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InsightMaps Admin Console Guide

The InsightMaps Admin Console is a comprehensive management platform that provides centralized control over your GIS ecosystem. This guide covers both administrator functions (data management, user administration, system configuration) and user workspace features (personal bookmarks, layers, analysis tools).

Who Should Use This Guide

Administrators

System administrators, GIS managers, and data stewards responsible for:

  • Publishing and organizing spatial data sources
  • Managing user access and permissions
  • Configuring system settings and viewer profiles
  • Monitoring system health and audit trails
  • Performing backup and recovery operations

End Users

Map application users who need to:

  • Access their personal bookmarks and layers
  • Create charts and perform spatial analysis
  • Browse available data layers
  • Manage personal settings and preferences

Console Interface Overview

[IMAGE: Admin Console dashboard showing navigation sidebar, header with user menu, and main content area with system statistics cards]

The console interface is organized into four main areas:

1. Navigation Sidebar

Left-side navigation with collapsible sections:

  • Workspace - Personal dashboard, data explorer, charts, analysis (all users)
  • Content Management - Data sources, categories, layers, basemaps (admins only)
  • System - Services, bookmarks, search sources, users (admins only)
  • Configuration - Viewers, scales, settings, organizations (admins only)
  • Monitoring - Audit logs, backup management (admins only)

2. Header Bar

Top bar providing:

  • Application logo and title
  • Active route breadcrumb
  • Theme toggle (light/dark mode)
  • User menu with profile and logout options
  • Help and documentation links

3. Main Content Area

Central workspace showing:

  • Dashboard statistics and quick actions
  • Data management tables with search and filters
  • Configuration forms and editors
  • Real-time status indicators

4. Floating Action Bars

Context-sensitive toolbars for:

  • Bulk operations on selected items
  • Quick access to common actions
  • Multi-selection management

Quick Start for Administrators

[IMAGE: Admin Dashboard showing system overview cards with statistics, recent activity timeline, and quick action buttons]

Your First Day as an Admin

1. Review System Status

Navigate to Admin Dashboard to see:

  • Total users, layers, categories, and services
  • System health indicators
  • Recent audit activity
  • Configuration warnings (if any)

2. Configure Map Settings

Go to Settings to establish:

  • Spatial Reference System (SRID) - Choose coordinate system (WGS84, GDA2020, MGA Zone 55)
  • Default extent - Set initial map bounds
  • Measurement units - Configure metric/imperial preferences
  • Application URL - Set the mapping application endpoint

[IMAGE: Settings page showing SRID configuration dropdown with WGS84, GDA2020, and MGA Zone 55 options]

3. Connect Your First Data Source

Navigate to Data Sources and click Add Data Source:

  1. Select service type:

    • ArcGIS REST (FeatureServer, MapServer)
    • WMS (Web Map Service)
    • WMTS (Web Map Tile Service)
  2. Enter service URL and test connection

  3. Discover layers from the service

  4. Select layers to import

  5. Publish to make available to users

[IMAGE: Service discovery workflow showing URL entry, layer selection grid, and publish confirmation]

4. Organize with Categories

Go to Categories to create structure:

  1. Create major categories (e.g., "Infrastructure", "Environment", "Demographics")
  2. Add minor categories within each major (e.g., "Roads", "Water", "Buildings")
  3. Publish categories to make visible in map application
  4. Assign layers to appropriate categories

5. Invite Users

Navigate to Users and click Add User:

  1. Enter user email and name
  2. Assign role:
    • System Admin - Full platform control
    • Admin - Data and user management
    • Editor - Create and modify content
    • Viewer - Read-only access
  3. Assign organization (optional for multi-tenancy)
  4. Send invitation

[IMAGE: User creation form showing role selection dropdown and organization assignment]

6. Review Audit Logs

Go to Audit Logs to establish monitoring baseline:

  • Filter by event type (Authentication, Data Modification, Permission Changes)
  • Set up regular review schedule
  • Export audit data for compliance records

Quick Start for Users

[IMAGE: User Dashboard showing personal statistics, recent bookmarks, and quick action cards]

Your First Day as a User

1. Access Your Dashboard

Login and navigate to your User Dashboard to see:

  • My Bookmarks - Saved map locations
  • My Layers - Personal geometry layers
  • Published Categories - Available data layers
  • Quick Actions - Data Explorer, Charts, Analysis

2. Explore Available Data

Click Data Explorer to browse:

  • Published categories and layers
  • Layer metadata and properties
  • Preview thumbnails
  • Search functionality

[IMAGE: Data Explorer showing layer cards with thumbnails, titles, categories, and view buttons]

3. Create a Bookmark

To save a map location:

  1. Navigate to My Bookmarks
  2. Click Create Bookmark
  3. Enter name and description
  4. Set extent (or use current map view)
  5. Save for quick access later

4. Build a Chart

Go to Charts to visualize data:

  1. Select a layer
  2. Choose fields for X and Y axes
  3. Pick chart type (bar, line, pie, scatter, doughnut)
  4. Configure aggregation and grouping
  5. Export as image or data

[IMAGE: Chart builder interface showing layer selection, field mapping, and chart preview]

5. Run Spatial Analysis

Navigate to Analysis for GIS operations:

  • Buffer - Create distance zones around features
  • Intersect - Find overlapping areas
  • Union - Combine multiple geometries
  • Difference - Calculate area between features

Admin Features - Content Management

Data Sources

[IMAGE: Data Sources view showing service list with type badges, status indicators, and action menu]

The Data Sources page is your gateway to external spatial data. It manages connections to ArcGIS REST services, WMS, and WMTS endpoints.

Adding a Data Source

Step 1: Choose Service Type

  • ArcGIS REST - Esri services (FeatureServer, MapServer)
  • WMS - OGC Web Map Service (version 1.1.0 or 1.3.0)
  • WMTS - OGC Web Map Tile Service

Step 2: Configure Connection

Service URL: https://services.example.com/arcgis/rest/services/MyService/FeatureServer
Authentication: None | Basic | Token
Verify SSL: Yes (recommended)

Step 3: Test Connection The console will:

  • Validate URL format
  • Test network connectivity
  • Verify service metadata
  • Display service capabilities

Step 4: Discover Layers [IMAGE: Layer discovery dialog showing available layers in grid format with checkboxes, thumbnails, and metadata]

Review discovered layers:

  • Layer name and ID
  • Geometry type (point, line, polygon)
  • Field count and data types
  • Spatial reference
  • Extent information

Step 5: Import Selected Layers Choose layers to import and configure:

  • Display name - User-facing layer title
  • Description - Detailed layer information
  • Default visibility - Show/hide by default
  • Opacity - Initial transparency (0-100%)
  • Min/Max scale - Zoom level visibility

Step 6: Publish Click Publish Selected to make layers available in the mapping application.

Managing Data Sources

Edit Source

  • Update service URL
  • Modify authentication credentials
  • Change connection settings
  • Refresh layer metadata

Refresh Layers Sync with source service to:

  • Detect new layers
  • Update field schemas
  • Refresh extent information
  • Detect removed layers

Delete Source Remove connection and optionally:

  • Keep imported layers (disconnected)
  • Delete all associated layers (cascade delete)
  • Archive layers for recovery

Service Health Monitoring

[IMAGE: Service status dashboard showing uptime indicators, last sync time, and error notifications]

Each data source displays:

  • Status - Online, Offline, Error
  • Last Sync - When metadata was refreshed
  • Layer Count - Total layers from this source
  • Error Messages - Connection or authentication issues

Troubleshooting Tips:

  • Connection timeout - Check firewall rules and network connectivity
  • Authentication failed - Verify credentials or token validity
  • SSL certificate error - Update certificate or disable SSL verification (not recommended for production)
  • Invalid metadata - Ensure service supports required version (ArcGIS 10.x+, WMS 1.1.0+)

Categories

[IMAGE: Categories page showing two-level hierarchy with major categories containing minor categories, publish status, and layer counts]

Categories organize layers into a logical, navigable structure for end users. The system supports a two-level hierarchy: major categories and minor categories within them.

Category Hierarchy

Major Categories Top-level organization groups such as:

  • Infrastructure
  • Environment
  • Demographics
  • Planning & Zoning
  • Emergency Services

Minor Categories Subcategories within major categories:

  • Infrastructure → Roads, Water, Utilities, Buildings
  • Environment → Vegetation, Waterways, Protected Areas
  • Demographics → Population, Employment, Education

Creating Categories

Create Major Category:

  1. Click Add Major Category
  2. Enter name (e.g., "Infrastructure")
  3. Add description for user guidance
  4. Set display order (1, 2, 3...)
  5. Choose icon from library
  6. Publish immediately or save as draft

[IMAGE: Major category creation form showing name field, description textarea, order input, icon picker, and publish toggle]

Create Minor Category:

  1. Select parent major category
  2. Click Add Minor Category
  3. Enter name (e.g., "Roads")
  4. Add description
  5. Set display order within parent
  6. Publish

Best Practices:

  • Use clear, user-friendly names (avoid technical jargon)
  • Keep hierarchy shallow (max 2 levels)
  • Group related data logically
  • Maintain consistent naming conventions
  • Consider user workflows when organizing

Publishing Workflow

[IMAGE: Publishing workflow diagram showing Draft → Review → Publish → Live states]

Draft State

  • Category created but not visible to users
  • Allows testing and configuration
  • Can assign layers without affecting production

Published State

  • Visible in mapping application
  • Users can access assigned layers
  • Appears in category tree navigation

Unpublish

  • Temporarily hide category
  • Layers remain configured
  • Quick way to remove from production without deleting

Assigning Layers to Categories

Method 1: From Categories Page

  1. Expand minor category
  2. Click Manage Layers
  3. Select layers from available pool
  4. Click Add to Category

[IMAGE: Layer assignment dialog showing two columns - Available Layers (left) and Assigned Layers (right) with arrow buttons between them]

Method 2: From Layers Page

  1. Select one or more layers
  2. Click Assign Category from action menu
  3. Choose target category
  4. Confirm assignment

Method 3: Bulk Import

  1. Export category structure as CSV
  2. Edit assignments in spreadsheet
  3. Import updated CSV
  4. Review changes and confirm

Category Management Operations

Reordering

  • Drag and drop major categories
  • Drag and drop minor categories within major
  • Set explicit order numbers
  • Changes reflect immediately in map application

Bulk Operations Select multiple categories to:

  • Publish/unpublish batch
  • Delete multiple categories
  • Export structure
  • Apply consistent settings

Import/Export [IMAGE: Import/export interface showing file upload area and format options]

Export formats:

  • CSV - Category hierarchy with metadata
  • JSON - Full structure with configuration

Import sources:

  • CSV file with predefined schema
  • JSON structure export
  • Migrate from other systems

Layers

[IMAGE: Layers page showing data table with layer name, type, category assignment, visibility status, and scale range]

The Layers page provides detailed configuration for individual spatial layers including display properties, field management, labeling, and performance optimization.

