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geoSherpa Planner – Guide Menu

TOPICS

This documentation explains the geoSherpa Guide Menu and its associated functionality.

geoSherpa Planner Guide Menu

1. Create Guide

Use Create Guide to create new geoSherpa Guides. This will open dialog to allow you to enter the Guide name and site URL.

Create Guide Dialog

1. Guide Name

Enter the Guide name you wish to use.

2. Site URL

Enter the URL of the site you wish to create a geoSherpa Guide for. A preview will be shown.

3. Create Button

Click the Create button to create the geoSherpa Guide.

4. Cancel Button

If you do not want to create a site, click Cancel.

2. Clone Guide

Use Clone Guide to create a clone or copy of an existing geoSherpa Guide.

Clone Guide Dialog

1. Guide Name

Enter the Guide name you wish to use. The default name will be the name of the original Guide with ” – clone” appended.

2. Categories

Choose which categories of Guide Items (Tours, Videos, FAQs) you wish to copy. Checked categories will be copied to the new Guide.

3. Clone Guide Configuration

If checked, the Guide Configuration Settings will be copied to your new Guide. If unchecked, the Guide Configuration Settings will be returned to default.

4. Cancel Button

If you do not want to clone a geoSherpa Guide, click Cancel.

5. Clone Button

Click the Clone button to create a copy of the geoSherpa Guide.

3. Edit Guide

The Edit Guide button will open the Guide to the Tour Editing screen. This can also be done by double-clicking on the name of the geoSherpa Guide from the Guide Overview window. 

For more information, on creating Tours, Videos, and FAQs  visit the associated documentation.

4. Preview Guide

Preview Guide will open the geoSherpa Guide to allow you to test the functionality of the Guide before deploying to your users.

NOTE:

  • This preview utilizes a built-in Webkit browser similar to Chrome and Firefox. It is recommended that testing be done in all expected web browsers. 
  • geoSherpa is tested in all modern browsers. geoSherpa is not supported below Internet Explorer 11.

5. Deploy Guide

Deploy Guide opens a dialog to assist in deploying to web GIS applications. geoSherpa currently supports both Web AppBuilder for ArcGIS and Geocortex Viewer for HTML5. 

For more information, on deploying to these web GIS applications, visit the appropriate documentation.

6. Guide Configuration Settings

1. Startup Tour

This drop-down allows you to select a Tour that will automatically start each time the geoSherpa Widget is loaded. The default is None.

2. Hide Panel (Tours-Only Mode)

This option is used typically only with a single tour that is set as a Startup Tour to introduce users to the sites functionality.

3. Show Placeholder Button When Panel Closed

This option will display a floating button that will toggle the geoSherpa Panel open and closed. It is primarily intended for HTML5 Web GIS applications.

4. Panel Styling

The Panel Styling section allows you to change the default icon and text displayed on the geoSherpa Panel.

Support for i18n will be available by the end of 2019.

a. Icon Preview

A preview of the icon that will be displayed in the Guide Panel. This defaults to the geoSherpa logo. It can be changed using the following to methods.

b. Icon Upload from Local File

Pick an image from your local file system that you would like to use for the Guide Panel Icon. The image should be in .PNG or JPEG format. The final image will be rendered at 16×16 pixels.

c. Icon Upload from URL

Enter the web adress of an image that your like to use for the Guide Panel Icon. The image should be in .PNG or JPEG format. The final image will be rendered at 16×16 pixels.

d. Panel Title

Use this field to change the geoSherpa Panel title. 

e. Tours Tab Title

Use this field to change the Tours tab title. 

f. Videos Tab Title

Use this field to change the Videos tab title. 

g. FAQs Tab Title

Use this field to change the FAQs tab title. 

7. Delete Guide

The Delete Guide will open a confirmation dialog before deleting the selected Guide.

WARNING: The Guide deletion process is permanent.

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