Standard Recommendations

Standard Recommendations

To ensure optimal performance and data integrity, the following recommendations are advised:

To ensure optimal performance and data integrity, the following recommendations are advised:

Category Do’s Don’ts
Initial Synchronization Process
  • Ensure complete field mapping is created between Confirm and GIS fields when adding a new layer.
  • Expect the initial sync to take time depending on asset volume.
  • Allow the system to perform incremental sync every 2 minutes to keep data updated.
  • Refer to the Last Update Date for the last successful sync.
  • Do not interrupt the initial sync process, as it may cause incomplete data transfer.
  • Do not assume sync failures if there is a delay; check the Last Update Date.
  • Avoid frequent full resyncs, as they may cause unnecessary system load.
ESRI Feature Layer Configuration
  • If a change in layer (Versioned to Non-versioned or vice versa), create a new Feature layer and enable sync for it.
  • Do not change Feature Layers from versioned to un-versioned (or vice versa) during sync/post sync process, as this may break synchronization.
Geometry Synchronization
  • Select a Geometry field in the mapping list for both Confirm and GIS to enable geometry sync.
  • Ensure sync direction is correctly set in Entity field mapping.
  • If sync GIS to App: Updates from ESRI should reflect in Confirm. No geometry updates should occur in ESRI from Confirm.
  • If sync App to GIS: Updates from Confirm should reflect in ESRI. No geometry updates will occur in Confirm from ESRI.
  • 2-way: ESRI and Confirm geometry will be in sync.
  • Do not expect geometry to be automatically included without explicit mapping.
Conflict Resolution for Sync
  • Ensure that Confirm takes precedence in conflict scenarios for two-way sync.
  • Do not modify or remove field mappings after the sync process has started, as it may lead to data inconsistencies.
Geometry Compatibility
  • Align each Feature Group in Confirm with a single geometry type (point, line, or polygon) to prevent sync issues with ESRI.
  • If a feature group contains multiple geometry types, split them into separate groups before syncing.
  • Do not attempt to sync a feature group with multiple geometry types to a single ESRI layer.
  • Do not encourage asset geometry deletion, as it may lead to data integrity issues.
Feature Attribute Editability & Sync Direction
  • If a Feature attribute in Confirm is not editable, understand that sync direction will be one-way (App to GIS) by default.
  • If a Feature attribute in ESRI is not editable, understand that sync direction will be one-way (GIS to App) by default.
  • Do not assume that all attributes will allow two-way sync.
End Date Behaviour
  • Confirm does not support setting an End Date during new asset creation. Newly created assets won’t have one by default.
  • If sync direction for End Date is 2-way or App to GIS, ESRI will default End Date to 01-01-3000, which Confirm interprets as default for active records.
  • Ensure End Date is always greater than the Start Date for asset records.
Field Mapping & Data Types
  • Verify & add all field mappings before starting sync to avoid inconsistencies.
  • While mapping fields on GIS Field mapping screen, only choose fields of the same data type.
  • Verify the data type of fields before mapping to prevent errors.
  • Do not map fields of incompatible data types (e.g., Integer to String).
Field Mapping & Data Types
  • Verify & add all field mappings before starting sync to avoid inconsistencies.
  • While mapping fields on GIS Field mapping screen, only choose fields of the same data type.
  • Verify the data type of fields before mapping to prevent errors.
  • Do not map fields of incompatible data types (e.g., Integer to String).
Bulk Update for Picklist Attributes in ESRI
  • Use code values in SQL queries when performing bulk updates on picklist fields.
  • When manually updating, select appropriate labels that exist in both systems.
  • Do not use incorrect formats during bulk updates, as it may cause picklist errors.
Picklist Mapping in ESRI
  • Create picklists in ESRI with both a key (label) and value (code).
  • Do not manually enter inconsistent picklist values—it may cause mapping issues.
CAID Handling
  • Always provide a CAID in ESRI when syncing data to Confirm.
  • Ensure CAIDs are consistent between Confirm and ESRI.
  • Be aware that new CAIDs will be created in Confirm if values differ.
  • Ensure CAIDs are uniquely assigned in ESRI.
  • Understand that if no CAID is given, Confirm generates one, but ESRI will not display it.
  • Do not alter CAIDs on either system after sync.
  • Do not leave CAID blank in ESRI when pushing data to Confirm.
  • Avoid editing CAIDs in both systems to maintain data integrity.
Feature Field Terminology
  • Use standard Confirm terminology when mapping fields in entity field mapping.
  • Do not use inconsistent terminology—only standard names are valid in mapping.
Feature Group Sync
  • Understand that sync occurs at the Feature Group level, including all child Feature Type Codes (FTCs).
  • Do not assume only specific FTCs will sync independently.
Time Zone Settings
  • Ensure the tenant has a time zone setting in Confirm (e.g., America/New_York).
  • All date-type fields will convert according to tenant’s time zone.
  • Do not leave time zone settings blank—it will interrupt sync.
Feature Configuration Considerations
  • Ensure seed numbers for FTC, CAID, and Feature Group are populated to avoid sync failures.
  • Do not allow seed number ranges to exhaust—sync will fail.
  • Do not include spaces in prefix, suffix, or middle of FTC, CAID, or Site Code—it interrupts sync.
Asset Deletion from ESRI
  • Follow proper asset lifecycle practice by updating End Date instead of deleting.
  • Do not delete assets directly—it may compromise data integrity.
Progress Bar Behaviour
  • Understand that if no data exists in either system, progress bar will still show.
  • Progress bar is visible only during initial sync.
  • Ensure updates exist before expecting "Last Updated" date to change.
  • Do not assume the progress bar is stuck—verify data presence in both systems.
  • Do not expect "Last Updated" to change if no updates occurred.
Attribute Field Length
  • Configure ESRI field length during field creation to match or exceed Confirm's 2000 character limit for strings.
  • Ensure integer/double values from ESRI meet Confirm field limits.
  • Validate data size compatibility before syncing.
  • Ensure synced data truncates correctly per system limits.
  • Do not send numeric values exceeding Confirm’s supported limit—may cause Arithmetic Overflow errors.
Invalid HTML Tags
  • Use plain text for all text attributes.
  • Avoid using angle brackets (< or >) or HTML tags—they may interrupt sync.