We will be moving forward with a new release of My Esri this Wednesday October 7th, at 5pm (PST). Please see the below enhancements and fixes that will be included.
5.21 Release Items
The authorized caller confirmation email has been updated to include better instruction as well as the users call-in ID.
An issue was reported where technical support cases were being submitted under a different organization than the one the user had selected. The cause was narrowed down to where an authorized caller had two windows or tabs opened in the same browsers with different organizations selected. A fix has been added during the request case process where the system will recognize if the customer numbers differ and prompt an option to continue or abandon the form.
The Training page in My Esri has a new look. We've added an Overview page, which is intended to help all users, but particularly those new to Esri when locating training resources on Esri's Training website.
A bug was found for reports that had multiple columns that required scrolling horizontally. When scrolling to the right and trying to filter from the column heading, it immediately scrolled back to the left. This issue has been resolved.
We will be moving forward with a new release of My Esri this Wednesday September 16th, at 5pm (PST). Please see the below enhancements and fixes that will be included.
5.20 Release Items
We've added links to a new panel on the Dashboard for the most-requested items on My Esri. This will help new My Esri users easily find the resources they are looking for. These links will send you directly to pages such as Downloads, Authorizations, Manage Store Purchases, and Renew Maintenance if applicable.
When accessing software downloads on My Esri, a Esri Master Agreement license click-through pop-up window has been added that requires the customer click to accept the terms of the agreement before they can download the software. The click-through is only required once per user per software product version downloaded. In other words, a user will only need to click to accept once per software product version, and will not have to click to accept on any subsequent download for the same software product version.
To help decrease the amount of initial selections on the downloads page, the non-product side navigation options have been removed. Once a product group is selected, these option groups are still shown to help users choose the preferred download.
A common question was added for PostgreSQL for Downloads.
A function update was accomplished with Portal for ArcGIS licensing to minimize timeouts while generating license files.
An update was made to the title of a licensing report to decrease confusion. The Pro Licensing Files report is now titled Portal Licensing Files. This report shows information pertaining to any ArcGIS Enterprise Portal license file created.
An issue has been resolved where if an organization wasn't associated with a duplicate bug, the user encountered an error.
There are three things that you need to check if you are having issues adding a member of your ArcGIS Organization or a member of another ArcGIS Organization to a group.
Part 1 – Group Settings
The most common reason for not being able to add a member of your ArcGIS Organization is the “Shared Update” setting that is chosen when the group is created. If set to “All items (group membership is limited to the organization)”, you will only be able to add members who have a Creator, Publisher, or Administrator User Type. You won’t be able to add members at the Editor, Field Worker, or Viewer levels. This setting also determines if you can use the group for sharing content with another Organization.
Unless you have a very specific use case for changing this setting, we recommend leaving it at the “Only their own items” default value shown in the image below.
If your setting looks like the image below, you need to create a new group because the ability to change this setting is only available during the initial creation of the group. You may want to keep the original group in place and not delete it until you have the new group created to ensure you can see which content and members need to be replicated in the new group.
What does this setting do? The term update describes the ability to modify a map, a web application, or dashboard, etc. It does not prevent the user from being able to edit the data hosted within the maps and apps if they have the correct privileges.
Part 2 – User Profiles
Note: that you need to have administrator privileges to make changes to your Organization’s roles. You also need to share this information with an Administrator in the external user’s Organization.
To add an external user to your group, their user profile should be set to “publicly visible.” There are two ways in which you can change this setting, depending on the security needs of your Organization.
The first place to check is by signing into an ArcGIS Online Organization as an Administrator and navigating to Organization > Settings > Security
If the security setting for “Members can share content publicly” looks like the image above, each user can control the visibility of their profile to just your Organization or whether it is publicly searchable. Users can control and change this setting, or an Administrator can do it for them.If this setting is not enabled and your Organization does not wish for it to be enabled, as an Administrator, you can change this setting on a user by user basis. In both cases, you need to access the user’s profile to verify the current status. Navigate to Organization > Members > and locate the member’s profile you wish to make public.
