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Set up OpenStreetMap

FM-Portal

IC2890
Administrator
FM-Portal

OpenStreetMap is a free, global map used in the eTASK FM portal to visualize your buildings and locations. The map displays properties with red pins and provides a clear geographical overview of your portfolio.

 Where can I find the map feature?

After successful setup, you will find the map feature in two places:

  1. Portfolio Map - Overview map of all buildings  

   Navigation: Portfolio (BIM) > Portfolio Map

  1. Building Map View - Individual view per building  

   In the respective building form under "Map View"

Step-by-step setup guide

 Step 1: Create a MapBox account

OpenStreetMap requires a free MapBox account to display the maps.

  1. Open the website: https://www.mapbox.com/signup/

  2. Register using your company email address.

  3. Confirm your email address via the link in the confirmation email.

  4. Log in to the MapBox dashboard.

Step 2: Retrieve the access token

 After logging in, you’ll need an “access token” to use the maps. 

  1. Click on Access Tokens in the MapBox dashboard.

  2. Copy the default public token (starts with `pk.`)

  3. Save the token temporarily in a text file.

Alternative: Create your own token

You can also create your own token:

Click on Create a token.

Give it a name such as "eTASK-Portal"

Select the permissions:

styles:read

fonts:read

Click on Create token.

Step 3: Save the access token in eTASK

The access token must now be configured in your eTASK FM portal. You need administrator rights to do this.

 Log in to the eTASK portal as an administrator.

  1. Navigate to: Control Panel > Portal Options > Portal Configuration

  2. Open the configuration parameter MAPBOX_ACCESS_TOKEN. Enter the token from the registration in the Configuration Value field.

  3. Click Save in the toolbar. Close the configuration parameter.

  4. Open the MAPQUEST_APP_KEY configuration parameter. Enter the token from the registration in the Configuration Value field.

  5. Click Save in the toolbar. Close the configuration parameter.

  6. If you want to customize the map display, open the configuration parameters MAPBOX_MAP_ID and MAPBOX_STYLE. MapBox offers several pre-configured display options. Here you can choose which one you want to use and set it as the configuration value accordingly.

  7. If you use eTASK.Serviceticket: When creating a service ticket, you have the option to specify an outdoor area. This is determined via location detection. If this is disabled or does not work for any reason, a predefined default location is displayed. You can specify this default location in the SELECTOR_FALLBACK configuration parameter. The location is stored in JSON format. For more information, see the configuration note.

 Click Save.

Step 4: Maintain building addresses and coordinates

 For your buildings to appear on the map, they must have address data and coordinates.

 Enter complete addresses

  1. Open a building form

  2. Make sure the following fields are filled out:

  • Street and house number

  • Zip code

  • City

  1. Save the building

When you enter a complete address, the system automatically determines the geographic coordinates (longitude and latitude). This is called "geocoding."

 Manually correct coordinates (if necessary)

If the automatically determined coordinates are inaccurate, you can adjust them manually:

  1. Open the building form

  2. Go to the Map View section.

  3. Click the cross button in the top right corner (Reset coordinates).

  4. Enter the correct coordinates:

  • **Latitude**: e.g., `50.9375`

  • **Longitude**: e.g., `6.9603`

  1. Save the building.

Tip: You can also find coordinates using Google Maps:

          Search for your building's address

        Right-click on the location → What’s here?

         The coordinates are displayed at the bottom and can be copied.

Step 5: Set up permissions

To allow users to view the Portfolio Map, they must be assigned the appropriate permissions.

  1. Navigate to: Control Panel > User Management > Roles

  2. Select the desired role (e.g., "FM Management")

  3. Search for the "Portfolio Map" permission.

  4. Check the box for Read access.

  5. Save the changes.

 Note: Without the appropriate permissions, the "Portfolio Map" menu item will not be visible to users. Ensure that all relevant roles have the necessary permissions.

Step 6: Test the feature

Once setup is complete, you should test the map feature:

 Test Portfolio Map

  • Log in as an authorized user

  • Navigate to: Portfolio (BIM) > Portfolio Map

  • The map should load and display all buildings with red pins

  • Click on a pin to view building information

Test the building map view

  • Open any building form

  • Go to the "Map View" section

  • The building should be marked with a pin on the map

Check interaction functions

  • Zoom: Mouse wheel or +/- buttons

  • Move: Hold down the left mouse button and drag

  • Rotate: Hold down the right mouse button and drag

  • Switch view: Button in the top left (Map ↔ Satellite)

Once setup is complete, you can systematically go through the portfolio and ensure that all buildings have complete addresses.

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