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Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Use an ArcGIS Web Adapter to sync PowerClerk data to maps and features within ArcGIS.

Difficulty: Advanced.
Duration to review this Tutorial: ~30 minutes.
Web Adapters allow you to connect external resources to your program and retrieve data from systems outside of PowerClerk. The Web Adapter is called when an action is performed within PowerClerk (e.g. a user clicks a button on a form) to trigger the transfer of data in other systems based on a status transition. Common examples of Web Adapters include: ArcGIS, CIS, etc. Use an ArcGIS Web Adapter to sync PowerClerk data to maps and features within ArcGIS.
If you would like to receive more information on how to procure the ArcGIS Web Adapter or consider other Web Adapters to integrate an external resource with your PowerClerk program, please let us know or contact your Clean Power Research Account Representative.
What you will learn in this tutorial:
- The difference between the two ArcGIS Web Adapters
- How to configure each Web Adapter
- Setting up Automations to trigger each Web Adapter
- ArcGIS Web Adapter-specific FAQs
Locating the ArcGIS Web Adapter
Anyone in a Role with the Define Connections privilege can navigate to the Web Adapter Configurations tab by opening the PROGRAM DESIGN menu and clicking on Connections:

How to create an ArcGIS Web Adapter
There are two adapters involved in creating an ArcGIS Web Adapter, which in this example are called Add ArcGIS Lookup Lat/Long and Add ArcGIS Update Project on Map.
The first adapter, Add ArcGIS Lookup Lat/Long, converts addresses into coordinates in order to place PowerClerk projects on an ArcGIS map. The second adapter, Add ArcGIS Update Project on Map, passes chosen data fields from PowerClerk to ArcGIS.
To set up the first ArcGIS Web Adapter click the Add ArcGIS Lookup Lat/Long button on the Web Adapter Configurations tab:

Next, choose the Name, Input Fields, and Output Fields of your Web Adapter configuration.

To set up the second ArcGIS Web Adapter click the Add ArcGIS Update Project On Map button on the Web Adapter Configurations tab:

Next, choose the Name, Input Properties, Input Fields and Output Fields of your Web Adapter configuration.
Setting the “Verify location on each call” field to “true” means that every time a project is updated it will be run through the ArcGIS Geocoder. However, one can set this field to “false” so that PowerClerk information will only be sent through the ArcGIS Geocoder the first time it is sent to ArcGIS. In which case the Address field in ArcGIS, for example, would NOT be updated if the field changes in PowerClerk.

Scroll down past the Input Fields in the “Edit Configuration” box to the Dynamic Input Fields section.

For the PowerClerk Web Adapter and ArcGIS to properly communicate, the Field Name (database name) in ArcGIS needs to match the Dynamic Input Field name (see below image). Note that spaces in PowerClerk’s Web Adapter Configuration menu (Dynamic Input Fields > Field Name) [left picture] will be replaced by underscores in the ArcGIS’ Configure Attributes table Field Name [right picture].

At least two Automations will now need to be set up in your Program, one for the ArcGIS Lookup Lat/Long Web Adapter and one for the ArcGIS Update Project On Map Web Adapter. Often only one automation is used for the former Web Adapter, while the latter automation is used for multiple status’ within the Workflow (for whichever point in the Workflow the ArcGIS map and/or PowerClerk need to be updated).
The ArcGIS Lookup Lat/Long Web Adapter could be set up, for example, as the project enters “Energy Storage – Installation Corrections Required”.

An example configuration of the ArcGIS Lookup Lat/Long Web Adapter is shown below:
- Frequency : Every Time
- Fire Action : Always
- Action : Call Web Adapter
- Web Adapter Configuration : ArcGIS Lookup Lat/Long1
- Continue Processing : Continue

The ArcGIS Update Project On Map Web Adapter could be set up, for example, as the project status enters Residential – Application Approved.

To replicate the above example, start by creating the Trigger:
- Trigger Type : Status
- Trigger Action : Status is entered

Then create the Action Rule that calls the Web Adapter:
- Frequency : Every Time
- Fire Action when the following Formula is true : Always
- Action : Call Web Adapter
- Select Web Adapter Configuration : Update Project on Map 1
- Continue Processing : Continue

Figure 12b, below, shows the Web Adapter information that has been passed from PowerClerk to ArcGIS once the Automations have been set up. As you can see, the Project Number, Project Status, System Size (kW), Service Address, and Feature (blue square) have been populated onto the map. The Latitude, Longitude, and Address fields within the PowerClerk Web Adapter configuration have been translated into an exact location on the map via the ArcGIS geocoding service.

Video Guides
ArcGIS
This video guide will show you 3 concepts related to this integration: Looking up latitude and longitude based on an address, triggering an automation to update a map lair to denote that an application for PV interconnection has been submitted, the backend details which show how the PowerClerk ArcGIS is setup.
A full list of all Video Guides can also be found here.
FAQs









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