Configuring a Document Type for Geolocation - Integration for Esri - English - Foundation 22.1 - OnBase - external

Integration for Esri
Platform
OnBase
Product
Integration for Esri
Release
Foundation 22.1
License

A geolocation is a set of latitude and longitude coordinates that have been converted from an address. The converted coordinates can be used to map a document to the correct location within a map viewer (such as Google Maps or ESRI).

You can configure a Document Type to create and store geolocation data for documents assigned to that Document Type. Documents being geocoded must be indexed with valid values for street address, city, region (i.e., state or country), and postal code.

OnBase automatically geocodes documents imported into any Document Type configured to use geolocation. OnBase also geocodes these documents if one or more of the geolocation Keyword Type Values is changed.

To configure a Document Type to use geolocation, follow these steps:

  1. In the OnBase Configuration module, open the Document menu and select Document Types. The Document Types window is displayed:
  2. Select the Document Type you want to modify.
  3. Click the Geolocation button. The Geolocation Settings dialog box is displayed.
  4. Select the Enable Geolocation Storage option.
  5. To properly geolocate documents, at least one Keyword Type containing location data must be assigned.
    It is recommended to use the GIS Configuration Utility to configure a geocoder that allows single-line Keyword Type assignment for multi-instance coordinate lookup per document. The default configuration for geocoders is to use single instance coordinate lookup and require 4 specific Keyword Types in this exact order: Street Address, City, Region, Postal.
    If your solution uses a single Keyword Type to store address information on documents, simply select that Keyword Type from the Keywords list and click Add>>.
    If your solution uses multiple Keyword Types to store address information on documents, follow these steps in this exact order:
    Note:

    The provided Keyword Type names are only suggestions. You can use different names for these Keyword Types as long as they are configured to store the appropriate type of data. However, they must be arranged in the exact order specified in the steps below (Street Address, City, Region, Postal).

    1. Select the Keyword Type used to store street addresses, then click Add>>.
    2. Select the Keyword Type used to store the name of a city, then click Add>>.
    3. Select the Keyword Type used to store region values, then click Add>>.
    4. Select the Keyword Type used to store postal codes, then click Add>>.
  6. Click OK.