Difference between revisions of "Spatial Manager Desktop™ - FAQs: Data sources"

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[[image:SPM Desktop Wiki to Website.png|150px|link=https://www.spatialmanager.com/spm-desktop/ |Spatial Manager Desktop™ product page]] [[image:SPM Desktop Wiki to Download.png|150px|link=https://www.spatialmanager.com/download/spatial-manager-desktop/ |Download Spatial Manager Desktop™]]
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''Notes:''
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*''Some components in the images on this page (providers, names, windows look, etc.) may be slightly different from those that will appear on your computer''
 +
*''Some application functions need to access the Internet from the application itself. If you experiment problems in any process, ask your network administrator if there is a Proxy server installed on your network. You can configure the [[Spatial_Manager_Desktop%E2%84%A2_-_FAQs:_Interface#Options|Proxy settings through the application options]]''
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*''Some geographic data providers (Geocode, image Maps, etc.) may need a user account, which you can configure in the [[Spatial_Manager_Desktop%E2%84%A2_-_FAQs:_Interface#Options|Service Provider API Keys settings through the application options]]''
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===Introduction===
 
===Introduction===
 
*'''Objective of this section'''
 
*'''Objective of this section'''
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**Disk drives (files): disk drives or local and network folders
 
**Disk drives (files): disk drives or local and network folders
 
**Shortcuts (files): definition and edition of access to folders
 
**Shortcuts (files): definition and edition of access to folders
**User data sources (UDS - files or databases): definition and edition of UDSs
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**User data sources (UDS - files or databases): definition and edition of UDSs ("Standard" and "Professional" editions only)
**Data sources properties: differential icons and properties
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**Data sources properties: differential icons and properties ("Standard" and "Professional" editions only)
 +
 
 +
 
 +
 
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===Access to disk drives, local folders, local network paths, etc.===
 +
You can access local locations (such as hard drives, removable disks, local network drives, etc.) through the "This PC" branch in the "Data sources" panel of Spatial Manager Desktop. Here you will also find access to common folders, such as Downloads, Documents, OneDrive, etc. The contextual (righ-click) options on this area will allow you Create Shortcuts (see next paragraph), and run many other disk and folder related functions
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 +
 
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<span title="Spatial Manager Folders-Disks">[[Image:SPM DataSourcesFiles.png|border|Spatial Manager Folders-Disks|link=]]</span>
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 +
 
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<span title="Spatial Manager Folders-Disks contextual options">[[Image:SPMThisPCRCDTOP.png|border|Spatial Manager Folders-Disks contextual options|link=]]</span>
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 +
 
  
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===What are the Shortcuts?===
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The Shortcuts in Spatial Manager Desktop™ are the way you can reference any folder into a physical or net drive, or the drive itself, and allows you quick access to its path. You can access the Shortcuts through the "Data sources" panel
  
  
===What are the Shortcuts in Spatial Manager Desktop™?===
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<span title="Spatial Manager Shortcuts">[[Image:SC-1C.png|border|Spatial Manager Shortcuts|link=]]</span>
The Shortcuts are the way you can reference any folder into a physical or net drive, or the drive itself, and allows you quick access to its path. You can access the Shortcuts through the "Data sources" panel
 
  
  
[[Image:SC-1C.png|border]]
 
  
 +
===How can I create a new Shortcut?===
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You can create new Shortcuts in Spatial Manager Desktop™ using the right-click menu over the "Shortcuts" paragraph, in the "Data sources" panel, and typing a path (local or network path) or choosing a folder or drive. You can also create a new Shortcut using the right-click menu over any folder or drive item that you can see in the "Data sources" panel, to reference the path of this folder or drive
  
  
===How can I create a new Shortcut in Spatial Manager Desktop™?===
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<span title="Create a new Shortcut">[[Image:SC-2.png|border|Create a new Shortcut|link=]]</span>
You can create new Shortcuts using the right-click menu over the "Shortcuts" paragraph, in the "Data sources" panel, and choosing a folder or drive. You can also create a new Shortcut using the right-click menu over any folder or drive item that you can see in the "Data sources" panel, to reference the path of this folder or drive
 