Layer Configuration

Display Properties

[IMAGE: Layer configuration form showing display settings tab with name, description, opacity slider, and visibility toggles]

Basic Settings:

  • Display name - User-visible layer title
  • Description - Detailed layer information and metadata
  • Default visibility - Show/hide when map loads
  • Opacity - Transparency (0% = invisible, 100% = opaque)
  • Legend - Enable/disable legend entry

Scale-Dependent Visibility: Configure zoom level ranges:

Minimum Scale: 1:100,000 (zoomed out - small scale)
Maximum Scale: 1:1,000 (zoomed in - large scale)

Use cases:

  • Hide detailed layers at small scales (performance)
  • Show summary layers only when zoomed out
  • Display labels only at appropriate scales
  • Prevent clutter at inappropriate zoom levels

Field Management

[IMAGE: Field configuration interface showing field list with visibility toggles, aliases, and formatting options]

Configure layer fields (attributes):

Field Properties:

  • Alias - User-friendly field name
  • Visible - Show/hide in feature table and popups
  • Editable - Allow user modifications
  • Format - Number, date, text formatting rules

Field Formatting Examples:

Population: #,### (e.g., 1,234,567)
Date: MM/DD/YYYY
Currency: $#,##0.00
Percentage: #0.0%

Field Order: Drag and drop to reorder:

  • Top fields appear first in popups
  • Important attributes at top
  • Technical fields at bottom
  • ID fields last

Label Configuration

[IMAGE: Label configuration panel showing label expression editor, font settings, and placement options]

Label Expression:

javascript
// Simple field
$feature.NAME

// Multi-field
$feature.STREET + ", " + $feature.CITY

// Conditional
When($feature.TYPE == "primary", "Major Road", "Minor Road")

// Format number
Text($feature.POPULATION, "#,###")

Label Properties:

  • Font family - Arial, Helvetica, Courier
  • Font size - 8pt to 24pt
  • Font weight - Normal, bold
  • Color - Text color and halo
  • Placement - Above, below, center, follow line

Definition Queries

[IMAGE: Definition query builder showing SQL expression editor with field selector and operator buttons]

Filter layer data with SQL expressions:

Examples:

sql
-- Show only major roads
ROAD_CLASS = 'Major'

-- Population over 10,000
POPULATION > 10000

-- Recent records
LAST_UPDATE > '2024-01-01'

-- Multiple conditions
STATUS = 'Active' AND PRIORITY IN ('High', 'Critical')

Benefits:

  • Reduce data transfer (performance)
  • Focus on relevant features
  • Create filtered views
  • Support multiple viewer profiles

Symbology

[IMAGE: Symbology configuration showing renderer type selector and symbol editor]

Renderer Types:

  • Simple - Single symbol for all features
  • Unique Value - Different symbols based on field value
  • Class Breaks - Graduated symbols based on numeric ranges
  • Heat Map - Density visualization

Symbol Properties:

  • Geometry type - Point, line, polygon
  • Color - Fill and outline
  • Size - Width or radius
  • Style - Solid, dashed, patterned
  • Transparency - Per-symbol opacity

Layer Actions

Publish/Unpublish

  • Make layer available or unavailable to users
  • Doesn't delete configuration
  • Quick production control

Refresh Metadata Sync with source service:

  • Update field schema
  • Refresh extent
  • Update feature count
  • Detect service changes

Export Configuration Download layer settings as JSON for:

  • Backup
  • Migration to other environments
  • Template creation
  • Documentation

Duplicate Layer Create copy with:

  • Same source connection
  • Different configuration
  • Alternative symbology
  • Separate definition query

Delete Layer Permanently remove:

  • Layer configuration
  • Category assignments
  • Viewer associations
  • Does NOT delete source data

Basemaps

[IMAGE: Basemaps page showing grid of basemap thumbnails with titles, types, and default indicator]

Basemaps provide the background context for your mapping application. Configure built-in basemaps and add custom tile services.

Built-in Basemaps

InsightMaps includes standard ArcGIS basemaps:

  • Imagery - High-resolution satellite imagery
  • Streets - Road-focused cartography
  • Topographic - Terrain and elevation
  • Gray Canvas - Neutral backdrop
  • Dark Gray - Dark mode optimized
  • Oceans - Bathymetric and nautical

Configuration:

  • Enable/disable individual basemaps
  • Set default basemap
  • Configure opacity
  • Set visibility in basemap gallery

Custom Basemaps

Add Tile Service:

  1. Click Add Custom Basemap
  2. Enter tile service URL:
    https://tiles.example.com/{level}/{col}/{row}.png
  3. Configure properties:
    • Name - Display title
    • Type - Raster, Vector
    • Attribution - Copyright text
    • Min/Max zoom - Level constraints

[IMAGE: Custom basemap form showing URL input, type selector, attribution field, and zoom level sliders]

Supported Formats:

  • XYZ Tiles - Standard slippy map tiles
  • WMTS - OGC tile service
  • Vector Tiles - Esri vector tile packages

Basemap Settings

Default Basemap Set which basemap loads by default:

  • Click star icon on preferred basemap
  • Updates for all users
  • Can be overridden by viewer profiles

Basemap Gallery Control which basemaps appear in gallery:

  • Toggle visibility for each basemap
  • Reorder basemaps (drag and drop)
  • Group by type or theme

Mobile Optimization Configure basemaps for mobile devices:

  • Lower resolution for data savings
  • Simplified cartography
  • Faster loading tiles

Admin Features - System Management

Services

[IMAGE: Services page showing connected external services with health status, endpoint URLs, and authentication indicators]

The Services page manages technical integrations beyond spatial data sources, including geocoding, routing, elevation, and other GIS services.

Service Types

Geocoding Services Address-to-coordinate conversion:

  • Esri World Geocoding Service
  • Custom geocoding endpoints
  • Locator services

Geometry Services Advanced spatial operations:

  • Buffer operations
  • Projection transformations
  • Area and length calculations
  • Geometry simplification

Routing Services Network analysis:

  • Directions and turn-by-turn
  • Service area generation
  • Closest facility routing

Elevation Services Terrain data:

  • Elevation profiles
  • Slope calculation
  • Viewshed analysis

Configuring Services

[IMAGE: Service configuration form showing service type dropdown, endpoint URL, authentication section, and test connection button]

Add Service:

  1. Select service type
  2. Enter endpoint URL
  3. Configure authentication (if required)
  4. Test connection
  5. Save configuration

Authentication Methods:

  • None - Public services
  • API Key - Token-based
  • OAuth - Modern authentication
  • Basic Auth - Username/password

Service Priority For services with multiple endpoints:

  • Set primary endpoint
  • Configure fallback services
  • Enable automatic failover
  • Monitor usage statistics

Bookmarks

[IMAGE: Bookmarks management page showing bookmark cards with thumbnail previews, titles, extents, and public/private indicators]

Manage spatial bookmarks - saved map locations and extents for quick navigation.

Bookmark Types

Personal Bookmarks

  • Created by individual users
  • Private by default
  • Manage from user dashboard

Public Bookmarks

  • Created by administrators
  • Visible to all users
  • Appear in bookmark gallery

Organizational Bookmarks

  • Shared within organization
  • Multi-tenant support
  • Role-based visibility

Creating Admin Bookmarks

[IMAGE: Bookmark creation form showing name input, extent selector with map preview, and sharing options]

Step 1: Define Extent

  • Manual coordinates - Enter min/max X/Y
  • Draw on map - Interactive extent selector
  • From current view - Capture active map extent
  • Upload geometry - Import boundary file

Step 2: Configure Properties

  • Name - Descriptive bookmark title
  • Description - Context and usage notes
  • Category - Group similar bookmarks
  • Thumbnail - Preview image
  • Public visibility - Share with all users

Step 3: Set Access

  • All users - Available to everyone
  • Organization only - Multi-tenant restriction
  • Role-based - Viewer, Editor, Admin+
  • Specific users - Individual access grants

Use Cases:

  • Area of Interest - Project boundaries
  • Emergency zones - Incident response areas
  • Jurisdictions - Administrative boundaries
  • Study areas - Research or planning extents

Bulk Bookmark Operations

Import Bookmarks: Upload CSV with columns:

csv
Name,MinX,MinY,MaxX,MaxY,Description,Public
"City Center",144.95,-37.82,144.98,-37.80,"CBD area",true
"Northern Suburbs",144.90,-37.75,145.05,-37.68,"North zone",false

Export Bookmarks: Download as CSV or JSON for:

  • Backup and recovery
  • Migration between environments
  • Sharing with other organizations
  • Template creation

Search Sources

[IMAGE: Search Sources page showing configured search endpoints with type badges, priority order, and enabled status]

Configure search functionality for the mapping application including geocoding, feature search, and coordinate lookup.

Search Source Types

Geocoding Services Address and place name search:

  • Esri World Geocoding Service
  • Local address databases
  • Custom geocoding APIs
  • What3Words integration

Feature Layers Search within layer attributes:

  • Parcel IDs
  • Street addresses
  • Building names
  • Asset identifiers

Coordinate Systems Direct coordinate input:

  • Decimal degrees (lat/lon)
  • Degrees-minutes-seconds
  • Projected coordinates (MGA, UTM)
  • MGRS grid references

Configuring Search Sources

[IMAGE: Search source configuration form showing source type selector, endpoint URL, fields configuration, and result formatting options]

Geocoding Source:

javascript
{
  "type": "geocoding",
  "url": "https://geocode.example.com/findAddressCandidates",
  "placeholder": "Search for an address...",
  "maxResults": 10,
  "minCharacters": 3,
  "fields": {
    "address": "Street",
    "city": "City",
    "country": "Country"
  }
}

Feature Layer Source:

javascript
{
  "type": "feature",
  "layerId": 123,
  "searchFields": ["PARCEL_ID", "OWNER_NAME", "ADDRESS"],
  "displayField": "PARCEL_ID",
  "suggestionTemplate": "{PARCEL_ID} - {ADDRESS}",
  "maxResults": 20
}

Search Priority Order sources by relevance:

  1. Local address database (highest priority)
  2. Parcel and asset layers
  3. Global geocoding service (fallback)

Searches execute in order until results found.

