Configure ArcGIS for SharePoint

As an ArcGIS for SharePoint site collection administrator, you are responsible for configuring SharePoint.

To begin, you specify the ArcGIS named user account used to run the ArcGIS Maps Locate workflow and charge credits consumed by the ArcGIS for SharePoint workflows. If necessary, initialize the term set used to store geotags generated by the ArcGIS Search add-in. By default, ArcGIS for SharePoint uses OAuth 2.0 authentication; if you want users to sign in using their enterprise credentials, specify your organization's subdomain. You can also set options for the Esri User Experience Improvement program here.

Note:

ArcGIS for SharePoint Online supports connections to ArcGIS Online; it does not currently support connections to ArcGIS Enterprise.

The ArcGIS named user account specified during configuration is used to generate an app item in ArcGIS Online. This app item is used for the following purposes:

  • The app item generates an access token used by the ArcGIS Maps Locate workflow (only available in ArcGIS Maps Classic).

Note:

In older versions (4.2 and earlier), ArcGIS for SharePoint used an app token to authenticate access to ArcGIS while running the ArcGIS Maps Locate workflow. As of version 5.0, the ArcGIS credentials you specify while configuring the web part are based on an ArcGIS named user account and use a user token for authentication. This provides more security and allows users to access private geocoders. Although existing app tokens are still supported in version 5.0 if you upgrade from a previous version, this feature will be deprecated in a future release. It is highly recommended that you upgrade to the latest version and configure the app using ArcGIS named user credentials to enable user tokens.

When the ArcGIS credentials are set, users can view the map as guests, without needing to sign in to ArcGIS. Guest users have limited access to the map; to fully interact with the map, users must sign in to ArcGIS.

After you complete the app configuration, users can sign in as a named user in the ArcGIS Maps ArcGIS Maps web part using their own user credentials. Any credits consumed by the app (for example, driving routes or infographics) are charged to the user's account.

Caution:

ArcGIS for SharePoint supports different authentication methods; these procedures describe how to configure the app with the default OAuth 2.0 authentication. For other authentication methods, see Configure enterprise logins.

Access ArcGIS for SharePoint app configuration

Prerequisite:

You must be a SharePoint site collection administrator to access the ArcGIS for SharePoint administration menu and configure the app.

  1. In the ArcGIS for SharePoint Administration section, click App Configuration.
    ArcGIS for SharePoint details page

    The ArcGIS for SharePoint Configuration page for that site collection appears.

  2. Continue setting the configuration options for the site collections as described in the following sections.

Set the ArcGIS credentials

ArcGIS for SharePoint uses a single ArcGIS named user account to create an app item in ArcGIS Online. This app item is used to generate an access token used to run the workflow and charge credits consumed by the ArcGIS for SharePoint workflows.

The app item is protected in ArcGIS Online.

  1. In the ArcGIS credentials section, enter the credentials and click Set.

    A message window appears, stating that you will need to provide login credentials to set the credentials used to run the ArcGIS Maps Locate workflow.

  2. Click OK to close the message.
  3. In the ArcGIS sign in window, type the username and password for the named user account to use to run the ArcGIS Maps Locate workflow in ArcGIS for SharePoint.

    The password is case sensitive. The account's ID will appear under the Identity title in the ArcGIS credentials section of the app configuration page.

  4. To change the ArcGIS credentials to use a different account or to renew the ArcGIS credentials, click Set.

    The ArcGIS sign in window appears.

  5. Sign in with the credentials used when the account was initially set up or enter the credentials for a different account and then click Sign in.
  6. To delete the previously set credentials, click Delete.

    Tip:
    Occasionally, ArcGIS credentials have a limited token life-span. A warning message will appear in the ArcGIS credentials pane notifying the administrator that the credentials are about to expire. Click Set at any time to renew the credentials.

Configure enterprise login

You can specify your ArcGIS organization's subdomain to enable enterprise logins across your SharePoint site collection. Configuring enterprise logins allows members of your organization to sign in to ArcGIS for SharePoint using the same credentials they use to access your enterprise information systems.

  1. Type the subdomain of your ArcGIS Online organization in the URL field and click Set.

    If the URL is not found, an error message appears. Verify the URL and try again.

  2. To disable enterprise login and revert to the default ArcGIS sign-in method, clear the subdomain field and leave it empty.

Initialize term set

Geotags generated by the ArcGIS Search add-in are stored in the SharePoint Term Store Management.

Note:

You must be a term store administrator to manually create a term set and term set group used by ArcGIS Map Search.

Click Initialize to set up the geotag term set.

ArcGIS for SharePoint is not automatically activated when you create a new site collection. For new site collections, browse to the Site settings page, click Site collection features, and activate the ArcGIS for SharePoint feature. This makes all the functionality included with ArcGIS for SharePoint available on the site collection.

See the ArcGIS for SharePoint Esri Community blog for more information.

Set Esri User Experience Improvement options

You can choose to participate in the Esri User Experience Improvement (EUEI) program. Check this box to provide anonymous information about your system and how you use ArcGIS for SharePoint. Clear the box to opt out of the program. For more information, see Esri User Experience Improvement.