Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop
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Esri 2014 User Conference Technical Workshop - ArcGIS Online Best Practices
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Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop
- 1. Esri UC 2014 | Technical Workshop | Best Practices for your ArcGIS Online Organization Bern Szukalski @bernszukalski Jeff Archer @vee_dubb
- 2. Esri UC 2014 | Technical Workshop | Best Practices for your ArcGIS Organization • Not a step-by-step how to, but guidance and tips • A discussion of best practices for you to consider • Topics - Establish your ArcGIS organization - Configure for best experience - Engage users • Software demonstrations, and Q&A Workshop Overview ArcGIS Online Best Practices
- 3. Esri UC 2014 | Technical Workshop | Your ArcGIS organization Your geographic information portal ArcGIS Online Best Practices Professional GIS Executive access Public engagement Work anywhere Knowledge workers Developer community Enterprise integration ArcGIS
- 4. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Establish the vision and governance ArcGIS Online Best Practices
- 5. Esri UC 2014 | Technical Workshop | • Know the answers to these questions – - Who are the champions? - Who are the stakeholders? - What is the mission and vision? - What workflows will it support? - What are the deliverables? - Who is the audience? • Consider the following- - Establish a curator, or group of curators - Form a governance committee Vison and Governance ArcGIS Online Best Practices
- 6. Esri UC 2014 | Technical Workshop | • Communicate early, often, and well • Prototype and test before rolling out • Implement successful patterns • Establish essential procedures and guidelines • Be flexible, adapt, and evolve Suggestions ArcGIS Online Best Practices
- 7. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Configure your organization home ArcGIS Online Best Practices
- 8. Esri UC 2014 | Technical Workshop | Your organization home ArcGIS Online Best Practices
- 9. Esri UC 2014 | Technical Workshop | • Home page (banner and background) • Featured content (gallery ribbon) • Gallery content • Default map and basemaps • Custom app templates • Utility services • Security settings • More… Organization settings ArcGIS Online Best Practices
- 10. Esri UC 2014 | Technical Workshop | • Organization resources - Gallery - Featured content - Public galleries • Map resources - Basemaps - App templates - Facilitate Search Groups are building blocks ArcGIS Online Best Practices
- 11. Esri UC 2014 | Technical Workshop | The first impression ArcGIS Online Best Practices Not necessarily for public access Featured Gallery Ribbon Organization Gallery Organization Groups
- 12. Esri UC 2014 | Technical Workshop | • Embed maps and apps • Group gallery app template • Group gallery ribbon • ArcGIS for open data Other ways to deliver access to your content ArcGIS Online Best Practices
- 13. Esri UC 2014 | Technical Workshop | • For local government, utilities, emergency management, and more • Download from ArcGIS Online - Group framework outline and descriptions - Graphics - Documentation - Apps Model Organizations ArcGIS Online Best Practices
- 14. Esri UC 2014 | Technical Workshop | An Example ArcGIS Online Best Practices
- 15. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Establish your brand ArcGIS Online Best Practices
- 16. Esri UC 2014 | Technical Workshop | Organization visual branding ArcGIS Online Best Practices
- 17. Esri UC 2014 | Technical Workshop | Organization profile ArcGIS Online Best Practices
- 18. Esri UC 2014 | Technical Workshop | • Establish the vision and governance • Configure your Organization Home • Establish a brand for your content Review and Q & A ArcGIS Online Best Practices
- 19. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Organize your organization ArcGIS Online Best Practices
- 20. Esri UC 2014 | Technical Workshop | Groups are a framework Supporting departments, projects, and workflows ArcGIS Online Best Practices
- 21. Esri UC 2014 | Technical Workshop | • Access to resources • Collaboration within the organization • Collaboration between organizations Groups help organize activities ArcGIS Online Best Practices
- 22. Esri UC 2014 | Technical Workshop | • Use consistent visual cues • Intuitive naming conventions • Add useful descriptions • Pre-populate with content • Create a resource destination Group best practices ArcGIS Online Best Practices
- 23. Esri UC 2014 | Technical Workshop | • Groups can be: - Private - Organization only - Public • Membership: - User can apply - Invite only • Contributors: - Only group owner - All members Group affiliation ArcGIS Online Best Practices
- 24. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Add useful content ArcGIS Online Best Practices
- 25. Esri UC 2014 | Technical Workshop | • ArcGIS services • Shapefiles, spreadsheets, map templates, and more… • Create new hosted services as needed Add existing content ArcGIS Online Best Practices