Result Formatting

[IMAGE: Search result template editor showing suggestion and result display templates with field tokens]

Suggestion Template: Dropdown format during typing:

{PARCEL_ID} - {STREET_ADDRESS}

Result Template: Full result display after selection:

Parcel: {PARCEL_ID}
Address: {STREET_ADDRESS}, {SUBURB}
Owner: {OWNER_NAME}

Popup Template: Feature popup content:

html
<h3>{PARCEL_ID}</h3>
<p><strong>Address:</strong> {STREET_ADDRESS}</p>
<p><strong>Zoning:</strong> {ZONE_CODE}</p>

Users

[IMAGE: Users management page showing user table with name, email, role badges, organization, last login, and action buttons]

Manage user accounts, roles, permissions, and organizational assignments.

User Roles

System Administrator

  • Full platform control
  • Manage all users including admins
  • System configuration and settings
  • Database backup and recovery
  • Audit log access

Administrator

  • Data source management
  • Layer and category configuration
  • User management (non-admins only)
  • Audit log viewing
  • No system-level changes

Editor

  • Create and modify content
  • Upload data layers
  • Create bookmarks and geometries
  • Edit feature attributes
  • No user management

Viewer

  • Read-only access
  • View published layers
  • Create personal bookmarks
  • Export data
  • No editing capabilities

Creating Users

[IMAGE: User creation form showing email, name, role selector, organization assignment, and invitation options]

Step 1: Enter Details

  • Email - User login identifier (must be unique)
  • Full name - Display name in interface
  • Organization - Multi-tenant assignment (optional)

Step 2: Assign Role Select from role hierarchy:

  • System Admin (only System Admins can create)
  • Admin
  • Editor
  • Viewer

Step 3: Configure Access

  • Viewer profile - Default map configuration
  • Active status - Enable/disable account
  • Password reset - Force change on first login
  • Email invitation - Send welcome email

Step 4: Send Invitation Email contains:

  • Login URL
  • Temporary password (if not using SSO)
  • Getting started guide
  • Support contact information

User Management Operations

Edit User Modify user properties:

  • Update role (permission check applies)
  • Change organization
  • Update contact details
  • Assign different viewer profile
  • Set account expiration

Deactivate User Temporarily disable access:

  • User cannot login
  • Data and bookmarks preserved
  • Can be reactivated later
  • No license consumption

Delete User Permanently remove:

  • User account deleted
  • Personal data removed (GDPR compliance)
  • Option to transfer ownership of shared content
  • Audit trail remains intact

Reset Password Security operations:

  • Send password reset email
  • Generate temporary password
  • Force password change on next login
  • Invalidate existing sessions

Bulk User Operations

[IMAGE: Bulk user import interface showing CSV upload area and column mapping preview]

Import Users: Upload CSV with format:

csv
Email,Name,Role,Organization
[email protected],John Doe,Editor,Engineering
[email protected],Jane Smith,Viewer,Planning

Export Users: Download user list for:

  • Backup
  • Audit reporting
  • License management
  • Migration planning

Bulk Role Assignment: Select multiple users and:

  • Change roles en masse
  • Update organizations
  • Activate/deactivate batch
  • Send bulk notifications

Multi-Tenancy and Organizations

Organization Structure

[IMAGE: Organization hierarchy diagram showing parent organization with child departments and user assignments]

Parent Organizations:

  • Top-level entities (e.g., "City of Melbourne")
  • Own data sources and categories
  • Manage child organizations
  • Set organization-wide policies

Child Organizations:

  • Departments or divisions
  • Inherit parent resources
  • Can have isolated data
  • Separate user groups

Data Isolation:

  • Organization-specific layers
  • Private categories
  • Isolated bookmarks
  • Separate viewer profiles

Sharing Across Organizations:

  • Public layers (all organizations)
  • Shared categories (selected organizations)
  • Cross-org bookmarks (with permission)
  • Federated search (optional)

Admin Features - Configuration

Viewers

[IMAGE: Viewers page showing viewer profile cards with thumbnails, assigned layers count, published status, and default indicator]

Viewer profiles define customized map configurations for different user groups or purposes. Each viewer can have unique layers, basemaps, extent, and settings.

Viewer Concepts

What is a Viewer? A viewer is a pre-configured map interface with:

  • Selected layer subset
  • Specific basemap
  • Initial map extent
  • Custom tools and widgets
  • Predefined bookmarks
  • Scale ranges

Use Cases:

  • Public Portal - Limited layers for general public
  • Internal Staff - Full data access for employees
  • Field Workers - Mobile-optimized with offline layers
  • Executive Dashboard - Summary layers with KPI widgets
  • Emergency Response - Critical infrastructure and real-time feeds

Creating a Viewer

[IMAGE: Viewer creation wizard showing step 1 - basic properties]

Step 1: Basic Properties

  • Name - Descriptive viewer title
  • Description - Purpose and target audience
  • Organization - Multi-tenant assignment
  • Default viewer - Set as system default
  • Published - Make available to users

Step 2: Select Layers

[IMAGE: Layer selection interface with available layers on left, assigned layers on right, and search/filter controls]

Add layers to viewer:

  • Browse all available layers
  • Filter by category
  • Search by name or tag
  • Drag to reorder
  • Configure individual layer settings:
    • Default visibility
    • Opacity
    • Scale range override
    • Editable (yes/no)

Step 3: Configure Map Settings

[IMAGE: Map settings panel showing basemap selector, initial extent picker, and zoom level controls]

Basemap Selection:

  • Choose default basemap
  • Enable basemap gallery
  • Set basemap opacity

Initial Extent:

  • Manual coordinates
  • Select from bookmarks
  • Draw on map
  • Use full data extent

Zoom Constraints:

  • Minimum zoom level (e.g., Level 5 - country)
  • Maximum zoom level (e.g., Level 20 - building)
  • Prevent over-zoom on low-res data

Step 4: Enable Tools and Widgets

[IMAGE: Tools configuration panel showing toggles for search, measure, draw, legend, and other widgets]

Search Tools:

  • ☑ Enable search
  • ☑ Geocoding
  • ☑ Feature search
  • ☑ Coordinate input
  • ☐ What3Words

Analysis Tools:

  • ☑ Measurement
  • ☑ Area summary
  • ☑ Buffer analysis
  • ☐ Advanced spatial analysis
  • ☐ Geometry editing

Map Controls:

  • ☑ Zoom controls
  • ☑ Compass
  • ☑ Scale bar
  • ☑ Legend
  • ☑ Layer list
  • ☐ Print widget

Step 5: Review and Publish Preview viewer configuration:

  • Test map loading
  • Verify layer visibility
  • Check tool availability
  • Confirm extent and basemap
  • Publish when ready

Managing Viewers

Set Default Viewer Click star icon to set as system default:

  • New users see this viewer first
  • Fallback if user has no assigned viewer
  • Can be overridden per user

Clone Viewer Create copy for variations:

  • Duplicate all settings
  • Modify layer subset
  • Adjust for different user group
  • Faster than creating from scratch

Viewer Statistics

[IMAGE: Viewer statistics panel showing usage metrics, active users, and popular layers]

Monitor viewer usage:

  • Active users - How many assigned
  • Last accessed - Recent activity
  • Popular layers - Most viewed layers
  • Performance - Load time metrics

Export/Import Viewers Backup or migrate viewer configurations:

  • Export as JSON
  • Import from file
  • Transfer between environments
  • Share templates

Scales

[IMAGE: Scales management page showing scale presets with zoom levels, scale ratios, and active status]

Map scales define predefined zoom levels for consistent navigation and scale-dependent rendering.

Scale Presets

What are Map Scales? Map scales represent the relationship between map distance and real-world distance:

  • 1:1,000 - Large scale, zoomed in (1 cm = 10 meters)
  • 1:100,000 - Medium scale
  • 1:10,000,000 - Small scale, zoomed out (1 cm = 100 km)

Common Scale Presets:

1:500         - Building detail
1:1,000       - Site plans
1:5,000       - Street level
1:10,000      - Neighborhood
1:50,000      - City
1:100,000     - Region
1:500,000     - State
1:1,000,000   - Country

Managing Scales

Add Scale:

  1. Enter scale ratio (e.g., 1:5000)
  2. Add description (e.g., "Street Level")
  3. Set as active
  4. Save

Reorder Scales: Drag and drop to control zoom order:

  • Top scales = zoomed in
  • Bottom scales = zoomed out
  • Order affects scale selector widget

Active Scales: Toggle which scales appear in scale dropdown:

  • Enable commonly used scales
  • Disable uncommon scales
  • Reduce clutter in UI

Scale-Dependent Rendering Use scales for layer visibility:

  • Show detailed layers only at large scales (zoomed in)
  • Hide complex layers at small scales (performance)
  • Display labels at appropriate scales

Example Configuration:

Building Footprints:
  Min Scale: 1:10,000 (only visible when zoomed in)
  Max Scale: 1:500

City Boundaries:
  Min Scale: 1:5,000,000
  Max Scale: 1:50,000 (only visible when zoomed out)

Settings

[IMAGE: Settings page showing system configuration form with SRID selector, extent inputs, and application URLs]

System-wide settings and configuration parameters for the InsightMaps platform.

Map Configuration

Spatial Reference System (SRID)

[IMAGE: SRID configuration panel showing dropdown with WGS84, GDA2020, MGA Zone 55 options and coordinate system preview]

Choose coordinate system:

  • WKID 4326 - WGS84 - Global standard (lat/lon)
  • WKID 7844 - GDA2020 - Australian standard (replaces GDA94)
  • WKID 28355 - MGA Zone 55 - Tasmania, Victoria, NSW (projected)
  • Custom WKID - Other coordinate systems

Important:

  • SRID change requires re-projecting data
  • Affects measurement units
  • Impacts coordinate display
  • Consult GIS expert before changing

Default Extent Set initial map bounds:

Min X: 144.8
Min Y: -37.9
Max X: 145.1
Max Y: -37.7

Or select from:

  • Current map extent
  • Data extent (all layers)
  • Bookmark extent
  • Manual coordinates

Measurement Units

  • Metric - Meters, kilometers, hectares
  • Imperial - Feet, miles, acres
  • Affects measurement tools and display

Application Settings

Application URLs

[IMAGE: Application URLs configuration showing input fields for map app URL, console URL, and login URL]

Configure endpoint URLs:

  • Map Application - https://map.insightmaps.app
  • Admin Console - https://console.insightmaps.app
  • Login Portal - https://www.insightmaps.app
  • API Backend - https://api.insightmaps.app

Used for:

  • OAuth redirect URIs
  • Email template links
  • Cross-origin configuration
  • Documentation references

Session Settings

  • Session timeout - Auto-logout after inactivity (minutes)
  • Remember me duration - Keep logged in (days)
  • Token expiration - JWT validity period (hours)
  • Concurrent sessions - Allow multiple logins

Email Configuration SMTP settings for system emails:

SMTP Host: smtp.gmail.com
SMTP Port: 587
Use TLS: Yes
From Address: [email protected]
From Name: InsightMaps Platform

Email templates for:

  • User invitations
  • Password resets
  • System notifications
  • Audit alerts

Security Settings

Password Policy

[IMAGE: Password policy configuration showing complexity requirements and expiration settings]

Configure requirements:

  • Minimum length - 8 characters (recommended: 12+)
  • Complexity - Require uppercase, lowercase, numbers, symbols
  • Password history - Prevent reuse (last N passwords)
  • Expiration - Force change every N days
  • Failed login attempts - Lock account after N failures
  • Lockout duration - Minutes before unlock

CORS Configuration Allowed origins for API access:

https://www.insightmaps.app
https://map.insightmaps.app
https://console.insightmaps.app
http://localhost:4000 (development)

API Rate Limiting Prevent abuse:

  • Requests per minute - Per user/IP
  • Concurrent requests - Maximum simultaneous
  • Burst allowance - Short-term spike tolerance

Backup and Maintenance

Automated Backups Schedule regular backups:

  • Frequency - Daily, weekly, monthly
  • Retention - Keep N backups
  • Include - Database, uploaded files, configuration
  • Destination - Local storage, cloud storage (S3, Azure Blob)

Maintenance Mode Enable during upgrades:

  • Display maintenance message to users
  • Prevent new logins
  • Allow admin access
  • Schedule downtime window

Admin Features - Monitoring

Audit Logs

[IMAGE: Audit logs page showing filterable event table with timestamp, user, action type, resource, and status columns]

Comprehensive activity tracking for security, compliance, and troubleshooting.

Audit Event Types

Authentication Events

  • Login success/failure
  • Logout
  • Password reset
  • Session timeout
  • Account lockout

Data Modification Events

  • Layer created/updated/deleted
  • Category created/updated/deleted
  • Service connected/disconnected
  • Feature edited
  • Bulk operations

Permission Changes

  • User role changed
  • Access granted/revoked
  • Organization assignment
  • Viewer profile assignment

System Configuration

  • Settings modified
  • SRID changed
  • Backup created/restored
  • System restart

User Activity

  • Bookmark created/deleted
  • Layer uploaded
  • Chart generated
  • Export operation
  • Analysis performed

[IMAGE: Audit log filter panel showing date range picker, event type multi-select, user selector, and resource filter]

Filter Options:

  • Date range - From/to date picker
  • Event type - Multi-select dropdown
  • User - Select specific user or "All users"
  • Resource type - Layer, Category, User, Service
  • Status - Success, Failed, Warning
  • IP address - Filter by source IP
  • Search - Free text in event details

Saved Filters: Create reusable filter presets:

  • "Security Events" - Failed logins, permission changes
  • "Data Changes" - All modification events
  • "My Activity" - Current user actions
  • "Last 24 Hours" - Recent events

Audit Log Details

[IMAGE: Audit log detail panel showing full event information including before/after values, metadata, and related events]

Click event row to view:

  • Event ID - Unique identifier
  • Timestamp - Precise event time
  • User - Who performed action
  • IP address - Source address
  • User agent - Browser/client info
  • Action - What was done
  • Resource - What was affected
  • Before state - Previous values
  • After state - New values
  • Result - Success/failure
  • Error message - If failed

Change Diff: For modification events, view side-by-side comparison:

diff
Display Name:
- Old Layer Name
+ New Layer Name

Opacity:
- 75%
+ 100%

Category:
- Infrastructure > Roads
+ Infrastructure > Transportation

Exporting Audit Data

Export Formats:

  • CSV - Spreadsheet compatible
  • JSON - Machine readable
  • PDF - Printable report

Export Options:

[IMAGE: Audit export dialog showing format selector, date range, columns to include, and export button]

  • Date range - Specify time period
  • Columns - Select fields to include
  • Filtering - Apply current filters
  • Sorting - Maintain current sort order
  • File size limit - Maximum 100,000 events per export

Use Cases:

  • Compliance reporting
  • Security investigations
  • Usage analytics
  • Billing and chargeback
  • Troubleshooting issues

Compliance and Retention

Retention Policy Configure how long to keep audit logs:

  • Minimum retention - 90 days (recommended)
  • Maximum retention - 7 years (compliance)
  • Archive strategy - Move old logs to cold storage
  • Deletion policy - Permanent removal after retention expires

Compliance Standards:

  • GDPR - Personal data tracking
  • SOC 2 - Security event logging
  • ISO 27001 - Information security
  • HIPAA - Healthcare data access (if applicable)

Audit Reports:

[IMAGE: Audit report template showing summary statistics, top users, most common events, and compliance checklist]

Generate scheduled reports:

  • Daily summary - Key activity metrics
  • Weekly digest - Trend analysis
  • Monthly compliance - Regulatory report
  • Quarterly review - Executive summary

Report Contents:

  • Total events by type
  • Top active users
  • Failed authentication attempts
  • Data modification summary
  • Permission changes
  • System configuration changes

Backup Management

[IMAGE: Backup management page showing backup history, scheduled backups, and restore options]

Database and configuration backup and recovery operations.

Backup Types

Full Backup Complete system snapshot:

  • PostgreSQL database dump
  • User-uploaded files
  • System configuration
  • Viewer profiles
  • Category structure
  • ~Large file size
  • ~Longer duration

Incremental Backup Changes since last full backup:

  • Modified records only
  • Faster execution
  • Smaller file size
  • Requires full backup baseline

Configuration Backup Settings and structure only:

  • No feature data
  • Categories and layers metadata
  • User accounts and roles
  • Viewer configurations
  • ~Small file size
  • ~Quick backup/restore

Creating Manual Backup

[IMAGE: Manual backup creation form showing backup type selector, include options, and description field]

Step 1: Select Backup Type

  • Full backup (recommended for disaster recovery)
  • Configuration only (quick migration)

Step 2: Include Options

  • ☑ Database (required)
  • ☑ Uploaded user files
  • ☑ System configuration
  • ☑ Audit logs (optional - large)

Step 3: Enter Description

Pre-upgrade backup - v1.5.0 to v1.6.0
Created by: [email protected]
Purpose: Safe upgrade rollback point

Step 4: Execute Backup

  • Estimate duration and file size
  • Click Create Backup
  • Monitor progress bar
  • Download when complete

Download Backup:

  • File format: .pgdump (PostgreSQL) or .zip (full)
  • Store securely offsite
  • Verify file integrity (checksum)
  • Test restore in non-production

Scheduled Backups

[IMAGE: Scheduled backup configuration showing frequency selector, retention settings, and destination options]

Create Schedule:

  • Frequency - Daily (2 AM), Weekly (Sunday), Monthly (1st)
  • Backup type - Full or incremental
  • Retention - Keep last 7 daily, 4 weekly, 12 monthly
  • Destination - Local disk, S3, Azure Blob, SFTP

Backup Rotation:

Daily: Keep 7 days (Mon-Sun)
Weekly: Keep 4 weeks (rotates monthly)
Monthly: Keep 12 months (Jan-Dec)
Yearly: Keep indefinitely (archive)

Notification Settings:

  • Email on backup completion
  • Alert on backup failure
  • Slack/Teams integration
  • Summary reports

Restoring from Backup

Restore Workflow:

[IMAGE: Restore wizard showing backup selection, restore options, and confirmation dialog]

WARNING: Restoring will overwrite current data!

Step 1: Select Backup Browse backup history:

  • Date and time created
  • Backup type and size
  • Who created it
  • Backup description
  • File integrity status

Step 2: Choose Restore Scope

  • Full restore - Replace entire database
  • Partial restore - Select specific tables
    • Users
    • Categories
    • Layers
    • Services
    • Settings
  • Configuration only - Settings without data

Step 3: Confirm Restore Review what will be overwritten:

⚠️ WARNING
This will replace:
- 1,234 layers
- 56 categories
- 89 users
- All system settings

Current data will be PERMANENTLY LOST.

Create a backup before proceeding? [Yes] [No]

Step 4: Execute Restore

  • System enters maintenance mode
  • All users logged out
  • Database restore begins
  • Progress monitoring
  • Validation checks
  • System restart

Post-Restore Verification:

  • [ ] Login successful
  • [ ] Users can access system
  • [ ] Layers display correctly
  • [ ] Categories organized properly
  • [ ] Bookmarks load
  • [ ] Search functioning
  • [ ] Map renders properly

Disaster Recovery

Recovery Time Objective (RTO) Maximum acceptable downtime:

  • Critical: < 1 hour (automated restore)
  • High: < 4 hours (manual restore)
  • Medium: < 24 hours
  • Low: < 1 week

Recovery Point Objective (RPO) Maximum acceptable data loss:

  • Critical: < 15 minutes (continuous replication)
  • High: < 1 hour (hourly backups)
  • Medium: < 24 hours (daily backups)
  • Low: < 1 week (weekly backups)

Disaster Recovery Plan:

  1. Detect outage or data loss
  2. Assess impact and required RPO
  3. Access most recent valid backup
  4. Restore to production or standby environment
  5. Verify data integrity
  6. Switch users to recovered system
  7. Document incident
  8. Review and improve DR process

User Features - Personal Workspace

User Dashboard

[IMAGE: User dashboard showing personalized greeting, my bookmarks widget, my layers widget, and quick action cards]

Every user (regardless of role) has a personal dashboard for accessing their data and tools.

