Mobile operations and offline data management system (Windows/Linux)

The mobile operations and offline data management system pattern is typically deployed to Windows and Linux using the ArcGIS Enterprise on Windows and Linux software.

ArcGIS Enterprise for Windows and Linux includes several components that span the data, services/logic, and presentation tiers, and work together to provide a complete system. ArcGIS Enterprise on Windows and Linux is fully supported on virtual environments (running a supported operating system), as well as cloud providers running virtual machines that meet the system requirements. Esri also provides deployment tooling for cloud platforms including Amazon Web Services (AWS) and Microsoft Azure.

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Base architecture

The following is a typical base architecture for a mobile operations and offline data management system deployed on Windows or Linux.

This diagram should not be taken as is and used as the design for your system. There are many important factors and design choices that should be considered when designing your system. Review the using system patterns topic for more information. Additionally, the diagram depicted below delivers only the base capabilities of the system; additional system components may be required when delivering extended capabilities.

Mobile operations and offline data management system base architecture (Windows/Linux)

Key components of this architecture include:

Enterprise geodatabases are commonly used in mobile operations and offline data management systems for persisting user-managed (editable) data. Enterprise geodatabases are information models that add functionality to relational database management systems (DBMS). The enterprise geodatabase supports advanced data models, as well as advanced data editing and management capabilities such as support for a long transaction model.
A base deployment of ArcGIS Enterprise, including the ArcGIS Data Store, ArcGIS Server, and Portal for ArcGIS. The ArcGIS Data Store can be used for persisting ArcGIS-managed data that can be edited through hosted feature layers. The base deployment also provides hosted vector tile layers and hosted (map) tile layers. Feature, vector tile, and (map) tile layers can be downloaded for use offline. The ArcGIS Web Adaptor component of ArcGIS Enterprise is also recommended and may be required in some situations.
ArcGIS Server, specifically the ArcGIS GIS Server role, delivers editable feature services for data stored in the enterprise geodatabase. Feature, vector tile, and (map) tile layers can be downloaded for use offline. The ArcGIS Server providing enterprise data services is depicted as a logically distinct component of this system from the ArcGIS Server that provides hosted and utility services (and that completes the base deployment described above). This is because they play two different roles in the system and are often designed and deployed separately at a physical level. The ArcGIS Web Adaptor component of ArcGIS Enterprise is also recommended and may be required in some situations.
ArcGIS Online, Esri’s SaaS infrastructure, which typically provides basemaps (such as imagery basemaps), reference data (such as places), as well as other location services (including geocoding and search) for this system. Alternatively, it is possible for the organization to host and manage their own location services instead of using Esri’s SaaS system. See the location services system pattern for more information.
There are several applications commonly used in this pattern. Mobile and desktop-based native applications make use of local storage, which ArcGIS uses for vector and map (image) tiles as well as mobile geodatabases persisted in SQLite databases. Game engine-based applications also make use of local storage for vector and map (image) tiles. ArcGIS web applications do not support offline data. Learn more about applications used in mobile operations and offline data management systems.

Key interactions in this architecture include:

Client applications communicate with enterprise data services as well as location services over HTTPS, typically via stateless REST APIs.
ArcGIS Server maintains persistent TCP connections to both the database management system (DBMS) hosting the enterprise geodatabase as well as the ArcGIS Data Store. The former requires that appropriate database client software be installed on the ArcGIS Server machines communicating with the DBMS.
ArcGIS Monitor, recommended for monitoring and optimizing the GIS system components, communicates with a variety of ArcGIS and IT (e.g., DBMS) components using a variety of mechanisms. See ArcGIS Monitor documentation for more information.
References to location services hosted and managed by ArcGIS Online (such as basemaps) are typically registered and made available for use within ArcGIS Enterprise. Some services are referenced automatically when installing ArcGIS Enterprise, though additional sharing of content and services between these two systems can be performed manually or automatically. See configuring ArcGIS Online utility services, configuring ArcGIS Living Atlas content, and distributed collaboration.

Note:

ArcGIS License Manager may be required for configuring and managing ArcGIS Pro licenses. See ArcGIS License Manager documentation for more information.

