Mastering ArcGIS Enterprise Administration - Chad Cooper - E-Book

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Chad Cooper

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Beschreibung

Learn how to confidently install, configure, secure, and fully utilize your ArcGIS Enterprise system.

About This Book

  • Install and configure the components of ArcGIS Enterprise to meet your organization's requirements
  • Administer all aspects of ArcGIS Enterprise through user interfaces and APIs
  • Optimize and Secure ArcGIS Enterprise to make it run efficiently and effectively

Who This Book Is For

This book will be geared toward senior GIS analysts, GIS managers, GIS administrators, DBAs, GIS architects, and GIS engineers that need to install, configure, and administer ArcGIS Enterprise 10.5.1.

What You Will Learn

  • Effectively install and configure ArcGIS Enterprise, including the Enterprise geodatabase, ArcGIS Server, and Portal for ArcGIS
  • Incorporate different methodologies to manage and publish services
  • Utilize the security methods available in ArcGIS Enterprise
  • Use Python and Python libraries from Esri to automate administrative tasks
  • Identify the common pitfalls and errors to get your system back up and running quickly from an outage

In Detail

ArcGIS Enterprise, the next evolution of the ArcGIS Server product line, is a full-featured mapping and analytics platform. It includes a powerful GIS web services server and a dedicated Web GIS infrastructure for organizing and sharing your work. You will learn how to first install ArcGIS Enterprise to then plan, design, and finally publish and consume GIS services. You will install and configure an Enterprise geodatabase and learn how to administer ArcGIS Server, Portal, and Data Store through user interfaces, the REST API, and Python scripts.

This book starts off by explaining how ArcGIS Enterprise 10.5.1 is different from earlier versions of ArcGIS Server and covers the installation of all the components required for ArcGIS Enterprise. We then move on to geodatabase administration and content publication, where you will learn how to use ArcGIS Server Manager to view the server logs, stop and start services, publish services, define users and roles for security, and perform other administrative tasks. You will also learn how to apply security mechanisms on ArcGIS Enterprise and safely expose services to the public in a secure manner. Finally, you'll use the RESTful administrator API to automate server management tasks using the Python scripting language. You'll learn all the best practices and troubleshooting methods to streamline the management of all the interconnected parts of ArcGIS Enterprise.

Style and approach

The book takes a pragmatic approach, starting with installation & configuration of ArcGIS Enterprise to finally building a robust GIS web infrastructure for your organization.

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Mastering ArcGIS Enterprise Administration

 

 

 

 

 

 

 

 

Install, configure, and manage ArcGIS Enterprise to publish, optimize, and secure GIS services

 

 

 

 

 

 

 

 

 

 

Chad Cooper

 

 

 

 

 

 

 

 

 

 

BIRMINGHAM - MUMBAI

Mastering ArcGIS Enterprise Administration

 

 

Copyright © 2017 Packt Publishing

 

 

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

 

First published: October 2017

 

Production reference: 1241017

 

 

Published by Packt Publishing Ltd.
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ISBN 978-1-78829-749-3

www.packtpub.com

Credits

Author

Chad Cooper

Copy Editor

Zainab Bootwala

Reviewers

Daniel Huber

Zebadiah K. Steeby

Project Coordinator

Prajakta Naik

Commissioning Editor

Aaron Lazar

Proofreader

Safis Editing

Acquisition Editor

Karan Sadawana

Indexer

Francy Puthiry

Content Development Editor

Akshada Iyer

Graphics

Abhinash Sahu

Technical Editor

Tiksha Sarang

Production Coordinator

Shraddha Falebhai

 

About the Author

Chad Cooper has worked in the geospatial industry over the last 15 years as a technician, analyst, and developer, pertaining to state and local government, oil and gas, and academia. For the last 3 years, he has worked as a solutions engineer, consulting on the State and Local Government team with Geographic Information Services, Inc. At work, he couldn't be happier spending the day writing Python and helping clients get the most out of their data through the use of the Esri platform. At home, he enjoys hanging out with his gorgeous wife of 12 years and their 3 wonderful children. They enjoy hiking, fishing, and doing nothing on a nice beach. Chad has a bachelor's degree from the Mississippi State University and a master's degree from the University of Arkansas, both in geology.

 

 

 

 

 

 

Writing a book has been on my bucket list for quite a few years now. I've published articles in Python Magazine and Esri's ArcUser, but when the opportunity to write this book came along, I knew I had to take it. This book was written in my office, at airports, on airplanes, in hotel rooms, at conference centers, at coffee shops, in cars, at the beach, in a cabin, and on the couch while watching Care Bears with my amazing, beautiful daughter. Needless to say, I was always crunched for time. Without the support and help of my wonderful wife and kids, writing this book never would have been possible. Thank you so very much for helping me accomplish this goal. My employer, Geographic Information Services Inc. (GISinc), also played a vital role in this publication by providing necessary resources and being understanding on the days after 2 A.M. writing sessions the night before. I had an amazing crew of technical reviewers and am indebted to them, especially Daniel Huber and Zebadiah K. Steeby, both colleagues at GISinc, who have provided guidance, support, and continuing education over the years. Finally, the editorial staff at Packt Publishing was great to work with and provided support and guidance throughout the entire writing process.

