arcgis maps for office installation and configuration guide · arcgis maps for officeis a minor...

ArcGIS Maps for OfficeInstallation and Configuration

Guide

Copyright © 1995-2018 Esri. All rights reserved.

Table of ContentsAbout ArcGIS Maps for Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Get started

What's new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Supported environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Install

Install on a single computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Deploy across the enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Upgrade ArcGIS Maps for Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Uninstall ArcGIS Maps for Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Configure

ArcGIS authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Configure ArcGIS Maps for Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Work with Portal for ArcGIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Configure a custom geocoder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Reference

Frequently asked questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Esri User Experience Improvement program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Copyright information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

ArcGIS Maps for Office Installation and Configuration Guide

Copyright © 1995-2018 Esri. All rights reserved. 2

About ArcGIS Maps for OfficeArcGIS Maps for Office, part of the ArcGIS platform, is an add-in for Microsoft Office that brings mapping capabilities intoMicrosoft Excel and Microsoft PowerPoint. With ArcGIS Maps for Office, you can easily create a geospatial view of yourorganization's data by creating an interactive map that includes data from Microsoft Excel and ArcGIS services—all withoutleaving the Microsoft Excel environment. From Excel, you can share your Microsoft Excel data to ArcGIS, add web mapsyou've created to Microsoft PowerPoint, or copy maps as images that can be inserted anywhere paste functionality issupported. ArcGIS Maps for Office brings mapping into Microsoft PowerPoint by allowing you to include dynamic maps fromMicrosoft Excel or maps from ArcGIS Online as slides within any Microsoft Excel presentation.

After you install the ArcGIS Maps for Office add-in, the ArcGIS Maps tab is available in both Microsoft Excel and PowerPoint.Use this tab to create and manage maps.



http://www.esri.com/software/arcgis/arcgisonline

Get started



What's new> Do you have an idea for a feature you'd like to see in ArcGIS Maps for Office? Tell us about it at the ArcGIS Ideas site.

ArcGIS Maps for Office is a minor update that brings you improved speed, better usability, and many bug fixes. Here are somehighlights:• ArcGIS Maps for Office now recognizes your organization's default geocoder.

• ArcGIS Maps for Office now uses a Chromium-based browser to display maps, meaning that working with your data is muchquicker. Even when working with lots of data, you can pan and zoom your maps effortlessly.

• ArcGIS Maps for Office now supports vector basemaps and layers, which means your maps look even better on high-resolution monitors.

• You can now select items on a map and export the corresponding rows of data to a new worksheet or new Excel workbook,allowing you to work with the data where you want.

• Visual improvements to the Add Data and Style Layer interfaces help you load and visualize your data more easily.

• Pop-up infographic settings persist across layers, so you don't have to make changes to each individual layer.

• Cells that contain formulas update the map when the source data is updated.

• Map and layer styles are rendered correctly when cell values change.

• You can now specify the spatial reference system to use when you export a layer.

• Many more bug fixes, including localization and internationalization issues.



https://geonet.esri.com/community/arcgis-ideas/content?filterid=contentstatus%5bpublished%5d~category%5barcgis-maps-for-office%5d

Supported environmentsArcGIS Maps for Office is deployed as an add-on to Microsoft Excel and Microsoft PowerPoint. For ArcGIS Maps for Office tooperate properly, Esri assumes an operation configuration of these applications. Esri tests ArcGIS Maps for Office only insoftware environments certified as supported by Microsoft Excel or Microsoft PowerPoint; not all Excel- or PowerPoint-supported environments have been tested or certified. For more information, see the Esri supported environments policy.

System requirementsArcGIS Maps for Office requires an ArcGIS named user account and Microsoft Excel or Microsoft PowerPoint (Microsoft Office2010, 2013, or 2016).

For additional information, including the required processor speed, memory, and hard disk space, see the system requirementsfor the following:• Microsoft Office 2010

• Microsoft Office 2013

• Microsoft Office 2016

Working with embedded spreadsheetsMicrosoft Word allows you to embed and work with an Excel spreadsheet in a document. This workflow is unsupported byArcGIS Maps for Office and is not recommended.

Required softwareArcGIS Maps for Office requires a named user account that is part of an ArcGIS Online organization or an on-premises Portalfor ArcGIS deployment. It is assumed that the authentication method used to access the platform has been properly configuredby the ArcGIS administrator.

ArcGIS Maps for Office supports the following ArcGIS versions:• ArcGIS Online: current version

• Portal for ArcGIS: 10.2, 10.2.1, 10.2.2, 10.3, 10.3.1, 10.4, 10.4.1

In addition, the following software must be installed and configured on your system:• Microsoft Office 2010, 2013, or 2016*

*Important: With Microsoft Office 2016 version 16.0.6326.1010, ArcGIS Maps for Office backstage controls do not functionas designed. All other Microsoft Office 2016 versions are supported

• Microsoft Windows. Supported versions are as follows:▪ Windows 7 (32 bit and 64 bit)

▪ Windows 8 (32 bit and 64 bit)

▪ Windows 8.1 (32 bit and 64 bit)


▪ Windows Server 2008 R2

▪ Windows Server 2012



http://support.esri.com/en/content/supportedenvironmentpolicyhttp://technet.microsoft.com/EN-US/LIBRARY/EE624351(V=OFFICE.14).ASPXhttp://technet.microsoft.com/EN-US/LIBRARY/EE624351.ASPXhttps://products.office.com/en-ca/office-system-requirements#SUITES"


• Microsoft .NET Framework 4.5.2 or later

• Microsoft Visual Studio 2010 Tools for Office runtime

• Microsoft Visual C++ 2015 runtime assemblies

Supported languagesArcGIS Maps for Office is available in the following languages:

Arabic, Chinese (simplified), Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hebrew, Italian,Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian,Spanish, Swedish, Thai, Turkish, and Vietnamese

ArcGIS Maps for Office uses the language specified in the Excel Options Backstage view, not the operating system's culturesetting. If you are using an unsupported language, the app uses English.



