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Portal for ArcGIS: An Introduction Tom Shippee Esri Training Services

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Esri UC 2014 | Technical Workshop |

Portal for ArcGIS: An Introduction

Tom ShippeeEsri Training Services

Esri UC 2014 | Technical Workshop |

• Review: - Portal’s place in the platform

• Key portal concepts: - Users, content & groups

• Portal-Server:

- Understanding federation & hosting

• More new at 10.3:

- Apps, SAML, high availability

Today’s Agenda

Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Portal’s place in the platform

Review

Desktop Web Device

Server Online Content and Services

Esri UC 2014 | Technical Workshop |

Desktop Web Device

Server Online Content and Services

portal

apps

portal

services

GIS portal with small “p”Map-centric content discoverySelf-service mappingApplication access

GIS service infrastructureReady to use content & serviceCustom services

Client applicationsHow users access and experience the platform

ArcGIS Platform implementation

Esri UC 2014 | Technical Workshop |

Why do I need a “portal”

• Expose/Discover GIS content- Search by attribute tags- Search by geographic extent

• Enable self-service mapping- Anyone can create basic maps- Manage GIS content- Free up GIS professionals

• Application Access- Software licensing- User Identity

Esri UC 2014 | Technical Workshop |

Web GIS Deployment Patterns

portal GIS Servers Ready to useContent

SaaS

Software ArcGIS DataAppliance

ArcGISServer

Portalfor ArcGIS

ArcGIS OnlineServices

ArcGIS Online(Hosted Servers)

ArcGIS Online(portal)

A

Esri UC 2014 | Technical Workshop |

Web GIS Deployment Patterns

portal GIS Servers Ready to useContent

SaaS

Software ArcGIS DataAppliance

ArcGISServer

Portalfor ArcGIS

ArcGIS OnlineServices

ArcGIS Online(Hosted Servers)

ArcGIS Online(portal)

Esri UC 2014 | Technical Workshop |

Web GIS Deployment Patterns

portal GIS Servers Ready to useContent

SaaS

Software ArcGIS DataAppliance

ArcGISServer

Portalfor ArcGIS

ArcGIS OnlineServices

ArcGIS Online(Hosted Servers)

ArcGIS Online(portal)

Esri UC 2014 | Technical Workshop |

Web GIS Deployment Patterns

portal GIS Servers Ready to useContent

SaaS

Software ArcGIS DataAppliance

ArcGISServer

Portalfor ArcGIS

ArcGIS OnlineServices

ArcGIS Online(Hosted Servers)

ArcGIS Online(portal)

Portal for ArcGIS: An Introduction

Esri UC 2014 | Technical Workshop |

ArcGIS for Server: 10.3

ArcGIS for Server: 10.1

Configs

GIS 1GIS 2

Built-in store

PSA

C:\arcgisserver

Server Extensions 3D Analyst Image

Data Interop Network Analyst

GeoEvent

Mapping & military extension

ArcGISOnline

Credits forArcGIS Onlinesubscription services

ArcGIS Data StoreRegistered

Server ManagedDatabase Scalable

feature services

3D Sceneservices

Portalfor ArcGIS

Enabling web GIS…

Esri UC 2014 | Technical Workshop |

ArcGIS for Server site: 10.3

ArcGIS for Server site: 10.1

Configs

GIS 1GIS 2

Built-in store

PSA

C:\arcgisserver

Server Extensions 3D Analyst Image

Data Interop Network Analyst

GeoEvent

Mapping & military extension

ArcGIS Data StoreRegistered

Server ManagedDatabase Scalable

feature services

3D Sceneservices

ArcGISOnline

Credits forArcGIS Onlinesubscription services

Portalfor ArcGIS

Why does ArcGIS offer two GIS portal implementations?

