TRAINING GUIDE. GIS Admin for Web and Tablet Map

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1 TRAINING GUIDE GIS Admin fr Web and Tablet Map

2 GIS Admin fr Web and Mbile Maps In this sessin, we ll cver the tls necessary t prperly cnfigure Lucity t wrk with yur GIS envirnment. We ll give yu infrmatin abut the cnfiguratin and settings necessary t run the Lucity web and mbile maps. Table f Cntents Intrductin... 2 Lucity Administratin Tl... 3 GIS Map Services... 3 Redlining Services... 5 Editable Services... 6 Testing Service Cnnectin... 7 GIS Map Setup... 8 Assign Maps t Grups... 8 Lgic fr determining which web map will pen fr a user... 9 Create/Edit Map Templates System Settings GIS Ruting Tab GIS Web Tab Lucity Security Prgram Lgic fr determining which web map will pen fr a user Assign a user t a default grup Assign permissin t a default grup ArcMap Lucity Alias Imprt Create Base Map Thumbnails Trubleshting Techniques Clear Lucity caches Clear Brwser cache Clear Lcal Applicatin Strage Check Lucity Web Map Lg Errr lg Feature Layer Details GIS Administratin fr Web and Mbile Maps (v2014r2) 1

3 Intrductin Sme system cnfiguratin and setup is required prir t using the web maps available with Lucity Web, Mbile and Tablet. This cnfiguratin ccurs in the Lucity Administratin tl, ArcCatalg, ArcMap, and ArcGIS Server. Lucity Administratin Setting up map and/r feature service cnnectin inf Creating map templates Specify map and/r feature service cnnectin inf Cnfigure system settings Lucity Security Assign users t default grups Verify user/grup permissins grant access t GIS Web Map ArcCatalg Assciate map/feature services fr feature classes Feature class alias assciatins ArcMap Alias Name imprt Befre yu can cnfigure web maps t use in the varius Lucity envirnments, yu must first have the basic Lucity GIS cnfiguratin cmplete. Infrmatin n setting up the initial Lucity cnfiguratin is prvided in the Lucity GIS Admin Tls dcumentatin. The fllwing pages describe the abve steps in further detail. GIS Administratin fr Web and Mbile Maps (v2014r2) 2

4 Lucity Administratin Tl The Lucity Administratin tl (Lucity.Admin.exe) is used t cnfigure varius GIS settings used with the Lucity web maps. This.exe can be fund in yur lcal wrkstatin \bin directry r can be accessed by the Start>>All Prgrams>>Lucity>>Lucity Administratin Tls GIS Map Services The GIS Map Services mdule is used t stre the services infrmatin used with the web maps. These include map services that have yur peratinal data, redlining feature services, base map services, and any ther map and/r feature services that yu want included in yur varius web maps. T add/edit/delete map services: 1. In the Lucity Administratin tl click n GIS>>Map Services 2. The fllwing dialg will appear allwing yu t edit existing services, add new services r delete services. Name: A unique name fr the service. This is used t identify the service during setup. URL: The URL f the service, r path t a lcal map package. This must include /rest after ArcGIS. In ArcGIS 10.x the service name is case sensitive Order: The rder in which map services will appear when used tgether. Lwer numbers will appear underneath higher numbers. Base map services will always be n the bttm. The Order can be verwritten fr individual maps in Map Setup Opacity: Cntrls the pacity f this service Base Map?: Mark whether a layer shuld be used as a base map. All layers marked as a Base map will be available t all users in the base map selectin tl in the webmap. This functinality des nt apply t Lucity mbile applicatins. GIS Administratin fr Web and Mbile Maps (v2014r2) 3