About the Reviewers

Daniel Huber has been working in the GIS industry for 20 years--primarily in the DoD and Federal business space, supporting Facility Mapping, Command and Control Systems, and Resource Management. He has held the role of a GIS analyst, developer, and system architect and has worked at all levels within organizations, ranging from field level to headquarters. He currently supports his company's federal team as an enterprise architect, designing and implementing end-to-end enterprise GIS solutions and providing technical leadership across the company.

Dan has also been a bomb disposal technician and communications specialist in the US Air Force and currently experiments with home automation and electronics solutions when not supporting his community as an amateur radio operator.

 

 

 

 

 

 

Zebadiah K. Steeby has over 10 years of experience with designing and implementing GIS solutions. His career has consisted of working in a variety of roles ranging from that of an analyst to a database administrator. He has worked on both government and commercial solutions in a wide range of technologies. As a solutions engineer, his current responsibilities include assessing customers' existing GIS/IT environments and recommending areas of improvements in application technology, system performance, and software migration plans. He also implements the enterprise GIS system architecture, including the installation and configuration of software and deploying and configuring custom applications.

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Table of Contents

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

ArcGIS Enterprise Introduction and Installation

Introduction to ArcGIS Enterprise 10.5.1

How ArcGIS Enterprise 10.5.1 is different

Components of ArcGIS Enterprise 10.5.1

Server roles and extensions

GIS Server

Image Server

GeoEvent Server

GeoAnalytics Server

Business Analyst Server

Licensing

ArcGIS Enterprise editions

Basic edition

Standard edition

Advanced edition

Levels of ArcGIS Enterprise

ArcGIS Enterprise level

ArcGIS Enterprise Workgroup level

Named user entitlements

Installing ArcGIS Server

System and hardware requirements

Operating systems

Ports

Secure socket layer

Hardware scenarios

Single-machine deployment

Multi-machine (multi-tiered) deployment

ArcGIS Enterprise in the cloud

Amazon Web Services

AWS Marketplace

CloudFormation

Cloud Builder

Manual deployment using the AWS Management Console

Microsoft Azure

Azure Marketplace

Cloud Builder

ArcGIS Server installation

Before you get started

ArcGIS Server account

SSL certificate installation

Acquiring an SSL certificate

Installing the SSL certificate

Setting your site bindings

Running the installation program

Authorizing the software

ArcGIS Server initial configuration

Creating a new ArcGIS Server site

Joining to an existing ArcGIS Server site

ArcGIS Web Adaptor for ArcGIS Server

Installing the ArcGIS Web Adaptor for ArcGIS Server

Requirements

Web Adaptor for ArcGIS Server installation

Web Adaptor for ArcGIS Server configuration

Installing Portal for ArcGIS

System and hardware requirements

Operating systems

Hardware

Ports

SSL

ArcGIS Web Adaptor

Portal for ArcGIS installation

Portal for ArcGIS initial configuration

ArcGIS Web Adaptor for Portal for ArcGIS

Installing the ArcGIS Web Adaptor for Portal for ArcGIS

Requirements

Web Adaptor for Portal for ArcGIS installation

Portal for ArcGIS Web Adaptor configuration

Installing ArcGIS Data Store

System and hardware requirements

Operating systems

Hardware

Ports

ArcGIS Data Store installation

ArcGIS Data Store creation

Summary

Enterprise Geodatabase Administration

What constitutes an enterprise geodatabase?

Relational database management system installation and configuration

RDBMS installation

Creating or enabling an enterprise geodatabase

Creating an enterprise geodatabase

SDE versus Dbo schema

Dbo schema

SDE schema

Enabling an existing database

Connecting to the geodatabase

Users, roles, and privileges

The data owner account

Creating a data owner account

Data user accounts

Database versus operating system authentication

Database authentication

Pros

Cons

Use cases

OS authentication

Pros

Cons

Use cases

Managing user connections

Determining who is connected to the geodatabase

Disconnecting users

Finding locks on datasets

Preventing and allowing connections

Loading data

Storage

Copy/paste

Pros

Cons

Use cases

Data Conversion tools

Pros

Cons

Use cases

Simple Data Loader

Pros

Cons

Use cases

Object Loader

Pros

Cons

Use cases

Truncate/load

Pros

Cons

Use cases

Managing user privileges

Database maintenance

Backups

Statistics

Indexes

Summary

Publishing Content

Service types

What is a service?

Map services

Feature services

Geoprocessing services

Image services

Publishing services

Publishing to ArcGIS Server

Creating an ArcGIS Server connection

Service capabilities

Map services

Publishing a map service to ArcGIS Server

Feature services

Publishing a feature service to ArcGIS Server

Feature service operations and properties

Geoprocessing services

Publishing a geoprocessing service to ArcGIS Server

Geoprocessing service settings and properties

Publishing to ArcGIS Online

Publishing to Portal for ArcGIS

Managing service data

Making data accessible to ArcGIS Server

Enterprise geodatabase or file geodatabase?

