Each item in your portal includes an item page with a variety of information, actions, options, and settings organized by tab: Overview, Data, Visualization, and Settings. The tabs you see, as well as the options and information available on the tabs, depends on the item type, your privileges, and whether you are the item owner or administrator.
Item pages allow you to explore items in-depth in a variety of ways. For example, an interactive attribute table integrates related records and attachments, allowing you to navigate attribute data and view all aspects of a field together, including field values, summary statistics, and settings. Content creators and administrators can change an item's settings without having to go to other places on the site. For example, you can configure an app from a scene on the Overview tab or edit app settings directly on the Settings tab. Feature layer styles, pop-ups, and other layer properties can be configured on the Visualization tab as an alternative to opening the layer in Map Viewer.
To access an item page, click Details under an item's thumbnail or, from the gallery, hover over the thumbnail and click Details. If you own the item, you can access the item page through the My Content tab of the content page.
View and edit overview information
The Overview tab includes overview information about an item, such as a description, tags, data source information, creation date, size, sharing status, and whether the item has been designated authoritative or deprecated. It also includes a status bar and interactive checklist that help item owners and administrators provide more complete item information. Most of the information on the Overview tab can be edited by item owners, administrators, and others with the appropriate privileges. Others can use the overview information to help them better understand the item before using it.
The Overview tab also includes options to open, add to favorites, categorize the item, share the item, edit metadata, and add ratings and comments. Some types of item pages have additional options; for example, you can publish apps from the item page of configurable apps, update or download files such as comma-separated values (CSV) files, create an app from a web map or web scene, and export data from export-enabled hosted feature layers. If you have the correct privileges, you can publish maps and data as hosted web layers. Administrators and those with the correct privileges can also change the owner of an item in the portal.
By default, items open in the most appropriate app. For example, maps open in Map Viewer, scenes open in Scene Viewer, and layer packages open in ArcGIS Pro. Optionally, you can sometimes choose a different option. For example, you can choose to open a map in ArcGIS Pro instead of Map Viewer. Some items can only be downloaded and some do not have an option to open or download. The action buttons you see on the right of the item page Overview tab depend on the item type. The most appropriate option for opening, downloading, and so on, is provided as the first action button.
For a comprehensive list of supported item types, see What can you add to your portal?
The title is the name people see when they access the item and the name you see on the My Content tab on the content page. The title should represent what the item contains.
This short description is returned in the results list when people search for content in the portal website.
People see this in-depth description of the item when they open the item page.
A thumbnail image is created by default when you add the item to the site. It appears in galleries, search results, contents, and the item page. You can create and load a different image if the default image does not convey the information you want. Click Edit Thumbnail to use a custom thumbnail for your item.
You can drag an image or browse to a file. For best results, add an image that is 600 pixels wide by 400 pixels high or larger with an aspect ratio of 3:2 in a web file format such as PNG, JPEG, or GIF. Pan and zoom to what you want to appear in your thumbnail. Depending on the size and resolution of your image file and how far you zoom in to customize the thumbnail, the image may be resampled and scaled when it's saved. If you add an image in GIF or JPEG format, it will be converted to PNG when it's saved.
For some item types, you can create a custom thumbnail by choosing a basemap and setting a map extent and zoom level instead of uploading an image. For this option, click Create thumbnail from map.
This section provides information about how the item can be used and by whom. For example, you might have a use constraint for a map layer that requires others to display copyright information on any screen capture that includes the layer.
If your portal administrator has enabled metadata, a Metadata button appears on the Overview tab of the item pages. Initially, only the item owner and the administrator can see the button. Once the owner or administrator uses the Metadata button to access a built-in editor and include additional standards-based metadata, anyone with access to the item also sees the Metadata button and can use it to view the metadata in the metadata style configured for the portal.
You will also see a Metadata link in the Layers list for any hosted feature layer that has associated metadata. The link allows anyone with access to the hosted feature layer's item page to view the individual layer's metadata in the metadata style configured for the portal. Similarly, if a table was published with metadata, you'll see a Metadata link in the Tables list.
