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The content of this blog has now been refreshed and republished here.
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08-23-2015
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This 15 minute video is a brief Survey123 for ArcGIS tutorial. We will show you how you can create your first survey and have people collect data with it. An ArcGIS Online organizational account, Microsoft Excel and and a smartphone is all you need to follow along this tutorial.
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08-20-2015
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[Last updated April 4, 2020] Some of you are interested in using Survey123 for ArcGIS against ArcGIS Enterprise, so today we will describe succinctly how you can make that happen. Survey123 can work with versions 10.4 and newer of ArcGIS Enterprise. You can also make it work against 10.3.1, although as we will see there are some caveats. Survey123 for ArcGIS requires Portal for ArcGIS. Portal for ArcGIS is included with ArcGIS Enterprise at no additional cost with the Standard and Advanced editions. Typically, the Portal for ArcGIS license comes bundled with a number of ArcGIS named accounts, which you will need to publish new surveys and also to submit data to private surveys. Your Portal for ArcGIS must be configured with the ArcGIS Data Store. Creating a Hosted Server involves a handful of steps. First you need to install ArcGIS for Server. It is strongly recommended that you put an ArcGIS Web Adaptor in front. You will also need to install the ArcGIS Data Store and register it with your ArcGIS Server instance. Once your ArcGIS for Server instance and the Data Store are coupled, you will federate your ArcGIS Server instance with your Portal for ArcGIS, and designate it as your Hosted Server. For details on this, check the Configure a Hosting Server with your Portal help topic. Important note to 10.3.1 users: While technically possible, it is not recommended that you run Survey123 against 10.3.1. If running Portal for ArcGIS 10.3.1, you need to follow instructions as described in this KB Article. Also, READ CAREFULLY this KB Article too if you plan to upgrade to 10.4. If running 10.4 or newer versions, you can skip the steps in the KB article. Configuring ArcGIS for Server, the ArcGIS Data Store and Portal for ArcGIS is probably where you will spend most of your time. Once you have that in place, things are as follows: The Survey123 website and Portal for ArcGIS You can easily configure the Survey123 website to work against you own ArcGIS portal. Simply pass the URL of your portal to survey123.arcgis.com as shown below: https://survey123.arcgis.com?portalUrl=https://portal.domain.com/arcgis If you are working with a version of ArcGIS Enterprise older than 10.6, follow instructions in this KB article. While you can obviously bookmark the URL above to reuse it, it is much better to modify your ArcGIS Enterprise app launcher to include a shortcut to the Survey123 website. That way, anyone in your organization can easily access the Survey123 website without having to remember the syntax of the URL. You will find step by step instructions to create your own Survey123 website shortcut in the app launcher of ArcGIS Enterprise in this Technical Support Article. With your Survey123 website up and running against your own portal, you can publish new surveys using Survey123 designer, access the Data and Analyze tabs, etc. If your portal cannot be reached by our ArcGIS Online services because it sits behind your firewall, then the Feature Report functionality will not work. Survey123 Connect for ArcGIS By default Surey123 Connect is configured to work against ArcGIS Online, but you can click on the settings button as highlighted in the next screenshot to add a connection to your own portal. Clicking on the settings will allow you add the URL of your own Portal for ArcGIS. Just a couple of tips: Make sure you always use the https protocol. Do not forget to include the instance name of your portal. For example, below the instance name of my portal is ‘portal’, but by default the instance name is ‘arcgis’. You can really choose the instance name of your portal to be whatever you want… this is done during the installation of the ArcGIS web adaptor. Once logged in to your portal, you should be able to publish your own surveys into your own ArcGIS Enterprise. If you publish a new survey from a sample, template or existing XLSForm, Survey123 Connect will automatically create a new feature service for your survey. This feature service will live in the ArcGIS Data Store as a Hosted Feature Service. Alternatively, you can choose to create surveys on top of existing Hosted or Federated feature services. The Survey123 for ArcGIS mobile app Similarly to what we did in Connect, you can easily make your app point to your own Portal for ArcGIS. In the Sign In dialog access the Settings (button in the top-right corner of the signin dialog) and type the URL of your own Portal for ArcGIS, then Sign In with your Portal for ArcGIS credentials. Both Connect and the Survey123 for ArcGIS mobile app will remember the last portal you chose, so you will not need to go into the settings every time you want to login. You can of course, switch back into ArcGIS Online or any other portal at any