Get Started with Geocortex Analytics

Open Analytics

Once you have installed Analytics, you can check that it is collecting data by opening the application. The Analytics application can only be found on the Hub server.

It's best to wait for 10-15 minutes so that Analytics has had a chance to collect some data before opening the application.

To open Analytics:

  1. Do one of the following:

Tour the User Interface

The Analytics Collectors gather huge quantities of data about your GIS system, for example, how well the system is performing, what has gone wrong, what services are popular, or what hardware is under strain. The application is your window on this data. The application organizes and presents the information in a format designed to facilitate, understand, and use the data. Having all the data accessible, means that you can troubleshoot, monitor, evaluate, and optimize every part of your GIS system.

The data in the Analytics application is divided into areas arranged so that you see the most urgent information (alarms) first and less urgent information (trends) only when you need it. You can also arrange your data into customized groupings called Dashboards so that you can quickly find the data that is most important to you and create PDF reports when you need them.

Overview of the Analytics Interface

The Analytics application groups data by the resources in your GIS infrastructure. You navigate through the data using a Sidebar that is built automatically to some degree, when Analytics does an initial scan of your system. If you add a new resource to your GIS system, it is automatically added to the sidebar, although some resources are added manually. A filter at the top of the sidebar makes it possible to list fewer resources if you have a long list.

When the application opens, you see the Summary tab that presents the most-to-least urgent alarms. Beside the Summary tab are the Status tab and the Trends tabs . You can click any resource in the Sidebar to display information about that resource in the Content Area .

If there are Content Panels that you want to group in unique ways, you can create a Dashboard and add Content Panels to it. A Dashboard functions like a dynamic, custom report that you can export as a PDF at any time.

If you want to add or configure resources to monitor, click Configuration . To change the time range of the data displayed, use the Date picker . For some of the content panels, there is a legend that you can use to filter the data displayed in the panels.

Geocortex Analytics application with the Trends tab selected

 

Summary tab, Status tab, Trends tab - The three tabs present information in different levels of urgency. Click any of the tabs to open them. When you click the Summary tab, you see an overview of the most-to-least urgent alarms and charts that show the summarized alarms and sessions in the previous 48-hour period. You can click any of the panels on the Summary tab to go directly to those alarms in the Status tab, which provides detailed information about each alarm. The Trends tab shows longer-term data that allows you to detect patterns over time.

For more information, see Summary Tab, Status Tab, and Trends Tab.

Date Picker - On the Trends tab and Dashboards, you use the Date Picker to select the time period of the data you want to display. You can select Today, Yesterday, This Week, Last Week, This Month, Last Month, another month and yearly options. You can also use the arrows to move back and forward in time to the period you want to see data about.

Alternatively, you can click the Calendar icon and then set a specific date or a range of dates.

The date format is taken from the browser you are using. To change the format for dates, change your browser date settings.

Analytics follows the ISO standard of having the week start on a Monday, rather than a Sunday.

For more information, see Date Picker

Configuration - The Configuration area is where you configure every resource in your GIS infrastructure to collect information at a specific time, where to send alarm emails and texts, add remote servers or websites, set collection intervals for resources, including services, as well as add credentials for portals, servers or services. To open the Configuration area, click the Configuration link in the banner.

For more information, see Configuration.

Dashboards - Dashboards present a single page of any data that you want to group and monitor. You can create your own dashboards of different types of data and then click the My Dashboard drop-down list to select them. For example, you may want a Dashboard of usage trends that you want to monitor closely. You first create a dashboard, then you add Content Panels to it.

For more information, see Dashboards.

Filter - The Filter at the top of the Sidebar makes it possible to find a particular resource or reduce the number of resources listed in the Sidebar, for example, if you have a long list of applications. The filter works with partial words or letters. The filter ignores the permanent, highest level titles like Servers, Portals, Websites, and filters the resources listed under each title.

For more information, see Sidebar Filter

Sidebar - The Sidebar is how you navigate through your GIS infrastructure to find specific data. The Sidebar appears on both the Status and the Trends tabs as well as in Configuration. The Sidebar groups data by System, Servers, Portals—ArcGIS Online and Portal for ArcGIS, ArcGIS Servers, Geocortex Essentials instances, Geocortex Applications, Web Applications, and Websites like your corporate website, third-party web services, or the website that acts as a launch page for your applications.

Click any resource on the panel to expand it and see items lower in the hierarchy.

For more information, see Sidebar.

