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# Sphinx build info version 1 | ||
# This file hashes the configuration used when building these files. When it is not found, a full rebuild will be done. | ||
config: 11b855965b2cd3b4412f8fcd22685e46 | ||
tags: 645f666f9bcd5a90fca523b33c5a78b7 |
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Background | ||
########## | ||
|
||
When publishing data to the internet it is common practice to provide | ||
the data using standardized exchange protocols. Adopting standards | ||
facilitates a wide usage of the data. Within the geospatial domain, the OGC | ||
and ISO TC211 data exchange standards are industry standards and | ||
are often required by law, e.g. the European INSPIRE regulations. | ||
|
||
The |app_name| extension takes care of exporting your map, data, styles and metadata to | ||
opensource mapping platforms that provide data exchange and catalog | ||
services that comply with these standards. |short_name| will properly link service and metadata | ||
and vice versa, so users can easily bind to a service from a catalog search result or find the | ||
relevant metadata for an exposed dataset. | ||
|
||
.. image:: ./img/catalog-service-linkage.png | ||
|
||
Serverside software components currently supported by |short_name| are GeoServer, MapServer and GeoNetwork. | ||
Some options are available to migrate data to and expose data from PostGIS. | ||
|
||
You can also choose to save the metadata and map symbology on your computer as files | ||
or in a GeoPackage so you can use them to publish on other software platforms | ||
(e.g. deegree, QGIS). | ||
|
||
Supported server types and formats | ||
================================== | ||
|
||
`GeoServer <http://geoserver.org/>`_ is the reference implementation of | ||
the Open Geospatial Consortium (OGC)_ Web Feature Service (WFS) and Web | ||
Coverage Service (WCS) standards, as well as a high performance | ||
certified compliant Web Map Service (WMS). GeoServer has a REST API, | ||
which can be used to configure feature types. |short_name| uses this API to publish data. | ||
Geoserver internally uses `SLD <https://www.opengeospatial.org/standards/sld>`_ | ||
to define the visualisation of data layers. | ||
|
||
`MapServer <https://mapserver.org>`_ is an Open Source platform for | ||
publishing spatial data and interactive mapping applications to the web. | ||
Originally developed in the mid-1990's at the University of Minnesota, | ||
MapServer is released under an MIT-style license, and runs on all major | ||
platforms (Windows, Linux, Mac OS X). | ||
Mapserver services are defined by `Mapfiles <https://www.mapserver.org/mapfile/>`_, | ||
which can be generated by |short_name|. | ||
|
||
`GeoNetwork <https://geonetwork-opensource.org>`_ is a catalog for registering | ||
assets, such as spatial datasets. It contains a CatalogService for the Web (CSW) | ||
endpoint. GeoNetwork can operate on various metadata models via a plugin mechanism. It | ||
supports ISO19115-3, ISO19139, ISO19110 and DCAT metadata standards. GeoNetwork | ||
opensource software complies with the requirements of INSPIRE discovery services and metadata. | ||
|
||
`GeoStyler <https://geostyler.org/>`_ is a JS library used in the `Shogun framework <https://github.com/terrestris/shogun-core>`_ | ||
to create generic styles. GeoServer also has a `plugin <https://docs.geoserver.org/latest/en/user/community/geostyler/index.html>`_ | ||
that allows to style layers using GeoStyler. |short_name| does not make use of the GeoStyler library, but it does use the GeoStyler format | ||
internally as an intermediate format, which can be exported as a GeoStyler style file (JSON). | ||
|
||
`Mapbox Style <https://docs.mapbox.com/mapbox-gl-js/style-spec/>`_ is a style format that defines the visual | ||
appearance of vector tiles in the `Mapbox JavaScript API <https://docs.mapbox.com/mapbox-gl-js/api/>`_. | ||
|short_name| is able to generate a Mapbox style document. | ||
|
||
`PostGIS <https://postgis.net/>`_ is a spatial extension to the popular open source Postgres database. | ||
|short_name| is able to export any local data to a remote (or local) PostGIS database, allowing it | ||
to be consumed by data services. |
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The |short_name| Dialog | ||
======================= | ||
|
||
Most of the interaction with |app_name| is done through the |short_name| dialog. | ||
To open it, select the `Publish` button on the `Web toolbar` or look for it under the |menu_name| menu. | ||
|
||
.. image:: ./img/bridgemenuentry.png | ||
|
||
The first time you open the |short_name| dialog, you will see a landing page with information about | ||
|short_name| and other |publisher| products. Follow the corresponding links to find out more about these | ||
products and how they can be used with |short_name|. | ||
|
||
.. image:: ./img/first_time.png | ||
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||
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.. tip:: At the bottom of the `About` panel, it should display the |app_name| version that you are currently running. | ||
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||
