windows along the left side of the application can be expanded or collapsed asneeded to save space.

Experiment with the control on the Results panel for expanding or collapsing thewindow.

All the windows in the application can be docked or floated.

Exercise 2


Experiment with the control for docking or floating the Results window.

Expand the Map Contents window, if it is not already expanded.

Notice that the map services used for your application are displayed as group layers in theMap Contents window. By expanding the folder for one of the services, you can see allthe layers it contains. You can click the check box next to the map service folder to turnon or off all layers for that service, or you can toggle each layer's visibility individuallyusing the check box next to each layer name.

When configuring a new Web mapping application, you can choose to restrict users fromtoggling layer visibility. You may also hide layer symbology if you wish.

Experiment with turning individual layers on and off.

Expand the Navigation window on the left side of the application.

You see the north arrow symbol that you chose in the wizard.

Point your mouse pointer over the north tip of the north arrow, then click and holddown your mouse button.

The map continuously pans north as long as you hold the mouse button down.

Use the control to pan in other directions.

Note: The Navigation control allows you to pan in eight directions: N, NE, E, SE, S,SW, W, and NW.



Expand the Overview window.

The Overview window contains a map of the full map service extent, with the currentextent of the main map shown with a red rectangle. When configuring a Web application,you can choose which map service to display as the overview map.

Click the red rectangle in the Overview window and drag it to a new location.

Notice that the extent of the main map is updated as you move the rectangle.

When you are finished exploring your Web application, close the browser window andthe Manager window.

In this step, you've seen how easy it is to use Manager to build a Web mappingapplication that uses your map services. In the next step, you will use ArcGIS® Explorer,a powerful, freely downloadable, out-of-the-box client, to work with your map services.

Step 6: Use ArcGIS Explorer to view services

ArcGIS Explorer is an out-of-the-box application that can be used to work with GISservices. It has a similar look and feel to a Web mapping application built with Manager,but provides additional functionality, such as the ability to view data in three dimensionsand to combine data from multiple map services on the fly.

As you will soon see, the most compelling aspect of working with ArcGIS Explorer is theadvanced 3D visualization of GIS information that it provides. Maps displayed in ArcGISExplorer are draped over a globe, resulting in a more realistic and interestingrepresentation of geographic features.

ArcGIS Explorer can be installed from the ArcGIS Server installation CD or downloaded(free of charge) from the ESRI Web site.

Click the Start button on your desktop and navigate to All Programs > ArcGIS >Explorer to start ArcGIS Explorer.

Note: When ArcGIS Explorer starts, you may be prompted to set your Home Server.The Home Server is the ArcGIS server that ArcGIS Explorer initially connects to whenthe application starts.

If prompted, set the ArcGIS Explorer Home Server to the ESRI server.

When the application starts, the default map from the ESRI server displays in ArcGISExplorer's main window.

Exercise 2


Note: If you start ArcGIS Explorer without an Internet connection, you will see awireframe lattice of the globe instead of the default map.

The navigator control (on the lower left of the window) allows you to zoom in and out, toadjust the tilt, and to rotate the globe.

Take a few moments to experiment with the ArcGIS Explorer navigator control tointeract with the map.

In addition to the navigator control, ArcGIS Explorer also contains tasks for interactingwith the data in the map. Along with the tasks that are available out-of-the-box, ArcGISExplorer allows you to configure custom tasks to plug in to the application. Tasks canalso be developed for standard Web mapping applications built with Manager. You will



learn how to create a custom task for ArcGIS Explorer, as well as configure tasks for usein a Web mapping application, in a later section.

If necessary, expand the Tasks window on the left side of the application window.

In the list of available tasks, click the Find Place task to activate it.

Note: You can also activate a task in ArcGIS Explorer by clicking the carat to the farright of the task name and choosing Activate from the context menu.

When you activate a task, controls for providing the required inputs are shown in theTask Center window (in the ArcGIS Explorer console). After activating the Find Placetask, you see fields for entering a place name and (optionally) a country to define yoursearch.

Type Timbuktu for the place name to find. Do not specify a country for the search.

Click Find to begin the search.

Similar to the Web mapping application you created earlier, the ArcGIS Explorer consolecontains a Results window to display information returned from a task. Once your searchcompletes, you should see a single match: Timbuktu, Mali.

Exercise 2


In the Results window, right-click the matched record and choose Zoom.

ArcGIS Explorer rotates the globe and zooms in on Timbuktu (in Northern Africa).

ArcGIS Explorer is a powerful out-of-the-box client for consuming a variety of GISservices. You will continue to work with ArcGIS Explorer as an ArcGIS Server clientthroughout this course.

If you would like to view some more maps in ArcGIS Explorer, go on to the optionalnext step. Otherwise, close ArcGIS Explorer without saving the map.

Step 7: (Optional) View other ArcGIS Explorer maps

In addition to the default globe that is initially loaded when you start ArcGIS Explorer,there are several other globes and maps available from the ESRI ArcGIS Server that youcan open and explore.

From the File menu, choose Open.

If prompted to save changes, click No.

In the Open Map dialog box, choose ArcGIS Explorer Resource Center from thedrop-down list and click OK.

The ArcGIS Explorer Resource Center is a Web page hosted by ESRI that allows you touse globes hosted by the ESRI ArcGIS Server.



Exercise 2


Click one of the available globes or 3D basemaps from the page. When prompted toopen or save the file, choose Open.

The globe or map that you chose appears in the display area.

Take a few moments to navigate the new globe and/or explore other maps and globes.

When you are finished viewing the sample globes, close ArcGIS Explorer withoutsaving the map, and close your browser window.

Conclusion

In this exercise, you carried out all the steps required to make GIS data available on theWeb: you authored content using familiar ArcGIS Desktop applications, published GISservices using ArcCatalog and ArcGIS Server Manager, and finally, you consumed GISservices in an out-of-the-box client (ArcGIS Explorer) and a Web mapping clients (whichyou built using Manager).




Question 1: Where are the server log files written?

Answer: By default, server logs are written under the ArcGIS installation folder,<ArcGIS Install Dir>\server\user\log (e.g., C:\ProgramFiles\ArcGIS\server\user\log\).

Question 2: What is the current logging level?

Answer: The default logging level is 3, which means that only administrativemessages, errors, and warnings get written to the log files.

Question 3: How many host machines are managed by the server?

Answer: Depending on your installation, there will be at least one, but there may beseveral host machines managed by the server. The simplest installation will use asingle host machine (the GIS server itself).

Question 4: What are the three types of directories used by ArcGIS Server?

Answer: ArcGIS Server uses cache, jobs, and output directories. By default, thesedirectories are located under the ArcGISServer folder (e.g.,C:\ArcGISServer\cache).

Question 5: What are some types of GIS services that can be hosted by this server?

Answer: Depending on your installation of ArcGIS Server, you may have thefollowing types of available services: geocode, geodata, geoprocessing, globe, and/ormap.

Question 6: What is the URL of your new Web application?

Answer: Answers will vary depending on your host name. The URL for Webmapping applications built with Manager take the form http://<hostname>/<application name>/.

Question 7: What is the keyboard shortcut for zooming in on the map?

Answer: The keyboard shortcut for zooming in on the map is to hold both theSHIFT key and the PLUS SIGN (+) key.

Exercise 2


Question 8: When interacting with the map, what effect does spinning the mouse wheelbackward have?

Answer: Moving the mouse wheel backwards will zoom out from the map.(Likewise, moving the wheel forward will zoom in.)



3Map and globe

services

Exercise 3: Work with map and globeservicesEstimated time: 45 minutes

Exercise 3: Work with map and globe services


In this exercise, you will work through the entire process required to build a "parcelsearch" Web mapping application. You will begin by authoring two GIS servicesrequired for the application: a map service and a geocoding service. You will then createa new Web mapping application using Manager and configure tasks in order toincorporate additional GIS functionality into your application.

You will also be introduced to globe services. Content for globe services is authoredusing ArcGlobe™ and may be consumed by ArcGlobe, ArcGIS Explorer, or certaincustom applications (built using the ArcGIS Engine Web Control). Additionally, you willexplore the ArcGIS tools available for building map and globe service caches to improveservice performance, and you will become familiar with the options that are availablewhen building such caches.


▪ Author and publish a map service▪ Publish an address locator to create a geocoding service▪ Add and configure the Find Address task in a Web mapping application▪ Add and configure the Query Attributes task in a Web mapping application▪ Author, publish, and consume a globe service▪ Explore cache building tools and options for map and globe services

Step 1: Author a map document

As the GIS manager for a small town, you would like to create a Web mappingapplication that runs in a kiosk in the lobby of the City office building (and is alsoavailable via the Internet). Ideally, the application should provide up-to-date informationregarding parcels throughout the city, and should be searchable using the parcel ID. Ifpossible, you would also like to include the ability to locate addresses using the city'sstreet database.

To begin the process of developing the application, you will author a map document toserve as the map service. You will then create an address locator to serve as thegeocoding service for the application. After publishing the required GIS services, youwill use Manager to create a Web mapping application and include the appropriate tasksto deliver the functionality you need.

Exercise 3


Start ArcMap with a new empty map document.

Click the Add Data button and navigate to the \Student\ISRV\Exercise03 folder.

Add Streets.shp.

Click the Add Data button again, and this time navigate to the Wilson ArcSDEgeodatabase.

Add the Parcels feature class as a layer to the map.

Use ArcMap to symbolize the layers as you would like them to appear in the mapservice.

When you are finished, save the map document in the \Student\ISRV\Exercise03folder. Name the map ParcelMap.mxd.

Close ArcMap.

Step 2: Create an address locator

In order to enable users of your Web mapping application to locate addresses throughoutthe city, you will need to create an address locator. In this step, you will use ArcCatalogto create a new locator based on the city's streets dataset (the same one you added toParcelMap.mxd in the previous step).

Start ArcCatalog.

In the Catalog tree, navigate to the \Student\ISRV\Exercise03 folder.



Right-click the \Student\ISRV\Exercise03 folder and choose New > Address Locator.

Exercise 3


In the Create New Address Locator dialog box, scroll down and select US Streets asthe style for the locator.

Click OK.

Depending on the style you choose for an address locator, you will be prompted for areference dataset and a set of required attributes for successfully locating an address. Forthe US Streets style, you will need to point to a street dataset that contains (at aminimum) attributes for street name and for house number ranges on the left and rightside of the street. ArcCatalog will try to determine these fields for you based on fieldnames in the dataset.

In the New US Streets Address Locator dialog box, type FindAddress as the name ofthe new locator.

For Reference data, browse to the \Student\ISRV\Exercise03 folder and add theStreets.shp shapefile.

The Fields information for the locator fills in for you automatically. Your dialog boxshould look like the following graphic.



Click OK to create the address locator.

Your new locator, FindAddress, now appears in ArcCatalog.

Step 3: Create a map service and a geocoding service

Now that you have created the necessary GIS objects (map document and addresslocator), you will publish them as GIS services for use in your Web mapping application.

In ArcCatalog, navigate to the \Student\ISRV\Exercise03 folder.

Exercise 3


Right-click the ParcelMap.mxd document you authored earlier and choose Publish toArcGIS Server.

Leave the default name for the new service (ParcelMap).

Choose to publish the service in the (existing) Maps folder.

Click Next.

On the following panel, leave the default settings for capabilities.



Click Next.

In the summary panel, click Finish to create the ParcelMap service.

You will now use the same basic process to publish the address locator as a GIS service.

In the Catalog tree, navigate to the FindAddress locator you created earlier (in the\Student\ISRV\Exercise03 folder).

Right-click the address locator and choose Publish to ArcGIS Server.

In the Publish to ArcGIS Server wizard, leave the default name of FindAddress for thenew service.

Exercise 3


Choose to publish the service in a new folder called Locators.

Click Next.