Legend - On the Trends tab, the Content Area sometimes contains a legend that you can use to exclude data elements from the Content Area. For example, if you have data from multiple servers, you can deselect servers whose data you do not want to see. The color of the sliders in the legend matches the color of the data in the charts, so you can identify which resource the data in the chart is about.

When you add a chart Content Panel with a legend to the Dashboard, the legend settings are transferred to the panel and the legend continues to function interactively in the Dashboard.

For more information, see Legend/Filter.

Content Area - When you click on a resource in the Sidebar, the data associated with that item appears in the Content Area. The data displays in interactive panels that change depending on the data. For example, some panels are tables, others are charts of various kinds like heat maps and pie, line or bar charts. Other panels are static displays of information. Some Content Panels change depending on how many resources you have installed. If there is only one resource, the Content Panel presents as a summary, but it changes to a table if there is more than one resource.

For more information, see Content Area.

Sidebar

You use the Sidebar to navigate through the resources in your GIS system in order to display data in the Status and Trends tabs of Analytics. Analytics creates most of the resources in the Sidebar automatically based on your GIS infrastructure. When Analytics is installed, it automatically collects details about servers, ArcGIS Online or Portal for ArcGIS, Geocortex Essentials instances and applications and creates a list. The Sidebar uses this list to create its hierarchy. You can also add resources manually in Configuration and they are then also added to the Sidebar.

In some cases, resources and the panels containing their information are not listed in the sidebar, but are accessed from the content panel that lists them. Two content panels contain links to more information:

You can click any level of the Sidebar to see information about that resource. For example, if you click System on the Status tab, you see summarized alarm information from your whole GIS system. If you expand the tree under Geocortex Applications, and then click an application, you see detailed alarm information about that specific application.

Although much of the Sidebar is auto-populated, you can add new resources under Configuration or edit the settings of other resources.

In the Sidebar, the levels below each of the main sections represent the resource and so they change depending on the type of infrastructure. For example, if you expand Geocortex Essentials, the second level represents individual Essentials instances and the next level represents Essentials Sites within that instance of Essentials.

The levels under ArcGIS Servers are different. The second level represents the ArcGIS Server Cluster that the ArcGIS Server belongs to. The third level is all the ArcGIS Server instances within that ArcGIS Server cluster. The second level of ArcGIS Servers is always the ArcGIS Server Cluster, even if it is a cluster with only one instance.

If Analytics is unable to detect the name of an ArcGIS Server Cluster, it uses the name of the server instead.

Sidebar Filter

The Filter at the top of the Sidebar makes it possible to reduce the amount of items in the Sidebar so they are easier to find. You can also use the filter to find a specific item.

As you type, the Filter updates the list of items dynamically, for example, if you type G, only items with the letter G in the title are listed. The more letters you type, the more specific the list becomes.

To navigate the Sidebar:

  1. Do any of the following:

Breadcrumb

As you click on items in the Sidebar tree, a breadcrumb at the top of the Content Area tracks where you are in the tree and creates a series of clickable links. You can use the breadcrumb to go back one or two pages at a time or skip around in a single branch of the Sidebar hierarchy.

Summary Tab

The Summary tab is the first page you see when the Analytics application opens. It displays a panel for each of the active alarms. The panels on the Summary page link you to the resource that has triggered the alarm where you can see more details about the alarm. The top chart on the Summary tab is a visual representation of the frequency of Alarms over the past 48 hours and the bottom chart shows a summary of user sessions in applications during the same period.

The Summary tab provides a way to begin answering the following types of questions:

The display in the Summary tab is dynamic; it changes and updates continuously as Analytics collects data. The panels are essentially a list of the most urgent active alarms. Red means that the alarm is critical, orange indicates a warning that a resource is not running optimally. If there are no alarms, you will see the following message:


The two graphs on the Summary page indicate the following:

To find more information about the alarm, click the panel. You then navigate that resource page in Analytics where you can see details about the alarm.

Alarms shown on the Summary Tab opened in the Status Tab

Status Tab

The Status tab shows a list of resources in your GIS system with their current status. The Sidebar includes clickable links to information about the status of Servers, ArcGIS Server instances, ArcGIS Online and Portal for ArcGIS, Geocortex Essentials sites, Geocortex Applications (viewers), Web Applications, and Websites.

The Status tab provides a way to answer the following types of questions:

When you are on the Status tab, the first item in the Content Area is often an information summary about the resource you selected on the Sidebar.

The information in the summary differs depending on the resource. In the example above, the summary gives the server type, alarms, uptime, and processor usage. The example below shows the external services link, the quantity and types of map services, health status, and alarms.