  
  
[[Image:SC-2.png|border]]
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<span title="Create a new Shortcut - Type a local Shortcut">[[Image:SCFile1.PNG|border|Create a new Shortcut - Type a local Shortcut|link=]]</span>
  
  
[[Image:SC-3.png|border]]
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<span title="Create a new Shortcut - Type a network Shortcut">[[Image:SCFile2.PNG|border|Create a new Shortcut - Type a network Shortcut|link=]]</span>
  
  
[[Image:SC-4.png|border]]
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<span title="Create a new Shortcut - Browse for folder">[[Image:FileSC-32.PNG|Create a new Shortcut - Browse for folder|link=]]</span>
  
  
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<span title="Create a new Shortcut from a folder">[[Image:SC-4.png|border|Create a new Shortcut from a folder|link=]]</span>
  
===How can I edit a Shortcut in Spatial Manager Desktop™?===
 
You can edit a Shortcut using the right-click menu over the item, in the "Data sources" panel, to change the path of the folder or drive referenced. You will see a Warning window if the Shortcut is referenced by any Task
 
  
  
[[Image:SC-5.png|border]]
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===How can I edit a Shortcut?===
 +
You can edit a Shortcut in Spatial Manager Desktop™ using the right-click menu over the item, in the "Data sources" panel, to change the path of the folder or drive referenced. You will see a Warning window if the Shortcut is referenced by any Task ("Professional" edition only)
  
  
 +
<span title="Edit a Shortcut">[[Image:SC-5.png|border|Edit a Shortcut|link=]]</span>
  
===Are there any other functions for the Shortcuts in Spatial Manager Desktop™?===
 
Yes, you can Delete (you will see a Warning window if the Shortcut is referenced by any Task) or Rename the Shortcut. You can also Refresh the folder or drive content and you can open Windows explorer for the folder or drive referenced by the Shortcut. All these functions are available using the right-click menu over the Shortcut item, in the "Data sources" panel
 
  
  
[[Image:SC-6.png|border]]
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===Are there any other functions for the Shortcuts?===
 +
Yes, in Spatial Manager Desktop™ you can Delete (you will see a Warning window if the Shortcut is referenced by any Task - "Professional" edition only) or Rename the Shortcut. You can also Refresh the folder or drive content and you can open Windows explorer for the folder or drive referenced by the Shortcut. All these functions are available using the right-click menu over the Shortcut item, in the "Data sources" panel
  
  
 +
<span title="Other Shortcuts functions">[[Image:SC-6.png|border|Other Shortcuts functions|link=]]</span>
  
===What are the User Data Sources (UDSs) in Spatial Manager Desktop™?===
 
The UDSs are the way you can connect with spatial database servers, or data stores, and also the way you can define the path to a particular spatial data file and its parameters. You can access the UDSs through the "Data sources" panel
 
  
  
[[Image:DS-1.PNG|border]]
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===What are the User Data Sources (UDSs)? ("Standard" and "Professional" editions only)===
 +
The UDSs in Spatial Manager Desktop™ are the way you can connect with spatial database servers, or data stores, and also the way you can define the path to a particular spatial data file including their own connection parameters. You can access the UDSs through the "Data sources" panel
  
 +
Usually the access to the data tables into the servers is tedious. Depending on the type of server, you need to enter a lot of connection parameters which are not easy to remember, such as the server name, the user, the password, the connection port, the name of the database, etc. Spatial Manager Desktop™ brings to you the concept of “User Data Source” (UDS), which allows you to store, inside your user settings, all the access parameters for the servers that you regularly connect to, by defining all the parameters once
  
 +
Files: if you frequently access a file which requires some connection parameters to load it into a Map, export it or use it as part of any Task definition ("Professional" edition only), you may be interested in creating a UDS for this file access, which will also include the connection parameters you choose at the time of defining the new UDS
  
===How can I create a new User Data Source (UDS) in Spatial Manager Desktop™?===
 
You can create new UDSs using the right-click menu over the "User data sources" paragraph, in the "Data sources" panel, to start the "Create user data source" wizard
 
