Set up and publish rules to a feature service

Tutorial summary

In this tutorial, you will publish the feature service and evaluate the neighborhood street data using the three checks you created in the previous tutorial, Create validation rules in an enterprise geodatabase. You will do this by preparing a map for publishing and evaluating rules in ArcGIS Pro and ArcGIS Enterprise.

Note:

If you do not have access to an enterprise geodatabase or a feature service, or if you are not familiar with the fundamentals of working with ArcGIS Enterprise, review the ArcGIS Data Reviewer quick-start tutorials for ArcGIS Pro.

Estimated time	25 minutes
Software requirements	Minimum versions ArcGIS Pro 3.3 and ArcGIS Enterprise 11.3 or later
Licensing requirements	ArcGIS Pro: ArcGIS Pro Standard ArcGIS Data Reviewer for ArcGIS Pro ArcGIS Enterprise: ArcGIS Server Standard ArcGIS Data Reviewer for ArcGIS Server Note: The ArcGIS Advanced Editing user type extension is required to complete this tutorial series.
Data requirements	The data for this tutorial is available from the Data Reviewer for ArcGIS Enterprise Tutorial page. This package contains the project package and a subset of the Local Government sample data. To download the data, follow these steps: Go to the Data Reviewer for ArcGIS Enterprise Tutorial page. Click Download. Extract the files to a convenient location on your computer, such as C:\EsriTraining.

Open the project

In this exercise, you will open a project package that contains data modeled in a file geodatabase and verify its contents using ArcGIS Pro.

1. Start ArcGIS Pro.
2. Sign in if necessary to ArcGIS Pro using your Enterprise account.

   Caution:

   This tutorial builds on the first tutorial, Create validation rules in an enterprise geodatabase. To proceed with this series, you must complete the first tutorial. If you have not downloaded the Data Reviewer for ArcGIS Pro and ArcGIS Pro tutorial data from the first tutorial, review the data requirements listed above and complete the first tutorial.

Integrate data quality management in a feature service

Before you can share the features as web layers, you must prepare the map that you are going to publish. In this workflow, you will open an existing map and prepare it for publishing by adding feature layers and configuring map properties.

To add layers to the map, complete the following steps:

1. Open the DataReviewerTutorial.ppkx file in ArcGIS Pro if it is not already open.

   Caution:

   The first tutorial, Create validation rules in an enterprise geodatabase, is a prerequisite to the next steps. Complete the first tutorial before continuing these steps.

2. In the Catalog pane, expand Maps, right-click the Naperville_Services map and click Open if it is not already open.

   The Naperville Service map opens.

3. In the Catalog pane, expand Databases, and expand the DataReviewer_Tutorial enterprise geodatabase you created and the Naperville feature dataset if it is not already expanded.
4. Press Ctrl while clicking the AddressPoints, BuildingFootprint, Parcels, and RoadCenterline feature classes from the enterprise geodatabase to select several feature classes at once.
5. Right-click any of the selected feature classes and click Add To Current Map.

   The data sources are added to the Naperville_Services map.

6. In the Catalog pane, right-click the MasterRoadName table and click Add To Current Map.

   The table is added to the Contents pane.

   Note:

   The MasterRoadName table must be included in the map to support evaluation of road centerline features for data quality requirement ID 3: Road centerline Full Road Name attribute values must match the master street index. This data quality requirement was created in the previous tutorial, Create validation rules in an enterprise geodatabase.

7. In the Catalog pane, press Ctrl while clicking each of the following attribute rule error layers: GDB_ValidationLineErrors, GDB_ValidationObjectErrors, GDB_ValidationPointErrors, and GDB_ValidationPolygonErrors.

   Note:

   If you authored attribute rules from the first tutorial and do not see the attribute rule error layers, right-click the enterprise geodatabase and click Refresh.

8. Right-click any of the selected feature classes and click Add To Current Map.

   The data sources are added to the Naperville_Services map.

   Note:

   The attribute rule error layers must be included in the map to enable the validation service data quality capabilities on the web layers.

9. In the Contents pane, right-click the BuildingFootprint layer and click Zoom To Layer.

Arrange layers for the feature service

Next, you will rename and rearrange the layers to reflect how they appear in the published web service.

To arrange the layers, complete the following steps:

1. Right-click the layer in the Contents pane and click Properties.
2. On the Layer Properties dialog box, edit the layer name to remove the fully qualified dataset portion of the layer name, and click OK.

