Configure records import

The incident layer can be updated using the Import Records tools provided with the solution. The tools can be executed from ArcGIS Pro, or Task Scheduler on a defined schedule.

The Record Import tools use tabular data exported from your Computer Aided Dispatch (CAD) or Records Management System (RMS) into an Microsoft Excel spreadsheet (.xls) or comma-separated values (.csv) file format for updating the incident layer.

To configure updates, complete the following steps:

  1. Download and extract the RecordImportTools toolbox. The tools in this toolbox create and update a configuration file that can then serve as input for a scheduled script.
  2. Determine if the data from your Computer Aided Dispatch (CAD) or Records Management System (RMS) system is using address information or XY coordinates (longitude and latitude). To create a configuration file based on XY coordinates use the Configure Record Import (XY) tool or to create a configuration file based on based on addresses use the Configure Record Import (Addresses).
  3. Once you have created a configuration file based on XY coordinates or addresses, use the Record Import tool to update the layer or feature class.

Create a configuration file based on XY coordinates

The Configure Record Import (XY) tool creates a configuration file that is used when executing the Import Records tool. The configuration file stores unique information that is used to import records from a table or spreadsheet into a feature class or a web layer.

To create a configuration file, complete the following steps:

  1. In ArcGIS Pro, browse to the RecordImport.tbx and open the Configure Record Import (XY) tool.
  2. In the Configuration file name parameter, type the name for your configuration file.
  3. In the Source Table parameter, browse to the incident file, containing the data to be mapped.
  4. In the Target Features parameter, browse to your incident feature class or web layer.
  5. If your Target Features input is a web layer, then add your ArcGIS Online organization or ArcGIS Enterprise portal URL in to the Portal URL parameter; type in your username in to the Username parameter; and type in your password for the username provided above in to the Password parameter.
  6. In the Log File Directory parameter, browse to a directory in which you would like to store the import records log files generated by the Import Records tool.
  7. In the Record Identifier Field parameter, choose a field containing a unique identifier value.
  8. In the Record Date Field parameter, choose a date field containing the date the record occurred or was reported.
  9. Check or uncheck the Delete Duplicates parameter. For more information, see Configure Record Import (XY).
  10. In the X Coordinate Field (Longitude) parameter, choose the field from the Source Table which represents the X Coordinate (decimal degrees or easting).
  11. In the Y Coordinate Field (Latitude) parameter, choose the field from the Source Table which represents the Y Coordinate (decimal degrees or northing).
  12. In the Source Table Coordinate System parameter, choose the coordinate system used in the Source Table representing the XY coordinates.
  13. Check the Ignore Blank Coordinate System box to ignore the coordinate pair value 0,0 from being imported into the Target Features.
  14. In the Schema Mapping Type, choose an option that reflects your data inputs and outputs. Choose Source Table Schema Matches Table if your schema matches the Target Features. Choose Use Field Mapping if your Source Table and Target Features are not the same.
  15. In the Field Mapping parameter, under Source Field, choose the fields from the Source Table that contain information to preserve in the Target Features.
  16. Under the Target Field, choose fields from the Target Features that correspond with the field in the Source Table.
  17. Optionally, if the Source Table contains dates formatted as strings, then you will need to update the Timestamp Format parameter to define the original time date format. For more information, see Python strftime.
  18. Execute the tool to build a configuration file containing these parameter values.
  19. Once you have created a configuration file based on XY coordinates, then use the Record Import tool to update the web layer or feature class.

Create a configuration file based on addresses

The Configure Record Import (Addresses) tool creates a configuration file that is used when executing the Import Records tool. The configuration file stores unique information that is used import records from a table or spreadsheet into a feature class or a web layer.

To create a configuration file, complete the following steps:

  1. Download and extract the RecordImport toolbox. The tools in this toolbox create and update a configuration file that can then serve as input for a scheduled script.
  2. In ArcGIS Pro, browse to the RecordImport.tbx and open the Configure Record Import (XY) tool.
  3. In the Configuration file name parameter, type the name for your configuration file.
  4. In the Source Table parameter, browse to the incident file, containing the data to be mapped.
  5. If your Target Features input is a web layer, then add your ArcGIS Online organization or ArcGIS Enterprise portal URL in to the Portal URL parameter; type in your username in to the Username parameter; and type in your password for the username provided above in to the Password parameter.
  6. In the Log File Directory parameter, browse to a directory in which you would like to store the import records log files generated by the Import Records tool.
  7. In the Record Identifier Field parameter, choose a field containing a unique identifier value.
  8. In the Record Date Field parameter, choose a date field containing the date the record occurred or was reported.
  9. Check or uncheck the Delete Duplicates parameter. For more information, see Configure Record Import (Addresses).
  10. In the Street Address Field parameter, choose the field from the Source Table with the street address, for example, 123 Main Street, or full address, for example, 123 Main Street, Naperville, IL.
  11. Optionally, in the City Field parameter, choose the field from the Source Table with the name of the city, town, or village.
  12. Optionally, in the State Field parameter, choose the field from the Source Table with the state or province name.
  13. Optionally, in the ZIP Field parameter, choose the field from the Source Table with the zip code, or postal code.
  14. In the Address Locator parameter, choose the ArcGIS World Geocoding Service, your locator service or browse to an Address locator file.
  15. In the Schema Mapping Type parameter, choose an option that reflects your data inputs and outputs. Choose Source Table Schema Matches Table if your schema matches the Target Features. Choose Use Field Mapping if your Source Table and Target Features are not the same.
  16. In the Field Mapping parameter, under the Source Field, choose the fields from the Source Table that contain information to preserve in the Target Features.
  17. Under the Target Field, choose fields from the Target Features that correspond with the field in the Source Table.
  18. Optionally, if the Source Table contains dates formatted as strings, then you will need to update the Timestamp Format parameter to define the original time date format. For more information, see Python strftime.
  19. Execute the tool to build a configuration file containing these parameter values.
  20. Once you have created a configuration file based on addresses then use the Record Import tool to update the web layer or feature class.

Import Records

The Import Records tool uses the configuration file created from the Configure Record Import (XY) or Configure Record Import (Addresses) tools. Run the Import Records tool in ArcGIS Pro the first time you use this tool to verify it executes successfully.

To import records, complete the following steps:

  1. In ArcGIS Pro, browse to the location of your RecordImport.tbx toolset and open the Import Records tool.
  2. In the Configuration file parameter, browse to the location of the configuration file created by the Configure Record Import (XY) or Configure Record Import (Addresses), and then click OK.
  3. Click Run to execute the tool.
  4. Review any warnings or errors in the Geoprocessing Results window and make any necessary changes. Review the Import Records log file created in the designated reports directory defined in the Configure Record Import (XY) or Configure Record Import (Addresses). These reports will help you resolve any errors found in your data and configuration file.
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