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Learning ArcGIS Pro

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Custom project templates<br />

In the previous exercise, you saw how useful a template can be to start a new project.<br />

Templates can standardize all projects you or your organization creates in <strong>ArcGIS</strong> <strong>Pro</strong>, so<br />

they access the correct databases, contain the appropriate styles, and have the proper<br />

layout elements. <strong>Pro</strong>ject templates are really specialized versions of a project package that<br />

can be used to create new projects. They have an APTX file extension.<br />

<strong>Pro</strong>ject templates can be saved to several locations. You can save them to your computer, a<br />

network share, <strong>ArcGIS</strong> Online, or Portal for <strong>ArcGIS</strong>. The location where you save them<br />

will help determine who can use them.<br />

<strong>Pro</strong>ject templates saved to your computer generally can only be used by you. This can<br />

limit their value to an organization. However, since they are stored locally on your<br />

computer, they can be better suited for your personal use. This is because they can contain<br />

connections to local resources, which exist on your computer and others may not have<br />

access to. Also, if you include connections to secure data sources or files, you do not have<br />

to worry if other users will have permissions to access those locations.<br />

You save project templates to a network share such as a folder on your file server or to<br />

<strong>ArcGIS</strong> Online, which can be used by others in your organization when creating new<br />

projects assuming that they have sufficient privileges to access the location. This allows<br />

you to standardize projects created by <strong>ArcGIS</strong> <strong>Pro</strong> users throughout your organization,<br />

which has several advantages:<br />

Templates can ensure common map layouts, which include standard title blocks,<br />

north arrows, logos, and legal disclaimers.<br />

Templates can ensure that everyone accesses the correct data sources, folders, styles,<br />

and toolboxes.<br />

Templates can ensure that data and files are saved to the proper locations by<br />

standardizing a common project structure.<br />

Templates can ensure that everyone uses the correct basemap when creating maps or<br />

scenes.<br />

Those are just a few of the advantages of using templates within an organization. If you<br />

are going to save your templates to <strong>ArcGIS</strong> Online, there is a security concern you need to<br />

make sure to pay careful attention to, who you choose to share with.<br />

If your organization has enabled sharing outside your organization, it is possible that<br />

others who are not in your organization may get access to your templates. When you<br />

create and save a template to <strong>ArcGIS</strong> Online, you are asked who you wish to share the<br />

template with. If you select everyone, then you will be sharing your template with all users<br />

that have access to <strong>ArcGIS</strong> Online. This includes those that are not part of your<br />

organization. This means <strong>ArcGIS</strong> <strong>Pro</strong> users not affiliated with your company or group will<br />

be able to use your template. This also means that they will be able to see everything you<br />

included in the template, such as database connections, logos, folder connections, layouts,<br />

and more. Access to your templates could represent a security breach waiting to happen if<br />

you are not careful. So, when you save a template to <strong>ArcGIS</strong> Online, make sure to pay

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