Dashboard Widgets

My Statistics Quick overview of personal content:

  • My Bookmarks - Total saved locations
  • My Layers - Uploaded geometries
  • Published Categories - Available data
  • Total Layers - Accessible layers

My Bookmarks Widget [IMAGE: Bookmarks widget showing list of recent bookmarks with thumbnails and quick view buttons]

Recent bookmarks (last 5):

  • Bookmark name
  • Description preview
  • Created date
  • Quick View button - Opens in map application
  • Manage All link to full bookmarks page

My Layers Widget [IMAGE: My layers widget showing uploaded geometries with geometry type icons and feature counts]

Recent personal layers (last 5):

  • Layer name
  • Geometry type icon (point/line/polygon)
  • Feature count
  • Created date
  • Quick view/edit actions
  • Manage All link

Quick Actions Three primary tools:

1. Data Explorer [IMAGE: Data Explorer action card with layers icon]

  • Browse published categories
  • Search available layers
  • View layer metadata
  • Add layers to map

2. Charts [IMAGE: Charts action card with bar chart icon]

  • Create visualizations
  • Select data layers
  • Configure chart types
  • Export graphics

3. Spatial Analysis [IMAGE: Analysis action card with compass icon]

  • Buffer operations
  • Intersect analysis
  • Area calculations
  • Geometry editing

Quick Actions

Open Map Application Direct link to mapping interface:

  • Opens in new tab
  • Auto-login via session
  • Loads default viewer
  • Preserves preferences

View Profile Access personal settings:

  • Update display name
  • Change password
  • Set email preferences
  • Configure notifications

Get Help Access documentation:

  • User guides
  • Video tutorials
  • FAQ
  • Support contact

Data Explorer

[IMAGE: Data Explorer showing category navigation tree on left, layer grid with search and filters on right]

Browse and search all published layers available to your user account.

Category Tree Left sidebar showing hierarchy:

  • Expand/collapse major categories
  • View minor categories
  • Layer count badges
  • Published status indicators

Filter Bar Refine visible layers:

  • Search - Layer name or description
  • Geometry type - Point, Line, Polygon
  • Data source - Filter by origin service
  • Date added - Recent, this week, this month, older

Layer Cards

[IMAGE: Layer card showing thumbnail preview, title, category badge, geometry type, feature count, and action buttons]

Each layer displays:

  • Thumbnail - Layer preview image
  • Name - Display title
  • Description - Brief summary (truncated)
  • Category - Major > Minor
  • Geometry - Type icon and count
  • Actions:
    • View - Open in map application
    • Info - Full metadata panel
    • Add to Map - Quick add to active map

Layer Details

[IMAGE: Layer details panel showing full metadata, field list, extent map, and data source information]

Click Info to view:

General Information:

  • Full description
  • Created/updated dates
  • Data source origin
  • Feature count
  • Geometry type

Spatial Information:

  • Coordinate system
  • Geographic extent
  • Bounding box coordinates
  • Extent preview map

Attribute Fields: Table of fields:

  • Field name (alias)
  • Data type
  • Sample values
  • Statistics (min/max/avg for numbers)

Access Information:

  • Who can view
  • Who can edit
  • Viewer assignments
  • Data usage notes

Charts

[IMAGE: Charts page showing chart builder on left with layer and field selection, chart preview on right]

Create data visualizations from layer attributes without coding.

Chart Builder

Step 1: Select Layer [IMAGE: Layer selector dropdown showing available layers with feature counts]

Choose data source:

  • Browse published layers
  • Search by name
  • Filter by category
  • View feature count

Step 2: Configure Chart

[IMAGE: Chart configuration panel showing X-axis, Y-axis, chart type selector, and aggregation options]

X-Axis (Category):

  • Select categorical field (text, date)
  • Examples: Status, Type, Region, Year

Y-Axis (Value):

  • Select numeric field
  • Aggregation function:
    • Sum - Total of all values
    • Average - Mean value
    • Count - Number of features
    • Min - Smallest value
    • Max - Largest value
    • Median - Middle value

Chart Type:

  • Bar - Compare categories
  • Line - Show trends over time
  • Pie - Show proportions
  • Doughnut - Pie with center hole
  • Scatter - X/Y relationship

Step 3: Customize Appearance

[IMAGE: Chart customization panel showing color picker, title editor, and display options]

Visual Options:

  • Title - Chart heading
  • Colors - Single or multi-color palette
  • Legend - Position and visibility
  • Grid lines - Show/hide
  • Data labels - Display values on chart
  • Axis labels - X and Y axis titles

Advanced Options:

  • Filter data - Apply WHERE clause
  • Group by - Secondary grouping field
  • Sort - Ascending, descending, custom
  • Limit - Top N values only

Step 4: Preview and Export

[IMAGE: Chart preview with export options dropdown]

Preview: Real-time chart rendering as you configure.

Export Options:

  • PNG - Raster image (web, reports)
  • SVG - Vector graphic (scaling, editing)
  • PDF - Printable document
  • CSV - Data table
  • JSON - Chart configuration

Chart Examples

Example 1: Property by Zoning Type

Layer: Property Parcels
X-Axis: Zoning_Code
Y-Axis: Count
Chart Type: Bar
Result: Horizontal bar chart showing count of properties in each zoning category

[IMAGE: Bar chart showing property counts across residential, commercial, industrial zones]

Example 2: Average Income by Suburb

Layer: Census Data
X-Axis: Suburb_Name
Y-Axis: Average(Household_Income)
Chart Type: Bar (sorted descending)
Result: Bar chart ranking suburbs by average income

Example 3: Service Requests Over Time

Layer: Service Requests
X-Axis: Request_Date (grouped by month)
Y-Axis: Count
Chart Type: Line
Result: Line graph showing request volume trend

[IMAGE: Line chart showing service request trends over 12 months with peaks and valleys]

Example 4: Land Use Distribution

Layer: Land Use Parcels
X-Axis: Land_Use_Category
Y-Axis: Sum(Area_Hectares)
Chart Type: Pie
Result: Pie chart showing proportional land use by area

[IMAGE: Pie chart with segments for residential, commercial, industrial, parks, water]


Spatial Analysis

[IMAGE: Analysis page showing analysis tool selector, input parameters form, and map preview]

Perform spatial operations and geometry analysis on layers.

Analysis Tools

Buffer Analysis Create distance zones around features:

[IMAGE: Buffer tool interface showing input layer selector, distance input, unit selector, and dissolve option]

Parameters:

  • Input layer - Features to buffer
  • Distance - Buffer radius
  • Units - Meters, kilometers, feet, miles
  • Dissolve - Merge overlapping buffers
  • Output name - Result layer name

Use Cases:

  • Emergency evacuation zones (500m around hazard)
  • Service areas (2km around facility)
  • Environmental setbacks (100m from waterway)
  • Noise impact zones (1km from highway)

Intersect Analysis Find overlapping areas between layers:

[IMAGE: Intersect tool showing two input layer selectors and intersection operation preview]

Parameters:

  • Input layer 1 - First feature set
  • Input layer 2 - Second feature set
  • Output fields - Which attributes to keep
  • Output name - Result layer name

Use Cases:

  • Properties within flood zone
  • Roads in conservation area
  • Buildings in urban growth boundary
  • Parcels affected by rezoning

Union Analysis Combine multiple feature layers:

[IMAGE: Union tool interface showing multiple input layer selector and merge options]

Parameters:

  • Input layers - Multiple layers to combine (2+)
  • Merge attributes - How to handle overlapping fields
  • Gaps allowed - Include non-overlapping areas
  • Output name - Result layer name

Use Cases:

  • Merge adjacent council boundaries
  • Combine planning zones
  • Aggregate census regions
  • Consolidate land ownership

Difference Analysis Subtract one area from another:

[IMAGE: Difference tool showing input layer, erase layer, and result preview]

Parameters:

  • Input layer - Features to keep
  • Erase layer - Features to subtract
  • Output name - Result layer name

Use Cases:

  • Buildable area (parcels minus setbacks)
  • Available land (total minus protected areas)
  • Development capacity (zone minus existing buildings)
  • Net change (new extent minus old extent)

Analysis Workflow

[IMAGE: Analysis workflow diagram showing: Select Tool → Configure Parameters → Preview on Map → Run Analysis → View Results → Export]

Step 1: Select Analysis Tool Click tool from sidebar or search.

Step 2: Configure Parameters Fill in required inputs:

  • Select input layers
  • Set numeric parameters
  • Choose output options
  • Name output layer

Step 3: Preview on Map Interactive preview showing:

  • Input layer extents
  • Expected output area (highlight)
  • Feature count estimate
  • Processing time estimate

Step 4: Run Analysis Click Execute Analysis:

  • Progress bar
  • Processing logs
  • Estimated time remaining
  • Cancel option

Step 5: View Results Result layer added to map:

  • Automatic zoom to result extent
  • Symbolized with default style
  • Attribute table available
  • Feature count and statistics

Step 6: Export Results Download analysis output:

  • Shapefile (.zip)
  • GeoJSON
  • KML (for Google Earth)
  • CSV (attributes + coordinates)
  • XLSX (Excel with geometry column)

Advanced Analysis

Spatial SQL Execute custom spatial queries:

[IMAGE: SQL query editor with syntax highlighting and spatial function autocomplete]

Example Queries:

sql
-- Find features within distance
SELECT * FROM parcels
WHERE ST_DWithin(
  geometry,
  ST_MakePoint(144.963, -37.814),
  1000
)

-- Calculate area in hectares
SELECT
  parcel_id,
  ST_Area(geometry) / 10000 AS area_hectares
FROM parcels
WHERE land_use = 'Residential'

-- Count features intersecting
SELECT
  a.suburb_name,
  COUNT(b.*) AS building_count
FROM suburbs a
LEFT JOIN buildings b ON ST_Intersects(a.geometry, b.geometry)
GROUP BY a.suburb_name

My Bookmarks

[IMAGE: My Bookmarks page showing personal bookmark list with thumbnails, search, and create button]

Manage personal saved map locations and extents.