Registering data sources

Copying data to the server

Publishing to the ArcGIS Data Store

Publishing a CSV file

Publishing a feature service from ArcMap

Publishing a feature service from ArcGIS Pro

Extending services

Server object extensions

Server object interceptors

Summary

ArcGIS Server Administration

Connecting to an ArcGIS Server site

Accessing ArcGIS Server Manager

Accessing the ArcGIS Server REST Administrator directory

Accessing server settings through ArcCatalog

A quick tour of the configuration store and ArcGIS Server directories

Carrying out administrative tasks

Adding and removing machines from an ArcGIS Server site

Using and managing ArcGIS Server logs

Log settings

Log level

Log retention time

Logs directory

Backup and restore of an ArcGIS Server site

Resetting or changing the ArcGIS Server service account password

Retrieve, reset, or change the ArcGIS Server PSA account credentials

Retrieving a forgotten PSA account name

Changing a forgotten PSA account password

Changing a PSA account credentials when you know the current password

Utilizing the ArcGIS Server REST Administrator Directory

Navigating the REST Admin

Working with tokens

Token basics

Token lifespans

Changing token settings

Generating a token

Managing services

Hiding a service

System settings

Web Adaptors

Properties

Logs

Data

The ArcGIS Server command-line utilities

Summary

Portal for ArcGIS Administration

Connecting to Portal

Accessing Portal through the standard web interface

Accessing Portal through the Portal Admin

Administering through the web interface

Changing the look and feel of your Portal

Managing content

Featured content

Customizing basemaps

Configuring the map viewer

Configuring utility services

Printing

Portal to Portal collaboration

Setting up a collaboration

Administering through the Portal REST Administrative Directory

System properties

Web Adaptor

Licensing

Logs

Installation and upgrade logging

Everyday logging

Working with Portal logs

Backing up Portal

Running the webgisdr utility

Configuration

Backup

Restore

Backup of other items

File-based data

Spatiotemporal data stores

The configurebackuplocation utility

The backupdatastore utility

Changing the Portal for ArcGIS account

Management tools

AGO Assistant

Accessing AGO Assistant

Viewing an item's JSON

Changing URLs

Copying items

geo jobe Admin Tools

Summary

Security

Security basics

Password strength

Password entropy

Password length

Generating passwords

Managing passwords

ArcGIS Server security

Fundamentals of ArcGIS Server security

The post-installation scene

Users and roles

Authentication and authorization

Keeping your ArcGIS Server secure

Using a CA-signed SSL certificate

Principle of least privilege

Disabling or modifying the PSA account

Disabling the services directory

Scanning your ArcGIS Server instance for security best practices

Configuring security in ArcGIS Server

Identity stores

ArcGIS Server built-in store

The existing enterprise system

Users from the existing enterprise system and roles from ArcGIS Server built-in

Authentication

ArcGIS Server authentication

Portal security

Fundamentals of Portal security

Web-tier authentication

The post-installation scene

Keeping Portal secure

Using a CA-signed SSL certificate

Enabling HTTPS

Disable user's ability to create built-in accounts

Scanning your Portal instance for security best practices

Configuring security in Portal

Identity stores

Portal built-in identity store

Enterprise identity store

Authentication

Web-tier

Portal-tier

Implementing Integrated Windows Authentication and Single Sign-On in Portal

Using Portal with ArcGIS Server

Benefits

Integration

Registered services

Federation

Federating an ArcGIS Server site with your Portal

Designated hosting server

Using Portal with the ArcGIS Server REST endpoint

Updates

References

Summary

Scripting Administrative Tasks

Working with data

Loading data into a geodatabase

Modifying field domains

Working with ArcGIS Server services

Interrogating a REST endpoint with curl and Node.js

Publishing services

OnServer

How OnServer works

Creating a service inventory

Determining what services a feature class is participating in

MakeMany

SLAP

How SLAP works

ArcGIS Server error monitoring and reporting

Working with Portal through Python

PortalPy

Installation and configuration

PortalPy usage

Portal for ArcGIS command-line utilities

Adding built-in users in bulk

Summary

The ArcGIS Python API

What is the ArcGIS API for Python?

How the API is structured

Getting set up to use the API

Try it live

Installing using Conda

Installing using ArcGIS Pro

Testing the API installation

Working with services

Changing web map service URLs

Creating a Web Map inventory

Displaying pandas DataFrames

Replicating content

Working with users and groups

Managing users

Managing groups

Working with features

Publishing and overwriting a feature layer

Publishing the initial feature layer

Overwriting the feature layer

Summary

ArcGIS Enterprise Standards and Best Practices

Why are standards and best practices needed?