5 Base maps must be either a Tiled, Image, r Bing Map service Tiled?: Mark whether the service is tiled. Tiling allws multiple cncurrent requests and cached tiles perfrm faster. Has Feature Service?: This setting indicates if the map service has a crrespnding feature service. This wuld be the case if the map service had the Feature Access capability enabled n it. This functinality des nt apply t Lucity mbile applicatins. Disable Lcal Caching: Prevents the mapping tls frm using lcally cached data. They will always request the latest data frm the server. Require Lgn?: If the service is a secured service it shuld have a username and passwrd assigned. Mark this field t frce users t enter their wn lgin credentials as an added layer f security. This functinality nly applies t Lucity mbile applicatins. Username: If the map service is secured enter a user name that has permissin t access it. This is required fr secure services that cntain Lucity Operatinal Data. If n username/passwrd is prvided users will be required t lgin This functinality nly applies t Lucity mbile applicatins. Passwrd: Enter the passwrd fr the User Name. This functinality nly applies t Lucity mbile applicatins. Mbile Url: If this service will be used by Lucity Mbile use this field t enter an alternative URL fr the service that is available externally. This functinality nly applies t Lucity mbile applicatins. This map service shuld still cntain the same data as the service listed in the URL field. It is nt intended t deply different map services fr the same item. Offline Mbile Feature Service URL: If this service is part f a map that users might pull dwn t the Lucity Mbile app in Offline mde this field allws yu t enter a URL fr an alternative map service. Map services that are taken ffline have several ESRI impsed restrictins. This setting allws yu t use an unrestricted map service in yur webmap/mbile map but then when users take the map ffline it wuld autmatically switch t the alternative service that yu designed in-line with ESRI's ffline restrictins. This functinality nly applies t the Lucity mbile Andrid applicatin Prxy URL: Clients using a prxy can prvide the prxy URL here. GIS Administratin fr Web and Mbile Maps (v2014r2) 4

6 Redlining Services All the Lucity web map applicatins supprt basic redlining functinality. T enable redlining the service that cntains yur redlining layers must be added t the GIS Map Services mdule. 1. When adding redlining services, be sure t prvide the URL t the FeatureServer in the URL field nt the MapServer. 2. D nt mark the Has Feature Service ptin. The fact that yu are specifying the URL t a FeatureServer indicates that this is a Feature Service. Example: Ntes: GIS Administratin fr Web and Mbile Maps (v2014r2) 5

7 Editable Services Versin 2014r2 allws yu t cnfigure services that can be used fr editing in the Lucity web map. These service dn t need t cntain Lucity linked data, but if they d, special cnsideratin needs t be given t the restrictins f editing Lucity linked data utside f the Lucity ArcMap editing envirnment. 1. Editing functinality is currently nt available with the Lucity mbile applicatins. 2. When adding services that can be edited, be sure t prvide the URL t the MapServer NOT the FeatureServer in the URL field. 3. Check the Has Feature Service ptin. This indicates that the map service specified in the URL field has a crrespnding feature service. Example: Special Cnsideratins If editing Lucity linked data: Lucity is nt directly aware f the edits being made in the web map. The Lucity database is nt updated when yu save yur edits. In rder fr Lucity t be updated with the edits made in the web map yu must d ne f the fllwing: Setup a GIS Scheduled Task (new functinality available with 2014r2) against the underlying feature classes. r In ArcMap, using the Lucity Editr Extensin run the Frce Sync tl n the features that have been edited. Only basic editing tasks supprted. Due t the nature f maintaining inspectin and wrk histry alng with feature relatinships the fllwing edits are nt supprted and shuld be avided in the web map: Renumber (changing the FacilityID/CmmnID value fr an existing feature) Delete (deleting an existing feature) Split (splitting a sewer pipe, strm cnduit, water pipe, r a street segment/subsegment/supersegment) Merge (merging sewer pipes, strm cnduits, water pipes, r street segments/subsegments/supersegments) GIS Administratin fr Web and Mbile Maps (v2014r2) 6

8 Testing Service Cnnectin The GIS Map Services mdule prvides the ability t test the service cnnectin. This tl is helpful in validating which layers in the service are recgnized as being linked t Lucity. There are tw cnnectin tests that are perfrmed: 1. Tests the cnnectin methd used by the Lucity webmap and SOE 2. Tests the cnnectin methd used by the Lucity Spatial Updater, Lucity GIS Tasks, and Lucity t GIS updates via a Feature Service. T test a service cnnectin: 1. Select the rw(s) yu wish t test, r if n rws are selected then a test will be perfrmed against all services. 2. Click the Test buttn. 3. Once the service tests have been cmpleted, a separate dialg will appear shwing the results. If a cnnectin t a service was successful, the results will list nly the layers in that service that have been recgnized as being linked t Lucity. Example result: GIS Administratin fr Web and Mbile Maps (v2014r2) 7