  
 +
<span title="Spatial Manager User Data Sources (UDS)">[[Image:DS-1.PNG|border|Spatial Manager User Data Sources (UDS)|link=]]</span>
  
[[Image:DS-2.PNG|border]]
 
  
  
When you create a new UDS to connect with a particular spatial database server, you need to choose the appropriate Provider for this server, the connection parameters for the server and the name of the UDS. When you create a UDS to access a particular spatial data file, you need to also choose the appropriate Provider for this file, the file itself, the file parameters and the name of the UDS. All this data is saved, into your application configuration, until you want delete it or modify it. Note that if you choose a read-only Provider you will be able to read data through this UDS but not to write data
+
===How can I create a new User Data Source (UDS)? ("Standard" and "Professional" editions only)===
 +
You can create new UDSs in Spatial Manager Desktop™ using the right-click menu over the "User data sources" paragraph, in the "Data sources" panel, to start the "Create user data source" wizard
  
  
[[Image:DS-3B.PNG|border]]
+
<span title="Create a User Data Source">[[Image:DS-2.PNG|border|Create a User Data Source|link=]]</span>
  
  
[[Image:DS-4B.PNG|border]]
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When you create a new UDS to connect with a particular spatial database server, you need to choose the appropriate data Provider for this server, the connection parameters for the server and the name of the UDS. When you create a UDS to access a particular spatial data file, you need to also choose the appropriate data Provider for this file, the file itself, the file parameters and the name of the UDS. All this data is saved, into your application configuration, until you want delete it or modify it. Note that if you choose a read-only data Provider you will be able to read data through this UDS but not to write data
  
  
[[Image:DS-5B.PNG|border]]
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<span title="Select a Spatial Manager Data Provider">[[Image:WizCreateUDS16-2DTOP.png|border|Select a Spatial Manager Data Provider|link=]]</span>
  
  
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<span title="Define the Connection Parameters">[[Image:DS-4AC.PNG|border|Define the Connection Parameters|link=]]</span>
  
===How can I edit a User Data Source (UDS) in Spatial Manager Desktop™?===
 
You can edit a UDS using the right-click menu over the UDS item, in the "Data sources" panel, to start the "Create user data source" wizard and to proceed as you see in "How can I create a new User Data Source (UDS) in Spatial Manager Desktop™?". The only difference is that the parameters you have entered when you have created the UDS are still there to be edited. You will see a Warning window if the UDS is referenced by any Task
 
  
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<span title="Assign a Name to the new User Data Source">[[Image:DS-5AC.PNG|border|Assign a Name to the new User Data Source|link=]]</span>
  
[[Image:DS-6.png|border]]
 
  
 +
===How can I edit a User Data Source (UDS)? ("Standard" and "Professional" editions only)===
 +
You can edit a UDS in Spatial Manager Desktop™ using the right-click menu over the UDS item, in the "Data sources" panel, to start the "Create user data source" wizard and to proceed as you see in "How can I create a new User Data Source (UDS)?". The only difference is that the parameters you have entered when you have created the UDS are still there to be edited. You will see a Warning window if the UDS is referenced by any Task ("Professional" edition only)
  
  
===Can I sort the Shortcut or User Data Source (UDS) items in the "Data source" panel of Spatial Manager Desktop™?===
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<span title="Edit a User Data Source">[[Image:DS-6.png|border|Edit a User Data Source|link=]]</span>
Yes, to sort any Shortcut or UDS item in the "Data sources" panel, you must drag and drop up or down the item itself
 
  
  
  
===Are there any other functions for the User Data Sources (UDSs) in Spatial Manager Desktop™?===
+
===Are there any other functions for the User Data Sources (UDSs)? ("Standard" and "Professional" editions only)===
Yes, you can Delete (you will see a Warning window if the UDS is referenced by any Task) and Rename the UDS. You can also Refresh the UDS content and, if the UDS is connected to a file, you can open Windows explorer for the folder of the file location. All these functions are available using the right-click menu over the UDS item, in the "Data sources" panel
+
Yes, in Spatial Manager Desktop™ you can Delete (you will see a Warning window if the UDS is referenced by any Task - "Professional" edition only) and Rename the UDS. You can also Refresh the UDS content and, if the UDS is connected to a file, you can open Windows explorer for the folder of the file location. All these functions are available using the right-click menu over the UDS item, in the "Data sources" panel
  