Standards

Storage locations

Naming conventions

Enterprise database connections

Operating system-level directories and files

Services and their sources

Map service MXD standards

Best practices

Credentials

Service accounts

Map documents

Database connections

ArcGIS Server

Registered data sources

Print services

Tuning services

Availability

Performance

Portal for ArcGIS

Python scripting

Script storage

Connection files

Logging

Scheduled tasks

Storage

Lock resource access down

Moving the IIS web root

Storing ArcGIS Enterprise logs off the operating system drive

Documentation

The bus factor

Summary

Troubleshooting ArcGIS Enterprise Issues and Errors

Keeping your cool

Gathering information

Using available resources

Using the logs

ArcGIS Server logs

ArcGIS Server logs workflow

Portal for ArcGIS logs

Portal logs workflow

Tracking issues

Installation and configuration issues

Web Adaptor issues

Federation issues

Port issues

Installation logs

Permissions issues

What to look for

What to do to fix permissions issues

Web browser considerations

Passwords

Scripts

Troubleshooting in production

Finding and understanding errors

Debugging

Print statements

Debugging in an IDE

Logs

Tools to help you

Browser dev tools

Using the REST endpoint

AGO Assistant

Outage and issue scenarios

Scenario - the website is down

Summary

Preface

When ArcGIS Enterprise 10.5 was released in December of 2016, it brought with it substantial changes to the Esri web GIS ecosystem. With that release, ArcGIS Server, Portal for ArcGIS, ArcGIS Data Store, and the ArcGIS Web Adaptor became the four main components of an ArcGIS Enterprise deployment. ArcGIS Enterprise 10.5 is a complete web GIS in your own infrastructure, whether that be on-premises, in the cloud, or a combination of the two.

This book will teach you how to properly install and configure all components of ArcGIS Enterprise, including setting up and maintaining an enterprise geodatabase on SQL Server. After all software components are ready, we will cover publishing content to ArcGIS Server and Portal for ArcGIS. Administration of the many pieces of ArcGIS Enterprise is a key concept that is central to the purpose of this book; we will cover the many ways we can administer, configure, and maintain each piece of the ArcGIS Enterprise platform. No GIS book would be complete without covering Python, and we will cover several ways to use Python along with Esri libraries to get creative and script out repetitive tasks as well as quick ad hoc jobs. Security is a paramount concern in any enterprise system, and we will discuss ways to keep your system safe and secure. Finally, we will wrap up coverage of standards and best practices along with ways to use those to help you efficiently and successfully troubleshoot errors and issues when they arise in your environment.

What this book covers

Chapter 1, ArcGIS Enterprise Introduction and Installation, introduces ArcGIS Enterprise and covers the installation and configuration of all aspects of ArcGIS Server, Portal for ArcGIS, ArcGIS Data Store, and ArcGIS Web Adaptor. Once you are done with this chapter, you will have a fully functioning instance of the ArcGIS Enterprise core software.

Chapter 2, Enterprise Geodatabase Administration, walks through the creation and configuration of an enterprise geodatabase on Microsoft SQL Server. You will learn how to connect to the geodatabase, load data, create users and roles, set privileges, and configure and perform geodatabase maintenance. Publishing to the ArcGIS Data Store is also discussed along with server-object extensions and server-object interceptors.

Chapter 3, Publishing Content, covers the different types of services available in ArcGIS Server and how to publish, configure, and manage those services.

Chapter 4, ArcGIS Server Administration, is a very important chapter as it introduces ways to access ArcGIS Server and carry out administrative tasks crucial to a smooth-running environment. We will discuss ArcGIS Server logs, accounts, and how to use the ArcGIS Server REST Administrator Directory efficiently to complete tasks.

Chapter 5, Portal for ArcGIS Administration, is another crucial chapter that shows how to access administrative functions of Portal for ArcGIS to customize the look and feel of your portal, how to manage content, and how to administer various pieces of your portal through the Portal REST Administrative Directory. Backing up and restoring your portal is discussed along with useful tools to manage Portal items.

Chapter 6, Security, is a chapter to pay close attention to as security always needs to be on your mind. We will discuss passwords, methods to keep ArcGIS Server and Portal for ArcGIS secure, and the details and benefits of federation.

Chapter 7, Scripting Administrative Tasks, is the first of our hands-on chapters. We will use Python to load data into your geodatabase, perform an inventory of your ArcGIS Server services, bulk publish services, and script the replication of one ArcGIS Server environment into another.

Chapter 8, The ArcGIS Python API, our second hands-on chapter, introduces the new and exciting ArcGIS API for Python, which allows Pythonic access to your entire web GIS. We will discuss the installation of the API and how to easily use it to work with services, Portal items and users, and even features in a feature layer.

Chapter 9, ArcGIS Enterprise Standards and Best Practices, discusses measures you can take to enforce integrity in your environment and applications using standards and best practices. Security, data, storage, and scripting, among other items, can all benefit from standards and best practices.

Chapter 10, Troubleshooting ArcGIS Enterprise Issues and Errors, brings this book to an end by bringing together many things you learned in previous chapters to help you track down issues, determine their causes, and come up with resolutions quickly and efficiently.

What you need for this book

Mastering ArcGIS Enterprise Administration is written for ArcGIS Enterprise 10.5.1, but version 10.5 can be used as well. You will need access to at least one Windows server with at least Windows Server 2008 as the operating system, access to ArcGIS Enterprise 10.5.1 installation files, and licensing for ArcGIS Enterprise. You will need Microsoft SQL Server 2012 SP3, 2014, or 2016 (Microsoft offers 180-day trial licenses for SQL Server) and ArcGIS Desktop 10.5.1 or ArcGIS Pro. For Python coding, you will need Python 2.7.x that installs with ArcGIS Desktop and Python 3.x that either comes with ArcGIS Pro or can be installed separately. A Python IDE is optional but recommended.

Who this book is for

This book is geared toward senior GIS analysts, GIS managers, GIS administrators, DBAs, GIS architects, and GIS engineers who need to install, configure, and administer ArcGIS Enterprise 10.5.1. Anyone wishing to become more comfortable working with the many administrative interfaces of ArcGIS Enterprise will benefit from this book.

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Downloading the example code

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Downloading the color images of this book

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ArcGIS Enterprise Introduction and Installation

Since the release of ArcGIS 9 in 2004, ArcGIS Server has continued to grow and evolve. This evolution is ongoing and evident in the latest release of the ArcGIS platform, ArcGIS 10.5, released in December 2016. With the release of any new software version, comes changes in system requirements, licensing, and functionality. The 10.5 release of ArcGIS 10.5, now known as ArcGIS Enterprise, brought a substantial number of changes to administrators and users of this vastly popular and pervasive geographic information systems software package. At the time of this writing, ArcGIS Enterprise is at version 10.5.1, a quality improvement release set loose in the wild in the summer of 2017. This book will focus on ArcGIS Enterprise version 10.5.1. We will refer to both 10.5 and 10.5.1 versions, as many of the newest features were released at 10.5.

To fully understand how to install ArcGIS Enterprise, it is first important to know the structure of ArcGIS Enterprise, what it is and isn't, its different components, and, new to ArcGIS Enterprise at 10.5, server roles. This chapter will help you do just that; you will learn what ArcGIS Enterprise 10.5.1 is, how it differs from previous versions of ArcGIS, and how to install and initially configure the key components of ArcGIS Enterprise.

By the end of this chapter, you will be comfortable with the structure of ArcGIS Enterprise and capable of confidently installing and configuring it in your own environment.

In this chapter, we will cover the following topics:

What is ArcGIS Enterprise and how is it different from previous versions of ArcGIS?

What are the four components of ArcGIS Enterprise and how do they work together?

What are server roles and how do they function?

Installation and configuration of the following:

ArcGIS Server

Portal for ArcGIS

ArcGIS Web Adaptors for both ArcGIS Server and Portal for ArcGIS

ArcGIS Data Store

Introduction to ArcGIS Enterprise 10.5.1

ArcGIS Enterprise 10.5.1 is the latest version of the ArcGIS Server product line from Esri. Released in summer 2017, ArcGIS Enterprise represents a substantial shift in how ArcGIS Server and its components are structured, licensed, and deployed.

How ArcGIS Enterprise 10.5.1 is different

ArcGIS Enterprise 10.5.1 is a complete web GIS in your own infrastructure, whether on-premises, in the cloud, or a combination of the two. At 10.5.1, ArcGIS for Server now becomes ArcGIS Enterprise, consisting of the following four major components:

ArcGIS Server

Portal for ArcGIS

ArcGIS Data Store

ArcGIS Web Adaptor

The underlying technologies behind these components remain the same as in previous versions, with enhancements.

Also new at ArcGIS Enterprise 10.5 were licensing roles. Prior to 10.5, ArcGIS Server was licensed with varying levels and editions. Roles at 10.5 offer differing capabilities and types of services that can be published.

Components of ArcGIS Enterprise 10.5.1

The ArcGIS Enterprise product line consists of four software components that are designed to work together. These are as follows:

ArcGIS Server

: These are the core web services component to share maps authored in ArcGIS Desktop and ArcGIS Pro and perform geospatial analysis over the internet.

Portal for ArcGIS

: This allows users in your organization to share data, maps, and other geospatial content through application authoring (including Web AppBuilder) and hosting capabilities. Through federation with ArcGIS Server, Portal becomes the identity store for ArcGIS Enterprise, allowing for a single management point for access and authorization. Think of Portal for ArcGIS as an on-premises version of ArcGIS Online.

ArcGIS Data Store

: This is an application that will locally store your Portal's feature layer data, caches, and big data.

ArcGIS Web Adaptor

: This allows you to expose your ArcGIS Server through your organization's standard website and port, letting you easily share your map services over the internet. When paired with IIS and Active Directory, the Web Adaptor provides a smooth method for authentication and access using

Integrated Windows Authentication

(

IWA

).

A base ArcGIS Enterprise deployment consists of ArcGIS Server, Portal for ArcGIS, ArcGIS Data Store, and the Web Adaptor.

Server roles and extensions

New to ArcGIS Enterprise 10.5 was the concept of roles. Roles provide added functionality to ArcGIS Enterprise as deployed in your own infrastructure. Need to serve out and analyze imagery, rasters, or remotely sensed data? ArcGIS Image Server, formerly known as the Image Server Extension, allows you to serve massive imagery collections on the fly. At ArcGIS Enterprise 10.5.1, there are five licensing roles:

GIS Server

Image Server

GeoEvent Server

GeoAnalytics Server

Business Analyst Server

Each server role requires its own instance of ArcGIS Server and a dedicated hardware resource; it is no longer recommended to deploy multiple roles to a single server for performance concerns. Many of these roles can also be deployed as distributed servers, allowing for the spreading out of processing across multiple servers.