9 GIS Map Setup The GIS Map Setup mdule is used t create the templates used with the varius Lucity web map applicatins. The GIS Map Setup prvides the ability t specify template permissins, which services shuld be used and the rder in which they shuld be displayed, disable any editing services, which redlining service shuld be used, an verride t the default lcatr service, amng ther settings. T add/edit/delete Map Setup templates: 1. In the Lucity Administratin tl click n GIS>>Map Setup 2. The fllwing dialg will appear allwing yu t add, edit r delete templates, alng with assigning user grups t existing map templates. Assign Maps t Grups T assign maps t user grups Nte: 1. Select a map in the Available Maps list n the left-hand side f the dialg. 2. Highlight ne r mre grups in the Available Grups list n the right-hand side f the dialg. 3. Click the Assign Maps t Grups buttn in the center f the dialg The nly grups that will appear in the Available Grups list are thse that have been assigned as a Default Grup in the Lucity Security Prgram While each map can be assigned t multiple user grups, each grup can nly be assigned t ne map. S if the Administratr grup is assigned t the Water Map, and later assigned t the Traffic Map, the Administratr grup will have access t the Traffic Map nly. GIS Administratin fr Web and Mbile Maps (v2014r2) 8

10 Lgic fr determining which web map will pen fr a user Ntes: GIS Administratin fr Web and Mbile Maps (v2014r2) 9

11 Create/Edit Map Templates T edit an existing map r create a new ne: 1. Click the Add Map Setup r Edit Map Setup buttns t pen the GIS Map Edit screen. The fllwing dialg will appear: 2. Edit the prperties n the GIS Map Edit frm as described belw. 3. Once dne click the Clse buttn. This will take yu back t the Map Setup dialg. 4. T save yur changes yu must click Save n the Map Setup dialg! GIS Map Edit Prperties Name: A unique name fr the map template. Use as Default Map: Check this bx if this shuld be the default map. The default map is autmatically pened fr all users that are nt in a grup assigned a map. There can nly be ne default map Enable Lcal Service: Check this bx if this is a template t be used with the Lucity GIS Viewer. Default Gecding URL: This is read-nly and is used t shw the URL f the default gecding service that is set in System Settings n the GIS Web tab. Gecding URL (if different than default): Enter a URL here if the gecding service used fr this map will shuld be different than the default. Redlining: T enable redlining capabilities, select the feature service frm the drp dwn that cntains the pint, line, and/r plygn redlining layers. Once the redlining feature service has been cnfigured, enter the index f the pint, line, and/r plygn redlining layer as it is listed in the service. GIS Administratin fr Web and Mbile Maps (v2014r2) 10

12 This list nly displays the feature services cnfigured in the Map Services mdule. Yu first must prvide the redlining feature service cnnectin inf Map Services. Available Web Services: Select all the services that need t be added t the map and click Add. Recrds will appear under the Services t Display in Map. D nt add any map services that will be used as a base map. Available Editable Services: Select the web services that yur users shuld be able t edit and click Add. Recrds will appear under the Services t Display in Map. This list nly displays map services that have been marked as editable via the Has Feature Service prperty in the Map Services mdule. Services t Display in Map: This grid shws all the services that will be laded int the map. Additinal prperties can be assigned t each f the services: Order: This clumn is read-nly. It is used as a reference t shw the default rder in which the services will be laded int the map. These values are defined in the Map Services mdule. Disable Identify: Check this bx t stp the identify tl frm querying that service. Disabling Identify als disables the ability t select features in that service. Disable edits: If yu included an editable service in the map, but yu dn t want users t edit these features in this particular map- check the Disable Edits bx t disable editing fr the service in this map. Order Override: This field can be used if yu wish t change the rder in which the services will be laded fr this particular map. Since the default rder is set in the Map Services mdule, it is pssible that mre than ne service has the same rder assigned, s this field can be used t verride the defaults. Ntes: GIS Administratin fr Web and Mbile Maps (v2014r2) 11