Click on the three dots to the right of their role and select “View Profile.”
On the left-hand side of the page under their name select the drop-down under “Profile Visibility” and change it to Everyone (Public)
Once this setting is changed, the user is able to be searched for and added to external groups.
Part 3 – User Roles
Note: that you need to have administrator privileges to make changes to your Organization’s roles. You also need to share this information with someone with administrator privileges in the external user’s Organization.
When a user is added to an Organization, they are assigned to one of the Default User Roles. Their role will be set at a compatible level with their User Type.
One of the most common scenarios is that of a Field Worker user type not being able to be added to an external group. Many times, a project will have multiple AEC firms collaborating through group sharing to collect field data. A Field Worker user type is assigned the Data Editor role, which, by default, is not allowed to join an external Organization. To add the Field Worker or a role at the Data Editor or lower level, you need to create a custom role.
After signing into your ArcGIS Online Organization as an Administrator, go to Organization > Settings > Member Roles
From Manage Roles select “Create Role.”
You are now presented with the “Create Role” dialog box. You want to give this role a meaningful name and a short description. You then see a Privilege Compatibility slider that is used to change privileges.
With the current ArcGIS Online release available (July 2020) 55 individual settings can be modified. This gives an Administrator a great deal of control to make adjustments. You just need to add the ability to join an external Organization. To accomplish this, you are going to copy settings over from a default user role and then make the single change.
To the right of “Role Privileges,” you should see “Set from the existing role.” This is highlighted in red in the image below. Click on “Set From Existing Role”
Use the drop-down to select the “Data Editor” role, which is a compatible role for a Field Worker User Type. Now click “Import Settings”.
When we are returned to the Create Role dialog, you should now see that 9/27 of the General Privileges have been enabled, and none of the Administrative Privileges are enabled.
Expand the General privileges and then expand the Groups privileges.
"Join organizational groups" and "View groups shared with organization" should be enabled.
In the Groups privileges enable “Join external groups”
Click the Save button to complete the creation of the new Field Worker + External role.
Now you need to assign this new role to your Field Workers. From the Organization > Members page, locate the user(s) that need to be assigned the new role. Use the drop-down on the right-hand side of their member and select the “Field Worker + External” role. Only the roles that are compatible with their User Type are available.
You should now be able to add members from external organizations to your groups and your field users can join external organizations.
To improve the usability and accuracy of the Authorization Activity report in My Esri, data line items marked as 'Reinstalled' have been removed. These records did not add value when calculating the overall authorization activity counts.
For helping with better organization of the License Configurations list, License File tags are now visible.
An issue has been resolve that was impacting reports where using a date filter caused the table header to disappear.
An issue has been resolved on the Authorizations Report where the list of products was not populating the filter's dropdown menu.
For users who add a Credit Card Payment Method on their profile for store purchases, an update has been made to allow them to delete their default Credit Card from their account.
With the My Esri self-service application continuing to add functionality to suit the needs of users, it has been recognized through your feedback that navigating can be at times difficult. To aid in this, we have added a new localized help center experience that contains a series of guided assistance that focuses on onboarding new users as well as key workflows in My Esri.
When you first log in, you will be greeted with the option to do a quick overview of My Esri and will notice the new help tab on your browser.
Through the introductory tour, you will click through the dashboard, new help center, profile, and organization areas of My Esri.
Once completed, you will be congratulated for taking the tour and the help center will update and indicate that you participated in the introductory onboarding.
After the tour, you will see sections in the help that contain available guidance workflows in primary areas of My Esri (Licensing, User Management, Downloads, Common Questions). Understanding that each user in My Esri may have different responsibilities, the help center only shows workflows based on your level of permission. Future updates of the help center will have additional guidance workflows such as Developer Subscriptions, and Support.
In closing, the My Esri team’s overall mission is always towards developing a seamless self-service experience for users. Knowing that our evolving software and expanding capabilities can have an impact on this goal, the expectation is that adding this new guidance tool will help make it easier for you to use My Esri to its fullest potential. Please continue to let us know your feedback through the My Esri Survey and the My Esri Geonet space.