GIS Server

The GIS Server role is core ArcGIS Server; it is the role that provided many of the ArcGIS Server capabilities prior to ArcGIS Enterprise 10.5. ArcGIS GIS Server is still offered in three editions, with each successive edition offering additional functionality:

Basic

: This manages your geodatabase and public feature services (without the ability to edit); it cannot be deployed with Portal for ArcGIS.

Standard

: This is everything in Basic, plus the ability to edit feature services and publish geoprocessing services from any tool included in ArcGIS Desktop Standard or ArcGIS Pro Standard; it can be implemented with Portal for ArcGIS.

Advanced

: This is everything in Standard, plus the ability to publish geoprocessing services from any tool included in ArcGIS Desktop Advanced or ArcGIS Pro Advanced. It also includes additional geostatistical and Spatial Analyst tools, and it can be implemented with Portal for ArcGIS.

Image Server

With ArcGIS Image Server, formerly known as Image Server Extension, large collections of satellite imagery, aerial photos, and rasters can be served dynamically on the fly. Image Server can also run raster processing models allowing distributed analysis of imagery and rasters.

GeoEvent Server

GeoEvent Server, known as the GeoEvent Extension prior to 10.5, enables the integration of real-time data into your enterprise GIS from a variety of sources and sensors. With GeoEvent Server, you can stream event data to client applications, view feature statuses with the Operations Dashboard for ArcGIS, filter geoevents, and detect and analyze the spatial proximity of events with geofences. With GeoEvent Server, real-time data can be published to a spatiotemporal big data store.

GeoAnalytics Server

With ArcGIS GeoAnalytics Server, new at 10.5, big data analysis can be distributed across multiple ArcGIS Server machines, allowing users to perform analyses more quickly on even larger amounts of data than before.

Business Analyst Server

ArcGIS Business Analyst Server, when used with ArcGIS Enterprise, enables your organization to host business analyst-based capabilities such as site analytics and custom reporting. Business Analyst Server also allows you to host the Esri GeoEnrichment service on-premise and behind your firewall.

Licensing

As in previous versions of ArcGIS Server, Enterprise is broken down by editions and levels.

ArcGIS Enterprise editions

As discussed earlier in this chapter, ArcGIS GIS Server is offered in three editions, with each successive edition offering additional functionality--Basic, Standard, and Advanced. Let's examine these editions a bit closer.

Basic edition

ArcGIS GIS Server Basic edition includes geodatabase management and the ability to publish read-only feature services. Also included are the geodata service and geometry service. Web editing is not available and this edition cannot be federated with Portal for ArcGIS. No ArcGIS Server extensions are available for purchase and implementation at the Basic edition.

Standard edition

The Standard edition of ArcGIS GIS Server adds all GIS web service types (cached map and image, dynamic map, feature, geocoding, geoprocessing, image from a single raster, print, and schematic) offered by the ArcGIS GIS Server. Geoprocessing services can utilize any tool included with ArcGIS Desktop Standard. The Standard edition can be deployed with Portal for ArcGIS, allowing hosted layer types such as feature layers, scene layers, and tile layers. Most ArcGIS Server extensions are available for purchase and implementation at the Standard edition.

Advanced edition

The Advanced edition includes everything at the Standard edition plus the ability to publish geoprocessing models and scripts utilizing any tool included in ArcGIS Desktop Advanced. The ArcGIS Network Analyst for Server extension is included, and all Server Extensions are available for purchase and implementation. Portal for ArcGIS can be implemented with the Advanced edition.

Levels of ArcGIS Enterprise

There also exist two levels of ArcGIS Enterprise--ArcGIS Enterprise and ArcGIS Enterprise Workgroup.

ArcGIS Enterprise level

The ArcGIS Enterprise level is designed for medium to large-sized teams. At this level, enterprise geodatabases are utilized with ArcGIS Enterprise allowing an unlimited number of simultaneous connections to the database. This level comes with one four-core processor license and is scalable with additional two-core add-on packs.

ArcGIS Enterprise Workgroup level

The ArcGIS Enterprise Workgroup level is designed for smaller teams and organizations, allowing a maximum of 10 simultaneous connections to workgroup and file geodatabases; enterprise geodatabases are not supported. The base ArcGIS Enterprise deployment (Server, Portal, Web Adaptor, or Data Store) must be deployed all in one on a single machine with up to four cores. Server roles have a maximum of four cores--no add-on two-core packs are available.

Named user entitlements

Licensing for ArcGIS Enterprise 10.5.1 is like licensing at 10.4. With your purchase of ArcGIS Enterprise is included a set of named user entitlements to be used within Portal for ArcGIS. A named user is a specified user for running ArcGIS Pro or a Premium App through ArcGIS Online of Portal for ArcGIS. The number of entitlements you receive depends on the edition and level of ArcGIS Enterprise purchased by your organization. Named user entitlements also differ for licensing under an Enterprise Licensing Agreement (ELA), education site license, or any other special licensing agreement with Esri.

The following are the named user entitlements:

ArcGIS Enterprise with GIS Server Basic cannot be deployed with Portal for ArcGIS; therefore, named users are not available in this edition.

Level 1 (L1) users are content viewers who can only view content shared with them through the organization. L1 users cannot own items or edit items. Level 2 (L2) users can view, create, edit, and share content and can be assigned into the Portal roles of User, Publisher, and Administrator. L1 access is no different than public anonymous (Share with Everyone), but allows named users to participate in focused sharing through groups.

