GeoAnalytics Builder 1.6.0 ENG

TIBCO GeoAnalytics Builder

Content Manager – User Guide Version 1.6.0

TIBCO Software 2014 – All rights reserved TIBCO GeoAnalytics Builder 1.6.0 Content Manager User Guide

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TIBCO Software Copyright © 2014 TIBCO Software. All rights reserved. www.tibco.com


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Index

Table of Contents

Getting started with TIBCO GeoAnalytics Builder ................................................... 4

1. Connect to GeoAnalytics Builder content manager ............................................. 5

2. Navigate your data ............................................................................................. 6 A. Homepage ............................................................................................................................. 6 B. Data explorer ........................................................................................................................ 6

The visualization bar .............................................................................................................................................. 7 The toolbar ............................................................................................................................................................ 7

C. Assess the geocoding quality of your data ............................................................................ 8

3. Geocode your data ............................................................................................. 9 A. Import a data table to geocode ............................................................................................ 9

Considerations about the data table ................................................................................................................... 10 B. Create a data table manually .............................................................................................. 10

4. Manage your data ............................................................................................ 11 A. Add a new record ................................................................................................................ 11 B. Edit record(s) ....................................................................................................................... 11 C. Activate / Deactivate record(s) ........................................................................................... 11 D. Delete record(s) .................................................................................................................. 11 E. Refine geographic positions using delegation ..................................................................... 11 F. Create a filter ....................................................................................................................... 12 G. Export record(s) .................................................................................................................. 13 H. Export a table ...................................................................................................................... 13

5. Synchronize your data ...................................................................................... 14 A. Add new records to a table by uploading a file .................................................................. 14 B. Update multiple records from a table by uploading a file .................................................. 14 C. Delete multiple records fro ma table by uploading a file .................................................... 14

6. Synchronize your data using FTP Sync .............................................................. 15 A. Connect to FTP Sync ............................................................................................................ 15 B. Add new records by uploading data using FTP Sync ........................................................... 16 C. Update multiple records by uploading data using FTP Sync ............................................... 16 D. Delete multiple records from a table by uploading a file using FTP Sync ........................... 16 E. Replace full table by uploading a file using FTP Sync .......................................................... 16

Notice .................................................................................................................. 17


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Getting started with TIBCO GeoAnalytics Builder TIBCO GeoAnalytics Builder content manager enables enterprises to geocode data, assess geocoding quality and refine geographical positioning of data in a powerful way. In addition to its geocoding capabilities, GeoAnalytics Builder allows users to synchronize, manage, and visualize geospatial data. This user guide provides detailed instructions to help you accomplish specific tasks in TIBCO GeoAnalytics Builder content manager. Customer support If you encounter any problem using GeoAnalytics Builder content manager, please create a support request at http://support.tibco.com/.


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1. Connect to GeoAnalytics Builder content manager TIBCO GeoAnalytics Builder content manager runs in your web browser. To connect to GeoAnalytics Builder go to: http://geoanalyticsbuilder.tibco.com

You should already have received an email containing your credentials. If you don’t remember your password, click the “Forgot my password” button and enter your email address. A new secure password will be sent directly to your mailbox.


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2. Navigate your data

A. Homepage

The GeoAnalytics Builder homepage allows you to access all your data tables. Double click on a table icon to open it. At any time you can go back to the homepage by clicking the home button.

B. Data explorer

By default, GeoAnalytics Builder opens a table in Hybrid mode. That means your data is displayed in both map view and list view in order to provide the best navigation experience.


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The visualization bar

Number of records By default 50 records per page are displayed but you can choose to display more or less records using the “records per page” menu. Paging To go to the next or previous page, click the right or left button. View switcher Hybrid: Combines map view and list view Map: Map view only List: List view only

The toolbar

Search The content manager provides 3 ways to search through records: -‐ Quick search allows you to find all objects containing a specific word or character. -‐ Search in a column is accessible from the advanced search mode and allows users to find all records in a specific column. -‐ Proximity search is accessible from the advanced search mode and allows users to find all records around an address, defined by a radius distance. Filters The content manager provides 2 ways to filter records:


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-‐ Filter by geocoding quality: Drag the “Filter by level” slider to the desired range. -‐ Specific filters containing multiple criteria. Sort by column value You can sort your list by clicking the column name in the header.

