upgrading to esri arcgis 10: avoid the pitfalls, reap the benefits
DESCRIPTION
Upgrading to ArcGIS 10 Describes industry best practices when upgrading and Esri and/or Schneider Electric GIS system from 9.x to 10.x at a utility company. How to avoid the common problems, take advantage of the common benefits.TRANSCRIPT
Upgrading to Arc 10Avoid the Pitfalls, Reap the Benefits
Upgrading to Arc 10Avoid the Pitfalls, Reap the Benefits
Skye PerryPrincipal Consultant
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Brian ReederGIS Analyst / Upgrade PM
CoServ [email protected]
AgendaIntroductions
Informal Poll – Where are you at?
Background – Why Upgrade
Upgrade ComponentsDatabasesProduct SoftwareCustomizations
Business Benefits
IntroductionsBrian Reeder – CoServ Electric
GIS AnalystWorked with CoServ for 5 YearsV10 Upgrade Project ManagerBeen Through 2 Past Upgrades
Software:
ArcGIS DesktopArcSDE – OracleArcGIS EngineArcGIS Server
ArcFM DesktopDesignerGeodatabase ManagerArcFM ReplicationArcFM Viewer for ArcGIS EngineArcFM Redliner / InspectorResponder
IntroductionsBrian Reeder – CoServ Electric
GIS AnalystV10 Upgrade Project ManagerBeen Through 2 Past Upgrades
Skye Perry – SSP InnovationsPrincipal ConsultantEsri & Telvent Technical Architect Lead the SSP team to implement the upgrade at CoServSSP Innovations is a Premier Telvent Implementation Partner
An Informal PollHow many are running version 9.x?
How many plan to upgrade to version 10 this year?
How many have already upgraded to version 10?
Why Upgrade?Esri and Telvent Support
Once 10.1 is released, 9.3.X Moves to “Mature Support”After 12 months of Mature Support Moves to “Retired Support”Recommendation is to get to 10 Sooner than Later
Re-architecture of Esri at v10Better Performance New User InterfaceMany Usability EnhancementsNew Functionality
Telvent New FunctionalityInitial 10 Releases – Compliance with Esri10.0.2 and 10.0.3 – Introduced New Functionality
CoServ Annual Upgrade PlanUpgrades Targeted Each Fall
Enterprise GIS technology standards kept as current as possible.Keeps your enterprise GIS upgrade projects manageable and less complex.Resource management easier because it’s in the plan annually.Annual thorough evaluation of your enterprise GIS needs.
Upgrade – Esri DatabaseEsri Geodatabase Upgrade
The “OLD” Way: SDE Command Linesde setup –o upgrade
The “NEW” Way: Esri Geoprocessing TaskInstall v10 ArcSDE Software
Connect to your 9.3.x GDB via a Direct Connection
Right click the GDB Connection Properties
Prerequisite ValidationsInvalid Domains
GDB-registered Tables That Don’t Exist
Esri Replicas That Don’t Exist
Upgrades the Schema In Place
Esri v10 SDE Schema At 9.3 (and previous) At 10
Complete Overhaul of GDB Tables
Esri v10 SDE Schema (cont)Where did all that data go?
GDB_ITEMTYPESType of object – Feature Class, Relationship Class, Table, Domain
GDB_ITEMS.Definition contains XMLHas all the details from previous tables
Join Ex:
XML
Esri v10 SDE Schema – SQL ServerSQL Server has Native Support for the XML Data Type
Allows User to View Easily
And Query Easily via XPathDefinition.exist('/DEFeatureClassInfo/Subtypes')Definition.query('/DEFeatureClassInfo/AliasName/text()')
Esri v10 SDE Schema - OracleOracle GDB_ITEMS.Definition Column is Numeric
References Separate Tables where XML is stored as a CLOB (binary)
Use the view GDB_ITEMS_VW to get the XML
No Advanced/Native SupportMust Parse the XML Text Externally (in code, Xpath, etc)Querying this view requires Oracle access to the SDE Binaries
Allows Oracle SDE Queries to Utilize Compiled DLLs
Upgrade - Telvent DatabasesTelvent Geodatabase Upgrade
Right click GDBArcFM Tables
Right click GDBUpgrade
PX (Session / Workflow Mgr)PX Database Upgrade Tool
Upgrade – Telvent Databases (cont)Responder
Telvent provides upgrade SQL scripts for Oracle and SQL Server
Run in Oracle SQL Developer, TOAD, etc
Run in SQL Server Management Studio
Run each set of database upgrade scripts for your version9.3.1 SP1 to 10.0.1 SP1
10.0.1 SP1 to 10.0.2
10.0.2 to 10.0.3
Etc
Our RecommendationDevelop your own custom SQL scripts based on the provided scripts
Upgrade – Product SoftwareArcGIS Desktop 10
REMEMBER – must install VBA (separate – free – license from Esri)
Otherwise Mostly Straightforward
Upgrade – Product SoftwareMost Esri & Telvent Software is 32-Bit
Exceptions – ArcSDE, ArcGIS Server, few others
Many Utilities Moving to Windows Server 2008 R2 (64-bit)Allow Time for Ensuring 32-Bit Apps Run Successfully
Tips & Time Savers:Microsoft IIS 7:
Enable 32-Bit Apps on 64-Bit Server
Set Web Application to Run in a 32-Bit Application Pool (Responder/Replication)
Ensure Correct Versions of MS .Net Framework Registered with IIS for ASP.Net
Use the Oracle 32 Bit ClientWorks for Desktop and Batch Apps
ASP.Net to Oracle Install Oracle ODP.Net (part of Oracle ODAC)
Ensure Matching Version
Upgrade – Product SoftwareGot Most Products Up and Running w/out Problems
Configuration File Upgrade OptionsUse Telvent Upgrade bat Scripts to Update Your Config FilesReconfigure Using Latest Product Config Files
Use a Compare Tool to check differences in product vs. legacy config files
Applies to:Responder
ArcFM Replication
Geodatabase Manager
General Recommendation – Compare & Reconfig
Upgrade - CustomizationsGot Visual Basic 6?