If the portal administrator disables metadata, the metadata is still part of the item and the layers, but you can no longer edit the item level metadata in the portal.
If you are an administrator of your organization or you have the correct privileges, you can change the owner of an item in your organization.
Folders help you organize your items, making them easier to find. Organizing items into folders can also help you identify related items. For example, you can create a folder to store dependent items. Place items such as source files and the layers you create from them, a set of web maps and scenes that contain those layers, and any apps you create that contain those web maps in the same folder. That way, you know all the items in that folder are related and interdependent. Or you can create folders to store the items you create for specific projects and move relevant items to each project folder.
If you plan ahead, you can click the Create new folder button in My Content to create the folders you need. Then, when you add items, publish layers, or create maps or apps, you can choose the corresponding folder to store the item.
Sometimes, however, it isn't possible to create all the folders you need before you create items. In those cases, you can move items you own from one folder to another. You can move a single item to a new folder from the Overview tab of the item page or move several items to the same folder from the My Content tab of the content page. When moving items, you can choose an existing folder or create one.
If you're using a 10.8 portal, follow the first set of steps to move items. If you're using 10.8.1, follow the second set of steps to move one or more items to different folders.
- On the My Content tab of the content page, open the first folder that contains items you want to move into a new folder.
- Check the box next to each item you want to move and click Move.
- The first time you do this, you may need to create a destination folder. If so, type a name that represents the new folder's contents, and click Create. A folder is created in My Content, and the items you selected are moved to it.
- Open the next folder in My Content that contains the items you want to move. Check the box next to each item and click Move.
- Now that the destination folder exists, you can choose it from the list and click Move.
- Repeat steps 4 and 5 until you've organized all the items you need into the same folder.
- On the My Content tab of the content page, check the box next to each item you want to move to a new folder, and click Move.
- In the Move Item window, if you need to create a folder for the items, click Create new folder, type a name for the folder, and press Enter. Your new folder is added to the folder list.
- Select a folder from the list and click Save.
The items are moved to the folder you selected.
Categories make it easier for others to find content in your portal. If your portal administrator configured categories, you can assign up to 20 categories to your item. To assign or change the categories for an item, click Edit next to Categories and select the categories you want to assign. You can also use the Filter categories box to narrow the categories. Click Save when you are finished.
Tags help people find your items when they initiate a search. The tags you specify should correspond to keywords you think people will use to search for your item. Organization members, and those outside the organization, can also use these tags to filter content when searching or browsing for items. Group members can use the Tags filter to find items shared with groups they belong to.
Your item may contain data from different agencies or individuals. This is the place to give credit to the data providers.
You can copy and paste the URL of an app or ArcGIS Server layer and use it elsewhere. For example, developers might want to include the URL of a hosted web layer in apps they build.
Add ratings and comments
Each item page includes a rating. Ratings are based on a weighted average of five stars, with one star reflecting a poor item and five stars reflecting a great item. The rating value provides a weighted average that factors in the number of ratings an item has received as well as the average rating. Therefore, an item with two ratings of four stars each has a higher rating than an item with one rating of four stars. To rate an item, you must be logged in and can only rate items you don't own. You can only add one rating per item. While you can change your rating, the count remains the same. To rate an item, click the appropriate star in the Details area on the right side of the Overview tab.
Item pages may also include a section for comments, depending on whether your portal administrator chooses to enable them. Comments appear at the bottom of the Overview tab and can be added by the item owner or other logged in users. Once you've published a comment, you can delete it but you can’t edit it. People who are logged in can also reply to a comment. Item owners can delete comments published for items they own. Comments can be sorted from newest to oldest (New) or by most recent reply (Latest Reply). You can subscribe to an RSS feed of comments for an item that is shared with everyone (public). You cannot subscribe to comments on an item that is only shared with your portal (or that is private).
