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All,

 

We will be moving forward with a release of My Esri on Wednesday March 20th at 5pm (PST).  Please see the below key enhancements and fixes that will be included.

 

Thanks,

 

Josh

 

 

My Esri Release Items

 

General

 

  • An announcement will be added to the Dashboard page regarding the ArcGIS 10.7 product release.

 

Manage Licensing Files

 

  • Updated the Manage License Files experience to show separate cards for Enterprise/Desktop and Portal/Pro license files.

 

  • Removed the provisioning statistics from the Manage License Files page to reduce redundancy and confusion around the license activation process. These statistics can still be calculated using the Licensing Files report.

 

Licensing Esri Products

 

  • The ArcGIS Indoors licensing workflow for 10.7 Portal for ArcGIS and ArcGIS Server has been added.

 

  • License File editing functionality has been implemented for 10.7 Portal License Files. This will allow a user to edit an existing 10.7 Portal licensing file versus having to cancel and redo the process.

 

  • Updated the process for licensing ArcGIS Server Workgroup to reflect the licensing rules associated with the product.

 

  • Resolved the issue for ESLF authorizations where the 'Authorized by' field was blank.

 

  • Resolved the issue where you could not proceed past step 2 in the License Esri Products workflow for Portal 10.7 user types.

You are getting too many copies of ArcNews.

 

You've changed jobs and you still want to receive ArcUser but at your new address.

 

You're an Esri-certified trainer looking for training opportunities.

 

You want to be notified when a new version of ArcGIS Business Analyst is being released.

 

How can these be accomplished?

 

With a few clicks after signing in to My Esri, you can easily access the location from where you can control which publications and notifications you receive from Esri.

 

After signing in, navigate to My Profile > Edit Email Settings.

 

Click Set your preferences.

 

 

You'll now be at the Subscriptions page.

 

 

From here, select which of the publications you'd like to start receiving. You may also unselect any publications you no longer which to receive.

 

Once you are satisfied with your settings, click Save Preferences.

 

The link at the bottom allows you to opt out of all email communications.

 

A link in the Print Newsletters section allows you to opt out of all print mailings. Printed newsletters are only sent to those in the US.

 

If you are receiving publications from your distributor, you'll need to contact them - simply enter the name of your distributor office in the search box there to find their contact information.

 

To stop others from receiving publications, as when a staff member leaves your organization, you may contact us.

 

 

More Information

That link on My Esri uses my work email address. I need to manage publications for my personal email address, too. If you are getting multiple publications, it may be because you have subscriptions under multiple email addresses. You can check your other email addresses from the Email preferences page on esri.com.

 

I'm only getting printed publications, so I haven't given you my email address. How do I unsuscribe from something I get in the mail? From the Email preferences page on esri.com, you can change print publication preferences by giving us the ZIP code and Subscriber ID that appear on the mailing label. You may also use this method to cut down on the number of printed materials your office receives.

 

How does Esri use my personal data? The Email preferences page on esri.com  provides some answers to frequently asked questions, including this one.

Your school offers classes that use Esri training courses as part of its curriculum.

 

As a professor, one of your responsibilities is to set up your students’ accounts so that they have access to the Esri Academy, Esri’s training site. In order to take training, your students need to be connected to your organization in My Esri. This connection lets the Esri Academy know which organization your students belong to.

 

Here’s how you accomplish this.

 

Become a Training Sub Admin

Request permission from your organization’s My Esri administrator using the form on My Organizations > Overview > Request Permissions. You only need to do this if you do not have full administration permission to My Esri already (that is, you do not have Assign permissions permission).

 

Ask them to grant you the Assign training permissions permission, which will allow you to manage students. We call users with this permission Training Sub Admins.

 

Why do you need permissions? On My Esri, permissions drive how you and your students interact with the site. Permissions are what connect you to your organization.