In the summary panel, click Finish to create the new geocoding service.

You now have all the services necessary to deliver the functionality you were hoping forin your Web mapping application. All you need to do now is use Manager to create theapplication and configure the functionality you need.

Once both of the services are created and running, close ArcCatalog.

Step 4: Create a parcel search application

You have already used Manager to create a simple Web mapping application. In this step,you will create a Web mapping application that contains additional functionalitydelivered through tasks. Specifically, you will add and configure a task for locatingparcel features using a parcel ID and another for locating addresses along the city's streetnetwork.



Start ArcGIS Server Manager and log in to the application.

Click the Applications tab at the top of Manager.

Click Create Web Application to begin creating a new Web mapping application.

In the first panel of the wizard, type Parcel Search as the name of the application.

For description, type A kiosk application that allows users to find parcels oraddress locations.

Click Next.

Exercise 3


In the following panel, expand the Internet connection to your server and select theMaps/ParcelMap map service. Add this service as a layer in the application.

Click Next.

In the next panel, add the Find Address and Query Attributes tasks, as shown below.

Click the Supporting Services tab.



Expand the Internet connection to your server and add the Locators/FindAddressservice as a supporting service.

Some tasks, such as Find Address and Geoprocessing, require a supporting GIS service inorder to function. You will work with the Geoprocessing task (and its supporting service)in lesson four.

Click the Select Tasks tab to return to the tasks panel.

Exercise 3


Select the Find Address task in the task list and click Configure.

Each task that you add to a Web mapping application has settings that you can configurefor controlling task behavior and appearance.



In the configuration dialog box for the Find Address task, keep all the default settingsand click OK.

You will now configure the Query Attributes task to perform the appropriate parcelsearch (locate features using the parcel ID).

Click the Query Attributes task in the task list, then click Configure.

In the Query Settings portion of the dialog box, choose Parcels as the layer to query.

Exercise 3


!

Click Add to create a query expression.

In the dialog box that appears (shown below), type Select Parcel ID: as the label text.

Choose MBL as the field to query (this field contains a unique ID for each parcel).

If you do not see the MBL field appear in the list, close the dialog boxand verify that you chose the Parcels layer in the previous dialog box.

Choose equals (=) as the operator to use in the expression.

For the value to search, choose Select from list.

When configuring this task, you have the option of letting the user type in a value for thequery, or simply choosing a value from a list. Since there are not too many parcels in thisdataset, you will allow the user to choose the parcel ID from a list.



Click Get Sample Values to get the complete list of values for this field.

When you have completed configuring the query expression, click OK.

Type Find Parcel by ID as the task name.

Exercise 3


Click OK to complete the configuration for this task.

Click Next on the Select Tasks panel.

Click Next in the remaining panels of the Web mapping application wizard (accept alldefault settings).

On the final panel of the wizard, click Finish.

If your new application does not start, click the appropriate link in the WebApplications panel to start it.

You will now test the new Web mapping application to make sure the tasks you'veconfigured will accurately locate parcels and addresses throughout the city.



Step 5: Test the parcel search application

Before releasing the Parcel Search application to the public, you will test it to make sureit works as expected. You will search for a few parcels and try to locate some addresses.Once you are satisfied that your application works, you will set up the kiosk machine inthe lobby and make the site public!

If it is not already running, start the Parcel Search Web mapping application.

In the application's Tasks window, you should see the two tasks that you configured: FindAddress and Find Parcel by ID. To start, you will use the Query Task to locate a parcelusing its ID.

Click the Find Parcel by ID task to launch it.

Exercise 3


Choose any parcel ID from the drop-down list.

Click Find to execute the task.

Once execution of the task has completed, the Results window should indicate that onematch was found. Since the parcel ID is unique, and you chose to fill the task drop-downlist with values from the dataset, you should always have exactly one match each timeyou run the task (excluding IDs such as "unknown," etc.).

Expand the listing for the task results.



Right-click the record for the parcel feature that was found and choose Zoom to.

Try finding a few more parcels using the Find Parcel by ID task to make sure the taskworks consistently.

Once you are confident that the query task works well, you will test the Find Addresstask by searching for a few familiar addresses throughout the city.

Close the Find Parcel by ID task by clicking the "X" in the upper-right corner of thedialog box.

In the Tasks window, click the Find Address task to launch it.

Exercise 3


In the text box, type the address for the city office building, which is 620 Viola St, andclick Find.

If the address locator and resulting geocoding service were created correctly, you shouldhave a match for the address in the Results window.

In the Results panel, expand the listing for 620 Viola St.

If it is not already checked, check the check box next to the address.

Right-click the location that was matched, and choose Zoom to.

You should see a cyan (light blue) push pin at the location that was matched.



!Next, you will test an address identified by a street intersection.

In the Find Address task, type Reid St @ Nash St and click Find.

When geocoding a street intersection with a Web mapping applicationtask, make sure to use the @ or the | symbol for the "and" portion ofthe address. Do not use the ampersand (&) symbol, as this may causean error.

Expand the results for the Find Address task.

Since Reid Street meets Nash Street at two intersections, you should have two matchesfor this address.

Exercise 3


With very little effort, and some standard ArcGIS Server Web mapping application tasks,you have produced an application that makes information about your city more accessibleto its inhabitants. As interest in the application grows, perhaps you will update it toinclude information about voter precincts and polling locations, local schools, publictransportation schedules, etc. Perhaps you will add additional functionality, such as theability to get driving directions.

Step 6: Author content for a globe service

ArcGlobe is used to author globe documents (.3dd), which can then be published as globeservices. Globe services provide the unique ability to visualize GIS data in threedimensions. When consumed either by ArcGlobe or ArcGIS Explorer, individual layersfrom the published service can be draped over a globe and displayed with other datasets.

Click the Start button on your desktop and navigate to All Programs > ArcGIS >ArcGlobe to start ArcGlobe.

When ArcGlobe opens, click the Add Data button .

Navigate to the \Student\ISRV\Exercise03 folder and select the Giza.lyr layer.



Click Add to add the layer to the globe.

This is a high-resolution satellite image of the Giza plateau in Egypt (just south of Cairo)showing the famous pyramids of (from northeast to southwest) Khufu (Cheops), Khafre,and Menkaure. The image is at a 61-centimeter cell resolution, which means that eachcell (pixel) in the image represents 61 centimeters on the ground.

Right-click the new layer in the table of contents and select Zoom To Layer.

In the ArcGlobe table of contents, drag the new layer to the top of the layer list (it iscurrently being obscured by the Continents layer).

Exercise 3


Note: When a globe service is published from a globe document, globe properties (suchas sun angle, background colors, and even layer order) do not carry over. Whenconsuming a globe service, the client works with individual layers from the globe and notwith the service as a whole. Changing the layer order, therefore, has no effect on theoutput globe service; it simply allows you to get a better idea of what the image will looklike when consumed from the service.

Save the current document in the \Student\ISRV\Exercise03 folder. Name thedocument Pyramids.3dd.

Close ArcGlobe.

You will now use ArcCatalog to publish a globe service from the document you authoredabove.

Step 7: Use Manager to publish a globe service

Like map services, a globe service can be published using either ArcCatalog or ArcGISServer Manager. Publishing a globe service requires the 3D Server extension for ArcGISServer. In this step, you will use the Add New Service wizard in ArcCatalog to publish aglobe service using the Pyramids.3dd document you authored in the previous step. Youwill also examine the properties that are available for a globe service.

Start ArcCatalog.

In the Catalog tree, expand the GIS Servers folder and locate your GIS server.

You will begin by making a folder to organize your globe services.



Right-click your GIS server and choose New Folder.

A new folder (appropriately named New Folder) is added beneath the server folder inArcCatalog.

Type Globes as the name of the new folder.

You will now publish a new globe service (from the Pyramids.3dd document) in theGlobes folder.

In the Catalog tree, right-click the Globes folder and choose Add New Service.

The quickest way to create a new service is to right-click the object to publish (map,globe, locator, etc.) and choose Publish to ArcGIS Server. The Add New Service option,however, allows you to initially define more preferences for the service rather thansimply taking default values for them. Although you will not change most of thesevalues, you will use the Add New Service wizard in order to see the preferences that areavailable.

Exercise 3


In the first panel of the Add GIS Service wizard, choose to publish a globe service.Name the new service Pyramids.

Click Next.

In the following panel, navigate to the Pyramids.3dd globe document in your\Student\ISRV\Exercise03 folder.



Choose the default ArcGIS Server cache directory from the drop-down list.

Click Next.

In the next panel, keep the default settings for Web access and operations allowed.

Notice that, unlike map services, globe services have a single capability, Globe, which isalways enabled. Globe services also have three operations allowed options: Globe,animation, and query.

Click Next.

Keep the default settings for Pooling and Timeouts and click Next.

In the next panel, keep the default settings for the isolation level and recycling.

Exercise 3


Note: Settings such as pooling, timeout, recycling, and isolation level can have animpact on functionality and performance. The ArcGIS Server documentation containsdetailed information regarding these settings.

Click Next.

The final panel of the wizard displays a summary of the settings you've provided for thenew globe service. You have a choice to start the service upon completing the wizard, orstarting the service manually later.



Choose to start the globe service right now.

Click Finish to create the service.

You should see a listing for the new Pyramids service in your GIS server's Globes folder.

If you forgot to start the service upon completing the wizard, right-click it now andchoose Start.

Since they are fairly specialized services for interacting with 3D data, globe services havea limited number of clients available for consuming them: ArcGlobe and ArcGISExplorer. In the next step, you will use ArcGIS Explorer to view the Pyramids globeservice.

Exercise 3


Step 8: Consume the globe service from ArcGIS Explorer

ArcGIS Explorer is likely to be the most common client for users wishing to view yourglobe services. In addition to 3D visualization, one of the most powerful features ofArcGIS Explorer is its ability to combine data from several map services (running on alocal or remote GIS server) in a single ArcGIS Explorer session. You also have theability to save your map locally (.nmf) even if it references data from remote servers(such as ESRI).

Click the Start button on your desktop and navigate to All Programs > ArcGIS >Explorer to start ArcGIS Explorer.

When the application starts, the default map from the ESRI server displays in ArcGISExplorer's main window.

Note: If you start ArcGIS Explorer without an Internet connection, you will see awireframe lattice of the globe instead of the default map.

From the File menu, choose Add Content.

On the left of the Add Content dialog box, click Servers.



At the top of the dialog box, click ArcGIS Server in the Create New Connection group.

Provide the URL for your GIS server. Remember that the form of the URL ishttp://<host name>/<ArcGIS Server instance/Services.

Note: Refer to your notes in the first exercise for the host name and server instance foryour installation.

Click OK.

Once you have created a connection to your server, expand the listing for the serverand for the Globes folder to locate the Pyramids service.

Exercise 3


Expand the listing for the Pyramids service and select the Giza layer.

Click Open to add the layer to ArcGIS Explorer.

The Giza layer is now listed in the Explorer Contents panel. Since the new map service islocated on the other side of the globe, you will need to zoom to it before it becomesvisible.

In the Contents window, right-click the Giza layer and select Zoom to Layer.

ArcGIS Explorer rotates and zooms the globe to position the extent on the Giza layer.This layer provides a higher-resolution view of the terrain displayed in the underlyingESRI service. ArcGIS Explorer allows you to set transparency for layers in the map inorder to view the features drawn underneath.

Use the Explorer Navigation control to zoom in closer to the pyramids displayed in theimage.



If you like, tilt the surface to see the 3D effect of the globe.

Right-click the Giza service in the Contents window and select Transparency.

Slowly move the transparency slider up and then back down to see the effect in themap display.

The ability to set transparency for layers in ArcGIS Explorer can be very useful whendisplaying layers that may obscure the terrain beneath, such as land-use polygons orDRGs (digital raster graphs).

