I am looking for Rules that will help Move Surveys from ArcGIS Online to out Enterprise Portal. * Is there documentation on this process? * Are there tools or utilities that help pre-check the Online surveys for Suitability on the Enterprise Portal? * Is there a Troubleshooting Aid to help determine the causes of Error Codes? Any guidance will be appreciated.

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Moving Surveys from ArcGIS Online to our Enterprise Portal

LouGallops

I am looking for Rules that will help Move Surveys from ArcGIS Online to out Enterprise Portal.

Is there documentation on this process?
Are there tools or utilities that help pre-check the Online surveys for Suitability on the Enterprise Portal?
Is there a Troubleshooting Aid to help determine the causes of Error Codes?

Any guidance will be appreciated.

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Anonymous User

Hi Lou,

How were the surveys created? In Connect or Web Designer?

Do you have existing production data in the feature service? Are you wanting to move the feature service as well as the survey Form item?

Phil.

LouGallops

Hello Phil,

Thanks for your time to respond.

The survey was created using excel in connect. I have existing test data in the feature service not production so a new feature service can be created and I can reconfigure the layer as necessary.

Best Regards,

Lou

Anonymous User

Hi Lou,

Yes, in that case the best option is to create a new FS and Survey in the new Portal, and not try to copy/migrate the currently published one over as there are a few limitations and workarounds that take longer than trying to create new again.

Phil.

AudreyEdwards

The original question is over a year old so I wanted to know if there were any updates on moving existing surveys created in both Web and Connect, with and without feature services, from Online to Portal.

Thanks!

Audrey

PaulCone2

Any update on writing a blog post on this? Also, how can this script work with orgs that use single sign-on with Microsoft Office 365? (Maybe that is a different blog post?)

ZacharySutherby

Hello @PaulCone2,

Here is the link to the blog post which contains the updated script. We also host the script and a number of others on our Survey123-tools github repo.

As for working with SSO orgs the script uses the ArcGIS API for Python for authentication, please use this link for their documentation on working with different authentication schemes. You would need to create an application in your organization and use the client ID from that application in your GIS connection.

Thank you,

Zach

MarcusVinicius_Duarte_da_Silva

Hello, @ZacharySutherby,

We have tried to run the script using three different forms. But we are getting 3 error messages (listed bellow), one for each form. They are just simple examples, with one or two questions, just created to test the script.
Any ideas on what we might be missing?

Thanks in advance!

Marcus

Error messages:

arcgis._impl.common._clone._ItemCreateException: ("Failed to create Form Test_Clone_Items: Failed to update Form Test_Clone_Items: 'charmap' codec can't decode byte 0x8d in position 1639: character maps to <undefined>", <Item title:"Test_Clone_Items" type:Form owner:portaladmin>)
arcgis._impl.common._clone._ItemCreateException: ('Failed to create Form Test_Clone_Items_Connect: Failed to update Form Test_Clone_Items_Connect: mismatched tag: line 5, column 197', <Item title:"Test_Clone_Items_Connect" type:Form owner:portaladmin>)
arcgis._impl.common._clone._ItemCreateException: ('Failed to create Form Testemigracao: File is not a zip file', <Item title:"Testemigracao" type:Form owner:portaladmin>)

ZacharySutherby

Hello @MarcusVDSilva,

The first error message is typically returned when there are special characters in the survey. For example in the manhole community sample one of the choice lists has these special characters as the choice labels:

These characters will cause the error message and has been logged as BUG-000146678.

For the second two errors would I be able to obtain a copy of the XLSForms used to create the surveys for testing on our end?

PaulCone2

Something you may stumble into is that moving your data from AGOL to Portal means it's in postgreSQL, which doesn't support camel case for variable names. I had to redo about 30 of them, including all the relationships. Not fun.

MarcusVinicius_Duarte_da_Silva

Thank you @ZacharySutherby , for your prompt response!

I'm sorry it took me so long to replay. All three forms a very simple and have Survey123 native questions.

The image below is for the first one, created using Survey123 website. And the XLSForm for the second one is attached

Form 9.zip

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