 

Your organization’s My Esri administrator will be notified of your request and grant you permission. You will receive an email with a token with instructions on how to use the token to connect to My Esri. After you follow the instructions, you’ll be connected to your organization, and you can go on to the next step.

 

 

 

Invite Your Students

Now that you are the Training Sub Admin for your organization on My Esri, use My Organizations > Users > Invite Users to send invitations to your students.

 

Enter the email addresses of each student you want to invite.

 

You can enter each address one at a time, or cut-and-paste a list into the input field. Or you can upload an comma separate value (CSV) or Microsoft Excel (XLXS) file using Upload Users. For best results, your file should only have one column in it, with an email address on each line or row.

 

You may invite up to 1000 students at a time.

 

 

 

If any of the email addresses aren’t formatted properly, they will be flagged as invalid. You can click the X to remove each one one-at-a-time, or you can click Remove invalid email addresses to remove all invalid addresses at one time. Note that Next is disabled until all the addresses are valid.

 

 

 

If you’ve entered an email address of a user who is already connected to your organization, My Esri will let you know. It’s OK to leave these matched users on the list; they will be granted the e-Learning permission if they didn’t have it already.

 

 

 

You can both add addresses from a file and input them manually until you are satisfied with the list.

Once all of the email addresses are valid, click Next.

 

Step 2 is for specifying which permissions to grant. However, since you are a Training Sub Admin, you can only set one permission to your students: Access e-Learning. Since this is the only permission you can grant, the other permissions aren’t shown.

 

Most students only need to be connected to the school’s account for the duration of the class. If you want to limit the time frame in which your students can take classes for your school, set a time limit.

 

 

As it states on this step, users whose permissions have expired will automatically be disconnected from your organization 30 days after the End Date. This relieves you from having to disconnect possibly hundreds of students at the end of each term. Should your class be extended, or should your students continue on in another class, you can update all of their time limits at once. More on that below.

 

Once you have the time limit set, it’s on to Step 3.

 

 

 

 

Here’s your chance to add a Tag. These tags can help you keep your student lists organized. Later on, when you view your list of students on My Organizations / Users / Manage Users, you’ll be able to distinguish one set of students from another. However, this is optional.

 

If your students use a different language than the one you are using in My Esri, you can select any of the supported languages for your invitation.

 

You can include a custom message in your invitation. This message will appear in a separate box in the invitation. This is optional.

 

You can add a note that will appear in the My Organizations / Users / Permissions Log for full admins to see. This is also optional.

 

Use Preview Email to Users to see the full text of the invitation email, along with any custom message your provide, in the language you selected. When you’re doing looking over the Preview, click the X in the upper corner of the popup preview window.

 

 

You can go back to a previous step at any time to make changes if you missed anything. Either click Back or click the step number along the top of the form.

 

Once you are satisfied with all the parameters, send the invitations.

 

About Tokens and Esri Accounts

To take training on the Esri Academy, each student must have a public Esri Account.

 

The username and password for that account is what they’ll use to accept the token in the invitation email. They should create this public account in advance by visiting Esri’s website at esri.com and clicking Sign In in the upper corner.

 

Later, your students may use this same Sign In link to sign in to the Esri Academy to take their course.

 

 

 

 

Each invitation email includes a unique token, which My Esri uses to identify each student. If students share computers, they must ensure they are signed in with the account they want to assign to the token.

 

Each token may be used only once; they cannot be shared.

 

The email explains the way for them to manually enter the token after they sign in.

 

Tokens must be accepted within 6 weeks of issuance; unused tokens that are older than 6 weeks are deleted. The email that your students receive will tell them this, but you may need to remind them not to wait until the last week of class to accept their tokens.

 

The semester has ended. Now what?

When your semester or quarter or class has ended, and the students no longer need access to your organization, you have several options to manage their access.

 

From My Organizations > Users > Manage Users, you’ll see a prefiltered list of your students. You can further filter the list by filtering on a tag, or on whether the permission is active or pending, for example.

 

From here, you can edit each student individually.