When you are finished working with the map, save it in the default location with thename Pyramids.nmf.

Close ArcGIS Explorer.

The next time you open this map, data from the ESRI service and the local Pyramidsservice will be loaded again and your transparency settings will be applied.

Exercise 3


Step 9: Explore caching options

The term caching is used often in the context of the Internet and Web applications.Caching is simply the use (and reuse) of pre-rendered images to save the Web serverfrom doing more work than it needs to. Caching for ArcGIS Server can dramaticallyimprove performance for clients who consume map or globe services.

In this step, you will become familiar with the basics of caching for map services andexplore some of the tools and options available for working with caches.

Start ArcCatalog.

In the Catalog tree, expand the listing for your GIS server.

Expand the Maps folder.

Right-click your CaliforniaService map service and select Service Properties.

On the Map Service Properties dialog box, click the Caching tab to view properties ofthe service's cache.

Note: Caching properties are not available unless the service is running.



Question 1: What is the physical path to this service's cache?

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

Click Generate to run a tool for creating a map service cache.

Note: The Generate Map Server Cache tool is also accessible in ArcToolbox™.

The Generate Map Server Cache tool gives you a lot of control over how the map cacheis created. As you become more familiar with the options that are available here, you maywish to use them to customize your cache output. For now, you will mostly use defaultsettings for the cache.

Scroll through the Generate Map Server Cache options until you reach the Number ofScales field.

Map server caches can be created at a variety of user-defined or predetermined scales. Asdata is requested at different extents, a pre-rendered image from the nearest scale can bepulled from the cache and resampled for display on the client. If you choose Standard asthe method for determining caching scales, ArcGIS will calculate which scales to use(based on the number of scales requested). If you want more control over the cachingscales, you can select Custom and then enter the scales manually.

Exercise 3


Type 5 for the number of scales.

When you leave the scales text box (by clicking outside the text box or hitting your TABkey), the scales calculated by ArcGIS for the cache will be displayed in the Scale textarea. The first scale level is determined by dividing the scale of the map service's fullextent by two. Each subsequent scale level is determined by simply dividing the previousscale by two.

Scroll to the bottom of the Generate Map Server Cache dialog box.



Click Cache Type (Optional) to expand it.

There are two types of caches available for a map service: Fused (the default) andMultilayer. In a fused cache, all layers in the service are displayed in the cached images.A multilayer cache, on the other hand, allows you to create individually cached imagesfor selected layers in the service.

In general, fused caches result in better performance, since the map server no longerneeds to read data for the layers (it simply serves images from the cache to the client).When the service is viewed on the client, however, individual layers cannot be toggled onor off, and any changes to the underlying data will not be updated in the service (until thecache is refreshed).

A multilayer cache has the advantage of allowing client applications to toggle layervisibility. More importantly, it ensures that changes to a layer's data will be instantlyreflected in the client.

Exercise 3


When creating a cache for your map service, it is therefore important to determine whichlayers should be cached (static map content), and which ones should be drawn using callsto the underlying database (dynamic content).

Choose to create a multilayer cache.

In the list of input layers, check all but one of the map service layers.

Note: The layers in your service will likely vary from those shown in the followinggraphic.

Click OK to build the cache.

You see a confirmation like the following when the tool is completed.



Click Close.

Depending on the size of your map service, the number of layers, the processing speed ofyour computer, and (most importantly) the number of scales, building a map server cachemay take a while. The simple cache for this map service should not have taken long tocomplete.

Click OK on the Map Service Properties dialog box.

Close ArcCatalog.

You will now view the map service to see if caching has any effect on the map display orperformance.

When Manager is used to create a Web mapping application for a cached service,zooming with the mouse wheel will zoom to scale levels supported by the cache. Youwill rebuild the application in order to provide the zoom level support for zooming withthe mouse wheel.

If necessary, log in to ArcGIS Server Manager and click the Applications panel.

Use the Create Web Application wizard to create a new Web mapping applicationcalled Cache Test.

Exercise 3


From the Internet connection to your GIS server, choose the CaliforniaService mapservice.

Use the default settings for the rest of the options and click Finish.

When it has been created, start the Cache Test application.

Use your mouse wheel to zoom in and out of the map.

Each click of the wheel should jump you to the next scale level in the cache. Do younotice any difference in the quality of the map display? Do the images load faster? (For asmall service running locally, you may not notice a difference in performance.)

When you are finished viewing the map, close your Web application, ArcGIS ServerManager, and any other open applications or windows.

While caching is usually the most important factor for improving the performance ofArcGIS Server client applications, there are many other considerations as well. Later inthe course, you will learn more techniques for optimizing your GIS services.

Conclusion

In this exercise, you gained more experience authoring and publishing map services forArcGIS Server. You also learned to publish an address locator to produce a geocodingservice. You created a specialized Web mapping application that provided GISfunctionality through tasks that you configured using Manager.

You became familiar with globe services and their ability to provide three-dimensionalvisualization of geographic data. Content for globe services can only be authored usingArcGlobe and may be consumed by ArcGlobe, ArcGIS Explorer, or certain customapplications (built using the ArcGIS Engine Web Control).

Finally, you were also introduced to the ArcGIS tools available for building map servicecaches. You learned about the options available when building a cache and how thoseoptions can affect map display and performance.




Question 1: What is the physical path to this service's cache?

Answer: The cache may be located in any folder that has been defined as a cachefolder for your GIS server. The default cache folder is under the ArcGISServerfolder on your machine (e.g., C:\ArcGISServer\ArcGISCache\). Each service mayhave a subfolder here that contains the cache. By default, these folder are namedwith the convention <folder name>_<service name> (e.g., Maps_Tahoe).

Exercise 3


4Geoprocessing

services

Exercise 4: Publish and use ageoprocessing serviceEstimated time: 45 minutes

Exercise 4: Publish and use a geoprocessing service


Geoprocessing services allow users to access GIS functionality contained in yourgeoprocessing models over the Web. Processing of the models is handled on the server,so client applications don't need to tie up resources in order to execute them. Thefunctionality you choose to deliver in a geoprocessing service is determined by thegeoprocessing model (or group of models) that you publish.

Once published, a geoprocessing service can be consumed by clients such as ArcMap,ArcGIS Explorer, or Web mapping applications. When consumed using ArcMap, theservice will appear as a toolbox containing tools for the model or models provided by theservice. In ArcGIS Explorer or a Web mapping application, the geoprocessing servicesare exposed as tasks.

In this exercise, you will use ModelBuilder in ArcMap to author a geoprocessing model.Your model will allow users to draw a line on the map, buffer the line by a specifieddistance, and then clip features in a parcels layer that fall within the buffer. After testingthe model in ArcMap, you will publish the map document to create a geoprocessingservice and then test it in a Web mapping application.


▪ Author a simple geoprocessing model▪ Add a model as a tool layer to a map document▪ Publish the map document containing the tool layer and enable the Geoprocessing

capability▪ Create a Web mapping application that contains a task built from a geoprocessing

service▪ Consume geoprocessing services in ArcMap

Step 1: Create a toolbox

Geoprocessing services are created by publishing either a toolbox containing the modelsyou wish to provide, or an ArcMap document that contains a tool layer based on a tool ormodel. The method you choose for publishing your model has ramifications for how thegeoprocessing service will behave, such as whether or not results will be saved on theserver, how results will be rendered, and whether or not results (e.g., features) will besent to the client of the service. You will author your model as a tool layer in an ArcMapdocument, which will ensure that drawing of the features occurs on the server (using the

Exercise 4


associated map service). Features resulting from running the model will be stored(temporarily) on the server and will not be sent to the client.

In this step, you will create a new toolbox accessible to ArcGIS Server, add the toolboxto a new map document, and set up the geoprocessing environment appropriately.

Note: When publishing a geoprocessing service, ArcGIS Server must have adequateaccess and permissions on the data used by the service and the toolbox that contains thegeoprocessing models.

Before authoring a geoprocessing model or map for a new geoprocessing service, youwill first create a new toolbox to contain the models. The toolbox must be located in afolder that is accessible to ArcGIS Server, so you will add it under a folder that is alreadyaccessible to ArcGIS Server, your Student\ISRV folder.

Start ArcCatalog.

In the Catalog tree, navigate to the \Student\ISRV\Exercise04 folder.



Right-click the folder and choose New > Toolbox from the context menu.

Name the new toolbox Parcel Tools.

You will now add your toolbox and some layers to a map document in ArcMap. Later,you will create a geoprocessing model in the toolbox that will use layers in the map to dosome simple geoprocessing.

Close ArcCatalog.

Start ArcMap with a new empty map.


Exercise 4


Navigate to the Riverside.mdb personal (for Microsoft Access) geodatabase in your\Student\ISRV\Exercise04 folder.

From the geodatabase, add the Parcels and the Streets feature classes to the map.

Click the Show/Hide ArcToolbox Window button to open the ArcToolboxwindow.



Right-click in the ArcToolbox window and choose Add Toolbox.

In the Add Toolbox dialog box, navigate to the \Student\ISRV\Exercise04 folder andopen the Parcel Tools toolbox.

Click Open to add it to ArcToolbox.

Step 2: Set up the geoprocessing environment

At the moment, your Parcel Tools toolbox is empty. Before creating a model, however,you will first set the folder that ArcMap will use to write any output datasets that arecreated as a result of running a model.

From the Tools menu, choose Options.

Exercise 4


On the Geoprocessing tab of the Options dialog box, click Environments (as shown inthe following graphic).

In the Environment Settings dialog box, click General Settings to expand it.



Set the scratch workspace by typing the UNC path to your \Student\ISRV\Exercise04folder (the first part of the path, your machine name, will differ from the examplebelow).

Note: If the machine on which you are authoring is also your GIS server, you may uselocal pathnames (e.g., \Student\ISRV\Exercise04) rather than UNC pathnames.Regardless, UNC pathnames will work for referring to local or remote folders (as long asthey are shared appropriately). Referencing resources on a remote machine from yourserver machine always requires the use of UNC paths.

Click OK on the Environment Settings dialog box, then click OK on the Optionsdialog box.

The Scratch Workspace setting is used to control where intermediate datasets get writtenwhen a geoprocessing model is executed. The %SCRATCHWORKSPACE% variablecan be used in a model or script to refer to this location when processing models locally.When a model in a geoprocessing service is executed, ArcGIS Server will use a folderunder the configured Jobs folder for scratch output.

Exercise 4


Step 3: Author a geoprocessing model

In this step, you will author a geoprocessing model that will work with datasets in themap. You will test the model to ensure that it functions as expected, and then add themodel as a tool layer in the map. In subsequent steps, you will publish a geoprocessingservice from the map document, then consume the services in a variety of clients.

Right-click the Parcel Tools toolbox and choose to create a new model.

A new (empty) ModelBuilder window opens. By default, the new model is simply namedModel. You will use the Model Properties dialog box to provide a more descriptive nameand label for the model.

In the ModelBuilder window, from Model menu, choose Model Properties.

On the General tab of the Model Properties dialog box, type ClipParcels for the modelname and Clip Parcels with Buffer as the label.

Click OK on the Model Properties dialog box.

The ModelBuilder window now displays the label you provided.

The interactive tools provided in ModelBuilder make the process of authoring ageoprocessing model intuitive. Next, you will create a simple model that 1) allows the



user to draw a line on the map, 2) buffers the line by a specified distance, 3) clips featuresin the Parcels layer using the buffer, and then 4) displays the resulting parcels on the map.

In the ArcToolbox window, expand the Analysis Tools toolbox.

Under Analysis Tools, expand the Proximity toolset.

Drag the Buffer tool from the toolbox onto your model.

You can incorporate any of the existing ArcToolbox tools into your model, as well ascustom scripts or models you've created. Now that you've added the Buffer tool to themodel, you will define input and output parameters that the tool requires.

