INFORMATION MANAGERS ROUNDTABLE SHELLEY COOKE, WHITNEY WEBER MONDAY APRIL 23, :30 3:00 PM PST

Transcription

1 INFORMATION MANAGERS ROUNDTABLE SHELLEY COOKE, WHITNEY WEBER MONDAY APRIL 23, :30 3:00 PM PST

2 I. Biotics 4 Session Topics Compatibility issues, other common challenges, support for Biotics 4 (Informational, DM discussion) Tools and techniques - Extending the utility of Biotics 4 with interesting tools and external applications (DM discussion) II. Biotics 5 Preview of coming attractions (Informational) Biotics 5 trailer Progress and timetable Pilot Testing Preparing for Biotics 5 (Informational) Biotics 5 Q & A (DM discussion)

3 Biotics 4

4 Biotics 4 Compatibility Biotics 4 System Specifications compatibility tested Compatibility issues in new environments Windows 7/Windows 2003 OS: KB article 655: Windows 7 Is Biotics compatible? KB article 656: Installing ArcView 3.x on Windows 7 KB article 616: Installing Mapper on Windows 2003 or Windows 7 KB article 619: Default legend symbols don t work in Mapper on Windows 2003 server 64-bit: KB article 629: Installing the Biotics client on 64-bit machine Oracle 11: Not tested for use with Biotics 4 by NatureServe For information on the experience of others see DM contacts list in KB Other common problems

5 Support for Biotics 4 Support will continue through 2013 and be phased out in 2014 Life Cycle stages 1. Market introduction / General Availability ( ) 2. Growth/Extended ( ) 3. Maturity ( ) No new versions or patches Standard support provided (helpdesk and ) Continued expansion of online information and Knowledgebase With release of Biotics 5 in 2013 we will enter the last 12 months of this stage Limited support provided (helpdesk and ) New environments not certified Few updates to online information (i.e., Knowledgebase) 4. Saturation and decline/retired (2014) final phase of Biotics 4 Standard helpdesk and support ends Access to very limited support through Biotics 4 online help archives

6 Data Manager Shoptalk Data Managers roll call Making the most out of your Biotics 4 system Tools and techniques Interesting and innovative

7 Biotics 5

8 Preview of Coming Attractions BY THE NATURESERVE INTERNATIONAL NETWORK OF BIOLOGICAL INVENTORIES connect.natureserve.org/files/bwb2012/120423_d3_scooke_rsolomon.wmv

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10 Progress and Timetable

11 Member Program Milestones This Year prototype release pilot testing production release

12 Project Status Member Program release development in full swing Confirmed technical approach for tabular and spatial editing Team of 4 developers working on monthly iterative release cycle

13 What s New New server environment: OS: Windows 2008 R-2 Service Pack 1 Oracle 11 g (with spatial component) ArcGIS Server 10.1

14 Monthly Milestones Feb Mar Mapper basic map viewer query, selection, view feature details generic drawing and annotation early editing capability Tracker generic database operations edit scientific name details extensible data, grid fields read-only pages Apr May Jun create and save MAs and Sites subnational element screens integrate Mapper/Tracker code base, support localization secure map services support user access levels finish spatial workflow for EOs and SFs delete records support user logins basic editing for spatial records deploy test environment for external pilot testers other core maintenance screens Next bulk import spatial features observation integration (Kestrel) remaining maintenance screens data exchange, administrator

15 July Dec 2012 Pilot Testing Pilot Type Expectations & Effort Terms of Use Dedicated instance User access set and controlled by program Oracle and GIS data converted, configured and hosted at NS Follow scripted testing plans Provide structured feedback on prep, conversion, usability Approximate level of effort ~ 150 hours over 6 to 9 months Limited to 4 program instances (to start) Potential pilots include Technical Review Team members, SWG-C partners, early investors Confirmed staff capacity Secured funding for production SaaS license Shared instance Shared user access with non-sensitive data from a volunteer program Available for ad hoc testing by network members Periodic new release updates with targeted test scenarios Opportunity for volume, performance load testing

16 TRANSITIONING TO BIOTICS 5

17 Preparing for Biotics 5 - Tabular data Responsibility Member Program Task Update Biotics to the most recent version Clean up database (DBIC) Provide database to NatureServe NatureServe Migrate Oracle database Update Oracle tables/views to accommodate changes