Installing ArcGIS Server

ArcGIS Server installation at 10.5.1 is very similar to installation at 10.4 and will be a familiar process for many.

System and hardware requirements

The following is a high-level overview of some of the more important system and hardware requirements of ArcGIS Server 10.5. Consult the official ArcGIS Server 10.5 online documentation for further information and an exhaustive list of all requirements.

Operating systems

ArcGIS Server is supported on Windows Server 2012 R2 Standard and Datacenter; Windows Server 2012 Standard and Datacenter; Windows Server 2008 R2 Standard, Enterprise, and Datacenter; and Windows Server 2008 Standard, Enterprise, and Datacenter. Flavors of Windows 10, 8.1, and 7 are also supported for basic testing and application development only, not for production environments. Throughout this book, we will focus on ArcGIS Server on Windows.

ArcGIS GIS Server, GeoEvent Server, Image Server, or Business Analyst for Server are recommended to have 8 GB of RAM per unique license role in a production environment. ArcGIS Server requires a minimum of 10 GB of available disk space.

Ports

ArcGIS Server requires several ports be open to allow communication with machines both externally on the internet and internally on an intranet. The following ports need to be allowed on your firewall:

HTTP port

6080

.

HTTPS port

6443

: If HTTPS is enabled, ArcGIS Server uses port

6443

by default.

Ports

4000

-

4002

: These ports are used for communication between ArcGIS Servers.

Internally used ports: Other ports such as

1098

,

6006

,

6099

, and others are used by ArcGIS Server to start processes with each ArcGIS Server machine. These ports do not have to be open for access by other machines.

Secure socket layer

ArcGIS Server comes preconfigured with a self-signed secure socket layer (SSL) certificate. Although not required, it is highly recommended that you purchase and install an SSL certificate from a trusted certificate authority (CA) or a local domain CA. SSL provides encryption of sensitive information (such as usernames and passwords for logging in to ArcGIS Server and Portal) and authentication to ensure that information is being sent where it is intended to go, and not to an imposter. The downside to SSL is that certificates do cost money, but at the time of this writing, SSL certificates can be purchased for around $70 USD, a small price to pay for peace of mind for you and your end users. See the SSL certificate installation section, discussed later in this chapter, for more information.

For the latest system requirements, please consult the ArcGIS Enterprise online help.

Hardware scenarios

There are several ways that ArcGIS Enterprise can be deployed. These range from simple single-machine deployments to more complex multi-machine scenarios. Prior to ArcGIS Enterprise 10.5, a base deployment consisted primarily of ArcGIS Server and the ArcGIS Web Adaptor. At 10.5, a base deployment consists of the four main components of ArcGIS Enterprise--ArcGIS Server, Portal for ArcGIS, ArcGIS Data Store, and ArcGIS Web Adaptor, all working together.

Single-machine deployment

In a single-machine deployment, all components of ArcGIS Enterprise are installed in one single machine, either physically or virtually. This means the one machine acts as a database server, application server, and web server. This is a minimalist configuration that can be used in a production environment, but it is better suited for a testing or development environment. For the purposes of this book, we will use a single-machine deployment in Amazon Web Services. In a minimalist, conceptual form, a single-machine deployment would look like the following diagram:

Esri recently released ArcGIS Enterprise Builder, which provides a simple installation and configuration experience for a base ArcGIS Enterprise single-machine deployment.

Multi-machine (multi-tiered) deployment

The multi-machine, or multi-tiered (where each machine is a tier), is the most common deployment scenario. Here, each component of ArcGIS Enterprise is installed on a separate virtual or physical machine. This means that there is a separate machine for each of the following:

ArcGIS Web Adaptor (web server)

Portal for ArcGIS

ArcGIS Server

ArcGIS Data Store

Enterprise geodatabase

If absolutely necessary, Portal and the Web Adaptor can reside on one server, with ArcGIS Server and Data Store on another. Bear in mind that, for performance reasons, this is not what is recommended for production environments.

Although more complex than the single-machine deployment, the multi-tiered deployment allows for isolation of the different components and distribution of the workload. A multi-machine configuration would conceptually look like the following diagram:

Hardware virtualization, utilized today by even the smallest of organizations, makes having and utilizing a multi-tiered deployment feasible.

Within the multi-tiered deployment, it is possible to have multiple ArcGIS Server machines functioning as a single logical unit. These servers operate in conjunction with the ArcGIS Web Adaptor to form a collective unit referred to as an ArcGIS Server site. Within a site, all ArcGIS Servers share the same configuration store and ArcGIS Server directories. Once configured, the site can be administered from any of the servers within it. For more information on ArcGIS Enterprise deployment scenarios, consult the online documentation.

ArcGIS Enterprise in the cloud

In addition to hosting ArcGIS Enterprise within your own infrastructure, whether it is on physical or virtual hardware, ArcGIS Enterprise can also run in the cloud. Esri supports ArcGIS Enterprise deployments on Amazon Web Services and Microsoft Azure. Standing up your ArcGIS Enterprise instance in the cloud offers several advantages to traditional on-premise deployments, such as:

Ease of setup

: Get an account set up and you can have a server up and running in just a few minutes.