13 System Settings There are varius settings that are needed fr web maps used in the Lucity Web and Mbile applicatins. T edit the system settings: 1. In the Lucity Administratr tl click System>>Settings. 2. The fllwing dialg will appear: 3. The fllwing pages g ver the varius settings fund in System Settings dialg that impact the web maps used with Lucity Web and Mbile. GIS Ruting Tab The GIS Ruting tab f system settings cntains the ptins used fr the Lucity wrk ruting tl fund in Lucity web map. Nte: This functinality des nt apply t Lucity Mbile. Default Vehicle Start Address fr Wrk Ruting: Enter an address that the Ruting tl can use as the start lcatin. If n address is entered the first wrk rder will be used. URL fr ArcGIS Vehicle Ruting Netwrk Analysis Service: Enter the URL fr a Netwrk Analyst Service. GIS Administratin fr Web and Mbile Maps (v2014r2) 12

14 GIS Web Tab The GIS Web tab f system settings cntains the ptins used fr web maps in bth the Lucity web and mbile applicatins. Autmatically save redlining edits: (Only applies t Lucity web map) Indicates if yu want the redlining and editing tls t autmatically save edits as they are being made. If set t FALSE, then the user is respnsible fr clicking the save buttn n the edit tlbar t cmmit the changes. Due t the editing envirnment Lucity recmmends that this be set t FALSE Cmma separated criteria t use fr a where clause if parcel layer is t be queried. Keywrds are {BUILDING},{STREETNAME},{STREETNAME2},{ZIP}: (Only applies t Lucity web map) This is a template that the app can use when querying a parcel layer fr infrmatin. This template shuld specify actual field names. Example: This says the Building number is stred in the feature class in a field called ADDRESS and the Street name is stred in a field called STRNAME. ADDRESS={BUILDING} AND STRNAME='{STREETNAME}' There are fur available Keywrds {BUILDING} {STREETNAME} {STREETNAME2} {ZIP} Default Base Map Name: (Only applies t Lucity web map) Enter the name f the Map Service that shuld be the default base map. This name cmes frm the Name clumn f the GIS > Map Services screen. The Map Service referenced here must be marked as a base map. Frce the GIS Web Map t always pen t the default extent: (Only applies t Lucity web map) The webmap will nt save the extent when it clses. Instead it will autmatically pen t the default every time it is pened. GIS Administratin fr Web and Mbile Maps (v2014r2) 13

15 Operatinal Data Spatial Reference WKID: The WKID is the "Well Knwn Spatial ID" fr the peratinal data layer. This spatial reference will be used by Lucity t recrd xy crdinates and any ther spatial data. Schema name where the LiveData gedatabase repsitry is laded: N lnger used Separatr t use fr Gecding Intersectins: This setting allws agencies t specify which character their gecding service uses as a separatr character. By default this field is set t the character. Street Address Gecding Field: Which field name the gecder is based n. URL fr Gecding Service r URL t parcel layer in map service: The URL fr the gecding r parcel services fr finding addresses. Mbile maps nly supprt the gecding service ptin. If using a parcel service be sure t enter the URL fr the map service and add the layer number t the end. S if the parcel layer is the 10th layer in the service the end f the url will lk smething like...rest/services/baselayers/mapserver/10 URL fr Gemetry Service: This is an ArcGIS Gemetry service which is used fr gemetry peratins in the map such as buffering and reprjectin f crdinates. This is required fr the webmap. Use an address layer fr address queries instead f gecding service: (Only applies t Lucity web map) Allws users t use a parcel layer instead f a gecding layer. Use GIS Viewer instead f GIS Web fr Shw in Map: (Only applies t Lucity web map) Frces the Web shw in map t launch the Lucity GIS Viewer, instead f the Lucity Web Map. Ntes: GIS Administratin fr Web and Mbile Maps (v2014r2) 14

16 Lucity Security Prgram The Lucity Security prgram (Lucity.Security.exe) can be used t assign default grups t users. Default grups are necessary t assigning user access t the varius map templates. This.exe can be fund in yur lcal wrkstatin \bin directry r can be accessed by the Start>>All Prgrams>>Lucity>>Lucity Security Lgic fr determining which web map will pen fr a user GIS Administratin fr Web and Mbile Maps (v2014r2) 15

17 Assign a user t a default grup Since users are nt directly assigned t map templates, but rather it is their default user grup that determines which map template will be used it is imprtant t make sure that a user has been assigned t the apprpriate default user grup. T mdify a default grup fr a user: 1. In the Lucity Security prgram click n Security>>Users/Grups Setup 2. The fllwing dialg will appear allwing yu t edit existing users and grups. 3. Click n the user and select Edit User(s), r duble-click n the user. The fllwing dialg will pen: 4. T assign the user t a default grup, select a grup frm the Default Rules Grup drpdwn. 5. Click Ok t save changes. GIS Administratin fr Web and Mbile Maps (v2014r2) 16