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As you can see, there are 2 more panels besides the `About` panel mentioned above: | ||
|
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- Publish | ||
- Servers | ||
|
||
We will have closer look at these panels on the following pages. | ||
|
||
Logging and error handling | ||
-------------------------- | ||
|
||
| If you are experiencing unexpected behavior, you should open the |app_name| log message panel to find out if |short_name| has been logging some errors or warnings. | ||
| This panel can be opened by clicking the "balloon" button in the lower-right corner of QGIS | ||
or by checking the :guilabel:`View` > :guilabel:`Panels` > :guilabel:`Log Messages` item from the QGIS menu bar. | ||
| In some (rare) occasions, |short_name| might raise an exception. When this happens, a dialog pops up with a Python stack trace. | ||
| If the error re-occurs, please press the :guilabel:`Send Report` button, so that we're aware of the issue and can try fixing it. | ||
Internationalization (i18n) | ||
--------------------------- | ||
|
||
|app_name| is primarily targeted towards an international audience, which means that it has an English user interface. | ||
| However, some basic translations are available for the following languages: | ||
- Dutch (Nederlands) | ||
- German (Deutsch) | ||
- Spanish (Español) | ||
|
||
| The translations will be applied automatically based on the language settings of the user. | ||
If no translation can be found for a certain text, the original text (English) will be displayed instead. |
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|plugin_name| | ||
============= | ||
|
||
|plugin_name| enables you to publish your map metadata to a spatial catalogue (CSW) | ||
like GeoNetwork, or to publish the map itself as an OGC data service (WMS/WMTS/WFS/WCS) | ||
to GeoServer or MapServer. |short_name| also offers the option to export metadata, symbology | ||
and/or data as local files. | ||
|
||
This QGIS plugin has been developed by `GeoCat <https://www.geocat.net>`_, | ||
a Dutch-Canadian company focusing on the development, customization | ||
and support of cutting-edge geospatial catalog software on both server and desktop platforms. | ||
GeoCat provides all-in-one Spatial Data Infrastructure (SDI) solutions | ||
that offer a geospatial catalog, map server and map client. | ||
The software is based on established Free and Open Source Software (FOSS4G) | ||
projects, and uses open standard protocols. | ||
|
||
|
||
Contents | ||
-------- | ||
|
||
.. toctree:: | ||
:glob: | ||
:maxdepth: 2 | ||
|
||
background | ||
installation | ||
quickstart | ||
bridge_dialog | ||
server_configuration | ||
publish | ||
metadata_editing | ||
styleviewer | ||
supported_symbology |
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Installation | ||
############ | ||
|
||
Requirements | ||
************ | ||
|
||
Client-side | ||
----------- | ||
|
||
|app_name| requires QGIS |min_qgis_ver| or newer. | ||
Both the standalone QGIS installation or the OSGeo distribution should work. | ||
|
||
QGIS users who use a QGIS version *beyond* 3.16 should verify that the ``lxml`` :ref:`Python dependency <lxml-dependency>` is available. | ||
However, this only applies if you wish to import or publish metadata using |short_name|. | ||
|
||
.. note:: If you access the internet through a proxy server, | ||
you might experience some issues while publishing data or connecting to a server. | ||
|
||
Server-side | ||
----------- | ||
|
||
GeoNetwork | ||
^^^^^^^^^^ | ||
|
||
|app_name| currently supports GeoNetwork version 3.4 and up. | ||
GeoNetwork 2.x support has been deprecated. Version 4.x is supported, but experimental. | ||
|
||
GeoServer | ||
^^^^^^^^^ | ||
|
||
- Support starts at GeoServer version 2.13 and up. However, other | ||
versions since 2.4 are expected to run fine in most of the | ||
cases. | ||
- If you wish to use a direct connection to PostGIS (i.e. let |short_name| | ||
handle the data upload instead of the GeoServer REST API), you will | ||
need to have access to that database instance. | ||
- If you wish to let GeoServer import your data into PostGIS (i.e. through | ||
the REST API instead of direct access), you need to make sure that the | ||
`Importer extension <https://docs.geoserver.org/latest/en/user/extensions/importer/index.html>`_ | ||
is available on GeoServer. | ||
If you do not know if this extension is installed, simply try to publish | ||
something and |short_name| will warn you if it isn't. | ||
|
||
MapServer | ||
^^^^^^^^^ | ||
|
||
- MapServer support starts at version 6.2 and up. | ||
However, other versions since 5.6 are expected to run fine in most of the cases. | ||
- FTP connection or file write access to MapServer project path. | ||
|
||
.. _installing-bridge: | ||
|
||
How to install | ||
************** | ||
|
||
To install the |plugin_name|, please follow these steps: | ||
|
||
1. Open the :guilabel:`QGIS Plugin Manager` by clicking on the :menuselection:`Plugins --> Manage and Install Plugins...` menu entry. | ||
|
||
.. image:: ./img/pluginmanagermenu.png | ||
|
||
You will now see a dialog similar to the one below, listing all your (pre-)installed plugins: | ||
|
||
.. image:: ./img/pluginmanager.png | ||
|
||
2. Click the :guilabel:`All` section on the sidebar to list all available plugins. Scroll down to find "|app_name|" | ||
or use the search box at the top to filter the list (e.g. by typing "|short_name|"). Clicking on the "|app_name|" plugin entry | ||
will display detailed information about the plugin: | ||
|
||
.. image:: ./img/pluginmanagerbridge.png | ||
|
||
|
||
3. Click :guilabel:`Install Plugin` and wait until |short_name| has been downloaded and installed. | ||
|
||
4. Close the Plugin Manager when done. You should now have a new menu entry under the :menuselection:`Web` menu, | ||
which contains a couple of menu items related to the |short_name| plugin: | ||
|
||
.. image:: ./img/bridgemenuentry.png | ||
|
||
5. You should also see a new toolbar button, that will open the |short_name| Publish dialog. | ||
|
||
.. image:: ./img/bridgetoolbarbutton.png | ||
|
||
|
||
In the Plugin Manager settings, note that you can configure QGIS to automatically check for plugin updates. | ||
Alternatively, you can update plugins manually using the :guilabel:`Upgrade All` button. |
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.. _MetadataEditing: | ||
|
||
Metadata Editing | ||
================ | ||
|
||
|app_name| provides a basic editor for metadata properties to create | ||
ISO19139-compliant metadata records. The purpose of this editor is to easily | ||
complete a minimal subset of required metadata elements: | ||
|
||
- Title | ||
- Abstract | ||
- ISO topic category | ||
- Keywords | ||
- Metadata contact | ||
- Data contact | ||
- Access constraints (used for data license) | ||
- Use constraints (also known as Fees) | ||
- Metadata language | ||
|
||
When publishing metadata to GeoNetwork, |short_name| will convert the QGIS metadata (QMD) into the ISO19139 format. | ||
Note that in order to do that, |short_name| uses the ``lxml`` library, which :ref:`may not be installed <lxml-dependency>`. | ||
|
||
| You can edit the |short_name| metadata fields directly, or use the QGIS metadata editor by clicking the :guilabel:`Open QGIS metadata editor` button. | ||
| Note that you can also click the :guilabel:`...` buttons next to each |short_name| metadata field to open the QGIS metadata editor a specific page: | ||
.. image:: ./img/publish_metadata.png | ||
|
||
|
||
Preview metadata | ||
---------------- | ||
|
||
To see a preview of the metadata of the selected layer, click the |previewmetadata| button. | ||
|
||
.. |previewmetadata| image:: ./img/preview_metadata_button.png | ||
|
||
This will open a new dialog and render the metadata as a simple HTML webpage: | ||
|
||
.. image:: ./img/metadata_preview.png | ||
|
||
|
||
Metadata validation | ||
------------------- | ||
|
||
|short_name| can use built-in QGIS validation tools and display the result of the metadata validation. | ||
Click the |validatemetadata| button to validate your metadata. | ||
|
||
.. |validatemetadata| image:: ./img/validation.png | ||
|
||
After validation a dialog with the results is displayed: | ||
|
||
.. image:: ./img/metadata_validation.png | ||
|
||
Load metadata | ||
------------- | ||
|
||
If your layer has metadata in ISO19139 or ESRI-ISO (ISO19115 or FGDC) format, and that metadata is available in an auxiliary file stored alongside the data file, QGIS will *not* automatically read it. | ||
|
||
| QGIS only has native support for its own `qmd` format. However, |short_name| is able to import the metadata. | ||
| Select the layer in the |short_name| dialog and click the |loadmetadata| button. | ||
.. |loadmetadata| image:: ./img/loadmetadata.png | ||
|
||
| |short_name| will look in the folder where the layer file is stored and try to find a metadata file named either `[layer_filename].[extension].xml` or `[layer_filename].xml`. | ||
| For example, for a layer data source named `countries.shp`, it will search for both `countries.shp.xml` and `countries.xml`. | ||
If such a file exists, and it is in one of the supported ISO formats mentioned above, |short_name| will convert it into the QGIS metadata format and import all elements that it could find. | ||
| If no auxiliary metadata file could be found, |short_name| will ask you if you wish to manually select it: | ||
.. image:: ./img/manually_load_metadata.png | ||
|
||
If you click :guilabel:`Yes`, a file dialog will open so you can select the metadata file to import. | ||
|
||
.. note:: - Some (non-supported) elements of the original metadata may get lost in the transformation. | ||
- Changes in the metadata editor will not be saved to the original imported metadata file. | ||
- Because of a :ref:`dependency <lxml-dependency>`, |short_name| may not be able to import metadata. | ||
If this is the case, a warning will be displayed. | ||
|
||
.. warning:: | **If you wish to persist the imported/edited metadata for another time, it is important that you | ||
save the QGIS project before your close the application.** | ||
| However, within the same QGIS session (i.e. for the time that the application is being used), | ||
the metadata for each layer will be memorized. |
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