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Mastering ArcGIS Enterprise Administration

Book Description

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.

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Conventions
    5. Reader feedback
    6. Customer support
      1. Downloading the example code
      2. Downloading the color images of this book
      3. Errata
      4. Piracy
      5. Questions
  2. ArcGIS Enterprise Introduction and Installation
    1. Introduction to ArcGIS Enterprise 10.5.1
      1. How ArcGIS Enterprise 10.5.1 is different
      2. Components of ArcGIS Enterprise 10.5.1
      3. Server roles and extensions
        1. GIS Server
        2. Image Server
        3. GeoEvent Server
        4. GeoAnalytics Server
        5. Business Analyst Server
      4. Licensing
        1. ArcGIS Enterprise editions
          1. Basic edition
          2. Standard edition
          3. Advanced edition
        2. Levels of ArcGIS Enterprise
          1. ArcGIS Enterprise level
          2. ArcGIS Enterprise Workgroup level
        3. Named user entitlements
    2. Installing ArcGIS Server
      1. System and hardware requirements
        1. Operating systems
        2. Ports
        3. Secure socket layer
      2. Hardware scenarios
        1. Single-machine deployment
        2. Multi-machine (multi-tiered) deployment
      3. ArcGIS Enterprise in the cloud
        1. Amazon Web Services
          1. AWS Marketplace
          2. CloudFormation
          3. Cloud Builder
          4. Manual deployment using the AWS Management Console
        2. Microsoft Azure
          1. Azure Marketplace
          2. Cloud Builder
      4. ArcGIS Server installation
        1. Before you get started
          1. ArcGIS Server account
        2. SSL certificate installation
          1. Acquiring an SSL certificate
          2. Installing the SSL certificate
          3. Setting your site bindings
        3. Running the installation program
        4. Authorizing the software
      5. ArcGIS Server initial configuration
        1. Creating a new ArcGIS Server site
        2. Joining to an existing ArcGIS Server site
      6. ArcGIS Web Adaptor for ArcGIS Server
        1. Installing the ArcGIS Web Adaptor for ArcGIS Server
          1. Requirements
          2. Web Adaptor for ArcGIS Server installation
          3. Web Adaptor for ArcGIS Server configuration
    3. Installing Portal for ArcGIS
      1. System and hardware requirements
        1. Operating systems
        2. Hardware
        3. Ports
        4. SSL
        5. ArcGIS Web Adaptor
      2. Portal for ArcGIS installation
      3. Portal for ArcGIS initial configuration
      4. ArcGIS Web Adaptor for Portal for ArcGIS
        1. Installing the ArcGIS Web Adaptor for Portal for ArcGIS
          1. Requirements
          2. Web Adaptor for Portal for ArcGIS installation
          3. Portal for ArcGIS Web Adaptor configuration
    4. Installing ArcGIS Data Store
      1. System and hardware requirements
        1. Operating systems
        2. Hardware
        3. Ports
      2. ArcGIS Data Store installation
      3. ArcGIS Data Store creation
    5. Summary
  3. Enterprise Geodatabase Administration
    1. What constitutes an enterprise geodatabase?
    2. Relational database management system installation and configuration
      1. RDBMS installation
    3. Creating or enabling an enterprise geodatabase
      1. Creating an enterprise geodatabase
        1. SDE versus Dbo schema
          1. Dbo schema
          2. SDE schema
      2. Enabling an existing database
    4. Connecting to the geodatabase
    5. Users, roles, and privileges
      1. The data owner account
        1. Creating a data owner account
      2. Data user accounts
      3. Database versus operating system authentication
        1. Database authentication
          1. Pros
          2. Cons
          3. Use cases
        2. OS authentication
          1. Pros
          2. Cons
          3. Use cases
          4. Managing user connections
        3. Determining who is connected to the geodatabase
        4. Disconnecting users
        5. Finding locks on datasets
        6. Preventing and allowing connections
    6. Loading data
      1. Storage
      2. Copy/paste
        1. Pros
        2. Cons
        3. Use cases
      3. Data Conversion tools
        1. Pros
        2. Cons
        3. Use cases
      4. Simple Data Loader
        1. Pros
        2. Cons
        3. Use cases
      5. Object Loader
        1. Pros
        2. Cons
        3. Use cases
      6. Truncate/load
        1. Pros
        2. Cons
        3. Use cases
      7. Managing user privileges
    7. Database maintenance
      1. Backups
      2. Statistics
      3. Indexes
    8. Summary
  4. Publishing Content