- 26. Esri UC 2014 | Technical Workshop | Optimize for use ArcGIS Online Best Practices
- 27. Esri UC 2014 | Technical Workshop | Registering your ArcGIS services ArcGIS Online Best Practices (1) Add service (2) Configure (3) Save layer
- 28. Esri UC 2014 | Technical Workshop | Make your content discoverable ArcGIS Online Best Practices Organization gallery Description and Tags Groups
- 29. Esri UC 2014 | Technical Workshop | Thumbnails ArcGIS Online Best Practices
- 30. Esri UC 2014 | Technical Workshop | Better thumbnails ArcGIS Online Best Practices Location hints Graphic hints Content hints Hybrid
- 31. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Create useful and compelling information products ArcGIS Online Best Practices
- 32. Esri UC 2014 | Technical Workshop | Maps How we communicate geographically ArcGIS Online Best Practices
- 33. Esri UC 2014 | Technical Workshop | Pop-ups Consider the entire information product ArcGIS Online Best Practices Charts Images and Links Formatted text and Charts
- 34. Esri UC 2014 | Technical Workshop | Apps Putting together the entire information experience ArcGIS Online Best Practices
- 35. Esri UC 2014 | Technical Workshop | Easy to configure ArcGIS Online Best Practices Configure hosted application online Download, customize, and host from your own server
- 36. Esri UC 2014 | Technical Workshop | Map viewer vs. apps Deliver your map in the right context ArcGIS Online Best Practices Map viewer (for authoring) Storytelling basic template Public information template Story map tour
- 37. Esri UC 2014 | Technical Workshop | • Organize your organization and assets • Add content and leverage your work • Creating useful information products Review and Q & A ArcGIS Online Best Practices
- 38. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Invite members ArcGIS Online Best Practices
- 39. Esri UC 2014 | Technical Workshop | Invite users ArcGIS Online Best Practices Use enterprise logins (Best) Assign role Invite using file (Pre-establish recommended)
- 40. Esri UC 2014 | Technical Workshop | • Built-in roles - Administrator - Publisher - User • Custom roles - Based on templates - Created by an administrator Organization roles ArcGIS Online Best Practices
- 41. Esri UC 2014 | Technical Workshop | Role privileges ArcGIS Online Best Practices User Publisher Administrator Custom Use and share maps and apps Create items Optional Join and create groups Optional Edit features Optional Perform analysis Optional Publish hosted services Optional Manage the organization and users Optional
- 42. Esri UC 2014 | Technical Workshop | • Groups can be: - Private - Organization only - Public • Membership: - User can apply - Invite only • Contributors: - Only group owner - All members Group affiliation ArcGIS Online Best Practices
- 43. Esri UC 2014 | Technical Workshop | • Please include the following slide at the end of your presentation encouraging the audience to fill out the session surveys and how to do so. • These slides should be included for: - 75 minute Technical Workshops - 30 minute Technical Workshops - Demo theaters (paper only) Notes to presenters: ArcGIS Online Best Practices
- 44. Esri UC 2014 | Technical Workshop | Member profiles ArcGIS Online Best Practices
- 45. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Connect with enterprise workflows and systems ArcGIS Online Best Practices
- 46. Esri UC 2014 | Technical Workshop | Your ArcGIS organization serves everyone ArcGIS Online Best Practices ArcGIS for Desktop Esri Maps for Office, Cognos, SAP, etc. Collector for ArcGIS Dashboard for ArcGIS Explorer for ArcGIS
- 47. Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop | Promote your organization ArcGIS Online Best Practices
- 48. Esri UC 2014 | Technical Workshop | Promote your organization ArcGIS Online Best Practices
- 49. Esri UC 2014 | Technical Workshop | • Invite members • Connect with your enterprise • Promote your organization Review and Q & A ArcGIS Online Best Practices
- 50. Esri UC 2014 | Technical Workshop | Documentation: http://doc.arcgis.com/en/arcgis-online/index.html Blog: http://blogs.esri.com/esri/arcgis/category/arcgis-online/ Online training: http://www.esri.com/training/main Resources ArcGIS Online Best Practices
- 51. Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Editor's Notes
- Esri Corporate Template v2.1 16:9 version – April 18, 2014 See http://arczone/resources/presentations.cfm for sample slides and icons
- Today we’d like to provide some guidance and tips to lifting your organization successfully, not a step-by-step how-to of the mechanics of setting up your organization, but rather some ideas and suggestions in the context of best practices for you to consider, whether you’ve already lifted your organization or are just beginning to think about it. We’ll present these as a series of steps – think of these as your steps for success. Today’s seminar will cover how to establish your ArcGIS organization, how to configure it for the best experience, and how to engage users. The format will include a discussion of the topics, software demonstrations, and question and answer sessions.
