Niccole Murphy & Cameron Kroeker

Upgrading ArcGIS Enterprise

Session Agenda

1. Introduction• Common terms• What are upgrades?• Why upgrade?• Supported versions• Things to consider before upgrading• Recommended order of upgrades

2. ArcGIS Web Adaptor3. Portal for ArcGIS4. ArcGIS Server5. ArcGIS Data Store6. Validation after upgrading7. ArcGIS Enterprise Builder

Cameron Kroeker

Introduction

Common Terms and Definitions• In-Place Upgrade: Refers to how the setup is run. In this scenario the setup for the new version is

installed on top of the existing software. This means you do not uninstall the previous version prior to installing the newer version.

• Uninstall/Install Upgrade: Refers to how the setup is run. In this scenario the previous version is uninstalled prior to installing the newer version. You may also hear this type of upgrade referred to as an ‘out of place’ upgrade.

• One Click: Refers to what needs to be done after installing the newer version. This means that one does not need to fill in any forms, you simply click one button and the upgrade of the software begins.

• Post-Upgrade: A post-upgrade operation is something one needs to do after the upgrade is complete. The upgrade is complete after the new setup is run and the final continue upgrade button has been clicked.

• Direct Upgrade: A direct upgrade is when you upgrade from your current version to another, without needing to go to an intermediate version.

• Indirect Upgrade: An indirect upgrade is when you need to upgrade to an intermediate version of the software before you can upgrade to the current release.

What are Upgrades?

• Upgrades are the way any existing version of the software moves to a newer version of the software.

• An upgrade maintains the content, security, configurations, groups, and many customizations (excludes config.js changes).

• Upgrades do not just apply to the ArcGIS Enterprise base deployment, they also apply to server roles (GeoEvent, GeoAnalytics, etc.) as well as all apps (Workforce, Insights, etc.)

Why Upgrade?

• Access new features, functionality, apps, and products- See the ArcGIS Enterprise: What’s New session for details!

• Take advantage of performance enhancements• Stay within the supported product lifecycle• Receive security updates and bug fixes

Supported Versions

Upgrading To

Upgrading From

10.2 10.2.1 10.2.2 10.3 10.3.1 10.4 10.4.1 10.5 10.5.1 10.6 10.6.1 10.7 10.7.1 10.8

10.1 YES YES YES YES YES YES YES YES YES YES YES NO NO NO

10.2 YES YES YES YES YES YES YES YES YES YES YES YES NO

10.2.1 YES YES YES YES YES YES YES YES YES YES YES NO

10.2.2 YES YES YES YES YES YES YES YES YES YES NO

10.3 YES YES YES YES YES YES YES YES YES YES

10.3.1 YES YES YES YES YES YES YES YES YES

10.4 YES YES YES YES YES YES YES YES

10.4.1 YES YES YES YES YES YES YES

10.5 YES YES YES YES YES YES

10.5.1 YES YES YES YES YES

10.6 YES YES YES YES

10.6.1 YES YES YES

10.7 YES YES

10.7.1 YES

10.8

Before Upgrading…

• Read the documentation• Download setups from My Esri• Download license files from My Esri

- Server license file - Portal license file (at 10.7 and up, this license file is a .JSON file)

• If you use any applications like Workforce for ArcGIS, Collector for ArcGIS, ArcGIS Insights, etc. check version compatibility with ArcGIS Enterprise.

- Some applications release on different cycles and may not immediately support the version of ArcGIS Enterprise you would like to upgrade to.

- Refer to Esri documentation to determine compatibility

• If using a version where the WebGISDR tool is available, run this tool to create a backup

• Each component has a backup method that should also be used:- Portal for ArcGIS: WebGISDR- ArcGIS Server: Backup utility- ArcGIS Data Store: backupdatastore utility

• Take backups of the content stores- C:\arcgisportal, C:\arcgisserver, C:\arcgisdatastore

• Take a snapshot of all environments

DO NOT UNFEDERATE!