 

An active account is one where the student has accepted the token; a pending invitation means that the student hasn’t accepted the token yet. If their token is still pending, you can use Resend Invitation.

 

 

Remember that the student’s connection to your organization will be removed 30 days after the last day in the time limit you set.

 

A connection is removed when all of the permissions to an organization are removed. Note that this does not delete their public Esri Account – the Account remains. The student can use that account for other purposes – it belongs to them.

If you want all those students removed on that day, no further action is needed.

 

If only a few students will carry over into a new class, use Edit Permissions (click the pencil icon) to extend their time limits. Then their connection won’t be disconnected until 30 days after the new end date.

 

If a student drops your class, you can disconnect them by clicking the X at any time.

 

To update all the students at one time, use Permission Bulk Update. This tool is found on the same Users sub tab as Manage Users and Invite Users.

 

The list of users you can edit are limited to those with the e-Learning permission. Use the wizard-based form to perform any of these actions on your student’s permissions.

 

 

For example, say the class was extended, and you want to add a week to the time limit for all of your students in your Geography 101 class.

 

Click Set a new time limit. You’ll be prompted for the new time range. Supply that, then go on to the next step.

Since you tagged all these users, use the Tag Filter to narrow the list. Check the boxes next to the students you want to update. Note that you do not have to select all the students – you can only do a few if you want. But also note that if you click the checkbox in the filter bar to select all the students, you are only selecting all the students on the current page; navigate to each page to ensure you’ve selected all the students.

 

Step 3 of this wizard is very similar to Step 3 of Invite Users – you can specify a note for the log, send a custom message to the user. Here you can also decide if you want to send the students an email at all. If you select No for Send email to user, no emails will be sent.

 

Review the choices you made on Step 4, the Summary page. Use the steps at the top of the form, or use Back to go back and change anything if necessary. Then click Set Time Limit to make the specified changes.

 

Troubleshooting and Tips

Your organization does not have an admin. If your organization lacks a full My Esri admin, your permission request is sent to your organization’s Esri Customer Service Representative (CSR) if you belong to an organization in the United States, or to your distributor if you belong to an organization outside the US. They will process your request.

 

What permissions do I have? You can see all the permissions you’ve already been granted from My Profile > Profile Overview. In the Connected Organizations section, you’ll see a card for each organization you are connected to. Expand the permissions within each card (or Expand/Collapse All) to see what permissions you have.

 

Your students sign in on the Esri Academy, but get an error about maintenance. Contact your CSR or distributor to ensure your organization’s maintenance is up-to-date. You can use the Ask a Question form on My Esri to contact them.

 

A student’s token has expired. If a student waits too long to accept the token they were sent, you’ll need to send them a new token. Invite them again.

 

I’m a full admin – can I do this, too? Absolutely! All of the instructions in this document work for both Training Sub Admins and full admins (those with Assign Permissions permission). The only difference is that you will see more tools and permissions along the way.

 

I use more than My Esri to manage my students. Where I can get more info about this? These resources may help you understand more about managing an enterprise-wide solution, and explain how you manage students from ArcGIS Online.

 

What do you mean by “organization”? An organization on My Esri is equivalent to your place of business, school, governmental organization, or other entity. Each organization on My Esri has one customer number. The term "organization" is used slightly differently on My Esri than it is on ArcGIS Online, where "organization" relates to a subscription.

We’ve added a few features to the Licensing page to help us in our ongoing goal to make the licensing process simpler and more convenient to use.

 

License File Configurations

We’ve added a button to the License Esri Products workflow that allows you to save a configuration for files that you make multiples of, so you don’t have to keep going back and forth through the process.

 

The button shows up in all the steps of the process to allow you to create a configuration however you choose.

Once you’ve saved the configuration you can go to the Manage License File Configurations link to use it again or delete it if you no longer need it. You can also make changes to a configuration and save it or create a new, separate configuration.