- Your ArcGIS organization is your geographic information portal. It’s where you organize, integrate, manage, and deliver your GIS. Your organization enables you to reach a broad audience that includes GIS professionals, as well as many others – executives and decision makers, knowledge workers, developers, your mobile workforce, and the public. It’s a deeply integrated and integral part of your GIS, and one of the most important components. That’s why we’re spending time today to provide some ideas and suggestions to help you create a great organization.
- Let’s begin with Step 1. In order to lift a great organization it is important to establish the vision for the organization, and how it will be governed.
- We begin with not answers, but rather questions that you will need to ask. It’s important to know the answer to these questions, such as: - who is the champion, the person with the vision? - who are the other stakeholders it should serve? what is the mission, what problems will it solve, what are the deliverables? These are all important to know the answer for, as this will guide you in your decisions. We recommend that you establish a curator or group of curators – the administrators – and consider forming a governance committee of stakeholders.
- It’s also important to: keep feedback and communication going experiment a bit before rolling things out broadly, then implement the successful patterns establish and document essential procedures and guidelines. And by the ways these documents can also be managed and shared as part of your organization’s assets. And finally, because your organization will be dynamic, you should be flexible, and be prepared to adapt, and evolve as your organization does.
- Step 2 is to configure your organization home, by creating your internal building blocks and configuring your home site.
- Your organization home page is the place visitors and organization members will start. How your home page looks, and what visitors will find there, will create first impressions - not just about you as a GIS organization, but also about the quality and veracity of what people will find there. People _do_ judge books by their cover, so it’s important to have a professional looking, aesthetic, and well-organized home page, whether you’re exposing it only within your organization, or to a more public audience. We like the examples we’ve shown here. They are great looking sites, and provide a good first impression. An impression of professionalism, and content that you can trust.
- Your organization’s look and feel is managed by the Administrator, through a series of tabbed settings that enable you to configure everything from the home page, what appears in the featured gallery ribbon, content in the organization’s gallery, and much more. These are well-covered in the Help, and check the blog posts for specific how-tos and tips. Demo Let’s take a quick peek at where these settings are configured….
- Groups are an important part of any organization, they help to organize content and bring users together around it, but they are also the building blocks for your organization. They’re used to store and manage the resources that are used to populate the gallery, featured content, and also public galleries. Groups are also used to customize how your default map works. For example, if you want to have a custom basemap gallery, collect your basemaps in a group, then use that group to override the Esri default basemaps. Groups are also used to configure custom application galleries. And groups can be used to organize content to make it easy to assemble maps. We’ll be talking more about groups and how they are used in an upcoming section.
