Update Occupant Features (Indoors)

Available for an ArcGIS organization licensed with the Indoors extension.

Summary

Updates the Occupants feature class that conforms to the ArcGIS Indoors Information Model.

This tool updates the Occupants feature class created using the Create Indoors Database tool. Updating occupant features may be necessary when new occupants need to be added, existing occupants need to be deleted, or existing occupant information needs to be modified based on changes to seating assignments or floor plans. The updated Occupants feature class can be used to support indoor analysis and functionality—such as searching, routing, and workspace reservations in Indoor Viewer and Indoors Mobile, and space planning in Indoor Space Planner.

Usage

• The Target Occupant Features parameter value must be a feature layer, feature class, or feature service to which the tool will add, update, or delete occupant records that must conform to the Occupants feature class in the Indoors model.

• The Input Unit Features parameter value must be a feature layer, feature class, or feature service that conforms to the Units feature class in the Indoors model.

• The Input Occupant Table parameter value must be a geodatabase table, a sheet in a Microsoft Excel workbook (.xls or .xlsx file), a comma-delimited text file (.csv), or an OLE DB table.

• The input occupant table must include the KNOWNAS and EMAIL fields. You can optionally include the following fields to enhance the Space Planner app experience or any additional fields that include the information you want to be populated and maintained in the Occupants feature class: ORG_LEVEL_1, ORG_LEVEL_2, JOB_TITLE, START_DATE, and SITE_ID.

  You can store multiple assignments for occupants in multiple columns in the input occupant table. The following is an example of an assignment with multiple columns:

  

  The table below lists the required and optional fields for the input occupant table.

  Note:

  The SITE_ID field will only be populated if you map the SITE_ID field in the field mapping control of the tool. If this field is not mapped, the Occupant SITE_ID field value will remain NULL.

  Field	Description	Is nullable
  KNOWNAS	The first and last name most likely to be used when searching for an occupant.	No
  EMAIL	The occupant's email address.	No
  ORG_LEVEL_1	The first level of the organization.	Yes
  ORG_LEVEL_2	The second level of the organization.	Yes
  JOB_TITLE	The occupant's job title.	Yes
  START_DATE	The occupant's start date.	Yes
  SITE_ID	The occupant's associated site. Values in this field must match those in the SITE_ID field in the Sites feature class from the Indoors model.	Yes

  Learn more about loading occupant data

• The tool supports loading occupants that are not assigned to a space. If the field identified in the Unit Identifier (Input Occupant Table) parameter has a NULL or empty value, the occupant will be loaded as unassigned (they will not be assigned to a unit). Occupants assigned to units in the input occupant table that are defined as hotels, hot desks, or not assignable units in the Units feature class will also be loaded as unassigned.

  Note:

  If the Occupant Unit Identifier Field parameter is empty (for a .csv file or an Excel sheet) or <NULL> (for a geodatabase table), the occupant will be loaded as unassigned.

• The Unit Identifier (Input Occupant Table) parameter supports multiple fields from an input occupant table that stores more than one space assignment of an occupant. Only the specified fields will be used to update the Occupants feature class.

  If the Unit Identifier (Input Occupant Table) parameter is not specified, the occupant's seating assignments will not be updated in the Occupants feature class. Instead, the records in the Occupants feature class will be matched to records in the input occupant table and attributes mapped in the Occupant Attributes Mapping parameter will be updated.

• Occupant information is added, deleted, and modified based on the unique occupant identifier field value.

  Note:

  The occupant identifier can be any field that contains information to uniquely identify each occupant. The recommended field is EMAIL.

• The Target Occupant Features parameter value will have the following fields populated with corresponding values from the Input Occupant Table parameter based on seating assignment changes or floor plan changes:

  • UNIT_ID
  • UNIT_NAME (If it exists in the Target Occupant Features parameter value.)
  • LEVEL_ID
  • SITE_ID (It can be mapped with values from the input occupant table in the Occupant Attributes Mapping parameter.)

  Note:

  If the Unit Identifier (Input Occupant Table) parameter is not specified, only fields mapped in the Occupant Attributes Mapping parameter will be updated.

• The Units feature class's ASSIGNMENT_TYPE value that is used by Space Planner will be updated to display the occupancy status of the unit. If an occupant feature is assigned to a unit, that unit's ASSIGNMENT_TYPE value is set to Office.

• If an update is made to the floor plan data using the Import Floorplans to Indoors Geodatabase or Import BIM to Indoor Dataset tool that affects units features to which occupants are assigned, occupants that are assigned to unit features that no longer exist in the current floor plan will be unassigned. The same change will also apply to occupants who are assigned to a unit for which the ASSIGNMENT_TYPE field value has changed to Not Assignable after a floor plan update. Updating occupant data to align with the latest floor plan does not require the Input Occupant Table parameter.

