Project Territory (Markup) Plugin

One of the key benefits of EasyTerritory is the ability to make territory data available through a REST API. This is accomplished using the Project Territory (Markup) Plugin.

The plugin allows users to:

• Persist territory polygon data to SQL Server
• Expose territory data for use by the EasyTerritory REST API
• Create reusable catalog layers based on territory boundaries

This plugin is a foundational component used by other EasyTerritory features, including territory lookups and workflow plugins.

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Step 1. Creating the Source Project

The first step in setting up the Project Territory (Markup) Plugin is to create a source project containing your territory definitions.

1. Create a new EasyTerritory project.
2. Build your territories using one or more geographic boundary layers, such as:
   • ZIP / Postal Code boundaries
   • County boundaries
   • State boundaries

Territory Hierarchies

Territory hierarchies can be represented in two ways:

• Using Groups in the Markup Panel
• Using pipe-delimited values in the territory name

Both approaches are supported and can be used together as needed.

Step 2: Obtaining the Project ID

Once your territories are built, obtain the Project ID for the source project.

• Copy the Project ID.
• Open the Admin panel.
• Navigate to the Projects tab.
• Select the source project.

Step 3: Setup the Plugin

With the Project ID available, configure the Project Territory (Markup) Plugin.

• In the Admin panel, go to the Settings tab.
• Scroll to Plugin Configuration.
• Click + Item to add a new plugin configuration.

• Enter a name for the plugin.
• In the Assembly dropdown, select: OpenIntel.Plugins.SaveProjectMarkup

• In the Class dropdown, select: OpenIntel.Plugins.SaveProjectMarkup.PostProjectSave

• Enter the Project ID of the source project that you saved for the plugin.

• In Affected Layer IDs, enter: ProjectMarkupPolygons

• Under Configuration, select: No configuration

• Click Save

Step 4: Run the Plugin

After the plugin is saved:

• A new checkbox will appear prompting you to Run the Plugin.
• Return to the source project.
• Click Save Project.

When the project is saved with this option selected:

• Territory polygon data is written to SQL Server
• Territory data becomes available via the EasyTerritory REST API
• The territory data can be used to create catalog layers for other projects

Instructions for creating a catalog layer based on this data are available in the catalog setup documentation.

For additional help please email: [email protected]