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