Maintenance

: You don't have to maintain hardware infrastructure.

Scalability

: Machines can be added and removed as necessary, allowing you to distribute workloads for increased performance. Resources such as hard drives, CPUs, and memory can be easily scaled up as needed. Adding machines may require additional licensing depending on your licensing terms.

Amazon Web Services

With Amazon Web Services (AWS), there are several options available for launching ArcGIS Enterprise architectures.

AWS Marketplace

Through the AWS Marketplace (https://aws.amazon.com/marketplace), you can purchase an Amazon Machine Image (AMI) with ArcGIS Enterprise that can be easily deployed from your AWS account. Using the Marketplace, you purchase an AMI and then launch it as a virtual machine through the AWS Management Console:

CloudFormation

CloudFormation is an AWS service that utilizes infrastructure as code to let you define architectures for the services you want to set up and utilize. Esri provides sample AWS CloudFormation templates that you can use to configure ArcGIS Server or ArcGIS Enterprise deployments for AWS. These template architectures vary in complexity, ranging from a simple single machine, ArcGIS Enterprise Deployment to a disaster recovery-ready configuration of multiple ArcGIS Enterprise deployments in two different AWS regions. See the ArcGIS Enterprise online documentation on AWS CloudFormation and ArcGIS for more information.

Cloud Builder

ArcGIS Server Cloud Builder is an Esri application that allows you to build and maintain a simple to complex ArcGIS Server site on AWS. With Cloud Builder, you can build, maintain, access, and backup your site, all from the Cloud Builder interface. It is perfect for those without cloud experience wanting to stand up infrastructure on AWS.

See the ArcGIS Enterprise online documentation on ArcGIS Server Cloud Builder for more information.

Manual deployment using the AWS Management Console

For the adventurous and those preferably with AWS experience, the AWS Management Console (AWS Console) can be used to administer any facet of the entire AWS ecosystem. From the AWS Console, you can stand up servers, manage security, view billing information, and add or remove any piece of AWS architecture to or from your system. With a manual deployment, you are responsible for planning, creating, and deploying all the machines in your site; setting up storage; configuring and managing security; and installing and configuring all components of ArcGIS Enterprise. For the purpose of this book, a single-machine deployment will be utilized in AWS, configured completely manually.

Microsoft Azure

As with AWS, there are options for using Azure to deploy ArcGIS Enterprise.

Azure Marketplace

Much like the AWS Marketplace, in the Azure Marketplace, you can search for a wide variety of preconfigured, readily available machines ready to be purchased and easily launched in the Azure cloud. The following is an example of an ArcGIS Enterprise machine available for purchase in the Azure Marketplace:

Cloud Builder

ArcGIS Enterprise Cloud Builder for Microsoft Azure is an application provided by Esri that you can use to deploy ArcGIS Enterprise and ArcGIS Server standalone sites on the Azure platform. With Cloud Builder for Azure, you can complete tasks, such as deploying ArcGIS Enterprise, adding sites to your deployment, installing an SSL certificate, adding a data store, and managing machines in your deployment.

ArcGIS Server installation

The ArcGIS Server installation process is straightforward. With a little planning and preparation, things can go smoothly.

Before you get started

Before starting the installation of ArcGIS Server, there are a few items to acquire:

An authorization file for ArcGIS Server. Get this from

https://my.esri.com

.

ArcGIS Server setup program. Get this from

https://my.esri.com

.

ArcGIS Server account

ArcGIS Server runs as a Windows service on the application server. All Windows services have an operating system service account that they run under; the ArcGIS Server default service account is a local account called arcgis, and it is commonly referred to as the ArcGIS Server account. The default local arcgis account is sufficient for development or testing environments, but Esri recommends using a domain account for production environments. If your organization uses a domain account, try to get the account set so that the password never expires. If your organization has security policies in place that require password expirations, determine when your ArcGIS Server account password will expire, and set a calendar reminder in advance. Once the password expires, the ArcGIS Server service will not be able to start and your ArcGIS Server site will be down. Always use a strong password, such as one generated at https://xkpasswd.net. To update the (expired) password, run the Configure ArcGIS Server Account Utility located in the Windows Start menu. See Chapter 10, Troubleshooting ArcGIS Enterprise Issues and Errors for more information on troubleshooting and issues with permissions and the ArcGIS Server account.

SSL certificate installation

If you will be utilizing an SSL certificate with your ArcGIS Server site, which is the recommended practice, Esri recommends installing this first before the installation of ArcGIS Server. The acquisition and installation of SSL certificates are quite often not well understood by GIS professionals. This is understandable, as SSL certificates are usually handled by systems administrators. That said, your systems administrator may indeed handle all aspects of SSL certificates within your organization, so contact them first before proceeding with purchasing one yourself. Regardless, let's demystify the process of acquiring and installing SSL certificates.

Acquiring an SSL certificate

Requesting and purchasing an SSL certificate is not as scary as it may seem. Armed with the knowledge of the process, it can be done in a few hours spread out over a few days in most cases.

Requirements

To acquire a basic SSL certificate, a few items are necessary:

Web server access

An account with a certificate authority

A domain name and unique IP address