Install



Install on a single computerInstall the ArcGIS Maps for Office add-in for Microsoft Office by running the setup program as described below. If you have anexisting version of ArcGIS Maps for Office installed, you can upgrade to the latest version by running the setup for the latestversion. When running the setup, the installation wizard indicates whether it's performing an upgrade or an initial installation.

Note: ArcGIS Maps for Office supports both 32-bit and 64-bit architectures. Install the versionof ArcGIS Maps for Office that matches the version of Microsoft Office you haveinstalled, not the version of your operating system (OS). For example, if your MicrosoftOffice installation is 32 bit, install the ArcGISMapsForOffice_x86.exe file; if yourMicrosoft Office installation is 64 bit, install the ArcGISMapsForOffice_x64.exe file. Ifyou're not sure, open Excel 2010 (or other Office 2010 application), click the File tab,and choose Help. In the About Microsoft Excel section on the right, the Versioninformation states whether the Microsoft Office installation is 32 bit or 64 bit. For Excel2013 (or other Office 2013 applications), click the File tab, choose Account, and clickthe About Excel button. The top line of the resulting window indicates whether theOffice installation is 32 bit or 64 bit.

Before you begin, be sure that the required software is properly installed and configured.

To install ArcGIS Maps for Office on one computer, do the following:

1. Double-click the setup file to begin the installation.The Welcome page of the ArcGIS Maps for Office Setup wizard appears. Click Next to continue.

2. Read the end-user license agreement (EULA). If you agree to the EULA, choose the I accept the license agreementoption and click Next.

3. If your system is missing any of the required software, the System Check page appears. Click Install Prerequisites toinstall the missing software.The following software is required and will be installed automatically if the listed version (or later) is not found on yoursystem:• Microsoft .NET Framework 4.0



4. Click Next to continue.

5. On the Product Features page of the installation wizard, specify the ArcGIS Maps for Office features to install.By default, ArcGIS Maps for Office will be installed for both Microsoft Excel and Microsoft PowerPoint.

6. To change the default installation directory, click Browse and specify the new location. Click Next to continue.

7. Choose how ArcGIS Maps for Office will connect to ArcGIS.Choose one of the following options:

• ArcGIS Online—This is the default connection to ArcGIS. Choosing this option allows a user with an ArcGISorganizational account to sign in using their ArcGIS user name and password.



• My ArcGIS Online Organization—An organization can be configured to allow access to ArcGIS Maps for Office usingenterprise logins through Active Directory Federation Services, Shibboleth, or SimpleSAMLphp. If your organization hasbeen configured this way and you want to use enterprise logins, choose this option and enter the full ArcGIS Onlineorganization URL.

• My ArcGIS Portal—If your organization uses Portal for ArcGIS, choose this option and provide the URL to your Portal forArcGIS instance. For example, https://\. For more details, see Work with Portal for ArcGIS.Contact your organization administrator if you're unsure of what these values should be. For general information, seeWhat is Portal for ArcGIS?

Note: ArcGIS Maps for Office only supports Portal for ArcGIS configured using HTTPS.

8. Click Next to continue.

9. To participate in the Esri User Experience Improvement program, check the Allow Esri to collect information to improvesoftware check box.

10. Click Next to continue.A confirmation window appears. Check the Check for software upgrade check box to automatically verify if a new versionof ArcGIS Maps for Office is available.

11. Click Install to begin the installation.

12. Click Finish to complete the ArcGIS Maps for Office installation.



http://enterprise.arcgis.com/en/portal/10.5/administer/windows/what-is-portal-for-arcgis-.htm

Deploy across the enterpriseLarge organizations may not want to deploy the ArcGIS Maps for Office add-in to each computer on their network individually.To support large-scale deployments, ArcGIS Maps for Office includes options for installation from the command line.Automated deployment solutions can be built using these command line options. For example, if your organization wants touse Portal for ArcGIS as the default ArcGIS connection, you can set the CONNECT_TO parameter to your Portal for ArcGISURL. If you use this setting when you deploy across the organization, all computers will use your Portal for ArcGIS.

Install required softwareBefore you begin, be sure that the required software is properly installed and configured on each system. Although you canuse the FORCEINSTALLPREREQ parameter (set to true) to check for software prerequisites and automatically install missingsoftware, some enterprise systems mandate that required software be installed separately.

ArcGIS Maps for Office requires the following software:• Microsoft Office 2010, 2013, or 2016*

*Important: With Microsoft Office 2016 version 16.0.6326.1010, ArcGIS Maps for Office backstage controls do not functionas designed. All other Microsoft Office 2016 versions are supported

• Microsoft Windows. Supported versions are as follows:▪ Windows 7 (32 bit and 64 bit)


▪ Windows 8.1 (32 bit and 64 bit)



▪ Windows Server 2012


• Microsoft .NET Framework 4.5.2 or later



Install ArcGIS Maps for OfficeTo install ArcGIS Maps for Office from the command line, do the following:

1. Open an administrator command line terminal.• For Windows versions earlier than Windows 8, click Start > Run, type cmd, and click OK.

• For Windows 8, press the Windows key on the keyboard and type cmd. Right-click cmd.exe and choose Run asadministrator.

2. Navigate to the folder containing the ArcGIS Maps for Office executable file and type the following command:



Note: The following code is broken onto separate lines for clarity only. Type the code intoyour command window on a single line.

ArcGISMapsForOffice_x86.exe/quiet/msicl "CONNECT_TO=https://www.arcgis.com"/msicl "FALLBACKTOCLOUDRESOURCES=false"/msicl "FORCEINSTALLPREREQ=true"/msicl "CHECKFORSOFTWAREUPGRADE=true"/msicl "FORCEUSERAPPCONFIGUPDATE=true"/msicl "ESRIMAPSWEBROOT=https://la.arcgis.com"/msicl "ESRIMAPSWEBPROXY=/proxy"/msicl "ENABLEUSERFEEDBACK=true"

3. Press Enter.

The command shown above includes all the available configuration options. Some parameters are mandatory; others areoptional. If you do not want to change an optional default configuration, you do not need to include it in your command.

