Share a page

Note:

Pages can be shared in all Insights deployments. You must be signed in to an ArcGIS organization (either ArcGIS Online or ArcGIS Enterprise 10.7.1 or later) to share pages from Insights desktop. Pages can be saved locally without being signed in to an organization.

Shared pages are a read only view of your maps, charts, and tables at the time that your page was shared. Who can view your page will depend on who the page is shared with and how it is distributed. Insights licenses are not required to view a shared page, but the viewer may be required to have an account in your ArcGIS organization.

Share your page

Pages can be shared to create Insights page items. Insights page items can be opened in the interactive Page Viewer.

Follow these steps to share your page:

  1. Click the Page options button Page options on the page that you want to share.
  2. Click Share As. The Share as window appears.

    If you are sharing a page with database tables from Insights desktop to Insights in ArcGIS Online, a window appears warning you that the data will be copied, rather than referenced from the database. Click OK to continue to the Share as window.

  3. Change Type to Page.
  4. Add a title, description, and additional tags if desired. If you have already shared the page, the fields will be automatically updated for you. You can still edit any of the fields before sharing.
  5. Choose who you want to share your page with. You can share the page with your organization, select groups from your organization, or share the page with the public.
  6. Click Share or Update.

Once your page is shared, a new window will appear giving you the ability to view your shared page, view the page item in your organization, copy the <iframe> to embed the page in a story map or web page, or schedule updates to the shared page. Once the window is closed, the Insights page item will continue to be available from the Pages tab on the home page.

Note:

Insights desktop pages will be shared to the primary ArcGIS connection.

If you are sharing pages with database tables from Insights desktop to Insights in ArcGIS Enterprise, you may have to map your database connections.

Page items

When you share a page, an Insights Page item is created. When accessed, the page item opens a separate read-only viewer that allows others to interact with cards by making selections and viewing pop-ups.

The Page Viewer can be accessed by anyone with an ArcGIS account, even without an Insights license. Users without an ArcGIS account can also access the Page Viewer to see public pages if they have access to the URL for the item. The Page Viewer is interactive, but does not allow editing functions, such as adding or deleting cards, or performing spatial analysis.

Embed a page

Shared Insights pages can be embedded in source code using an <iframe> HTML element. An <iframe> is generated when a page is shared and can be copied and pasted into story maps, web pages, blogs, and any other platform where HTML is used. If an <iframe> is being used in a web page or blog then the page must be shared with everyone. If the pages are not public, the shared page will not be visible on the web page or blog.

Who can see your page

Page visibility is based on who the page is shared with and how the page is being viewed. The following chart summarizes who can see a shared page based on the sharing parameters and the viewing method.

Share with:Page Viewer<iframe>

None

You, members of your organization with administrator privileges.

Story map: You.

Web page: Shared page will not be visible.

Organization

To see a page shared with the organization in the Page Viewer, the following specifications about the user's account must be true:

  • Any user type applied
  • Insights license or Essential Apps Bundle*
  • Member of the organization

Story map: To see a page shared with the organization in a story map, the following specifications about the user's account must be true:

  • Any user type applied
  • Insights license or Essential Apps Bundle*
  • Member of the organization
Note:

The story map and Insights page must be made in the same organization for both the page and story map to be accessible by the same users.

Web page: Shared page will not be visible.

Groups

To see a page shared with specific groups in the Page Viewer, the following specifications about the user's account must be true:

  • Any user type applied
  • Insights license or Essential Apps Bundle*
  • Member of the organization and the specified group

Story map: To see a page shared with specific groups in a story map, the following specifications about the user's account must be true:

  • Any user type applied
  • Insights license or Essential Apps Bundle*
  • Member of the organization and the specified group
Note:

The story map and Insights page must be made in the same organization for both the page and story map to be accessible by the same users.

Web page: Shared page will not be visible.

Everyone

Everyone who can access the items, or who has access to the Page Viewer URL. For Insights in ArcGIS Enterprise users, access may also be limited based on firewalls and other security features.

Story map: All users who can view the story map (organization, groups, or public).

Web page: All members of the public.

*An Insights license is included with the Insights Analyst user type.

Cross filters

Cross filters are enabled on shared pages for cards that have the Enable cross filters button Enable cross filters activated.

For more information on cross filters, see Filter data.

Change the shared status

Shared pages are saved as Insights Page items. The status of the Page item can be changed using the Share button Share for the item on the home page.

For more information, see Share your work.

Print your page

Pages can be printed to create reports and handouts. Follow these steps to print your page:

  1. Click the Page options button Page options on the page that you want to print.
  2. Click Print Page.
  3. From the Print window, choose the print destination and configure the page to use the correct layout and color options.
  4. Click Print.

Data on shared pages

Shared pages include a snapshot of the data at the time the shared page was created. Therefore, you must reshare the page to view updates to your datasets or analysis. Data will be displayed live in the following exceptions:

  • A cross filter is applied to a card.
  • A predefined filter is used on the page.

In Insights desktop, pages with secured data from a data-only ArcGIS connection and cross filters applied will fail when shared to the primary ArcGIS connection because of an invalid URI. The issue can be fixed by an ArcGIS administrator using the following steps:

  1. For the portal used in the data-only connection, sign in to the ArcGIS Portal Directory as an Administrator. The URL for the ArcGIS Portal Directory is in the format https://webadaptorhost.domain.com/webadaptorname/portaladmin.
  2. From the Portal Administrator Directory, click Security > OAuth > Get App Info.
  3. For App ID, enter arcgisInsights.
  4. Change the Format to JSON.
  5. Click Get App Info.
  6. Copy the JSON output.
  7. Return to the OAuth page.
  8. Click Update App Info.
  9. Change the Format to JSON and paste the copied text into the App Info text box.
  10. Add the information for the primary connection into the redirectURIs array. Use the following code as an example:
    {
    	"appId":"arcgisInsights",
    	"redirectURIs":["https://dataonlyconnection.domain.com",
    			"https://primaryconnection.domain.com"]
    }
  11. Click Update App.

The shared page can be reloaded and the secured data will be available.

Resources

Use the following resources to learn more about sharing pages: