ArcGIS Pro

Get Started with the Business Resilience Solution

As a command center analyst, you’re responsible for timely management of the company’s facilities and communicating with facility managers in case of an event, such as a natural disaster, to understand the facilities’ status on workers, goods, and accessibility. The Business Resilience Solution allows you to understand these key assets and communicate with the managers to decrease risk.

In this lesson you will deploy the Business Resilience Solution and configure the web app and survey using data from your organization. At the end, you will have a web app that allows you to monitor your facilities’ status and communicate with facility managers during events.

Explore the Business Resilience web app

Before you deploy the solution in your organization, you’ll first explore the demo application to understand the final product and how different items in the solution work together. As a command center analyst, you’ll identify facilities potentially impacted by a weather event, and communicate with the corresponding facility managers.

1. Open the Business Resilience Try it Live web app.

The app opens showing facilities’ status in the left pane and showing live weather and disaster feeds in the right pane. The map displays facilities which are color coded to determine their operational status.

The Layers pane on the right includes several live feeds of data that you can turn on and off to understand which facilities may experience an event.

2. In Layers panes, turn on all layers under Weather Layers.

Weather Layers toggled on

The map updates to show information about each event. You can click on a feature in the map to view a pop-up for more information. Based on information from the live feeds, you can predict which facilities may be impacted by an event. You can then select those facilities in the web app and ask them to respond to an Operational Assessment Survey, which will update you on their status.

3. In the Facilities pane, expand Impacted by Event and select Broderick – CA.

The Broderick, CA facilities is impacted.

A pop-up appears on the map for the facility location. The pop-up is formatted to display the facility data in an easy and informative way. Notice that it includes inventory and employee information, as well as contact information for the facility manager. From here you can send the Operational Assessment Survey to the facility manager.

4. In the Broderick – CA pop-up, click Click here to send Operational Assessment to Facility Administrator.

The Broderick, CA pop-up survey URL.

This link prompts a pre-populated email to be sent to the facility manager. The prompt will appear in your default email application or asks you to choose an application to open it with. The email also includes a survey URL that allows managers to update you on a facilities’ status.

Sample email to facility manager.

5. Inside the email, click the survey URL.

Note:Alternatively, access the survey URL here: https://survey123.arcgis.com/share/69224ba22f30465884a050af5a5670df?field:Facility_ID=1037.

The Operational Assessment survey opens in your browser. This pre-configured survey is part of the Business Resilience solution that you will configure in the lesson.

6. Expand Facility Location Details.

The Operational Assessment Survey, facilitiy location details question.

Note that the Facility Location Details are pre-populated based on the Broderick, CA facility. This part of the survey is specific to each user and will need to be configured using your unique data. After the facility manager responds to this survey, the information will be automatically updated in the Business Resilience web app.

7. Close the Operational Assessment Survey tab and email prompt, then return to the web app.

In this section, you explored the Business Resilience Try it Live application, which you will re-create in the following sections. To do this, you will first geocode your facility data, then configure the Operational Assessment Survey to use your facility data, and finally configure and enable the Business Resilience web app.

Deploy the Business Resilience Solution

The Business Resilience Solution is deployed through the ArcGIS Solutions Deployment Add-In. The add-in provides step by step instructions for solution deployment and configuration.

Note: If needed, you can download and install the ArcGIS Solutions Deployment Tool here. To access the Business Resilience solution, you will need to download and install the most recent version.

To deploy the Business Resilience Solution, complete the following steps:

1. Start ArcGIS Pro and under New, click Map. Name your project Business Resilience.

2. On the Share tab, in the Deploy group, click ArcGIS Solutions.

In the Share tab, the ArcGIS Solutions button.

3. In the Tasks pane, double-click Deploy an ArcGIS Solution.

4. Click Options and ensure Use Existing Items in the Organization is unchecked.

In the Solutions pane, Use Existing Items in the Organization is unchecked.

Note: When Use Existing Items in the Organization is enabled during deployment, the tool will search the organization to determine if the item has already been deployed. If an item is found, the tool will reuse the item rather than creating a duplicate copy.

You will create a folder in your organizational account where the solution items will be deployed.