 

License File Tags

We’ve also added the ability to tag license files to allow you to designate who the file is for, what department, location, etc. Any label you need to add to a license file can be added by tagging it.

 

To give you more control over the tags that are created for your organization there is a permission set up to allow whoever you designate to create, edit, or delete tags. If you have this permission turned on you will see a ‘Manage License File Tags’ link. From that link you can add a new tag.

 

You will also see a list of tags and how many license files that tag is used in. From here you can make edits to the tags or delete them.

 

Once you’ve created a tag is will be available to use in the License Esri Products workflow for your organization. You can also create tags from here if you have the Manage License File Tags permission turned on.

All,

 

We will be moving forward with a release of My Esri on Wednesday March 6th at 5pm (PST).  Please see the below key enhancements and fixes that will be included.

 

Thanks,

 

Josh

 

My Esri Release Items

 

Licensing

 

  • The ability to tag a generated license file has been added. This will help organizations better manage deployed licenses versus having to input information into the licensing file notes.

 

  • The ability to save a license file configuration has been added. This functionality benefits users who license many files that have the same characteristics as it can be reused versus having to go through repeated licensing steps.

 

  •  For Large (Enterprise Agreement) organizations, the End User Information step of the License Esri Products workflow will now contain a dropdown list of available sub-entity organizations that are tied to the organization. This functionality will ensure that when licensing files are created, the correct information is captured.

 

  •  'Formerly Level 1' and 'Formerly Level 2' labels to Viewer and Creator user types have been added to the Review step in the License Esri Products workflow.

 

  •  Labeling and licensing logic has been added to the create license files workflow for ArcGIS Server Workgroup.

 

  • The issue where the 'All Activated' file status was not showing in the Licensing Files report has been resolved.

 

  • The issue where the Created By field was coming back blank on ArcGIS Pro license files has been resolved.

The My Esri team gets a lot of feedback from users who are trying to use their Personal Use copy of ArcGIS Pro, but they can't sign in because they get this error message:

 

Sign-in error message when user has ArcGIS public account

 

The link provided on Learn more has the answer. It points to this helpful document on the ArcGIS Pro pages: Sign-in troubleshooting—ArcGIS Pro | ArcGIS Desktop 

 

That document explains that this Esri Account is not part of an ArcGIS organization. An ArcGIS public account has limited access to ArcGIS Online and does not allow this user to use ArcGIS Pro.

 

Anyone can confirm that their Esri Account is a public account by signing in to ArcGIS Online from a web browser. If the URL is www.arcgis.com/home/index.html, the account is public. An ArcGIS organization account has the form www.<orgname>.maps.arcgis.com/home/index.html.

You've moved on: you've changed jobs, or retired, or graduated from school, for example. It's time to clean house. You want to remove the connection you have with the old organization in My Esri.

 

You can do this a couple of ways.

 

The first way is to use the form found at My Organizations > Overview > Contact My Administrator to request the admin at that organization to remove you. This will send an email to all the admins at your organization, letting them know you want to be disconnected. The burden is then on the admin to sign in to My Esri and disconnect you. However, if your organization lacks an admin, that will not be an option for you. Or if the admin is on vacation, or misses your email, you will still be connected.

 

The easiest and fastest way to handle this is to do it yourself.
 
Navigate to My Profile > Disconnect from Your Organization. Here you'll see a list of all the organizations you are connected to. Click Disconnect for any organization you no longer want to be connected to.
 
 
The organization will no longer appear in your list of organizations to select througout My Esri. Any access you had to its downloads, licensing, training information, User Conference registration information, and more, will be removed.
 
Administrators at the old organization will receive an email letting them know you are no longer connected to their organization.
 
That's how you do it if you were connected. But what if you weren't connected yet - if you had only asked to be connected, but have changed your mind?
 
If you used the Request Permissions form, requesting to be connected to an organization, but no longer want to be connected, you can use the Withdraw tool at My Profile > Pending Permissions Requests.
 