  
[[Image:DS-7.png|border]]
+
<span title="Other User Data Source functions">[[Image:DS-7.png|border|Other User Data Source functions|link=]]</span>
  
  
===How can I recognize each different type of spatial data and its Properties in Spatial Manager Desktop™?===
 
To recognize each different type of spatial data, you will see the different icons used for each Provider in the "Data sources" panel of Spatial Manager Desktop™. In addition, when you select any data source you will see its Properties in the "Properties" panel
 
  
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===What are the warnings that may appear in the list of User Data Sources (UDSs)? ("Standard" and "Professional" editions only)===
 +
When problems occur with any UDS, such as deleted sources, incompatible UDSs, etc., warning messages may appear in the 'Spatial Manager Desktop™' "Data sources" panel that alert you about the problem caused by the corresponding inaccessible UDS
  
[[Image:DS-9.png|border]]
 
  
 +
<span title="Missing USD warning">[[Image:SPM_MissingUSD.png‎|border|Missing USD warning|link=]]</span>
  
  
===Is there any way, in addition to the Shortcuts and the UDSs, to access spatial data in Spatial Manager Desktop™?===
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<span title="USD Data Provider not available">[[Image:SPM_DataP_NotAv.png‎|border|USD Data Provider not available|link=]]</span>
Yes, you can access spatial data files directly through "My computer" paragraph in the "Data sources" panel of Spatial Manager Desktop™. However, to access spatial databases or spatial stores you should always use UDSs
 
  
  
[[Image:DS-8.png|border]]
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 +
===Can I sort the Shortcuts or User Data Sources (UDS) ("Standard" and "Professional" editions only) items in the "Data source" panel?===
 +
Yes, to sort any Shortcut or UDS ("Standard" and "Professional" editions only) item in the "Data sources" panel of Spatial Manager Desktop™, you must drag and drop up or down the item itself
 +
 
 +
 
 +
 
 +
===How can I recognize each different type of spatial data and its Properties?===
 +
To recognize each different type of spatial data, you will see the different icons used for each data Provider in the "Data sources" panel of Spatial Manager Desktop™. In addition, when you select any data source you will see its Properties in the "Properties" panel
 +
 
 +
 
 +
<span title="Different types of spatial data">[[Image:DS-9.png|border|Different types of spatial data|link=]]</span>
 +
 
 +
 
 +
 
 +
===In addition to the Shortcuts and the UDSs ("Standard" and "Professional" editions only), is there some way to access spatial data?===
 +
Yes, you can access spatial data files directly through the "My computer" node in the "Data sources" panel of Spatial Manager Desktop™. However, to access spatial databases or spatial stores you should always use UDSs
 +
 
 +
 
 +
<span title="Another way to access spatial data files">[[Image:DS-8.png|border|Another way to access spatial data files|link=]]</span>
  
  
  
 
==Related links==
 
==Related links==
*[http://www.spatialmanager.com/geo-location-of-addresses-using-google-maps-apis/#more-291 Geo-location of addresses using Google Maps APIs]
+
*[[Spatial Manager Desktop™ - FAQs: Providers|See "Providers" also]]
*[http://www.spatialmanager.com/user-data-sources-uds-files-use/ User Data Sources (UDS) for files. Why use them?]
+
*Blog posts
 +
**[https://www.spatialmanager.com/geo-location-of-addresses-using-google-maps-apis/ Geo-location of addresses using Google Maps APIs]
 +
**[https://www.spatialmanager.com/user-data-sources-uds-files-use/ User Data Sources (UDS) for files. Why use them?] ("Standard" and "Professional" editions only)
 +
**[https://www.spatialmanager.com/access-odbc-connections/ How to access ODBC connections] ("Standard" and "Professional" editions only)
 +
**[https://www.spatialmanager.com/tip-wfs-servers-return-gml-data/ Tip – WFS servers return GML data]
 +
**[https://www.spatialmanager.com/new-native-wfs-data-provider/ New native WFS data provider]
 +
**[https://www.spatialmanager.com/importing-from-excel-csv-or-odbc-data-providers/ Importing from Excel (CSV or ODBC data providers)]
 +
**[https://www.spatialmanager.com/shortcuts-how-to-use-them/ Shortcuts: How to use them]
 +
**[https://www.spatialmanager.com/accessing-user-datasets-nl-pdok-sample/ Accessing user Datasets (NL PDOK sample)]
 +
 