5. Search for and select Business Resilience. For Output Folder type Business Resilience, then click Deploy.

6. The solution will take several moments to complete. After the solution is deployed, click Finish then close the Tasks pane.

Make your data spatial with Geocoding

Currently, your facility data resides in a CSV file with geographic information such as street address, state, and zipcode. In this section, you will geocode the address information to turn the tabular CSV file into spatial data to display on the map. Geocoding is the process of assigning address information a latitude/longitude location.

You’ll first add the Facilities feature layer that was deployed with the Business Resilience Solution.

  1. In the Catalog pane, on the Portal tab, open the Business Resilience

Note: To open the Catalog pane, on the ribbon, in the View tab, click Catalog Pane.

On the Portal tab is the Business Resilience folder.

2. Inside the folder, right-click Facilities and select Add to Current Map.

The Facilities layer is currently empty, but you will populate it with facility data from a CSV file. This layer is specifically designed to work with the Business Resilience web app.

3. Download Facility Data.csv.

The Facility Data.csv file is an example of how your organization’s data may be structured. To be used in this workflow there should be geographic attributes, such as separate columns containing the street address, city, state, and zipcode or longitude and latitude. Facilities.csv also contains attributes on square footage, inventory value, daily sales, and contact information.

4. Return to ArcGIS Pro, and on the ribbon, on the Map tab, in the Layer group, click Add Data. Browse to and select Facility Data.csv to add it to the project.

On the Map tab, the Add Data button.

The Facility Data.csv file contains address data, which you will geocode. Alternatively, if the dataset included latitude and longitude values you could right click on the table and select Display XY Data to use the XY Table to Point tool instead.

5. In the Contents pane, right-click Facility Data.csv and choose Geocode Table.

6. In the Geocode Table pane, click Start. The geocoder detects that your address data is contained in more than one field. Click Next.

7. For Input Locator , choose ArcGIS World Geocoding Service and click Next.

Note: Geocoding will use service credits.

8. The Geocoder tool matches the attributes in Facility Data.csv to address fields. After confirming that all fields are correctly mapped, click Next.

The Address Fields are populated.

9. For step 4, browse to where you would like to save your output, Facility_Data_Geocoded and ensure Add output to map after completion is checked.

10. If necessary for Step 5, choose United States then click Next.

11. If necessary, for Step 6, click Finish.

The geocoding tool parameters are populated.

12. In the final pane, review that everything is correct and click Run.

After the geocoding is complete, a message indicates there are 497 matched, 0 unmatched, and 3 tied locations. You will manually confirm the geocoding for the tied addresses.

13. Click Yes to start the rematch process.

14. At the top of the Rematch Addresses pane, click the Tied tab.

In the Rematch Addresses pane, on the Tied tab.

For each tied address you are given address options to choose from. You can manually confirm the options against your data and knowledge, or you can select the address with the highest match score.

15.  For the first tied address, select A and click the green checkmark to confirm the match. After confirming, you can view the next tied record.

In the Rematch Addresses pane, the first feature is selected.

16. Correct the other 2 addresses to the best of your ability by selecting the one with the highest score. After all tied addresses are corrected, the Tied tab will disappear.

17. Click Save Edits. In the pop-up click Yes then close the Rematch Addresses and Geocode Table panes.

The Save Edits button.

Now that the facilities data is geocoded, you can load it into the Facilities feature layer that was deployed with the solution. By loading your data into the Facilities layer, you can later load and display it into the web app.

18. On the ribbon, in the Sharetab, in the Deploygroup, click the ArcGIS Solutions button.

19. In the Tasks pane, double-click Load Data.

The Field Map attempts to match attribute fields between the two datasets, but in this case, geocoding altered the field names and you will have to manually rematch the fields.