    1. Service types
      1. What is a service?
      2. Map services
      3. Feature services
      4. Geoprocessing services
      5. Image services
    2. Publishing services
      1. Publishing to ArcGIS Server
        1. Creating an ArcGIS Server connection
        2. Service capabilities
        3. Map services
          1. Publishing a map service to ArcGIS Server
        4. Feature services
          1. Publishing a feature service to ArcGIS Server
          2. Feature service operations and properties
        5. Geoprocessing services
          1. Publishing a geoprocessing service to ArcGIS Server
          2. Geoprocessing service settings and properties
      2. Publishing to ArcGIS Online
      3. Publishing to Portal for ArcGIS
    3. Managing service data
      1. Making data accessible to ArcGIS Server
        1. Enterprise geodatabase or file geodatabase?
        2. Registering data sources
        3. Copying data to the server
    4. Publishing to the ArcGIS Data Store
      1. Publishing a CSV file
      2. Publishing a feature service from ArcMap
      3. Publishing a feature service from ArcGIS Pro
    5. Extending services
      1. Server object extensions
      2. Server object interceptors
    6. Summary
  5. ArcGIS Server Administration
    1. Connecting to an ArcGIS Server site
      1. Accessing ArcGIS Server Manager
      2. Accessing the ArcGIS Server REST Administrator directory
      3. Accessing server settings through ArcCatalog
    2. A quick tour of the configuration store and ArcGIS Server directories
    3. Carrying out administrative tasks
      1. Adding and removing machines from an ArcGIS Server site
      2. Using and managing ArcGIS Server logs
        1. Log settings
          1. Log level
          2. Log retention time
          3. Logs directory
      3. Backup and restore of an ArcGIS Server site
      4. Resetting or changing the ArcGIS Server service account password
      5. Retrieve, reset, or change the ArcGIS Server PSA account credentials
        1. Retrieving a forgotten PSA account name
        2. Changing a forgotten PSA account password
        3. Changing a PSA account credentials when you know the current password
      6. Utilizing the ArcGIS Server REST Administrator Directory
        1. Navigating the REST Admin
        2. Working with tokens
          1. Token basics
          2. Token lifespans
          3. Changing token settings
          4. Generating a token
        3. Managing services
          1. Hiding a service
        4. System settings
          1. Web Adaptors
          2. Properties
        5. Logs
        6. Data
      7. The ArcGIS Server command-line utilities
    4. Summary
  6. Portal for ArcGIS Administration
    1. Connecting to Portal
      1. Accessing Portal through the standard web interface
      2. Accessing Portal through the Portal Admin
    2. Administering through the web interface
      1. Changing the look and feel of your Portal
      2. Managing content
        1. Featured content
        2. Customizing basemaps
        3. Configuring the map viewer
        4. Configuring utility services
          1. Printing
        5. Portal to Portal collaboration
          1. Setting up a collaboration
    3. Administering through the Portal REST Administrative Directory
      1. System properties
        1. Web Adaptor
        2. Licensing
      2. Logs
        1. Installation and upgrade logging
        2. Everyday logging
        3. Working with Portal logs
    4. Backing up Portal
      1. Running the webgisdr utility
        1. Configuration
        2. Backup
        3. Restore
      2. Backup of other items
        1. File-based data
        2. Spatiotemporal data stores
          1. The configurebackuplocation utility
          2. The backupdatastore utility
    5. Changing the Portal for ArcGIS account
    6. Management tools
      1. AGO Assistant
        1. Accessing AGO Assistant
        2. Viewing an item's JSON
        3. Changing URLs
        4. Copying items
    7. geo jobe Admin Tools
    8. Summary
  7. Security
    1. Security basics
      1. Password strength
        1. Password entropy
        2. Password length
        3. Generating passwords
      2. Managing passwords
    2. ArcGIS Server security
      1. Fundamentals of ArcGIS Server security
        1. The post-installation scene
        2. Users and roles
        3. Authentication and authorization
      2. Keeping your ArcGIS Server secure
        1. Using a CA-signed SSL certificate
        2. Principle of least privilege
        3. Disabling or modifying the PSA account
        4. Disabling the services directory
        5. Scanning your ArcGIS Server instance for security best practices
      3. Configuring security in ArcGIS Server
