ArcGIS Online Steps for Success
2013 Esri International User Conference July 8–12, 2013 | San Diego, California Technical Workshop
ArcGIS Online Steps for Success A Best Practices Approach for Your Organization
Bern Szukalski Jeff Archer
Esri UC2013 . Technical Workshop .
ArcGIS Online Accounts Public Accounts • No charge • Personal use (or qualifying organizations) • Basic features and capabilities
Organizational Account • Via subscription / ELA • Business / professional use • Full capabilities (publishing, access premium services) • Management framework and tools
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Establish The Vision and Governance Cultivate and support your advocates
Esri UC2013 . Technical Workshop .
Vision & Governance •
What is the mission and vision?
•
What problems will it solve?
•
What are the deliverables?
•
Who is the audience?
•
Establish a curator, or group of curators
•
Form a governance committee
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Things to consider •
Prototype and test before rolling out
•
Experiment, then implement success
•
Establish essential procedures and guidelines
•
Be flexible, adapt, and evolve
•
Communicate early, often, and well
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Configure Your Portal Establish your presence and your brand
Esri UC2013 . Technical Workshop .
Your Home Destination
Public / Esri Home arcgis.com/home
Your Organization .maps.arcgis.com
Not necessarily a public destination! Esri UC2013 . Technical Workshop . AGOL Steps for Success
Configuration & Settings •
URL and logo
•
Home page (banner and background)
•
Featured content (gallery ribbon)
•
Gallery
•
Map
•
Security Settings
Esri UC2013 . Technical Workshop .
Logo and Portal Look and Feel
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Groups are organization building blocks Consider •
Consistent visual queues
•
Consistent naming convention
•
Well-documented
•
Color coded
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Basemap and App Galleries
Custom app templates Custom basemap and basemap gallery
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Organization Branding
Establish visual queues for your authoritative shared content Esri UC2013 . Technical Workshop . AGOL Steps for Success
Organization Persona Establish organization persona for authoritative shared content
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Map Your Organization Using Groups Tailor your organization to… your organization
Esri UC2013 . Technical Workshop .
Organization or Project Chart
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Provision and Organize Useful Content Create maps that interest and engage. Listen to your GeoRealtor: Content, content, content…
Esri UC2013 . Technical Workshop .
ArcGIS Services Great documentation starts at the source
Services Directory
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Maps vs. Layers
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Document
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Thumbnails Geographic
Graphic
Organization Branding
Content Esri UC2013 . Technical Workshop . AGOL Steps for Success
Organize for use
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Create Useful Information Products Useful information supports your organization, and establishes value, support, and adoption
Esri UC2013 . Technical Workshop .
ArcGIS Online Configurable Web Apps •
Easy to configure
•
No programming
•
Hosted
•
Source download
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Apps for ArcGIS
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Invite Users Rollout your organization, and teach users your best practices
Esri UC2013 . Technical Workshop .
Invite organizational members
Invite users via pre-established logins (recommended) or by using existing account
Enterprise logins (beta) Esri UC2013 . Technical Workshop . AGOL Steps for Success
Roles Member name
Role / Privileges
Manage items Esri UC2013 . Technical Workshop . AGOL Steps for Success
Roles in the Organization User
Publisher
Administrator
Add items
ü
ü
ü
Create web maps
ü
ü
ü
Share content
ü
ü
ü
Participate in groups
ü
ü
ü ü
Customize Site Publish hosted services Manage the organization & other users Esri UC2013 . Technical Workshop . AGOL Steps for Success
ü
ü ü
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Connect With Enterprise Systems Your value is contingent upon how you integrate with existing systems, processes, workflows
Esri UC2013 . Technical Workshop .
Esri Maps for Office Support Office workflows and users
Mapping, discovery, enrichment, participation Esri UC2013 . Technical Workshop .
Extend your reach through apps
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Promote Your Organization Evangelize and promote your value using real examples and real value propositions
Esri UC2013 . Technical Workshop .
QUESTIONS AND WRAP-UP
Esri UC2013 . Technical Workshop .
2013 Esri International User Conference July 8–12, 2013 | San Diego, California
Thanks!! Bern Szukalksi @bszukalski Jeff Archer @vee_dubb
Esri UC2013 . Technical Workshop .
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Esri UC2013 . Technical Workshop .
Esri UC2013 . Technical Workshop .
Esri UC2013 . Technical Workshop . AGOL Steps for Success
ArcGIS Online Steps for Success A Best Practices Approach for Your Organization
Bern Szukalski Jeff Archer
Esri UC2013 . Technical Workshop .