Note: When a portion of a model is not colored (as shown in the example above), it is anindication that the piece of the model is not ready to run. Once you have specified allinput and output requirements for the Buffer tool, you will see the color change toindicate a "ready" state for the process.

Exercise 4


Right-click the Buffer tool (square) in the ModelBuilder window and choose MakeVariable > From Parameter > Input Features.

A new object that represents the input features to buffer is added to the model. Ratherthan using features from a dataset, however, your model will allow the user to draw a lineon the map to use as the buffer input.

Right-click the Input Features variable (oval) in the model and choose Properties.



On the Data Type tab of the Input Features Properties dialog box, choose Feature Setfrom the Select data type drop-down list.

From the Import schema and symbology drop-down list, select the Streets layer.

By setting a layer in the map to use for schema and symbology, you are indicating thatthe input shapes drawn by the user will be lines with the same attributes defined for theStreets feature class. Although it won't be necessary for your model, the user can addattribute values for the input features as well. These line features will be drawn on themap using the symbology you've defined for the Streets layer.

Click OK on the Input Features Properties dialog box to save your changes.

The color of the Input Features shape changes to blue in the model. This indicates thatthis particular piece of the model is sufficiently defined and ready for execution.

Exercise 4


Right-click the Input Features oval in the model again and choose Model Parameter.

A small letter P appears to the upper right of the oval, indicating that the value for thebuffer input will be a parameter for the user to define (e.g., by drawing on the map). Inorder to allow the user to define the distance to use, you will add another variable to themodel.



Right-click the ModelBuilder window and choose Create Variable.

In the Create Variable dialog box, scroll through the list of variable types and selectLinear unit.

Click OK.

A new variable named Linear unit is added to the model. Notice, however, that thevariable is not connected to anything else in the model. Since the linear unit representsthe distance used to create the buffers, you will connect this variable as an input to theBuffer tool in the model.

Note: Feel free to alter the size and position of shapes in the ModelBuilder window. Thelayout of the model has no effect on how the model is ultimately executed (e.g., it is notalways run from right to left, top to bottom).

Click the Add Connection tool in the ModelBuilder window.

Use the Add Connection tool to draw a line between the Linear unit input variable andthe Buffer tool.

Exercise 4


Regardless of the direction in which you drew the line, you should see a connectionappear that points from the Linear unit input to the Buffer tool.

Right-click the Linear unit variable and set it as a model parameter (as you did earlierfor the input features).

Double-click the Linear unit variable and, in the Linear unit dialog box, provide aninitial (default) value of 50 meters for the buffer distance.

Click OK on the dialog box.

Right-click the Output Feature object on the model and choose Rename.

Type Out Buffers as the new name for the output and click OK.

You now have a simple model that will allow the user to draw input line features on themap and then buffer them a specified distance. You will now add to the model so that thebuffers are used to clip features in the Parcels layer.

In ArcToolbox, under the Analysis Tools toolbox, expand the Extract toolset.

Drag the Clip tool onto the model.

Notice that the Clip portion of the model is white, indicating that it is not in a ready state.There are two required inputs that must be defined for the Clip tool: the input features tobe clipped, and the polygon feature(s) with which to clip them. You will use the Parcelslayer as input and the buffers as the clip features.

Double-click the Clip tool in the model to open its input dialog box.

From the appropriate drop-down lists, choose the Parcels layer as the input featuresand Out Buffers as the clip features.



Replace the folder portion of the Output Feature Class with the%SCRATCHWORKSPACE% variable (as shown in the following graphic).

Click OK on the Clip dialog box.

A new shape representing the input features (called Parcels) is added to the model. Yourmodel should look similar to the one in the following graphic.

Exercise 4


The entire model should now appear in color, indicating that it is ready to execute. Noticethat each type of component in a model (input, output, tool, etc.) has a distinct color.

Before testing the model, however, you will first set some properties to define how andwhere output data from the model will be written.



Right-click the Out Buffers shape in the model. Make sure that Model Parameter is notchecked, and that Managed and Intermediate are.

The Managed and Intermediate options indicate that the output data will be temporary(i.e., for use in another model step) and that ArcGIS will control the location of theoutput data.

Right-click the output from the Clip tool (Parcels_Clip.shp). Make sure that Managedand Intermediate are not checked, and that Model Parameter and Add To Display are.

Exercise 4


Note: Except for intermediate datasets, outputs cannot be defined as Managed in amodel that will be published as a tool layer in a map service.

Right-click the Parcels_Clip.shp object in the model and choose Rename.

Type Clipped Parcels as the new name for the output.

This name will appear as the layer name when the clip results are added to the map.

Save and close the model.

Save the map document map as Parcels.mxd in your \Student\ISRV\Exercise04folder.

You are almost ready to publish the map. Before doing so, however, you will test themodel to make sure it works as expected and add it as a tool layer to the map document.

Step 4: Test the model

To make sure the model you authored works as expected, you will run it in ArcMap.Once you are confident that it works, you will add it as a tool layer to the Parcels.mxdmap document. When this map is eventually published, you will have the option ofenabling the Geoprocessing capability for the service.

Zoom in to a portion of the map where individual parcels are visible.

In the ArcToolbox window, double-click your model (Clip Parcels with Buffer) toopen the input dialog box for the model.

The dialog box that opens contains controls for specifying all the inputs required to runthe model. Recall that your model contains three required inputs: a feature (or features) tobuffer, a buffer distance (linear unit), and an output dataset location.



Use the Input Features tool to digitize a line on the map with the mouse (as shownin the following graphic).

Note: The feature type (line), symbology, and schema for the input features were definedin the model by specifying the Streets layer as a template. In addition to digitizing thefeature, users may also edit attribute values for the feature by clicking the table icon inthe input dialog box.

If you like, in the Clip Parcels with Buffer dialog box, change the default bufferdistance value you provided when authoring the model (50 meters).

Leave the default setting for the output dataset.

Click OK to execute the model with the information you provided.

A progress window appears and tells you that the model execution was successful.

Exercise 4


Close the progress window.

After the model runs, you see the result parcels displayed in the map as a new layer(Parcels_Clip). You will remove this layer before publishing the map (users will want tosee the results of their own analyses, not yours!).

Right-click the Parcels_Clip layer in the table of contents and choose to Remove toremove it from the map.

Step 5: Add the model as a tool layer to the map

You will now add the model as a tool layer to the map document. A tool layer is a grouplayer that contains sublayers for all model input and output datasets. Tool layers providean easy way to define how layers returned by a model will be symbolized in the map.



Drag the model (Clip Parcels with Buffer) from the ArcToolbox window to the table ofcontents.

Note: Make sure the tool layer is at the top of the table of contents to ensure that featuresin the output layer (Clipped Parcels) are not obscured.

In the table of contents, click the symbol for the Clipped Parcels layer to open theSymbol Selector dialog box.

Choose a symbol for the layer that stands out from the one used for the Parcels layer(e.g., bright red or yellow), and apply a distinct color to the parcel outline.

Close the Symbol Selector.

Turn off visibility for the Clipped Parcels layer. Hint: Uncheck the check box next tothe layer name.

Save the map document.

Close ArcMap.

Exercise 4


!

Step 6: Publish map and geoprocessing services

Do you remember that there are two ways to publish a geoprocessing service? You mayeither publish a toolbox (.tbx file) that contains models you wish to make available on theWeb, or you can publish a map document (.mxd file) that contains your model as a toollayer.

In this step, you will publish the map you authored previously, Parcels.mxd. Because thismap contains a tool layer, you will have the option of enabling the Geoprocessingcapability when publishing. Enabling this capability, as you will see, creates two GISservices with the same name: one a map service containing the layers you added to themap, and another containing the geoprocessing functionality you authored in the toollayer's model.

Open and log into ArcGIS Server Manager.

Click the Services tab.

Click the Publish a GIS Resource link at the top of the application.

For the resource to publish, navigate to your \Student\ISRV\Exercise04 folder andselect Parcels.mxd.

You could also choose to publish the Parcel Tools toolbox, in which case a singlegeoprocessing service would be created. By publishing the map (and enabling theGeoprocessing capability), you will get two services for the price of one (a geoprocessingservice and a map service)!

Type Parcels_GP as the new service name, and publish it in the (existing) Mapsfolder.

Click Next.

On the following panel, make sure that Geoprocessing is enabled and checked in thelist of capabilities.

If the Geoprocessing capability is not enabled (i.e., you cannot check iton), then ArcGIS Server does not recognize the map as having a validtool layer. If this is the case, make sure that you saved your map withthe tool layer in the table of contents.

Click Next.



The final panel of the wizard confirms that a map and a geoprocessing service will becreated.

Click Finish to complete the wizard and create the services.

After verifying that the services have been created and are running, you are ready tomove to the next step: creating a Web mapping application to consume the services.

Step 7: Create an application that contains a geoprocessing task

Geoprocessing functionality can be incorporated into a Web mapping application astasks. When creating the application with Manager, you have the option to add andconfigure geoprocessing tasks. In addition to setting basic preferences for appearance andbehavior, you will also need to identify the supporting geoprocessing services.

Click the Applications tab at the top of the Manager window.

Click Create Web Application.

In the first panel of the wizard, type Riverside Parcels as the name of the application.You may leave the description blank.

Click Next.

In the following panel, expand the Internet connection to your GIS server.

Add the Maps/Parcels_GP map service to display in the application.

Click Next.

In the Available Task Items list, select Geoprocessing and click Add.

Before you can configure preferences for this task, you must identify the supportinggeoprocessing service that will provide the task functionality.

Exercise 4


Click the Supporting Services tab.

In the list of available services, expand the Internet connection to your server, andselect Maps/Parcels_GP.

Click Add.

You already added the service called Maps/Parcels_GP to the application—so why areyou doing it again? Remember that you have two services with this name. The first oneyou selected for the application was the map service. The service you selected above isthe geoprocessing service based on the tool layer in the map.

Click the Select Tasks tab to return to the previous panel.



Click the Geoprocessing task item in the Current Tasks list and click Configure.

In the dialog box that appears, you are able to specify which geoprocessing functionalitythe task will provide, the name and tool tip that will appear for the task, and settings thatcontrol how results will be handled.

For Task Name, type Clip Parcels with Buffer.

For Help Tip, type Clip using a buffered line.

In the Task Definition list, expand the listing for the Parcels_GP service and choosethe Clip Parcels with Buffer task.

Since a geoprocessing service is created by publishing an entire toolbox, you couldpotentially have several models (tasks) listed under the service folder to choose from.

Exercise 4


Keep the default values for the rest of the geoprocessing task settings.

An asynchronous geoprocessing task is one that runs on the server while the user of theclient application is free to continue working. The Web mapping application needs tocheck the server periodically to determine whether processing is complete. The interval atwhich the application checks for completion of asynchronous tasks may be configuredappropriately (ten seconds is the default setting).

There are also settings for where data is written as a result of running the task, and sizelimits for data that may be uploaded to the server (e.g., input files for the task).

Click OK to complete the task configuration.

Click Next and keep the default settings on the rest of the wizard panels.



On the Summary panel, click Finish to complete the Web mapping application.

If the Web mapping application opens upon completion of the wizard, leave it open. Youwill use the application in the next step to consume the geoprocessing service byexecuting the Clip Parcels with Buffer task.

Step 8: Consume a geoprocessing service in a Web mappingapplication

In this step, you will consume the Parcels_GP geoprocessing service in your Webmapping application. You will get a feel for how geoprocessing functionality is exposedto a client via a task, how asynchronous processing behaves, and how the server managesdatasets created by a geoprocessing service.

If it's not already running, start the Riverside Parcels Web mapping application thatyou created in the previous step.

You see your task (with the name and help tip you configured) shown on the Taskswindow in the console.