Available options are the following:• CONNECT_TO—This parameter is mandatory. The value for this parameter is either https://www.arcgis.com, the URL

to your ArcGIS Online organization, or the URL to your Portal for ArcGIS instance. Change this value to point to theappropriate location.

• FALLBACKTOCLOUDRESOURCES—This parameter is mandatory. If your organization uses Portal for ArcGIS, the resourcesmust be installed on the same system as the portal. Setting this parameter to true allows users to work with ArcGIS Mapsfor Office if the resources are not available on your portal and the user has Internet connectivity. The default value is false.

• FORCEINSTALLPREREQ—The ArcGIS Maps for Office installer checks whether required software is installed on the system.If this parameter is set to true, prerequisites are installed before installing ArcGIS Maps for Office. If set to false, theinstallation process aborts if required software is not found. The default value is false.

• CHECKFORSOFTWAREUPGRADE—If set to true, the installer verifies whether a new version of ArcGIS Maps for Office isavailable. If you don't want to check for upgrades, set this value to false. The default value is true.

• FORCEUSERAPPCONFIGUPDATE—When you use ArcGIS Maps for Office for the first time, custom configuration files arewritten to your roaming directory. These files hold configurations for custom location types, ArcGIS connection settings, andmore. These settings are left in place during upgrades to new versions of ArcGIS Maps for Office. To reset these files to thedefault settings (or the settings specified during the installation), set this parameter to true. By default, this parameter is setto false for silent installations.

• ESRIMAPSWEBROOT—This parameter specifies the location of the JavaScript files used by ArcGIS Maps for Office. Bydefault, this is set to https://la.arcgis.com when the ArcGIS connection is either https://www.arcgis.com or theURL of your ArcGIS Online organization.If your organization uses Portal for ArcGIS version 10.3 or later, the default value is the location on the portal machine whererequired JavaScript files are written during installation of the ArcGIS Maps for Office resources (see Work with Portal forArcGIS).



If your organization uses Portal for ArcGIS version 10.2.2 or earlier, or if your portal is behind a firewall, you may need tohost the files on a server on your local network. Follow the instructions to configure ArcGIS Maps for Office in adisconnected environment and use this parameter to point to the files on your local network.

If your ArcGIS connection is either https://www.arcgis.com, the URL to your ArcGIS Online organization, or the URL toa Portal for ArcGIS instance version 10.3 or later, it is recommended that you use the default parameter value (do not specifythis parameter in your command).

• ESRIMAPSWEBPROXY—Older browsers sometimes need to use a proxy to avoid errors related to Cross Origin ResourceSharing (CORS). Normally, this proxy is hosted by Esri on ArcGIS Online or Portal for ArcGIS and, in most cases, you do notneed to change the default value. The only time this value should be changed is if ArcGIS Maps for Office will be connectingto Portal for ArcGIS and you want to host the proxy in a custom location. In that case, use this option to point ArcGIS Mapsfor Office to your custom proxy location.

• ENABLEUSERFEEDBACK—If set to true, this enables the Esri User Experience Improvement program, allowing the programto send anonymous information to Esri . By default, this parameter is set to true; to disable user feedback, set thisparameter to false.



Upgrade ArcGIS Maps for OfficeUpgradeIf you have an existing version of ArcGIS Maps for Office installed, upgrade to the latest version by running the setup for thelatest version. When running the setup, the installation wizard indicates whether it is performing an upgrade or an initialinstallation.

You do not need to uninstall a previous version of ArcGIS Maps for Office before you upgrade.

To upgrade ArcGIS Maps for Office, download the latest version and follow the instructions to install on a single computer ordeploy across the enterprise.

After you upgrade the software, all existing spreadsheets and maps created with ArcGIS Maps for Office version 3.x or laterare automatically updated to work with the current version. Spreadsheets created with earlier versions (2.x) must be manuallyupdated; for details, see Migrate from an older version.

Migrate from an older versionIf you have Excel worksheets that contain maps created with ArcGIS Maps for Office version 2.x, you can easily migrate yourworksheets to work with the latest version of the software. When you upgrade ArcGIS Maps for Office, the setup automaticallyinstalls an add-in that allows you to update older map-enabled worksheets.

To update older map-enabled worksheets, do the following:

1. Upgrade ArcGIS Maps for Office to the latest version.

2. Open the worksheet that contains the older map.The ArcGIS Maps for Office Migration add-in automatically upgrades the map in the spreadsheet.

3. Save, close, and reopen the worksheet.The map is now updated to work with the latest version of ArcGIS Maps for Office.

4. Repeat this procedure for other legacy worksheets.

Disable the migration add-inIf you don't have any Excel worksheets that contain maps created with ArcGIS Maps for Office 2.x, you can disable themigration add-in to improve the Excel launch time and reduce memory footprint.

To disable the ArcGIS Maps for Office Migration add-in, do the following:

1. In Microsoft Excel, click the File tab on the Ribbon to access the Microsoft Office Backstage.

2. Click Options to display the Excel Options pane.

3. Click Add-Ins to display the list of available (enabled) add-ins.

4. At the bottom of the pane, set the Manage drop-down menu to COM Add-Ins and click Go.

5. In the COM Add-Ins window, clear the check box beside ArcGIS Maps for Office Migration and click OK.



http://www.esri.com/software/arcgis/arcgisonline/apps/download

Note: Be sure not to disable the ArcGIS Maps for Office add-in.

The ArcGIS Maps for Office Migration add-in is now disabled. You can re-enable it at any time by checking the check mark.



Uninstall ArcGIS Maps for OfficeRemove from a single computerTo uninstall ArcGIS Maps for Office from a single computer, do the following:

1. Click Start > Windows > Control Panel and click Programs and Features.A list of installed programs opens.

2. Right-click the entry for the installed version of ArcGIS Maps for Office and click Uninstall.The Windows installer removes ArcGIS Maps for Office from the computer.

Note: You can also run the setup file and choose Remove to uninstall ArcGIS Maps for Office.

