web gis: steps for success - esriconfigure your web gis portal home 3. establish a brand for your...

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Web GIS: Steps for Success Bonnie Stayer, Esri Allison Baker, Senior Data Analytics Manager, Federal Communications Commission Brian Funk, Director, NCI, Federal Communications Commission Information Technology Center

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Web GIS: Steps for SuccessBonnie Stayer, Esri

Allison Baker, Senior Data Analytics Manager, Federal Communications

Commission

Brian Funk, Director, NCI, Federal Communications Commission

Information Technology Center

Overview

• Not a step-by-step how to, but guidance and tips

• A discussion of best practices for you to consider

• Topics

- Establish your Web GIS portal

- Configure for best experience

- Engage users

Your Web GIS

Your geographic

information portal

Professional

GIS

Executive

access

Public

engagement

Work

anywhere

Knowledge

workers

Developer

community

Enterprise

integration

ArcGIS

Establish the

vision and

governance

Vision and Governance

• 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

Suggestions

• Communicate early, often, and well

• Prototype and test before rolling out

• Implement successful patterns

• Establish essential procedures and guidelines

• Be flexible, adapt, and evolve

Configure your

portal home

Organization settings

• Home page (banner and background)

• Featured content (ribbon)

• Gallery content

• Default map and basemaps

• Custom app templates

• Utility services

• Security settings

• More…

Other ways to deliver access to your content

• Embed maps and apps

• Group gallery app template

• Group gallery ribbon

• Open Data

Establish your

brand

Organization visual branding

Organization profile

Organize your Web

GIS portal

Groups help organize activities

• Access to resources

• Collaboration within the organization

• Collaboration between organizations

Group best practices

• Use consistent visual cues

• Intuitive naming conventions

• Add useful descriptions

• Pre-populate with content

• Create a resource destination

Open Data Groups Department/Project Groups

Admin Groups

Group affiliation

• Groups can be:

- Private

- Organization only

- Public

• Membership:

- User can apply

- Invite only

• Contributors:

- Only group owner

- All members

Add useful content

Add existing content

• ArcGIS services

• Shapefiles, spreadsheets, map templates, and more…

• Create new hosted services as needed

Registering your ArcGIS services

(1) Add service

(2) Configure

(3) Save layer

Make your content discoverable

Organization

gallery

Description,

Summary, Access,

Use Constraints and

Tags

Groups

Thumbnails

Better thumbnails Location

hints

Graphic hints

Content hints

Hybrid

Create useful

and compelling

information

products

MapsHow we communicate geographically

Pop-upsConsider the entire information product

Charts Images and Links

Formatted text

and Charts

AppsPutting together the entire information experience

Map viewer vs. appsDeliver your map in the right context

Map viewer (for authoring)

Storytelling basic template

Public information

templateStory map tour

Invite members

Invite users

Use enterprise logins

(Best)

Assign level and

role

‘Pre-establish’ recommended

Invite from file

Levels Roles Privileges

Viewer User Publisher Administrator Custom

Use 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

Level 1 – View only

Level 2 – Any other

roles/privileges,

including app

access

Group affiliation

• Invitations sent by group owners or

admins

• Admins can add members automatically

• As long as a username has been

established, a user can be invited/added

to a group

Member profiles

Connect with

enterprise

workflows and

systems

Your ArcGIS organization serves everyone

ArcGIS Pro

Esri Maps for Office,

Cognos, Sharepoint,

etc.

Collector for ArcGIS

Dashboard for ArcGIS

Navigator for ArcGIS

Promote your Web

GIS

Promote your organization

Review and Q & A

1. Establish the vision and governance

2. Configure your Web GIS portal home

3. Establish a brand for your content

4. Organize your Web GIS portal and

assets

5. Add content and leverage your work

6. Create useful information products

7. Invite members

8. Connect with your enterprise

9. Promote your Web GIS

Resources

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

FCC ArcGIS Online page: https://fcc.maps.arcgis.com/home/index.html

FCC Maps: https://www.fcc.gov/maps

Upcoming Sessions

• 11:00am – 12:00pm

- Getting the Most Out of ArcGIS Web App Templates – Room 150A

- Developing an Open Data Strategy – Room 156

• 1:30pm – 2:30pm

- ArcGIS Enterprise: Setting It Up – Room 147B

- Establish an Initial Operating Capability for Your Organization – 150A

• 2:45pm – 3:45pm

- ArcGIS Enterprise: Portal Administration – Room 147B

- ArcGIS Online: Administering Members in Your Organization – 156

• 5:15pm – 6:15pm

- ArcGIS Online: Collaboration for Your Organization – Room 156

Please Take Our Survey on the Esri Events App!

Select the session

you attended

Scroll down to find

the survey

Complete Answers

and Select “Submit”

Download the Esri Events

app and find your event

Print Your Certificate of Attendance

Print stations located in the 140 Concourse

Monday

12:30 PM – 6:30 PM

GIS Solutions Expo,

Hall B

5:15 PM– 6:30 PM

Expo Social,

Hall B

Tuesday

10:45 AM– 5:15 PM

GIS Solutions Expo,

Hall B

6:30 PM– 9:30 PM

Networking Reception,

Smithsonian National Air

and Space Museum