Add to favorites
You can create a list of favorites from items you've added, items you see in search results, and items on the gallery and content pages of your portal. View your list from the My Favorites tab on the content page and when you search for layers to add to your map.
To mark an item as a favorite, click Add to Favorites below the thumbnail of the item on the Overview tab.
To remove a favorite item from your list, click Remove from Favorites below the thumbnail of the item.
Depending on your privileges, you can share your item directly from the Share button on the item page.
Share item page through Facebook or Twitter
Each item page may include Facebook and Twitter buttons to help you quickly share content through your Facebook and Twitter accounts. (If you don't see these links, your portal administrator may not have enabled them, or you may not have privileges to share with the public.) You can share the item page of any item in the portal website including those owned by others. It's a good idea to share only pages for items that you know are shared publicly; otherwise, some people may not be able to access the links. When you use the Facebook and Twitter links on an item page, you are sharing item details, not the item. To share a map (as opposed to its item page), use Shareon the map.
Use Update to replace a file with an updated version from your computer. The file names must match. When you update an item, the download count is maintained. Use Overwrite to update hosted feature layers.
Work with attribute data
Using the Data tab, you can work with a feature layer's attribute table and the data in the table. You can view the attribute table on the Data tab using either of the following options:
- Table—When you view the attribute table using this option, you see all the fields (columns) and rows in the table, the fields and rows in related tables, and all the attribute data. This view of the table is best when you want to view, sort, or edit or delete the attribute data stored in the table and when you want to view and add attachments, such as related photos or other files. Layer owners, organization administrators, data curators, and members of shared update group can edit or delete attribute data.
You can also learn more about the individual fields—for example, see whether a field is required or view its default value—by clicking the column header of the field you are interested in and clicking Show Detailed View. The table is reduced in size to a more focused view of the field you selected, with a Summary section; a Settings section with field attribute rules, such as required fields and default value; and a Details section with information such as the field name and type. The information you see in each section depends on the field type and your privileges. For example, in the Summary section, you'll see a histogram for numeric fields, or a list of the top 10 unique values and associated count information for text fields.
To choose a different field to explore without returning to the full table, click the Options button on the left and select a different field. After you finish viewing detailed information about a field, you can return to the full table view by clicking the Close (x) button.
- Fields—This view of the table is more useful for layer owners or portal administrators who need to see or manipulate the schema of the attribute table.
When you view the table from the Fields page, you see a list of all the fields in the attribute table, including hidden fields, and fields from any related tables. You can filter for specific data types and change the list order of the fields on the Fields page by clicking the Sort by button. To see more information about a particular field, click the field's Display Name setting.
The layer owner or portal administrator can add fields to or delete fields from layers in a hosted feature layer on the Fields page. The owner or administrator can also configure a display name for a field. By default, the display name is the same as the field name, but the layer owner or administrator can alter that to make the field name easier to read and understand for those who view the attribute table. For example, for a field named AVG_POP, the display name could be set to Average Population.
For feature layers that contain multiple layers, you can work with the attributes and fields of the individual layers by first selecting the layer from the Layer drop-down menu.
View and edit attributes
Attribute data for a feature layer item can be viewed in the attribute table. If the layer is a hosted feature layer, layer owners and portal administrators can delete or edit these attributes. If the hosted feature layer is editable, data curators and members of shared access groups can edit or delete attributes. Do any of the following to view or edit attributes:
- To make it easier to view attribute data, sort the attributes by clicking the column header and selecting Sort Ascending or Sort Descending.
Some older versions of ArcGIS Server may not support sorting.
- To hide or show attribute fields, click the Show/Hide Column button in the upper right corner of the table. Check boxes to show attribute columns. Uncheck boxes to hide them.
- To edit an attribute in the table, select the value in the cell, type a new value (or remove the value if you want to delete it), and press Enter to save your changes.
View and edit related records, photos, and files
If a layer has related records, those attributes can also be viewed by users with the correct privileges. If the layer is a hosted feature layer, related records can also be edited. You will see these related records represented as columns with italicized headers on the right side of the table.
