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Managing Enterprisewide Access to Esri E-Learning

Blog Post created by sboden-esristaff Employee on Apr 20, 2017

Since we released unlimited access to Esri e-Learning last summer, we've been gratified to hear from many customers who are pleased and excited about this benefit. The excitement stems from their conviction that training has real value for their organization. These customers want to expand their use of ArcGIS maps and apps to streamline data collection and management, do deeper analytics, create compelling visualizations, and share stories that leaders, policy makers, and the public can easily understand and act on.

Any organization that wants to get results with technology has to prepare its people to confidently apply the technology. Organization-wide access to e-Learning enables the entire workforce to build skills and gain confidence with ArcGIS tools at any time, from anywhere.

So, yes, the e-Learning benefit is great, but enabling the benefit at an enterprise scale requires planning. To help managers and administrators plan how to manage e-Learning access at their organization, below are some questions to consider and a few tips. 

Whom do you want to enable for e-Learning access?

This is the most important question to consider. E-Learning access does not require an Esri product license or named user status. To get the full value of the benefit, your organization may want to provide e-Learning access to employees outside the core ArcGIS user group. Perhaps you'd like to support professional development paths for individuals in other departments. Perhaps you're trying to expand ArcGIS usage beyond its current boundaries. E-Learning is a great tool to ignite enthusiasm and build practical skills related to mapping and analytics. 

 

  • Step 1 in crafting your plan: Determine the approximate number of users you want to enable.

 

Where do you want to manage e-Learning access? 

Location, location, location—everything always comes down to where. There are two places where you can manage e-Learning access:

 

  • ArcGIS Online — Members (named users) of an ArcGIS Online organization can access all e-Learning as soon as Esri access is enabled for them in ArcGIS Online. These individuals will need to use their ArcGIS Online account when signing in to the Training site.
  • Benefits:
    • It's easy. ArcGIS Online administrators routinely enable Esri access so that members can access GeoNet and other Esri websites.
    • Members can use the same username and password they already use for ArcGIS Online. 
  • Disadvantages:
    • Only named users will be enabled for e-Learning access.
    • Members who have taken Esri training previously may want to use their existing public Esri account so that all of their e-Learning activity is associated with a single account.
    • When members are removed from the ArcGIS Online organization, their e-Learning access terminates and they may need to contact Customer Service to have their training history transferred to a public Esri account. 
    • If the ArcGIS Online administrator disables Esri access before removing members from the organization, their training history may be difficult to recover. 
      • Tip: It's good practice to not disable Esri access before removing members from an ArcGIS Online organization.

 

  • My Esri — Anyone who is not a member of an ArcGIS Online organization must be connected to your customer organization in My Esri. Once connected in My Esri, e-Learning access is enabled.
    • Benefits.
      • Individuals who are already connected to your My Esri organization have e-Learning access enabled by default. No additional setup is required.
      • My Esri administrators can invite many people at once to connect (up to 1,000 at a time).
      • Individuals can use their existing public Esri account for e-Learning.
      • Administrators can limit e-Learning access to a specific time range if desired.
  • Disadvantage:
    • If you have many e-Learners, your My Esri organization will also have many connected users. Administrators may not like seeing a long list of connected users in the Manage Users table.
      • Good news! In the latest My Esri release, the Manage Users table has filters to display "e-Learning only users" and users who have more than the e-Learning access permission.

 

  • Step 2 in crafting your plan: Decide where you want to manage access—ArcGIS Online, My Esri, or perhaps both. After this decision is made, consider implementation details.

 

How will you enable e-Learning?

If you're using ArcGIS Online, the administrator simply needs to enable Esri access and notify members to use their ArcGIS Online account for e-Learning. This is important because many people have multiple Esri accounts.

 

In My Esri, connect users using the email tool at My Esri > My Organizations > Users > Invite Users. You can type or copy/paste email addresses into the tool or upload a file (XLSX or CSV). The file should contain only one column and no header row. XLS files are not supported.

 

  • Be aware that anyone can submit the Request Permissions form to connect to your My Esri organization. Customer Service forwards these requests to all of your organization's My Esri administrators, any of whom can grant the request to connect.
    • Tip: Have a plan in place for how administrators will respond to requests to connect for e-Learning access. You might designate one administrator as the default "responder" or divvy up the response tasks based on the requester's location or role within your organization. If there needs to be a validation process before granting permission to connect, figure that out and communicate the process to all the My Esri administrators.

 

  • Do you want a specific Esri account used for e-Learning?

A person receiving an invitation to connect can connect with any Esri account. If you want a specific account used for e-Learning, add a custom message to the invitation to provide instructions.

 

  • Do you have internal approval processes that regulate how employees and contractors request and take training? 

Integrate e-Learning access into your existing processes. Decide whether each user should request access by submitting the Request Permissions form or if an administrator should proactively enable all approved users (by enabling Esri access in ArcGIS Online or connecting them to your My Esri organization).

  • Tip: If you want individuals to request e-Learning access, place a link to the Request Permissions form on your internal website with relevant information about your organization's use of Esri e-Learning. 

 

As individuals are hired or leave your organization, adding and removing them from the My Esri or ArcGIS Online organization should be part of your existing new employee/departing employee administrative processes.

 

That's it. After you've decided whom will be enabled for e-Learning access, where you will manage the access, and how you will manage access over time, you have a great start to a good plan to get the most value from your organization's maintenance benefit. All you need to do is execute.

 

Bonus Tips for Managing E-Learning Access in My Esri

  • Do you have a large number of users (hundreds or thousands) who need e-Learning access? 

Designate one or more Training administrators to invite and manage these users. If Training administrators will need to view e-Learning activity reports, they will need both the "assign training permissions" and "view training information" permissions.

 

  • Use tags to categorize connected users (by department, role, location, academic course, etc.). Using tags, you can easily filter the Manage Users table view and perform administrative tasks from there.

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