Configure the Trimble Unity Remote Monitoring App with GIS Data

If you have a Trimble Unity Work Management subscription, you can create and manage apps using the Trimble Unity App Builder. These apps can be configured to include your existing business processes that can be targeted to specific users. The apps can contain specific forms and workflow templates that have previously been created. Users can be given permissions to these apps and can use them for data collection and managing work activities.

Trimble Unity Remote Monitoring admin users can only edit the Trimble Unity Remote Monitoring app to configure it with ArcGIS web maps and dashboards.

PREREQUISITES:

  • ArcGIS Creator user to manage and create content in ArcGIS including managing data, authoring and updating web maps and dashboards used in Trimble Unity WM and RM.
  • A minimum of one ArcGIS Creator user is required for the administrator to configure the ArcGIS data and content consumed by Trimble Unity WM and RM.
  • ArcGIS Viewer users for each Trimble Unity user accessing apps configured with ArcGIS content to view GIS web maps and dashboards embedded in Trimble Unity WM and RM.
  • Required for all Trimble Unity WM mobile users that access ArcGIS data as read-only, complete work activities and capture data collection forms that will not update the GIS data. Examples: manhole inspections or leak repairs.
  • Required for all Trimble Unity WM Web users that access ArcGIS data as read-only, complete and close work activities and review/update data collection forms that will not update the GIS data. Examples: manhole inspections or leak repairs.
  • Required for all Trimble Unity RM mobile users that access ArcGIS data as read-only.
  • Required for all Trimble Unity RM Web users that access ArcGIS data as read-only.
  • ArcGIS Editor user to be used if data collected in Trimble Unity needs to edit the GIS data or if the users want to perform data editing using ArcGIS tools.
  • Required for the Trimble Unity WM mobile users that access ArcGIS data, complete work activities and capture data collection forms that will update the GIS data. Examples: create new features like valves, manholes, etc or perform manhole inspections where the inspection score or last inspected date will update the manhole feature in the GIS.
  • Required for the Trimble Unity WM Web users that review and close work activities that will update the GIS data. Examples: correct the manhole GIS attributes or insert new valves, manholes in the GIS based on data collected in Trimble Unity WM.
  • Required for the Trimble Unity RM System user used in the Single Sign-On configurations in Trimble Unity RM to push Telog Asset Performance KPIs to the GIS.
  • Users must log in with ArcGIS Online or Portal for ArcGIS credentials.
  • An ArcGIS Online or Portal for ArcGIS user is required so that the Trimble Unity cloud service can extract the GIS cache to be used in the Trimble Unity mobile app. For ArcGIS Enterprise deployments, this user must be a built-in portal member rather than a user with federated identity.
  • Trimble Unity Mobile Field User will require ArcGIS Viewer licenses.
  • Trimble Unity Office Users that review the form data and close work orders that update data back to the GIS must have the ArcGIS Editor license.
  • You must be using an ArcGIS identity that has access to web maps that will be shared with Trimble Unity users.
  • You must be a Trimble Unity administrator.
  • Feature services only: Trimble Unity requires feature services and does not support dynamic map services.
  • Feature services "sqlite" replica compatibility: The ArcGIS platform has a built-in mechanism to test that services are compatible. If the test fails to generate a replica, follow up with your GIS team or Esri Support. Similar to the example below, enter the following details on your feature service createReplica endpoint.
  • Replica Name: test.
  • Layers: Specify all of the layers in the service.
  • Geometry: Enter a geometry envelope that covers the extent of your data in a coordinate system that matches the data.
  • Click Create Replica.
  • If the result is printed as below, then Trimble Unity cache generation should work as expected.

