InfoAssist and Esri Integration

In this section:

Configuring an Esri On Premise Environment
Creating and Customizing Maps in InfoAssist

How to:

Download and Configure the ArcGIS JavaScript API
Create an Esri Choropleth Map
Create an Esri Proportional Symbol (Bubble) Map
Assign a Geographic Role to a Data Field
Change the Geographic Role of a Geolocation Field
Change the Default Background of a Map
Add Demographic Layers to a Map
Add Reference Layers to a Map
Create a Leaflet Map

Reference:

Query Field Containers by Map Type

Using WebFOCUS InfoAssist with the Esri integration, you can create maps that help you illustrate or identify trends so you can take action quickly. WebFOCUS architecture provides the framework in which this system operates. Using a JavaScript map viewer, you can navigate the interface easily, as shown in the following image.

In addition, this integration utilizes the capabilities of Esri by leveraging the ArcGIS JavaScript API and content. Specifically, you can integrate data into maps with published content in ArcGIS Online platform. For more information, see http://www.esri.com/software/arcgis/arcgisonline. Additionally, by using this integration, you can include information about demographics, spending habits, crime, and lifestyle to maps that contain your data. These maps include layers with extensive demographic or reference detail and topography and allow you to view information about people, businesses, climate, and much more.

You can create the following maps in InfoAssist:

Choropleth. A common thematic map that uses geographical measures (for example, states and countries), representing the values aerially while employing a varying intensity of colors. It is useful for visualizing location-based data, trends, and distributions across a geographic area. The color hues for Choropleth maps are dictated by the legend, based on the selected measure, enabling you to determine data concentration across your map.
Proportional Symbol (Bubble). A map that represents coordinates, such as an address or intersection, using symbols of different sizes to represent any measure. These maps focus on specific areas, for which data concentrations may vary. When the data concentration is larger, the bubble will be bigger.

Both maps can be created in Chart or Visualization mode. Built-in zooming capabilities allow you to drill down to a specific geographic area of focus easily. This allows you to get a closer look at regional or local data, draw inferences, and make recommendations, without changing the initial view of your data.

In Chart mode, you can also use the Auto Drill and Auto Linking features that are available when you create charts or reports in InfoAssist. In Visualization mode, you can also drill up and down within different levels in a data hierarchy in a map. Auto Drill allows you to navigate through the geographical hierarchy of your map data at run time. You can use this information to visualize the same measure at different geographical hierarchies, such as Countries to States and States to Cities. Auto Linking allows you to connect to related charts or reports in your environment that share similar data parameters.

Using the Esri integration in InfoAssist, you can also add the following layers to your map:

Backgrounds. Display a layer that positions data as it is located, in context to other geographical features, such as streets, terrain, and imagery. Some standard Background options may combine road, aerial, and topographic data using a variety of symbols. Hosted on ArcGIS, you can change your background at any time, to review your data in a different context.
When you apply a Background to your map, its appearance changes. You can then adjust the view of your data, showing different terrain or geographical views. Backgrounds provide at least 17 levels of zoom. For more information, see https://developers.arcgis.com/javascript/jsapi/esri.basemaps-amd.html.
Reference Layers. Display a layer of boundaries and locations that range from a continental scale to country, state, and even local neighborhood. For example, if you are viewing World data on electricity usage, you may want to add a Reference Layer that displays the borders and concentration of your data within each country.
Demographic Layers. Display a layer of information about people and businesses in a specific demographic area. This includes the United States and 120 other countries. Demographic Layers are thematic maps that provide additional information about the location, such as spending habits, population, and lifestyles. You can add Demographic Layers to a map about sales data, to identify new locations for stores, based on the spending habits for a specific area.

Both mapextent and the Layers menu functionality are applied to your map when you select a Background, Reference Layer, or Demographic Layer. Mapextent is an automatic view of the map. Layers is a menu that appears on the map and provides access to options that allow you to adjust the information that is being displayed.

The map example in the following image shows the use of layers.

Note: Backgrounds, Demographic Layers, and Reference Layers can be accessed from the Format tab for maps in both chart and Visualization mode. These layers are static, standard options that Esri provides for use with InfoAssist, and do not change based on the data source that you select.

Configuring an Esri On Premise Environment

The Esri On Premise functionality enables you to download and access mapping files through the use of a local Application Programming Interface (API). Once you download and configure the API, you do not need an internet connection to utilize the robust mapping features that Esri provides. For information on downloading and configuring the API that controls this feature, see How to Download and Configure the ArcGIS JavaScript API.

The Esri On Premise functionality provides you with local access to Esri mapping files. This is particularly useful if you are away from your office or without an internet connection. You may also be using a mobile device, such as an iPad or smartphone with a large screen, without an internet connection. The following mapping components are supported when using the Esri On Premise functionality:

Offline Basemaps. Basemaps are an offering from ArcGIS. Standard basemaps are provided for your use offline. For example, there is an Oceans basemap and a Terrain with Labels basemap. In InfoAssist, these basemaps are also known as backgrounds. In an online setting, there are 10 basemaps available. In order to use offline basemaps you need to use a tiled mapservice published in the ArcGIS Server.
Offline Geographic Roles. Geographic Roles are used to visualize measures with commonly known dimensions (for example, Country, State, Cities, and so on). These provide the location information often in the form of (x/y) needed to plot on a map. Geographic roles are pre-defined for online users through ArcGIS Online. In InfoAssist, a geographic role defines the geographic component that you can select when creating a map (for example, State or Continent). For an offline user, the options that display can be customized in the geoservices.xml file.

Note: Demographic Layers are not supported in an Esri On Premise environment.

Procedure: How to Download and Configure the ArcGIS JavaScript API

You can use this procedure to download and configure the API that controls the Esri On Premise environment.

Sign in to Esri ArcGIS.
In your browser, navigate to the following URL to download the API: https://developers.arcgis.com/downloads#javascript
Navigate to Version 3.28 of the ArcGIS API for JavaScript, as shown in the following image.
Click arcgis_js_v328_api.zip to download the API.
In drive:\ibi\WebFOCUSnn\config\web_resource, create a folder named arcgis_api.
Open the arcgis_js_v328_api.zip file downloaded in step 4 and navigate to arcgis_js_v328_api\arcgis_js_api\library\3.28\3.28.
Extract the files in that folder to the drive:\ibi\WebFOCUSnn\config\web_resource\arcgis_api folder.
Next, verify the path to the API in the WebFOCUS Administration Console, as shown in the following image.

Note: This is the path to which you extracted the API files. For example, /web_resource/arcgis_api

This field identifies the path to the internal ArcGIS Javascript API Source that develops ESRI-based maps. This setting is blank, by default, indicating that the use of the internal API source to develop ESRI maps is not activated. The API that is referenced is https://js.arcgis.com/3.28/, by default. To direct WebFOCUS to use the internal ArcGIS Javascript API to develop ESRI maps, enter the path to the local API files that you extracted into this setting. For more information, see the TIBCO WebFOCUS® Security and Administration manual.

Note: This path should be a relative path that is accessible within the local WebFOCUS install.
Click Save.
Next, open the following two local API files in a text editor:
- drive:\ibi\WebFOCUSnn\config\web_resource\arcgis_api\init.js
- drive:\ibi\WebFOCUSnn\config\web_resource\arcgis_api\dojo\dojo.js
In both files, search for HOSTNAME_AND_PATH_TO_JSAPI to locate the baseUrl property. Replace the string [HOSTNAME_AND_PATH_TO_JSAPI] in baseUrl:"https://[HOSTNAME_AND_PATH_TO_JSAPI]dojo" with the path to your on-premise ArcGIS server. For example:
```
baseUrl:"https://localhost/arcgis/jsapi/jsapi/dojo"
```
In the WebFOCUS Administration Console, click Clear Cache to clear the browser cache. Your configuration is complete.

Creating and Customizing Maps in InfoAssist

The following procedures provide step-by-step instructions on how to create and customize maps.

As you create your maps, you can use the following built-in map viewer features:

You can use the plus (+) and minus (-) symbols, , within the map to zoom in and out of different areas of the map. You can also click your left mouse button to zoom in to a specific location.
Like all HTML5 visualizations, the highlighted markers and regions on a map support drill, multi-drill, auto-linking, and informational tooltip features.
When working with maps in Chart mode, you can use the Pan / Selection button to alternate between the Pan and Selection controls. This option is in the upper-right corner of the map.
When working with maps in Visualization mode, you can toggle the Pan or Selection button to make a selection. The Pan control allows you to click, hold, and move the map with your mouse. The Selection control allows you to lasso a specific area of the map and select data in the map.
Creating a map chart using the US Zipcode 5 Georole with more than 2000 polygons will fail to draw.

