ESRI ArcGIS Pro Add-In

ArcGIS Pro is Esri’s desktop GIS application for creating, editing, analyzing, and visualizing spatial data in 2D and 3D. It integrates mapping, imagery, and geoprocessing tools, supports workflows like cartography, spatial analysis, and data management, and connects to ArcGIS Online, ArcGIS Enterprise, and local file geodatabases for sharing and collaboration.

Important Notes

• ArcGIS Pro Syncing must be enabled to utilize this add-in. Please Contact CivicPlus Support to enable syncing.

• You must use ArcGIS Pro 3.7 or higher

• The Add-In only does one-way syncing from ArcGIS Pro to Asset Management. It does not do deletions

Add-In Setup

Each user syncing from ArcGIS Pro must generate an Authorization Code to authenticate and verify their identity. This code is used to log into the Asset Management system from within ArcGIS Pro. The code is unique to the logged-in user and linked to their database record.

Get an Authorization Code

Important Note

Each user should generate their own authorization code and use their own ArcGIS login for audit purposes. If users share a single authorization code across multiple ArcGIS Pro logins, you may experience processing issues with two users pushing updates at the same time. If this occurs, it will not be possible to accurately audit and determine who did what and when. This is not supported configuration and should not be expected to work reliably.

1. Click the Account dropdown menu

2. Click Authentication Code

3. Copy this authentication code

   Note:

   This authentication code will be used in the following instructions. We advise pasting this code into a word document or notepad for easy reference.

Install the ArcGIS Pro Add-In

1. Download the CivicPlusAssetManagement.esriAddinX file

2. Launch ArcGIS Pro and log in

3. Open the ArcGIS Pro settings

   1. In an open project, click the Project tab

   2. On the start page, click Add-In Manager

4. Click Add-In Manager

5. Click the Options tab

6. Create an ESRI Well Known folder if one does not exist

   Note:

   If a ESRI Well Known folder does exist, skip to step 7.

   1. Click the Options tab

   2. Click Add Folder

   3. Select the folder you want to designate as the well-known folder

   4. Click OK

   5. Exit ArcGIS Pro

7. Copy the CivicPlusAssetManagement.esriAddinX file on your computer

8. Paste the CivicPlusAssetManagement.esriAddinX file into the well-known folder

9. Start ArcGIS Pro

   Note:

   Restart all ArcGIS Pro instances after moving the add-in file to the well-known folder. The add-in will not be available for use until ArcGIS Pro is restarted with the add-in in the well-known folder.

10. Validate that the add-in has been installed

    1. Open the ArcGIS Pro settings page

    2. Click Add-In Manager

    3. Confirm that there is a Shared Add-In section labeled Beehive Add-in

11. Open the ArcGIS Pro project with the layers to push to Asset Management

12. Click Add-In

13. Select GIS Push

14. Enter the Authentication Code

15. Click OK

Update Your Field Mapping

Before your first sync, but after you get the all-clear from technical support, you can begin field mapping. The easiest way to accomplish this is to Update Entity Properties through the Admin application. Each field that will be synced needs to be mapped.

Important Note

Field names much match exactly. Casing matters: “testfieldname” is not the same as “TestFieldName” and will not match or sync if the fields do not match exactly.

Instructions

1. Log in to the Asset Management Admin Application

2. Click Properties

3. Pick the asset class to be configured for GIS Sync

4. Click the property in the Property Selection list that needs to be mapped

5. Type the GIS Property Name into the External Sync Property box

6. Click Save

Syncing from ArcGIS Pro to Asset Management

Important Note

End-users cannot sync 1 to 2 records at a time as they did in ArcMap. Syncing a layer sends all its records to the asset management application.

Initiate a Sync with the Esri ArcGIS Pro Add-In

Once your organization has been set up by our support team, your fields have been mapped, and you have installed the add-in, then you can initiate a sync. All syncs from ArcGIS Pro to Asset Management are one-way and require a manual push.

1. Open ArcGIS Pro
   

2. Click on the ribbon and select Add-In. You should see GIS Push: CivicPlus Asset Management.
   

   Note:

   If you have not authenticated, you will be prompted with the following dialog. Get your authentication code and plug it in here.
   

3. You will then be asked to select which layers to sync. Click Ok.
   

   Note:

   Your layers need to be setup in advance. This is something you will need to communicate to our support team.

4. You will then be notified if the sync was successful or not. Click Ok to close the dialog box.
   

View Sync History

1. Go to the Query tab.

2. You should see a GIS Audit legend item and a GIS Push History query. This query will show you who synced what layer, on what day, and if it succeeded. Errors will show in the note column.
   

Uninstall the CivicPlus ArcGIS Pro Add-In

The following steps showcase how to uninstall the CivicPlus ArcGIS Pro Add-In using ArcGIS Pro 3.6.0. All information in this article is for informational purposes only. If you are needing advance assistance with Esri ArcGIS Pro, please contact Esri’s technical support.

For additional information from Esri, see Manage Add-Ins.

1. Open ArcGIS Pro and log in
   

2. Click on Settings in the ribbon on the left
   

3. Click on Add-In Manager
   

4. Double-click on CivicPlus Asset Management Add-In
   

   Note:

   If you installed the Add-In as a “Shared Add-In”, you will need to delete it using your file explorer. You will not be able to use the delete button from the Add-In Manager. Note the file location in the right-hand panel.

5. Navigate to the same location in your file explorer. Select the add-in and delete it.