 +
 
 +
*[[Spatial Manager Desktop™#FAQs|Go to FAQS]]
 +
 
 +
 
 +
 
 +
[[image:SPM Desktop Wiki to Website.png|150px|link=https://www.spatialmanager.com/spm-desktop/ |Spatial Manager Desktop™ product page]] [[image:SPM Desktop Wiki to Download.png|150px|link=https://www.spatialmanager.com/download/spatial-manager-desktop/ |Download Spatial Manager Desktop™]]

Latest revision as of 11:47, 16 June 2022

Spatial Manager Desktop™ product page Download Spatial Manager Desktop™


Notes:

  • Some components in the images on this page (providers, names, windows look, etc.) may be slightly different from those that will appear on your computer
  • Some application functions need to access the Internet from the application itself. If you experiment problems in any process, ask your network administrator if there is a Proxy server installed on your network. You can configure the Proxy settings through the application options
  • Some geographic data providers (Geocode, image Maps, etc.) may need a user account, which you can configure in the Service Provider API Keys settings through the application options


Introduction

  • Objective of this section
    • To become familiar with the different methods defined in Spatial Manager Desktop™ to access spatial data
  • Topics in this section
    • Disk drives (files): disk drives or local and network folders
    • Shortcuts (files): definition and edition of access to folders
    • User data sources (UDS - files or databases): definition and edition of UDSs ("Standard" and "Professional" editions only)
    • Data sources properties: differential icons and properties ("Standard" and "Professional" editions only)


Access to disk drives, local folders, local network paths, etc.

You can access local locations (such as hard drives, removable disks, local network drives, etc.) through the "This PC" branch in the "Data sources" panel of Spatial Manager Desktop. Here you will also find access to common folders, such as Downloads, Documents, OneDrive, etc. The contextual (righ-click) options on this area will allow you Create Shortcuts (see next paragraph), and run many other disk and folder related functions


Spatial Manager Folders-Disks


Spatial Manager Folders-Disks contextual options


What are the Shortcuts?

The Shortcuts in Spatial Manager Desktop™ are the way you can reference any folder into a physical or net drive, or the drive itself, and allows you quick access to its path. You can access the Shortcuts through the "Data sources" panel


Spatial Manager Shortcuts


How can I create a new Shortcut?

You can create new Shortcuts in Spatial Manager Desktop™ using the right-click menu over the "Shortcuts" paragraph, in the "Data sources" panel, and typing a path (local or network path) or choosing a folder or drive. You can also create a new Shortcut using the right-click menu over any folder or drive item that you can see in the "Data sources" panel, to reference the path of this folder or drive


Create a new Shortcut


Create a new Shortcut - Type a local Shortcut


Create a new Shortcut - Type a network Shortcut


Create a new Shortcut - Browse for folder


Create a new Shortcut from a folder


How can I edit a Shortcut?

You can edit a Shortcut in Spatial Manager Desktop™ using the right-click menu over the item, in the "Data sources" panel, to change the path of the folder or drive referenced. You will see a Warning window if the Shortcut is referenced by any Task ("Professional" edition only)


Edit a Shortcut


Are there any other functions for the Shortcuts?