Procedure: How to Create an Esri Choropleth Map

Note: The default option of creating a map utilizes the ArcGIS JavaScript API that Esri provides.

Launch InfoAssist in Chart or Visualization mode.
- In Chart mode, on the Format tab, in the Chart Types group, click Choropleth.
- In Visualization mode, on the Home tab, in the Visual group, click Change and click Choropleth.
A blank map displays and the Layer field container is enabled, as shown in the following image.
Add a Geolocation field to the Layer field container.

This field, which already has a geographic role assigned, is denoted with a Layer icon, , in the Data panel, as shown in the following image. You can also hover over a data field to view the geographic role assignment.

For more information, see Geographic Roles.

The canvas refreshes, and your map displays.
Before saving your map, to add insight, you can also do following:
- Click Run, to preview your map.
- Add a measure or dimension to the Color field container, to color your chart by that underlying data value. When you add a measure or dimension field to the Color field container, a legend displays for that data value. If you specify a dimension in the Color field container, the label changes to Color BY.
- Add a dimension or measure to the Tooltip field container, which will display tooltip information when you place your mouse over an area of the map.
- Add a Background, Demographic Layer, or Reference Layer.
Click Save to save your map.

Procedure: How to Create an Esri Proportional Symbol (Bubble) Map

Launch InfoAssist in Chart or Visualization mode.
- In Chart mode, on the Format tab, in the Chart Types group, click Proportional Symbol.
- In Visualization mode, on the Home tab, in the Visual group, click Change and select Proportional Symbol.
A blank map displays and the Layer field container is enabled.
Place a data field with a defined geographic role in the Layer field container.

This field, which already has a geographic role assigned, is denoted with a Layer icon, , in the Data panel, as shown in the following image. You can also hover over a data field to view the geographic role assignment.

For more information, see Geographic Roles.

A basic bubble map displays, as shown in the following image.
Before saving your map, to add insight, you can also do following:
- Click Run, to preview your map.
- Add a measure or dimension to the Color field container, to color your chart by that underlying data value.
- Add a measure to the Size field container, to control the size of the bubbles on your map.
- Add a measure to the Tooltip field container, to display tooltip information when you place your mouse over an area of the map at run time.
- Add a Background, Demographic Layer, or Reference Layer.
Click Save to save your map.

Procedure: How to Assign a Geographic Role to a Data Field

Launch InfoAssist in Chart or Visualization mode.
- In Chart mode, on the Format tab, in the Chart Types group, click Choropleth or Proportional Symbol.
- In Visualization mode, on the Home tab, in the Visual group, click Change and click Choropleth or Proportional Symbol.
In the Data pane, select a data field without a geolocation assignment.
Perform one of the following tasks to open the Map dialog box and assign a geographic role:
- Right-click the desired data field, click Map As and select a geographic role, as shown in the following image.
- Drag the desired data field into the Layer field container.
The Map dialog box displays, as shown in the following image.
In the Map dialog box, select a geographic role. For example, State.

Note: When specifying a geographic role, you can use Name or an ISO-2 value for countries. The ISO-2 codes are recognized worldwide, as published in http://www.iso.org/iso/country_codes.

The Map dialog box refreshes and shows the Depends on section, as shown in the following image.

Note: If you used the Map As option, the Depends on section automatically displays, since a geographic role was selected at that time.
In the Depends on section, choose from the following options:
- Field. Identifies a specific field on which the geographic role depends. For example, you can select Country or Continent.
- User Defined. Enables the definition of a specific value from the data source. Selections can be as simple as a specific country. For example, you can select US.
The Geographic Role field automatically populates based on the hierarchy of your data source. For example, if your primary geographic role was State, and in your metadata hierarchy, State depends on Country, this option displays.
Click OK.
If you used the Map As option, you must place the data field with the defined geographic role in the Layer field container. If you placed a data field in the Layer field container and defined a geographic role, the field is automatically added to the Layer field container.
A basic map displays, as shown in the following image.
Before saving your map, to add insight, you can also do following:
- Click Run, to preview your map.
- Add a measure or dimension to the Color field container, to color your chart by that underlying data value.
- Add a measure to the Size field container, to control the size of the bubbles on your map.
- Add a measure to the Tooltip field container, to display tooltip information when you place your mouse over an area of the map at run time.
- Add a Background, Demographic Layer, or Reference Layer.
Click Save to save your map.

