Automate and Configure ArcGIS EnterpriseBill Major

ArcGIS Enterprise base deployment

Why automate your ArcGIS Enterprise deployment?

Efficiency

• Get up and running faster

• Handle systems of any size

• Schedule install and upgrade

Consistency

• Avoid long list of manual steps

• Install/upgrade workflows generally same

• Dependable, testable results

Productivity

• Save yourself the time and effort

• No need to fear upgrades!

• Run off-peak hours, start working sooner

What other automation tools do we offer?

ArcGIS Enterprise BuilderA complete Enterprise base deployment on one machinePerfect for testing environments and small-scale operations, but doesn’t allow customization

ArcGIS Enterprise cloud buildersGuided setups for a range of deployments on AWS and Microsoft AzureEasy to understand and implement – the optimal way to get started on cloud infrastructure

PowerShell DSC for ArcGISModule with JSON files to install or upgrade single or multi-machine deploymentsA great option for those who prefer using a PowerShell environment

What is Chef and what do we offer for it?

• Third-party IT automation toolkit• Server and client components

- Server hosts files and invokes actions- Client performs automation tasks

• Chef Solo and Chef Server options• ArcGIS Automation team offers a range of resources for you to use:

CookbooksA full set of files to install a

software product, such as:

• ArcGIS Enterprise

• ArcGIS Desktop

• Insights for ArcGIS

RecipesAn individual JSON file in a

cookbook for a specific task:

• Install ArcGIS Server

• Federate a server

• Apply an authorization file

RolesOur custom sets of recipes

pulled to set up a machine:

• Base deployment

• ArcGIS Image Server

• ArcGIS (Big) Data Store

Why use Chef?

• It’s easy• It’s flexible• It’s customized• It’s repeatable• It’s forward-thinking

The Chef install experience

Plan your deployment

Base deployment, or extend with server roles? One or many machines?

supermarket.chef.io/users/Esridownloads.chef.io/chef

Install steps for Chef Solo

1. Install Chef Client on machine and download Esri’s cookbooks2. Open our JSON file and edit it with your own parameters3. Run chef-solo in your command prompt. 4. Start using ArcGIS Enterprise!

What’s being automated?

- Install ArcGIS Server, authorize it, create a site and enable HTTPS in Server Admin.- Install IIS on Windows or Tomcat and Java on Linux, if not installed.- Import CA certificate if it's defined, or generate a self-signed certificate for the web server.- Install and configure Web Adaptor for ArcGIS Server.- Install Portal for ArcGIS, authorize it, and create the initial admin account.- Install and configure Web Adaptor for Portal for ArcGIS.- Install ArcGIS Data Store and register it with ArcGIS Server.- Federate ArcGIS Server with Portal, and set it as the hosting server.

> chef-solo -j myConfig.json

A fresh ArcGIS Enterprise install using Chef Solo

The Chef upgrade experience

The advantage of repeatable upgrades

• Chef allows you to upgrade using the same process as installation

• Download new cookbooks from GitHub• You can modify any parameters now• But at minimum, just change:

- version number- setup file locations- authorization files

Using Chef puts you on an “upgrade track”

10.6 10.6.1 10.7

New Chef cookbooks

New Chef cookbooks

ScottExpanding Chef

Chef Server

• One central Chef Server component- Hosts repository of all your files- Communicates between workstation and clients

• Three options for Chef Server- Open source on your own infrastructure- Subscribe to Hosted Chef Server (SaaS)- Subscribe to Chef Automate (full-stack software)

Chef Server

• Chef Client gets installed remotely on each of your machines- Will perform the work of installing and configuring software- Receives necessary files from Chef Server

• Chef Manage in browser- Monitor status and review components

Chef Server – a typical multi-machine deployment

Resources for Chef + ArcGIS Enterprise

esri.github.io/arcgis-cookbook

Automation for ArcGIS Using PowerShell DSC

PowerShell over the Years

PowerShell Releases

Nov 2006 Dec 2017Oct 2009 Nov 2012 Oct 2013 Apr 2014

1.0 2.0 3.0 4.0 5.0 6.0

Desired State ConfigurationPowerShell DSC

DSC Concepts

Declarative platform used for configuration, deployment, and management of systems.