 
Unlike disconnecting yourself, no one is notified of this change. Because permission requests aren't necessarily tied to an organization, there isn't anyone to notify in most cases. However, if your request contained the right organization information (as when you request additional permissions to an organization you are already connected to), a record of your withdrawal is added to that organization's Permissions Log, so that the admin has visibility to your decision.
 
 
We hope you are finding these blog posts helpful. We welcome your comments, and also your suggestions for future blog posts. Is there something you need help with in My Esri? Let us know by adding your comments below.

Historically, Esri provided an additional 30-day grace period for the first-year maintenance of perpetual licenses of some Esri products. This grace period was to allow for shipping time when Esri primarily delivered software on physical media.

 

This grace period was only for the first year of maintenance of perpetual licenses; subsequent years did not include a grace period. Term licensing also does not include a grace period.

 

Since all Esri software is now delivered digitally, and to make it easier for customers to line up their purchases of perpetual and term licenses, Effective April 1, 2019, we are eliminating this grace period for initial purchases of the following Esri software:

 

  • ArcGIS Desktop
  • ArcGIS Data Appliance
  • ArcGIS Engine
  • ArcGIS Enterprise
  • ArcGIS Runtime
  • ArcGIS StreetMap Premium
  • ArcGIS Business Analyst, Desktop, and Enterprise
  • ArcPad
  • Demographic Data
  • Esri CityEngine

 

Customers currently on their initial year of maintenance will maintain the 30-day grace period. Please contact your account manager, Esri Customer Service, or your local distributor for further information.

In our next release scheduled for March 6th we will be adding a feature to the License Esri Products workflow that will allow you to add tags to better help identify files. You can add tags to assign a file to a specific person, location, or functionality as an example.

In preparation for the release of the licensing tag feature we have added a new permission to My Esri to allow users to manage these tags. You should now see a ‘Manage Licensing Tags’ permission grouped with the ‘View licensing information’ and ‘Take licensing actions’ permissions.

 

 

Turning this new permission on will allow users to create and edit licensing tags for your organization once the functionality is released. We’ve added the permission now so when the new functionality is turned on your organization will be ready to implement licensing tags.

All,

 

We will be moving forward with a release of My Esri on Wednesday February 20th at 5pm (PST).  Please see the below fixes that will be included.

 

Thanks,

 

Josh

 

 

My Esri Release Items

 

 Licensing

 

  • Resolved the issue with report filters in the Licensing Files report where the License Type wasn't working properly.
  • Resolved  the issue in the License Esri Products workflow where ArcGIS Pro Add-ons were showing term dates on the summary page even if perpetual licenses were chosen.

We've written this new document (attached) that we hope admins will find useful. It covers the same tools and processes discussed in the blog post A Day in the Life of a My Esri Admin, but in downloadable PDF format.

 

From now on, when a user is made an admin by being granted Assign Permissions permission, this document will be provided to them as a link in the invitation email they are sent from My Esri.

 

If you are already an admin, feel free to download this new PDF from this blog post.

 

Note that this document is currently only available in English; we are in the process of having it translated into the 30+ languages supported by My Esri.

If you are an authorized caller for your organization in My Esri, you might find this 3-minute video helpful. It walks you through the steps to create a case, from signing in to submission.

 

How to Request a Technical Support Case through My Esri - YouTube 

 

Thanks to our Norwegian distributor, Geodata Systems Technologies, Inc., for posting this.

All,

 

We will be moving forward with a release of My Esri on Wednesday February 6th at 5pm (PST).  Please see the below key enhancements and fixes that will be included.

 

Thanks,

 

Josh

 

 

My Esri Release Items

 

License Summary

 

  • The discontinued status has been added to Term Licenses in View License Summary.

 

Permissions

 

  • Users who are granted Assign Permissions (My Esri Admin) will now receive an updated confirmation email that contains a link pointing to detailed information that overviews My Esri admin responsibilities. Initially this document will only be available in English, but we will provide it in other languages as they become available.
  • Resolved the issue where users with 'View Training permission' where unable to see the Training report.

