Open ArcMap or ArcGIS Pro (see Notes below on support for ArcGIS Pro) and select the GIS map containing the layers you wish to integrate. Create the GISOBJID and UPDATE_COUNT columns in the attribute table for each of the layers that you want to integrate with HxGN EAM.
There are several requirements related to case sensitivity for these columns, which
differ depending on which GIS application and/or version of HxGN EAM GIS is being
used:
-
For users of ArcMap; including all versions of the HxGN EAM GIS toolbar, lower-case field names for the GISOBJID and UPDATE_COUNT fields are not supported. In addition, any alias defined for these fields must match the field name exactly.
-
For users of ArcGIS Pro; with the HxGN EAM GIS Add-In prior to the 12.0.1 version, lower-case field names for the GISOBJID and UPDATE_COUNT fields are also not supported. As with ArcMap, field aliases must also match their respective field names exactly for both GISOBJID and UPDATE_COUNT fields.
-
For users of ArcGIS Pro; with the HxGN EAM GIS Add-In beginning at the 12.0.1 version, the fieldname for the GISOBJID field may be defined using either entirely uppercase or entirely lowercase characters, as either ‘GISOBJID’ or ‘gisobjid’ (i.e., camel case/mixed case such as ‘GiSoBjID’ or similar is not supported). In this scenario also, only aliases of either ‘GISOBJID’ or ‘gisobjid’, and either ‘UPDATE_COUNT’ or ‘update_count’, are supported for those key fields.
Next, install the HxGN EAM GIS extensions.
See Configuing GIS for more detailed information on creating the GISOBJID and UPDATE_COUNT columns and installing the GIS extensions.
The HxGN EAM GIS extensions are screens developed on the .NET platform. They are installed as an interactive toolbar in ArcMap, or ArcGIS Pro, and function as an extension of the HxGN EAM application with limited functionality inside ArcMap or ArcGIS Pro. They are created especially for ArcGIS Desktop and are powered by HxGN EAM web services. These are the same web services used by the base HxGN EAM application so all its business rules and data integrity constraints will apply to data created and updated. The toolbar functions will not become active in ArcMap or ArcGIS Pro until at least one map layer is integrated, meaning at least one layer has the GISOBJID and UPDATE_COUNT columns.
The next step is usually to create the data mappings using the extensions as mentioned previously.
See Mapping data types and HxGN EAM Map Feature Attributes for more a detailed discussion of data mapping functions in the HxGN EAM toolbar.
When setting up the data mappings prior to creating features as HxGN EAM equipment, you have the option to use an equipment profile, map the individual fields in the attribute table to the HxGN EAM database fields, set the mappings to use fixed values to populate the required HxGN EAM fields or a combination of all of these. An equipment profile contains all the values necessary to create an equipment record in HxGN EAM. You may also specify other values such as department and class. The profile must be for marked as a GIS profile or it will not be available when using GIS integration.
-
GIS integration with HxGN EAM is supported for both ArcGIS Desktop applications – ArcMap and ArcGIS Pro.
-
Functionality available in ArcMap via the HxGN EAM ‘toolbar’ (or ‘extensions’ as they are sometimes referred) is also available via the ArcGIS Pro Add-In; with the exceptions explained in section ArcGIS Pro - HxGN EAM Add-In functions.
If only minimal data is required to be synchronized between the two systems, then equipment profiles can be used along with a few mapped fields. Note that Profiles are not required. They are normally used if you want to create equipment or features automatically from HxGN EAM. Profiles are useful for easily providing department, organization as well as a general description when creating equipment. However, these fields may also be supplied through a specific mapping for each layer that has the values for organization and department supplied as hard coded values. If you are not automatically creating equipment or features from Inform EAM, it is recommended to use field mappings to supply the required fields for HxGN EAM records rather than using profiles. If additional data needs to be synchronized between the two systems, you may configure additional data mappings as needed to supplement profile data. Note that equipment profiles also come into play at two other points. On the GIS side, a profile must exist if using the Create Equipment function. On the HxGN EAM side, you will use profiles when creating GIS features from existing assets. Note that in HxGN EAM there is the option on the equipment record to create a GIS feature. This process requires an equipment profile to auto create a feature in GIS based the selected HxGN EAM equipment record.