• You can run the tool periodically to update occupant data and change seating assignments or floor plans. You can publish the tool as a geoprocessing service and run the tool using Microsoft Scheduler or CRON.

• This tool provides a temporary summary text file that is valid in the ArcGIS Pro session. To maintain a permanent record of the summary text file, you must save it in a folder outside the ArcGIS Pro session.

Parameters

Dialog

Label	Explanation	Data Type
Target Occupant Features	The target feature layer, feature class, or feature service to which occupant records will be added, updated, or deleted. The input must contain unique values that identify each occupant and must conform to the Occupants feature class in the Indoors model.	Feature Layer
Input Unit Features (Optional)	The input polygon features representing building spaces that may be occupied. In the ArcGIS Indoors Information Model, this is the Units layer. The centroid of each space will be used as the point location of the occupant or occupants.	Feature Layer
Input Occupant Table (Optional)	The input table that contains information about building occupants. The information can be stored in a geodatabase table, a sheet in an Excel workbook (.xls or .xlsx file), or a .csv file.	Table View
Occupant Identifier (Target Occupant Features) (Optional)	The field in the Target Occupant Features parameter value that will be used as the primary key to associate occupants with the Input Occupant Table parameter values. The field values must be unique.	Field
Occupant Identifier (Input Occupant Table) (Optional)	The field in the Input Occupant Table parameter value that will be used as the primary key to associate occupants with the Target Occupant Features parameter values. The field values must be unique.	Field
Unit Identifier (Input Units Features) (Optional)	The field in the Input Unit Features parameter value that stores the unique space identification information that will match the unit identifier from the Input Occupant Table parameter value. The field values must be unique.	Field
Unit Identifier (Input Occupant Table) (Optional)	The field in the Input Occupant Table parameter value that will be used as the primary key to associate occupant space assignment with the Input Unit Features parameter values. If a field value is empty, the occupant will be loaded as unassigned.	Field
Occupant Attributes Mapping (Optional)	The attribute fields in the Target Occupant Features parameter that will be populated with field values from the Input Occupant Table parameter value. The fields must exist in the Target Occupant Features parameter value before running the tool. It is recommended that you map fields from the Input Occupant Table parameter value to fields from the Target Occupant Features parameter value that have the same field type.	Field Mappings
Insert new occupants (Optional)	Specifies whether unique occupant records for the Input Occupant Table parameter value will be added to the target occupant features layer. Checked—Unmatched occupant records will be added to the target occupant features layer. This is the default. Unchecked—Unmatched occupant records will not be added to the target occupant features layer.	Boolean
Delete occupants not included in the Input Occupant Table (Optional)	Specifies whether unique occupant records for the Input Occupant Table parameter value will be deleted from the target occupant features layer. Checked—Unmatched occupant records will be deleted from the target occupant features layer. This is the default. Unchecked—Unmatched occupant records will not be deleted from the target occupant features layer.	Boolean

Derived Output

Label	Explanation	Data Type
Updated Occupant Features	The updated version of the target occupant features used for this tool.	Feature Layer

Python

arcpy.indoors.UpdateOccupantFeatures(target_occupant_features, {in_unit_features}, {in_occupant_table}, {occupant_id_from_target_occupant_features}, {occupant_id_from_input_table}, {unit_id_from_units_features}, {unit_id_from_input_table}, {occupant_attributes_mapping}, {allow_insert}, {allow_delete})