   For example, the fully qualified name, datareviewer_tutorial.sde.RoadCenterline, would be renamed RoadCenterline.

   Tip:

   You can edit a layer name from the Contents pane by clicking the layer to select it, then clicking it again to rename it.

3. Repeat the previous step for all layers that would expose the fully qualified dataset name when the service is published.
4. In the Contents pane, drag the layers to arrange them in the following order if necessary:

   Order	Layer name
   1	Validation Point Errors
   2	Address Points
   3	Validation Line Errors
   4	Road Centerlines
   5	Validation Polygon Errors
   6	Parcels
   7	Building Footprints
   8	Validation Object Errors
   9	Master Road Name

In ArcGIS Pro, you can share a map that contains multiple layers as a web service. When you share a web service, the layers in the map become service sublayers. Each sublayer is identified by a unique numeric ID that allows you to use or reference it in a web map or application. For example, you can reference a service sublayer by the URL https://<service-url>/<layerID>.

By default, each layer that you share is automatically assigned an ID based on its drawing order in the Contents pane, beginning with 0 for the first layer. If you share selected layers from the map, the IDs are based on the sequence of the selected layers, including any group layers they are contained in.

Assign layer IDs

To assign layer IDs that will remain static as the map is modified, complete the following steps:

1. In the Contents pane, right-click the Naperville Services map and click Properties.
2. On the Map Properties dialog box, on the General tab, check the Allow Assignment Of Unique Numeric IDs For Sharing Web Layers check box.
3. Click OK.

   Sequential IDs are assigned to each layer in the map.

Publish the map to a feature service

A feature service allows you to expand the Data Reviewer capabilities to other members of your organization. As a publisher of a feature service, you can decide what functionality is available to organization members who use the feature service. When others access the feature service, they can view the data or run the validation attribute rules you created. To enable these capabilities, you must publish and share the feature service.

Note:

Icons are unavailable if you are not signed in to your Enterprise account and do not have publishing or administrative privileges.

To publish the map to a feature service, complete the following steps:

1. In ArcGIS Pro, verify that the Naperville_Services map is open and active.
2. On the ArcGIS Pro ribbon, click the Share tab.
3. In the Share As group, click the Web Layer drop-down arrow and click Publish Web Layer .

   The Share As Web Layer pane appears.

4. On the General tab of the Share As Web Layer pane, type Naperville_Services in the Name text box .
5. Optionally, provide a summary and add tags in the Summary and Tags text boxes.
6. In the Reference registered data section, ensure that Map Image is selected, and check the Feature check box to share the web feature layer as a dependent layer to the map image layer.

   Caution:

   For web feature layers to use attribute rules, they must reference registered data sources. This ensures that the data is not copied during the publishing process and is directly referenced by the service.

   

7. In the Location section, choose the storage location for the web layer in the Portal Folder and Server and Folder drop-down menus.

   By default, the web layer is saved to your root folder in My Content.

   Tip:

   To save the web layer to a different folder in My Content, type the folder name or browse to an existing folder.

8. Under Share with, specify how the web layer will be shared:
   • Everyone—Share layers publicly.
   • ArcGIS Enterprise—Share layers with members in the organization.
   • Optionally, click the Groups drop-down arrow and choose which groups to share layers with.
9. On the Configuration tab, in the Configure Layers group, in the Capabilities section, check the Version Management and Validation check boxes.

   The Version Management service is required to activate the data quality management capabilities provided by the Validation service.

   

10. Optionally, click the Content tab to view the new web layers and their associated layer identifiers.
11. Click Analyze to check for errors.

    Errors appear on the Messages tab. Right-click the error message to access information about the error or warning message and review suggested fixes.

    Note:

    If you have not registered the enterprise geodatabase with the data store, click Options next to the error message, and click Register Data Source with Server to register it.

    Learn more about analyzing GIS resources

12. When the information and content pass validation, click Publish to share the datasets as web layers.

In this exercise, you prepared the map for publishing by opening an existing map, adding feature layers to it, and configuring the map's properties to assign layer IDs. You shared the map to your Enterprise portal with version management and validation capabilities. These capabilities will be used in the next tutorial, Error management in ArcGIS Server, to manage data editing workflows and evaluate the quality of data shared across your organization.