Best Practices: Installation, Configuration, Best Practices: Installation, Configuration, and Administration of ArcGIS Serverand Administration of ArcGIS Server

Jennifer HugheyJennifer HugheyESRI CA/HI/NVESRI CA/HI/NV

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OutlineOutline

•• Architecture overviewArchitecture overview•• Installing ArcGIS ServerInstalling ArcGIS Server

–– Third party installsThird party installs–– ArcGIS Server installationArcGIS Server installation

•• Post installation and authorizationPost installation and authorization•• Additional ConfigurationAdditional Configuration

–– Adding ArcGIS Server users and administratorsAdding ArcGIS Server users and administrators–– Data accessData access

•• System SizingSystem Sizing

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ArchitectureArchitecture -- OverviewOverview

•• ClientsClients•• Web TierWeb Tier

–– Web ServerWeb Server–– Web ADFWeb ADF

•• GIS ServerGIS Server–– SOMSOM –– Server Object ManagerServer Object Manager–– SOCSOC –– Server Object ContainerServer Object Container

•• DataData

ClientsClients

Web ServerWeb Server

Web ADFWeb ADF

SOMSOM

SOCSOCGIS

Ser

ver

InternetInternet

Web

Tie

rD

ata

File DBMS

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ArchitectureArchitecture -- ClientsClients

•• ClientsClients–– Web BrowsersWeb Browsers–– Mobile DevicesMobile Devices–– ArcGIS Desktop ArcGIS Desktop –– ArcGIS ExplorerArcGIS Explorer–– ArcGIS EngineArcGIS Engine

ClientsClients

Web ServerWeb Server

Web ADFWeb ADF

SOMSOM

SOCSOCGIS

Ser

ver

InternetInternet

Web

Tie

rD

ata

File DBMS

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ArchitectureArchitecture –– Web TierWeb Tier

•• Web ServerWeb Server–– Internet Information Server (IIS)Internet Information Server (IIS)

•• Web ADF ComponentsWeb ADF Components–– ADF RuntimeADF Runtime

•• Must be installed on the web serverMust be installed on the web server•• Can be installed separately from Can be installed separately from

the SDKthe SDK

–– ADF Software Developer KitADF Software Developer Kit•• Install on the machine the Install on the machine the

application will be developed onapplication will be developed on•• DoesnDoesn’’t have to be installed on the t have to be installed on the

web serverweb server

ClientsClients

Web ServerWeb Server

Web ADFWeb ADF

SOMSOM

SOCSOCGIS

Ser

ver

InternetInternet

Web

Tie

rD

ata

File DBMS

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ArchitectureArchitecture –– GIS ServerGIS Server

•• SOMSOM–– Listens for incoming requestsListens for incoming requests–– Aware of available machines to Aware of available machines to

process requestsprocess requests–– Handles load distribution Handles load distribution –– Error loggingError logging

•• SOCSOC–– Receives incoming requests from Receives incoming requests from

the SOMthe SOM–– Processes the request Processes the request

•• Generates a map, geocodes a Generates a map, geocodes a feature, buffers a pointfeature, buffers a point……

–– Returns the output back to the Returns the output back to the SOM for delivery to clientsSOM for delivery to clients

ClientsClients

Web ServerWeb Server

Web ADFWeb ADF

SOMSOM

SOCSOCGIS

Ser

ver

InternetInternet

Web

Tie

rD

ata

File DBMS

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ArchitectureArchitecture –– DataData

•• Accessible to the SOCAccessible to the SOC•• GeodatabaseGeodatabase

–– Personal for Access GeodatabasePersonal for Access Geodatabase–– ArcSDE Personal/WorkgroupArcSDE Personal/Workgroup–– ArcSDE Enterprise ArcSDE Enterprise –– File GeodatabaseFile Geodatabase

•• File basedFile based–– Shapefile, CAD, RasterShapefile, CAD, Raster……

•• OtherOther

ClientsClients

Web ServerWeb Server

Web ADFWeb ADF

SOMSOM

SOCSOCGIS

Ser

ver

InternetInternet

Web

Tie

rD

ata

File DBMS

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Installation overviewInstallation overview

