Esri UC 2014 | Technical Workshop |
Best Practices for your ArcGIS Online Organization
Bern Szukalski @bernszukalski
Jeff Archer @vee_dubb
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
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
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Your ArcGIS organizationYour geographic information portal
Professional GIS
Executive access
Publicengagement
Workanywhere
Knowledge workers
Developercommunity
Enterpriseintegration
ArcGIS
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Establish the vision and governance
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• 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
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• 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
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Configure your organization home
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Your organization home
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• 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
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Organization resources- Gallery
- Featured content
- Public galleries
• Map resources- Basemaps
- App templates
- Facilitate Search
Groups are building blocks
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
The first impression
Not necessarily for public access
Featured Gallery Ribbon
Organization Gallery
Organization Groups
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Embed maps and apps
• Group gallery app template
• Group gallery ribbon
• ArcGIS for open data
Other ways to deliver access to your content
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• For local government, utilities, emergency management, and more
• Download from ArcGIS Online- Group framework outline and descriptions
- Graphics
- Documentation
- Apps
Model Organizations
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
An Example
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Establish your brand
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Organization visual branding
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Organization profile
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Establish the vision and governance
• Configure your Organization Home
• Establish a brand for your content
Review and Q & A
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Organize your organization
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Groups are a frameworkSupporting departments, projects, and workflows
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Access to resources
• Collaboration within the organization
• Collaboration between organizations
Groups help organize activities
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Use consistent visual cues
• Intuitive naming conventions
• Add useful descriptions
• Pre-populate with content
• Create a resource destination
Group best practices
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Groups can be:- Private
- Organization only
- Public
• Membership:- User can apply
- Invite only
• Contributors:- Only group owner
- All members
Group affiliation
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Add useful content
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• ArcGIS services
• Shapefiles, spreadsheets, map templates, and more…
• Create new hosted services as needed
Add existing content
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Optimize for use
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Registering your ArcGIS services
(1) Add service
(2) Configure
(3) Save layer
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Make your content discoverable
Organization galleryDescription and Tags
Groups
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Thumbnails
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Better thumbnails Location hints
Graphic hints
Content hints
Hybrid
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Create useful and compelling information products
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
MapsHow we communicate geographically
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Pop-upsConsider the entire information product
Charts Images and Links
Formatted text and Charts
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
AppsPutting together the entire information experience
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Easy to configure
Configure hosted application online
Download, customize, and host from your own server
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Map viewer vs. appsDeliver your map in the right context
Map viewer (for authoring)
Storytelling basic template
Public informationtemplate
Story map tour
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Organize your organization and assets
• Add content and leverage your work
• Creating useful information products
Review and Q & A
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Invite members
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Invite users
Use enterprise logins(Best)
Assign role
Invite using file
(Pre-establish recommended)
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Built-in roles- Administrator
- Publisher
- User
• Custom roles- Based on templates
- Created by an administrator
Organization roles
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Role privilegesUser 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
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Groups can be:- Private
- Organization only
- Public
• Membership:- User can apply
- Invite only
• Contributors:- Only group owner
- All members
Group affiliation
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• 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:
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Member profiles
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Connect with enterprise workflows and systems
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Your ArcGIS organization serves everyone
ArcGIS for Desktop
Esri Maps for Office,Cognos, SAP, etc.
Collector for ArcGISDashboard for ArcGISExplorer for ArcGIS
Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |
Promote your organization
ArcGIS Online Best Practices
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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
Promote your organization
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
• Invite members
• Connect with your enterprise
• Promote your organization
Review and Q & A
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices
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
Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices