Uploaded byBern Szukalski
Esri 2016 User Conference - ArcGIS Online steps for success
The document provides best practices for using ArcGIS Online, emphasizing guidance over step-by-step instructions. It covers the importance of establishing a governance structure, understanding user needs, and effectively managing organizational content and collaboration. Additionally, it discusses the integration of services and technologies to enhance GIS implementation and public engagement.
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Esri 2016 User Conference - ArcGIS Online steps for success
- 1. ArcGIS Online Stepsfor Success – A Best Practices Approach Bern Szukalski bszukalski@esri.com @bernszukalski ArcGIS Online Steps for Success A Best Practices Approach Bern Szukalski @bernszukalski bszukalski@esri.com Jeff Archer @vee_dub jarcher@esri.com
- 2. ArcGIS Online Stepsfor Success – A Best Practices Approach • Not a step-by-step how-to, but guidance and tips • A discussion of best practices for you to consider • Software demonstrations, examples, and Q&A Session Overview
- 3. What is WebGIS? Foundation of a modern GIS • A pattern, or architectural approach • Powered by services • Components are connected • Uses a Portal • In the cloud, on premises, or both Desktop Web Device Server Online Content and Services Portal
- 4. What is aportal? Essential component of a modern GIS Portal • Framework for managing and using content • Supports Identity • Manages users and collaboration • Sharing model • GeoInformation model • Host in the Cloud (ArcGIS Online) • Host on-premises (ArcGIS Server)
- 5. Your Portal The centerof your geographic information ecosystem Knowledge Workers Professional GIS Executive Access Public Engagement Work Anywhere Enterprise IntegrationDeveloper Community Portal
- 6. Your circle ofinfluence Amplifies your work, magnifies what you do Knowledge Workers Professional GIS Executive Access Public Engagement Work Anywhere Enterprise IntegrationDeveloper Community Portal
- 7. Web GIS transformswhat we do Improves how we work, integrate, and share System of Record System of Engagement System of Insight ArcGIS Desktop ArcGIS Server Distributed Services Portal Web Maps Layers Apps Web Scenes Leverages Existing Investments
- 8. Understand your roadmapto success Establish the vision and governance
- 9. Find the rightpeople - Who are the champions? - Who are the stakeholders? - Who is the audience? Vision and Governance Consider the following - Establish a curator, or group of curators - Form a governance committee - Meet early and often Discover what they need - What is the mission and vision? - What workflows will it support? - What are the deliverables?
- 10. • Communicate early,often, and well • Establish a rough time for deliverables • Prototype and test before rolling out • Implement successful patterns • Establish essential procedures and guidelines • Be flexible, adapt, and evolve Suggestions
- 11. Establish technology framework Createa destination Configure your organization home
- 12. Consider your implementation Anintegrated Web GIS • Powered by services - Cloud (ArcGIS Online) - Your own (ArcGIS Server) • Managed in a Portal - Cloud (ArcGIS Online) - Host your own (Portal for ArcGIS) • Supporting many types of uses and users • Integrating enterprise systems Desktop Web Device Server Online Content and Services Portal
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- 14. • 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
- 15. • Organization resources -Gallery - Featured content - Public galleries • Map resources - Basemaps - App templates - Facilitate Search Groups are building blocks
- 16. The first impression Notnecessarily for public access • Appealing home page • Featured gallery, with branding • Featured links and resources • Links to city website and Open Data
- 17. • Embed mapsand apps • Group gallery apps & ribbons • Open Data for ArcGIS Other ways to deliver access to your content
- 18. ArcGIS Solution templatesfor organizations • Tailored to specific domains • Follow best practices & trends • Include: - Platform (ArcGIS organization) configurations - Configurable apps and map resources - Community
- 19. Example: ArcGIS forLocal Government
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- 27. Groups are aframework Supporting departments, projects, and workflows
- 28. • Access toresources • Collaboration within the organization • Collaboration between organizations Groups help organize activities
- 29. • Use consistentvisual cues • Intuitive naming conventions • Add useful descriptions • Pre-populate with content • Create a destination Group best practices
- 30. • Groups canbe: - Private - Organization only - Public • Membership: - User can apply - Invite only • Contributors: - Only group owner - All members Group affiliation
- 31. Using Items Add toyour favorites Share in a group you own
- 32. Favorites For often useditems, and your favorite maps and apps
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- 35. • ArcGIS services •Shapefiles, spreadsheets, map templates, and more… • Create new hosted layers as needed Add existing content
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- 37. Registering your ArcGISservices (1) Add service (2) Configure (3) Save layer
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- 39. Make your contentdiscoverable Organization gallery Description and Tags Groups
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- 41. Better thumbnails Location hints Graphichints Content hints Hybrid
- 42. After you saveand before you share... Good Thumbnail Concise Summary Great Description Good Tags Usage Notes Etc...
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- 46. Maps How we communicategeographically
- 47. Pop-ups Consider the entireinformation product Charts Images and Links Formatted text and Charts
- 48. Apps Putting together theentire information experience
- 49. Map viewer vs.apps Deliver your map in the right context Map viewer (for authoring) Storytelling basic Public Information Story Map Tour
- 50. Easy to configure Configurehosted application online Download, customize, and host from your own server
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- 53. Invite users Use enterpriselogins (Best) (Pre-establish recommended) Invite and establish Role
- 54. • Built-in roles -Administrator - Publisher - User • Custom roles - Based on templates - Created by an administrator • Credit limits Organization roles
- 55. Role privileges User PublisherAdministrator 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
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- 58. Groups support users,project, workflows Pre-populate groups with meaningful content
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- 60. Connect with enterprise workflowsand systems
- 61. Your ArcGIS organizationserves everyone ArcGIS for Desktop Esri Maps for Office, Cognos, SAP, etc. Collector for ArcGIS Dashboard for ArcGIS Explorer for ArcGIS
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- 64. • Built-in configurableapplication • Uses content within your organization • Group-based • Multiple sites • Serves data for - Developers - Contractors - Businesses - Citizens Open Data
- 65. Example: My CityHouston
- 66. Configuring Open Data (1)Settings (2) Enable Open Data (4) Configure Sites (3) Designate participating Groups
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- 69. Organization Status andManagement
- 70. ArcGIS Marketplace –marketplace.arcgis.com • GEO-Jobe free admin tools
- 71. GitHub Esri Repo- https://github.com/Esri/ago-admin-wiki • Esri/ago-admin-wiki
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- 75. Documentation: http://doc.arcgis.com/en/arcgis-online/index.html Blog: http://blogs.esri.com/esri/arcgis/category/arcgis-online/ Onlinetraining: http://www.esri.com/training/main Resources
- 76. Please take ourSurvey Your feedback allows us to help maintain high standards and to help presenters Find the session you want to review Find your event in the Esri Events App Scroll down to the bottom of the session Answer survey questions and submit
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