•• System RequirementsSystem Requirements–– Review system requirements Review system requirements

•• ThirdThird--Party ApplicationsParty Applications–– Microsoft .NET Framework 2.0Microsoft .NET Framework 2.0–– IISIIS–– Internet Explorer 6.0 or HigherInternet Explorer 6.0 or Higher–– Visual Studio 2005 (not a requirement)Visual Studio 2005 (not a requirement)

•• InstallationInstallation–– Installing the ArcGIS Server componentsInstalling the ArcGIS Server components–– Running the Post InstallationRunning the Post Installation

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System requirementsSystem requirements

•• Consult the ESRI support pageConsult the ESRI support page–– http://http://support.esri.com/index.cfm?fasupport.esri.com/index.cfm?fa==knowledgeBase.gatewayknowledgeBase.gateway

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ThirdThird--Party applicationsParty applications

•• ArcGIS Server for the Microsoft .NET FrameworkArcGIS Server for the Microsoft .NET Framework–– Microsoft .NET Framework 2.0Microsoft .NET Framework 2.0–– IISIIS–– Internet BrowserInternet Browser

•• Internet Explorer 6.0 or HigherInternet Explorer 6.0 or Higher•• Netscape Communicator 8.1 Netscape Communicator 8.1 •• Firefox 1.5 or HigherFirefox 1.5 or Higher

–– Visual Studio 2005 (not a requirement)Visual Studio 2005 (not a requirement)•• Web Developer Express, Standard, Professional, or Team EditionsWeb Developer Express, Standard, Professional, or Team Editions

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Types of installationsTypes of installations

•• Typical installationTypical installation–– All available installation features are installed on one machineAll available installation features are installed on one machine

•• SOM, SOC, Web ADF, Mobile ADF, and Web ApplicationsSOM, SOC, Web ADF, Mobile ADF, and Web Applications

•• Distributed installations of ArcGIS ServerDistributed installations of ArcGIS Server–– Components of one ArcGIS Server system reside on multiple Components of one ArcGIS Server system reside on multiple

machines in the same local network machines in the same local network –– Available at the Enterprise level of ArcGIS ServerAvailable at the Enterprise level of ArcGIS Server–– Each SOC machine that you add to your system increases the Each SOC machine that you add to your system increases the

number of users that your GIS server can accommodatenumber of users that your GIS server can accommodate–– Machines that are running an ArcGIS Server component must be Machines that are running an ArcGIS Server component must be

licensedlicensed

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Installing the ArcGIS Server componentsInstalling the ArcGIS Server components

•• Choose components or Choose components or features to installfeatures to install

•• Install only Install only components for that components for that machinemachine’’s role in the s role in the systemsystem

•• Specify install locationSpecify install location

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Setting the ArcGIS Server instanceSetting the ArcGIS Server instance

•• Enter the instance Enter the instance namename

•• An instance consists An instance consists of:of:–– A Web server A Web server –– A GIS server (SOM and A GIS server (SOM and

SOCs)SOCs)–– An ArcGIS Server An ArcGIS Server

Manager application Manager application –– A set of GIS services A set of GIS services –– Web applications Web applications –– ArcGIS Explorer maps ArcGIS Explorer maps –– KML network links KML network links

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Post installationPost installation

•• Required after installing Required after installing softwaresoftware

•• Wizard driven process to Wizard driven process to set up ArcGIS Serverset up ArcGIS Server

•• Two parts:Two parts:–– Configure ArcGIS ServerConfigure ArcGIS Server–– Authorize ArcGIS ServerAuthorize ArcGIS Server

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SOM/SOC accountsSOM/SOC accounts

•• ArcGISSOMArcGISSOM–– Runs the SOM Windows Runs the SOM Windows

serviceservice–– Manages SOC(s), server Manages SOC(s), server

configuration information and configuration information and log fileslog files

•• ArcGISSOCArcGISSOC–– Needs permissions to read Needs permissions to read

GIS resources (maps, GIS resources (maps, locators, data) and access to locators, data) and access to output server directories for output server directories for processingprocessing

•• Specify a saved configuration Specify a saved configuration file (optional) file (optional)

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ArcGISWebServices accountArcGISWebServices account