Before upgrading: take backups

Recommended Order of Upgrades

1. Portal for ArcGIS2. ArcGIS Web Adaptor configured with Portal for ArcGIS3. Web Styles4. ArcGIS Server

In a multi-node server site, it is recommended to upgrade one server at a time

5. ArcGIS Web Adaptor configured with ArcGIS Server6. ArcGIS Data Store7. All other server roles:

GeoEvent Server, GeoAnalytics Server, Image Server, etc.

You do not need to upgrade through all releases

Cameron KroekerUpgrading ArcGIS Web Adaptor

• Take note of the Web Adaptor context you used at the previous version• This is the Web Adaptor name (for example, ‘arcgis’)• To find the name you can look at the programs you have installed

• Uninstall the previous version• Install the 10.8 ArcGIS Web Adaptor

• Ensure you use the same context you used previously

• Reconfigure the Web Adaptor with Portal for ArcGIS and ArcGIS Server

Note: Starting at 10.8 there is a new IIS requirement for ‘WebSocket Protocol’

Niccole MurphyUpgrading Portal for ArcGIS

• Starting at 10.7, if your content is on a file system, you do not need to run a manual reindex

• If upgrading to a version that is not 10.7 or higher, you will need to run a full reindex- This is required to ensure all new and existing content is searchable- This also ensures the Enterprise portal knows where to find content

• If you have configured Living Atlas premium or subscriber content, depending on the version you are upgrading to, you may be required to upgrade the Living Atlas content after the upgrade

- At 10.7, Living Atlas content is upgraded for you during a post-upgrade operation- Prior to 10.7, you need to run the Living Atlas upgrade

• Starting at 10.6.1, only ArcGIS Data Store is supported as the managed database for your hosting server. It is no longer supported to use an enterprise geodatabase for this purpose.

• You can still register enterprise geodatabases with ArcGIS Server sites (including hosted), however it cannot be set as the managed database for your hosting server.

• Prior to 10.7, when upgrading Portal for ArcGIS, at the end of the setup you were presented with the Software Authorization Wizard; at this point you supply a new license file from My Esri.

• Portal licensing through versions- 10.2 through to 10.4.1

- ‘Members’- 10.5 through to 10.6.1

- ‘Level 1’ and ‘Level 2’- 10.7 and continuing on

- ‘User Types’

• What happens when you upgrade from a ‘Member’ version to a ‘Level’ version?- All of your ‘Members’ are now ‘Level 2’ for compatibility

Licensing

• You will need your Enterprise portal .JSON license file before you can upgrade

• If you are upgrading from 10.2 – 10.4.1- Single

- Multiple

CreatorMember

Creator

Standard (Temporary)Member

CreatorGIS Professional

• If you are upgrading from 10.5 – 10.6.1- One to One

- Many to Many

Level 1

Level 2

Viewer

Creator

Viewer

Creator

Level 1

Level 2

CreatorGIS Professional

Viewer…

Lite (Temporary)

Standard (Temporary)

- One to Many (Level 2)

- Many (Level 1) to One

Level 1

Viewer

Viewer

Level 2

CreatorGIS Professional

Standard (Temporary)

Level 1

Viewer…

Lite (Temporary)

Level 2

Creator

Creator

Licensing

History of highly available upgrades for your Enterprise portal

Pre 10.6.1• Had to unregister standby

• No validation if it was done

10.6.1• No need to unregister standby

• Had to Continue Upgrade primary

10.7• Continue Upgrade

either machine

Highly available upgrades for your Enterprise portal - 10.6.1

• Enterprise portal HA at 10.6 and earlier required you to unregister standby• Starting at 10.6.1, no need to unregister standby

- Had to run Continue Upgrade on primary

• Which machine should I start the install on first?• Which machine is primary when I want to continue the upgrade?