20. Under Output Fields, select Address. Then click Add New Source, choose USER_Address and click Add Selected.

Field mapping Address to USER_Address.
  1. Repeat this process to match the following fields. You will have to scroll down the pane to see all the Output Fields.
    • City to USER_City
    • State to USER_State
    • Zipcode to USER_Zipcode
    • Square_Footage to USER_Square_Footage
    • Inventory_Value to USER_Inventory_Value
    • Average_Daily_Sales to USER_Average_Daily_Sales
    • Notes to USER_Notes
    • Manager to USER_Manager
    • Phone_Number to USER_Phone_Number
    • Employees to USER_Employees
    • Longitude to X
    • Latitude to Y
    • First_Name to USER_First_Name
    • Last_Name to USER_Last_Name
    • Email to USER_Email
    • Facility_ID to USER_Facility_ID

The Operating_Status, Base_Survey_URL, and Assessment_Survey_URL fields will be calculated later.

22. Click Run. The tool will take a several minutes to complete. Click Next Step.

Note: The progress bar for the overall Task will still read Progress (1/2).

You have the option to calculate any field values that were not populated from the source layer, but this is not needed right now.

23. Click Skip then close the Tasks pane.

24. In the Contents pane, right-click Facilities and select Attribute Table. All the matched attributes from the geocoded facility data are now added. The Notes attribute will be <NULL> since there was no noted information.

The Facilities attribute table.

You’ll export the attribute table as an Excel sheet to copy information into the survey.

25. On the ribbon, in the Analysis tab, in the Geoprocessing group, click Tools. In the Geoprocessing pane, search for and select Table to Excel.

26. Close the Attribute table and Geoprocessing pane. Then press Ctrl+S to save your project.

You have now loaded your facility data into the Facilities feature layer which is used in the Business Resilience web application. Next you will configure the Operational Assessment Survey to reference the facility information from the Facilities feature layer.

Configure the survey with your facility information

In this section you will configure the Operational Assessment Survey using Survey123 Connect by adding information from the Facilities feature layer. Survey123 Connect is a desktop app, that has functionality beyond the browser app that allows you to create more complex surveys.

Configuring form in Survey 123

If needed, you can download and install Survey123 Connect from the product website.

1. In your browser, log into your ArcGIS Online organization and click the Content In the Contents tab, on the left side under Folders, click the Business Resilience folder.

The folder contains all items part of the Business Resilience solution.

2. For the Operational Assessment Survey form, click Options and select Edit in Survey123 Connect.

For the Operational Assessment Survey Form, Edit in Survey123 Connect.

Note: If this is your first time opening Survey123, you may need to add your organization’s Portal and sign in. To add the URL: (1) click Settings. Then, in the Settings window, (2) click Add Portal and paste the URL. Click OK. After adding the Portal, (3) click Sign in and log in to your organization. Verify that Portal is set to the correct URL.

In Survey123 Connect, configure your organization's portal.

3. Find the Operational Assessment Survey tile and click on it. A context menu will appear asking to download the survey. Click Yes.

Note: Alternatively, you can click the tile to download it. Your survey tile may look slightly different.

The Operational Assessment Survey icon.

4. Once the download is complete, click the Operational Assessment Survey tile again to open it. You will see a preview of the questions.

The Potential Impact Assessment question.

The Operational Assessment Survey is prepopulated with questions pertaining to the status of a facility and is designed for a facility manager to fill in to keep you updated in the case of an event. After a facility manager fills out the survey, the information in your web map is automatically updated.

5. Expand the Facility Location Details question and expand the options for Facility Identifier.

The Facility Location Details question with no Facility Identifiers choices.

There are no options for the Facility Identifier question yet, because the survey still needs to be configured using your data. Also notice that other information, such as the First Name, Last Name, and Email Address fields, is not populated either. After adding your facility data to the survey, these fields will automatically be populated based on the selected facility.

Add Facility List and Validate Data

Currently, the survey only contains the prepopulated questions. Next, you will add information about your specific facilities from the Excel sheet you exported.

1. In Survey123 Connect, on the left side, click Open XLSForm spreadsheet.

The Open XLSForm spreadhsheet button.

An Excel spreadsheet opens on the Survey tab. By editing the information in this spreadsheet, you can configure the questions and answers that will appear in the survey.

2. Click the choices sheet.

The Opertional Assessment Survey choices tab.

The choices tab contains options for the survey questions. You’ll add information from the Facility_Geocoded.xlsx file you exported to configure the Facility Identifier question.