  • Extract capability (ArcGIS Server hosted feature service): The feature service Extract capability is required to support downloading the GIS data in the Trimble Unity mobile app. Trimble Unity will automatically generate replicas and provision them directly to the Trimble Unity mobile clients as configured under Map Services. For ArcGIS Online/Enterprise hosted service, enable the Sync capability, as Extract is not applicable in this use case.
  • Display field: Trimble Unity mobile uses the GIS map layer Display Field configured when publishing with ArcMap/ArcGIS Pro. For consistency between Trimble Unity and Cityworks, it is recommended that the map layers are published with a Display Field that matches the asset Display Field configured in Cityworks.
  • Web maps: ArcGIS Online or ArcGIS Enterprise web maps are required in Trimble Unity. The web maps can be configured with any of the following:
  • Hosted layers: Data is hosted on ArcGIS Online or ArcGIS Enterprise Data Store.
  • Federated feature service: Data is hosted on ArcGIS Server that is federated with ArcGIS Enterprise. Using federation ensures that end users can access the GIS services without authenticating separately with ArcGIS Server.
  • Secured service with saved credentials: If GIS services are added to a web map, it is important that Saved Credentials are used when adding the content item to ArcGIS. This is to ensure that end users do not need to authenticate with ArcGIS Server, as the web GIS identity will be used for authorization. This option results in a service proxy on ArcGIS so it is preferable to use the options above if possible.
  1. Click the menu icon to open the menu.

  1. Click App Builder.

  1. On the Apps panel, click Manage.

Trimble Unity Remote Monitoring is deployed with an existing app for Remote Monitoring. This app can be edited to fit your organization. Other apps that are created can be edited the same way if you have a Trimble Unity Work Management subscription.

  1. Click the edit icon to edit the app.

The General section is used to configure the app name, description, and icon.

  1. On the General tab, edit the Application Name and add a Description of the app.
  2. Click Change Icon to change the icon you want to use for the app, or click Use Default Icon to use the default icon.

If you change the image for the icon, it must meet these requirements:

  • .png image
  • 90 x 90 pixel
  • 1 MB or less in size
  • Transparent background
  1. Click ArcGIS Map Config to move to the next section, or click Next.

The ArcGIS Map Config section is used to define which map will appear in this app.

  1. On the ArcGIS Map Config section, select the web map you want to use for the app or search for it in the Search ArcGIS Content field. Please ensure that the web map has been shared in your ArcGIS organization or with ArcGIS Groups to ensure that all users who require access to the Remote Monitoring app also have access to this web map.

The web maps displayed are all the web maps within your ArcGIS Online or Portal for ArcGIS organization.

  1. Click ArcGIS Dashboards to move to the next tab, or click Next.

The ArcGIS Dashboards section is used to associate dashboards from ArcGIS Online or Portal for ArcGIS with the app. The Trimble Unity Remote Monitoring ArcGIS Connector can be used to create ArcGIS Dashboards containing remote monitoring data and KPIs. See Configure GIS Updates for KPIs and Create ArcGIS Web Maps Using Remote Monitoring Data for more information.

  1. If you have ArcGIS dashboards configured in ArcGIS Online or Portal for ArcGIS that you want to associate to the Remote Monitoring app, select the dashboard you want to use for the app or search for it in the Search Dashboards field.

NOTE: You can associate one or more ArcGIS dashboards to the Remote Monitoring app.

  1. Click Workflows to move to the next tab, or click Next.

The Workflows section is used to associate workflows to this app.

IMPORTANT: If you are only licensed for Remote Monitoring, you won't be able to add workflows to the app. An error will appear saying you are not licensed for Work Management to add workflows. See Create and Manage Workflow Templates in the Trimble Unity: Work Management User Guide for more information.

  1. Click Users to move to the next tab, or click Next.

The Users section is used to determine which users will have access to this app.

  1. Select the check box next to the users who are authorized to access this app.

NOTE: You can also manage app user permissions from the User admin screen.

  1. Click Publish to move to the next tab, or click Next.

All the updates and changes made in the app are now ready to publish.

NOTE: If the ArcGIS web map associated to a published Trimble Unity app is updated to include additional GIS layers, the app in Trimble Unity needs to be republished by editing the app and clicking Publish.

  1. Click Publish.