ArcFM Designer XI – Implementation Guide

Prerequisites
- Electric Feeder Health Check
Required Fields by Network Type
- Electric - Utility Network
- Electric - Geometric Network
- Gas - UPDM with Utility Network
Step 1: Request a Tenant
- Step 1a: Request Designer XI Samples (Recommended)
Step 2: Install the ArcFM Connectivity Evaluator (ACE) Tool
Step 3: Configure Tenant Authentication
- Tenant Provisioning
- Portal Federation
Step 4: Configure Hybrid Connection Manager
Step 5: Install Solution Center
Step 6: Choose Work Management System (WMS) Role
- Work Management System Role
- Prepare for Work Management System Integration
- Configure ArcGIS Server Geometry Service
- Workflow Diagrams
  - Workflow Flow Diagram
  - Assignment Flow Diagram
Step 7: Perform Geodatabase Configurations
- Step 7a: Assign Custom Field Names, Workflows, and Autoupdaters
  - Network Categories and Workflows for the Utility Network
  - Model Names and Autoupdaters for the Geometric Network
- Step 7b: Create Design Region Feature Class
- Step 7c: Create Work Area Feature Class
- Step 7d: Create and Publish Offline Tile Package Basemaps
- Step 7e: Configure Geodatabase Regions
Step 8: Publish Feature Services for Various Functions
- Step 8a: Publish Network Feature Service
  - Publish from ArcGIS Pro
- Step 8b: Choose ArcGIS Online Basemaps to Use as Backdrops
- Step 8c: Create and Publish Custom Backdrops
- Step 8d: Create Map Notes Feature Dataset and Publish Service
- Step 8e: Create Reference Views
  - Reference Views for Basemaps
  - Reference View for Work Areas
  - Reference View for the Add Data Tool
    - Add Data Tool and Extended Feeder Manager
Step 9: Import and Map Equipment Specifications
- Make Specs As Detailed As Necessary
- Understand Spec Requirements for ADMS Integration
- Prepare for Spec Gathering Meetings
- Create Equipment Specs
- Configure Dynamic Spec Behavior
- Equipment Specs and Compatible Units
- Import Compatible Units
- Edit the Schema
- Gas Abandon and the Schema.xml
- Special Treatment of Tap Transformers in the Utility Network
- Map and Push CU Attributes
- Checklist for a New Component Type
Step 10: Design Storage, Edge, and Polyfill Services
- Hosted Services
  - A Hosted Design Storage Implementation
  - A Hosted Edge Implementation
- On-Premises Services or Hybrid Implementations
- Install and Configure the ArcGIS Server Polyfill Service
Step 11: Install Work Management System Integrations
- Configure Backstage Custom Properties
Step 12: Install the Designer XI Client Application
Step 13: Deploy a Facility ID Service (optional)
- Configure Facility ID Service
Step 14: Configure Design Styles
- Step 14a: Download Design Style Samples
- Step 14b: Configure Symbols in ArcGIS Pro
- Step 14c: Add Key Modifiers for Enhanced Symbols
- Step 14d: Configure Text Symbols in ArcGIS Pro
- Step 14e: Configure Design Style within the Designer XI Application
- Step 14f: Common Configuration
- Step 14g: Design Style Defaults
  - Map Layers
  - Map Settings
- Step 14h: Other Design Style Tools
  - Design Style Options on the Maps Pane
  - Design Style Configuration Dialog Tools
Step 15: Configure Labels within the Designer XI Application
- Step 15a: Style - Label Configuration
- Step 15b: Inline Text Formatting Tags
- Step 15c: Process Tab for Conditional Labeling
  - “If Attribute is True, Else” Labeling
  - “When an Attribute is” Labeling
Step 16: Configure Stamp Graphics
- Step 16a: Configure Stamp Graphics in ArcGIS Pro
Step 17: Configure Palettes and Templates
- Step 17a: Add Palette
- Step 17b: Add Template
- Import Existing Templates
Step 18: Create Page Elements and Page Templates
- Step 18a: Create Page Elements
- Step 18b: Create Page Templates
- Step 18c: Print Workflows (Optional)
Step 19: Configure Spatial Reference for Guides Pane
Step 20: Configure Custom Tools
Designer XI Resource Library
- Designer XI Terminology
- XI Series Terminology
- Security Considerations
- File Directories and File Types on Client Machine
- GPS and Windows Location Services
- Entity Tags (eTags)
- Feature Flags
- User API Keys for Services
- REST APIs for Designer XI Services
- Designer XI 11.4 Archived Topics

Fields to Support Display

The Component Information pane displays attributes for selected components.

IMPORTANT: If an attribute is not available or is null, the application does not display it. In other words, while it is generally helpful to map as many of the attributes below as possible to assist the designers, they are not all required for the application to work.

During your specification gathering meeting, team members from your company and your implementation team meet to discuss mapping your equipment specs to the Designer XI application. So, be prepared to provide the location of the following:

Electric

Circuit Breaker:
- Breaking current
- Gang operated
- Rated current
- Type
Conductor:
- Cable resistance (ohms per kilometer)
- Manufacturer
- Model
- Rated current
Electric Network Component:
- Manufacturer
- Model
- Type
Fuse:
- Breaking current
- Rated current
- Type
Guy:
- Description
- Name
- Manufacturer
- Model
Pole:
- Class
- Description
- Height
- Manufacturer
- Material
- Model
Riser:
- Description
- Height
- Name
- Manufacturer
- Material
- Model
Service Point:
- Load profile (a category to summarize the average power drawn by the service point)
Surface Structure:
- Height
- Length
- Manufacturer
- Model
- Type
- Width
Switch:
- Rated current
Transformer:
- High side connection
- Low side connection
- Primary winding rated power
- Rated kVA

Gas

Pipe
- Diameter
- Material
Valve
- ValveType
- Diameter
- Material
- NormalPosition
Fitting
- FittingType
- Diameter
- Material
Meter
- OperatingPressure
- Diameter
- Material
GasGenericPointComponent
- Manufacturer
- Model
- Type

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