Trends Tab

The Trends tab displays data about any time period that you select so that you can compare and contrast performance, usage, down time and other key data over time to establish patterns that help with decision-making and optimizing your system.

The Trends tab provides a way to answer the following types of questions:

The Trends tab displays short-term and long-term information about patterns and trends that occur over time. You can use the Trends tab to monitor usage, downtime, and stress points in your GIS infrastructure. The information on this tab makes it possible for you to track performance and to make data-driven decisions on how to improve your GIS system and keep it running smoothly.

When you examine data using the Trends tab, you have to select a resource from the Sidebar and then select the time period that you want from the Date Picker.

To filter or refine the data, use the Legend/Filter to exclude data from the Content Area.

Configuration

If you want to add or change settings for any of the resources you are monitoring with Analytics, you can do so in Configuration.

To open Configuration , click the Configuration link in the top right corner of Analytics.

You navigate in the Configuration section in exactly the same way as the Status, Trends and Dashboard - by using the Sidebar that lists the resources you are monitoring. Click on a high-level resource title like Servers, to expand it and see specific resources of a particular type . You can filter the list of resources if it is too long. When you click on a resource type, or a specific resource, then the settings that apply to that resource appear in the content area for you to change. The settings are divided by tabs into functional areas. If you want to add a new resource, click Add Resource at the bottom of the Sidebar. To exit Configuration, click the close icon in the top right corner.

Dashboards

Dashboards are a way for you to group data from either the Status or Trends tab and then customize how it is displayed. You can create up to 20 custom dashboards. Once you have created a Dashboard, you can customize the individual Content Panels and the order the panels appear, to create what are effectively dynamic reports. For Trends Content Panels, the Date Picker makes it possible for you to go back in time and see data from any past period to compare with the current situation.

Dashboards work like Favorites in browsers. You create a Dashboard and then add Content Panels to it from the Status and Trends tabs.

Dashboards are useful for separating and grouping information in ways that make sense to you. Each Dashboard you create can have a different function. You can mix data from the Status and Trends tab in a Dashboard.

When you change the appearance or data shown in a Content Panel in the Dashboard, it remains that way until you change it again. Effectively, this makes it possible to use a Dashboard to create custom reports that you can export to a PDF.

Examples of Dashboards

A popular Dashboard is a collection of the data you need to monitor most closely, for example, you could set up a Dashboard for a particularly important map service, including the server it is on and the applications that use it. You could also have a Dashboard that monitors known problem areas of your GIS system. You may want to have an Online Dashboard that groups data only about ArcGIS Online and Websites. Another alternative would be to set up a Trends Dashboard that groups data about the usage or performance of a particular set of system components.

Edit Content Panels

You can add any Content Panel from the Status and Trends tabs to an existing Dashboard. Either just before you add a panel, or after you have added a panel to a Dashboard, you can change the settings, for example, filter the data and change how the data is sorted. If the Content Panel is in a Dashboard when you edit it, your changes persist. If you edit a Content Panel on the Status or Trends tab, your edits are overwritten when you refresh or close the application. So another way to use a Dashboard, is to customize Content Panels in order to preserve and then present data exactly as you want to see it.

If you want to create Dashboards that are similar except for a few minor differences, you can copy an existing Dashboard, edit the content, and then rename it.

Create a Dashboard

To create a Dashboard:

  1. On Analytics banner, click My Dashboard, and then select Add New Dashboard.

  2. In the Name for new Dashboard box, type in a recognizable name for your Dashboard.

  3. Click Create.

    The new Dashboard appears in the drop-down list for you to select when you add Content Panels to it.

  4. To add content to the new Dashboard, click the Dashboard icon in the top right corner of any Content Panel in Trends or Status.

  5. When the drop-down list of Dashboards appears, click the Dashboard you want to add the content to.

    The Dashboard you select briefly turns purple and that panel is added to your Dashboard.

    In the Dashboard, a breadcrumb at the top of the panel shows where this panel originated. If the Content Panel came from a chart that has a filter, the filter settings persist with the Content Panel in the Dashboard.

Edit a Dashboard

To edit a Dashboard:

You can edit a Dashboard by rearranging, removing and adding content, as well as changing the settings within the Content Panels themselves. Any edits you make persist until you change them again, which is unlike the Content Panels on the Status and Trends tabs, which refresh constantly.

  1. To change the order of panels in your Dashboard, drag the panel to a new position.

  2. To change the default settings in some charts, click the drop-down list at the bottom of the panel and select the default display for the panel.