C. Assess the geocoding quality of your data By geocoding data, GeoAnalytics Builder assigns latitudes and longitudes coordinates to your records addresses in order to display data on a map. Depending on your addresses precision, GeoAnalytics Builder assigns automatically a geocoding quality level represented by the marker color. At any moment you can get information about records geocoding quality from the list view. Mouse hover a marker and a tooltip informs you about the geocoding level how to improve it.

Geocoding levels and marker colors: Level 6 = Address level. This is the best geocoding accuracy Level 5 = Street level. Street number is required. Level 4 = Zip level. Street name and street number are required. Level 3 = City level. Zip, street name and street number are required. Level 2 = State level. City name, Zip, street name and number are required. Level 1 = Country level. State, City, Zip, Street name and number are required. Level 0 = Unable to geocode data.


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3. Geocode your data Geocoding is the process of transforming physical addresses into latitudes and longitudes in order to enable your data to be displayed and analyzed in a geographic context (on top of a map). TIBCO GeoAnalytics Builder enables geocoding of data with street level precision by importing an existing data table or by geocoding addresses manually.

A. Import a data table to geocode

You can import data from .xls, .xlsx or .txt file in GeoAnalytics Builder. 1. From the homepage, click “Import new table from .xls, .xlsx or .txt file” button. 2. Select the data table to import. 3. Enter a table name and select a table type (see Table types). 4. Check / un-‐check the column to import and assign each column to a data type. 5. Select import options (see Import options). 6. Click “Create” button. Your table is now processing and you will received an email as soon as the operation finished.


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Import options -‐ Table type: An object table contains objects only and won’t be geocoded. Object tables required data types are ID and Names only. An addresses table will be geocoded (latitude and longitude columns will be added to the table) and requires the following data types: ID, Names, Zip, City and Country. -‐ Auto-‐generate id field: If your table does not contain a unique ID column, this column will be automatically generated by checking this option. -‐ Clone (no processing): No geocoding will be done. GeoAnalytics Builder will only import the table without doing any processing. -‐ Geocode only records which are not geocoded: Only the records that do not have a latitude and longitude will be geocoded. Records already containing latitude and longitude will be kept untouched. -‐ Activate records automatically when geocoding quality reaches… : Activate publication only for records with a minimal specified geocoding quality (see “Assess the geocoding quality of your data” part).

Considerations about the data table -‐ Data must contain at least the following fields to be geocoded: Name, City, Zip and Country Code. -‐ The first line of your data table is considered as header and must contain the column names. This is not possible to import table with multiple headers. -‐ Country codes must be 2 letters countries codes as defined by ISO 3166-‐1 alpha 2. -‐ Data must use UTF-‐8 encoding format.

B. Create a data table manually GeoAnalytics Builder allows the creation of empty tables. 1. Click “Create a new button” button. 2. Select the table type (see Table types) 3. Enter a table name. 4. Add desired columns. 6. Click “Create” button. Your table is now ready and you can start adding new records by opening the table.


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4. Manage your data

A. Add a new record 1. Click the “Add new point” button. 2. Enter point information into the column. 3. Click the geocode button in order to get latitude and longitude. 4. Click the “save” button.

B. Edit record(s) Edit record information from the list 1. Select a record from the list. 2. Click the pencil icon in order to “Toggle edit mode”. 3. Edit information from the list. 4. Click the geocode button if any change has been made to the geographic information. 5. Click the “save” button. Edit geographic position without changing the address 1. Select a record from the list. 2. Click the pencil icon in order to “Toggle edit mode”. 3. From the map view, drag the point to the desired location. 4. Click the “save” button.

C. Activate / Deactivate record(s) GeoAnalytics Builder allows you to publish / un-‐publish records by checking / un-‐checking records in the “active” field. The non-‐active records are not accessible from the GeoAnalytics Builder API.

D. Delete record(s) 1. Select one or multiple records from the list. 2. Click the “Delete” button from the toolbar. 3. Confirm deletion.

E. Refine geographic positions using delegation The “Send to PinPointer” feature helps companies refine the geocoding quality of their data by delegating the task of positioning addresses to addresses owners. By using this feature, owners receive an email asking them to verify a geographic position and provide improved geographic information and position when necessary.