• Configurations- Easy-to-read document that describes an environment

• Resources- Building blocks that are the "make it so" part of DSC

• Local Configuration Manager (LCM)- DSC Engine that enacts configurations

Declarative Configuration

Archive Unpack .zip filesEnvironment Manage env variablesFile Manage files, foldersGroup Manage local groupsLog Write message to logPackage Install/Uninstall .msi and setupsRegistry Manage registry keys & valuesScript Run PowerShell script blocksService Manage ServicesUser Manage local usersWindows Feature Add/Remove Windows FeaturesWindows Process Manager Processes

Built in DSC Resources

Wealth of DSC Resources

PowerShell Gallery

DSC Resource Kit

What about ArcGIS?

Wouldn’t this be great?

Not so Fast!

Site Topologies

GIS Infrastructure needs vary

WebGIS - Multiple Sites

Generic Data

Store

(Non-Esri)

ArcGIS

Relational

Data Store

ArcGIS

Tile Cache

Data Store

ArcGIS

Spatiotemporal

Big Data Store

Big Data

File Share

Data Stores

Server Sites

ArcGIS

GIS

Server Site

ArcGIS

Image

Server Site

ArcGIS

GeoEvent

Server Site

ArcGIS

GeoAnalytics

Server Site

Hosting Server

Site

Generic

Server Site

Portal for ArcGIS

Single Tier vs Multi Tier

Single Tier

(All in One)ArcGIS Data Store

Hosting Server

Portal for ArcGIS

Web Adaptor

Single Machine vs Multi Machine Sites

Single Machine Multiple Machines

Discrete States

• Install Software• License Software• Configure ‘Run As’ Account

- Create User Account- Assign File System Privileges- Assign Service to User

• Create Site• Import SSL Certificates• Register/Configure Databases or DataStores• Federate Site• Stop/Start Server Services

- Publish Services

ArcGIS DSC Resources

ArcGIS_Install Manages the (un)installation of ArcGIS (Server) SoftwareArcGIS_License Licenses ArcGIS (Server) SoftwareArcGIS_ServiceAccount Configures the ‘Run As’ Service with appropriate (file system) privilegesArcGIS_Server Configures the ArcGIS Server SiteArcGIS_Portal Configures the Portal for ArcGISArcGIS_DataStore Configures the ArcGIS DataStoreArcGIS_Server_TLS Configures SSL on a Server SiteArcGIS_Portal_TLS Configures SSL on a Portal SiteArcGIS_ReverseProxy_ARR Configures IIS+ARR as a Reverse Proxy (Substitute for Web Adaptor)ArcGIS_EGDB Enables/Registers an SQL Server flavor EGDB with ServerArcGIS_GeoEvent Configures GeoEvent Extension for ServerArcGIS_Federation Configures Federation between Server and PortalArcGIS_IIS_TLS Configures SSL on IIS

Getting StartedHow

System Requirements

• PowerShell 4.0 or Higher- Windows Management Framework 4.0 or Higher

.NET Framework 4.5 is a pre-requisite

PowerShell Automation Delivered as

• PowerShell Gallery- WMF 5.0 or higher- Best Experience

• My ESRI- WMF 4.0 (Manual Install)

- Add ArcGIS Module to $psmodulepath- Offline Install (Private Hosting)

• Source Code on Esri Github

Getting Started

• Install ArcGIS PowerShell Modules>> Install-Module -Name ArcGIS

• Edit (JSON) configuration file- Sample Configurations will be - documented for common site topologies

• Start Configuration>> Configure-ArcGIS –Config [[Path to Configuration JSON File]] -Mode Install

PowerShell GalleryDemo

Key Takeaways

• New Automation Option at 10.6- Analogous to Chef Automation- Targets an audience with a bias towards Microsoft Windows tooling

- Windows Admins love PowerShell- DSC - Natural Fit

- Easy Low Tech Solution for Push Model

• Delivered via- PowerShell Gallery- Github

• Supports Single and Multi machine sites- Install, Uninstall and Upgrade workflows

Print Your Certificate of AttendancePrint Stations Located at L Street Bridge

Tuesday Wednesday12:30 pm – 6:30 pm GIS Solutions Expo Hall D

5:15 pm – 6:30 pm GIS Solutions Expo SocialHall D

10:45 am – 5:15 pm GIS Solutions Expo Hall D

6:30 pm – 9:00 pm Networking ReceptionNational Museum ofNatural History

Please Take Our Survey on the AppDownload the Esri Events app and find your event

Select the session you attended

Scroll down to find the feedback section

Complete answersand select “Submit”