Share data workflow

Project owners who want to collaborate with more organisations can now copy a share link to share their organisation’s capital works with their contacts. No more emailed spreadsheets or PDFs. Guests can register to view works via the platform, and those with a paid subscription can even upload data and receive collaboration opportunities. Roles: Organisation […]

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Live Connect ArcGIS Server Connection

The first step of configuring a Live Connect is to connect to an ArcGIS Server, or ArcGIS Online. Note: If you attempt to connect to an ArcGIS Server, the server must use a trusted certificate. Self-signed certificates will not work. Enter a server URL into the input box. The server URL must take the form […]

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Live Connect Synchronisation Settings

The Live Connect Synchronisation Settings specify how your Live Connect will be scheduled and processed within SmarterWX. Each time a Live Connect process is synchronised, it creates a new Workspace in SmarterWX and adds/updates/deletes your Projects or Exclusion Zones based on the data in your Feature Service. Enter a new Live Connect Configuration Name. Once […]

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How to create a Live Connect Configuration

Live Connect allows you to schedule on-going imports of your projects and exclusion zone data using ArcGIS Feature Services. This is beneficial because it allows you to connect directly to your projects and exclusion zones source data. As such, as you add/update/delete data from your source data, SmarterWX reflects these changes each time your Live […]

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Getting Started as a Publisher

Publisher Workflows Welcome to SmarterWX . To publish data to SmarterWX for your organisation you should complete the following tasks: Data Preparation How to Create a Workspace How to Upload your Construction Project Data How to Upload Exclusion Zone Data How to create Matching Rules How to Publish a Workspace

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How to Create Matching Rules

Matching Rules Once the Publisher has verified that the data is correct they will then set the opportunity and conflict rules for the organisation.  These can be copied from any existing live workspace. Opportunity Rules The Opportunity Rules describe the distance between projects and exclusion zones for which they will be considered to overlap, and the […]

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How to Publish your Data using Upload (Video)

This video provides an introduction to the process of loading data into SmarterWX. For more details including the data schema and the configuration of matching rules, see How to Add your Data into SmarterWX. (Note – this video does now show the options for using Live Connect as a method to publish data into SmarterWX.)    

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Glossary

Administrator – Highest level of access within the system. The user has access to all areas within SmarterWX and can perform all tasks Areas of Interest – Any user in the system can define multiple areas of interest. Any projects or exclusion zones that are added, updated or removed from the area of interest will be […]

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How to Create Opportunity Rules

Matching Rules Once the user has verified that the data is correct the Publisher will set the opportunity and conflict rules for the organisation.  These will be copied from any existing live workspace. Matching rules are defined either as part of the data upload process (if you are using file uploads) or when configuring Live […]

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Workspaces

A Workspace contains all your projects and/or exclusion zones along with all of your matching rules or space and time buffers. A workspace can be created either by uploading data files or through Live Connect synchronisation to your GIS server. (Live Connect creates a new workspace each time the synchronisation task is scheduled to run). […]

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