You can view any related photos or other files for an attribute or add additional photos and files if you have privileges to edit the layer and attachments are enabled on the layer.
Do any of the following to view and edit related records, photos, or files:
- To view related records, click Show in the cell in the related table column corresponding to the record for which you want to view related records. For example, if a parcels layer has a related table of owners and you want to see all the owners of a parcel, click Show in the appropriate cell of the Owners column to see a list of owners for the selected parcel. From there, you can explore other records in the table—for example, select any other parcel ID to see the owners of that parcel. If the related table has related records of its own, you can examine those as well—for example, if the Owners table has a related table of other properties owned by a parcel owner, click Show to see those property records.
- To edit an attribute in a related table, select the value in the cell, type a new value (or remove the value if you want to delete it), and press Enter to save your changes. Only those with the correct privileges can edit attributes in related tables.
- When viewing a related table, click the Close (X) button at any time to return to the previous table.
- If the layer has related photos or files, view them by clicking Show in the appropriate cell of the Photos and Files column on the right of the table. To add an attachment, click Add and upload the photo or file you want to attach.
- To hide or show related table or photos and files columns, click the Show/Hide Column button in the upper-right corner of the table. Check boxes to show the columns. Uncheck boxes to hide them.
View field information
You can view detailed information about any field in the table, including its name, alias, and type, as well as field settings, such as whether the field is required and editable, and its length.
To see more information about a field, click the column header for the field you are interested in and click Show Detailed View. The table shrinks to a more focused view of the field you selected with a Summary section, a Settings section with field attribute rules, such as required fields, default value, and so on, and a Details section with information like the field name and type. The information you see in each section depends on the field type and your privileges. For example, in the Summary section, you will see a histogram for numeric fields, or a list of the top 10 unique values and associated count information for text fields.
If you own the layer or are a portal administrator and the layer is a hosted feature layer, you can delete the field or calculate field values from within the detailed view.
To choose a different field to explore without going back to the full table, click the down arrow in the field column on the left and select a different field. After you are finished viewing detailed information about a field, you can return to the full table view by clicking Close.
Using the Visualization tab, you can make changes to the default properties of a feature layer without having to open the layer in Map Viewer. You can change the layer’s style, apply a filter, configure pop-ups, or label the features in the layer. You can also hide the layer in the legend or change the refresh interval. As in Map Viewer, the Visualization tab provides navigation tools to explore the layer, access to the basemap gallery, and a search box to find an address or place.
If you own the item, you can save any changes you make to the layer. Both the item owner and those who have privileges to create content might also choose to save a copy of the layer as a new item in My Content.
To work with a feature layer using the Visualization tab, do any of the following:
If the feature layer contains multiple layers, first select the layer you want to work with from the Layer drop-down menu.
- Click the Change Style button to change the default style of the layer.
- Click the Filter button to apply a filter to the layer.
- Click the Configure Pop-up button to configure pop-ups for the layer.
- Click the Create Labels button to label the features in the layer.
- Click the More Options button and click Zoom to to show all the features in the layer.
- For feature layers with edit tracking enabled, click the More Options button and click Filter Edits to filter the edits you see on the map.
- Click the More Options button and click Hide in Legend to hide the layer in the legend.
- Click the More Options button and click Refresh Interval to set the layer’s refresh interval.
- Click the Search button on the map and enter an address or place-name to find specific locations or features.
- Pan the map or use the navigation tools to zoom or go to the default extent.
- Click the Basemap Gallery button on the map to select a different basemap.
- Click Save layer to save your changes to the layer. This button is available for item owners, administrators, or shared update group members.
- If you have privileges to create content, click Save as new layer to save a copy of the layer as a new item in My Content. In the Save as New Layer window, add a title, tags, and summary and choose a folder to store the item as needed, and click Save. If the feature layer has multiple layers, you have the option of saving all layers or only the current layer.