18 Assign permissin t a default grup Since users are nt directly assigned t map templates, but rather it is their default user grup that determines which map template will be used it is imprtant t make sure that default user grups have the permissin t run the GIS Web Map. T mdify permissins fr a grup: 1. In the Lucity Security prgram click n Security>>Permissin Setup 2. The fllwing dialg will appear: 3. Select the default user grup frm the list. 4. Verify that under Assigned Permissins the grup has the run permissin fr GIS Web Map. If nt, select the Run permissin and click Grant. 5. Repeat fr all default user grups that have been assigned t a map template in UI Admin s Map Setup mdule. GIS Administratin fr Web and Mbile Maps (v2014r2) 17

19 ArcMap There are a few tls prvided with the Lucity extensin in ArcMap that facilitate the setup/cnfiguratin f Lucity t wrk with the feature/map services. Lucity Alias Imprt In rder fr Lucity GIS t recgnize a layer in a service as being linked t a Lucity mdule it must knw the layer s alias as it is listed in the service. The Lucity Manager tlbar in ArcMap prvides an Alias Imprt tl that facilitates the prcess f assigning alias names t Lucity linked feature classes. Alng with assciating alias names the tl als prvides sme basic validatin that warns the user f issues that may cause the Lucity GIS tls t fail when interacting with the service. It is strngly recmmended that running the Lucity Alias Imprt tl be part f yur rutine when publishing services that will be cnsumed by any f the Lucity GIS tls and applicatins. Besides updating the alias cnfiguratin in Lucity, it als validates that each feature class linked t Lucity has the fllwing fields: OID, Shape, Lucity AutID, FacilityID Each feature class can be assigned t multiple aliases, but each alias must be assigned t nly ne feature class. T run the Lucity Alias Imprt: 1. In ArcMap, prir t publishing a map/feature service frm the.mxd yu will want t run the Alias Imprt tl. On the Lucity Editr Tlbar click Alias Imprt. 2. Yu will receive the fllwing prmpt cnfirming that yu are abut t mdify the alias names as they are defined in the Lucity GIS cnfiguratin. 3. The results are displayed in the Lucity prcess lg. GIS Administratin fr Web and Mbile Maps (v2014r2) 18

20 Create Base Map Thumbnails The Base Map tl in the Lucity web map allws users t switch what base map shuld be displayed in the map. This tl als prvides the ability t display a small thumbnail image t help the user determine what data is represented in the base map. This is nt required t use the Base Map tl, it is just adds that little bit f additinal infrmatin in describing the base map. T create a basemap thumbnail: 1. In ArcMap, pen the.mxd that was used t publish the cached map service and capture screensht within the Map Dcument windw. 2. Resize the screen captured image t be 200 x 133 pixels. This is the recmmended size. 3. Save the image as a PNG and name the image the same name as the map service int inetpub\wwwrt\lucityweb\clientbin\gis\basemapthumbnails 4. Afterwards, yu shuld see the new thumbnail when referencing the basemap. GIS Administratin fr Web and Mbile Maps (v2014r2) 19

21 Trubleshting Techniques In many cases when dealing with multiple slutins, trubleshting can be smewhat f an issue. If experiencing issues r prblems with the Lucity sftware, yu can always cntact Lucity supprt. Hwever, there are a few things t check if yu wuld like t trublesht issues n yur wn. Clear Lucity caches After changing GIS settings in Lucity that are used by the Lucity web maps, yu shuld clear the Lucity caches. The fllwing are sme GIS changes that may require a clearing f the Lucity caches: Any change t feature class r field mappings made in the Lucity Gedatabase Cnfiguratin tl in ArcCatalg. Alias changes made by the Lucity Alias Imprt tl in ArcMap. System setting changes made in Lucity UI Admin tl. Changes t map/feature services and map setup templates made in Lucity UI Admin tl. If yu made a change t ne f the abve items, yet the change desn t seem t have taken in the web map, then yu shuld clear the Lucity cache t try and reslve the issue. The fllwing are the steps needed t clear the Lucity caches: 1. In the Lucity Administratin tl click n System>>Manage Web Site Caches 2. The fllwing dialg will appear. Yu can clear individual caches; therwise, t ensure all the GIS caches are cleared, simply click Clear all Caches. 3. Clse ut f UI Admin and repen the Lucity web map t cnfirm yur changes have taken. GIS Administratin fr Web and Mbile Maps (v2014r2) 20