Highly available upgrades for your Enterprise portal - 10.7

• No need to be aware of primary/standby• Can be run on either machine:

- Start the 10.7 setup- Continue Upgrade- Post-upgrade operations

• No longer support upgrades from 10.2.x

Niccole MurphyUpgrading ArcGIS Server

• Before 10.5, when upgrading ArcGIS Server, after the installation the ArcGIS Server upgrade would be complete and ready to use

• At 10.5 and beyond, there is a second step:- After the setup completes, the browser will open and you will see a page directing you to

‘Continue Server Upgrade.’ Once this is complete, your server will be upgraded and ready to use.

• If you have multiple federated servers that are at a minimum 10.5, you can upgrade them at a later time.

- Your hosting server must be at the same version as your Enterprise portal.

Direct Upgrade from 10.1

• Starting at 10.7, you can no longer directly upgrade from 10.1• Starting at 10.8, you can no longer directly upgrade from 10.2.x

• If you are at 10.1 or 10.2.x, you may need to first upgrade to a supported intermediate version

Multi-Cluster Sites

• At 10.7 and up, multiple server clusters within an ArcGIS Server site are no longer supported.

• During an upgrade, if you have multiple clusters:- If you do not have the ‘Default’ cluster, this will be created- All servers in the site will be moved to the ‘Default’ cluster- All services will be moved to the ‘Default’ cluster

- This includes the System and Utility services- All services will be in a ‘Stopped’ state

- System and Utility services will be in their expected state- Services will need to be manually started

Niccole MurphyUpgrading ArcGIS Data Store

• If running a highly available environment, prior to 10.7, you are required to upgrade the primary data store before you can upgrade the standby data store

• At 10.7 and up, you can upgrade from either the primary or standby data store- You will first need to install the ArcGIS Data Store setup on all data store machines

- Relational and tile cache, primary and standby- All spatiotemporal big data store machines

- On one of the data store machines, initiate the upgrade

• Starting at 10.6, you can no longer perform an uninstall/install upgrade of ArcGIS Data Store

- You will need to perform an in-place upgrade

• To upgrade the spatiotemporal big data store- Run the installation on each machine in the configuration- Run the configuration on any machine in the configuration

- The remaining machines are all upgraded automatically

• At 10.8, you can now have multiple machines for your tile cache ArcGIS Data Store to store large amounts of 3D hosted scene layers

- After an upgrade, if you have highly available tile cache data stores (primary and standby), you will be moved to a two machine tile cache data store

- There will be no distinction between primary and standby- In a future release we are planning to have a configurable option so you can choose either

primary/standby mode or cluster depending upon your needs.

Group Managed Service Accounts

• Starting at 10.8, we now support the use of gMSAs- Enterprise Builder does not yet support gMSAs

• During an upgrade, if you had previously configured a gMSA for your run-as account this will be maintained

• You cannot change to a gMSA during an upgrade

Niccole MurphyValidation After Upgrade

• After your upgrade is complete, there are a few validations you should check:- Login to your Enterprise portal and confirm all of your servers validate - Check your index status in the portal administrator directory- Check your TLS settings; these may need to be updated- Publish to your ArcGIS Enterprise portal- Publish to ArcGIS Server

- Some common workflows: Server Manager, from ArcGIS Pro, from ArcMap- If you have upgraded to 10.7 or higher, you may need to reassign members of your portal

to a valid user type- In some cases your users may be assigned ‘Standard (Temporary)’ or ‘Lite (Temporary)’

Niccole MurphyArcGIS Enterprise Builder

• Enterprise Builder was first introduced at 10.5.1 as a quick way to deploy a base deployment of ArcGIS Enterprise on one machine

• Upgrades were first supported with Builder at 10.6• Only a deployment initially set up with the Enterprise Builder can be upgraded using

the Enterprise Builder- During the upgrade, it will upgrade your Enterprise portal, hosting server, ArcGIS Data

Store, as well as reconfigure Web Adaptors (keeping the same context that was used at previous version)

• Can use the upgradebasedeployment utility to upgrade silently

Cameron KroekerDemo Video