Yes, in Spatial Manager Desktop™ you can Delete (you will see a Warning window if the Shortcut is referenced by any Task - "Professional" edition only) or Rename the Shortcut. You can also Refresh the folder or drive content and you can open Windows explorer for the folder or drive referenced by the Shortcut. All these functions are available using the right-click menu over the Shortcut item, in the "Data sources" panel


Other Shortcuts functions


What are the User Data Sources (UDSs)? ("Standard" and "Professional" editions only)

The UDSs in Spatial Manager Desktop™ are the way you can connect with spatial database servers, or data stores, and also the way you can define the path to a particular spatial data file including their own connection parameters. You can access the UDSs through the "Data sources" panel

Usually the access to the data tables into the servers is tedious. Depending on the type of server, you need to enter a lot of connection parameters which are not easy to remember, such as the server name, the user, the password, the connection port, the name of the database, etc. Spatial Manager Desktop™ brings to you the concept of “User Data Source” (UDS), which allows you to store, inside your user settings, all the access parameters for the servers that you regularly connect to, by defining all the parameters once

Files: if you frequently access a file which requires some connection parameters to load it into a Map, export it or use it as part of any Task definition ("Professional" edition only), you may be interested in creating a UDS for this file access, which will also include the connection parameters you choose at the time of defining the new UDS


Spatial Manager User Data Sources (UDS)


How can I create a new User Data Source (UDS)? ("Standard" and "Professional" editions only)

You can create new UDSs in Spatial Manager Desktop™ using the right-click menu over the "User data sources" paragraph, in the "Data sources" panel, to start the "Create user data source" wizard


Create a User Data Source


When you create a new UDS to connect with a particular spatial database server, you need to choose the appropriate data Provider for this server, the connection parameters for the server and the name of the UDS. When you create a UDS to access a particular spatial data file, you need to also choose the appropriate data Provider for this file, the file itself, the file parameters and the name of the UDS. All this data is saved, into your application configuration, until you want delete it or modify it. Note that if you choose a read-only data Provider you will be able to read data through this UDS but not to write data


Select a Spatial Manager Data Provider


Define the Connection Parameters


Assign a Name to the new User Data Source


How can I edit a User Data Source (UDS)? ("Standard" and "Professional" editions only)

You can edit a UDS in Spatial Manager Desktop™ using the right-click menu over the UDS item, in the "Data sources" panel, to start the "Create user data source" wizard and to proceed as you see in "How can I create a new User Data Source (UDS)?". The only difference is that the parameters you have entered when you have created the UDS are still there to be edited. You will see a Warning window if the UDS is referenced by any Task ("Professional" edition only)


Edit a User Data Source


Are there any other functions for the User Data Sources (UDSs)? ("Standard" and "Professional" editions only)

Yes, in Spatial Manager Desktop™ you can Delete (you will see a Warning window if the UDS is referenced by any Task - "Professional" edition only) and Rename the UDS. You can also Refresh the UDS content and, if the UDS is connected to a file, you can open Windows explorer for the folder of the file location. All these functions are available using the right-click menu over the UDS item, in the "Data sources" panel


Other User Data Source functions


What are the warnings that may appear in the list of User Data Sources (UDSs)? ("Standard" and "Professional" editions only)

When problems occur with any UDS, such as deleted sources, incompatible UDSs, etc., warning messages may appear in the 'Spatial Manager Desktop™' "Data sources" panel that alert you about the problem caused by the corresponding inaccessible UDS


Missing USD warning


USD Data Provider not available


Can I sort the Shortcuts or User Data Sources (UDS) ("Standard" and "Professional" editions only) items in the "Data source" panel?

Yes, to sort any Shortcut or UDS ("Standard" and "Professional" editions only) item in the "Data sources" panel of Spatial Manager Desktop™, you must drag and drop up or down the item itself


How can I recognize each different type of spatial data and its Properties?

To recognize each different type of spatial data, you will see the different icons used for each data Provider in the "Data sources" panel of Spatial Manager Desktop™. In addition, when you select any data source you will see its Properties in the "Properties" panel


Different types of spatial data


In addition to the Shortcuts and the UDSs ("Standard" and "Professional" editions only), is there some way to access spatial data?

Yes, you can access spatial data files directly through the "My computer" node in the "Data sources" panel of Spatial Manager Desktop™. However, to access spatial databases or spatial stores you should always use UDSs


Another way to access spatial data files


Related links



Spatial Manager Desktop™ product page Download Spatial Manager Desktop™