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Configure a service

Audience: Administrators (Configurator group)

This topic explains how to configure map services, including service properties, layers, territory filters, search settings, keywords, themes, details, editing settings, and attachments.

Prerequisites

Before you start:

Follow the UI path

All following instructions start from this system path:

Control Panel > Maps > Service

Create a service

To create a service:

  1. On the Service page, click Add service.

  2. On the Properties tab, enter the required general settings.

Field

Mandatory

Description

Title

Yes

Enter the service name.

Service Type

Yes

Select the type of service.

Searchable

No

Select to allow searching this service using the search widget. See Search widget.

Category

No

Select service categories to enable category filtering in the search widget. Requires Searchable to be selected.

URL

Yes

Enter the service URL.

Server

Yes

Select a previously configured server.

Key reference

No

Enter reference keys if applicable.

Service date

No

Enter the service date.

Copyright

No

Enter copyright details.

Extra

No

Enter additional metadata.

Available

No

Select to make the service active. If cleared, the service remains hidden on the map even when associated with it.

Disable data export

No

Select to disable Excel export from the attribute table.

  1. In the Options section, configure the display settings.

Option

Description

Visible

Select to check the service by default in the Table of Contents (TOC). Clear to show the service in the TOC without checking it.

Not Show in TOC

Select to hide the service from the TOC entirely.

Closest visible scale

Enter the minimum zoom scale for service visibility.

Furthest visible scale

Enter the maximum zoom scale for service visibility.

Opacity

Set feature transparency on the map.

Refresh time

Set an automatic update interval for real-time data layers (for example, vessel tracking or weather).

  1. Click Save.

Configure service layers and attribute tables

To configure layer visibility and field settings:

  1. Click the Layers tab.

  2. Select a layer from the list.

  3. Select or clear the Visible checkbox to show or hide the layer in the TOC.

  4. In the fields table, configure field display options:

    • Selection: Select to display the field across map tools (attribute table, info panel, and selection tools). Clear all checkboxes to display all fields.

    • Default: Select to make this field the default choice in the "Set label" TOC tool. You can set only one field as default.

Configure territory filters

To map fields to system territory filters:

  1. Click the Filters sub-tab.

  2. Select fields that correspond to Area, Operation Center, and Structure.

Note: To learn how territory management works, see Territory management and Users and permissions.

Configure search settings

To configure how users search within the service:

  1. Click the Search sub-tab.

  2. Next to the field you want to configure, click the Edit icon.

  3. In the pop-up window, configure the following options:

    • Category: Select the category to apply to the filter.

    • Condition: Select the search condition.

  4. Click Save.

Note: See Search widget.

Configure service keywords

To add search keywords to a service:

  1. Click the Keyword tab.

  2. Add keywords associated with the service to allow users to search by keyword as well as service name.

  3. Click Save.

Configure a service theme

To create a new map rendering theme:

  1. Click the Theme tab.

  2. Click New theme.

  3. Enter a Name and Description.

  4. In the Theme field, enter the JSON structure that defines the theme rules.

Example grey scale theme JSON for polygonal assets:

JSON
JSON
[
  {
    "theming": {
      "layer": {
        "layerId": [1]
      },
      "renderer": {
        "type": "unique-value",
        "field": "industry_type",
        "uniqueValueInfos": [
          {
            "value": "01",
            "label": "Oil Sands Mine",
            "symbol": {
              "type": "simple-fill",
              "width": "4px",
              "style": "solid",
              "color": "#000000"
            }
          },
          {
            "value": "02",
            "label": "Commercial InSitu",
            "symbol": {
              "type": "simple-fill",
              "width": "4px",
              "style": "solid",
              "color": "#d3d3d3"
            }
          },
          {
            "value": "Shell 03",
            "label": "Pilot InSitu",
            "symbol": {
              "type": "simple-fill",
              "width": "4px",
              "style": "solid",
              "color": "#949494"
            }
          },
          {
            "value": "04",
            "label": "Other",
            "symbol": {
              "type": "simple-fill",
              "width": "4px",
              "style": "solid",
              "color": "#d3d3d3"
            }
          },
          {
            "value": "05",
            "label": "Upgrader",
            "symbol": {
              "type": "simple-fill",
              "width": "4px",
              "style": "solid",
              "color": "#d3d3d3"
            }
          }
        ]
      }
    }
  }
]

Theme parameters:

  • layerId: Target layer ID within the service.

  • field: Layer field used as criteria for applying the theme.

  • uniqueValueInfos: List mapping field values to specific display colors and symbols.

  1. Click Save.

Add service details, editing rules, and attachments

  1. Service details: Click the Details tab to add reference documentation and metadata. Users can view this information through the metadata widget. See Table of Contents 1.0.* | Navigate on layers.

  2. Service editing: Click the Editing tab to configure editing permissions and behavior. See Editing settings.

  3. Service attachments: Click the Attachments tab to attach documents from DocShare or enter a direct URL. Linked documents display under Details > Documents on the map. See Table of Contents 1.0.* | Navigate on layers.

What's next