Depending on your privileges and the item type, you can use the Settings tab to configure settings on an item, such as to attach code to apps, change the extent, and allow others to save a copy of the item. Hosted feature layers include additional settings related to who can edit and export your layers. The Settings tab is also the place where item owners can delete their items.
The following general settings can be configured.
Items can be designated as authoritative or deprecated. Designating items as either authoritative or deprecated makes it easier for others to find authoritative items while discouraging the use of items that are out of date.
Portal administrators and those with administrative privileges to update content can specify that an item is authoritative using the Mark as Authoritative button. Items designated as authoritative are identified to portal members with an Authoritative badge on the Overview tab.
If you are the item owner or an administrator, or you have administrative privileges to update content, you can use the Mark as Deprecated button to designate an item as deprecated. Items marked as deprecated are identified to all users with a Deprecated badge.
Portal members can use the Status filter to find content marked as authoritative or deprecated when they browse or search for content in the portal. Portal members can also limit searches to layers marked as authoritative when adding layers to a map in Map Viewer.
Check this option when you do not want the item to be accidentally deleted, for example, if it is a layer used in a map featured in your gallery.
To remove your item from the site, click Delete. To prevent accidentally deleting an item that is part of your portal's featured content—for example, a layer in a featured map—you can enable delete protection as a setting of the item.
If you delete a hosted feature layer that has an associated hosted WFS layer, the hosted WFS layer will also be deleted.
The extent is the geographic boundary you specify for the item. You can set an extent to make your item searchable by location. For map and layer items, the extent setting also determines the location that is displayed by default when the item is opened.
To set or change the extent of an item you own or administer, do the following:
- Click Set Extent (to set the item's extent for the first time) or Edit Extent (to edit the extent of the item).
- In the Set Extent window, do any of the following to define an extent for the item:
You can use the zoom buttons as needed to help you navigate to the extent you want.
- To create an extent based on the default extent specified for the organization, click Organization's extent.
- To create an extent based on the extent defined in the data source (for hosted feature layer and ArcGIS Server feature layer items only), click Current features in layer.
- To navigate to a place or address, type keywords in the search box. Keywords can include addresses, street intersections, places, points of interest, and longitude and latitude coordinates. The extent centers on the place or address you specify.
- To draw a shape representing the extent, click Drawing Tool and drag a box on the map.
- To create an extent by specifying coordinate values (in decimal degrees) for the extent boundaries, click Coordinates and type the coordinates in the Top, Bottom, Left, and Right boxes.
- Make changes to the extent as needed by dragging any of the vertices of the extent box or clicking inside the box and dragging it to a new location.
- Click Save.
Web map settings
The following settings are available for web maps.
If your map supports offline use—that is, if all layers in the map were enabled for offline use when the map was saved—the Offline section appears on the Settings tab with the Enable offline mode toggle key on by default. If offline mode is enabled, you have the option of changing the default advanced offline options by clicking Advanced Options. To disable offline use of your map, click the Enable offline mode toggle key off.
For maps that will be used offline, it is recommended that you create map areas to package data for specific areas in the map ahead of time. Map areas speed up and simplify the map download process for field workers. Under Map Areas, click Manage Areas to create map areas or manage existing ones.
For more information about taking maps offline and creating and managing map areas, see Take web maps offline.
Check this option to allow others to save a copy of your map. Uncheck it when you want your map to be viewed as you configured it and you do not want it to be easily copied and saved by others.
Use the utilities in this section to batch update the URLs of layers in your map as needed.
- Update layers to HTTPS—As the owner or administrator of a web map, you can update all layers in the web map to use HTTPS. It is recommended that all layers are accessed using HTTPS, which encrypts the information in the layer when it's transmitted over the Internet. To use HTTPS when accessing layers, click Update Layers to HTTPS and click Update Layers to confirm the change. Each layer is inspected in the map to determine whether it needs to be updated to HTTPS. If any layers are found to use HTTP, you portal attempts to make a request to the same layer using HTTPS and then updates the map and any associated layer items you own or administer. If a layer does not support HTTPS, you are notified of this fact and the layer is not updated in the map. If the layer is reported to not support HTTPS, contact the owner of the layer, who can either configure the layer to support HTTPS or provide an alternative resource.
