Installing Esri Maps for Office


Esri Maps for Office, part of the ArcGIS platform, is an add-in for Microsoft Office that brings mapping capabilities into Microsoft Excel and Microsoft PowerPoint. With Esri Maps for Office, you can easily create a geospatial view of your data by creating an interactive map that includes data from Excel and ArcGIS Online —all without leaving the MS Office environment.

For more on Esri Maps for Office see http://doc.arcgis.com/en/maps-for-office/

Requirements

  • MS Office 2010 or 2013 *Office 2016 is not currently supported
  • MS Windows 7, 8, or 8.1. *Windows 10 is not currently supported
  • Internet Explorer 9, 10, or 11

Installing Esri Maps for Office

1) Download the installer from the link below. Choose the bit version that matches your version of MS Office, not your system. *32 bit (x86) is the most common version of MS Office
http://www.esri.com/software/arcgis/arcgisonline/apps/download
2) Run the installer when the download is complete. The setup wizard will be displayed.

Click Next to move to the System Check

Maps For Office - Welcom
 3) The System Check will verify that you have the required software installed to run Esri Maps for Office. Click the Install Prerequisites button to automatically install any missing drivers or other software components.
You may be asked to restart after installing the prerequisites. You may wait until you finish the install to restart. You will have to restart the installer if you choose to restart immediately.Click Next to move to the next step
Maps For Office - System Check
 4)  Click Next to install both the Excel and PowerPoint add-ins and accept the default install location Maps For Office - Install
 5)  From the Connection Settings screen, select My ArcGIS Online Organization.

Enter https://univredlands.maps.arcgis.com

 

OR FOR THOSE IN THE SCHOOL OF BUSINESS
 Enter https://redlandsbusiness.maps.arcgis.com

 

Click Next to install Esri Maps for Office

Maps For Office - Connection- UOR

School of Business settings

 6) Restart your computer if you chose to wait after installing the prerequisites (if required).
 7) Start Excel or Powerpoint and use the Esri Maps ribbon to use the tools. The Getting Started wizard may be displayed to highlight some of the features.  Maps for Office Ribbon
8) Click the Sign In button on the ribbon. This will display the ArcGIS Online Sign In screen.

Click the USE YOUR UOR ACCOUNT button to sign in.
If you’re logged in to any other U of R services such as MyRedlands, Moodle, etc, you will be automatically signed in. If not, you will be redirected to the University’s login screen where you can enter your email address and password.

Maps for Office Login

For more on using Esri Maps for Office see: http://arcg.is/1Rwwuyn

Changing ArcGIS Online Connection

Esri Maps for Office uses a connection to our ArcGIS Online “Organization” to retrieve data and perform analysis. If you enter the wrong url during setup (step 5 above), the add-in will not allow you to sign-in and therefore won’t work properly. Follow the steps below to change the ArcGIS Online connection in Excel.

1) Open MS Excel and open/create a worksheet.
2) Click the big File button up in the left-hand corner of the screen.
3) Click the Esri Maps button in the list that appears to the left and change the url to one of the following:
https://univredlands.maps.arcgis.comOR FOR THOSE IN THE SCHOOL OF BUSINESS
https://redlandsbusiness.maps.arcgis.com
Maps for Office - Change Connection
4) Restart Excel and use the Esri Maps ribbon to sign-in (see steps 7 & 8 above)

 

Contact the Center for Spatial Studies for questions.




Logging into Esri Business Analyst Online and Community Analyst Online


Logging in to BAO and CAO

Business Analyst Online (BAO) and Community Analyst Online (CAO) are GIS web applications developed by the Redlands-based Esri to access extensive demographic and business data with analysis, reports, and maps. A number of business classes at the University of Redlands use BAO  and CAO to explore location-based market analytics. For more information see http://www.esri.com/software/businessanalyst 

Steps for logging in:

0) If you have never logged in to our ArcGIS Online portal with your UofR login, please do so by clicking here and following the steps outlined on this page. This step creates your account and gives you full access to the mapping tools of ArcGIS Online. It may take a few minutes for BAO and CAO permissions to be granted. If you do not receive access within 30 minutes of activating your account, please contact us for assistance.

1) Go to Business Analyst Online at http://bao.arcgis.com or Community Analyst Online at http://communityanalyst.arcgis.com

BAO Splash Screen

2) From the login prompt, click Sign in with your enterprise login. 

BAO login

3) Enter redlandsbusiness into the empty text box (or univredlands if not in the School of Business) and click CONTINUE.

BAO Enterprise Login

4) Click USING YOUR UOR ACCOUNT from the next login screen.

BAO UOR Account

5) In most cases, you will be redirected to a University of Redlands login page – the same one you see when logging into the MyRedlands portal and Webmail. Enter your @redlands.edu account information and click Sign in. You will logged in and redirected back to Business Analyst Online *If you are already logged into MyRedlands, WebMail, or some other University website, you may be automatically signed in without going through this step.

UR Account Login Page

UR Account Login Page

4) That’s it! Start mapping and reporting! For more information on using Business Analyst Online please see Esri’s website.

BAO Start

If you have any questions or problems with this process, please contact us at spatialstudies@redlands.edu




Installing ArcGIS Pro


ArcGIS Pro logoArcGIS Pro is the next generation GIS software product coming out of Esri. It has been completely redesigned to be more intuitive with a new ribbon-based user interface (like MS Office), more powerful as a 64-bit application, and opportunities to solve problems in innovative new ways through features such as simultaneous side-by-side 2D & 3D views.