- The first impression is very important. A great looking home lends confidence, and reflects not only upon the maps and apps that can be found there, but also reflects upon your GIS organization. So make sure the first impression is a good one, and shows professionalism. Click The featured gallery ribbon is configured using a group, and should contain some really great information products – apps or other resources which you’d like to feature. These should provide great user experiences or easy access to often used content. We recommend using application templates as a way to easily create useful information products. We’ll cover this topic in more detail a little later…. Click The organization’s gallery can contain additional resources that are often used in your organization. These can be maps and apps like you might feature on your gallery ribbon, but can also include other types of content, such as downloadable data, even websites and documents, that are important to your organizational members. It’s a good place to put that documentation about guidelines and best practices that we mentioned earlier. Click And your organization’s groups can serve as handy repositories to support departments, projects, and specific workflows. You can mix these with groups provided by Esri, or just focus on groups that are important to your organization. One thing to keep in mind, is that your organization home does not necessarily have to be a publicly accessible destination. In fact there are many reasons why your organization home might not provide the best experience if your goal is to serve a broad public audience. There are many other ways to deliver broader access to the content you store and manage in your organization.
- Other ways to provide access to content you manage in your organization include adding links to maps and apps from your public website, or embedding maps and apps in your public web pages. You can also use group galleries, and there’s a couple of configurable group gallery application templates to choose from. Group gallery ribbons can also be embedded into your public website. And something that’s relatively new is ArcGIS for Open Data. It’s a configurable application that is built-in to your organization that can deliver public access in a variety of formats from your core services. It’s the best way to create open data access and transparency. Let’s take a look at a some examples: Group gallery Embedded group gallery ribbon ArcGIS for Open Data So there are many ways, besides your organization’s home page, to offer broad access to your GIS assets.
- A great place to start is with a Model Organization. Think of these as templates for creating your own organization. They are available for many focus areas – local government, utilities, emergency management, and more. You can discover these model organizations on ArcGIS Online, and access the resources which include a suggested framework and descriptions for groups, ready-to-use graphics, thumbnail templates, and configurable apps. Let’s take a look at some of these:
- Putting these ideas together, let’s take a look at an example organization. This is the City of Minneapolis ArcGIS home. There are many other great examples of organization homes, and we can find room for improvement in this one, but we’ve chosen Minneapolis since it embraces many of the things we suggest you consider. A professional look and feel Branding and good information products on the featured gallery ribbon A good organization gallery And groups which offer destinations for resources that support projects, departments and workflows.
- In this next step we’ll take a closer look about how you can create a brand – an identifier for who you are, and what you do.. In other words, crafting an authoritative and easily recognizable identity. For example, Apple is great brand, with an easily recognizable logo. You’ll want to create a great brand for your organization, and use visual cues to make your authoritative content easy to discover.
- Here’s an example of branding from the UPLAN home – the home of the Utah Department of Transportation. Note the use of the UDOT logo on all the thumbnails, establishing a strong visual brand and enabling users searching for content on ArcGIS online to easily distinguish UDOT’s authoritative content, from other content. Click Here’s another example from the City of Greenville. It uses the “G” logo as an easy-to-recognize brand. Click Here’s another example from Draper City. It’s a different style, but is easy to recognize and provides lots of other cues about content and access. It uses the graphic template that included in local government solutions. Click Other branding styles are graphic – like this from the city of Boston Click or this example from the Resilient Communities portal. Adopting a consistent branding style makes it easy for others to find and identify your authoritative content.
- Another way to enable your authoritative content to be easily recognized and discovered, is to use one of your logins – or personas - as the representative one for your best public facing content. In this example we’ve searched for items for the City of Greenville, South Carolina. Click Note that the owner – the login or persona that owns this content – is not an individual within the organization, but rather a user profile named “City of Greenville GIS.” Note that this profile is fully documented as the official owner of content from the city, and includes contact information and other links. We think this is a very good practice to adopt, and adds professionalism to your content. So rather than let individual users own your organizations public and authoritative content, transfer ownership of at least some of your content to an organizational persona. Click Here’s another example from the Kentucky Division of Geographic Information.
- So, in this section we’ve covered: Establishing the vision and governance for your ArcGIS organization Some things to consider when configuring your Organization Home And establishing a brand, and an owner, for your public, authoritative content
- In this next step, we’ll consider how you can organize your organization, and tailor it to your own needs. We’ll also consider how to invite participants, and provide them with immediate access to essential maps, apps, and other resources.