18 Basemap Spatial Data Terminology Provides a background of visual and geographical context for the content that you want to create and display in the map. Choose from a gallery of options including topographic and imagery. Reference Layers Configurable library of operational layers that can be used to: calculate spatial attributes select and copy features perform spatial searches or other analyses Examples include: watersheds, counties, township-range-section Managed Layers Core, editable layers in Biotics with custom business rules/workflows Element Occurrences, Source Features, Managed Areas, Sites

19 About Map Services Basemaps Commercial basemap services (e.g., Esri, Bing) Other basemap services (in supported format) Cached (tiled) map service for fast performance WGS 84 Web Mercator (Auxiliary Sphere) projection Reference Layers Hosted by your agency (in supported format) Esri ArcGIS Server map service Dynamic or cached map service WMS not supported at this time, but may be added later NatureServe hosts map service for you Provide zip file of physical layers Provide MXD

20 Preparing for Biotics 5 Spatial Data Responsibility Member Program Task Provide managed layer shapefiles Identify reference map layers needed Confirm source and format of hosted map services Prepare Map Document (.mxd) and zipped reference layers to be hosted by NatureServe NatureServe Import managed layer shapefiles into Oracle geodatabase Configure reference map services

21 Supporting External Applications Survey review What external applications are you using with Biotics 4? Why is the application being used? How does the application access the Biotics database?

22 Getting the Latest Information

23 Q & A

24 Appendix: More Conversion Details

25 Providing Biotics 4 to NatureServe Update Biotics to most recent version: SELECT * FROM DB_UPGRADE_HISTORY; Patch 11 Tracker Mapper CLEAN DBIC.rpt: KB article 186 NO warnings/errors/problems/ Tablespace_sizes.log: KB article 464 Biotics backup zip file: KB article 465 BIOTICS folder Mapper server component, including master shapefiles and configuration Biotics_del.dmp Oracle backup of deleted schema Biotics_user.dmp Oracle backup of regular schema

26 Map Viewer

27 About Cached Map Services Saved images of layers at specific scales Benefit: improved performance Limitations: does not allow filtering does not allow layer visibility to be altered (ie. can t be turned on or off)

28 About Cached Map Services Must use same projection as map viewer s projection ArcGIS Server cannot reproject cached services. WGS 84 Web Mercator (Auxiliary Sphere) projection enables the map services to be used in conjunction with any of the major online base maps (Esri, Bing, Google). Cached services in the WGS 84 Web Mercator (Auxiliary Sphere) projection will provide the best performance If cached services are in a different projection, they can be created as dynamic services, which will allow them to be reprojected; however, we don't know enough about the underlying data sets to know what performance will be like. It's possible that this won't be sufficient, and you'll still need to provide cached services in the target projection. It is not necessary to reproject all of the individual layers but just alter the projection of the map documents. Then republish the map documents as a second service (second to what you re using for your purposes), and build the cache.

29 Identify Map Layers for Inclusion in Biotics 5 What themes are currently referenced in Navigator? SELECT THEME.*, THEME_LOCATION.LOCATION FROM THEME, THEME_LOCATION WHERE THEME.LOCATION_KEY = THEME_LOCATION.LOCATION_KEY Some may be included in base map service (i.e. topos & aerial photos) Some may no longer be used Which themes are used to calculate spatial attributes? SELECT THEME.THEME_ID, THEME.THEME_NAME, THEME.THEME_SRC, THEME_LOCATION.LOCATION FROM THEME, THEME_LOCATION WHERE THEME_ID IN (SELECT SOURCE_THEME_ID FROM AD_CALC_SPAT_ATT WHERE SOURCE_THEME_ID IS NOT NULL) AND THEME.LOCATION_KEY = THEME_LOCATION.LOCATION_KEY Less likely to be in base map service Need to include in map service if still to be calculated

30 Prepare Map Document (.mxd) Should reflect how you want to see data layers within the map viewer including: Use relative path names Group Layers to organize data layers Define Layer Names Set appropriate Scale Range Define Aliases for fields Symbolize appropriately Define Legend labels Provide Definition queries, as appropriate Repeat layers within mxd with various legends if more than one legend is desired