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Send one or multiple PinPointer request(s) 1. Select one or multiple records from the list. 2. Click the “Send to PinPointer” button. 3. Enter the email address of the owner. 4. Enter a subject and message. 4. Click “Send to PinPointer” button. Confirm PinPointer request(s) Once the owner refined the geographic position of a record, you will receive a notification from the GeoAnalytics Builder homepage. This notification lets you know a PinPointer request must be confirmed before being saved into your data table.

1. From the homepage, click the “Confirm PinPointer request” button. 2. Compare old and new information before confirmation. 3. Click the “Confirm” button or “Decline” button if you think the modifications were wrong. Modifications are now saved in your data table.

F. Create a filter Display records according to specific criteria defined by specific custom filters. 1. Open the “Filter” menu from the toolbar and select “New filter…”. 2. Enter a filter name.


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3. Setup your filter criteria. 4. Click the “Save” button. Your new filter is now accessible directly from the Filter menu. To reload your data to the initial view, select “Reset filter” from the filter menu.

G. Export record(s) GeoAnalytics Builder allows you to export records to .xls, .xlsx, .txt or .csv file. 1. Select one or multiple records to export. 2. Click the “Export” buttons. 3. Select the export format and click “Export”.

H. Export a table GeoAnalytics Builder allows you to export a full table to .xls, .xlsx, .txt or .csv file. 1. Go to homepage. 2. Select the table to export. 3. Click the “Export” buttons. 4. Select the export format and click “Export”.


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5. Synchronize your data

A. Add new records to a table by uploading a file In order to quickly add multiple records in a table, GeoAnalytics Builder allows you to upload a file containing records to add. 1. Go to the homepage and select the table you want to add records to. 2. Click the “Synchronize” button. 3. Choose the "Add" tab. 4. Click the “Browse to Add” button. 5. Select the file you want to upload. Once the operation has completed, you will receive an email and a full report.

The uploaded file must contain new records to be added but must strictly follow the same data structure.

B. Update multiple records from a table by uploading a file In order to quickly update multiple records in a table, GeoAnalytics Builder allows you to upload a file containing records to update. 1. Go to the homepage and select the table you want to update. 2. Click the “Synchronize” button. 3. Choose the “Update” tab. 4. Click the "Browse to Update" button. 5. Select the file you want to upload. Once the operation has completed, you will receive an email and a full report. The uploaded file must contain records to be updated but must strictly follow

the same data structure and the same unique IDs.

C. Delete multiple records fro ma table by uploading a file In order to quickly delete multiple records in a table, GeoAnalytics Builder allows you to upload a file containing only the records to be deleted. 1. Go to the homepage and select the table you want to delete records from. 2. Click the “Synchronize” button. 3. Choose the “Delete” tab. 4. Click the “Browse to Delete” button. 5. Select the file you want to upload. Once the operation has completed, you will receive an email and a full report.

The uploaded file must contain records to be deleted and should strictly follow the same data structure and use the same unique IDs.


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6. Synchronize your data using FTP Sync FTP Sync allows you to synchronize your data using a FTP client to add, update or delete large data sets. You can connect to FTP Sync using standard FTP clients.

A. Connect to FTP Sync FTP address: ftp://geoanalyticsbuilder.tibco.com Port: 21 Login: Your GeoAnalytics Builder login Password: Your GeoAnalytics Builder password Transfer mode: Passive Character set: UTF-‐8 Hierarchy of directories Directory Content ./upload Root Directory ./upload/Add This folder contains a list of folders

corresponding to the tables in your account you can add data to.

./upload/Add/MyTable Addresses uploaded here will be added and geocoded if you are not providing coordinates in your upload file.

./upload/Update This folder contains a list of folders corresponding to the tables in your account you can update data to.

./upload/Update/MyTable Addresses uploaded here will be updated, the ones corresponding to the primary key field values. Data are geocoded.

./upload/Delete This folder contains a list of folders corresponding to the tables in your account you can delete data to.

./upload/Delete/MyTable Addresses uploaded here will be removed from the table, the ones corresponding to the primary key field values.

./upload/Replace This folder contains a list of folders corresponding to the tables in your account you can replace entirely.

./upload/Replace/MyTable Addresses uploaded here will replace all the data from the selected table and geocoded if you are not providing coordinates in your upload file.