Bookmark List

Display bookmarks in grid or list view:

  • Bookmark thumbnail preview
  • Name and description
  • Created date
  • Shared status (private/public)
  • Quick actions (View, Edit, Delete)

Sorting:

  • Name (A-Z, Z-A)
  • Created date (newest, oldest)
  • Last modified
  • Most used

Filtering:

  • Search by name/description
  • Show only shared bookmarks
  • Show only private bookmarks
  • Created date range

Creating Bookmarks

[IMAGE: Create bookmark form showing name input, extent selector with map, and sharing options]

Method 1: Manual Coordinates Enter extent bounds:

Min X: 144.95
Min Y: -37.85
Max X: 145.05
Max Y: -37.75

Method 2: Draw on Map Interactive extent selector:

  1. Click Select on Map
  2. Draw rectangle on map
  3. Adjust corners as needed
  4. Confirm extent

Method 3: Current Map View Capture active map:

  1. Navigate to desired location in map app
  2. Return to bookmarks page
  3. Click Create from Current View
  4. Extent auto-populated

Bookmark Properties:

  • Name - Required, descriptive title
  • Description - Optional, detailed notes
  • Thumbnail - Auto-generated or upload custom
  • Category - Organize bookmarks (Work, Personal, Projects)
  • Sharing - Private (default) or request admin to make public

Using Bookmarks

Open in Map Click View to:

  • Open map application in new tab
  • Auto-zoom to bookmark extent
  • Load relevant layers
  • Apply bookmark styling

Share Bookmark Send to other users:

  • Generate shareable link
  • Email bookmark directly
  • Export as JSON
  • Request admin publication (make available to all users)

Edit Bookmark Modify properties:

  • Update name/description
  • Adjust extent
  • Change thumbnail
  • Update category

Delete Bookmark Permanently remove:

  • Confirmation required
  • Cannot be undone
  • Does not affect map application

My Layers

[IMAGE: My Layers page showing uploaded geometry layers with type icons, feature counts, and management actions]

Manage personally uploaded geometry layers (sketches, imported data).

My Layers List

Display personal geometry layers:

  • Layer name
  • Geometry type (point, line, polygon)
  • Feature count
  • File size
  • Created date
  • Shared status
  • Actions (View, Edit, Export, Delete)

Layer Types:

  • Sketched geometries - Drawn in map application
  • Uploaded files - Shapefile, KML, GeoJSON
  • Imported coordinates - CSV with lat/lon

Uploading Layers

[IMAGE: Upload layer dialog showing file dropzone, format selector, and coordinate system options]

Supported Formats:

  • Shapefile - Must be .zip with .shp, .shx, .dbf, .prj
  • KML/KMZ - Google Earth format
  • GeoJSON - Web-friendly JSON
  • GPX - GPS track format
  • CSV - With latitude/longitude columns

Upload Process:

  1. Select File - Drag & drop or browse
  2. Choose Coordinate System
    • Auto-detect from file (if included)
    • WGS84 (lat/lon)
    • GDA2020
    • MGA Zone 55
  3. Configure Import
    • Layer name - Display title
    • Geometry field - For CSV (latitude, longitude columns)
    • Attribute mapping - Match CSV columns to fields
  4. Preview - Review imported features
  5. Upload - Save to personal layers

Import Validation:

  • Maximum 10,000 features per layer
  • Maximum 50 MB file size
  • Geometry validation (check for invalid shapes)
  • Coordinate system verification

Managing Personal Layers

View on Map Open in map application:

  • Layer added to active map
  • Zoom to layer extent
  • Enable editing (if editable)
  • Style with default symbology

Edit Layer [IMAGE: Edit layer interface showing feature table with inline editing and map preview]

Modify features:

  • Edit attributes - Update field values in table
  • Edit geometry - Reshape features on map
  • Add features - Digitize new features
  • Delete features - Remove selected features
  • Split features - Divide geometry
  • Merge features - Combine geometries

Export Layer Download personal layer:

  • Shapefile (.zip)
  • GeoJSON - Web-compatible
  • KML - Google Earth
  • CSV - Attributes + coordinates
  • DXF - CAD format

Share Layer Make available to others:

  • Request admin to publish (makes available to all users)
  • Generate view-only link
  • Export and send file
  • Cannot directly share to specific users (privacy)

Delete Layer Permanently remove:

  • Confirmation required
  • All features deleted
  • Cannot be undone
  • Frees up storage quota

Storage Quota

[IMAGE: Storage quota widget showing used space, remaining space, and progress bar]

Each user has storage limit:

  • Default quota - 500 MB
  • Used space - Current usage
  • Remaining - Available space
  • Quota exceeded - Cannot upload until space freed

Manage Storage:

  • Delete unused layers
  • Export and archive old data
  • Compress file formats (GeoJSON → Shapefile)
  • Request quota increase from admin

My Settings

[IMAGE: My Settings page showing profile information, password change, and notification preferences]

Personal account settings and preferences.

Profile Information

Display Name Update how your name appears:

  • Shown in audit logs
  • Appears in comments
  • Displayed in shared content
  • Visible to other users

Email Address Contact email (read-only, change via admin):

  • Login identifier
  • Password reset destination
  • System notifications
  • Audit record

Organization Current organization assignment (read-only):

  • Determines data access
  • Multi-tenant isolation
  • Cannot self-change (admin only)

Security Settings

Change Password

[IMAGE: Change password form showing current password, new password, and confirm password fields with strength indicator]

Password Requirements:

  • Minimum 8 characters (12+ recommended)
  • Must include uppercase letter
  • Must include lowercase letter
  • Must include number
  • Must include special character (!@#$%^&*)
  • Cannot be same as last 5 passwords
  • Cannot contain your name or email

Password Strength Indicator:

  • Weak - Does not meet all requirements
  • Fair - Meets minimum requirements
  • Good - 10+ characters with good mix
  • Strong - 14+ characters with excellent mix

Two-Factor Authentication (if enabled) [IMAGE: 2FA setup showing QR code and backup codes]

Enable additional security:

  1. Scan QR code with authenticator app (Google Authenticator, Authy)
  2. Enter verification code
  3. Save backup codes securely
  4. 2FA required on every login

Notification Preferences

Email Notifications

[IMAGE: Notification preferences showing toggles for different notification types]

Choose what emails to receive:

  • Layer published - New data available
  • Bookmark shared - Someone shared bookmark with you
  • Weekly digest - Summary of new content
  • System announcements - Platform updates
  • Security alerts - Unusual login activity
  • Usage reports - Monthly activity summary

In-App Notifications Real-time alerts in console:

  • ☑ Data updates
  • ☑ Analysis complete
  • ☑ Share notifications
  • ☐ Tips and tutorials

Notification Frequency:

  • Real-time - Immediate emails
  • Daily digest - Once per day summary
  • Weekly digest - Once per week summary
  • Disabled - No notifications

Application Preferences

Default Viewer Choose which map configuration loads by default:

  • Select from assigned viewers
  • Falls back to system default if none selected

Map Preferences

  • Basemap - Default background map
  • Measurement units - Metric or imperial
  • Coordinate format - Decimal degrees, DMS, MGRS

Table Preferences

  • Rows per page - 10, 25, 50, 100
  • Date format - DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD
  • Number format - 1,234.56 or 1 234,56
  • Timezone - Local or UTC

Interface Preferences

  • Theme - Light, Dark, Auto (system)
  • Language - English (AU), English (US)
  • Sidebar - Default expanded or collapsed
  • Animations - Enable or disable (accessibility)

Admin Workflows

Workflow 1: Publishing New Data Source

Scenario: Connect to a new ArcGIS REST service and publish selected layers to users.

Steps:

  1. Navigate to Data Sources

    • Click Data Sources in sidebar
    • Click Add Data Source button
  2. Configure Service Connection

    • Service Type: ArcGIS REST
    • Service URL: https://services.example.com/arcgis/rest/services/Infrastructure/MapServer
    • Authentication: None (or enter credentials if required)
    • Click Test Connection
    • ✓ Connection successful
  3. Discover Layers

    • Click Discover Layers
    • Review available layers:
      • Layer 0: Roads (Line, 15,234 features)
      • Layer 1: Buildings (Polygon, 45,678 features)
      • Layer 2: Utilities (Point, 3,456 features)
    • Select layers to import: ☑ Roads, ☑ Buildings
    • Click Import Selected
  4. Configure Layer Settings

    • Roads Layer:
      • Display Name: "Major Roads"
      • Default Visibility: Yes
      • Opacity: 100%
      • Min Scale: 1:100,000
      • Max Scale: 1:500
    • Buildings Layer:
      • Display Name: "Building Footprints"
      • Default Visibility: No
      • Opacity: 75%
      • Min Scale: 1:10,000
      • Max Scale: 1:500
  5. Assign to Categories

    • Roads → Infrastructure > Transportation
    • Buildings → Infrastructure > Buildings
    • Verify category is published
  6. Configure Field Visibility

    • Roads layer:
      • Hide: OBJECTID, SHAPE_Length
      • Rename: ROAD_NAME → "Road Name", ROAD_CLASS → "Classification"
    • Buildings layer:
      • Hide: OBJECTID, SHAPE_Area
      • Rename: BUILDING_TYPE → "Type", YEAR_BUILT → "Year Constructed"
  7. Publish Layers

    • Select both layers
    • Click Publish Selected
    • ✓ Layers now visible to users
  8. Test in Map Application

    • Open map application
    • Navigate to Infrastructure > Transportation
    • Verify "Major Roads" layer loads correctly
    • Check popup shows correct fields with aliases
    • Navigate to Infrastructure > Buildings
    • Verify "Building Footprints" layer displays correctly
  9. Review Audit Log

    • Navigate to Audit Logs
    • Filter: Event Type = "Data Source Created", "Layer Published"
    • Verify entries created for this workflow

Duration: ~15-20 minutes Roles Required: Admin or System Admin


Workflow 2: User Onboarding and Access Setup

Scenario: New employee joining organization needs access with Editor role.

Steps:

  1. Create User Account

    • Navigate to Users
    • Click Add User
    • Enter details:
      • Email: [email protected]
      • Full Name: Jane Doe
      • Role: Editor
      • Organization: Engineering Department
      • Viewer Profile: Internal Staff
      • Active: Yes
    • Click Send Invitation
  2. Configure Viewer Profile (if not exists)

    • Navigate to Viewers
    • Click Add Viewer (if "Internal Staff" doesn't exist)
    • Name: Internal Staff
    • Description: Full access viewer for internal employees
    • Add Layers:
      • Select all published layers
      • Set appropriate default visibility
    • Enable Tools:
      • ☑ Search, Measurement, Analysis, Editing, Print
    • Publish: Yes
    • Set as Default: No (keep Public as default)
  3. User Receives Invitation

    • Jane receives email:
      Subject: Welcome to InsightMaps Platform
      
      Hi Jane Doe,
      
      Your account has been created for InsightMaps.
      
      Login URL: https://console.insightmaps.app
      Email: [email protected]
      Temporary Password: [secure random password]
      
      You must reset your password on first login.
      
      Role: Editor
      Viewer: Internal Staff
      
      Questions? Contact [email protected]
  4. First Login

    • Jane navigates to console URL
    • Enters email and temporary password
    • Prompted to Change Password
    • Sets new password meeting requirements
    • Password strength: Strong ✓
    • Clicks Save Password
  5. Onboarding Tour

    • Dashboard loads with onboarding tour overlay
    • Tour highlights:
      • Navigation sidebar
      • Data Explorer
      • My Bookmarks
      • My Layers
      • Charts and Analysis
      • Help resources
    • Jane completes tour (or skips)
  6. Explore Data

    • Jane navigates to Data Explorer
    • Sees published categories assigned to Internal Staff viewer
    • Opens Map Application
    • Map loads with Internal Staff viewer configuration
    • All expected layers available
  7. Test Editor Permissions

    • Jane attempts to:
      • ✓ Upload personal layer - Success
      • ✓ Create bookmark - Success
      • ✓ Create chart - Success
      • ✗ Access Users page - Redirected (admin only)
      • ✗ Delete published layer - No delete button (admin only)
  8. Admin Verification

    • Admin navigates to Audit Logs
    • Filters by User = [email protected]
    • Reviews events:
      • User created
      • Invitation sent
      • First login
      • Password changed
      • Viewer assigned
      • Layer uploaded

Duration: ~10 minutes (admin), ~15 minutes (user setup) Roles Required: Admin or System Admin


Workflow 3: Category Reorganization

Scenario: Restructure category hierarchy to improve user navigation.

Steps:

  1. Export Current Structure

    • Navigate to Categories
    • Click Export button
    • Download as CSV
    • Save as backup: categories-backup-2024-02-09.csv
  2. Plan New Structure Current (problematic):

    - Data (too generic)
      - Roads
      - Buildings
      - Utilities
    - Misc (unclear)
      - Parks
      - Waterways

    Desired structure:

    - Infrastructure
      - Transportation
      - Buildings & Structures
      - Utilities & Services
    - Environment
      - Natural Features
      - Parks & Recreation
  3. Create New Major Categories

    • Click Add Major Category
    • Create "Infrastructure":
      • Name: Infrastructure
      • Description: Built environment including transportation, buildings, and utilities
      • Order: 1
      • Icon: Building
      • Published: Yes
    • Create "Environment":
      • Name: Environment
      • Description: Natural features, parks, and conservation areas
      • Order: 2
      • Icon: Tree
      • Published: Yes
  4. Create New Minor Categories Under Infrastructure:

    • Transportation (Order 1)
    • Buildings & Structures (Order 2)
    • Utilities & Services (Order 3)

    Under Environment:

    • Natural Features (Order 1)
    • Parks & Recreation (Order 2)
  5. Reassign Layers

    • Navigate to Layers
    • Filter by Category = "Data"
    • Select "Roads" layer
    • Assign Category: Infrastructure > Transportation
    • Select "Buildings" layer
    • Assign Category: Infrastructure > Buildings & Structures
    • Select "Utilities" layer
    • Assign Category: Infrastructure > Utilities & Services
    • Filter by Category = "Misc"
    • Select "Parks" layer
    • Assign Category: Environment > Parks & Recreation
    • Select "Waterways" layer
    • Assign Category: Environment > Natural Features
  6. Verify Assignments

    • Navigate to Categories
    • Expand Infrastructure:
      • Transportation (1 layer)
      • Buildings & Structures (1 layer)
      • Utilities & Services (1 layer)
    • Expand Environment:
      • Natural Features (1 layer)
      • Parks & Recreation (1 layer)
  7. Unpublish Old Categories

    • Select "Data" major category
    • Click Unpublish
    • Select "Misc" major category
    • Click Unpublish
    • Confirm categories hidden from users
  8. Test in Map Application

    • Open map application
    • Verify new category structure appears
    • Infrastructure > Transportation shows Roads
    • Infrastructure > Buildings & Structures shows Buildings
    • Environment > Parks & Recreation shows Parks
    • Old "Data" and "Misc" categories not visible
  9. Delete Old Categories (Optional)

    • Wait 1-2 weeks to ensure no issues
    • Navigate to Categories
    • Filter: Published = No
    • Select "Data" and "Misc"
    • Click Delete Selected
    • Confirm deletion (cannot be undone)
  10. Update Documentation

    • Update internal wiki with new category structure
    • Notify users via email of reorganization
    • Update training materials

Duration: ~30-45 minutes Roles Required: Admin or System Admin


Workflow 4: Security Incident Response

Scenario: Detect suspicious activity and respond appropriately.

Steps:

  1. Alert Detection

    • Automated email alert received:
      Subject: [SECURITY ALERT] Multiple Failed Login Attempts
      
      User: [email protected]
      Failed attempts: 15
      Time range: 2024-02-09 14:23:45 - 14:27:12
      Source IP: 203.45.67.89 (Sydney, AU)
      Action: Account locked automatically
  2. Investigate Audit Logs

    • Navigate to Audit Logs
    • Filter:
    • Review entries:
      14:23:45 - Login failed - Invalid password - IP: 203.45.67.89
      14:24:12 - Login failed - Invalid password - IP: 203.45.67.89
      14:24:38 - Login failed - Invalid password - IP: 203.45.67.89
      ... (12 more entries)
      14:27:12 - Account locked - Too many failed attempts
  3. Check User Account

    • Navigate to Users
    • Search for: [email protected]
    • User details:
      • Name: John External
      • Role: Viewer
      • Organization: Public Access
      • Status: Locked (automatic)
      • Last Successful Login: 2024-02-08 09:15:32
      • Last Failed Login: 2024-02-09 14:27:12
  4. Analyze Threat

    • Compare IPs:
      • Last successful login: 10.0.1.45 (Internal network - office)
      • Failed attempts: 203.45.67.89 (External - Sydney)
    • Assessment: Likely brute force attack from external source
    • Risk Level: Medium (Viewer role - limited access)
  5. Contact User

    • Email John External:
      Subject: Security Notice - Account Locked
      
      Hi John,
      
      We detected 15 failed login attempts on your account from an unfamiliar IP address (203.45.67.89) in Sydney.
      
      Your account has been locked for security.
      
      Did you attempt to login from this location?
      
      If YES:
      - Reply to confirm
      - We will unlock your account and assist with password reset
      
      If NO:
      - Your password may be compromised
      - We will reset your password immediately
      - Enable two-factor authentication (recommended)
      
      Please respond ASAP.
      
      Security Team
  6. User Response Received

    • John replies:
      No, I was not in Sydney and did not attempt to login.
      I use the same password on several sites - one may have been breached.
      Please reset my password.
  7. Reset Password (Admin Action)

    • Navigate to Users
    • Select John External
    • Click Reset Password
    • Select:
      • ☑ Generate temporary password
      • ☑ Force change on next login
      • ☑ Send email to user
      • ☑ Invalidate all existing sessions
    • Click Reset
    • Email sent to John with temporary password
  8. Block Malicious IP (if pattern continues)

    • Navigate to Settings > Security
    • Go to IP Blacklist
    • Add IP: 203.45.67.89
    • Reason: "Brute force attack attempt 2024-02-09"
    • Duration: Permanent
    • Click Block IP
  9. Enable 2FA for User (Recommended)

    • Contact John:
      Hi John,
      
      Your password has been reset. You should have received a temporary password.
      
      IMPORTANT: Please enable Two-Factor Authentication (2FA) to secure your account:
      1. Login with temporary password
      2. Go to My Settings > Security
      3. Click "Enable 2FA"
      4. Scan QR code with Google Authenticator or Authy app
      5. Save backup codes in a secure location
      
      2FA adds an extra layer of security beyond just a password.
      
      Questions? Let us know.
  10. Document Incident

    • Create incident report:
      SECURITY INCIDENT REPORT
      Date: 2024-02-09
      Incident ID: SEC-2024-021
      
      Summary:
      Brute force login attempt on user account [email protected]
      
      Details:
      - 15 failed login attempts from IP 203.45.67.89
      - User confirmed not authorized
      - Account locked automatically (threshold: 5 failed attempts)
      - Password reset performed
      - User notified and 2FA recommended
      - IP address blacklisted
      
      Impact:
      - No unauthorized access achieved
      - Account locked prevented breach
      - User credentials likely compromised from third-party source
      
      Actions Taken:
      - Account locked (automatic)
      - Password reset (admin)
      - IP blocked (admin)
      - User educated on password reuse risk
      - 2FA recommended
      
      Follow-up:
      - Monitor for additional attempts from other IPs
      - Review password policy (consider requiring 2FA for all users)
      - Conduct security awareness training
      
      Status: RESOLVED
      Reported by: System Admin
  11. Export Audit Evidence

    • Navigate to Audit Logs
    • Apply same filters from investigation
    • Click Export
    • Format: PDF
    • Include: All columns
    • Save as: incident-SEC-2024-021-audit-logs.pdf
    • Archive securely for compliance

Duration: ~45-60 minutes Roles Required: System Admin Critical: Time-sensitive - respond within 1 hour of alert


Best Practices

Data Management

Service Organization

  • ✓ Use descriptive service names reflecting data source
  • ✓ Document service authentication credentials securely
  • ✓ Test service connections regularly (weekly/monthly)
  • ✓ Monitor service uptime and performance
  • ✗ Don't connect to untrusted or unauthenticated services without security review

Category Structure

  • ✓ Keep hierarchy shallow (max 2 levels)
  • ✓ Use user-friendly, non-technical names
  • ✓ Group related data logically by theme or workflow
  • ✓ Publish categories incrementally to test user reception
  • ✗ Don't create overly granular categories (confuses users)
  • ✗ Don't use abbreviations or acronyms without explanation

Layer Configuration

  • ✓ Set appropriate scale ranges to optimize performance
  • ✓ Use definition queries to filter large datasets
  • ✓ Configure field aliases to make attributes user-friendly
  • ✓ Hide technical fields (OBJECTID, Shape_Length, etc.)
  • ✓ Test layer rendering at multiple zoom levels
  • ✗ Don't enable all layers by default (overwhelms users)
  • ✗ Don't publish layers without testing in map application first

User Administration

Role Assignment

  • ✓ Follow principle of least privilege (minimum role needed)
  • ✓ Review user roles quarterly
  • ✓ Document why users have elevated permissions
  • ✓ Use Viewer role for read-only users
  • ✓ Reserve System Admin for infrastructure team only
  • ✗ Don't grant Admin role casually
  • ✗ Don't create shared accounts (1 user = 1 account)

Password Security

  • ✓ Enforce strong password requirements (12+ characters)
  • ✓ Enable account lockout after failed attempts
  • ✓ Require password changes every 90 days (or enable 2FA instead)
  • ✓ Implement 2FA for admins (mandatory)
  • ✓ Monitor failed login attempts
  • ✗ Don't allow password reuse (enforce password history)
  • ✗ Don't use default passwords
  • ✗ Don't share passwords via email or messaging

User Onboarding

  • ✓ Send personalized welcome emails
  • ✓ Provide quick-start guide or video tutorial
  • ✓ Assign appropriate viewer profile on account creation
  • ✓ Schedule follow-up check-in after 1 week
  • ✓ Enable onboarding tour for new users
  • ✗ Don't create accounts without notifying user
  • ✗ Don't grant access without proper authorization

Security and Compliance

Audit Logging

  • ✓ Review audit logs weekly (minimum)
  • ✓ Set up automated alerts for critical events
  • ✓ Export audit data monthly for archival
  • ✓ Monitor failed authentication attempts
  • ✓ Track permission changes and data modifications
  • ✗ Don't ignore audit log warnings
  • ✗ Don't delete audit records prematurely

Backup Strategy

  • ✓ Perform daily automated backups
  • ✓ Test backup restoration quarterly
  • ✓ Store backups in separate physical location
  • ✓ Encrypt backup files
  • ✓ Document backup and restore procedures
  • ✗ Don't rely on a single backup
  • ✗ Don't store backups in same location as primary database

Access Control

  • ✓ Use role-based access control (RBAC)
  • ✓ Review user access permissions quarterly
  • ✓ Deactivate accounts promptly when users leave
  • ✓ Implement IP whitelisting for admin access (optional)
  • ✓ Use multi-factor authentication for privileged accounts
  • ✗ Don't allow anonymous access to admin console
  • ✗ Don't share admin credentials

Performance Optimization

Layer Management

  • ✓ Use scale-dependent visibility for detailed layers
  • ✓ Apply definition queries to reduce data transfer
  • ✓ Enable caching for static layers
  • ✓ Simplify geometry for display (preserve original for analysis)
  • ✓ Use tiled services for basemaps
  • ✗ Don't load all layers simultaneously
  • ✗ Don't display high-resolution imagery at small scales

Service Configuration

  • ✓ Enable GZIP compression on service endpoints
  • ✓ Configure appropriate timeout values
  • ✓ Use CDN for tile services (if available)
  • ✓ Monitor service response times
  • ✓ Implement caching strategies
  • ✗ Don't make synchronous requests for large datasets
  • ✗ Don't bypass service metadata caching

Database Maintenance

  • ✓ Run VACUUM and ANALYZE regularly (PostgreSQL)
  • ✓ Monitor database size and growth
  • ✓ Archive old audit log records
  • ✓ Rebuild spatial indexes periodically
  • ✓ Monitor slow query logs
  • ✗ Don't ignore database performance warnings
  • ✗ Don't run analytics queries on production database during peak hours

Tips and Troubleshooting

Common Issues

Service Connection Failures

Problem: "Connection timeout" when adding data source

Solutions:

  1. Verify service URL is correct and accessible:
    Test in browser: https://services.example.com/arcgis/rest/services/
    Should return JSON or HTML service directory
  2. Check firewall rules allow outbound HTTPS on port 443
  3. Verify SSL certificate is valid (not expired or self-signed)
  4. Test from different network (mobile hotspot) to rule out local network issues
  5. Contact service provider to confirm endpoint is online

Layer Not Displaying in Map Application

Problem: Published layer doesn't appear in map application category tree

Checklist:

  • [ ] Is the layer published? (Status = Published in Layers page)
  • [ ] Is the layer assigned to a category?
  • [ ] Is the category published? (Status = Published in Categories page)
  • [ ] Does the viewer profile include this layer? (Check Viewers page)
  • [ ] Is the layer within scale range? (Zoom to appropriate level)
  • [ ] Is the layer visible by default? (Check layer configuration)
  • [ ] Clear browser cache and refresh map application

Debug Steps:

  1. Navigate to Layers page
  2. Search for missing layer
  3. Verify Published toggle is ON
  4. Check Category assignment
  5. Navigate to Categories page
  6. Find category and verify Published toggle is ON
  7. Navigate to Viewers page
  8. Open viewer configuration
  9. Verify layer is in assigned layers list
  10. Open map application and test

User Cannot Login

Problem: User reports "Invalid credentials" despite correct password

Solutions:

Account Locked:

  1. Navigate to Users page
  2. Search for user
  3. Check Status column
  4. If "Locked", click user row → Unlock Account
  5. Optionally reset password
  6. Notify user

Account Deactivated:

  1. Check Active status
  2. If inactive, click Activate
  3. Confirm activation
  4. User can now login

Wrong Password:

  1. Click user row → Reset Password
  2. Generate temporary password
  3. Send to user via email
  4. Instruct user to change on first login

Browser Issues:

  1. Clear browser cache and cookies
  2. Try incognito/private browsing mode
  3. Test different browser
  4. Disable browser extensions

Session Cookie Issues:

  1. Ensure browser allows third-party cookies
  2. Check browser cookie settings
  3. Add console domain to allowed list
  4. Test without VPN (if applicable)

Slow Dashboard Loading

Problem: Admin dashboard takes 30+ seconds to load

Causes and Solutions:

Too Many Services:

  • Limit concurrent service health checks
  • Navigate to Settings > Performance
  • Reduce Service Check Interval to 5 minutes (instead of real-time)

Large Audit Log Table:

  • Archive old audit records
  • Navigate to Audit Logs
  • Export logs older than 90 days
  • Delete archived records to reduce table size

Network Latency:

  • Check server response time (browser DevTools → Network tab)
  • If API response > 2 seconds, investigate server resources
  • Monitor PostgreSQL slow query log
  • Consider database indexing optimization

Browser Performance:

  • Clear browser cache
  • Disable unnecessary browser extensions
  • Update to latest browser version
  • Reduce open tabs

Export Fails for Large Datasets

Problem: "Request timeout" when exporting 50,000+ features

Solutions:

Increase Timeout:

  1. Navigate to Settings > Advanced
  2. Increase Export Timeout to 300 seconds (5 minutes)
  3. Save changes

Use Definition Query:

  1. Navigate to Layers
  2. Edit layer configuration
  3. Apply Definition Query to reduce feature count
  4. Example: STATUS = 'Active' AND UPDATED > '2024-01-01'
  5. Attempt export again

Export in Batches:

  1. Use spatial extent to export regions separately
  2. Or use attribute filter: ID BETWEEN 1 AND 10000
  3. Combine exports after download

Alternative Format:

  1. Try different export format
  2. GeoJSON may be faster than Shapefile
  3. CSV (attributes only) fastest for large datasets

Performance Tips

Optimize Category Structure

  • Limit categories to 20 major categories maximum
  • Each major category should have 3-7 minor categories
  • More than 10 minor categories = consider reorganization

Layer Display Order

  • Important layers at top of category (users see first)
  • Rarely used layers at bottom
  • Use alphabetical order within category for consistency

Search Configuration

  • Limit search sources to 5 maximum
  • Order by relevance (local database first, external geocoding last)
  • Set minimum character threshold (3+ characters) to reduce queries

Viewer Profiles

  • Create task-specific viewers (not "one size fits all")
  • Limit layers per viewer to 50 maximum (performance)
  • Use default visibility strategically (only 5-10 layers visible on load)

Image Thumbnails

  • Generate thumbnails at 200x150px maximum
  • Use compressed JPEG (not PNG for photos)
  • Limit thumbnail file size to 50KB

Keyboard Shortcuts

Console Navigation:

  • Ctrl/Cmd + K - Quick command palette
  • Ctrl/Cmd + / - Search layers, categories, users
  • Ctrl/Cmd + B - Toggle sidebar
  • Ctrl/Cmd + , - Open settings

Table Operations:

  • Ctrl/Cmd + A - Select all visible rows
  • Ctrl/Cmd + Click - Multi-select rows
  • Shift + Click - Range select rows
  • Delete - Delete selected items (with confirmation)
  • Enter - Open/edit selected item

Forms and Dialogs:

  • Ctrl/Cmd + Enter - Submit form
  • Esc - Close dialog/cancel operation
  • Tab - Next field
  • Shift + Tab - Previous field

Data Table:

  • ↑ ↓ - Navigate rows
  • ← → - Navigate columns
  • Home - First row
  • End - Last row
  • Page Up/Down - Scroll page

Summary

The InsightMaps Admin Console provides comprehensive management and configuration capabilities for your GIS platform. Key takeaways:

For Administrators:

  • Centralized control over data sources, categories, layers, and users
  • Powerful tools for service discovery and metadata management
  • Role-based access control with four permission levels
  • Comprehensive audit logging for security and compliance
  • Viewer profiles for customized map configurations
  • Scheduled backups and disaster recovery capabilities

For Users:

  • Personal workspace with bookmarks and custom layers
  • Data exploration and discovery tools
  • Chart creation and spatial analysis capabilities
  • Secure personal data storage
  • Intuitive interface with progressive disclosure

Best Practices:

  • Follow principle of least privilege for role assignments
  • Maintain organized category structure for user navigation
  • Monitor audit logs regularly for security
  • Perform regular backups with tested restore procedures
  • Optimize layer configuration for performance
  • Document administrative procedures and workflows

Getting Help:

Start with the Quick Start guides above, explore the interface, and refer to specific feature sections as needed. The console is designed to be intuitive while providing advanced capabilities when required.