Upgrade to the NEW Phase 1 Habitat Survey template for Sweet

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In 2019 we released a Phase 1 Habitat Survey (P1HS) template for Sweet. We’ve now released the latest update with lots of new features, which you can find more about here.

If you’ve been using the original P1HS template you will need to move to this latest release and transfer your data over to the new data schema. This is because the updated template comes with a few data schema changes that allow this template to work.

Here are step by step instructions to help you upgrade.

Step 1: Get access to the latest version of Sweet and the new template.

First, you will need to log into the latest version of Sweet for ArcGIS. Here is a link to the latest version if you don’t already have it. Then, once you’re on the home page, follow the steps below:

1. Select Create a new app

2. Then select Create using a template

3. Select the Phase 1 Template that’s listed*

4. When it asks whether you want to use existing data in your portal, select No

5. Finish naming and creating your new template.

*If you do not see the new Phase 1 Habitat Survey template listed, please contact Technical Support.

Step 2: Open ArcGIS Pro, and add in the feature services from your old and new P1H Surveys.

Now open up a new ArcGIS Pro project. Once your project has been created, ensure you’re logged into the same ArcGIS Online account as where your data is stored. Access your Catalog and choose your Portal to search for data. From there you will be able to access both the older template dataset, and the empty data schema of the new template.

PortalCircleImage.png

Both services you will add into Pro will look similar to <dataset_name>_WFL1/2/3. Both templates create multiple layers, so you may need to add a couple of the services in to find the right layers to copy to.

Step 3: Copy the data over from the Original P1HS to the new P1HS.

Once both datasets are in ArcGIS Pro, you will now be able to copy the data over.*

Search for the Append tool. Once you have accessed it, input the original Phase 1 schema into the Input Dataset, and add the new empty data schema into the Target Dataset. The important step is to ensure your schema type is selected on the Field Map option (see image below). Then you can go through each field and ensure the source data matches the output field correctly.

*This next step would need to be applied to each layer separately

AppendTool.png

Once the tool has run, your data from previous Phase 1 surveys should have been copied into the new data schema, and you can continue creating and editing surveys, all from the new template. See the images below as an example.

AttributeTableOverview.png

If you have any problems with this process, or you find issues after the data migration, please contact Technical Support.