Exercise 4


Click the Clip Parcels with Buffer task to open the input dialog box.

The input controls for the task are built dynamically by the application based on taskinformation from the geoprocessing service. Your task requires a line feature (drawn bythe user on the map) and a buffer distance.

Use the Line tool to draw a line on the map. Click once to define each vertex forthe line, then double-click to end.



Specify a buffer distance, making sure it's reasonable for the current map extent, (e.g.,50 meters).

Click Submit to start executing the task.

Upon submitting the task to the server, the Results window expands and indicates that thetask is executing. When the server is finished processing the task, results and messagesgenerated by the task will appear in the window. Because the task is executingasynchronously, you can continue to interact with the map while the task is running.

When task processing completes, a new layer will be added to the map displaying theresults of the clip. The Results window will show a legend for the new layer, as well asany messages that were generated during processing (including error messages if the taskwas unsuccessful).

Exercise 4


If you were able to successfully execute the task, you should see output similar to thatshown above. You will now find out where ArcGIS Server wrote the output dataset thatwas produced.

In the Results window, if it is not expanded already, expand Clip Parcels with BufferResults.

Locate and expand Messages to view processing details for the task.



Locate the line that begins "Executing (Clip): Clip Parcels ..." (shown in the followinggraphic).

Scroll across the Results window to read the output path for the clipped parcels dataset(Parcels_Clip.shp).

The path should look something like:c:\arcgisserver\arcgisjobs\Maps\Parcels_GP_GPServer\J114492488E8B42E7B23B862790CF7165\scratch\.

When a task is executed, ArcGIS Server creates a unique job folder for the tool to use(the long alphanumeric folder name ensures it has a unique name). Inside this job folderis a folder named "scratch." The scratch workspace environment is set to this folder,ensuring that the output from your model (sent to %SCRATCHWORKSPACE%) iswritten to the scratch folder for the executing task.

Start ArcCatalog.

Navigate to the task scratch folder you identified above.

Exercise 4


!

Use the Preview tab to view Parcels_Clip.shp and Buffer.shp.

When you are finished viewing datasets in the scratch folder, close ArcCatalog andArcGIS Server Manager.

If you would like to learn how to consume your geoprocessing service in ArcMap, goon to the optional next step. Otherwise, skip to page 4-34.

Step 9: (Optional) Consume a geoprocessing service in ArcMap

Geoprocessing services can also be consumed in ArcGIS Desktop. In this step, you willstart ArcMap and add your geoprocessing service to ArcToolbox. You will run the ClipParcels with Buffer model without adding the associated map service to the map to seehow results are returned.


If necessary, open ArcToolbox. Hint: Click the Show/Hide ArcToolbox Windowbutton .

Right-click in the ArcToolbox window and choose Add Toolbox.

Navigate to the Parcels_GP geoprocessing service that is running on your GIS server.

Make sure you add the geoprocessing service, not the toolbox in theStudent folder that you authored earlier.



Click the Add Data button and add the Streets feature class in the Riverside.mdbdatabase as a layer to the map. Do not add any other layers or the associated mapservice (Parcels_GP).

Zoom in to a portion of the map.

In the ArcToolbox window, expand the Parcels_GP toolbox.

Double-click Clip Parcels with Buffer to open its input dialog box.

Draw a line on the map and specify a buffer distance (or leave the default value).

Click OK.

The results of running the model are displayed using the symbology defined in the toollayer of the associated map service.

Exercise 4


Note: You may receive a message regarding a difference in the output resolution and theinput feature class resolution. You can ignore this message, as it should have no impacton the results of running the geoprocessing model.

When you are finished, close ArcMap. Do not save changes to the map document.

Conclusion

In this exercise, you stepped through the entire process required to make geoprocessingfunctionality available on the Web. You began by creating a toolbox and authoring ageoprocessing model. When authoring the model, you made sure to conform to therequirements for publishing a geoprocessing service (using the Feature Set data typeinstead of Feature Class, appropriate use of managed and intermediate variables, etc.).You published a map document that contained your model as a tool layer, which createdtwo GIS services: a geoprocessing service and an associated map service. Finally, youused the geoprocessing service to configure your own geoprocessing task in a Webmapping application.

Geoprocessing services allow users to access functionality contained in geoprocessingmodels over the Web. They provide a way to consolidate GIS data and functionality on a



GIS server for use by a variety of clients. Geoprocessing services can be created bypublishing an ArcToolbox containing the models you wish to provide, or by publishing amap document containing a tool layer based on one of your models.

Once published, a geoprocessing service can be consumed by a Web mappingapplication, ArcGIS Explorer, or ArcGIS Desktop. In ArcGIS Desktop, a geoprocessingservice will appear as a toolbox. All tools (geoprocessing models) contained within willbehave like any other tool in ArcToolbox. In ArcGIS Explorer and Web mappingapplications, functionality from geoprocessing services is exposed as tasks.

Exercise 4


5Editing in a Web

mapping application

Exercise 5: Edit from a Web clientEstimated time: 30 minutes

Exercise 5: Edit from a Web client


If the map service you are using meets certain requirements, you can create a Webmapping application that contains the Editing task. The Editing task provides a suite oftools for Web-based editing of features (geometry and attributes) in an ArcSDEgeodatabase. While shapefiles, personal geodatabase, and file geodatabase layers mayalso be included in the map service, they will not be editable in the Web mappingapplication.

You will author a map that contains layers from an ArcSDE geodatabase. Afterpublishing the document as a map service, you will create a Web mapping applicationand configure the Editing task to allow users of the application to make edits to the data.


▪ Author a map document containing layers that may be edited in a Web mappingapplication

▪ Publish a map service and configure it appropriately for editing▪ Create a Web mapping application that uses a local connection to the service▪ Add and configure the Editing task for the Web mapping application▪ Explore the editing tools provided in a Web mapping application with the Editing

task

Step 1: Author a map containing editable layers

Only features stored in an ArcSDE geodatabase may be edited in a Web mappingapplication. In this step, you will author a new map document that contains layers froman ArcSDE geodatabase that you wish your user to edit. You will also add a fewshapefile layers that will not be editable, but will provide base layers for the map.


If you have ArcToolbox open from the previous exercise, close it now if desired.

Click the Add Data button and add the following feature classes from the WilsonArcSDE geodatabase:

▪ Parcels▪ BusRoutes

Exercise 5


Feature classes from an ArcSDE geodatabase can be edited using a Web mappingapplication when the Editing task is configured. But what if you don't want all of theselayers to be available for editing? When you configure the Editing task in a later step, youwill see that individual layers can be restricted from editing if desired.

Click the Add Data button again and add the Streets.shp shapefile dataset from the\Student\ISRV\Exercise05 folder.

The Streets layer will not be available for editing in the Web mapping application. Thelayer will be used for display, and can also be used as a target for snapping while editingfeatures in the other layers.

Right-click the Streets layer and choose Properties to open the Layer Properties dialogbox.

Click the Labels tab and check the check box next to Label features in this layer.

Verify that the NAME field will be used for the labels.

On the Symbology tab, choose a red line symbol for the streets.



Click OK on the Layer Properties dialog box to apply your changes.

Use the Layer Properties dialog box for the BusRoutes layer to apply a thick blue linesymbol to the features. When you are finished, click OK.

Apply a light fill and line color to the Parcels layer.

When you are finished symbolizing layers in the map, zoom to a portion of thedowntown area where the bus routes meet (as shown below).

Save the map in your \Student\ISRV\Exercise05 folder as Wilson.mxd.

Close ArcMap.

Step 2: Publish and configure a map service

In general, creating a map service for use by the Editing task in a Web mappingapplication is no different than publishing any other map service. There is not an"editing" capability that must be enabled for the service, for example. It simply has tomeet two specific criteria: the service must contain at least one layer from an ArcSDEgeodatabase, and it must be configured as a non-pooled service. A third criterion must be

Exercise 5


satisfied when the editing application is created in Manager: a local connection to theservice must be used.

In this step, you will publish the map document you authored in the previous step, whichcontains two layers from an ArcSDE geodatabase. You will make sure it is created as anon-pooled map service.

Start ArcCatalog.

In the Catalog tree, expand GIS Servers.

Expand your GIS server.

Right-click the Maps folder and choose Add New Service.

Do you remember the two ways to publish a GIS service in ArcCatalog? You can simplyright-click the map document you wish to publish and select Publish to ArcGIS Server.While that would work fine, the Add GIS Service command provides a wizard with morecontrol over service properties at the time of creation. You will use this method so thatyou can set the new service to be non-pooled.

In the first panel of the Add GIS Service wizard, type Wilson as the name of theservice.

Verify that the service type is set to Map Service and the startup type is Automatic.

Click Next.

In the following panel, set the Map Document by navigating to the Wilson.mxddocument you authored in the previous step (in your \Student\ISRV\Exercise05folder).

Keep the default values for the rest of the settings on this panel, and click Next.

In the next panel, keep the default settings for capabilities and Web access, and clickNext.



In the following panel, make sure to choose the Not pooled option.

In a non-pooled map service, each user session will have a dedicated instance with whichto work. This is an important factor to consider when creating a Web mappingapplication that will contain the Editing task. You should also set the maximum numberof instances according to the maximum number of concurrent users you expect to beusing the service.

Keep the defaults for the other settings, and click Next.

In the final panel, choose the option to start the service right now.

Click Finish to create and start the map service.

While authoring and publishing this service, you have taken all the steps necessary toensure that data in the service may be edited in a Web mapping application. In the next

Exercise 5


!

step, you will create a Web mapping application that will consume the Wilson service.You will use a local connection, then add and configure the Editing task appropriately.

When the map service has been created, close ArcCatalog.

Step 3: Create a Web mapping application

Creating a Web mapping application that allows the user to edit map service layersinvolves the same basic process as creating any Web mapping application. To enableediting functionality, you simply need to add the Editing task from the Task panel whenstepping through the Create Web Application wizard in Manager. Once you've added thetask, you may also configure it to control how editing behaves in the application. You cancontrol which versions of the geodatabase and which layers may be edited. You can alsodetermine what types of edits should be allowed, how snapping and selection willinitially behave, and whether or not the user can change such settings themselves whenworking with the application.

In this step, you will create a simple Web mapping application that includes the Editingtask.

Start and log in to ArcGIS Server Manager.

Click the Applications tab.

Click Create Web Application at the top of the Web Applications panel to start thewizard.

For the name of the application, type Web Editor.

For the description, type Provides tools for editing the bus routes and parcelsdatasets.

Click Next.

In the following panel, expand the local connection to your GIS server.

Use of the Editing task requires a local connection to the map serviceyou wish to edit. If you select the Wilson service from the Internetconnection to your server, you will get an error later when trying toconfigure the Editing task.



Select the Wilson map service and add it as a layer in the application.

Click Next.

In the next panel, select Editing from the list of available tasks and click Add toinclude it in the application.

The Editing task must now be configured to define which versions and layers are to beeditable (as well as other preferences such as the types of edits to be allowed, snappingbehavior, and basic display options).

Select Editing in the Current Tasks list and click Configure.

Exercise 5


On the General tab of the Task Configuration dialog box, type Edit Routes or Parcelsas the Display name for the task.

Select all layers in the Editable layers list (there should be two: BusRoutes andParcels) and all versions in the Editable versions list (you should only have the defaultversion).

Notice that only the layers from your ArcSDE geodatabase appear in the list of availablelayers to edit.

Click the Settings tab in the Task Configuration dialog box.

On the Settings tab, configure snapping to occur to the edges of street features.

Even though you could not choose the streets layer for editing, you can use it for creatinga snapping rule. This will be especially useful when editing bus routes that must becoincident with the underlying street network.

Choose to show the snapping tolerance as a circle around the mouse.



Verify that users will be able to change snapping and selection settings.

Keep the default values for all other settings.

