36
Web GIS Portals: Best Practices Chris North

Web GIS Portals: Best Practices - Esri Canada · What Is a Web GIS Portal? Portal Content GIS Workflows Applications Information Products: Web Maps & Scenes Organizing Entity for

Embed Size (px)

Citation preview

Web GIS Portals:

Best PracticesChris North

What Is a Web GIS Portal?

Portal

Content

GIS Workflows

Applications

Information Products:

Web Maps & Scenes

Organizing Entity for a Web GIS

Manages all aspects of your Web GIS…

Collaboration &

Identity

Information

Management

Organizing Web GIS

On-Premises or Online

Portal

Hosted Content and

Services

Web Apps Device Desktop

Custom Roles

Enterprise

Systems

Service

Directory

Webmaps`

Portal

Service

Directory

ArcGIS

Server

ArcGIS

Server

Web AppsDevice Desktop

Enterprise

Systems

WebmapsCustom Roles

ArcGIS Infrastructure Options

ArcGIS On-Premises ArcGIS Online

Establish the vision

and governance

1

• 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

- Meet early and often

Vision and Governance

Configure your

organization home

2

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

The first impression

Not necessarily

for public access

Featured Gallery

Ribbon

Organization

Gallery

Organization

Groups

• For local government, utilities, emergency management, and

more

• Download from ArcGIS Online

- Group framework outline and descriptions

- Graphics

- Documentation

- Apps

Model Organizations

Establish your brand

3

Thumbnails Location hints

Graphic hints

Content hints

Hybrid

Organize with Groups

4

Groups are a frameworkSupporting departments, projects, and workflows

• Access to resources

• Collaboration within the organization

• Collaboration between organizations

(Online)

• Use consistent visual cues

• Intuitive naming conventions

• Add useful descriptions

• Pre-populate with content

• Create a resource destination

Group best practices

Add useful content

5

• ArcGIS services

• Shapefiles, spreadsheets, map templates, and more…

• Create new hosted services as needed

Add existing content

Make your content discoverable

Organization galleryDescription and Tags

Groups

Embrace Identity & Roles

7

Invite users

Use enterprise logins

(Best)

Assign role

Invite using file

(Pre-establish recommended)

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

GIS Power User

• Similar to Publisher

- Publish and Create

Anything

- Share with anyone

• Select Administration

- Group management

- Content ownership

- No user management

Sample Custom

Role

Who might this be?

GIS Technical staff, Developer

Knowledge Worker

• Publish content, maps

and apps

• Limited Sharing

- Organization only

• GeoService access

- Analysis

• No Administration

Sample Custom

Role

Who might this be?

Planner, Analyst, Project Manager

Ensure User

Profiles

Monitor and Manage 8

Organization Status and Management

ArcGIS Marketplace – marketplace.arcgis.com

• GEO-Jobe free admin tools

GitHub Esri Repohttps://github.com/Esri/ago-admin-wiki

Other Tips & Tricks …

Portal Best Practices

1. Use your own Geocoding service

2. Register On-Premises ArcGIS Server services

3. Plan and optionally host core (common) feature layers

- Avoids duplication

- Make Read-Only (disable edits)

4. Limit capabilities to generate tiles (Publish hosted tile layers)

- Generate tiles in ArcGIS Desktop

5. Selectively enable GeoEnrichment (and provide training)

6. Monitor Usage and Items

- Remove unused, or low-use services

- Consolidate duplicate items

Managing Credit consumption (ArcGIS Online)

Portal Best Practices

1. Resist the urge to prevent sharing

- But, selectively permit sharing to “Public” to select few

2. Utilize “Ownership Transfer” & Groups in sharing workflow

3. Provide Group Structure & Guidelines

- Create organization wide groups by department

4. Leverage groups for project work

Sharing and Collaboration

Demos & Discussion(Time permitting)

© 2015 Esri Canada Limited. All rights reserved. Trademarks

provided under license from Environmental Systems

Research Institute, Inc. Other product and company names

mentioned herein may be trademarks or registered

trademarks of their respective owners. Errors and omissions

excepted.