Remove from the command lineTo uninstall ArcGIS Maps for Office from a large-scale deployment, do the following:

1. Open an administrator command line and run one of the following registry commands to find the ArcGIS Maps for Officeproduct ID:• If the OS is 64 bit and Office is 64 bit or if the OS is 32 bit and Office is 32 bit, use the following command:

reg query "HKEY_LOCAL_MACHINE\SOFTWARE\ESRI\ArcGIS Maps for Office\v4.1" /v"Product Id"

• If the OS is 64 bit and Office is 32 bit, use the following command:

reg query "HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ESRI\ArcGIS Maps for Office\v4.1" /v "Product Id"

2. Type the following command to uninstall ArcGIS Maps for Office, using the product ID obtained in the previous step:

msiexec /x {Product Id} /q



Configure



ArcGIS authenticationArcGIS Maps for Office works directly with an ArcGIS Online organization or with a Portal for ArcGIS instance. Although userscan view the map without signing in, functionality is limited. Logged-out users can view and navigate the map, and anychanges to a dataset that were previously used to create a map will be reflected in pop-ups and, in some cases, the map'sappearance. Signing in to ArcGIS allows the ArcGIS Maps for Office add-in to connect to the platform and enable fullfunctionality of the map.

The authentication method used to sign in is determined by the way you have set up security features for your ArcGIS Onlineorganization or Portal for ArcGIS instance. ArcGIS Maps for Office requires no specific steps to implement the authenticationmethods supported by ArcGIS Online or Portal for ArcGIS. For details about general configuration settings, see ConfigureArcGIS Maps for Office.

For more information about ArcGIS authentication and to ensure that security settings are properly implemented, refer to thedocumentation for ArcGIS Online or Portal for ArcGIS.



https://developers.arcgis.com/authentication/http://server.arcgis.com/en/portal/latest/administer/windows/about-configuring-portal-authentication.htm

Configure ArcGIS Maps for OfficeArcGIS Maps configuration settingsThe ArcGIS Maps configuration settings are located in the Microsoft Office Backstage view. To access these settings, click theFile tab on the ribbon in Excel or PowerPoint and click ArcGIS Maps.

From the Backstage view, you can configure the following options:• ArcGIS connection—By default, ArcGIS Maps for Office uses ArcGIS Online. To use Portal for ArcGIS instead, provide the

URL to your Portal for ArcGIS instance here. Depending on the security policy within your organization, your web browsermay try to block the login page. If this occurs, add the website to the Trusted Sites list in your browser. For more informationabout working in a disconnected environment, see Work with Portal.

• Check for updates—Check this box to automatically check for software updates. You'll be notified if a new version ofArcGIS Maps for Office is available.

• Use specified spatial reference when exporting point data—When you export layer data, you can specify the spatialreference system to use, and optionally define that coordinate system as the default for all future export functions. Thedefault setting applies to both exporting to a new file and exporting to a new worksheet in the current workbook. If this is notset, ArcGIS Maps for Office generates latitude and longitude coordinates relative to the current basemap's coordinatesystem by default. The line below the check box identifies the specified spatial reference. Uncheck this box to display thespatial reference options pane when you export data.

• Fall back to cloud resources—If your organization uses Portal for ArcGIS, the resources must be installed on the samesystem as the portal. Check this box to allow users to work with ArcGIS Maps for Office if the resources are not available onyour portal and the user has Internet connectivity.

• Participate in the Esri User Experience Improvement program—Check this box to provide anonymous information aboutyour system and how you use ArcGIS Maps for Office. Clear the box to opt out of the program. For more information, seeEsri User Experience Improvement program.

Note: Some changes made to the ArcGIS Maps configuration settings in the Microsoft OfficeBackstage view require that you restart Microsoft Office to apply the changes.

Organizational rolesA role defines the privileges that a member has within the organization. ArcGIS defines a set of privileges for the Viewer, User,Publisher, and Administrator roles. In addition, organizations can define privileges at a more detailed level by creating andassigning custom roles.

For detailed information about roles in ArcGIS, see Organization privileges and roles.



http://office.microsoft.com/en-us/word-help/introducing-backstage-HA010372688.aspxhttp://doc.arcgis.com/en/maps-for-office/design-and-use/export-layer-data.htmhttp://enterprise.arcgis.com/en/portal/10.5/administer/windows/roles.htm

Custom roles are configured through ArcGIS Online (or Portal for ArcGIS) and provide administrators the ability to createunique roles for organizational members. Custom roles add greater control and flexibility in assigning privileges to members ofyour organization, and they enable tailoring new roles that specifically fit your organization's dynamics, workflows, and needs.The following table lists the privileges required to use the various features in ArcGIS Maps for Office:

To use this feature You need the following privileges

Find hot spots (and save results to ArcGIS) • Premium content: Spatial analysis• Content: Publish hosted feature layers• Content: Create, update, and delete• Sharing: Role must have one of the following three:

▪ Sharing: Share with groups▪ Sharing: Share with organization▪ Sharing: Share with public

Find hot spots (do not save results to ArcGIS) • Premium content: Spatial analysis• Content: Publish hosted features• Content: Create, update, and delete

Share layer or share map • Content: Publish hosted feature layers• Content: Create, update, and delete• Sharing: Role must have one of the following three:

▪ Sharing: Share with groups▪ Sharing: Share with organization▪ Sharing: Share with public

Enrich data • Groups: Create, update, and delete• Groups: Join organization groups• Groups: Join external groups• Content: Create, update, and delete• Content: Publish hosted features• Content: Publish hosted tiles• Sharing: Share with groups• Sharing: Share with organization• Sharing: Share with public• Sharing: Make groups visible to organization• Sharing: Make groups visible to public• Features: Edit• Premium content: GeoEnrichment• Premium content: Demographics



Add data from Excel (geocode addresses) • Premium content: Geocoding

Add heat map • No privileges required

View infographics • Premium content: GeoEnrichment• Premium content: Demographics

Create report • Premium content: GeoEnrichment• Premium content: Demographics

Enrich map or layer • Premium content: GeoEnrichment• Premium content: Demographics



Work with Portal for ArcGISPortal for ArcGIS is a repository for location-based data on your organization's network. Portal for ArcGIS is an alternative tocloud-based hosting and provides access to all your organizational data on-site behind your firewall. ArcGIS Maps for Officeworks with Portal for ArcGIS in much the same way that it does with ArcGIS Online, although some features are not availableon the portal—specifically those related to an outside Internet connection. For example, a layer showing a live data feed fromArcGIS Online (such as traffic information) will not work on Portal for ArcGIS because the data requires an active Internetconnection. Additionally, if you plan to geocode lines or polygons, you must explicitly configure your Portal for ArcGIS to do so.For more information, see Configure your own geocode service in the Portal for ArcGIS help, or watch this video.

To start working with Portal for ArcGIS in your organization, you need to do the following:• Host the resource files required by ArcGIS Maps for Office on your network

• Set your ArcGIS Maps for Office ArcGIS connection to point to your Portal for ArcGIS instance

Note: ArcGIS Maps for Office currently only supports Portal for ArcGIS configured usingHTTPS.



http://enterprise.arcgis.com/en/portal/10.5/administer/windows/configure-portal-to-geocode-addresses.htmhttp://links.esri.com/configure-locators-portal

Host the resource filesTo use ArcGIS Maps for Office with Portal for ArcGIS in your organization, you need to host the JavaScript and other resourcefiles required by ArcGIS Maps for Office on your network.

Depending on the version of your Portal for ArcGIS instance and the operating system on which it is installed, there aredifferent ways to do this.

Portal for ArcGIS 10.3 and later on WindowsIf you're using Portal for ArcGIS 10.3 or later on a Windows server, install Portal Resources for ArcGIS Maps for Office directlyon your portal. This is a one-time installation performed on the computer or server hosting your Portal for ArcGIS instance. Thisis the recommended method to use when possible.

1. Download the ArcGIS Maps for Office Resources installer, ArcGIS Maps for Office Resources for Portal forArcGIS 10.3 or higher executable.

2. Run the installer on the Windows computer hosting your organization's Portal for ArcGIS instance.

3. Accept all default options to allow the installer to copy the necessary files to your portal.

4. Set your ArcGIS connection within ArcGIS Maps for Office using the instructions below.

Portal for ArcGIS 10.3 and later on LinuxIf you're using (Portal for ArcGIS 10.3 or later on a Linux server, you must manually host the files on the network.

Note: You must be a system administrator to perform these tasks. You must have thepermissions required to modify files on the computer running ArcGIS Maps for Officeand the ability to host and make changes to a web server on your network.

To manually host the files on your network, do the following:

1. Download the ArcGIS Maps for Office Resources for Portal for ArcGIS 10.2.2 or prior ZIP file and extractthe contents.The ZIP file contains a folder named office.

2. On your Portal for ArcGIS machine, browse to the following location:portal//webapps/docroot/resources/esrimapsforoffice/

3. Create a new subfolder named 4.0.4. Copy the office folder from the extracted ZIP file and paste it into the new 4.0 folder on your portal machine.5. Set your ArcGIS connection.

Other Portal for ArcGIS configurationsFor all other portal configurations (Portal for ArcGIS versions 10.2.2 or earlier, or operating systems other than Windows), youmust manually host the files on the network.

This option also requires that you edit configuration files on the ArcGIS Maps for Office client machines.



http://www.esri.com/software/arcgis/arcgisonline/apps/downloadhttp://www.esri.com/software/arcgis/arcgisonline/apps/download

Note: You must be a system administrator to perform these tasks. You must have thepermissions required to modify files on the computer running ArcGIS Maps for Officeand the ability to host and make changes to a web server on your network.

To manually host the files on your network, do the following:

1. Install and configure a web server such as IIS, Apache, or Tomcat.This will be used to host the files needed for use by ArcGIS Maps for Office on your local network.

2. Download the ArcGIS Maps for Office Resources for Portal for ArcGIS 10.2.2 or prior ZIP file and extractthe contents.

3. On your web server, create a virtual directory named ArcGISMapsWebRootContents and copy the contents of theextracted ZIP file into it.

4. On your ArcGIS Maps for Office client machine, open a file explorer and browse to the following location:C:\Program Files(x86)\ArcGISMaps\Office

5. Using a standard text editor, open the following file:ESRI.ArcGIS.Mapping.OfficeIntegration.Excel.dll.config

6. Change the EsriMapsWebRoot value to point to your ArcGISMapsWebRootContents folder on your web server (forexample, ).Save the file and exit the text editor.

7. Repeat the previous step for the ESRI.ArcGIS.Mapping.OfficeIntegration.PowerPoint.dll.config filelocated in the same folder.

Note: If a user opens Microsoft Excel or PowerPoint before you complete the ArcGIS Mapsfor Office configuration, the changes made to the Program Files(x86) folder won'twork. In this case, delete the configuration files from the roaming directory for theuser (for example, C:\Users\\AppData\Roaming\ArcGIS Maps).The next time Excel and PowerPoint are started, ArcGIS Maps for Office will detectthat the files are missing and copy the correct files into the roaming directory.

8. Set your ArcGIS connection.

Set your ArcGIS connectionTo connect Portal for ArcGIS to ArcGIS Maps for Office, you need the following information about your portal:• Portal for ArcGIS server URL

• Web adapter name

For example, say your Portal for ArcGIS server URL is https://myPortal.example.com, and your administratorconfigured your web adaptor to be arcgis. In this case, the URL to your Portal for ArcGIS would behttps://myPortal.example.com/arcgis. By default, the web adaptor for the portal is arcgis, but it can be changed bythe administrator for your organization. If you are unsure of what to use as your web adaptor, ask your Portal for ArcGISadministrator.



http://www.esri.com/software/arcgis/arcgisonline/apps/download

Note: ArcGIS Maps for Office currently only supports Portal for ArcGIS configured usingHTTPS.