It’s time to say farewell… Get this out of the way at 10
Stop Procrastinating!
No support in 10.1
v10 Still Based on Microsoft .Net Framework 3.5
Can Use Visual Studio 2008 or Upgrade Code to 2010ArcFM SDK Limitation to VS.Net 2008
Install 2008 & 2010, Install ArcFM SDK, Upgrade to 2010
Upgrade – Customizations (cont)At v10 Esri is Moving Away from COM Registration
COM requires registry access for installationRequires user to be a Local Administratordll mishaps in the registry
Esri Now Uses XML Files to Register Customizations w/ArcGIS
Fairly Well Documented
Telvent Registration Is Not All The Way There… yetLeave your COM registration in place at v10
Dlls registered for COM Use
Each Class Has Unique GUID and PROGID
Telvent Provides a Handy New Version of RegX Handles Both Telvent & Esri Registration
Upgrade – Telvent CustomizationsFor Each Co-Class That Implements an Esri/Telvent Interface
Add New Class Attributes Identifying Required Registration, Exs:
Attributes Not Supported on Base (Abstract) Classes
Compile dll (which includes COM registration)
Run Telvent’s RegX.exe Available in ArcFM “bin” Folder
Example Usage:
Upgrade – Telvent CustomizationsRegX Takes Care of:
Esri ArcGIS Registration (Commands, Tools, Menus, Extensions)Telvent Registration (AUs, Subtasks, Validation Rules)
Build RegX into Your Custom Installer as a Custom ActionReminder – Leave Existing COM Registration Custom Action In Place
Telvent Customization Upgrade Workflow (courtesy Bill Bott):http://resources.arcfmsolution.com/Customizations/CustomizationFlow.pdf The RegX process handles the ecfg files mentioned in the workflow, you do not need to copy the ecfg files if RegX is used in your installer
Upgrade – Esri Batch ProcessesFor All Batch Apps
Exe’s Outside of ArcGISWindows ServicesWeb Interfaces
At 9.X - Explicitly Check Out Esri/Telvent Licenses
At 10 -Tell Esri the Product Code BEFORE Checking out LicensesAdd This Line of Code Before You Check Out the License:
Options: ArcGIS, Desktop, Engine, ArcReader, Explorer, Server, EngineOrDesktop
Recommendation: Add This to Your License Management Code
Technical WrapBigger upgrade than the 9.0, 9.1, 9.2, 9.3 sub-release upgrades
Plan a Formal Upgrade Project
Plan for Significant Testing
Use These Tips for Guidance
More Information Available in SSP’s Monthly e-zine:http://www.sspinnovations.com/upgrading-to-10-esri-telvent-story.aspx
May Be Beneficial to Work with Telvent or a certified Telvent PartnerBring in Specialized Skills and ExperienceWill Ensure Your Upgrade Goes Smoothly
Business Benefits - CoServGIS enterprise technology platform readiness for future enhancements and products.
Wider GIS exposure to the company.Opportunity to evaluate what GIS products business departments use.Opportunity to take a look at future product needs within the company.
GIS Training Opportunities.SSP Innovations created a custom training program for CoServ.End users were able to quickly adapt to new interface.End user feedback after training to help with change management processes.Less support time spent after production upgrade.
Responder IEEE cause codes more closely match engineering standards. CoServ uses this standard for power quality initiative, and regulatory reporting.
User Benefit Feedback - CoServ General
New Basemap layer support has been a big hit with end users.More precise selection tools.More intuitive table management interface.New search tab makes it much easier to find geoprocessing tools.ArcCatalog tab directly in ArcMap is handy for everyone.
ResponderSeparate line display service in Responder.Responder IEEE cause codes more closely match engineering standards.New meter search on the Responder customer service web interface page.
Thank YouSkye Perry
Principal ConsultantSSP Innovations
Brian ReederGIS Analyst / Upgrade PM
CoServ [email protected]