Create Login Database

If using a login for a database through Designer, see here for instructions.

When ArcFM starts, the user is prompted to log in to a database. The ArcFM Login database is one that contains the ArcFM System Tables which house the various snapping settings, stored displays, page templates, and favorites. As its name implies, the Login database is the database to which mobile users will log in.

On the enterprise, the ArcFM Login database is typically the same SDE database that hosts the enterprise geodatabase. However, on field machines the Login database is a separate personal geodatabase. The mobile login database will not contain any feature or object classes since it is never going to be edited. The sole purpose of the mobile Login database is to store feature favorites, graphic favorites, stored displays, and other standard items managed by ArcFM.

In the steps below, you will copy stored displays from your enterprise database into your Login database. You may wish to create on the enterprise a stored display that contains only the layers that the field user will require.

NOTE: The Login database is created on the Administrator machine so that you can use the Data Source Wizard to connect the stored display layers to the Backdrop geodatabase. Because the directory structure on your Administrator machine is exactly the same as the directory structure on your field machines, the stored display layers will remain connected for field users.

Create the Login Datatabase

In ArcCatalog, browse to the directory in which the login database will reside. If you're using Geodatabase Replication to maintain the login database in the field, the database should reside in a sub-directory in the Base Path on the Replication Server. Because Geodatabase Replication uses a Directory replica to maintain the login, it will likely be the only database in the directory.
Right-click the file folder, select new, then File Geodatabase.
Name the database to indicate it is a Login database (for example, LoginDB).
Select the Login database in ArcCatalog and run the Create/Update ArcFM Solution System Tables tool.
Select the Login database in ArcCatalog and run the Upgrade ArcFM Solution Database tool.
Select the Login database in ArcCatalog and run the ArcFM Solution Object Converter tool, set to convert to ArcFM.
Delete MM_SYSTEM_STORED_DISPLAYS and MM_SYSTEM_PACKAGES from the sample login database.
In ArcCatalog, copy MM_SYSTEM_STORED_DISPLAYS and MM_SYSTEM_PACKAGES from your Enterprise database and paste them into the sample login database.
Select the Login database and click the Data Source Wizard button on the ArcFM Solution toolbar in ArcCatalog. In the next few steps you will use this tool to connect the stored display layers in the login database to the backdrop geodatabase.
Read the information provided on the first screen and click Next.
Select the stored display(s) and/or document(s) you'd like the mobile user to access in the field. All unnecessary stored displays and documents will be removed later. Click Next.
You will need to set all data sources, so accept the default setting on the next screen. Click Next.
Browse to the Backdrop geodatabase when selecting the destination data source. This connects the layers in the selected stored displays/documents to the backdrop. Click Next.
Review the Summary and click Next to connect the stored display/document layers to the Backdrop geodatabase.
Next, open the Login database in ArcMap and delete any stored displays and/or documents that the user will not require in the field. This will likely include any stored displays you chose not to connect to the Backdrop using the Data Source Wizard.

Stored Displays in the Field

You may need to create or modify stored displays for use in the field. When doing this, keep the following in mind:

Modify the size and color of symbology to make map features easily viewed on a small screen in the field.
Remove extraneous layers from stored displays to decrease the amount of time it takes to load.
Use simple symbology to increase performance.
Do not use Definition Queries (unless absolutely necessary) to increase performance.
If the stored display(s) and/or document(s) to be accessed by the field user have any broken data sources, you may delete those layers and re-save the stored display. This just means that the stored display/document contains layers that the backdrop does not. These layers can be removed from the stored display/document.

Geodatabase Replication: Copy the finished Login database to the appropriate sub-directory in the Base Path directory on the Replication Server. It is from this location that the Login database will be initially distributed (and permanently maintained) to client machines using a Directory Replica.

Create or Import Graphic Favorites

If your Engine Mobile users will be placing redline graphics in the field, then you will need to populate the login or backdrop database with graphic favorites before sending it to the field machines. There are a few ways to do this.

Sample Graphics: The login database provided with the ArcFM sample data contains sample graphic favorites. You may choose to use these. No further configuration is required.

Create Graphics: Open the backdrop or login database in ArcMap and use the Graphics tab to create graphics. With an edit session started, select a graphic on the map, right-click the Graphics tab and select Create Graphic Favorite.

Import Graphics: You can use the ArcFM System Favorites tool in ArcCatalog to export graphics from an existing geodatabase and import that XML into your backdrop or login database. Note that the Graphics tab in the ArcFM System Favorites Manager does not display the graphic favorites in the database. Also, if you import graphic favorites into a database that already has graphic favorites (such as the Login database provided with the sample data), all existing graphic favorites will be overwritten.

Stored Displays and Geodatabases

When using either Basic and Advanced Redliner, your stored display must contain at least one valid layer on which your license allows an edit session. Your license determines the rules around whether your ArcFM Annotation feature class can reside in the same dataset as a geometric network, and whether that dataset can contain relationships:

If you use an ArcGIS for Desktop Standard license (formerly ArcEditor) or an ArcGIS for Desktop Basic license (formerly ArcView), this valid layer must be from a dataset which contains no relationships or geometric networks. Because Advanced Redliner must edit annotation classes, all annotation layers used as redlining targets must be valid editing layers.
If you use an ArcGIS for Desktop Basic license with the Geodatabase Update Extension, your dataset can contain relationships but cannot contain a geometric network.
If you use an ArcGIS for Desktop Standard or an ArcGIS for Desktop Advanced (formerly ArcInfo) license, your dataset can contain both relationships and geometric networks.

Valid layers are required because both Redliner and Inspector must start edit sessions. To begin an edit session, your map must include at least one editable layer. This is true even for Basic Redliner, even though it cannot edit any features.

If all the layers in your stored display come from a single geodatabase, the order of the layers does not matter because ArcFM automatically uses valid layers to start the edit session. The layer rules for multiple geodatabases depend on which product you use:

If you use Redliner in Engine Viewer, and your stored display uses layers from multiple geodatabases, the first layer in the stored display must be from the geodatabase with the valid layers. An editing workspace can only be started on a single geodatabase at a time, and ArcFM attempts to start the edit session only on the first geodatabase listed in the stored display.
If you use Engine Mobile instead of Redliner, you will receive a prompt from ArcMap after running the Open Graphic Session command. Here you can choose which workspace to start editing.

Import Favorites

Once you have created a Login database to be used in the field, you may export favorites and graphic favorites from the Enterprise database into an XML, then import that XML into the Login database.

In ArcCatalog, select the Enterprise database and click the ArcFM Favorites button.
If you intend to use ArcFM in the field, select the Features tab and export Feature favorites. If you intend to use Designer in the field, select the Compatible Units tab and export CU Favorites.
Select the category you wish to export. You can export only one category at a time. You can either export each category individually (e.g., Electric, Gas) or you can select the System Favorites category and export all system favorites at once. Note that if you export the System Favorites category, it will be imported into the System Favorites category in your Login database (Figure 2). If you export each category individually, your Login database favorites will be organized similar to Figure 1.
Click Export. Provide a name for the exported XML and click Save. The system favorites will be exported to the XML file. Select and export each category you wish to export.
Click OK to dismiss the ArcFM System Favorites Manager.
In ArcCatalog, select the Login database and click the ArcFM Favorites button.
Select the tab you exported from in step 2 (Features or Compatible Units).
Delete the sample system favorites in the System Favorites category. These are part of the sample data and will be replaced with system favorites from your Enterprise database.
Select the System Favorites category and click Import.
When you select the XML to import and click Open, you will be prompted to select a Backdrop geodatabase to validate the XML. Click OK.
Browse to the Backdrop geodatabase and click OK.
Repeat steps 9-11 for each favorite category you wish to import into your Login or Backdrop database.
Click OK to dismiss the ArcFM System Favorites Manager.