ArcGIS Pro Installation Steps

Before installing, please review the system requirements and run Esri’s Can You Run It? tool to verify that computer you are installing it meets the minimum requirements. While ArcGIS Pro requires a Windows operating system, it can be installed on a Mac in a virtual machine environment by using software such as Boot Camp or Parallels.

1) Download and run the installer from ftp://css-web.redlands.edu/software/ArcGISPro/ArcGISPro.exe. You may be prompted to login – use your University of Redlands email and password.

FTP site login

2) Click next, keeping the defaults. This is simply extracting the installer, not installing ArcGIS Pro.

3) Confirm that the box is checked next to Launch the setup program and click Close. This will start the ArcGIS Pro installer.

Launch ArcGIS Install

4) Follow the steps in the setup program to install ArcGIS Pro. We highly recommend that you accept all of the default settings. Please note that the install process may take some time!

ArcGIS Pro Setup Dialog

ArcGIS Pro Setup Dialog

5) To start using ArcGIS Pro, you will need to provide your ArcGIS Online login information. Please click here information on how to log in to ArcGIS Pro.

That’s it! Now go map like a Pro!

If you have any problems or questions about this, please feel free to contact us!




Logging In To ArcGIS Online


University of Redlands ArcGIS Online Portal

Logging in to ArcGIS Online with Your UofR Account

If you have a University of Redlands email address, you also have an ArcGIS Online account! Simply login to ArcGIS Online using the same username and password that you do for MyRedlands, your University of Redlands email, and other UofR systems.

*ArcGIS Online and other Esri tools and data are provided for education, research, and administrative purposes only. By logging into the portal, you are confirming that you understand and agree with this and other conditions as described in the Esri Resources Use Agreement.

Steps for logging in:

1) Go to our ArcGIS Online Portal at https://univredlands.maps.arcgis.com  or if you are a School of Business student, the School of Business Portal at http://redlandsbusiness.maps.arcgis.com/

2) Click the Sign In button in the upper right corner. In most cases, you will be redirected to a University of Redlands login page – the same one you see when logging into the MyRedlands portal.

*If you are already logged into MyRedlands, WebMail, or some other University website, you may be automatically signed in without going through the next steps.

Sign in using your UOR account

Sign in using your UOR account

3) Enter your account information and click Sign in. You will logged in and redirected back to our ArcGIS Online Portal.

UR Account Login Page

UR Account Login Page

4) MAP ON!

If you have any questions or problems with this process, please contact us as spatialstudies@redlands.edu




Extracting and Overwriting a Hosted Service in ArcGIS Online


Publishing maps to ArcGIS Online as hosted feature services is a powerful way of collaborating on projects and sharing data and information over the web. The process of creating these data and services is often an iterative process that requires some trial an error to get right. This is especially true when creating services when using platforms such as ArcGIS Collector for field data collection. We regularly need to add fields, change default values, adjust domains and subtypes, etc after our first trip into the field which can lead to some problems when trying to get data in and out of ArcGIS Online. There is currently no way to directly update things like default values, domains, and subtypes through the ArcGIS Online user interface so these changes have to be made in ArcGIS Desktop and republished as services. The good thing is that you can overwrite an existing service in ArcGIS Online and as long as the fields still exist and the map layers stay in the same order, your apps should still work! In order to do this, you need to get all the new features, attributes, and attachments (photos) that have been collected in the field and now reside in Esri’s “cloud” back down to your computer so that you can make the changes and republish. The first thought is that you can just use the Export button available on the Item Details page, but this feature does not currently export the attachments (such as photos) or the domains and subtypes. The steps below show how to get the complete geodatabase schema out of ArcGIS so that you can make necessary adjustments and republish.

0) Make sure you have the Sync property enabled on your service by going to the item details page in ArcGIS Online and clicking the Edit button. Scroll to the bottom of the page to find the Enable Sync checkbox.

1) Connect to your ArcGIS Online hosted services in ArcMap by going to the Catalog Tree and then navigating down to My Hosted Services. If you haven’t logged into ArcGIS Online, do so by right-clicking on My Hosted Services and selecting Sign In.

2) Find the service you would like to modify and drag it into ArcMap. This will add a group layer with the name of service which contains its layer or layers.

3) We will now use the disconnected editing with synchronization features to download the complete geodatabase schema. Right click the service’s group layer and navigate down to Edit Features > Create Local Copy For Editing. This will download the data to your computer with attachments,domain, and subtypes! This very cool feature is meant to be used so you can edit features directly in ArcMap in a disconnected environment and then sync the changes back up to the service. This syncing option will fail if the schema has changed however so we’ll have to try something else.

4) Double-click a layer in the service group layer to open the Layer Properties dialog. Find the Source tab and then copy the long path next to the Database property. This is where the geodatabase is.

5) Copy this path into the location box in the Catalog view and you will see the contents of the geodatabase. Copy this geodatabase to a more useful location (or maybe even overwrite the original source gdb that you published from to keep any mxd’s intact) and make any necessary changes to the schema.

6) You can then recreate the map and republish using the overwrite option and as long as the layers are in the same order the connected web maps and apps should continue to work without issue. NOTE: The service must be at the root of your My Content page when you overwrite it. We have found a bug in the publishing tools when overwriting an ArcGIS Online hosted service that will cause a publishing error when overwriting a service that is nested in a folder in your My Content list. You can always move content from one folder to another without affecting your maps and apps so if the service is in a folder: move it to the root, overwrite it, and move it back. 

Happy Mapping!