        1. Identity stores
          1. ArcGIS Server built-in store
          2. The existing enterprise system
          3. Users from the existing enterprise system and roles from ArcGIS Server built-in
        2. Authentication
          1. ArcGIS Server authentication
    3. Portal security
      1. Fundamentals of Portal security
        1. Web-tier authentication
        2. The post-installation scene
      2. Keeping Portal secure
        1. Using a CA-signed SSL certificate
        2. Enabling HTTPS
        3. Disable user's ability to create built-in accounts
        4. Scanning your Portal instance for security best practices
      3. Configuring security in Portal
        1. Identity stores
          1. Portal built-in identity store
          2. Enterprise identity store
        2. Authentication
          1. Web-tier
          2. Portal-tier
          3. Implementing Integrated Windows Authentication and Single Sign-On in Portal
    4. Using Portal with ArcGIS Server
      1. Benefits
      2. Integration
        1. Registered services
        2. Federation
          1. Federating an ArcGIS Server site with your Portal
        3. Designated hosting server
      3. Using Portal with the ArcGIS Server REST endpoint
    5. Updates
    6. References
    7. Summary
  8. Scripting Administrative Tasks
    1. Working with data
      1. Loading data into a geodatabase
      2. Modifying field domains
    2. Working with ArcGIS Server services
      1. Interrogating a REST endpoint with curl and Node.js
      2. Publishing services
        1. OnServer
          1. How OnServer works
          2. Creating a service inventory
          3. Determining what services a feature class is participating in
        2. MakeMany
        3. SLAP
          1. How SLAP works
    3. ArcGIS Server error monitoring and reporting
    4. Working with Portal through Python
      1. PortalPy
        1. Installation and configuration
        2. PortalPy usage
      2. Portal for ArcGIS command-line utilities
        1. Adding built-in users in bulk
    5. Summary
  9. The ArcGIS Python API
    1. What is the ArcGIS API for Python?
    2. How the API is structured
    3. Getting set up to use the API
      1. Try it live
      2. Installing using Conda
      3. Installing using ArcGIS Pro
        1. Testing the API installation
    4. Working with services
      1. Changing web map service URLs
      2. Creating a Web Map inventory
        1. Displaying pandas DataFrames
      3. Replicating content
    5. Working with users and groups
      1. Managing users
      2. Managing groups
    6. Working with features
      1. Publishing and overwriting a feature layer
        1. Publishing the initial feature layer
        2. Overwriting the feature layer
    7. Summary
  10. ArcGIS Enterprise Standards and Best Practices
    1. Why are standards and best practices needed?
    2. Standards
      1. Storage locations
      2. Naming conventions
        1. Enterprise database connections
        2. Operating system-level directories and files
        3. Services and their sources
        4. Map service MXD standards
    3. Best practices
      1. Credentials
      2. Service accounts
      3. Map documents
      4. Database connections
      5. ArcGIS Server
        1. Registered data sources
        2. Print services
        3. Tuning services
          1. Availability
          2. Performance
      6. Portal for ArcGIS
      7. Python scripting
        1. Script storage
        2. Connection files
        3. Logging
        4. Scheduled tasks
      8. Storage
        1. Lock resource access down
        2. Moving the IIS web root
        3. Storing ArcGIS Enterprise logs off the operating system drive
      9. Documentation
        1. The bus factor
    4. Summary
  11. Troubleshooting ArcGIS Enterprise Issues and Errors
    1. Keeping your cool
    2. Gathering information
    3. Using available resources
    4. Using the logs
      1. ArcGIS Server logs
      2. ArcGIS Server logs workflow
      3. Portal for ArcGIS logs
      4. Portal logs workflow
    5. Tracking issues
    6. Installation and configuration issues
      1. Web Adaptor issues
      2. Federation issues
      3. Port issues
      4. Installation logs
    7. Permissions issues
      1. What to look for
      2. What to do to fix permissions issues
    8. Web browser considerations
    9. Passwords
    10. Scripts
      1. Troubleshooting in production
      2. Finding and understanding errors
      3. Debugging
        1. Print statements
        2. Debugging in an IDE
      4. Logs
    11. Tools to help you
      1. Browser dev tools
      2. Using the REST endpoint
      3. AGO Assistant
    12. Outage and issue scenarios
      1. Scenario - the website is down
    13. Summary