- We’ve already talked about groups as building blocks for your organization home. But groups are also used to story and manage access to essential content to support different departments within your organization – like the planning department, or police and fire departments. Groups can also be used to story and manage assets to support specific projects, like construction projects, geodesign, and many others. Groups can also support specific workflows. One way to begin establishing groups is to consider your stakeholders. Each of those might represent a group. Some organizations begin with an org chart, and use that as a framework for creating groups. And the model organizations we mentioned previously also provide suggested frameworks for your organization. Remember that groups can come and go as needed, and that item, or assets in your organization, can be shared in multiple groups.
- Groups are really handy ways to organize your content around activities in your organization. Groups can offer an easy way for members to find the resources they need to complete their work. Groups are also the nucleus around with collaboration occurs within your organization, and also the way that you can collaborate between organizations. To accomplish the latter, create a group that will be common to your organization and other, collaborating organization, and invite members from the other organizations into your collaboration group.
- Just like creating a compelling organization home is important, so is creating a compelling group. It’s the destination where many of your users will begin their work, and can help them be productive. Best practices include using consistent visual cues, and using intuitive naming conventions. And you should also include detailed and useful descriptions, so that others can identify these resource collections easily. One of the things that we highly recommend is that you pre-populate each group with useful content and information products. The worst experience is a user that goes to a group and finds it empty. Create a “productivity destination” by seeding each group with essential maps, apps, layers, and other resources which serve the needs and workflows of group members.
- Another thing to consider is how to create groups, and enable others to participate in groups. The group owner is the one that sets these up, and is often the organization administrator for the core groups within the organization. When a group is created the owner can make decisions about whether the group is private – undiscoverable by anyone else. Or whether it can be discovered by others in the organization, or if it is publicly available. Members of groups can by admitted by invite only, or users can apply to join a group. You can also make decisions about who can contribute content to the group – perhaps just the group owner or administrator, or all members. Groups are a powerful way to organize content and empower members of your organization. So careful thought about what groups will provide the backbone of your organizational framework is time well spent, and will increase your efficiency.
- Step 5 is about adding useful content to your organization, perhaps one of the most important things you can do.
- All GIS organizations have lots of content. Existing ArcGIS services that have been published using ArcGIS for Server. Or shapefiles, spreadsheets, map templates, geoprocessing packages, and lots more – including documents, even PowerPoint presentation. You’ve already invested a lot of time and effort in publishing and archiving these assets. Your ArcGIS organization is a great way to leverage these to their fullest potential, by making them easily discoverable, and more widely available. Especially if you use ArcGIS Server, ArcGIS online is a powerful way to leverage your investment there – and make more widely available your services – so they can be leveraged in easy-to-author maps, and easy-to-configure applications. I often tell users that an ArcGIS organization is the best thing to happen to ArcGIS Server users, and it amplifies your investment by making those services more broadly accessible and usable. One thing to remember is that your use of the ArcGIS cloud doesn’t necessarily replace existing workflows, but rather it complements and extend what you already do and have in many. Using hosted services can be used to extend what you do, and enable a whole new set of user in your organization. And you can also leverage hosted services to increase your high-demand application serviceability.
- The new world of slippy maps and mashups may require you to rethink – or more accurately – reorganize your existing services. The classic style of publishing services might include many sub layers, and sub layers to sublayers, in a single service. But to facilitate use and mashups, you may want to consider reorganizing some of your existing services so they are more granular and focused. Making them more usable for self-service mapping.
- A first step to getting the most out of your ArcGIS organization is to register all your existing services. From your services directory (which is automatically created via ArcGIS Server), add your layers by copying and pasting your service endpoints and adding them as layer items in your organization. The next, and very important step, will be to configure how the layer, and more importantly the information contained within it, is displayed. This means configured the pop-up, and transforming a list of GIS attributes into something more meaningful – an information display that might include formatted text, configured attributes, and additional things like charts, images, and more. The final step is to save these layer configurations, so that other users that mashup these layers into their maps don’t have to go through the pop-up configuration steps. They can always override what you’ve saved in their web maps, but provided an excellent information presentation as a default experience is critical – but often overlooked.