When you install ArcGIS Maps for Office for the first time, the installation wizard prompts you to define your connectionsettings. In the field beside My ArcGIS Portal, provide the URL to your Portal for ArcGIS instance as described above.

To change the ArcGIS Maps for Office configuration, do the following:

1. Open Microsoft Excel or PowerPoint. Click the File tab on the ribbon to display the Backstage view.

2. Click ArcGIS Maps.The ArcGIS Maps Configuration settings page opens.

By default, ArcGIS Maps for Office uses ArcGIS Online (https://www.arcgis.com).

3. In the ArcGIS Connection text box, provide the URL to your Portal for ArcGIS instance.

Note: Depending on the security policy within your organization, your web browser may tryto block the login page. If the login page is blocked, add the website to the TrustedSites list in the browser settings.

4. Restart ArcGIS Maps for Office to apply the changes.

5. Reopen Excel (or PowerPoint), click the ArcGIS Maps tab on the ribbon, and click Sign In to log in.



Configure a custom geocoderGeocoding is the process of transforming a description of a location—such as a pair of coordinates, an address, or the name ofa place—to a location on the earth's surface. ArcGIS Maps for Office uses the default geocoder your administrator configuredin ArcGIS.

Esri provides you the ability to locate addresses, cities, landmarks, business names, and other places in more than 100countries around the world. By default, ArcGIS Maps for Office uses the Esri World Geocoding Service to locate point features(such as addresses, United States cities, and world cities), and the Esri GeoEnrichment Service to locate polygon and polylinefeatures (such as ZIP Codes, states, provinces, and countries). An ArcGIS administrator can also create custom geocoders toidentify specific boundaries, such as water districts or zoning boundaries, and set any of the custom geocoders as the default.ArcGIS Maps for Office automatically uses the geocoder that the administrator configured as the default geocoder within yourArcGIS organization.

For details about how ArcGIS Maps for Office maps location information, see the following:• Geocoding addresses (point features): Esri World Geocoding Service—Converts an address to an x,y coordinate.

▪ Esri World Geocoding Service documentation

▪ Esri World Geocoding Service coverage

• Geocoding place name lookups (polygon or polyline features): Esri GeoEnrichment Service—Looks up place names such ascountries, states, ZIP Codes, postal codes, and other standard geographies.• Esri GeoEnrichment Service documentation

• Esri GeoEnrichment Service coverage

When properly configured, Portal for ArcGIS also uses the World Geocoding Service hosted on ArcGIS but only geocodespoint features by default. If your organization plans to geocode lines or polygons, your administrator must explicitly configurePortal for ArcGIS to do so. For example, if your organization has its own locator data that defines sales district boundaries (or ifyour portal does not have access to ArcGIS Online), your administrator can publish a geocode service and set it as yourportal's geocode utility service.

It is important to note that configuring a custom geocoder must be carried out by an administrator with access to ArcGIS forDesktop and other administrative tools. ArcGIS Maps for Office users can access a custom geocoder when creating a mapafter the geocoder has been created and published.

Note: To use a custom geocode service on Portal for ArcGIS, ArcGIS Maps for Office requiresa hosting server on the portal.

To configure a custom geocode service, do the following:

1. Using ArcGIS Desktop, create an address locator.

2. Publish the locator as a service.On Portal for ArcGIS, publish the service directly to the Portal for ArcGIS hosting server.

3. Add the locator URL to your ArcGIS utility services.The custom locator is ready to use with ArcGIS Maps for Office when you add a map layer from Excel. For detailedinformation, see Add a custom location type.



https://developers.arcgis.com/features/geocoding/http://doc.arcgis.com/en/arcgis-online/reference/geocode-coverage.htmhttps://developers.arcgis.com/features/geo-enrichment/http://doc.arcgis.com/en/arcgis-online/reference/geoenrichment-coverage.htmhttp://enterprise.arcgis.com/en/portal/10.5/administer/windows/configure-portal-to-geocode-addresses.htmhttp://enterprise.arcgis.com/en/portal/10.5/administer/windows/configure-portal-to-geocode-addresses.htmhttp://doc.arcgis.com/en/maps-for-office/design-and-use/add-layers-from-excel.htm#ESRI_SECTION1_6706583439964356838FB4B24F88CE77http://enterprise.arcgis.com/en/portal/10.5/administer/windows/configure-hosting-server-for-portal.htmhttp://desktop.arcgis.com/en/arcmap/10.5/manage-data/geocoding/creating-an-address-locator.htmhttp://enterprise.arcgis.com/en/server/10.5/install/linux/how-to-publish-a-service.htmhttp://enterprise.arcgis.com/en/portal/10.5/administer/windows/configure-services.htm#ESRI_SECTION1_021314CE0C4F4BE681C78346EF754092http://doc.arcgis.com/en/maps-for-office/design-and-use/add-layers-from-excel.htm#ESRI_SECTION1_6706583439964356838FB4B24F88CE77

Reference



Frequently asked questions• I installed ArcGIS Maps for Office, but the ArcGIS Maps tab does not show up on the ribbon.

• Why can't I connect to my Portal for ArcGIS instance from ArcGIS Maps for Office?

• How do I install a Microsoft Office language interface pack?

• How do I set up a proxy PAC file to work with ArcGIS Maps for Office?

• How do I set the language for ArcGIS Maps for Office?

• How do I tell which version of ArcGIS Maps for Office I have installed?

• Do I need an ArcGIS subscription to use ArcGIS Maps for Office?

• Does this app consume ArcGIS credits?

• Does all geocoding consume credits?

• How do I know how many credits I'm using when geocoding or enriching my data?

• Why doesn't my spreadsheet appear in the Add data from Excel wizard?

• I received an error message when signing in to ArcGIS Online.

• If I make a map in Excel, what happens when I send the spreadsheet to my colleagues? Will they see the map?

• My organization has a geocoder registered with ArcGIS. Can I use it with ArcGIS Maps for Office?

• Can I add a custom basemap to the Basemap Gallery in ArcGIS Maps for Office?