Finally, click the Advanced tab on the Task Configuration dialog box.

This tab contains options for defining and resolving conflicts when edits are reconciled tothe geodatabase. You will keep the default settings for these options.

Click OK in the Task Configuration dialog box to apply your changes and close thedialog box.

Click Next in the Create Web Application wizard.

The following panel asks you for an account to use while working with the map servicethrough the local connection. By default, the account used by the application is the sameone with which you logged on to Manager. While you are free to change this account, beaware that the account you choose must be a member of the agsadmin or agsusers groupon the server to which you are connecting.

Note: You can only enter one account per Web mapping application to use for the localconnections. If you create an application that uses connections to multiple local servers,make sure that the account you specify is a member of the agsadmin or agsusers groupson each of those servers.

Keep the default setting for the connection account. Click Next.

Exercise 5


Keep the default settings for the page properties. Click Next.

Finally, keep the default settings in the map elements panel. Click Next.

Click Finish on the Summary panel to complete the Web mapping application.

When planning a Web mapping application that will contain editing functionality, thereare design issues to consider at each step in the process. When authoring the mapdocument for the service, editable data must come from an ArcSDE geodatabase. Whenpublishing, the map service must be configured as non-pooled. Finally, when creating theWeb mapping application, a local connection to the service must be used. If each of thesecriteria have been satisfied, the Editing task can be included in the application.

Now that you have successfully created a Web mapping application that includes theEditing task, you will start the application and get a feel for how editing works in a Webapplication.

Step 4: Experiment with editing in a Web mapping application

The Editing task gives users the ability to make simple edits to data in the map service. Inthis step, you will work with the application you created in the previous step to get a feelfor how editing in such an application works.



If it isn't already running, start the Web Editor application you created in the previousstep.

You should see the Editing task you configured in the Tasks window (Edit Routes orParcels).

Click the Edit Routes or Parcels task to start it.

The first thing the task prompts you for is the version you wish to edit. When configuringthe task, only the default version was made available for editing.

Exercise 5


Click Start Editing to begin an edit session on the default version of the data.

After choosing the version, you are presented with a set of editing tools. At the top of thetask window, you can select the current layer for editing from a drop-down list. Onlylayers that you set as editable when configuring the task will appear here. As you changethe edit layer selection, you may see the available tools for the task change according tothe feature type of the chosen layer (e.g., tools specific to points, lines, or polygons).



Use the Zoom in tool to zoom to where the three bus routes meet.

Notice that parts of the bus routes do not conform with the geometry of the streetnetwork. You will edit a portion of a route to make it coincident with the streets.

Exercise 5


Use the Select Feature tool in the task to select the route that comes from the east(as shown in the following graphic).

Zoom in closer to a portion of the route that does not line up with the underlyingstreets.

Select the Add Vertex tool in the task.

Click anywhere along the selected route to add a new vertex.



You will now move the new vertex so it lines up with the underlying street. Because youset snapping for the edges of street features, you can be assured that the vertex will bemoved a location coincident with a street feature (as long as you click within thespecified snap tolerance).

Select the Move Vertex tool in the task.

The Move Vertex tool works by defining two locations on the map to define the move:the location of the vertex you wish to move (the from point) and the location to whichyou wish to move the vertex (the to point).

First, click the new vertex and release your mouse button (do not attempt to click anddrag).

Move your mouse to the new location for the vertex, then click again to define thislocation.

Make sure there is a street feature within the snapping distance of the new location forthe vertex. (The current snapping tolerance is indicated by the red circle that you seearound your mouse.)

After moving the vertex, you should see it snap to a street feature (as long as the locationyou clicked was within the snapping tolerance).

Exercise 5


Continue to use the Add Vertex and Move Vertex tools to clean up the route (it doesn'tneed to be perfect!).

In addition to editing the geometry of existing features, you can also use the Editing taskto create new features and edit attribute information.

Step 5: Add features and edit attributes

Next, you will add a new bus route and provide a value for its Route ID attribute.



Use the Zoom out tool to zoom the map to an extent similar to that shown below.

Use the Create Feature tool to draw the new bus route shown below. Click once todefine each vertex, then double-click to complete the line.

The route will start where the other routes meet (the intersection of 4th and Nash) andproceed to the corner of Academy and Carroll Streets.

Exercise 5


Holding the S key on your keyboard while editing will show you if (and to which layer)snapping will occur once you click the mouse.

Make sure the new route snaps to features in the Streets layer.



After creating the new route, use the Edit BusRoutes Attributes section of the task totype a new RouteNumber of 605-A.

Notice that the task warns you when there are unsaved edits for the current edit session.You will now save your edits before continuing. If you were to close the task withunsaved edits, you would be prompted to save or discard them.

Click the Save Edits tool to save your work up to this point.

Notice that after saving, the warning about unsaved edits is no longer displayed.Remember that once you save, you can no longer undo or redo previous edits.

You will make a final edit, this time to features in the Parcels layer.

Zoom in on the area around the end of the new bus route.

In the task window, change the edit layer to Parcels.

Notice that the tools in the edit task change according to the layer selected in the list.

Exercise 5


Use the Select Features tool to select a group of parcels at the end of the bus route.

Note: Unlike working with a selection in ArcMap, you do not need to hold the SHIFTkey in order to add or remove from the selection set. Clicking an unselected feature willadd it to the selection, while clicking a selected feature will remove it from the selection.

Once the parcels have been selected, click the Merge Features button to merge theselected parcels into a single feature.

Click the "X" in the upper-right corner of the edit task to close the dialog box.

Choose OK when prompted to save your edits.

Close the Web mapping application and ArcGIS Server Manager.

Conclusion

In this exercise, you completed the entire process required to create a Web mappingapplication that contains editing functionality. First, you authored a map documentcontaining the datasets you wished the user to edit from an ArcSDE geodatabase. Youthen published the map document as a non-pooled map service. Finally, you created aWeb mapping application using ArcGIS Server Manager and added the Editing task. You



learned to configure the Editing task to control things like editable versions, editablelayers, and snapping and selection preferences.

You also experimented with the editing tools provided by the Editing task, and madesome simple edits using your Web mapping application.

Exercise 5


6Geodata services

Exercise 6: Publish and work with ageodata serviceEstimated time: 30 minutes

Exercise 6: Publish and work with a geodata service


Geodata services allow you to provide access to data throughout your local area networkor across the Internet. These services give users the ability to make local copies of thedata (extract), execute queries against the geodatabase, or work with geodatabasereplicas. Geodata services can be created using any type of geodatabase (ArcSDE,personal for Access, or file) and can be created by either publishing the geodatabasedirectly or by publishing a map document that contains geodatabase data and enabling theGeodata Access capability for the service.

In this exercise, you will publish a map that has already been authored for you. The mapcontains geodatabase layers that show buildings, parcels, and streets for an area aroundOregon State University in Corvallis, Oregon. The geodata service will allow you tomake your own set of edits to the data—specifically, the new OSU library that will(someday) be built in your honor!


▪ Publish a map service and enable the Geodata Access capability▪ Use the Distributed Geodatabase toolbar in ArcMap to extract data from a geodata

service▪ Create a checkout/check-in replica from a geodata service▪ Synchronize edits from a replica

Step 1: Publish a map document and enable the Geodata Accesscapability

When you publish a map document to create a map service, you may also have the optionto enable the Geodata Access capability for the new service. This capability will only beavailable if the map you've published contains data from a (single) geodatabase. Enablingthis capability will result in two output GIS services: a map service created from the mapdocument, and a geodata service based on the geodatabase whose data is displayed in themap.

In this step, you will publish a map document that has already been authored for you.This map document contains data from an ArcSDE geodatabase that you will also makeavailable through a geodata service.

Start ArcCatalog.

Exercise 6


Navigate to your \Student\ISRV\Exercise06 folder.

Locate the OregonStateU.mxd map document.

This document contains a map of Oregon State University and the surroundingneighborhood in Corvallis, Oregon. Layers in the map include: the university boundary,parcels, buildings, and major streets.

Right-click the document and choose Publish to ArcGIS Server.

For the name of the new service, type OSU.

For Publish to folder, choose Create a new folder. Name the new folder Geodata.

Click Next.



On the following panel, make sure to check the Geodata Access capability.

Enabling the Geodata Access capability will create a geodata service in the same folder(and with the same name) as the map service (OSU).

Click Next.

The summary panel should confirm that two services named OSU will be created: a mapservice and a geodata service.

Click Finish in the summary panel to create the services.

When the Publish to ArcGIS Server wizard completes, verify that the two new servicesappear in ArcCatalog in the Geodata folder.

Exercise 6


Geodata services have three operations that can be allowed: extraction, query, andreplication. When you create a geodata service using the Publish to ArcGIS Serveroption, you are not prompted for which operations to allow. By default, extraction andquery are allowed, and replication is not. Next, you will edit the service properties tomake sure that replication is an allowed operation.

Right-click the OSU geodata service and choose Stop.

Right-click the service again and choose Service Properties.

Note: Service properties cannot be edited when the service is running.



On the Capabilities tab of the Service Properties dialog box, check Replication as anoperation to allow.

Click OK to apply your change and close the dialog box.

Right-click the listing for the OSU geodata service again and choose Start.

Once the map service is running, close ArcCatalog.

Now that you have a geodata service and an associated map service, you will use them inArcMap with some of the tools on the Distributed Geodatabase toolbar.

Step 2: Extract data from the service

The geodata service you created will allow users to extract their own copy of data storedin the underlying geodatabase or to create a replica from the geodatabase. A geodatabase

Exercise 6


replica is much different than a local copy of the data, in that it allows edits to besynchronized between geodatabases.

In this step, you will work with the Distributed Geodatabase tools in ArcMap to extract acopy of the data in the OSU service, and to create a geodatabase replica to edit andsynchronize.



Navigate to your OSU map service (in the Geodata folder) and add it to the map.

The map is centered on Oregon State University in Corvallis. It shows the campusboundary and buildings, as well as buildings, roads, and parcels in the surrounding area.



Right-click the ArcMap interface and choose to display the Distributed Geodatabasetoolbar.

The Distributed Geodatabase toolbar contains tools for extracting data and for workingwith geodatabase replicas. Many of these tools are also available by right-clicking ageodatabase (or geodata service) in the Catalog tree.

When the toolbar appears, you may notice that the only two tools that are currentlyenabled are the Extract Data tool (far right) and the Create Replica tool (far left). All ofthe tools in between require an existing geodatabase replica before they are enabled.

You will first experiment with extracting data from the service.

Select the New Polygon tool on the Draw toolbar (probably located at the bottomof your ArcMap window).

Exercise 6


Draw a polygon on the map that generally follows the university boundary.

When the polygon graphic is complete, make sure it is selected in the map display(selected graphics have a faint blue box around them). If it is not already selected, usethe Select Elements tool to select the polygon.

The Extract Data tool will allow you to restrict the features you extract according to adefined extent, the current map extent, or by features that intersect a selected graphic.You will extract only those features that are inside your polygon graphic (the campusboundary).

Click the Extract Data button on the Distributed Geodatabase toolbar.

In the first panel of the Extract Data Wizard, choose to extract the data to theOSU_Extract.mdb personal for Access geodatabase in your \Student\ISRV\Exercise06folder (this is an empty geodatabase that was already created for you).



Check the option to Show advanced options.

Click Next.

Exercise 6


In the following panel, verify that the boundary of currently selected graphic option ischecked. If this option is not enabled, cancel the Extract Data wizard, make sure thepolygon graphic is selected on the map, then start the wizard again.

Keep the default values for the other options. Click Next.

Click Finish in the final panel of the wizard.

When data extraction is complete, the output datasets will not automatically be added tothe map. Next, you will add the extracted data to the map to verify the extraction workedas expected.

Turn off the OSU map service in the map.

Delete the polygon graphic of the university boundary (hit the delete key on yourkeyboard while the graphic is selected).

Click the Add Data button and navigate to your \Student\ISRV\Exercise06 folder.



Choose to add all the feature classes from the OSU_Extract.mdb personal for Accessgeodatabase.

The extracted datasets should only contain features that intersected the polygon graphicyou drew on the display.

When you are finished viewing the extracted datasets, remove them from the map.Hint: Right-click each layer and choose Remove.

Make the OSU map service layer visible again.

Data extraction provides an easy method for making local copies of datasets from ageodatabase. The Data Extraction wizard also provides tools that make it simple torestrict the features that are extracted according to spatial criteria. In the next step, youwill see the functionality that geodatabase replication provides, which is the ability tosynchronize edits between geodatabases.

Exercise 6


Step 3: Create a checkout/check-in replica

Geodatabase replication allows you to make what is essentially a copy of a geodatabase.Unlike an extracted set of data, however, any changes made to these replicas in theirrespective geodatabases can be synchronized so that the data in both replicas matches.

There are three type of replicas (checkout/check-in, one-way, and two-way), and avariety of workflows that may be associated with them. For more information aboutreplication and working with distributed geodatabases, refer to the Understandingdistributed data topic in the ArcGIS Desktop documentation or consult your Geodatabaseadministrator.

Zoom to the extent of the campus boundary.

Click the Create Replica button on the Distributed Geodatabase toolbar.

The first panel of the Create Replica wizard prompts you for the type of replica you wishto create. The lecture slides for this lesson showed you examples of workflows thatillustrate each of these replica types. More information about these types is available inthe documentation.

Select Check-out as the replica type.



The Check-out option will create a replica of the geodatabase that can be edited and latersynchronized with the parent geodatabase. Changes may only be synchronized once. Inorder to make and synchronize additional edits, you will need to create another checkoutreplica.

Click Next.

In the following panel, choose to create the replica in the OSU_CheckOut.mdbpersonal for Access geodatabase in your \Student\ISRV\Exercise06 folder.

Like the OSU_Extract.mdb geodatabase, OSU_CheckOut.mdb is an empty geodatabasethat was created for you to store the replica.

Exercise 6


Make sure to check the Show advanced options check box.

Keep the default values for the rest of the settings.

Click Next.



In the following panel, make sure that the current display extent is selected as thecheckout extent.

Notice that you can choose which datasets to include in the replica. You can also restrictthe data returned for a replica using a specified extent or a selected graphic.

Click Next.

Click Finish in the final panel of the wizard to create the replica.

You will now add the datasets from the replicated geodatabase to a new data frame in themap. You will make some edits that reflect your vision of what the campus should looklike. Later, you will synchronize your edits back to the original geodatabase sorenovation can begin.

Exercise 6


!

Step 4: Make edits to a replica

You will create a new data frame in the map document to work with the replicateddatasets.

From the Insert menu, choose Data Frame.

A new data frame will be added to the map. By default, the data frame is named NewData Frame.

Rename the data frame as OSU Check Out.

Click the Add Data button and navigate to the\Student\ISRV\Exercise06\OSU_CheckOut.mdb geodatabase that contains the replica.

Choose to add all layers from OSU_CheckOut.mdb to the map.

Make sure you add the layers from the replicated geodatabase(OSU_CheckOut.mdb) and not the data you extracted in the last step(from OSU_Extract.mdb).

ArcMap will assign default symbology to the layers as they are added to the map, so thelayers may not look as you might expect them to.



Use the ArcMap navigation tools to zoom the map extent to the western portion of thecampus, as shown below.

After giving it some thought, you have decided that the university should build a newlibrary in your honor (once you promise a generous donation of course)! The newstructure will replace all the existing buildings in the western portion of the campus. Inorder to see what your library will look like, you will make the appropriate edits to thebuildings dataset in the replica. Later (when the university approves your design), youredits will be synchronized into the ArcSDE geodatabase.

If necessary, add the Editor toolbar to ArcMap.

From the Editor menu, choose Start Editing.

Use the Selection tab in the table of contents to set Building as the only selectablelayer.

Exercise 6


Use the Edit tool on the Editor toolbar to select buildings where the library will go(as shown below).

Click the DELETE key on your keyboard to delete the features.

Make sure the task on the Editor toolbar is set to Create New Feature and that theTarget is set to the Building layer.



Now, use the Sketch tool to draw the new library in the shape of your initials.

When you have finished, choose Stop Editing from the Editor toolbar menu. Makesure to save your edits!

Now you will check the original map service (in the other data frame) and see if youredits appear.

Exercise 6


Right-click the original data frame (named Layers) in the map and select Activate fromthe context menu.



Use the navigation tools to zoom to the area of the map where your new library shouldappear.

Turn the Building layer off and then back on in order to refresh the layer.

Notice that the changes do not yet appear in the original ArcSDE geodatabase. For youredits show up, you will need to synchronize the edits from your replica.

Step 5: Synchronize your edits

In this step, you will use the Synchronize Changes Wizard to check in the edits from yourreplica to the parent geodatabase.

Activate the OSU Check Out data frame again.

Exercise 6


On the Distributed Geodatabase toolbar, click the Synchronize Changes button .

The Synchronize Changes wizard gives you options for synchronizing changes withanother geodatabase. You will notice that there is only one option available forsynchronize direction (edits from GDB 1 go to GDB 2). This is because the replica youcreated is of the checkout/check-in variety, which only allows changes to be sent to theoriginal geodatabase (and only once).

Keep all the current (default) settings for the wizard, and click Next.

In the final panel of the wizard, leave the default settings, and click Finish.

If conflicting edits exist in your replica and the one in the ArcSDE geodatabase, edits inthe ArcSDE geodatabase will take precedence.

Click Finish to start synchronizing your edits.

Once synchronization is complete, activate the original data frame (Layers) onceagain.



Now do you see your library appear?

Note: You may need to toggle the Building layer off and on in order to see the changes.If you still don't see the updated data, try removing the map service then adding it back tothe map again.

You have successfully incorporated the edits for your new library into the main(ArcSDE) geodatabase. Now all you need to do is find something to wear to thegroundbreaking ceremony!

When finished viewing the map, close ArcMap. Click No if prompted to save the map.

Conclusion

In this exercise, you learned to publish a geodata service by enabling the Geodata Accesscapability for a map service. You edited the geodata service properties to allow all threeoperations of the service: extraction, query, and replication. By using the associated mapservice in ArcMap, you were able to use tools on the Distributed Geodatabase toolbar.These tools allowed you to extract local copies of datasets in the geodata service and tocreate and synchronize geodatabase replicas. You used a checkout/check-in replica tomake some simple edits and to synchronize those edits with the original (parent)geodatabase.

Exercise 6


7Customization options

Exercise 7: Customize ArcGIS ExplorerEstimated time: 30 minutes

Exercise 7: Customize ArcGIS Explorer


ArcGIS Explorer is a free, lightweight desktop application for viewing GIS services andlocal data. When you first install ArcGIS Explorer, the application displays data fromservers hosted by ESRI. This is because ESRI's server is the default home server forArcGIS Explorer. You can configure ArcGIS Explorer so that your ArcGIS Serversystem (or any other you have access to) is the home server instead.

In this exercise, you will set your ArcGIS Server machine as the home server for ArcGISExplorer. You will configure settings for the home server that control the default mapthat is displayed, as well as the functionality you wish the user to have. You will alsolearn how to deliver a custom task with your map.


▪ Set your server as an ArcGIS Explorer home server▪ Configure settings for users of your home server, such as the default map and the

available functionality▪ Download and use a custom ArcGIS Explorer task▪ Deploy a custom task as part of a map

Step 1: Create a default map for your server

An ArcGIS Explorer home server provides a default map that opens each time theapplication starts. One of the most powerful features of setting up your server as a homeserver is the ability to control the map that your user sees when starting ArcGIS Explorer.Optionally, you can control whether or not the user has the ability to open any other mapsor to add their own content.

In addition to showing a certain map extent and a unique set of map layers, your defaultmap can even deliver custom tasks!

Start ArcGIS Explorer.

Note: The first time you start ArcGIS Explorer after installing, you will be prompted toset your home server. Recall that you initially started ArcGIS Explorer in exercise 2. Inthat exercise, you were instructed to set the (default) ESRI server as your home server.

When the application starts, you see the familiar Satellite World map, which is the defaultmap from your current (ESRI) home server. You will make some simple changes to thismap, and then save it as your server's default map.

Exercise 7


Click the Find Place task to activate it.

Use the task to search for your hometown (or favorite place).



In the Results window, expand the results for your search.

When you find the correct match, right-click the record in the Results window andchoose Zoom.

Pan and zoom in the map to adequately show the location.

Exercise 7


In the Contents window, turn on the Boundaries and Places and Transportation layers(as shown in the following graphic).

When the map of your hometown is complete, from the File menu, select Save As.



In the Save As dialog box, navigate to the \ArcGIS\Explorer\Maps folder in the rootdirectory of your Web server (as shown below).

Type DefaultMap.nmf as the name of the map, and click Save.

If prompted to overwrite an existing file, click Yes.

ArcGIS Explorer will look for a map named DefaultMap.nmf on the home server whenstarting. A user who has set your server as their home server will initially see this mapwhen they start ArcGIS Explorer.

Now that you have created a default map, you will point ArcGIS Explorer to your server.

Step 2: Set ArcGIS Explorer's home server

Any machine that has ArcGIS Server installed can be set as the home server for ArcGISExplorer. This might be a machine that is available only on your local intranet, or

Exercise 7


publicly available on the Internet. By default, the ESRI server is set as ArcGIS Explorer'shome server.

In this step, you will change the home server for your installation of ArcGIS Explorer topoint to your local machine.

In ArcGIS Explorer, from the File menu, select Set Home Server.

In the dialog box that appears, choose the second option (Connect to the Home Serverlocated at).

Type in a URL that identifies your server. The URL should take the formhttp://<machine>/<arcgis instance>.

Note: Remember that each install of ArcGIS Server is identified by an instance name.The default instance name is arcgis. Refer to the notes on page 1-3 of your exercisemanual if your instance name differs from the default.



After providing the URL, click Test to make sure ArcGIS Explorer can connect to theserver.

If the test is successful, a check mark will appear before the URL text box (as shownabove) and the Test button will become disabled. If it is not successful, you will receivean error message. Make sure the test works before proceeding.

When you have successfully tested the connection to your server, click OK to changethe home server.

You will not see an immediate change in the application after pointing to a new homeserver. For your changes to take effect, you will need to close and then reopen ArcGISExplorer.

From the File menu, choose Exit to close ArcGIS Explorer.

Start the application again.

When ArcGIS Explorer starts again, it loads with your default map.

Once you have verified that your default map loads as expected, close ArcGISExplorer.

Step 3: Configure settings for your ArcGIS Explorer home server

In addition to supplying a default map to users of your home server, you may choose toconfigure the server to control how ArcGIS Explorer appears and behaves. In this step,you will change some configuration settings for your ArcGIS Explorer home server.

Exercise 7


Use operating system tools (such as Windows Explorer) to navigate to the\ArcGIS\Explorer\Config folder in the Web root directory of your Web server.

Use a text editor (such as Notepad) to open the E2Config.xml XML configuration file.

This is a simple XML-based configuration file that can be used to control settings foryour home server. For a description of all available configuration elements and their uses,consult the Making your system an ArcGIS Explorer home server topic in the ArcGISServer Help.

On the fourth line, change the value of the AddData element from the default setting oftrue to false.



!

Next, on the eighth line, change the value of the DisplayOptions element to false.

When you are finished, your configuration file should look like the one shown in thefollowing graphic.

Save your changes to the E2Config.xml file and close your text editor.


