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Merge pull request #508 from MerginMaps/migrate_esri
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Migrate from ESRI
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PeterPetrik authored Oct 23, 2024
2 parents bc38b7a + 0fe1d4a commit 62caf7b
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20 changes: 17 additions & 3 deletions scripts/wordlist.txt
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AGPL
API
APRX
AXL
ArcGIS
ArcMap
Android
ArcGIS
ArcSDE
aws
AWS
backend
Expand All @@ -27,21 +32,24 @@ ECR
EE
Emlid
EPSG
ESRI
Esri
EUIPO
EXIF
Exif
ExifTool
FID
FIDs
FieldMaps
frontend
FLX
FOSS
Garmin
GDA
gdal
GDAL
Geodatabase
Geodiff
GeoJSON
Geomax
GEOS
GeoPackage
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LGPLv
lockfile
LTR
lyr
Lutra
MAN
Mapbox
MBTiles
MDAL
MXD
MXT
MPL
MrSID
MSI
Expand All @@ -89,10 +100,10 @@ merginmaps
Multiline
nginx
NDK
OneDrive
orthometric
NMEA
NTRIP
OneDrive
orthometric
OSGB
OSM
OSTN
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QString
QgsField
Qt
QuickCapture
Qwant
QwantResearch
Recentre
Expand All @@ -138,6 +150,8 @@ SaaS
Scania
schemas
Skoda
SLYR
Survey123
Transifex
Trialing
Trimble
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2 changes: 1 addition & 1 deletion src/.vuepress/components/QGIS.vue
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<script>
export default {
name: "qgishelp",
name: "qgis",
props: {
ver: String,
link: String,
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3 changes: 2 additions & 1 deletion src/.vuepress/sidebar/en.js
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Expand Up @@ -134,7 +134,8 @@ module.exports = {
collapsable: true, // optional, defaults to true
sidebarDepth: 0, // optional, defaults to 1
children: [
'/migrate/qfield/'
'/migrate/qfield/',
'/migrate/arcgis/'
]
},
{
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1 change: 1 addition & 0 deletions src/index.md
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Expand Up @@ -110,6 +110,7 @@ The ecosystem consist of various components:

## Migrate
- [From QField](./migrate/qfield/)
- [From ArcGIS](./migrate/arcgis/)

## Support & Legal
- [Licensing](./misc/licensing/)
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102 changes: 102 additions & 0 deletions src/migrate/arcgis/index.md
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# Migrate from ArcGIS
[[toc]]

This guide is intended for current ArcGIS and ArcGIS field data collection tools users who consider switching to <QGIS link="en/site/forusers/download.html" text="QGIS" /> and <MainPlatformNameLink />. It might be helpful also for <MainPlatformName /> users looking to transfer their data from the Esri ecosystem.

From our experience, users highlight cost savings, interoperability and flexibility when using QGIS and <MainPlatformName /> in comparison with <NoSpellcheck id="Esri's" /> ArcGIS tools for field surveys such as Collector, Survey123, QuickCapture or Field Maps.

:::tip Getting familiar with <MainPlatformName />
Switching to a new platform can be challenging. This documentation is here to help with the basics as well as some more advanced or specific settings.

To get familiar with <MainPlatformNameLink />, we recommend starting with the [**tutorials**](../../tutorials/capturing-first-data/). If there are specific topics that are crucial for your workflows, feel free to explore the documentation or contact our <MerginMapsEmail id="sales" desc="sales team" /> or our <MerginMapsEmail id="support" desc="support team" /> to get more details.
:::

## ArcGIS vs QGIS ecosystems

In general, ArcGIS is a proprietary software platform while <QGIS link="en/site/forusers/download.html" text="QGIS" /> is based on open-source philosophy. As such, it is usually not easy or straightforward to have a workflow that combines both environments. Nevertheless, there are, e.g., some common [data formats](#data-formats) that can be used in both of them.

