This is an archive related to a previous version of ArcGIS Maps for Office. If you need the current version go to http://doc.arcgis.com/en/maps-for-office.

Configure Esri Maps for Office

Esri Maps configuration settings

The Esri Maps configuration settings are located in the Microsoft Office Backstage view. To access these settings, click the File tab on the ribbon in Excel or PowerPoint and click Esri Maps.

From the Backstage view, you can configure the following options:

  • ArcGIS Connection—By default, Esri 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 browser may try to block the log-in page. If this occurs, add the website to the Trusted Sites list in your browser.
  • Check for updates—Check this box to automatically check for software updates. You will be notified if a new version of Esri Maps for Office is available.

Microsoft Office Backstage view for

Organizational roles

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

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

To use this feature

You need the following privileges

Find hot spot (and save results to ArcGIS)

  • GeoServices: 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 (optional)
    • Sharing: Share with organization (optional)
    • Sharing: Share with public (optional)

Find hot spot (do not save results to ArcGIS)

  • GeoServices: Spatial analysis
  • Content: Publish hosted features

Share layer or map

  • Content: Publish hosted feature layers
  • Content: Create, update, and delete
  • Sharing: Role must have one of the following three:
    • Sharing: Share with groups (optional)
    • Sharing: Share with organization (optional)
    • Sharing: Share with public (optional)

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
  • GeoServices: GeoEnrichment
  • GeoServices: Demographics

Add data from Excel

  • GeoServices: Geocoding

Add heat map

  • No privileges required

View infographics

  • GeoServices: GeoEnrichment
  • GeoServices: Demographics

Create report

  • GeoServices: GeoEnrichment
  • GeoServices: Demographics

Enrich map

  • GeoServices: GeoEnrichment
  • GeoServices: Demographics