If ArcGIS Explorer was already running while you were makingchanges to the configuration file, close it and then restart theapplication. Configuration settings are read when the applicationstarts.

Click the File menu, and notice that the Add Content command is now disabled.

Because you configured your home server to disallow adding new content, this commandwill always be disabled.

Exercise 7


Click the Tools menu, and notice that the Options command is also disabled.

Setting the DisplayOptions value to false has caused this command to be disabled. Sinceyou left the value of the ManageTasks setting as true, that command is enabled.


Step 4: Provide a custom task from your server

Custom tasks can be developed for ArcGIS Explorer using the Software Developers Kit(SDK) and Visual Studio 2005. To deliver a custom task to other users, you need to makethe file containing the task (or tasks) available on your Web server. You must alsoprovide task information in a map or task NMF (new map file) file that describes the taskand specifies the location (URL) from which the task may be downloaded.

In this step, you will make a custom ArcGIS Explorer task (that has been provided foryou) available from your server. This custom task is available as a sample in the ArcGISExplorer SDK (along with many others), and will allow users to draw shapes on the map.

Use operating system tools (such as Windows Explorer) to navigate to the\Student\ISRV\Exercise07 folder.

Copy the ESRI.E2SDK.TrackShapesVB.dll and ESRI.E2SDK.TrackShapesVB.nmffiles from this folder and paste them in the \ArcGIS\Explorer folder under the Webroot of your Web server (e.g., \Inetpub\wwwroot\ArcGIS\Explorer).

Remember the .nmf file extension? These are files used to store ArcGIS Explorer maps(which are really just XML-formatted text files), such as the DefaultMap.nmf file yousaved in a previous step. In addition to defining maps, however, .nmf files may also beused to describe custom tasks.

The ESRI.E2SDK.TrackShapesVB.nmf file that you just copied contains information thatdescribes the custom task stored in the .dll file of the same name. You will need to makea single edit in order to provide a location (URL) from which the task may be



downloaded from your server. Users who are able to navigate to this file can open it andbegin the process of downloading the task from the location specified.

Open the ESRI.E2SDK.TrackShapesVB.nmf file using a text editor (such as Notepad).

The task .nmf file only contains a handful of configuration settings. Settings like<Assembly> and <Class> identify the full name of the .NET assembly and the name ofthe class that contains the task. The <DisplayName> element specifies the name toappear for the task in the ArcGIS Explorer interface. The <DownloadLocation> setting isparticularly important, as it indicates the URL from where the task (.dll) may be obtained.

Between the <DownloadLocation> and </DownloadLocation> tags, provide a URL tothe task .dll file. The URL should have the formhttp://<machine>/ArcGIS/Explorer/ESRI.E2SDK.TrackShapesVB.dll, as shown in theexample below.

Exercise 7


Save the ESRI.E2SDK.TrackShapesVB.nmf file, then close your text editor.

Now, anyone who has local access to this task .nmf file (e.g., other users on your localnetwork) can use the ArcGIS Explorer Task Manager to navigate to and download it.Unfortunately, Internet users will not be able to find this task .nmf file using ArcGISExplorer. Another option for delivering a task, therefore, is to embed the XML thatdefines the task into a map .nmf file.

You will now add the task to your DefaultMap.nmf file. That way, users of your homeserver will automatically get this task.


From the Tools menu, choose Manage Tasks.

In the Task Manager dialog box, click Get Tasks.



In the Select a Task dialog box, click Task Files (on the left).

Navigate to the ESRI.E2SDK.TrackShapesVB.nmf file in the \ArcGIS\Explorer folderof your Web server, and click Open.

ArcGIS Explorer will read the .nmf file for the task and use the DownloadLocationelement to locate the URL from which the task (.dll) may be downloaded. You will beprompted to confirm or cancel the download.

Exercise 7


Click Download to add the task.

The task appears in the list of available tasks in the Task Manager.

Select the TrackShapesVB Custom Task task and click the right arrow to add this taskto the current map.

Click OK to close the Task Manager and add the task to the map.

Click the task (TrackShapesVB) in the task window to activate it.



!

Use one of the tools in the task window to draw a shape on the map (point, line, orpolygon). Hint: For a line or polygon, click once for each vertex and double-click tocomplete the shape.

After executing, the task displays your feature on the map and adds a record to theResults window.

Note: Task results can be saved with a map. If your users want to sketch features on themap, they can save the map (.nmf file) and have these shapes (results) stored with themap.

You will now clear the results of running the task, and save the map again asDefaultMap.nmf.

In the Results window, right-click the results of running the Track Shapes task andchoose Remove. Do this for all results you have in the map.

If you save your map as the default map without first removing theseresults, all users of the home server will see your (saved) results uponstarting ArcGIS Explorer.

From the File menu, choose Save As.

Exercise 7


Navigate to the \ArcGIS\Explorer\Maps folder of your Web root directory and save themap as DefaultMap.nmf. If prompted to overwrite an existing file, choose Yes.


The task information (including the download location for the task .dll file) is nowembedded in the DefaultMap.nmf file. ArcGIS Explorer will now download this task forusers of your home server if they do not already have it installed.

Conclusion

In this exercise, you learned how to configure your ArcGIS Server system as a homeserver for ArcGIS Explorer. Setting up a home server for your organization or for thepublic allows you to control the map that users initially see (layers, extent, etc.), theappearance of the application, and even the functionality that will be available to them.



You also learned that custom ArcGIS Explorer tasks can be delivered from your server.Custom tasks may be created by developers using the ArcGIS Explorer SDK andcompiled to a .NET assembly in the form of a .dll file. Task information in a task .nmffile or in an ArcGIS Explorer map can direct the client application to a URL from whichthe task may be downloaded.

Exercise 7


8Administration and

optimization

Exercise 8: Read log files andtroubleshoot data access issuesEstimated time: 20 minutes

Exercise 8: Read log files and troubleshoot data accessissues


In this exercise, you will learn how to read ArcGIS Server log files in order totroubleshoot problems with the system. You will become familiar with the informationcontained in the logs and you will explore some ways in which you can filter log recordsto find the specific information you require.

You will also learn how to troubleshoot and resolve data access issues, which is acommon problem that may arise when publishing a GIS service.


▪ Locate the ArcGIS Server log files▪ Sort and filter log records▪ Find an error for a particular map service▪ Add the required database permissions for the ArcGIS Server SOC account

Step 1: Publish a map service

In this step, you will publish a map document that has been created for you as a new mapservice. The map service uses layers from the SanDiego ArcSDE geodatabase.

Start ArcGIS Server Manager and log in to it.

Click the Services tab.

Click Publish a GIS Resource.

Exercise 8


On the first panel of the Publish GIS Resource wizard, in the Resource drop-down list,navigate to the \ISRV\Exercise08 folder and select SanDiego.mxd map document.

Leave the default name (SanDiego) for the new map service.

Choose to publish the service into the existing folder called Maps.

Click Next.

In the following panel, leave the default settings for capabilities, and click Next.

In the summary panel, click Finish to create the service.

Upon completing the wizard, you are returned to the Services tab of ArcGIS ServerManager, where you see a listing for the new SanDiego map service.

On the Services tab, locate the listing for the SanDiego service (in the Maps folder).

Expand the listing for the service to see a preview.



Your preview image probably looks like the one shown above. If you were to preview theservice in ArcCatalog or create a Web mapping application with this service, you wouldstill not be able to see a map image. The service has a status of Started, so why doesn'tthe image appear? You will begin to troubleshoot the problem by examining the ArcGISServer log files.

Step 2: View server log files

To determine what might be wrong with the SanDiego map service that you created inthe previous step, you will examine the ArcGIS Server log files to see whether anywarnings or errors were generated when you started the service.

In Manager, click the GIS Server tab.

In the View panel on the left, click Log Files.

The log information displayed by Manager is read from log files in the C:\ProgramFiles\ArcGIS\server\user\log folder. These files are available in both .xml and .datformats.

Filter the log records displayed by choosing Maps/SanDiego.MapServer from theconfigurations drop-down list, as shown in the following graphic.

Click Apply to show only the records related to the SanDiego service.

Log information is categorized according to levels. Log records with a Normal level aresimply messages that describe standard server activity. Records characterized as Warningor Error level messages, however, indicate that something unexpected happened while

Exercise 8


the server was trying to do its work. When troubleshooting problems, Warning and Errorlog records are of the most interest.

You likely see a few Normal log messages that were generated when the SanDiegoservice was initially created. Server was probably able to start the service, read cacheinformation for the service (if any), and identify the cache folder that the service will use.

Question 1: How many Warning messages did you find in the log file for the SanDiegomap service?

______________________________________________________________________

Question 2: What is the cause of the problem for each warning?

______________________________________________________________________

______________________________________________________________________

Based on the log information, it appears that ArcGIS Server is having difficulty readingthe layers in the SanDiego.mxd map due to "insufficient permissions." Next, you will useArcCatalog to check data access permissions for the ArcGIS Server account that is tryingto read the data.

Step 3: Fix data access problems for ArcGIS Server

In order to read data used in a GIS service, the ArcGIS SOC account must have adequatepermissions to access the folder or database in which the data is stored.

Close ArcGIS Server Manager.

Start ArcCatalog.

In the Catalog tree, expand Database Servers, then connect to your SQLExpressdatabase by double-clicking it.



Right-click your database server and select Permissions.

Exercise 8


!

In the dialog box that appears, verify that the ArcGISSOC account appears as one ofthe database server users.

The name of your account may vary. ArcGISSOC is the defaultaccount used in the ArcGIS Server post installation. If the ArcGISServer SOC account is not listed here, please ask your instructor forassistance adding the account.

Click OK to close the Permissions dialog box.

Although the ArcGISSOC account is listed as one of the database server users, this doesnot mean that the account has permissions on the specific database that the SanDiegomap service is referencing.



Right-click the SanDiego geodatabase (under the database server) and chooseAdministration > Permissions.

In the Permissions dialog box, select (highlight) the ArcGISSOC account.

Exercise 8


Choose the Read Only option button to give the ArcGIS Server SOC accountpermission to read the data.

Click OK to apply the change and close the dialog box.

You now need to stop and restart the SanDiego service to force ArcGIS Server to re-readthe map document and the associated datasets.

In the Catalog tree, expand GIS Servers.

Next, expand the listing for your GIS server and the Maps folder beneath it.



Right-click the SanDiego map service and choose Stop.

Once the service has stopped, right-click it again and choose Start.

Each time a GIS service is started, ArcGIS Server re-reads the GIS object (mapdocument, address locator, geodatabase, etc.) on which the service is based. If you makechanges to an object that is the basis for a GIS service, you may need to restart theservice before the changes appear.

Exercise 8


Once the map service has started again, highlight it in the Catalog tree, then click thePreview tab on the right.

The ArcGIS Server SOC account can now access the data, and the map service draws asexpected. If you were to check the Server log files, you would find Normal level logrecords describing server activity when starting the service, but no more warningsregarding data permissions.

Close ArcCatalog.

Conclusion

ArcGIS Server records information about routine events that occur in the server, as wellas any problems that may be encountered, to log files. Events such as the starting andstopping of GIS services, configuring additional host (SOC) machines, or adding serverfolders are examples of common events logged by the server. Log files may be used totroubleshoot problems associated with a particular service or host machine.

In this exercise, you used server log information to identify a common problem thatarises when publishing GIS services: lack of adequate data access permissions for the



ArcGIS Server SOC account. You granted the minimum permissions required for theaccount, and were able to successfully publish the service.

Exercise 8



Question 1: How many Warning messages did you find in the log file for the SanDiegomap service?

Answer: You should have three warnings in the Server log file—one for each layerin the SanDiego.mxd map document.

Question 2: What is the cause of the problem for each warning?

Answer: The warnings have been generated because ArcGIS Server cannot accessthe data used for each layer in the map ("Insufficient permissions").



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