  3. To change the settings in a table, do any of the following:

Copy a Dashboard

To copy a Dashboard:

  1. Click the My Dashboards link in the top right-hand corner of the screen.

  2. To see the Copy, Edit and Delete icons, hover your mouse over the Dashboard you want to copy.

  3. Click the Copy icon .

  4. Type in a name for the copied Dashboard, and then click Copy.

Rename a Dashboard

To rename a Dashboard:

  1. Click the My Dashboards link in the top right-hand corner of the screen.

  2. Hover the mouse over the Dashboard you want to rename.

  3. Click the Edit icon .

  4. Type in new name for the Dashboard, and then click Edit.

Remove a Panel from a Dashboard

To remove a panel from a Dashboard:

  1. Click the My Dashboards link in the top right-hand corner of the screen.

  2. Select the Dashboard that contains the panel you want to delete.

  3. Scroll down through the Dashboard until you find the panel you want to delete.

  4. Click the remove icon in the top right corner of the panel.

  5. When the warning message displays, click Remove.

Delete a Whole Dashboard

To delete a whole Dashboard:

  1. Click the My Dashboards link in the top right-hand corner of the screen.

  2. Hover the mouse over the Dashboard you want to delete.

  3. Click the Delete icon .

  4. When the warning message displays, click Delete.

Create PDFs of Dashboards

The contents of a whole Dashboard can also be exported as a PDF, which means that you can also use Dashboards to set up and arrange data to use in monthly or other reports.

The procedure to create a PDF is dependent of browser and browser settings. Sometimes you won't get to rename the file, sometimes you will; sometimes you won't be able to save it and it will open in a new tab instead. On a mobile device, the PDF may open in a different app and then you can save it.

To create a PDF of a Dashboard:

  1. In the top right corner of the Dashboard, click Export Dashboard to PDF
    .

    Your browser or device settings dictate what happens after you click the icon.

    Any of the following can occur:

Date Picker

The Date Picker is where you select the day, week, month, year, or a custom date range for the data you want to display on both the Trends tab and on every Dashboard.

The calendar view of the Date Picker is arranged in reverse chronological order with a preset time-line that starts with Today, and moves back through time to Yesterday, This Week, Last Week, and This Month. If you click the back arrow you can select Last Month, the month before that or the last three years. You use the calendar icon on the right to select custom date ranges.

Time line view of the Date Picker

The alternate view of the Date Picker shows the custom date-picker boxes so that if you usually select custom date ranges, they are available. The custom view appears when you click Apply in the custom Calendar. The custom view persists until you click the clock icon.

Custom view of the Date Picker

When you select custom dates, they are inclusive. Data for both the start and end dates that you select is included.

Select a Custom Date Range

To select a custom date range: 

  1. Click the Calendar icon beside the Date Picker.

  2. To set the start and end dates, do one of the following:

  3. Click Apply.

    The data in the Content Area updates to display data from that range of dates, including the two dates you selected.

Condensed Data

Data in the Trends tab is collected and shown by the hour. The amount of data that has to be stored at that level of detail, quickly becomes unmanageable. For this reason, older data is condensed. This space-saving technique means that if thousands of similar entries occur during a single hour, they are condensed into a single entry.

The older the data, the more it is condensed, for example, data initially collected to the second, after a day, is condensed and only becomes visible per hour.

Further back in time:

Condensed Data can change how the Date Picker selects and displays data:

Similarly, some bar graphs are affected when they include older data, for example the date at the bottom of the graph may be gray to indicate that the data is no longer detailed enough to be displayed. Heat maps now show older data by day or even by month further back in time.

Time Standards and Condensed Data

In Analytics Trends, recent data is shown in the time of the local machine, including when it switches to and from daylight savings.

Analytics determines local time based on the time zone reported by the browser that the user is using to view Analytics reports. For example, the Analytics server might physically be in the Europe, but if someone is visiting that page from western Canada, Analytics uses the Pacific Standard Time (PST), which is the time of the person viewing Analytics reports and not the server’s timezone.

However, after a year, the data has been condensed and so cannot be displayed in local time. If you select a time period that includes data older than a year, the data displays in UTC time rather than local time. UTC is Coordinated Universal Time, which is equivalent to Greenwich Meant Time (GMT). Neither GMT or UTC change for daylight savings time.

A warning appears in the bottom right corner of the Analytics window to inform you of this change:

If you click More Info, it explains what UTC means and tells you the difference in hours between local computer time and UTC time from the start date you selected.

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Documentation Version 1.5