Additional information on interactions between ArcGIS Enterprise components can be found in the ArcGIS Enterprise on Windows and Linux product documentation.

Capabilities

The capabilities of the mobile operations and offline data management system on Windows and Linux are described below. See the capability overview and comparison of capability support across deployment patterns for more information.

Capabilities used in a mobile operations and offline data management system, but typically provided by other systems, such as basemaps, geocoding, and other location services provided by a location services system are not listed below. Learn more about related system patterns.

Base capabilities

Base capabilities represent the most common capabilities delivered by mobile operations and offline data management systems and that are enabled by the base architecture presented above.

Offline data and maps allow for data and maps to be taken offline and used without a network connection. ArcGIS Enterprise on Windows and Linux supports offline data, offline web maps, and mobile packages.
Mapping and visualization allow users to create as well as interact with 2D maps and 3D scenes. Learn more about maps and visualization.
Basemaps are web-based layers that provide overall visual context for maps and scenes. While basemap services are typically provided by a location services system, special consideration is required in this system to make basemaps available offline. Learn more about basemap layers.
Geocoding is the process of converting text to an address and a location. While geocoding services are typically provided by a location services system, special consideration is required in this system to make geocoding available offline. Learn more about geocoding.
Route and directions involves finding the best path from an origin to a destination for an individual or single vehicle. While route and direction services are typically provided by a location services system, special consideration is required in this system to make routing and directions available offline. Learn more about route and directions.
Work assignment and dispatching ensures the right worker goes to the right place with the right tools to do the right job. Work assignment and dispatching with ArcGIS Workforce provides a common view across the field and the back office, helping to facilitate efficient mobile operations. Assigning and dispatching work can also be done using the inbox feature of ArcGIS Survey123.
Data editing in the Windows/Linux deployment pattern is provided by the service-based data access and editing features of ArcGIS Enterprise. This includes editing of geometry and attributes.
Data import and export in bulk is supported through the import and export tools that work directly against feature services or an enterprise geodatabase.
Edit tracking and auditing enables automatic recording of information about any data inserts or updates using editor tracking in ArcGIS Enterprise.
Short transaction management enables lock-free, short transaction editing using feature services hosted in ArcGIS Enterprise and using data stored in the ArcGIS Data Store or an enterprise geodatabase.
Long transaction management allows for multiple states of your data to by edited and managed concurrently using the branch versioning feature of enterprise geodatabases. Branch versioning also supports conflict detection and reconciliation, empowering multiple individuals and teams to work collaboratively on shared datasets. Long transaction support through versioning is supported in the enterprise geodatabase, not on individual databases running offline on mobile devices.
Spatial and attribute rules enhances the editing experience and improves geospatial data integrity using attribute rules in an enterprise geodatabase. Rules are not included in the offline data; they are applied when data is synchronized with the back-office system.
Data distribution and replication allows for copying or synchronizing data between two or more enterprise geodatabases or GIS systems. ArcGIS Enterprise provides multiple approaches to distributing data, including replication, feature synchronization, and distributed collaboration.
Data archiving and history enables the capture, management, and analysis of data changes made over time using geodatabase archiving.

Extended capabilities

Extended capabilities are typically added to meet specific needs or support industry specific data models and solutions, and may require additional software components or architectural considerations.

Location sharing enables organizations to record where mobile workers are and where they have been. Location sharing is an organization-wide extension to ArcGIS Enterprise, allowing you to record where users are and where they have been. Enabling location sharing creates a location sharing layer to which licensed users in your organization can upload their locations using the Field Maps, QuickCapture, Survey123, or Indoors mobile app. Location sharing in ArcGIS Enterprise requires the spatiotemporal big data store (one of the types of data stores available through ArcGIS Data Store). Learn about enabling location sharing in ArcGIS Enterprise.
Data interoperability and transformation capabilities support data movement among hundreds of systems and apps using the visual programming interface provided by ArcGIS Data Interoperability, which includes reading and writing to many data stores supported by ArcGIS Enterprise.
Advanced data validation extends data editing and management with ArcGIS Enterprise by simplifying, improving, and automating data quality control workflows using ArcGIS Data Reviewer.
Workflow management and automation extends mobile operations, data editing, and management with ArcGIS Enterprise with the ability to orchestrate and automate work across teams using ArcGIS Workflow Manager.
Hosted Python notebooks enable Python-based analysis, administration, and automation using ArcGIS Notebooks hosted, managed, and delivered through ArcGIS Enterprise.
Parcel management extends ArcGIS Enterprise with advanced data editing and management capabilities for 3D and 4D parcel data including strata and subsurface information, ownership records, and agricultural and natural resource rights using ArcGIS Parcel Fabric. ArcGIS Parcel Fabric data editing and management is supported offline on native devices.
Roads and highways extends ArcGIS Enterprise with advanced data editing and management capabilities for measure-based location in the transportation industry using ArcGIS Roads and Highways. ArcGIS Roads and Highways data editing and management is supported offline on native devices.
Pipeline referencing extends ArcGIS Enterprise with advanced data editing and management capabilities for measure-based location in the pipeline industry using ArcGIS Pipeline Referencing. ArcGIS Pipeline Referencing data editing and management is supported offline on native devices.
Indoor GIS extends ArcGIS Enterprise with ability to create and manage floor plan data, map building interiors, and share floor-aware maps and services. ArcGIS Indoors Mobile is a native mobile application for iOS and Android that supports viewing and interacting with indoor maps in various ways, including exploring, searching, saving, and sharing points of interest, reporting incidents related to indoor assets, and getting landmark-based directions. With the availability of an indoor positioning system (IPS), ArcGIS Indoors Mobile allows you to explore indoor spaces where you can view your real-time location inside buildings. Learn more about ArcGIS Indoors Mobile.
Indoor positioning allows you to locate yourself and others inside a building in real time. Similar to GPS, an indoor positioning system (IPS) puts a blue dot on indoor maps and uses location services to help you navigate to any point of interest or destination. Learn more about ArcGIS IPS.
Other industry solutions allow for rapid deployment of industry-specific apps and configurations of ArcGIS Enterprise using ArcGIS Solutions. Note, not all industry solutions are available for ArcGIS Enterprise.
Customize and extend the functionality of data editing and management systems with the ArcGIS Enterprise Software Development Kit (SDK), enabling developers to create server object extensions (SOEs), server object interceptors (SOIs), and custom data feeds.

Considerations

The considerations below apply the pillars of the ArcGIS Well-Architected Framework to the mobile operations and offline data management system pattern on Windows and Linux. The information presented here is not meant to be exhaustive, but rather highlights key considerations for designing and/or implementing this specific combination of system and deployment pattern. Learn more about the architecture pillars of the ArcGIS Well-Architected Framework.

Reliability

Reliability ensures your system provides the level of service required by the business, as well as your customers and stakeholders. For more information, see the reliability pillar overview.

Data integrity and recoverability is typically of concern with this type of system.
SLAs requiring high levels of availability are common.
- High availability and fault tolerance is achieved through redundant infrastructure at all system tiers.
- Disaster recovery is possible, and commonly implemented with this system pattern.
- Learn more about minimizing data loss and downtime in ArcGIS Enterprise.
Taking data offline introduces important architectural considerations related to reliability. These are in large part related to the approach used for downloading offline maps, specifically the ahead-of-time vs on-demand offline map options. On-demand offline maps are flexible because a user can request any area to download, but this means that each offline map must be generated at the time it is requested. In addition to introducing a delay before the offline map can be downloaded, this may also put excessive load on the server during certain times of day. Consider user workflows and approaches for downloading offline maps when architecting for reliability.

Security

Security protects your systems and information. For more information, see the security pillar overview.

Mobile operations and offline data present unique security considerations. Learn more about ArcGIS secure mobile implementation patterns.
Authentication and authorization are almost always required, apart from a crowd sourcing style collection scenario (though these are more commonly deployed using SaaS or PaaS).
Access control is possible, and frequently implemented, at all system tiers.
- Advanced, fine-grained access control such as row or column-level security is typically achieved using Server Object Interceptors and/or partner solutions.

Learn more about ArcGIS Enterprise security best practices and implementation guidance.

Performance & scalability

Performance and scalability aim to optimize the overall experience users have with the system, as well as ensure the system scales to meet evolving workload demands. For more information, see the performance and scalability pillar overview.