- Now that you’ve added our geographic information assets, you’ll want to make it easily discoverable. Documenting your items thoroughly, and using good tags is the most important step. You will also want to make this content more easy to use and discover by placing them into groups – and we already discussed the importance of pre-populating groups with essential resources – and also thinking to include some of these core assets in your organization gallery, and other places.
- Thumbnails are also important, and like your organization home, provides a first impression of the veracity and authoritative nature of the item. ArcGIS online takes a good first cut at creating a thumbnail for services, but often it’s not quite good enough and you’ll have to make your own thumbnails. And ArcGIS online is unable to automatically create thumbnails for applications, websites, and other item types you might add. Look at these thumbnails – do they inspire confidence in the maps, apps, or layers behind them? They don’t inspire confidence or provide a sense of authoritative content to me, and I’d avoid using items that have thumbnails that look like this. If the publisher didn’t take the extra few minutes to ensure a good thumbnail, how could I trust they’ve taken the extra time ensure quality behind the thumbnails?
- It’s not hard to create better thumbnails, and certainly worth the effort for your public facing, authoritative content. You can create thumbnails using any image editing software, like photoshop or paint, and the model organizations we mentioned earlier provide easy-to-modify thumbnail templates. Here’s some things to consider: Your thumbnails might provide location hints. Looking at each of these we can figure out the geography that we might expect. You can also use graphic hints. The one in the middle suggests it’s about weather, the one on the right suggests it’s about wine, or vineyards. Content hints are also very useful. The one on the left tells me it’s about real time traffic. Theone on right I can easily identify as an excel spreadsheet. And finally, you can combine these styles together, and use content cues along with organizational branding, as we disussed previously. Thumbnails are an often overlooked, but yet very important part of any item you want to share, either withing your organization, or to a broader audience.
- Step 6 is about creating useful, and just useful, but compelling information products. But this we mean that you don’t just want to publish data, but rather you want to turn that data into something much more valuable – useful information. But beyond displaying useful information, a great information product must cover all aspects – a great map, a great display of information in those maps, and an application that makes it all come alive.
- Maps allow us to communicate geographically. And useful information begins with well-crafted maps, that begin with well-implemented services with great cartography, and take advantage of layer properties – like transparency and scale dependencies – to provide a great visual experience. This is a core part of our tradecraft as GIS and mapping professionals, and an important substrate upon which to create compelling information products.
- Going beyond the look and feel of the map, a good information product presents the attributes – the information behind the features you see in the maps – in meaningful and compelling ways. A GIS geek may be able to make sense out of a list of attributes, but leveraging all that pop-up configurations can offer will transform that uninteresting list of data into a far more meaningful and valuable information display. You should configure your maps with pop-ups that leverage charts, images, media, text, and links, to make that information come alive.
- Now you have a great map with great pop-ups, the final step is to complete the experience by creating an app. Building an app used to require a skilled programmer, and lots of work. But configurable hosted, configurable app templates make it easy for anyone to create compelling information products.
- These configurable apps are found when your share your web map, and others can be discovered on ArcGIS Online or at the story maps website. In most cases the source code is available, so you download the source and customize the app further, then publish it from your own servers. All you need to do is add your web map ID, and you’re ready to go. And more, these apps can be easily embedded into any website, providing other ways to make them available.
- The map viewer is your primary map authoring application, and while it’s easy enough to use it may not be appropriate for all audiences, like decision makers in your organization, the public, or even knowledge workers. Click But it’s easy enough to take any web map, and turn it into an app that provides a more focused experience, or supports specific workflows. Let’s take a look. http://bwszukalski.maps.arcgis.com/home/webmap/viewer.html?webmap=9632aabb3407482a9937b23d88a45b02
- In this section we’ve covered some thoughts on organizing your organization, adding content, and creating useful information products.
- Step 7 is about inviting participation in your organization, and setting them up for success.