ArcGIS Online Accounts Public Accounts • No charge • Personal use (or qualifying organizations) • Basic features and capabilities
Organizational Account • Via subscription / ELA • Business / professional use • Full capabilities (publishing, access premium services) • Management framework and tools
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Establish The Vision and Governance Cultivate and support your advocates
Esri UC2013 . Technical Workshop .
Vision & Governance •
What is the mission and vision?
•
What problems will it solve?
•
What are the deliverables?
•
Who is the audience?
•
Establish a curator, or group of curators
•
Form a governance committee
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Things to consider •
Prototype and test before rolling out
•
Experiment, then implement success
•
Establish essential procedures and guidelines
•
Be flexible, adapt, and evolve
•
Communicate early, often, and well
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Configure Your Portal Establish your presence and your brand
Esri UC2013 . Technical Workshop .
Your Home Destination
Public / Esri Home arcgis.com/home
Your Organization .maps.arcgis.com
Not necessarily a public destination! Esri UC2013 . Technical Workshop . AGOL Steps for Success
Configuration & Settings •
URL and logo
•
Home page (banner and background)
•
Featured content (gallery ribbon)
•
Gallery
•
Map
•
Security Settings
Esri UC2013 . Technical Workshop .
Logo and Portal Look and Feel
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Groups are organization building blocks Consider •
Consistent visual queues
•
Consistent naming convention
•
Well-documented
•
Color coded
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Basemap and App Galleries
Custom app templates Custom basemap and basemap gallery
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Organization Branding
Establish visual queues for your authoritative shared content Esri UC2013 . Technical Workshop . AGOL Steps for Success
Organization Persona Establish organization persona for authoritative shared content
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Map Your Organization Using Groups Tailor your organization to… your organization
Esri UC2013 . Technical Workshop .
Organization or Project Chart
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Provision and Organize Useful Content Create maps that interest and engage. Listen to your GeoRealtor: Content, content, content…
Esri UC2013 . Technical Workshop .
ArcGIS Services Great documentation starts at the source
Services Directory
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Maps vs. Layers
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Document
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Thumbnails Geographic
Graphic
Organization Branding
Content Esri UC2013 . Technical Workshop . AGOL Steps for Success
Organize for use
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Create Useful Information Products Useful information supports your organization, and establishes value, support, and adoption
Esri UC2013 . Technical Workshop .
ArcGIS Online Configurable Web Apps •
Easy to configure
•
No programming
•
Hosted
•
Source download
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Apps for ArcGIS
Esri UC2013 . Technical Workshop . AGOL Steps for Success
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Invite Users Rollout your organization, and teach users your best practices
Esri UC2013 . Technical Workshop .
Invite organizational members
Invite users via pre-established logins (recommended) or by using existing account
Enterprise logins (beta) Esri UC2013 . Technical Workshop . AGOL Steps for Success
Roles Member name
Role / Privileges
Manage items Esri UC2013 . Technical Workshop . AGOL Steps for Success
Roles in the Organization User
Publisher
Administrator
Add items
ü
ü
ü
Create web maps
ü
ü
ü
Share content
ü
ü
ü
Participate in groups
ü
ü
ü ü
Customize Site Publish hosted services Manage the organization & other users Esri UC2013 . Technical Workshop . AGOL Steps for Success
ü
ü ü
DEMONSTRATION & DISCUSSION
Esri UC2013 . Technical Workshop .
Connect With Enterprise Systems Your value is contingent upon how you integrate with existing systems, processes, workflows
Esri UC2013 . Technical Workshop .
Esri Maps for Office Support Office workflows and users
Mapping, discovery, enrichment, participation Esri UC2013 . Technical Workshop .
Extend your reach through apps
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Promote Your Organization Evangelize and promote your value using real examples and real value propositions
Esri UC2013 . Technical Workshop .
QUESTIONS AND WRAP-UP
Esri UC2013 . Technical Workshop .
2013 Esri International User Conference July 8–12, 2013 | San Diego, California
Thanks!! Bern Szukalksi @bszukalski Jeff Archer @vee_dubb
Esri UC2013 . Technical Workshop .
Esri UC2013 . Technical Workshop . AGOL Steps for Success
Esri UC2013 . Technical Workshop .
Esri UC2013 . Technical Workshop .
Esri UC2013 . Technical Workshop . AGOL Steps for Success