3. Open Facility_Geocoded.xlsx.

This Excel sheet contains all your facility data, in addition to the latitude and longitude attributes you obtained through geocoding.

4. In the Facility_Geocoded Excel sheet, copy all values in the Facility ID column.

All Facility ID values are selected.

5. In the Operational Assessment Survey Excel sheet, column B, row 22, paste the values under the name column.

The Facility ID values pasted into the Operational Assessment Survey's name column.

The name column specifies the value of a choice. The selected value will be read by the other items in the Business Resilience solution, such as the Facilities layer and the web app. These values cannot have any special characters.

Now that the facility IDs are added, you will edit the list name and label.

The list name column specifies which question the answer choices will belong to. In this case, you will be referencing the Facility Identifier question using the FacilityID list name starting on row 22.

6. In the Operational Assessment Survey spreadsheet, column A, copy and paste FacilityID from row 22 to row 521.

Note: To quickly fill in the rows, you can click the lower right corner of the cell and drag it to row 521.

Next, you will configure the label column. The label column displays the answer choice exactly as it will appear on the form and does not have any formatting or special character restrictions like the name column. You’ll create a label by concatenating, or combining, the word “Facility” with the name column ID values.

7. In column C, row 22, type =CONCATENATE(“Facility “, B22) and press Enter. Then expand the formula to row 521.

Note: In newer versions of Microsoft Excel, CONCATENATE has been replaced by CONCAT.

The concatenate excel function combins "Facility" and the ID values.

The final edited choices tab should show FacilityID in column A, the facility number in column B, and the concatenated string in column C.

The choices tab in the Operational Assessment Survey is populated with the data.

8. Save and close the Operational Assessment Survey.xlsx Excel sheet.

Now that the facility ID information is added, you will copy the rest of the facility data from Facility_Geocoded.xlsx into a preloaded CSV file that is part of the survey configuration.

9. In Survey123 Connect, click Open Survey Content Folder and browse to the media subfolder.

The Open Survey Content Folder button.

Note: Find more information on how this CSV file prepopulates your questions here.

10. In the media folder, double-click Facilities.csv to open it.

Facilities.csv will be used to connect the facility ID that you added to the survey choices to the facility data. This is the information that will appear when a user chooses a facility for the Facility Identifier question.

11. Copy the values from the following fields in the Facilities_Geocoded.csv file and paste them into the Facilities.csv file that’s located in the media folder:

12. When finished, it should look as shown below.

The Facilities.csv populated with data from Facilities_Geocoded.csv.

13. Save the file and close. Close Facility_Geocoded.xlsx without saving.

14. In Survey123 Connect, click Update Survey Form to refresh the survey with the newly added information.

The Update Survey Form button.

15. In the form preview, expand Facility Location Details, and then expand the Facility Identifier drop-down menu to verify the information was updated correctly. The available list of values in this drop-down menu is based on the concatenated values you previously calculated.

16. For Facility Identifier, choose any drop-down menu option. Notice that after you select a facility, other information becomes available, such as the manager’s contact information and the facility location.

The survey has been configured and is now ready to publish.

17. Click the Publish button and click Publish Survey to deploy the survey form to your organization. Click OK after publishing is complete.

The Publish Survey button.

18. Click Show Online Survey Item and choose View item details in your ArcGIS organization.

View item details in your ArcGIS Organization is selected.

The item details page opens for your survey.

Update the Facilities survey URL fields

The Facilities feature layer is used in the Business Resilience web app to map your facilities, display their data contained in the attribute table, and connect to the Operational Assessment Survey. In this section, you’ll add the survey URLs as attributes in the Facilities layer.

Acquire the URL from Survey

1. On the item details page, on the right, click Open in Survey and select Open in browser.

Selecting Open in browser from Open in Survey.

The survey opens in a new tab.

2. Copy the survey URL. This URL will be used to prepopulate the survey URL attribute for the Facilities layer.

Your survey URL.

Populate the Base Survey URL Field

To connect the Operational Assessment Survey with the Facilities feature layer in ArcGIS Pro, and later in the Business Resilience web app, you’ll populate a few survey attribute fields using the survey URL.