Procedure: How to Change the Geographic Role of a Geolocation Field

You can change the geographic role assignment of any geolocation field using the following steps.

Launch InfoAssist in Chart or Visualization mode.
- In Chart mode, on the Format tab, in the Chart Types group, click Choropleth.
- In Visualization mode, on the Home tab, in the Visual group, click Change and click Choropleth.
From the Data pane, right-click a geolocation field and click Map As.
Select a geographic role.

The Map dialog box displays using the selected Geographic Role.
In the Map dialog box, optionally select a geographic role from the drop-down list. For example, Country.

Note: This changes the selection that you made on the Map As list.
Accept the default value for Stored As, or choose a new value from the drop-down list, for example, ISO code. Stored As indicates how the data values are represented in the table.
Click OK.

The geographic role changes for the selected Geolocation field in the Data pane, and the map refreshes using the new geolocation that you specified.

Procedure: How to Change the Default Background of a Map

Create a new map or open an existing map in InfoAssist.
On the Format tab, expand the Map group and click Background, as shown in the following image.
Select one of the following options:
- World Street Map
- Terrain with Labels
- Oceans Basemap
- OpenStreetMap
- World Imagery
- Imagery with Labels
- Light Gray Canvas
- National Geographic World Map
- Dark Gray Canvas
- None
Note: The Imagery with Labels Background provides the terrain for your map, ranging from land contours to city streets.

Once you make a selection, the background of the map refreshes. You can continue to change your background until it displays the desired information.

Procedure: How to Add Demographic Layers to a Map

Create a new map or open an existing map in InfoAssist.
On the Format tab, expand the Map group and click Demographic Layers.
Select from various population and lifestyle groups, as shown in the following image.

Note: These are pre-defined demographic profiles, provided by ArcGIS. You can select multiple options in either category to gain additional insight into your data. Specifically, each Demographic Layer has its own profile and provides a layering option, when comparing values across different layers or profiles.
Click OK.

The Demographic Layers that you select are applied to your map. The map engine displays the different groups with unique hues and coloring. You can use the Table of Contents or Layers option, to toggle between the different layers that you have specified. The Layers option is shown in the following image.

Note: You can select and clear the check boxes to enable the display of one or more Demographic Layers to compare and contrast the different demographic scenarios.

Procedure: How to Add Reference Layers to a Map

Create a new map or open an existing map in InfoAssist.
On the Format tab, expand the Map group and click Reference Layers.

The Reference Layers dialog box displays, as shown in the following image.
Select one or more Reference Layers, such as World Countries, to add to your map, and then click OK.

Your map refreshes, and the definitions and borders of the References Layers display on the canvas. You can use the Table of Contents or Layers option, to toggle different Reference Layers in your map. These options are shown in the following image.

Procedure: How to Create a Leaflet Map

You can use the following procedure to create Leaflet maps, which are part of the Lightweight Mapping functionality.

Note:

For charts, you must use the HTML5 output format to access this functionality.
Data labels display for choropleth Leaflet maps, providing you with information about your underlying data directly on the map. For information on enabling this functionality, see the Creating HTML5 Charts With TIBCO WebFOCUS® Language manual.

Launch InfoAssist in Chart mode or Visualization mode.
Create a Leaflet map using one of the following options:
To create a Leaflet map as a chart:
1. On the Format tab, in the Chart Types group, click Other.
2. In the left pane, select Map.
  All map options display, including Leaflet maps. Click either Leaflet Choropleth or Leaflet Bubblemap.
To create a Leaflet map in a visualization:
1. On the Home tab, in the Visual group, click Change.
2. On the Select a visual menu, click Map.
  The Select a map dialog box opens.
3. From the Type group, select a map.
From the Location group, using the Territory drop-down list, select a territory (for example, United States of America).

This section allows you to pick geographic locations for which maps are available. You can select a territory option from the drop-down list. Options include: United States of America, World, Europe, Africa, Asia, Australia, Austria, Denmark, Germany, Japan, North America, South America, and Sweden. For more information on adding or enabling additional territories, see Enabling Additional Territories in a Map.
Click OK.
From the Data pane, add a data source containing geolocation data to the Layer field container in the Query pane.

Note: For bubble maps, Layer, Latitude, and Longitude field containers display. You can specify latitudinal and longitudinal data using these fields. The Size field container also displays for bubble maps.