When it comes to field data collection, there are multiple applications in the ArcGIS ecosystem and also some that can be used with QGIS. One of the QGIS-based applications is <MobileAppName />: a project is created within QGIS and <MobileAppNameShort /> is used to collect, update or browse data in the field. The most similar app to <MobileAppName /> is the ArcGIS Field Maps.

Here is a comparison of the main components of both ecosystems:

| ArcGIS | <MainPlatformName /> | Component |
|---|---|---|
| ArcGIS Pro* | <QGIS link="en/site/forusers/download.html" text="QGIS" /> | desktop GIS application |
| ArcGIS QuickCapture | <MobileAppName /> | field survey application |
| ArcGIS Survey123 | <MobileAppName /> | form-based field survey application |
| ArcGIS Field Maps** | <MobileAppName /> | field survey application |
| ArcGIS Maps SDK | [Python client](../../dev/integration/#python-client-module) and QGIS API| developer SDK |

*ArcGIS Pro replaced [ArcMap](https://en.wikipedia.org/wiki/ArcMap)
**ArcGIS Field Maps replaced ArcGIS Collector since the end of [2021](https://www.Esri.com/arcgis-blog/products/collector/field-mobility/arcgis-collector-on-windows-platform-is-retired/)

## Migrate from ArcGIS to QGIS

To migrate the project, we recommend to:
1. Use the [**SLYR**](#slyr) plugin to transfer the ArcGIS project to QGIS project (including styling, etc.).
2. Convert your survey (vector) layers (e.g from Shapefile or File Geodatabase) to GeoPackage if not done already by SLYR.
3. Optionally, convert the rest of the data sources to formats [supported](../../gis/supported_formats.md) by <MainPlatformName />
4. Fine-tune the styling and settings of the layers and QGIS project

If you consider one-time conversion to open source ecosystem, we recommend to convert all data files you use in the project to formats with open standards. Read more about [**data formats**](#data-formats).

To use your QGIS project with the <MainPlatformNameLink /> platform:
1. [Sign up to <MainPlatformName />](../../setup/sign-up-to-mergin-maps/)
2. [Install the <QGISPluginName />](../../setup/install-mergin-maps-plugin-for-qgis/)
3. [Install the <MobileAppName />](../../setup/install-mobile-app/)
4. Sync the QGIS project to <MobileAppName /> using the <QGISPluginNameShort />. See how the settings done in QGIS translate to the <MobileAppNameShort />.

### SLYR

The [SLYR tool](https://north-road.com/slyr/) by [North Road](https://north-road.com) facilitates the migration from ArcGIS to QGIS by automatically converting various proprietary Esri data formats, styles and project files to QGIS-compatible formats, such as the conversion of MXD (ArcMap) and APRX (ArcGIS Pro) files to QGIS project files.

This tool helps users transition smoothly by preserving complex symbology, layouts, and project structure. It simplifies the shift from Esri tools to the open-source QGIS environment, reducing the time and effort needed to replicate existing workflows.

SLYR tool offers Community and Licensed version:
- Community version is open-sourced on <GitHubRepo id="north-road/slyr" desc="GitHub" /> and can be freely installed via QGIS Plugin Manager to extract, parse, and convert Esri `.lyr` and `.style` files to QGIS-compatible formats.
- Licensed version is closed-sourced and has features such as converting `MXD/MXT` project files to `QGS` or converting various data formats to GeoPackage, and support for exporting QGIS projects to APRX for use within ArcGIS Pro.

Full comparison of the version can be found on North Road's [SLYR project page](https://north-road.com/slyr/).

![SLYR logo](./slyr.png "SLYR logo")


### Domains

ArcGIS Pro [domains](https://pro.arcgis.com/en/pro-app/latest/help/data/geodatabases/overview/create-modify-and-delete-domains.htm) are used to restrict the valid values allowed in an attribute field.