time… Known Limitations If your Portal for ArcGIS is behind the firewall, you will not be able to use the Survey123 report services. Report services do not work with attachments from ArcGIS Enteprise (this is expected to be resolved in version 10.8.1 for surveys hosted in the ArcGIS Data Store). If using Survey123 Connect to publish surveys, make sure you set your question names to be all lowercase. This is because the ArcGIS Data Store in ArcGIS Entrprise only supports field names in lower-case The Microsoft Power Automate Survey123 module or connector is not supported against ArcGIS Enterprise (expected to be supported around July-August 2020). Hosted Feature Services in Portal for ArcGIS cannot have more than 500 fields per table. For this reason, if you have a Survey with more than 500 questions you will need to logically split it using repeats, or create several surveys. Public surveys are not supported in Portal for ArcGIS. You cannot publish to Portal for ArcGIS Surveys including a question of type 'end'. 'end repeats' and 'end groups' are fine, but the question 'end' will cause a publishing error. We are working on this and will try to fix. You cannot publish Surveys with Cascading Selects. Also in our radar. We are hoping to get this one fixed in the International Women's Day release (March 2016). [Fixed in Survey123 Connect for ArcGIS 1.2.56] If using Portal 10.3.1 you will not be able to publish surveys that: [Fixed in Survey123 Connect for ArcGIS 1.5] have questions with a NAME longer than 30 characters (OK to have long Labels) have a Title longer than 19 characters include a repeat. You should not publish to Portal for ArcGIS Surveys that include uppercase characters in the NAME column. While the Survey will publish fine, the Survey123 app will not be able to properly update attributes. We are hoping to get this one fixed in the International Women's Day release (March 2016). [Fixed in Survey123 Connect for ArcGIS 1.2.56] [This post was updated on February 12, 2016] [This post was updated on February 15, 2016] [This post was updated on March 10, 2016] [This post was updated on May 20, 2016] [This post was updated on July 29, 2016] [This post was updated on October 20, 2016] [This post was updated on January 31, 2017] [This post was updated on March 25, 2017] [This post was updated on July 22, 2017] [This post was updated on August,22, 2017] [This post was updated on October 11, 2019] [This post was updated on April 4, 2020]
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07-29-2015
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Field folks tired of typing the same thing again and again? Here are a few tips and tricks for pre-populating answers in the Survey123 app: Defaults: Default answers for survey questions can be set in the default field of your spreadsheet when you are designing your form. This will pre-populate your survey question with the same answer every time you begin a new survey. This is especially useful when the majority of the time, the answer to your survey question will be the same. You can still edit the default answer if required, but setting the default answer could save you a lot of time and energy when filling out your surveys. Default answers can hold constants, like a string, but can also support some expressions. For example, the today() expression takes the current date. Calculations: Calculations are similar to Defaults, but not quite the same. Unlike the Default column, which gets evaluated only when the survey is opened, calculations are evaluated every time answers in your survey change. Calculations can take advantage of existing answers in your form. For example, the expression 100 - (${Q1}+${Q2}) added in the calculation column of a question will sum the values of questions Q1 and Q2, substract that value from 100 and set that value in your question. The user will be able to overwrite that value, but at least you got a good guess as provided by your expression. Do not confuse Calculations (the column) with Calculates (the type): they are related, but are not the same thing! Favorites: After you have entered answers into the Survey123 app, you are able to save these answers to be used in subsequent surveys by setting your favorite answers. Using the favorites menu in the top-left corner, you can use the current state of your survey to set as favorite answers. This could include every answer to the survey, or only one or two key pieces of information (e.g., street name). Once you have set your favorite answers, you can insert them into new surveys by opening the the favorites menu and selecting Paste answers from favorite. This will enter your favorite answers into your new survey. If at any time you need to change your favorite answers, simply enter them into your current survey and select Set as favorite answers. Any time in the field, when you find yourself entering repetitive information, you can easily use your current answers to pre-populate subsequent surveys. The survey that has been used to set your favorite answers will be marked with a star. Copy a survey from the Sent Folder: By tapping on a survey from the Sent folder, you can choose to create a copy of the survey to submit a new entry or open the survey to make changes in it. We hope this will make it faster and easier for folks in the field to get their job done!