The Location Type dialog box displays, as shown in the following image.

The Location Type is needed for geocoding, which is a process through which fields are assigned to a specific geographic dimension (for example, Zip Code, State, or Country) so that it can be matched correctly to the geographic coordinates. The geocoding process will occur once you add a geographic field to the Location data container.
Select a geographic role from the drop-down list and click OK.

The map displays.

Note: You can change the geographic role by right-clicking the location dimension in the Query pane, and clicking Geographic Role. The Location Type dialog box opens.
Optionally, add a field to the Color field container, or add a field to the Size field container if you are creating a bubble map.

The map displays based on your data and selections for geolocation and optionally, color and size. The legend identifies the data in the map by color, based on the data field specified in the Color field container.

Reference: Query Field Containers by Map Type

This section presents the Query field containers that display for both charts and visualizations, by map type.

Query field container	Chart mode		Visualization mode
Query field container	Choropleth Map	Proportional Symbol Map	Choropleth Map	Proportional Symbol Map
Layer. One data field, specifically a field containing location data (for example, State).
Latitude. One data field, containing latitude data.
Longitude. One data field, containing longitude data.
Color. One data field.
Tooltip. Up to one data field (not required).
Multi-graph. Up to one data field (not required).
Size. One data field.

Reference: Geographic Roles

Note: Geographic roles are only available with Esri maps.

Geographic Role	Description	Maps Supported
CONTINENT	World Continents	Choropleth, Proportional Symbol
COUNTRY	World Countries	Choropleth, Proportional Symbol
STATE	World Admin Divisions	Choropleth, Proportional Symbol
CITY	World Cities	Proportional Symbol
COUNTY	World Counties	Choropleth, Proportional Symbol
POSTAL-CODE	Postal Code	Choropleth, Proportional Symbol

The following table summarizes additional geographic role information.

Note: All of the following roles are geographic roles, with the exception of Latitude and Longitude, which are coordinates.

Role Name	Role Format	Geographic Role
Address	Full	ADDRESS_FULL
Address	Line	ADDRESS_LINE
City	Name	CITY
Continent	ISO-3166 code	CONTINENT_ISO2
Continent	Name	CONTINENT
Country	FIPS code	COUNTRY_FIPS
	ISO-3166-2 code	COUNTRY_ISO2
	ISO-3166-3 code	COUNTRY_ISO3
	Name	COUNTRY
Country (NUTS level 0)	NUTS code	NUTS0_CC
Country (NUTS level 0)	Name	NUTS0
District (NUTS level 3)	NUTS code	NUTS3_CC
District (NUTS level 3)	Name	NUTS3
Geometry area		GEOMETRY_AREA
Geometry line		GEOMETRY_LINE
Geometry point		GEOMETRY_POINT
Latitude		LATITUDE
Longitude		LONGITUDE
Postal code		POSTAL-CODE
Province (NUTS level 2)	NUTS code	NUTS2_CC
Province (NUTS level 2)	Name	NUTS2
Region (NUTS level 1)	NUTS code	NUTS1_CC
Region (NUTS level 1)	Name	NUTS1
State	FIPS code	STATE_FIPS
State	Name	STATE
US County FIPS	FIPS code	USCOUNTY_FIPS
US city	FIPS code	USCITY_FIPS
US city	Name	USCITY
US county	Name	USCOUNTY
US Postal code	3 digits	ZIP3
US Postal code	5 digits	ZIP5
US state	Abbreviation	USSTATE_ABBR
	FIPS code	USSTATE_FIPS
	Name	USSTATE
	US ISO subdivision code	STATE_ISO_SUB

The following table illustrates the geographic roles and their dependencies. Level 1 indicates the highest level of hierarchy and level 5 is the lowest level of hierarchy.

Region	Hierarchy Level	Geographic Role
United States	1	COUNTRY, COUNTRY_ISO_CC
	2	USSTATE, USSTATE_ABBR, USSTATE_FIPS
	3	USCOUNTY, USCOUNTY_FIPS
	4	USCITY, USCITY_FIPS
	5	ZIP3, ZIP5
World	1	CONTINENT, CONTINENT_ISO_CC
	2	COUNTRY, COUNTRY_FIPS, COUNTRY_ISO_CC, COUNTRY_ISO2, COUNTRY_ISO3
	3	STATE, STATE_ISO_SUB
	4	CITY
	5	POSTAL CODE