 

Licensing

 

  • A text field option has been added to the email delivery process part of the License Esri Products workflow.
  • The output JSON file name for ArcGIS Enterprise Portal has been updated to include File ID and date.
  • The issue where the Generate Portal for ArcGIS workflow was returning a 504 error for large customers has been resolved.
  • The issue in Manage License Files where the ‘Created by’ field was coming back blank for Portal license files has been resolved.
  • Resolved the issue where authorization numbers that were added to an existing licensing file where not displaying.

 

Organization Profile

 

  • Resolved the issue where the 'Contact My Administrator' option was not displaying.

 

Reporting

 

  • Resolved the issue where filters weren't working for translatable fields in the Licensing Files report.

In our ongoing efforts to simplify the site and to be more consistent with changes to our licensing process we have made some updates to My Esri. Here is an overview of those updates:

 

Terminology Updates:

  • To be more consistent with licensing terminology, we have changed areas of the site that refer to 'provision' to 'license'.
    • The 'Create Provisioning File' link on the Licensing tab has been renamed 'License Esri Products'.
    • The 'Manage Existing Provisioning Files' link on the Licensing tab has been changed to 'Manage License Files'.

Streamlined Process Updates:

  • The last two steps of the licensing process have been combined to reduce the number of steps.
    • This combines the Delivery Method and Review steps into one.
  • For Products where you do not license extensions the License options have been removed.

Reporting Updates:

  • In the Authorization Activity Report we’ve removed items that are provisioned.
    • These aren’t always actually activated, so they can throw your numbers off.
  • We’ve moved the provisioned items to a new report.
    • This report will allow you to keep track of your license files and if they have been used or not.

Experience Updates:

  • A new Basic view has been added to the Licensing page that highlights the standard workflows to help you get your software up and running.
  • We’ve changed all references to ‘Provision’ to ‘License’.

All,

 

We will be moving forward with a release of My Esri on Wednesday January 23rd at 5pm (PST).  This release is very exciting as it will have 10.7 licensing updates, and overall licensing experience changes.  Please see the below details on these as well as other key enhancements /fixes that will be included.

 

Thanks,

 

Josh

 

My Esri Release Items

 

 

Licensing

 

Terminology Updates:

 

  • To be more consistent with licensing terminology, updates have been done in areas of the site that replace the word 'provision' to 'license' where applicable.
    • The 'Create Provisioning File' link on the Licensing tab has been renamed 'License Esri Products'.
    • The 'Manage Existing Provisioning Files' link on the Licensing tab has been changed to 'Manage License Files'.

 

Streamlined Process Updates:

 

  • The last two steps of the licensing process have been combined to reduce the number of steps.
    • This combines the Delivery Method and Review steps into one.

 

  • For Products where you do not license extensions, the License options have been removed.

 

  • Removed the License (formerly Provisioned) options for Additional Portal Products and ArcGIS Pro (for Portal use) in the License Esri Products workflow as these are not needed due to their only being one option.

 

  • Fixed the issue where the Convert ArcGIS Pro Named Users workflow was cutting off at 50 records.

 

 

Reporting Updates:

 

  • Provisioning information has been removed from the Authorization Activity Report.
    • These aren’t always actually activated and has caused confusion when users are trying to understand authorization activity.

 

  • A new provisioning/licensing report has been created.
    • This report will allow users to keep better track of their created license files.

 

Experience Updates:

 

  • A new Basic view has been added to the Licensing page that highlights the standard workflows to help users get their software up and running.

 

 

10.7 Pre-Release Version Updates:

 

  • Added the new 10.7 licensing workflow (User Types) for ArcGIS Enterprise.
  • Added version 10.7 to the downloads.

 

 

Developers

 

  • Added the new pre-release 10.7 licensing workflow to the Developer tab.