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Configure ArcGIS Maps for Office

ArcGIS Maps configuration settings

The ArcGIS 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 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 ArcGIS Enterprise instead, provide the URL to your ArcGIS Enterprise portal instance here. Depending on the security policy within your organization, your web browser may try to block the login page. If this occurs, add the website to the Trusted Sites list in your browser. For more information about working in a disconnected environment, see Work with ArcGIS Enterprise.
  • Check for updates—Check this box to automatically check for software updates. You'll be notified if a new version of ArcGIS Maps for Office is available.
  • Use specified spatial reference when exporting point data—When you export layer data, you can specify the spatial reference system to use, and optionally define that coordinate system as the default for all future export functions. The default setting applies to both exporting to a new file and exporting to a new worksheet in the current workbook. If this is not set, ArcGIS Maps for Office generates latitude and longitude coordinates relative to the current basemap's coordinate system by default. The line below the check box identifies the specified spatial reference. Uncheck this box to display the spatial reference options pane when you export data.
  • Fall back to cloud resources—If your organization uses ArcGIS Enterprise, the resources must be installed on the same system as the portal. Check this box to allow users to work with ArcGIS Maps for Office if the resources are not available on your portal and the user has Internet connectivity.
  • Participate in the Esri User Experience Improvement program—Check this box to provide anonymous information about your system and how you use ArcGIS Maps for Office. Clear the box to opt out of the program. For more information, see Esri User Experience Improvement program.
Note:

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

Organizational roles

A 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 and assigning custom roles.

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

Custom roles are configured through ArcGIS Online (or ArcGIS Enterprise) 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 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

Add data from Excel:

  • use addresses

  • Premium content: Geocoding

  • use lat/long coordinates

  • No privileges required

  • use standard administrative boundaries (U.S. States, ZIP codes, country)

  • Premium content: GeoEnrichment
  • Premium content: Demographics

Add data from ArcGIS

  • TODO

Add map notes

  • TODO

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

Style layer (including heat maps)

  • No privileges required

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:
    • Share with groups
    • Share with organization
    • 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

Find nearby features

  • Premium content: Network analysis
  • Premium content: Spatial analysis

Add infographics cards

  • Premium content: GeoEnrichment
  • Premium content: Demographics

Share layer or share map

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

View infographics

  • Premium content: GeoEnrichment
  • Premium content: Demographics

Create report

  • Premium content: GeoEnrichment
  • Premium content: Demographics