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

Recognized Types for Design Style Symbols

The table below includes the component types that can be used within the arcade script. For example, if you were working with transformers within the arcade script, you would utilize “xfr” as the syntax within the script. That is how the application knows you are scripting transformers. In the previous topic, we recommended incorporating the types as part of the symbol Keys. This makes it easier to match Key to type when working within the arcade script. This makes more sense when you view the arcade script, so remember you can download a sample at Designer XI Samples to view a finished script.

Type	Meaning
att	PoleAssembly
brkr	Breaker
cap	Capacitor
capb	CapacitorBank
cnd	ConduitSystem
cond	Conductor
condb	ConductorBank
cutpoint	CutPoint
der	DistributedEnergyResource
ev	ElectricVehicleCharger
fib	FaultIndicatorBank
fitting	Fitting
fuse	Fuse
fuseb	FuseBank
gen	Generator
genb	GeneratorBank
ggpc	GasGenericPointComponent
glc	GenericLineComponent
guide	ElectricLayoutGuide
guide	GasLayoutGuide
guy	Guy
jmp	Switch
loadbreak	Switch
misc	SwitchBank
mtrset	MeterSetting
ncb	ElectricNetworkComponentBank
networkcomponent	ElectricNetworkComponentBank
node	ConnectivityNode
oh_pcil	OhPathComponentInsertionLocation
opg	OffsetPathGuide
pipe	Pipe
poi	ElectricLayoutPointOfInterest
poi	GasLayoutPointOfInterest
pole	Pole
riser	Riser
sb	SectionalizerBank
sec	Sectionalizer
sp	ServicePoint
spanguy	SpanGuy
src	FeederSource
srcb	FeederSourceBank
struct	SurfaceStructure
swb	SwitchBank
swb	SwitchBank
switch	Switch
trnch	ConduitSystem
ug_pcil	UgPathComponentInsertionLocation
valve	Valve
vr	VoltageRegulator
vrb	VoltageRegulatorBank
wl	WorkLocation
xfr	Transformer
xfrb	TransformerBank

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