Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

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

• 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

• 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

Configure your organization home

Your organization home

• 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

• Organization resources- Gallery

- Featured content

- Public galleries

• Map resources- Basemaps

- App templates

- Facilitate Search

Groups are building blocks

The first impression

Not necessarily for public access

Featured Gallery Ribbon

Organization Gallery

Organization Groups

• Embed maps and apps

• Group gallery app template

• Group gallery ribbon

• ArcGIS for open data

Other ways to deliver access to your content

• For local government, utilities, emergency management, and more

• Download from ArcGIS Online- Group framework outline and descriptions

- Graphics

- Documentation

- Apps

Model Organizations

An Example

Establish your brand

Organization visual branding

Organization profile

• Establish the vision and governance

• Configure your Organization Home

• Establish a brand for your content

Review and Q & A

Organize your organization

Groups are a frameworkSupporting departments, projects, and workflows

• Access to resources

• Collaboration within the organization

• Collaboration between organizations

Groups help organize activities

• Use consistent visual cues

• Intuitive naming conventions

• Add useful descriptions

• Pre-populate with content

• Create a resource destination

Group best practices

• Groups can be:- Private

- Organization only

- Public

• Membership:- User can apply

- Invite only

• Contributors:- Only group owner

- All members

Group affiliation

Add useful content

• ArcGIS services

• Shapefiles, spreadsheets, map templates, and more…

• Create new hosted services as needed

Add existing content

Optimize for use

Registering your ArcGIS services

(1) Add service

(2) Configure

(3) Save layer

Make your content discoverable

Organization galleryDescription and Tags

Groups

Thumbnails

Better thumbnails Location hints

Graphic hints

Content hints

Hybrid

Create useful and compelling information products

MapsHow we communicate geographically

Pop-upsConsider the entire information product

Charts Images and Links

Formatted text and Charts

AppsPutting together the entire information experience

Easy to configure

Configure hosted application online

Download, customize, and host from your own server

Map viewer vs. appsDeliver your map in the right context

Map viewer (for authoring)

Storytelling basic template

Public informationtemplate

Story map tour

• Organize your organization and assets

• Add content and leverage your work

• Creating useful information products

Review and Q & A

Invite members

Invite users

Use enterprise logins(Best)

Assign role

Invite using file

(Pre-establish recommended)

• Built-in roles- Administrator

- Publisher

- User

• Custom roles- Based on templates

- Created by an administrator

Organization roles

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

• Groups can be:- Private

- Organization only

- Public

• Membership:- User can apply

- Invite only

• Contributors:- Only group owner

- All members

Group affiliation

• 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:

Member profiles

Connect with enterprise workflows and systems

Your ArcGIS organization serves everyone

ArcGIS for Desktop

Esri Maps for Office,Cognos, SAP, etc.

Collector for ArcGISDashboard for ArcGISExplorer for ArcGIS

Promote your organization

• Invite members

• Connect with your enterprise

• Promote your organization

Review and Q & A

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 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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