22 Clear Brwser cache If yu changed the GIS settings in Lucity that are used by the Lucity web maps and yu cleared the Lucity cache, but the changes still haven t taken in the web map, yu may need t try and clear yur brwser cache. Obviusly, hw t clear yur brwser cache depends n which web brwser yu are using. Belw are sme examples fr the cmmn brwsers: Fr Chrme: 1. Clse ut f the Lucity web map, g t Settings>>Tls>>Clear brwsing data 2. On the Clear brwsing data frm be sure that the Cached images and files ptin is checked. Click Clear brwsing data. GIS Administratin fr Web and Mbile Maps (v2014r2) 21

23 Fr IE: 1. Clse ut f the Lucity web map, g t Settings>>Safety>>Delete brwsing histry 2. On the Delete Brwsing Histry frm be sure that the Temprary Internet files and website files ptin is checked. Click Delete. GIS Administratin fr Web and Mbile Maps (v2014r2) 22

24 Clear Lcal Applicatin Strage The Lucity web map saves sme user settings lcally in the Silverlight Applicatin Strage. Althugh, these settings are saved autmatically and are updated during nrmal Lucity web map usage, it is pssible that a crrupt setting is causing abnrmal behavir with the web map. The fllwing are the current Lucity GIS settings stred in the Silverlight Applicatin Strage: Default web map Default map extent Default selectin tl Wrk rder view r edit prmpt Visible layers Nn-Selectable layers Display preferences (custm setting name, main selectin clr, secndary selectin clr, revert t pan ptin). Suppress print instructins The fllwing are the steps needed t delete the Lucity settings frm the Silverlight Applicatin Strage: 1. Brwse t the Lucity web map, right-click in the map and select Silverlight. 2. The Micrsft Silverlight Cnfiguratin frm will appear. G t the Applicatin Strage tab. GIS Administratin fr Web and Mbile Maps (v2014r2) 23

25 3. On the Applicatin Strage tab, select the Lucity web map site. If yu are unsure f the web site, check the URL t the Lucity web map. Click Delete. 4. Repen the Lucity web map page fr the page t be laded with n user defaults. Ntes: GIS Administratin fr Web and Mbile Maps (v2014r2) 24

26 Check Lucity Web Map Lg The majrity f the Lucity web map tls if encuntered an errr will display a message t the user t check the Lucity lg fr further details. The lg may cntain additinal details t help explain the issue and can be helpful t Lucity supprt if assisting with trubleshting. Errr lg The fllwing are the steps needed t access the Lucity web map errr lg: 1. In the Lucity web map click the Lucity lg buttn. 2. Yu will receive the fllwing prmpt in which yu shuld check Lg and click OK. 3. The lg windw will appear. Yu have the ptin t Cpy the cntents which is helpful when prviding the infrmatin t Lucity supprt. GIS Administratin fr Web and Mbile Maps (v2014r2) 25

27 Feature Layer Details The Lucity web map lg als prvides a tl t verify which layers in the map are integrated with a Lucity mdule. This is helpful when trubleshting issues invlving layers in the map. Sme web map tls nly wrk n Lucity linked layers, s the Feature Layer Details lg will help verify what thse layers are. The fllwing are the steps needed t access the Lucity feature layer details lg: 1. In the Lucity web map click the Lucity lg buttn. 2. Yu will receive the fllwing prmpt in which yu shuld check Feature Layer Details and click OK. 3. The lg windw will appear. Yu have the ptin t Cpy the cntents which is helpful when prviding the infrmatin t Lucity supprt. Nte: Only layers that have been recgnized as being linked t Lucity will be listed. It prvides the layer index, the Lucity inventry type with descriptin, and infrmatin regarding linking fields. The mst cmmn reasn why a layer isn t listed is because the layer s alias has nt been prperly defined in Lucity. GIS Administratin fr Web and Mbile Maps (v2014r2) 26

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