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Expand Up @@ -25,6 +25,7 @@ <h1>GeoCat Bridge for QGIS &mdash; community docs</h1>
<div class="toctree-wrapper compound">
<ul>
<li class="toctree-l1"><a href="latest/">latest</a></li>
<li class="toctree-l1"><a href="v4.4/">v4.4</a></li>
<li class="toctree-l1"><a href="v4.3/">v4.3</a></li>
<li class="toctree-l1"><a href="v4.2/">v4.2</a></li>
<li class="toctree-l1"><a href="v4.1/">v4.1</a></li>
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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: 01ee492b147aabc6ab5ba56da518065f
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


.. tip:: At the bottom of the `About` panel, it should display the |app_name| version that you are currently running.


As you can see, there are 2 more panels besides the `About` panel mentioned above:

- 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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