Name	Explanation	Data Type
target_occupant_features	The target feature layer, feature class, or feature service to which occupant records will be added, updated, or deleted. The input must contain unique values that identify each occupant and must conform to the Occupants feature class in the Indoors model.	Feature Layer
in_unit_features (Optional)	The input polygon features representing building spaces that may be occupied. In the ArcGIS Indoors Information Model, this is the Units layer. The centroid of each space will be used as the point location of the occupant or occupants.	Feature Layer
in_occupant_table (Optional)	The input table that contains information about building occupants. The information can be stored in a geodatabase table, a sheet in an Excel workbook (.xls or .xlsx file), or a .csv file.	Table View
occupant_id_from_target_occupant_features (Optional)	The field in the target_occupant_features parameter value that will be used as the primary key to associate occupants with the in_occupant_table parameter values. The field values must be unique.	Field
occupant_id_from_input_table (Optional)	The field in the in_occupant_table parameter value that will be used as the primary key to associate occupants with the target_occupant_features parameter values. The field values must be unique.	Field
unit_id_from_units_features (Optional)	The field in the in_units_features parameter value that stores the unique space identification information that will match the unit identifier from the in_occupant_table parameter value. The field values must be unique.	Field
unit_id_from_input_table [unit_id_from_input_table,...] (Optional)	The field in the in_occupant_table parameter value that will be used as the primary key to associate occupant space assignment with the in_units_features parameter values. If a field value is empty, the occupant will be loaded as unassigned.	Field
occupant_attributes_mapping (Optional)	The attribute fields in the target_occupant_features parameter that will be populated with field values from the in_occupant_table parameter value. The fields must exist in the target_occupant_features parameter value before running the tool. It is recommended that you map fields from the in_occupant_table parameter value to fields from the target_occupant_features parameter value that have the same field type.	Field Mappings
allow_insert (Optional)	Specifies whether unique occupant records for the in_occupant_table parameter value will be added to the target occupant features layer. INSERT_OCCUPANTS—Unmatched occupant records will be added to the target occupant features layer. This is the default. NO_INSERT_OCCUPANTS—Unmatched occupant records will not be added to the target occupant features layer.	Boolean
allow_delete (Optional)	Specifies whether unique occupant records for the in_occupant_table parameter value will be deleted from the target occupant features layer. DELETE_OCCUPANTS—Unmatched occupant records will be deleted from the target occupant features layer. This is the default. NO_DELETE_OCCUPANTS—Unmatched occupant records will not be deleted from the target occupant features layer.	Boolean

Derived Output

Name	Explanation	Data Type
updated_occupant_features	The updated version of the target occupant features used for this tool.	Feature Layer

Code sample

UpdateOccupantFeatures example 1 (Python window)

The following Python window script demonstrates how to use the UpdateOccupantFeatures function in immediate mode. In this example, the inputs and outputs are all in the same geodatabase.

import arcpy
arcpy.indoors.UpdateOccupantFeatures('C:/ExampleCampus.gdb/Indoors/Occupants', 
                                    'C:/ExampleCampus.gdb/Indoors/Units', 'C:/OccupantsData/2022Occupants.xlsx/2022Q2$',
                                    'EMAIL', 'EMAIL',
                                    'UNIT_ID', 'SPACE_ASSIGNMENT', 'KNOWNAS "Known As" true false false 255 Text 0 
                                    0,First,#,C:/OccupantsData/2022Occupants.xlsx/2022Q2$,KNOWNAS,0,255;SITE_ID "Site ID" true true false 255 Text 
                                    0 0,First,#',
                                    True, True)

UpdateOccupantFeatures example 2 (stand-alone script)

The following stand-alone script demonstrates how to use the UpdateOccupantFeatures function.

# Import system modules import arcpy
# Set local variables 

target_occupant_features = r'C:\ExampleCampus.gdb\Indoors\Occupants'
in_unit_features = r'C:\ExampleCampus.gdb\Indoors\Units'
in_occupant_table = r'C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$'
occupant_id_from_target_occupant_features = 'EMAIL' 
occupant_id_from_input_table = 'EMAIL' 
unit_id_from_units_features = 'UNIT_ID'
unit_id_from_input_table = "SPACE_ASSIGNMENT"
occupant_attributes_mapping = 'KNOWNAS "Known As" true false false 255 Text 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,KNOWNAS,0,255;CONTACT_PHONE "Contact Phone" true true false 255 Text 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,CONTACT_PHONE,0,255;CONTACT_EXTENSION "Contact Extension" true true false 255 Text 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,CONTACT_EXTENSION,-1,-1;SITE_ID "Site ID" true true false 255 Text 0 0,First,#;JOB_TITLE "Job Title" true true false 255 Text 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,JOB_TITLE,0,255;ORG_LEVEL_1 "Department" true true false 255 Text 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,ORG_LEVEL_1,0,255;ORG_LEVEL_2 "Team" true true false 255 Text 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,ORG_LEVEL_2,0,255;START_DATE "Start Date" true true false 8 Date 0 0,First,#,
C:\OccupantSpreadsheets\BuildingL.xlsx\OccupantsSeatingAssignment$,START_DATE,-1,-1' 

allow_insert = True
allow_delete = True

# Run the tool 
arcpy.indoors.UpdateOccupantFeatures(target_occupant_features, in_unit_features, in_occupant_table,
                                     occupant_id_from_target_occupant_features, occupant_id_from_input_table,
                                     unit_id_from_units_features, unit_id_from_input_table, occupant_attributes_mapping,
                                     allow_insert, allow_delete)

Environments

Current Workspace

Licensing information

• Basic: No
• Standard: No
• Advanced: Requires Indoors