1. Return to your Business Resilience project in ArcGIS Pro.

2. In the Contents pane, right-click Facilities and select Attribute Table.

Selecting the attribute table for the facilities layer.

3. In the attribute table, right-click the Base Survey URL field and select Calculate Field.

Selecting Calculate Field for Base Survey URL.

The Calculate Field tool opens. It will be used to populate the Base Survey URL field with the survey link. This will later be used when configuring pop-ups to allow you to easily select features and access the survey from the pop-up.

4. In the Calculate Field tool, edit the following parameters:

The Calculate Field tool populating the Base Survey URL field.

5. Click Run.

The tool will take several minutes to run. Afterward, the Base_Survey_URL field is populated with the URL. Next, you will add the URL for the Assessment survey.

Populate the Full Assessment Survey URL

Next, you’ll add a URL scheme to the survey to ensure that when people fill out the survey, they are prevented from entering invalid information. This way the form will always return valid facility locations.

1. In the Calculate Field tool, edit the following parameters:

This code uses Python to concatenate the value for the base survey URL, the facility ID, and additional text into a single string. This string is the final custom URL.

The Calculate Field tool populating the Assessment Survey URL.

2. Click Run.

The tool will take several minutes to run. Afterward, the Assessment_Survey_URL field is populated.

3. After the tool completes, save and close ArcGIS Pro.

All the edits that you made to the Facilities feature layer in ArcGIS Pro have been automatically updated in ArcGIS Online. In the next section, you’ll configure the Business Resilience web app, which contains your mapped facilities and the Operational Assessment Survey.

Enable live feeds in the Business Resilience web app

The Business Resilience web app utilizes live data feeds that provide information about major hazards, such as severe weather, earthquakes, or hurricanes, that would likely impact assets, and provides real-time content about these natural disasters. To use these feeds in the application, they will first need to be enabled in the app.

Note: Real-time data is hosted in the Living Atlas, an authoritative data catalog maintained by Esri. You can read more about live feeds in the Living Atlas in the Putting the “Live” in Living Atlas of the World blog.

1. In your browser, sign in to your ArcGIS Online organization, click the Content tab, and browse to the Business Resilience

2. For the Business Resilience Web Application, click the Options button and choose Edit Application.

Choosing Edit for the Business Resilience Web Application.

Web AppBuilder opens. Web AppBuilder for ArcGIS allows you to configure and customize your web mapping application. To learn more about Web AppBuilder for ArcGIS, visit the product page.

3. Click the Attribute tab.

The Attribute tab is selected.

4. In the Attribute pane, click Subscriber Content Access.

The map layers listed are all premium subscriber content that your organization has access to. Enabling this content consumes credits. See the ArcGIS Online for more information about credits.

5. Check each layer to enable the content.

The map layers which are subscribed content.

6. At the bottom of the Attribute pane, click Save.

Now that your app is configured, you can view it live.

7. Click Launch.

You have successfully deployed and configured the Business Resilience solution by first geocoding your facility data, configuring the survey, and then enabling your content and premium Living Atlas content in the web app. This web app is similar to the one you explored at the beginning of this lesson. Try exploring the facilities and their surveys.

You have now set up the Business Resilience application, which enables your analysts and decision makers to better understand, visually, where your asset locations are in relation to any severe weather and other natural disaster events. Furthermore, they can easily review affected facilities through visual analysis and send out assessment reports to facility administrators to assess the impact of the likely event.

To review how to perform the key workflows of the Business Resilience solution, visit the User Guide. You can also view the Try it Live App.

About the authors

I am the Commercial Solutions Lead where I focus on corporate security, risk management, and real estate customer-driven solutions. I enjoy helping our customers understand how Esri technology can empower decision-makers in their organization. Capturing our customers why in workflows that drive business value is what has made my 10+ year career at Esri tremendously rewarding. I have had the opportunity to work with customers facing challenges in multiple industries to include defense, intelligence, national government, education, and non-profit organizations.

Seth Docherty is a product engineer for the Commercial Solutions team - focused on empowering organizations with workflows that drive business value.

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