Understand geotags

When you add data to your map in ArcGIS for SharePoint, you can use that data as a reference layer for geotagging documents. Layers and their specified attributes provide context for the geotag and geosearch features. You must have edit, design, or contribute permissions to add and configure the map.

Geotags

As a SharePoint user, you can place location-based tags onto your SharePoint documents, allowing you to find them again when you click features on a reference layer on the map.

When you drag a document (or multiple documents) from the list of documents in your SharePoint site onto a location on the map, ArcGIS for SharePoint automatically generates geotags for those documents. There is no need to save the map or the SharePoint page after you geotag your documents.

You can retrieve geotagged documents by clicking that location on the map or by typing specific keywords.

For example, a manager who oversees several sites around a region, each with unique safety documents, can add geotagging reference layers to a map and drag the documents onto their correct location on the reference layer to automatically geocode them.

Create an ArcGIS term set

Note:
This is an optional, one-time process that should be done by the SharePoint administrator. The ArcGIS for SharePoint geotagging workflow creates terms as geotags in the SharePoint term store; these terms are stored in the built-in Keywords term set by default. If you want ArcGIS for SharePoint to create and organize these terms in dedicated term sets, install and use ArcGIS.Microsoft365 management PowerShell. For non-English locales manually add languages to the term set to avoid errors.

Install and configure PowerShell

To install and configure PowerShell, complete the following steps:

Note:

This is a one-time process, performed by the SharePoint administrator.

  1. Ensure that you have the PnP.PowerShell module installed.

    PnP.PowerShell is used for manipulating SharePoint term store, term group, and term set. See Microsoft documentation and PowerShell cmdlets for more information on this module.

  2. Run the following Microsoft Windows PowerShell Install-Module cmdlet as system administrator:
    Install-Module -Name PnP.PowerShell
  3. Run the following cmdlet to configure the PnPPowerShell module:
    Register-PnPManagementShellAccess

    See the PowerShell Setting up access documentation for more information.

  4. Run the following cmdlet to install the ArcGIS.Microsoft365 module:
    Install-Module -Name ArcGIS.Microsoft365
  5. Run the following cmdlet to allow remote signed PowerShell cmdlets and functions:
    Set-ExecutionPolicy RemoteSigned

Usage

This cmdlet needs to be run by the SharePoint administrator.

Connect-PnPOnline -Url https://[yourtenant]-admin.sharepoint.com -Interactive # (or-UseWebLogin)

Note:

This is a one-time configuration per tenant. You must apply the -Interactive flag if your tenant has enabled multifactor authentication (MFA). See Connect PnPOnline for guidance about your specific environment and configuration options.

Run the following cmdlet to create the Esri term group and the ArcGIS term set:

New-ArcGISTermSet

Add the ArcGIS for SharePoint app users in your organization as Contributors to the newly created Esri term group.