Configure categories in the Categories view

Available for an ArcGIS organization licensed with the Indoors extension.

The Configure Indoors Categories pane allows you to interactively create and manage ArcGIS Indoors categories and organize them into groups. You can create a catalog of indoor information for use in Indoors apps.

Categories contain descriptive information about point and polygon features, such as fire extinguishers, bike racks, work orders, events, elevators, or conference rooms. These categories are configured to appear as icons in the Explore panel of Indoor Viewer and Indoors mobile apps. Configuring a category also provides additional capabilities such as search, directions, and My Places for those features.

Categories and groups configured in the Configure Indoors Categories pane persist in the map files and are saved with the ArcGIS Pro project. You can share these maps inside and outside your organization. These maps can be shared as web and mobile maps to your organization for use with Indoors apps.

Learn more about categories and category groups

The Categories view can be used to create and manage Indoors categories and category groups associated with the active map. It shows a hierarchical view of the category groups and categories to manage and arrange them.

Categories view

LabelDescription

1

Stand-alone category

2

Category group

3

Categories

You can preview changes made in the Categories view in the Explore view of the Configure Indoors Categories pane before sharing the map to see how the categories will appear in Indoor Viewer and Indoors mobile apps.

The active map retains the category configuration. If you change the map view, the existing category configuration loads in the Configure Indoors Categories pane for the new active map.

Tip:

Save your changes often. The active session retains the category configuration, but closing the project without saving it results in loss of the configuration.

Note:

It's recommended that you delete any preconfigured categories not intended for use in your Indoors map from the default categories provided. Failing to remove unnecessary categories or category groups results in empty categories in Viewer and Indoors mobile apps when using the Explore panel.

Access the Categories view

Complete the following steps to open the Categories view in the Configure Indoors Categories pane:

  1. Click the View tab.
  2. In the Windows group, click the Indoors drop-down arrow and click Configure Indoors Categories Configure Indoors Categories.

    The Configure Indoors Categories pane appears, where you can configure or manage categories. The default view is the Categories view.

Create a category

You can create a category by clicking the Create Indoors Category button on the Categories view tab in the Configure Indoors Categories pane. This opens the Create Indoors Category wizard, which is a guided workflow on how to create a category for your organization’s points and areas of interest. You can optionally create default categories from a map layer using the Create Default Indoors Categories wizard. Once a category is created, it appears in the Categories view based on the category group chosen during creation and can be reorganized as needed. If the Category Group is set to None a standalone category is created.

Create a category group

A category group is a broad category of similar points and areas of interest that are useful to your organization. It's a collection of categories that are grouped for ease of browsing.

You can create a category group in the Categories view by doing any of the following:

  • Click the Create Category Group button Create Category Group.
    Note:

    Indoors does not support nested category groups.

  • Right-click Categories at the top of the list and click Create Category Group.
  • Choose two or more categories, right-click and click Group.

New groups appear in the Categories and Explore views at the end of the list with the default name New Category Group and should be renamed.

The groups also appear in the Define pane of the Create Indoors Category and Create Default Indoors Categories wizards in the Category Group drop-down list used to associate categories.

Tip:

Plan the structure of category groups so that each group only contains categories from a single map layer. Including categories from multiple map layers in a single category group can impact the performance and experience of the search and explore functionality of the Indoors apps.

Repair a category layer link

Categories can be derived from a feature class layer in the ArcGIS Indoors Information Model or from feature web layers shared with your ArcGIS organization from other business systems. They can represent work orders, assets, or other points or areas of interest in your organization. ArcGIS Pro searches for the layer referenced by each category in the map. When a layer is removed, the layer link to the category is broken, which is indicated with a red exclamation point.

A broken category layer link must be repaired if the referenced layer is inaccessible or removed. The exclamation point disappears once the referenced layer is restored. You can also undo the action that removed the layer to add it back to the map and repair the category layer link.

If the source layer is not available, you can leave the broken category as is and continue to configure the rest of the categories and share the map. The category continues to appear as broken in the Configure Indoors Categories pane but is not included when you share the map to your ArcGIS organization. If the broken category isn’t needed, you can remove it from the map.

  1. Click the Repair Broken Data Source button Repair Broken Data Source.

    The Repair Disconnected Category dialog box appears.

  2. From the list of available map layers, choose the layer with which you want to associate the category.
    Note:
    • When you repair one category, all other categories associated with the original layer are repaired automatically.
    • When repairing the layer association for an existing category, you must ensure that the new layer's schema matches that of the original layer to prevent errors in the category configurations.

Organize categories

Categories define how users interact with point and polygon data in Indoor Viewer and Indoors mobile apps. Changes made to the categories in the Categories view can be previewed in the Explore view of the Configure Indoors Categories pane.

Change the category order

You can arrange categories or category groups in the Configure Indoors Categories pane in the order you want them to display in the Explore panel of the Indoors apps.

Categories can be placed in a group during creation using the Create Indoors Category or Create Default Indoors Categories wizards, or in the Configure Indoors Categories pane after creating them. You can also move a category from one group to another in the Categories view. Removing a category from a group removes its association with that group and it becomes a stand-alone category if it isn’t placed in a group. Changing the order of the category group moves all the associated categories in the group. You can also reorganize categories in a group to change their listed order.

  1. In the Categories view, choose the category you want to add to a group or reorder in the list, or choose a category group to reorder.
    Tip:

    To choose multiple items, press Shift or Ctrl while clicking categories.

  2. Drag the chosen category, or group, in the Categories tree view to reorder.

    The pane indicates where the item will be placed as it’s dragged.

    Drag the category directly into a category group to add it to that group or drag the category out of the group to make it a stand-alone category. You can also drag the category from one category group to another to change its group association.

    Note:

    Both categories and groups can be chosen at the same time, but if both are chosen, the option to drag is unavailable. Nested category groups are not supported, and only categories can be moved into a group.

Rename a category or group

A category name is set when you create a category using the Create Indoors Category or Create Default Indoors Categories wizard. You can also change a category or category group name in the Categories view.

New category groups are given a default name. You can rename them to something that represents the collection of categories. This simplifies browsing the Indoors categories catalog in Indoors apps for your organization.

Use the following steps to rename categories or category groups:

  1. Double-click the category or category group in the Categories view.
    Tip:
    You can also right-click the category or category group name and click Rename or choose an item and press the F2 key to rename it.
  2. Type the new name and press Enter.
    Note:

    The category and category group name must be unique to avoid conflict with an existing category.

Copy a category

You can create a category by copying an existing category. All the properties of the original category are set to the newly copied category and can be modified as needed.

Note:

Only a single category can be copied at a time. Category groups can’t be copied.

  1. Right-click a category and click Copy.

    A copy of the category is created in the Categories view list depending on the association of the original category with a category group.

  2. Rename the category and move it as necessary.

Remove a category or group

Any category or category group you add to the Categories view can be removed from the map configuration by right-clicking a category and clicking Remove.

Tip:
  • To choose multiple categories, press Shift or Ctrl while clicking categories.
  • Removing a category group removes all categories associated with that group.

Edit categories

Category properties are set when you create or copy a category, but you can change them. You can edit these properties by right-clicking a category and clicking the property to edit.