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07-29-2015
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Hi Humza, Web AppBuilder for ArcGIS and AppStudio for ArcGIS help you build GIS apps. Unlike Web AppBuilder for ArcGIS, which is focused on apps that run on your browser, AppStudio for ArcGIS is about building apps that run natively in smartphones, tablets and desktops. You can customize apps built with Web AppBuilder for ArcGIS and AppStudio for ArcGIS, but you will use different programming languages. AppStudio for ArcGIS apps can be created and extended using QML and Javascript. Note that this is not the same as the ArcGIS API for Javascript that you would use with Web AppBuilder for ArcGIS. The development environment is different, because the apps you build (web versus native) are quite different too. However, QML and Javascript are relatively familiar ground for web developers, and that is one of the appeals of AppStudio for ArcGIS. To learn more about AppStudio for ArcGIS, I would encourage you to have a look at the AppStudio for ArcGIS video channel. AppStudio for ArcGIS | ArcGIS Video There are some brief demos, tutorials and a technical deep dive. To start using AppStudio for ArcGIS go into http://appstudio.arcgis.com AppStudio for ArcGIS is still in Beta as of July 2015 and planned to be released later in the year. We will be sharing more about this product as the release date gets closer. Thanks for your question. Ismael Chivite Senior Product Manager, Esri
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07-01-2015
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Hi, I suggest that you use EDN (http://www.esri.com/software/arcgis/edn ) licenses for your new 10.2.2 machines. ArcGIS Server 10.2.2 and 10 are quite different so you will want to take your time understanding the architectural changes, the new publishing workflows, new available applications and capabilities. With EDN you can setup 10.2.2 in your development machines while you learn and execute your migration. Once you move your ArcGIS Server 10.2.2 machines into production, you can reauthorize them with 10.2.2 production licenses, which you can get from the Esri Customer Care portal. With your EDN licenses you can install ArcGIS Server in as many machines as you wish for development purposes. In addition, you can use your EDN licenses to create map caches that later you can use in production. You may want to keep your EDN licenses around even after your migration is complete, so you can have access to as much computing power you need for your caching workflows without having to incur into extra production-licenses. For details on this see: http://www.esri.com/~/media/Files/Pdfs/legal/pdfs/e204_e300.pdf "Additional Terms of use #24". If you would like further details, please contact your Esri representative as you may qualify for additional licensing advantages. Ismael Chivite
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05-06-2014
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Hi, collector requires either an ArcGIS Online subscription or Portal for ArcGIS. If you want to take your ArcSDE data into collector, you will also need ArcGIS Server. Have a look at this:http://resources.arcgis.com/en/help/main/10.2/index.html#//0154000006m1000000 and this: http://video.arcgis.com/watch/3474/using-collector-for-arcgis-with-arcgis-server-1022 Ismael
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04-18-2014
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Hi, if you are using version 10, you may want to use this forum: http://forums.arcgis.com/forums/9-ArcGIS-Server-%2810.0-and-prior%29-.NET Ismael
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04-18-2014
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Hi, When using your own ArcGIS Server services or ArcGIS Server services from the ArcGIS Data Appliance, you will not incur into any credit consumption. ArcGIS Online credits are only consumed when you use for fee ArcGIS Online services. Unless you configure Portal for ArcGIS to specifically hit ArcGIS Online services that consume credits, you will not see any credit consumption in your ArcGIS Online account driven from Portal. For details regarding pricing and licensing, please contact your account representative. Alternatively, you can ask questions through the 'request pricing information' link at: http://www.esri.com/about-esri/contact Thanks, Ismael Chivite
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04-16-2014
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Hi! Starting at ArcGIS 10.1, Map Server Definition (.msd) files have been replaced with Service Definition Draft (.sddraft) and Service Definition (.sd) files. Every MXD document from which you were able to create an MSD in 9.3.1, you should be able to be able to convert into a Service Definition. You can relatively easily use Python to programmatically change your 9.3.1 MXDs and publish them to 10.2. Updating your mxds (use from a machine running ArcGIS Desktop 10.2): import arcpy mxd = arcpy.mapping.MapDocument(r"C:\Project\Project_default.mxd") mxd.findAndReplaceWorkspacePaths(r"C:\Project\Connection to Default.sde", r"C:\Project\Connection to Version1.sde") mxd.saveACopy(r"C:\Project\Project_V1.mxd") del mxd (From: http://resources.arcgis.com/en/help/main/10.2/index.html#/Updating_and_fixing_data_sources_with_arcpy_mapping/00s30000004p000000/) Publishing your mxds (also run from a machine running 10.2): import arcpy # define local variables wrkspc = 'C:/Project/' mapDoc = arcpy.mapping.MapDocument(wrkspc + 'Project_default.mxd') con = r'GIS Servers\arcgis on MyServer_6080 (admin).ags' service = 'Default' sddraft = wrkspc + service + '.sddraft' sd = wrkspc + service + '.sd' # create service definition draft arcpy.mapping.CreateMapSDDraft(mapDoc, sddraft, service, 'ARCGIS_SERVER', con, True, None) # analyze the service definition draft analysis = arcpy.mapping.AnalyzeForSD(sddraft) # stage and upload the service if the sddraft analysis did not contain errors if analysis['errors'] == {}: # Execute StageService arcpy.StageService_server(sddraft, sd) # Execute UploadServiceDefinition arcpy.UploadServiceDefinition_server(sd, con) else: # if the sddraft analysis contained errors, display them print analysis['errors'] (From: http://resources.arcgis.com/en/help/main/10.2/index.html#/AnalyzeForSD/00s30000006p000000/ ) You can also find useful scripts for administering ArcGIS Server here: http://resources.arcgis.com/en/help/main/10.2/#/Scripting_ArcGIS_Server_administration/0154000005p3000000/ If you are not familiar with ArcGIS Server Data Stores, please have a look at this: http://resources.arcgis.com/en/help/main/10.2/#/About_registering_your_data_with_the_server/015400000505000000/ Data Stores are a concept that did not exist in 9.3.x or 10. It is important to understand what they do. Data Stores can be created programmatically too. Ismael Chivite
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04-12-2014
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Hi, this does not look like an ArcGIS Server issue at all. Just to be clear, the only port that needs to be opened to internet users is whatever port your IIS web site uses (typically http:80). Opening additional ports is not strictly necessary for your ArcGIS services to be accessed. At first sight it looks like your organization has some sort of proxy on top of your Web Adaptor. This proxy is most likely blocking calls to your ArcGIS Server once the url goes beyond .../services/ I would start by showing your IT department the issue. You can also open a Technical Support incident with Esri to dig deeper. Finally, I noticed that your administrative end points are open (accessible over the internet). It is good practice to hide them. This can be done easily through the Web Adaptor configuration page (a simple checkbox). It is not like people will be able to administer your server right away (your admin credentials are needed), but hiding your admin end points is good practice. Ismael Chivite ArcGIS Server Product Manager
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04-05-2014
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Hi, I completely agree that you could create a different feature service for every version. Alternatively, if you are willing to write a custom web application, you can publish a single feature service, and let web applications switch the version to be displayed/edited on the fly. In fact, it is possible to create new versions from a web application, if you every need to do that as well. I have seen people create such custom web applications and have the apps switch to the appropriate version without the user knowing. Say John connects, then the web app switches to Johns version. And I Adam connects, the same web app, against the very same feature service persists all changes from Adam into Adams version. An example is showed here http://video.arcgis.com/watch/1703/web-editing-in-arcgis-for-server You will want to fast forward until 53:30. This capability was added in ArcGIS 10.1. You can learn more about it here http://resources.arcgis.com/en/help/rest/apiref/ (look for "gdbVersion" in the What is new section). You will notice that operations for querying, editing and exporting map images support this parameter. Out of the box applications such as the Viewers or ArcMap do not use this capability (although you could still use ArcMap against your geodatabase directly instead of going through the feature serice), but you could through your own applications. Using this technique can make everything easier to administer (you do not need to create new services when a new version is created). Ismael
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04-05-2014
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Hi, Publishers and Administrators can see and update/delete any existing services. From this perspective, it does not add much to create separate groups of Publishers/Administrators. Some people want better control, so for example a particular publisher can only edit/delete services that he/she created. This is something that we have enabled in ArcGIS 10.2 for Server, when used in combination (Federated with Portal) with the Portal for ArcGIS extension. Ismael
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08-26-2013
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Hi, please contact your Esri Technical Support representative so you we can help you with this. The error message is too generic for us to help through the forum. Thanks, Ismael Chivite
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08-26-2013
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Hi, you may want to try controlling the clean up time of your output directory. By default the output folder is cleaned up after 10 minutes which may be too often in your case. In ArcGIS Server Manager, log as an administrator, go to 'site', then 'directories' and edit the output folder clean up time increasing the time. Ismael
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08-26-2013
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