• When I add a layer from ArcGIS Online that contains a large number of points, are all the points added to the map at once?

• Why doesn't my clustered layer display in ArcGIS Online?

• Why doesn't ArcGIS Maps for Office recognize my PivotTable when adding data?

• Why isn't cell formatting preserved when sharing to ArcGIS Online?

• Can I add a Bing basemap to my map?



I installed ArcGIS Maps for Office, but the ArcGIS Maps tab does not show up on the ribbon.

Occasionally, the ArcGIS Maps for Office add-in is not enabled by default in Excel or PowerPoint. To fix this issue, manuallyenable the add-in using the following steps:1. Click the File tab on the ribbon to access the Microsoft Office Backstage.

2. Click Options to display the PowerPoint Options or Excel Options pane.

3. Click Add-Ins and find the ArcGIS Maps for Office add-in. It should be listed under Inactive Application Add-Ins.

4. At the bottom of the pane, set the Manage drop-down menu to COM Add-Ins and click Go.

5. In the COM Add-ins dialog box, check the ArcGIS Maps for Office box and click OK.

You should now see the ArcGIS Maps tab on the ribbon.

Why can't I connect to my Portal for ArcGIS instance from ArcGIS Maps for Office?

If you can't connect to your Portal for ArcGIS instance from ArcGIS Maps for Office, ensure that the ArcGIS connectionspecified in the ArcGIS Maps configuration settings uses the HTTPS protocol (for example,https://sampleportal.xyz.com/portal). ArcGIS Maps for Office does not support HTTP.

How do I install a Microsoft Office language interface pack?

To install ArcGIS Maps for Office in the native operating system (OS) language, you need to first install the Microsoft Officelanguage pack in the desired language, and set the language as the default display language. To set the default displaylanguage in Microsoft Office, complete the following steps:1. Open a Microsoft Office program, such as Excel.

2. Click the File tab and click Options.

3. In the Excel Options pane, click Language.

4. Under the Choose Display and Help Languages heading, choose the display language you want to use, and click Set asDefault.

5. After you change the default display language, close and restart Microsoft Office.

How do I set up a proxy PAC file to work with ArcGIS Maps for Office?

ArcGIS Maps for Office uses the proxy that's defined in the IE browser settings. With Microsoft IIS (and other web servers), youcan use a proxy PAC file to dynamically switch proxy settings when your connection changes (for example, if you move yourlaptop from your office network to a home-based VPN).

Proxy settings are specific to your web server. For more information, refer to the Microsoft documentation.



https://support.office.microsoft.com/en-us/article/Office-language-interface-pack-LIP-downloads-d63007c2-e8ae-41fd-8bfb-fce2857010e1http://office.microsoft.com/en-us/support/change-the-default-language-for-office-programs-HA010356057.aspxhttp://office.microsoft.com/en-us/support/change-the-default-language-for-office-programs-HA010356057.aspxhttps://msdn.microsoft.com/en-us/library/windows/desktop/aa384240(v=vs.85).aspx

How do I set the language for ArcGIS Maps for Office?

ArcGIS Maps for Office uses the language specified in the Excel Options window, not the operating system (OS) culturesetting. To set the language in Excel, click the File menu and click Options. In the Options window, choose Language, andspecify the language as desired.

How do I tell which version of ArcGIS Maps for Office I have installed?

To see which version of ArcGIS Maps for Office is currently installed, click the File menu and choose ArcGIS Maps. Thecurrent version number is listed under the Current User entry.

Do I need an ArcGIS subscription to use ArcGIS Maps for Office?

Yes. ArcGIS Maps for Office users need a named user license for an ArcGIS Online organization or a Portal for ArcGISinstance.

Does this app consume ArcGIS credits?

Some features of ArcGIS Maps for Office consume credits. Credits are most often consumed through address geocoding ordata enrichment—functions that add new columns of data to the user's spreadsheet. For more information, see Understandcredits.

Does all geocoding consume credits?

Only geocoding using the Esri World Geocoder (the default address option in ArcGIS Maps for Office, U.S. cities, or worldcities) consumes geocoding credits. Other options, such as ZIP Codes, states, counties, or countries, are considered standardgeographies and do not consume ArcGIS credits.



http://doc.arcgis.com/en/arcgis-online/reference/credits.htmhttp://doc.arcgis.com/en/arcgis-online/reference/credits.htm

How do I know how many credits I'm using when geocoding or enriching my data?

When you use the geocoding or data enrichment features in ArcGIS Maps for Office, you'll be presented with the approximatenumber of credits required to complete the operation. When you choose Address, US City, or World City from the LocationType drop-down list, the estimated number of credits that will be charged to your account appears in the lower left corner of theAdd data from my spreadsheet pane.

The estimated credit consumption also appears on the confirmation pane.

When you enrich your data, the estimated number of credits appears in the Enrich layer pane.

Why doesn't my spreadsheet appear in the Add data from Excel wizard?

ArcGIS Maps for Office recognizes tables and named ranges and automatically adds those to the Add data from Excelwizard. If there are no tables or named ranges in your worksheet, you need to manually select a cell range.

I received an error message when signing in to ArcGIS Online.

ArcGIS Maps for Office uses an ArcGIS account that is registered as part of an organization's subscription. You cannot use anArcGIS Online personal account. If you try to sign in to ArcGIS Online with a personal account, the No ArcGIS subscriptionmessage appears. Contact your ArcGIS administrator to gain access to your organization, or sign up for a free trial of ArcGISOnline.



http://doc.arcgis.com/en/maps-for-office/design-and-use/tables-and-named-ranges.htm

If I make a map in Excel, what happens when I send the spreadsheet to my colleagues? Will they see the map?

What your colleagues see depends on whether they have ArcGIS Maps for Office installed and whether they are signed in toArcGIS. Here's what your colleagues will see in various scenarios:• ArcGIS Maps for Office is installed and the user is signed in to ArcGIS—The map will be fully interactive and your colleagues

will have the ability to pan and zoom the map, add and remove layers, and work with the tools in the map. They will see thelayers they have access to and be able to perform actions that are allowed for the permissions that have been assigned tothem. Changes to the spreadsheet will be reflected in the map, and new rows will be geocoded (as long as your colleagueshave geocoding permissions within ArcGIS).

• Add-in is installed but the user is not signed in to ArcGIS—Your colleagues will be able to pan and zoom the map as well asview attribute information in pop-ups for visible layers. Only publicly shared ArcGIS layers and layers created from the Excelspreadsheet will be visible. Map tools will not be available, and generally the map will be in a limited view-only mode.Changes made to spreadsheet data will be reflected in pop-ups, but new rows will not be geocoded until a named user signsin.

• Add-in is not installed—A static image of the map will be shown for all anchored maps in the spreadsheet. Floating maps(maps are floating by default) will not be shown. To anchor a floating map so an image of it can be seen by everyone, usethe arrow control in the upper left corner of the map window.

My organization has a geocoder registered with ArcGIS. Can I use it with ArcGIS Maps for Office?

Yes, you can. When you add data to a map from Excel, click the Location Type drop-down arrow and choose More from thelist. You will find your custom geocoder (that has been registered with ArcGIS) at the top of the window that appears.

Can I add a custom basemap to the Basemap Gallery in ArcGIS Maps for Office?

Custom basemaps can be added to the group selected by the ArcGIS administrator as the Basemap Gallery group.

When I add a layer from ArcGIS Online that contains a large number of points, are all the points added to the map atonce?

No. When you add a layer to your map from ArcGIS Online, not all points are added to the map at the same time. In an effort tomaximize performance, ArcGIS Maps for Office adds feature points in batches, based on the visible map extent. As you zoomor pan across the map, points that will be visible in the new extent are added to the map.

Why doesn't my clustered layer display in ArcGIS Online?

Clustering is not supported in ArcGIS Online, so a layer that is clustered in ArcGIS Maps for Office will display as a point layerin the ArcGIS Online Map Viewer. If you share a map that contains a clustered layer then create a dynamic PowerPoint slideusing the shared map, the clustered layer will display as it does in ArcGIS Maps for Office in Excel, with clustering enabled.

Why doesn't ArcGIS Maps for Office recognize my PivotTable when adding data?

When adding data, the Add Data from Excel wizard attempts to recognize tables and named ranges in your spreadsheet. Ifpossible, it will also recognize existing PivotTables in the spreadsheet. If the PivotTable contains an unsupported data type orhas a hierarchy or more than one row label, the Add Data wizard will not recognize it.



Why isn't cell formatting preserved when sharing to ArcGIS Online?

Cell formatting, such as double or datetime, may not be preserved in pop-ups when sharing a map or layer to ArcGIS Online.In these cases, ArcGIS Maps for Office publishes the value in the cell, not the formatted string, so that additional analysis canbe performed on the value if desired.

Can I add a Bing basemap to my map?

ArcGIS Maps for Office does not provide a user interface to add Bing Maps. Bing Maps basemaps must be configured onlineby the administrator of your ArcGIS Online organization.



Esri User Experience Improvement programArcGIS Maps for Office works continuously to improve our products and one of the best ways to find out what needsimprovement is through customer feedback. The Esri User Experience Improvement program (EUEI) allows you to contributeto the design and development of ArcGIS Maps for Office. The program collects information about your computer hardwareand how you use ArcGIS Maps for Office, without interrupting your work. The program is completely voluntary and anonymous;none of the information collected is used to identify or contact you.

The following questions and answers provide detailed information about the program.

• What happens when I participate in the EUEI program?

• What kind of data is collected?

• Does Esri collect information about other software on my system?

• If I choose to participate, can I opt out later?

• Will Esri contact me about the program?

• What is the size of the generated report?

• How is my privacy protected if I choose to participate in the program?

What happens when I participate in the EUEI program?

Esri collects information about your computer and how you are using ArcGIS Maps for Office. This information is stored in anencoded file that is occasionally sent to Esri while you are working. The collection and submission method is completelyunobtrusive and has no impact on your use of the software.

What kind of data is collected?

Some examples of the data that are collected are hardware information, such as the version of your operating system,information about your graphics card, the commands and tools you are using, how long you use the application, error reportinformation, and so on. The Esri User Experience Improvement program does not collect any personal information related toyou or your organization, such as your IP address, login information, and specifics about any data you may be using.

Does Esri collect information about other software on my system?

No, the program does not actively collect any information outside ArcGIS Maps for Office. However, some general informationmay be collected from third-party software that extends ArcGIS.



If I choose to participate, can I opt out later?

Yes, you can opt in or out at any time by checking or clearing the check box in the ArcGIS Maps configuration settings.

You can also change your preference by running the ArcGIS Maps for Office setup. Choose Repair or Modify and check theoption to participate or stop participating.

Will Esri contact me about the program?

No. The Esri User Experience Improvement program does not collect any personal or contact information that can be linkedback to an individual user. The program is completely anonymous.

What is the size of the generated report?

The Esri User Experience Improvement reports are generally small, averaging a few Megabytes or less.

How is my privacy protected if I choose to participate in the program?

Esri respects your privacy, and does not gather any personal information about you or your system. To properly aggregate andprioritize the data, the program creates a globally unique identifier (GUID) that is stored on your computer. This ID allows us todistinguish between one hundred users providing feedback or one user who provides feedback a hundred times. The GUID isa randomly generated number and is not used to identify you.

For more information, refer to the Esri Privacy Policy.



http://www.esri.com/legal/privacy

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Table of ContentsAbout ArcGIS Maps for OfficeGet startedWhat's newSupported environments

InstallInstall on a single computerDeploy across the enterpriseUpgrade ArcGIS Maps for OfficeUninstall ArcGIS Maps for Office

ConfigureArcGIS authenticationConfigure ArcGIS Maps for OfficeWork with Portal for ArcGISConfigure a custom geocoder

ReferenceFrequently asked questionsEsri User Experience Improvement programCopyright information

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