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How to manage ArcGIS with your Institution Agreement

11-04-2019 08:04 AM
Esri Regular Contributor
10 3 11.7K

*Updated 2023

The Education Institution Agreement enables students, faculty and staff to leverage ArcGIS technology, such that any ArcGIS product can be accessed on any device and in any location.

ArcGIS has grown beyond the confines of a single desktop GIS application, and ought to be managed as an institution-wide system available to everyone, similar to a learning management system (LMS) or cloud storage. More importantly, it must be managed at scale to take full advantage of the Institution Agreement benefits - maximizing access to the technology and minimizing administration time.   

To successfully deploy and manage ArcGIS in a sustainable and secure manner, please follow the below recommendations. These recommendations are designed to help you take full advantage of the Institution Agreement benefits.


  • Single ArcGIS Online organization – use a single ArcGIS Online organization for the entire institution to avoid impeding collaboration and minimize management workload.



  • Configure New Member Defaults – enable new users with everything they will need, which eliminates manual administration. When combined with SAML logins and its "Automatically" join option, the result is a fully automated process, often referred to as auto-provisioning, for providing access to ArcGIS to your entire campus community.
    • User Type (GIS Professional Advanced).
    • Role (Publisher or Custom Role to give users all the privileges they need) – have one role for everyone (no need to create digital divides).
    • Add-on licenses – such as ArcGIS Urban Suite, ArcGIS Image for ArcGIS Online, ArcGIS Business Analyst Web, ArcGIS Insights, ArcGIS Drone2Map Standard, ArcGIS Pro Extensions, etc. 
    • Groups - empower users to create their own groups (including Shared Update privileges). Integrate groups with other institutional, authoritative systems for managing groups of users (SAML groups)
    • Credits – set the credit allocation high enough that most users can get their work done, there is ample amount of credits available with your Institution Agreement
    • Enable Esri Access – enable users to help themselves by providing access to Esri Training (e-Learning) and Esri Community.
    • Check the Setting New Member Defaults video.




  • Maintain ArcGIS access website for your institution - it is important to provide a clear explanation of how users across the institution will obtain access to the technology itself, as well as be aware of any support and learning resources available to them.


  • Monitor Usage - demonstrate to stakeholders the breadth and depth of GIS on campus. The ArcGIS Online Usage Reports (Organization>Status) are a start and provide easy access to total usage data. Further analysis and efforts are needed to provide information for ongoing, repeat usage, as well as daily reporting.


  • Communicate when offboarding users - ensure that proper messaging is in place when off-boarding users leaving the institutions – students graduating, faculty retiring, etc. Proactively remind users – before they leave – about their options for transferring content, and what happens to their content after they leave. Ensure that you take the approach of empowering users to take care of themselves as much as possible.


  • Manage inactive users and stale content – if you are in the early stages of deploying ArcGIS to your entire institution, the recommendation is that you do not delete content and users, as deleting content and users takes time and effort, it breaks the audit trail of ownership, and may break dependencies that others may have on that content. Deleting content cannot be recovered! Over time, you can work on best practices and data governance standards for your institution on how to manage old content and inactive users, which should be comparable to policies your institution has for similar business systems.