Available with the ArcGIS Indoors Spaces extension.
Before creating the Indoor Space Planner app, you must prepare a map for Space Planner and share the map to your Enterprise organization. The following sections describe how to create the Space Planner app, configure workspace areas, and configure the app's settings.
Verify a map and layers online
After publishing the Space Planner web map, review it and ensure that all of the required layers and tables are present in your ArcGIS organization. Share the map with members of your organization as needed and save any required changes. This verification is important because the required layers for Space Planner must be in place and shared properly for the app to be successfully deployed.
Create the app
Once the Space Planner web map is configured and the required layers and tables have been verified, create the Space Planner app from the Space Planner web map item page.
To create the Space Planner app, complete the following steps:
- Verify that you are signed in to your ArcGIS Enterprise portal and have the necessary privileges to create content.
- Browse to the Space Planner web map
and click the map title.
The map's item page appears.
- Click Create Web App and click Configurable Apps.
The Create a web app window appears.
- Click the Show All tab.
- Type Indoor in the search text box.
- Choose the Indoor Space Planner template.
If you can't find the Indoor Space Planner template, verify that your ArcGIS organization is licensed for ArcGIS Indoors.
- Click Create Web App.
- Provide the title, tags, summary, and folder.
- Click Done.
The minimum requirement for configuring the app is to choose a Space Planner web map. The Space Planner app is created using the Space Planner web map as the source and the chosen options in the active Configure App panel. You can switch to a different Space Planner web map in the Configure App panel and make configuration changes, such as setting merge permissions or configuring automatic sign out.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click the Close button
at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Alternatively, you can close the Configure App panel and start creating plans on the specified map.
Restrict ability to merge plans to a group
You can restrict the ability to merge plans to a specific group of people in your ArcGIS organization. In ArcGIS Enterprise, anyone who has access to the plan and is assigned the Default Editor role or higher editing privileges can make changes to plans and merge them.
Note:
Only one group can be chosen to restrict the ability to merge plans. It is recommended that the group settings are configured so that the group is visible only to group members, and members can only join the group by invitation.
To restrict the ability to merge plans to a group, complete the following steps:
- Verify that you are signed in to your ArcGIS Enterprise portal and have the necessary privileges to create content.
- Create a group in your ArcGIS organization that contains members that you want to allow to merge plans.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Turn on the Restrict merging capability to authorized users only toggle button in the Space Planner Merge section.
A Select authorized groups drop-down menu appears for you to select a group.
- Click the Select authorized groups drop-down arrow and choose the group you created.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click the Close button at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Configure automatic sign out
You can configure Space Planner to automatically sign out users after a period of inactivity. This can help prevent unauthorized access to corporate floor plans and other related indoor information by people who have access to staff computers when staff are away.
To configure automatic sign out, complete the following steps:
Note:
Ensure that changes are saved in the Configure App panel before closing it.
- Verify that you are signed in to your ArcGIS Enterprise portal and have the necessary privileges to create content.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click the Enable Auto-Sign out for app inactivity toggle button in the App Auto-Sign out section to turn on the automatic sign out feature.
The Idle Time (seconds) and Popup Time (seconds) parameters are enabled.
- Specify a duration for Idle Time (seconds).
This is the number of seconds the app can be left idle before displaying a pop-up to determine if the app is still in use.
- Specify a duration for Popup Time (seconds).
This is the number of seconds the pop-up appears before anyone who is signed in is automatically signed out. The duration is included in the pop-up and counts down.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click the Close button at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Configure list filters
You can configure the fields used to filter the Assignments, Unassigned People, Units, and Unassigned Units lists in the app. To configure list filters, complete the following steps:
- Verify that you are signed in to your ArcGIS Enterprise portal and have the necessary privileges to create content.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click the Next
button on the Configure App panel to access the filters section. - Review the check boxes for available field filters for Assignments, Unassigned People, Units, and Unassigned Units.
The check boxes are checked for the following fields by default:
- Filter (Assignments)—department, facility, job title, level, site, team
- Filter (Unassigned People)—department, job title, site, team
- Filter (Units)—facility, level, site
- Filter (Unassigned Units)—facility level, site
Fields can be filtered differently based on their data type:
Field type Filter by Number
A single value or a range of values. You can define the range by setting a minimum value, a maximum value, or both.
Date
A single date or a range of dates. You can define the range by setting a minimum value, a maximum value, or both.
String
A single field value.
Coded value
A single field value.
Note:
Geometry fields, such as the Shape field, cannot be set as filters.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click the Close button at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Display a configured unit name
You can configure how the unit name appears throughout the app. For example, you may choose to display a unit's long name if some units have identical short names. The third breadcrumb in the Configure App panel contains the configuration option.
To configure a unit's name, complete the following steps:
- Verify that you are signed in to your ArcGIS Enterprise portal and have the necessary privileges to create content.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click the Next button on the Configure App panel to access the Unit Name section.
- In the Unit Name section, click the drop-down arrow to review the fields you can use to configure the unit's name throughout the app.
The options in the drop-down menu include text fields from the Units feature class.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click the Close button at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Configure workspace areas
You can configure workspace areas to enable booking capabilities for the types of units that are relevant to your organization. For example, if your organization plans to manage only office hotels using Space Planner and does not have a need to do the same for hot desks or meeting rooms, you can create a workspace area that includes only office hotels.
To configure workspace areas in Space Planner, complete the following steps:
- Verify that you are signed in to your ArcGIS Enterprise portal and have the necessary privileges to create content.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click the Next button on the Configure App panel to access the Workspace Areas section.
- In the Workspace Areas section, ensure that the check boxes are checked only for the types of units that your organization manages:
- Hot Desks
- Office Hotels
- Meeting Rooms
If office hotels or meeting rooms are enabled, select either Microsoft 365 or the Reservations layer as the reservation method for each.
Note:
The Microsoft 365 or Reservation layer option is for use within Space Planner. Ensure the same option is selected for configuring workspace reservations in Indoor Viewer.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click the Close button at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
You can create workspace areas in plans based on the selected configuration and assign units and occupants to them.