•• ArcGISWebServicesArcGISWebServices–– Processes Web service Processes Web service

requests on the GIS serverrequests on the GIS server–– Used internally by the Web Used internally by the Web

server to communicate with server to communicate with the GIS Serverthe GIS Server via an via an Internet connectionInternet connection

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Server directories locationServer directories location

•• Server directoriesServer directories–– CacheCache

•• Stores preStores pre--rendered tiles for rendered tiles for map or globemap or globe servicesservices

–– JobsJobs•• Contains files needed Contains files needed

generated and used by generated and used by geoprocessing services geoprocessing services

–– OutputOutput•• A directory for temporary files A directory for temporary files

needed by the serverneeded by the server

•• Specify web server nameSpecify web server name

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Proxy ServerProxy Server

•• Configure proxy Configure proxy server settings server settings (optional)(optional)

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Export SettingsExport Settings

•• Export post installation Export post installation settings to an XML filesettings to an XML file

•• Allows for future Allows for future automated post automated post installationsinstallations

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Settings SummarySettings Summary

•• Displays settings summary Displays settings summary of options selected in the of options selected in the post installationpost installation

•• WhatWhat’’s happening behind s happening behind the scenesthe scenes–– Windows accountsWindows accounts–– Windows groupsWindows groups–– Directory creationDirectory creation–– Virtual directoriesVirtual directories–– Setting permissionsSetting permissions

•• Configuration errorsConfiguration errors

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Post Installation Post Installation -- AuthorizationAuthorization

•• Apply license file received Apply license file received from ESRIfrom ESRI

•• Register ArcGIS Server Register ArcGIS Server via the Internetvia the Internet

•• Displays a summary of Displays a summary of features licensed by the features licensed by the authorization processauthorization process

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Additional ConfigurationAdditional Configuration

•• Grant access to ArcGIS Server for specific user Grant access to ArcGIS Server for specific user accountsaccounts

•• Set permissions for ArcGISSOC account to data and Set permissions for ArcGISSOC account to data and mapsmaps

•• Logging into ManagerLogging into Manager

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Adding usersAdding users

•• Administrator or User?Administrator or User?•• Local operating Local operating

system groups created system groups created by the Post installationby the Post installation–– agsadminagsadmin–– agsusersagsusers

•• Local connections are Local connections are managed by the SOM managed by the SOM machinemachine’’s OSs OS

•• Internet connectionsInternet connections–– Secure services and Secure services and

applications at the web applications at the web serverserver

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Accessing dataAccessing data

•• GIS ResourcesGIS Resources–– Map and globe documents, locators, geoprocessing models, Map and globe documents, locators, geoprocessing models,

geodatabasesgeodatabases

•• File based dataFile based data–– SOC machines must have accessSOC machines must have access

•• Maintain one copy of the data in a shared folderMaintain one copy of the data in a shared folder•• Maintain identical copies of the data on each SOC Maintain identical copies of the data on each SOC

•• ArcSDE GeodatabaseArcSDE Geodatabase–– Workgroup and Enterprise geodatabasesWorkgroup and Enterprise geodatabases–– Save username and password with the database connection if Save username and password with the database connection if

using database authenticationusing database authentication–– SOC account must have appropriate permissions in the SOC account must have appropriate permissions in the

database if using OS authenticationdatabase if using OS authentication

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Logging into ManagerLogging into Manager

•• Login asLogin as–– A member of the agsadmin group on the server object manager A member of the agsadmin group on the server object manager

(SOM) machine (SOM) machine –– A member of the Administrators group on the Web server machine A member of the Administrators group on the Web server machine –– A member of the agsusers group on any machines to which you willA member of the agsusers group on any machines to which you will

make an ArcGIS Server Local connection make an ArcGIS Server Local connection

Sizing your systemSizing your system

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System Sizing: Plan for SuccessSystem Sizing: Plan for Success

•• Scalability is different than performanceScalability is different than performance•• ArcGIS Server will scale to any number of usersArcGIS Server will scale to any number of users•• Start with a tuned application and tuned service Start with a tuned application and tuned service

content.content.•• Two things to size:Two things to size:

–– The hardwareThe hardware–– The networkThe network

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Two Sizing PathwaysTwo Sizing Pathways

•• Use ESRI test data and ESRI modelsUse ESRI test data and ESRI models•• Use ESRI methods, your test data, and ESRI modelsUse ESRI methods, your test data, and ESRI models

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Do It YourselfDo It Yourself

•• System Architecture Design System Architecture Design StrategiesStrategies–– ESRI instructorESRI instructor--lead traininglead training–– Highly recommended*Highly recommended*–– InstructorInstructor--led trainingled training–– 3 days3 days–– Provides a Provides a ““Capacity Planning Capacity Planning

ToolTool”” (based on test data)(based on test data)

•• System Design StrategiesSystem Design Strategies–– Sizing methodologySizing methodology–– Sizing charts (based on ESRI Sizing charts (based on ESRI

test data)test data)–– The RO can provide limited The RO can provide limited

adviceadvice

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ESRI System Sizing AssistanceESRI System Sizing Assistance

•• Highly recommendedHighly recommended•• Standard contract scopes exist for:Standard contract scopes exist for:

–– Department System Architecture DesignDepartment System Architecture Design–– Enterprise System Architecture DesignEnterprise System Architecture Design–– System Architecture Design System Architecture Design AssesmentAssesment–– System Architecture Design MaintenanceSystem Architecture Design Maintenance

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An Example: Using the White PaperAn Example: Using the White Paper

1.1. Start by determining the Start by determining the displaydisplaytransaction ratetransaction rate that you wish to that you wish to support with your system design.support with your system design.

2.2. Consult the white paper to confirm Consult the white paper to confirm that your project is similar to that that your project is similar to that which ESRI tested.which ESRI tested.

3.3. Locate the chart for your target Locate the chart for your target configuration.configuration.

4.4. Find your display transaction rate on Find your display transaction rate on the chart.the chart.

5.5. Look up the corresponding SPEC Look up the corresponding SPEC rating.rating.

6.6. Visit the Visit the SPECSPEC site to identify site to identify systems matching the rating.systems matching the rating.

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A More Complicated CaseA More Complicated Case

•• A custom webserviceA custom webservice•• A custom testA custom test--harness to harness to

simulate planned usage.simulate planned usage.•• Test data can be used with Test data can be used with

ESRI sizing modelsESRI sizing models

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ESRI System Sizing AssistanceESRI System Sizing Assistance

•• System sizing is: System sizing is: –– a critical element for success with any kind of software.a critical element for success with any kind of software.–– a significant undertaking.a significant undertaking.

•• ESRI providesESRI provides::

–– consulting services to help you determine your hardware and consulting services to help you determine your hardware and network needs.network needs.

–– resources for you to do your own sizing work.resources for you to do your own sizing work.

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ResourcesResources

•• ArcGIS Server Installation GuideArcGIS Server Installation Guide•• http://blogs.esri.com/Dev/blogs/arcgisserver/http://blogs.esri.com/Dev/blogs/arcgisserver/

–– Tips from tech supportTips from tech support

•• http://webhelp.esri.com/http://webhelp.esri.com/•• http://www.esri.com/library/whitepapers/pdfs/sysdesig.pdfhttp://www.esri.com/library/whitepapers/pdfs/sysdesig.pdf

•• TrainingTraining

•• http://training.esri.comhttp://training.esri.com•• Introduction to ArcGIS Server (2 Days)Introduction to ArcGIS Server (2 Days)•• Developing Applications with ArcGIS Server Using the Microsoft .Developing Applications with ArcGIS Server Using the Microsoft .NETNET

Framework (3 Days)Framework (3 Days)•• Developing Applications with ArcGIS Server Using the Java PlatfoDeveloping Applications with ArcGIS Server Using the Java Platform (3 rm (3

Days)Days)•• ArcGIS Server: Web Administration Using the Microsoft .NET FrameArcGIS Server: Web Administration Using the Microsoft .NET Frameworkwork

–– This course will be available July, 2008This course will be available July, 2008

Thank YouThank You

ESRI380 New York Street Redlands, California92373-8100 USA Phone: 909-793-2853Fax: 909-793-5953E-mail: info@esri.com