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B. Add new records by uploading data using FTP Sync

The uploaded file must contain only new records to add and strictly follow the same columns names structure. �1. Connect to FTP Sync and go to ./upload/Add and open the folder associated to the table you want to update. 2. Upload your file. Once the operation has completed, an email is sent to the user who has done the operation. The email contains the diagnostics of the transfer.

C. Update multiple records by uploading data using FTP Sync

The uploaded file must only contain only records to update and strictly follow the same columns names structure. Your upload file must contain the primary key field used in the destination table. �1. Connect to FTP Sync and go to ./upload/Update and open the folder associated to the table you want to update. 2. Upload your file. Once the operation has completed, an email is sent to the user who has done the operation. The email contains the diagnostics of the transfer.

D. Delete multiple records from a table by uploading a file using FTP Sync

The uploaded file must contain only records to deleted and strictly follow the same columns names structure. Your upload file must contain the primary key field used in the destination table. �1. Connect to FTP Sync and go to ./upload/Delete and open the folder associated to the table you want to update. 2. Upload your file. Once the operation has completed, an email is sent to the user who has done the operation. The email contains the diagnostics of the transfer.

E. Replace full table by uploading a file using FTP Sync

All the data initially contained in the selected will be removed and replaces by the data contained in the uploaded file. 1. Connect to FTP Sync and go to ./upload/Replace and open the folder associated to the table you want to replace. 2. Upload your file. Once the operation has completed, an email is sent to the user who has done the operation. The email contains the diagnostics of the transfer.


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Notice Copyright © TIBCO Software. All rights reserved. © 2006-‐2014 Tele Atlas. All rights reserved. Tele Atlas MultiNet v.4.6; Tele Atlas Premium Points of Interest, v.1.8; ConnectPlus, v.1.0. This material is proprietary and the subject of copyright protection, database right protection and other intellectual property rights owned by Tele Atlas or its suppliers. The use of this material is subject to the terms of a license agreement. Any unauthorised copying or disclosure of this material will lead to criminal and civil liabilities. Tele Atlas® MultiNet® Europe. Data Source © 2014 Tele Atlas B.V, based on: Tele Atlas® MultiNet® data of Austria, © BEV, GZ 1368/2003; Tele Atlas® MultiNet® data of Denmark, © DAV, violation of these copyrights shall cause legal proceedings; Tele Atlas® MultiNet® data of France, Genoroute © IGN France; Tele Atlas® MultiNet® data of Indonesia © Base data Bakosurtanal; Tele Atlas® MultiNet® data of United Kingdom (Excluding Northern Ireland), This product includes mapping data licensed from Ordnance survey with the permission of the Controller of Her Majesty's Stationery Office © Crown copyright and/or database right 20nn All rights reserved. Licence number 100026920; Tele Atlas® MultiNet® data of Northern Ireland, Ordnance Survey of Northern Ireland; Tele Atlas® MultiNet® data of Norway. © Norwegian Mapping Authority, Public Roads Administration / © Mapsolutions; Tele Atlas® MultiNet® data of Russia, © Roskartographia; Tele Atlas® MultiNet® data of Switzerland, © Swisstopo; Tele Atlas® MultiNet® data of The Netherlands, Topografische ondergrond Copyright © dienst voor het kadaster en de openbare registers, Apeldoorn 2006. !Tele Atlas® MultiNet® North America. © 2006 -‐ 2014 Tele Atlas. All rights reserved. This material is proprietary and the subject of copyright protection and other intellectual property rights owned or licensed to Tele Atlas. Tele Atlas is an authorised distributor of selected Statistics Canada computer files under Agreement number 6776. The product includes information copied with permission from Canadian authorities, including © Canada Post Corporation, GeoBase®, and Department of Natural Resources Canada, All rights reserved. The product is sourced in part from Geography Division, Statistics Canada, 2008 Road Network File (RNF), 92-‐500-‐XWE/XWF. The incorporation of data sources from Statistics Canada within this product shall not be construed as constituting an endorsement by Statistics Canada of such product. The use of this material is subject to the terms of a License Agreement. You will be held liable for any unauthorised copying or disclosure of this material.

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GeoAnalytics Builder 1.6.0 ENG