Taking data offline introduces important architectural considerations related to performance.
- Consider the approach used for downloading offline maps. On-demand offline maps are flexible because a user can request any area to download, but this means that each offline map must be generated at the time it is requested. In addition to introducing a delay before the offline map can be downloaded, this may also put excessive load on the server during certain times of day. With ahead-of-time offline maps the owner of a web map must first define geographic areas of the web map to be packaged as offline maps. Ahead-of-time offline maps are quick to download and start using because they are generated before they are needed. Learn more about ahead-of-time and on-demand offline map options, as well as ability to use update packages with ahead-of-time offline maps.
- Consider other optimizations for offline maps, such as reducing the size of offline maps and the time needed to generate, download, and later synchronize them.
Scalability is an important design consideration, especially when applications are delivered to organization-wide or public-facing audiences.
Scaling may be performed automatically in response to demand certain cloud environments.

Automation

Automation aims to reduce effort spent on manual deployment and operational tasks, leading to increased operational efficiency as well as reduction in human introduced system anomalies. For more information, see the automation pillar overview.

Data management typically involves moderate-to-heavy use of automation, often leveraging Python scripting to perform repeatable tasks or reporting on the enterprise geodatabase. See the ArcGIS API for Python for more details.
Most offline map and data preparation is typically handled automatically by ArcGIS Enterprise, though scheduling of ahead-of-time offline map packages is configurable by the map owner. Learn more about offline maps.
Workflow automation is common, especially when coupled with a data editing and management system for situations involving large groups of editors working in concert to edit and maintain shared or related datasets. See ArcGIS Workflow Manager for more information on this extended capability.
System administration automation, including software deployment automation, infrastructure as code, and DevOps, is also commonly employed.

Integration

Integration connects this system with other systems for delivering enterprise services and amplifying organizational productivity. For more information, see the integration pillar overview.

Integration with enterprise mobile app management systems, including mobile device management (MDM), mobile application management (MDM), and mobile content management (MCM) systems, is common. Learn more in the ArcGIS secure mobile implementation patterns technical paper.
Integration with other information systems such as Enterprise Asset Management (EAM), Customer Relationship Management (CRM), and Computer-Assisted Mass Appraisal (CAMA) systems is common.
Data exchange and alignment between systems is very typical
- Use of ArcGIS APIs and SDKs is quite common
- 3rd party integration tools and applications are also available

Observability

Observability provides visibility into the system, enabling operations staff and other technical roles to keep the system running in a healthy, steady state. For more information see the observability pillar overview.

Successful operation of this system pattern typically benefits from a good understanding of how data is being used in the field and by whom. This may include, but is not limited to, who is taking data offline, when they are taking it offline, what data they are taking offline, and how.
Field editing scenarios involve many of the same observability considerations as data editing and management systems.
ArcGIS Enterprise on Windows/Linux can be observed in a variety of ways including server logs and server statistics. Monitoring of system availability, performance, and usage is most critical to this system pattern. In addition to monitoring the ArcGIS Enterprise software, it is important to monitor all supporting components and infrastructure such as the Windows or Linux operating system, databases and other data stores, as well as compute, network, security, and other infrastructure. Learn more about monitoring system health and reliability.
Some extended capabilities of this system pattern, such as workflow management and automation with ArcGIS Workflow Manager, have additional observability support. Please review the corresponding product documentation for more information.
Additional observation of user logins and account changes may be possible through the configured identity provider when using SAML and/or OpenID Connect logins. Additional observation of mobile devices, content, and applications may also be possible when integrated with enterprise mobile app management systems.

Other

Additional considerations for designing and implementing a mobile operations and offline data management system on Windows and Linux include:

Successful operation requires strong understanding of GIS, IT, and database concepts as well as technology. This includes knowledge and skills specific to the selected database management system (DBMS).
Data governance and alignment with IT policies and roles, such as data steward and database administrator, should strongly be considered when implementing this system pattern.
Enterprise mobile app management should be considered for systems involving moderate to large workforces, as well as strict SLAs, security, and/or other technical requirements. Learn more in the ArcGIS secure mobile implementation patterns technical paper.