Convert them manually to QGIS drop-down widgets - likely [Value Relation](../../layer/form-widgets) - could be time consuming. You can export the domains to CSV to be imported and set value relation widgets, along with it's custom expression visibility to mimic cascading forms.

We again recommend using QGIS, GDAL algorithms or [SLYR](#slyr) to facilitate the conversion of domains without unnecessary manual work.

### Data Formats

**Always use GeoPackage for survey layers** in <MainPlatformName />. If you use other formats it is not possible to detect changes from other users and they may be overwritten. This is one of the [best practice](../../layer/best-practice). The downside is the GeoPackage will have limited support in Esri software, e.g. some GeoPackages just cannot be opened within ArcGIS Pro. Specifically we do not recommended to keep using [Shapefile](http://switchfromshapefile.org) format.

For rest of the layers, both ArcGIS and QGIS can also handle Shapefile, GeoTIFF, GeoJSON, WMS, WFS, and PostGIS layers. See all the
[supported](../../gis/supported_formats.md) formats.

There are multiple options for data conversion. We recommend using [SLYR](#slyr) processing algorithms to convert project data to GeoPackage (GPKG). You can also use QGIS *Convert format* or *Package layers* processing algorithms. Alternatively, export your data to [formats supported by <MainPlatformName />](../../gis/supported_formats.md) in ArcGIS Pro, if you feel more comfortable doing it there. Data conversion can be done also in the console using the `ogr2ogr` command line tool.

## Hybrid setup: using Mergin Maps with ArcGIS

It is possible to use ArcGIS and <MainPlatformName /> in a hybrid setup. If you store your data in PostgreSQL/PostGIS database, you can use our [DB Sync](../../dev/dbsync/) tool to synchronise project data from PostgreSQL to <MainPlatformName /> (i.e. storing data in GeoPackages on <MainPlatformName /> server). You still need to have a QGIS project to style your GeoPackage data and set up the project (see the [Migrate section](#migrate-from-arcgis-to-qgis)).

This way you can work with your data directly in ArcGIS Pro and also use <MainPlatformName /> tools, such as <MobileAppName /> for data collection in the field. Field data can be synchronised to the <MainPlatformName /> server and then to the PostgreSQL database via **DB Sync** tool for ArcGIS use.

Note that this requires using the PostGIS geometry standard (`ST_Geometry`) and not ArcSDE geometry.

## Troubleshoot
Struggling to migrate your projects? We are happy to help you!

Book a short video call with our <MerginMapsEmail id="sales" desc="sales team" /> or ask our <MerginMapsEmail id="support" desc="support team" /> your technical questions. We also have an active open-source community:

<CommunityJoin />

If you are looking for a professional partner to migrate your workflow, ask our <MainDomainNameLink id="partners" desc="partners network"/> or <LutraConsultingWeb />, the developers of <MainPlatformName />.

<PublicImage src="logo_lutra.svg" title="Lutra Consulting Ltd. logo" style="width:50%" />

## Credits

ArcMap, ArcGIS Pro, ArcGIS Enterprise, ArcGIS Online, ArcGIS Server, ArcSDE, ArcGIS Survey123, Collector for ArcGIS, ArcGIS QuickCapture, ArcGIS FieldMaps are developed and corresponding trademarks are owned by [Esri](https://www.esri.com/en-us/home).
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2 changes: 1 addition & 1 deletion src/misc/troubleshoot/index.md
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Expand Up @@ -22,7 +22,7 @@ You can also see all your options on our <MainPlatformNameLink id="support" desc

The commercial support or consultancy for your projects is carried by <LutraConsultingWeb />

<PublicImage src="logo_lutra.svg" title="Lutra Consulting Ltd. logo" />
<PublicImage src="logo_lutra.svg" title="Lutra Consulting Ltd. logo" style="width:50%" />

Please see the <LutraConsultingWeb id="support/" desc="support packages" /> available. SLA support offers you the contracted response time, dedicated hotline as well as premium email support.

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