Logging In To Maptitude Online

1. In your web browser, enter https://online.caliper.com/account-id in the address bar where "account-id" is the Maptitude Online account for your organization (it is not a Maptitude desktop application serial number). If you dont know your organization account-id, please contact us at Saas_Support@caliper.com and provide us your organization name.
2. Enter your email address and password.
3. Click LOG IN.

Using Maptitude Online Maps

The Maps tab shows cards for all of the maps that are either owned by you or shared with you. Maptitude Online has tools for:

• Organizing maps
• Sharing maps with other users or as a public-facing URL
• Viewing maps
• Creating maps

Organizing Maptitude Online Maps

Filtering the Map Cards

1. Filter the maps as follows:

To do this...	Do this...
Search for a particular map	Type part of the map name in the Search box. Only cards for maps that contain the text you enter will be displayed.
View maps created by a particular author	Type part of the author name in the Search box. Only cards for maps created by that author will be displayed.
View maps by date	Enter a year (e.g., 2020), a month/day (e.g., 10/31), or a complete date (e.g., 10/31/2020).
View maps created by you	Choose Owned by me from the Filter by list.
View maps shared with you	Choose Shared with me from the Filter by list.

Sorting the Map Cards

Sort the maps by date or name by choosing an option from the Sort by list.

Renaming a Map Card

1. Click ... on the map card and choose Rename.
2. Enter a name in the edit box and click Rename.

Sharing a Map with Other Subscriber

You can choose which subscribers to share a map with by searching for individual subscribers or by choosing subscribers from a team. If you share with a team then the subscribers currently in that team are listed. (Note: If a subscriber is added to a team after the map is shared, the map will not be shared with them. Dropping a subscriber from a team does not change the maps shared with them.)

To Share a Map with Other Subscribers

1. Click ... on the map card and choose Share.
2. Click the Share with Subscribers tab and make changes as follows:

   To do this...	Do this...
   Share with one or more subscribers	Search for a subscriber by name or email by typing a few characters in the search box and choosing a subscriber from the filtered list, and use the search box to add any additional subscribers. You can remove a subscriber by clicking the X next to their name.
   Share with subscribers from a team	Choose a team from the list and click Add. You can exclude some of the members of the team by clicking the X next to their name.

3. Click +Add a message to add a description about the map that you are sharing.
4. Click Share.
5. Click Done when you are finished.

To Share a Map with a Public URL

Maptitude Online makes it easy to openly share your story maps, site locations, territories, or any other information that you have mapped. There is no need to log in to access and view them, you just need to have the URL.

1. Click ... on the map card and choose Share or open a map and click ... on the toolbar and choose Share.
2. Click the Share with a Public URL tab.
3. Click Share.
4. Copy the URL of the map for sharing.

You also have the option to display a custom title and logo image at the top of your publicly shared maps.

1. Click the User Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon) and choose Settings.
2. Scroll down to the Publicly shared maps section.
3. Check the Use custom branding box.
4. Make changes as follows:

   Option	How to Use It
   Custom Site Title	Enter a title that you want to appear at the top of your shared map
   Custom Logo URL	Enter the URL for a logo that you want to appear at the top of your shared map
   Logo Settings	Choose whether to show the custom logo and title or just the logo
   Link the Logo	Enter a URL that should open if the logo is clicked

5. Click Save Changes.

TIP: Public maps can quickly be embedded within a webpage or blog using one line of simple HTML iframe code. You can ensure a perfect fit of the map within your page by changing the height and width values.

Deleting a Map

1. Click ... on the map card and choose Delete.
2. Click Delete to confirm.

Viewing Maptitude Online Maps

You open a Maptitude Online map by clicking on the map card.

When you open a map, it will contain the following components:

1	A Toolbar that contains tools for finding a location, displaying data in tabular form, displaying reports, and managing the map.
2	A Legend that displays information about the map and lets you control what is displayed on the map and select features on the map.
3	A tool to enter Full Screen mode (Press the Esc key to exit full screen mode).
4	Navigation tools for zooming in and out and resetting the bearing.

Changing the Map Scale and Location

1. You can change the map scale, location, and bearing using the Navigation tools and Search tool as follows:

   To do this...	Do this...
   Zoom in	Click the + Navigation tool or scroll your mouse wheel away from you. If you are using a phone or tablet, double-tap or pinch-zoom-in.
   Zoom out	Click the – Navigation tool or scroll your mouse wheel toward you. If you are using a phone or tablet, pinch-zoom-out.
   Zoom to a location	Click Search on the Toolbar. Enter an address, city and state abbreviation, postal code, or state name or abbreviation and click Search. The map will zoom to the address, city, postal code, or state that you entered, display an icon at the location, and display the Info tab.
   Pan a map	Click and drag on the map. Release the mouse button to stop panning the map. If you are using a phone or tablet, touch and drag.
   Rotate a map	Right-click and drag on the map to rotate the map and change the viewing angle. Release the right mouse button to stop changing the bearings. The triangles on the Reset Bearing to North button will indicate the bearing of the map. Click the button to reset the map bearing so that North is up and the viewing angle is directly overhead.

Displaying the Legend and Controlling the Map Layers

1. If the legend is collapsed, click Legendto expand it. The About tab shows information about the map.
2. Click the Layers tab.
3. Click + to expand portions of the legend. The layers in the map are listed and information about any themes is displayed.
   
   You can make changes to the map as follows:

   To do this...	Do this...
   Hide a layer, label, or theme	Uncheck the box next to the item you want to hide.
   Show a layer, label, or theme	Check the box next to the item you want to show.
   Change the map scale so that all features in a layer are visible	Click .
   Permanently remove a layer from the map	Click .
   Change the basemap background	From the drop-down list at the top of the Background section, choose USGS Aerial Imagery to display satellite imagery as the background or choose USA Basemap to display the standard map background.

4. Click if you want to collapse the legend and see more of the map.

Selecting Features with the Selection Tool

1. If the legend is collapsed, click Legendto expand it. The About tab shows information about the map.
2. Click the Layers tab.
3. Click + to expand portions of the legend.
4. Click and click on individual features on the map or click and drag over several features to select them. You can right-click on features to deselect them. The number of features selected are displayed at the top of the map.
   
5. Make choices as follows:

   To do this...	Do this...
   View tabular data for the selected features	Click Show in Dataview.
   Clear the selection	Click Clear.
   Build buffers around, find a weighted center, or create areas of influence around the selected features	Click Analyze to start Create-a-Map Wizard, choose a type of analysis and other settings, then click Next. Enter a map name and click Finish.

6. Click if you want to collapse the legend and see more of the map.
   

Managing a Map

1. You can rename, share, save an image of, or delete a map by clicking ... on the toolbar and making choices as follows:

   Choose this...	To do this...
   Rename	Display the rename dialog box where you can enter a new name and click Rename.
   Share	To share the map with other subscribers or teams. See steps 2-5 of Sharing a Map for more information. To share a map with a public URL, see Sharing Maps with a Public URL for more information.
   Export image	Download a PNG file format image of the map.
   Delete	To delete the map from Maptitude Online.

Displaying Information About Individual Features on a Map

1. Click on a feature on the map (or tap if you are using a phone or tablet). The Features tab will display information for any features near where you clicked. If features are in more than one layer, use the tabs to choose the appropriate layer.
   

Displaying Tabular Data for a Map Layer

1. Click Dataview on the toolbar and choose the layer you want to see from the drop-down list. Maptitude Online displays data for the chosen layer in a tabular dataview:
   
2. Make choices about how to display the data as follows:

   To do this...	Do this...
   Sort the records	Click a field heading to sort the records in increasing order based on the values for that field. Click the Field heading again to sort the records in decreasing order. An up or down arrow will display in the field heading indicating how the records are sorted.
   Change the number of records on a page	Click 10, 20, 30, 40, or 50 on the lower left to display the respective number of rows.
   Jump to a different page	Click < or > or click one of the page links on the lower right.

3. To display a subset of the records you can filter fields based on values. There are two ways to filter a dataview:
   
   1) Click below the field that you want to filter, choose an operator, and enter a value. For example, click below the field SALES, choose Greater than or equal to, and type 2000 to limit the dataview to customers whose sales are at least $2,000.
   
   2) Click Filter by Query to display the Filter Builder.
   • Click + and choose Add Condition.
   • Click on the first drop-down and choose a field to use, click no the second drop-down and choose an operator, and enter a value. Click + and add any additional conditions or groups. For example, this filter:
     
     would limit the dataview to customers in NEEDHAM or NEEDHAM HEIGHTS whose sales are at least $2,000.
   • Click OK. The dataview will filter the records for those that meet the condition that you created.
   The Filter by Query button will be replaced with the filter condition:
   
   
   
   Uncheck the box to display all features. Check it to display the filtered features. Click Clear to delete the filter or click Show on Map to show the selected features highlighted on a map.
4. To download the features in the dataview to an Excel file, click Download.
5. To return to the map when you are done, do either of the following:

   To do this...	Do this...
   Go back to the previous map	Click Map on the toolbar.
   Display the map zoomed to a particular record	Double-click on a record in the dataview. Maptitude Online displays the map zoomed in and centered on the feature that you chose.

Managing Users and Teams

There are two levels of Maptitude Online users: Basic users and Administrative users. Administrative users have the ability to add and remove users and create and manage teams. Basic users can see to which teams they belong and what other users are part of that team.

Managing Users (Administrative Users Only)

Administrative users can add and manage user accounts. You add and manage users by choosing Users from the Options and Settings Menu.

To Add Users

1. Choose Users from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon).
2. Click + New User to display the Add User dialog box.
3. Enter a user name in the Name box.
4. Enter the user's email address in the Email box.
5. Click Create.

To Manage Users

1. Choose Users from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon).
2. Click the user's name or click Edit.
3. Make changes to the user as follows:
   

   To do this...	Do this...
   Rename the user	Edit the name in the Name box.
   Block a user	Check the Is Blocked box.
   Unblock a user	Remove the check from the Is Blocked box.
   Make a basic user an administrator	Check the Is Administrator box.
   Make an administrator a basic user	Remove the check from the Is Administrator box.
   Send a reset password email	Click the Send password reset email link

4. Click Update this user.

Managing Teams

Basic users can see the teams to which they belong by choosing Users from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon). Click a team name to see all of the members of that team.

In addition, Administrative users can use the Teams tab to create and manage teams.

To Add New Teams

1. Choose Teams from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon).
2. Click New Team.
   
3. Enter a name for the new team in the Team name box. You also have the option to click Add a description and enter a description of the team in the Team Description box.
4. Click Add members and then click next to each user to include in the team.
5. Click Create this team.

To Manage Teams

1. Click Edit next to the team that you want to modify.
2. If you chose to edit the team, make changes as follows:

   To do this...	Do this...
   Change the name or description	Edit the text in the name and/or description boxes
   Remove a user	Click the name of the user you want to remove from the team or click Add members and uncheck the users you want to remove
   Add a user	Click Add members and then click next to each user to add to the team

3.  Click Update this team.

To Delete a Team

1. Click Delete next to the team that you want to delete.
2. Click Yes to confirm.

Account Settings

Administrative users can choose Settings from the Options and Settings Menu (located at the top right-hand corner of the screen in a drop-down under your user name icon) to see account details including subscription and billing details and account limits. You can also toggle email notifications off and on, edit your name and password, and see your serial number and login email.

In addition, the Options and Settings menu contains the following items:

Menu	What it does...
Terms of Service	Displays Maptitude Online terms of service
Copyright	Displays Maptitude Online copyright information
Log out	Ends your Maptitude Online session

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