Download - Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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Page 1: 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

Page 2: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 3: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

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Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Establish the vision and governance

ArcGIS Online Best Practices

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Page 5: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 6: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

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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

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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

Page 10: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 11: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

The first impression

Not necessarily for public access

Featured Gallery Ribbon

Organization Gallery

Organization Groups

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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

Page 13: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 14: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

An Example

Page 15: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Organization profile

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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

Page 19: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

• Access to resources

• Collaboration within the organization

• Collaboration between organizations

Groups help organize activities

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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

Page 23: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 24: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Optimize for use

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Registering your ArcGIS services

(1) Add service

(2) Configure

(3) Save layer

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Make your content discoverable

Organization galleryDescription and Tags

Groups

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Thumbnails

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Better thumbnails Location hints

Graphic hints

Content hints

Hybrid

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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

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Pop-upsConsider the entire information product

Charts Images and Links

Formatted text and Charts

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

AppsPutting together the entire information experience

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Easy to configure

Configure hosted application online

Download, customize, and host from your own server

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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

Page 37: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 38: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Invite members

ArcGIS Online Best Practices

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Page 39: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Invite users

Use enterprise logins(Best)

Assign role

Invite using file

(Pre-establish recommended)

Page 40: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 41: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 42: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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

Page 43: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

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:

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Member profiles

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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

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Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Promote your organization

ArcGIS Online Best Practices

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Page 48: Esri 2014 User Conference - ArcGIS Online Best Practices Technical Workshop

Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

Promote your organization

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices

• Invite members

• Connect with your enterprise

• Promote your organization

Review and Q & A

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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

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Esri UC 2014 | Technical Workshop | ArcGIS Online Best Practices