- You can invite users in several different ways. First, you invite them one at time using their existing ArcGIS login, or by pre-establishing logins for them. If you going this route, we recommend using pre-established logins. These create a unique login by taking the first part of the members email and appending your organization name onto it. Click You can streamline the process by sending out invites in batch mode using a file you’ve created with the users name, email, and role. Click But the best way might be to use your existing logins in your organization as your ArcGIS logins. This means that the same login that is used for other work activities is the one used for your organization, and multiple logins and passwords don’t have to be remembered. Click One thing to ensure is that after the user joins, make sure they have been assigned the appropriate role.
- Your ArcGIS organizations has several built-in roles – Administrator, Publish, and User. Administrators can do everything, including configuring the home page. Publishers can use the cloud-hosted tile and feature service publishing capabilities. User can make and share maps, but can’t administer the site or use hosted publishing capabilities. Custom Roles are newly introduced, and allow you to create customized privileges for users based on role templates. To keep things simple, we recommend that you use custom roles sparingly, and think carefully about how you will want to use them. That comment aside, they are a great way to custom-tune member capabilities.
- This diagram shows some of the capabilities offered by the built-in roles, and options available for custom defined roles. Rather than explain this chart in details, just remember to go to the help documentation and search for the keyword “roles.” http://doc.arcgis.com/en/arcgis-online/reference/roles.htm
- After members have been invited and assigned a role, you’ll also want to invite them into groups, or help them set up their own groups to support their activities. Groups offer a lot of flexibility in terms of how members can discover, join, and contribute. Groups, as we’ve already seen, can be publicly accessible. They can also be kept within your organization, or can be completely private just among group members. There are also configuration options for how members can discover and join, as well as who can contribute. Just keep these things in mind as you set up your groups, and refer to the Help for more details.
- Please include the following 2 slides at the end of your presentation encouraging the audience to fill out the session surveys and how to do so. These slides should be included for: Technical Workshops 20 minute technical workshops Industry focused sessions GIS Discussion Lounge Industry focused sessions Demo theaters Surveys can be completed for: Events above plus moderated paper sessions for all conferences
- One thing each member of your organization should do is complete their profile. This tells others, either within your organization, or beyond it, who the owner of the item is, and it adds some authority. A good profile should include the user’s role in the organization, and contact information.
- And that brings us to Step 8 – connecting with existing workflows and other parts of your organization’s enterprise.
- An important thing to keep in mind is that your ArcGIS organization is not separate from the ArcGIS platform. The online capabilities of the ArcGIS platform are deeply integrated across all products for all users, and that includes GIS professionals within your organization that use ArcGIS for Desktop. It extends and complements what you already do. Desktop users can leverage the same online services, such as basemaps and layers, and can access and contribute to the other assets you store and manage in your organization, such as layer packages, map documents, add-ins, and much more. For GIS professionals, your organization not only delivers essential core services, but it also serves as a warehouse for resources and facilitates sharing. And don’t forget you can also publish directly from ArcGIS desktop using hosted service capabilities. Click Your organization is also the central hub for enabling your mobile workforce through apps like Collector for ArcGIS, and Explorer for ArcGIS. It also serves the needs of those that need to monitor, track, and record events using the operations Dashboard for ArcGIS. Click Extending even further, you can reach other users in different departments – those that might use spreadsheets everyday, or that use other enterprise information systems like Sharepoint, Cognos, SAP and more. Your organization can not only provide these users with self-service mapping capabilities, but can allow them to contribute back to your core resources. Pushing the capabilities of your organization out to a broad audiences amplifies the work you do, and adds value to your existing investments.
- Our last step for success – Step 9 – is a reminder to promote your organization.
- Following the steps we’ve outlined during this seminar, you’ve created more than just an ArcGIS organization, you’ve created an active ecosystem for geographic information that can be accessed by anyone within your organization, that facilitates your workflows, and allows you to reach a broad audience. Don’t forget to promote that fact! Some of the ways you can do that are obvious – sharing those great information products we talked about earlier, providing self-service mapping capabilities, and empowering other departments and users within your organization. You’ve done all the hard work, promote and enjoy the fruits of your labors and get the most out of your organizational investment.
- In this section we’ve covered some thoughts on organizing your organization, adding content, and creating useful information products.