When you attempt to update layers in your map to use HTTPS, any custom symbols that use HTTP are automatically updated to use HTTPS if the source of the custom symbols supports it. Other layer customizations, such as images embedded in pop-ups, are not updated to HTTPS. To update these references to use HTTPS, open the layer (or map) in Map Viewer and update the references there.
The ability to update layers to HTTPS is not supported for layers added to the Enterprise portal and/or web map using the internal port URL, for example, http://gisserver.domain.com:6080/arcgis/rest/services/exampleservice/MapServer
- Update ArcGIS Server site references—If you are moving your ArcGIS Server layers from a staging site to a production site or migrating them to a new domain, click Update References to update the layer URLs to reference the new site. Your portal inspects the layers in the map and presents the ArcGIS Server sites available to update. Layers that use the reference you select are updated to use the new site specified as the replacement. All ArcGIS Server layers referencing the site are updated, as well as any associated layer items you own or administer. The ability to update ArcGIS Server site references is not supported on hosted layers and layers from a federated ArcGIS Server site.
The layers at the specified replacement site must exactly match the existing layers. If the layers do not match, layers may not draw or perform as expected. The portal makes a connection to the replacement site to confirm the layers are available there. If they are not available, you are notified, and the unavailable layers are not updated.
Web scene settings
The following setting is available for web scenes.
As the owner or administrator of a web scene, you can use the Update Layers to HTTPS utility to batch update all layers in the web scene to use HTTPS. It is recommended that you make all layers accessible using HTTPS, which encrypts the information in the layer when it's transmitted over the Internet. To use HTTPS when accessing layers, click Update Layers to HTTPS and click Update Layers to confirm the change. ArcGIS Enterprise inspects each layer in the scene to determine whether it needs to be updated to HTTPS. If any layers are found to use HTTP, the portal makes a request to the same layer using HTTPS and then updates the scene and any associated layer items you own or administer. If a layer does not support HTTPS, you are notified of this and the layer is not updated in the scene. If the layer is reported to not support HTTPS, contact the owner of the layer, who can either configure the layer to support HTTPS or provide an alternative resource.
When you update layers in your scene to use HTTPS, any custom symbols that use HTTP are automatically updated to use HTTPS if the source of the custom symbols supports it. Other layer customizations, such as images embedded in pop-ups, are not updated to HTTPS. To update these references to use HTTPS, open the layer's item page and update the references on the Visualization tab.
Hosted web layer settings
The following settings apply to apps. Some settings only apply to specific types of apps.
- URL—You can edit the URL of your web mapping, mobile, or application extension app. For example, if the URL of your app changes, you can use the URL setting to point the app item to the new URL.
- Code Attachment—You can attach code (as a ZIP file) to your apps. This can be helpful if you are sharing a sample or a configurable app and want others to have access to your code.
To update a code attachment without resetting the download counter on the item, use Update Code and upload a ZIP file with the same name as the original ZIP file. If you want to attach a new file, first delete the existing file; then use Attach Code. This will reset the download count on the item.
- Purpose—For web mapping, mobile, or desktop apps, specify the purpose of the app you've added.
- Platform—For desktop apps, specify the platform of the app you've added.
- API—For web apps, specify the API on which your app is built.
- SDK—For mobile apps, specify the SDK on which your app is built.
- Configuration Parameters—You can add configuration parameters for your configurable app when its Purpose is set to Configurable.
- App Registration—You can register your app to allow others to sign in to ArcGIS. You can also view and update registration information.
URL protocol for secure services with embedded credentials
If you own or have privileges to administer secure services with embedded credentials such as an ArcGIS Server feature layer or a print or geocoding service, you can replace http with https as the URL protocol of the secure service's data source. It is recommended that you make all services accessible using HTTPS only, which encrypts the information in the service when it's transmitted over the Internet.