• ArcGIS Online- Easy to use & deploy (no admin expertise required)

- Access to credit-based subscription services

- Public facing & plugs in to GIS community

- Continuous enhancement via regular updates

- Elasticity (built-in scaling)

• Portal for ArcGIS- Local data or blocked Internet

- Full control of the service infrastructure

- Decide when to update

- Tight ArcGIS for Server integration via federation

GIS portals

Esri UC 2014 | Technical Workshop |

Comparing “Online” and “Portal” functionalityDescription ArcGIS Online Portal for ArcGISEsri managed GIS services in the cloud (SaaS) √

Credit-based access to services & analysis √

Create/upload content (files, links, maps) √ √

Hosted feature & tile layers √ √

Enterprise login (OAuth / SAML) √ √

Single sign-on via Integrated Windows Authentication (IWA) √

Federation with ArcGIS for Server √

Software installed in your own infrastructure √

Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Users, content & groups

Key Portal concepts

Desktop Web Device

Server Online Content and Services

Esri UC 2014 | Technical Workshop |

• Named user- Own content or groups- Join groups

• Groups- Control access- Organize items

• Items- Files: PDF, MPK, XLS, etc.- Links: Services & applications

• Tags- Index content

Information model for all portals

Items

Users

Tags

Groups

Own or join

Ow

n

Inde

x

Index

Esri UC 2014 | Technical Workshop |

User permissions hierarchy

GIS portal

Named users?

Anonymous

User Publisher

+ +Administrator

Esri UC 2014 | Technical Workshop |

Levels of content sharing

AGOL Organization

Everyone

Groups Invited users Shared content

WorldElevation

parkGuide

parkRangerPublisher

User

Rick User

Gina

No access restrictions

Members of myOrganization

parkRanger

csv, mpk,shp/zip Shared

services

Trails

R-Areas

My Organization

csv, mpk,shp/zip

Shared services

Shared contentOn-premises

Hosted

Public content

csv, mpk,shp/zip

Shared services & content

Esri UC 2014 | Technical Workshop |

Table of privileges

Description Anonymous Named Users

User Publisher Administrator

Search and use public items √ √ √ √

Search and use private items √ √ √

Create & share items √ √ √

Use ArcGIS Online client applications

√ √ √

Publish hosted feature andtiled services

√ √

Manage user content and role privileges

Configure ArcGIS Online’ssystem properties

Esri UC 2014 | Technical Workshop |

• Adding users to Portal- Specify an AD group

- Set permissions

- Add users

• Control group membership- Create Portal group

- Specify an AD group

- Members of the AD group are joined to the Portal group automatically

Support for enterprise groups (new at 10.3)

Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Understanding federation & hosting

Portal-Server

Desktop Web Device

Server Online Content and Services

Esri UC 2014 | Technical Workshop |

federated site

ArcGIS Serverfederated site

Portal for ArcGISGIS Server

standalone

Serveruser store

Registered

Federated

Hosted

ArcGIS Serverfederated – hosting site

Portaluser store (federated)

Manually linked item

Automatically linked items

FEDERATION

Integrating Server with Portal

ServeManaged

Esri UC 2014 | Technical Workshop |

• Security- Leverage the portal security model (e.g., owned content)

- Single security model for Portal, Server, GeoEvent…

- Use a common set of enterprise users

• Services- Provide a hosting server (e.g., when configured with ArcGIS Data Store)

- Automatic Portal item creation on federation

- All new services are owned and “shared” automatically

Why would you federate?

Esri UC 2014 | Technical Workshop |

ArcGISOnline

Credits forArcGIS Onlinesubscription services

ArcGIS for Server site: 10.3

ArcGIS for Server site: 10.1

Configs

GIS 1GIS 2

Built-in store

PSA

C:\arcgisserver

Server Extensions 3D Analyst Image

Data Interop Network Analyst

GeoEvent

Mapping & military extension

Portalfor ArcGIS

ArcGIS Data StoreRegistered

Server ManagedDatabase Scalable

feature services

3D Sceneservices

ArcGIS Data Store: Publishing “to” Portal

• Hosted feature layers (services)

- Support publishing outside of ArcGIS Desktop

- Scalable (1000’s of services)

• Hosted scene layers (services)

- Published from ArcGIS Pro ONLY

- Support 3D content in a browser

Esri UC 2014 | Technical Workshop |

EGDB

1) Referenced

Publisher

2) Replaced

EGDB

3) Server Managed

.SHPServer

ManagedEGDB

Server

Publisher(ArcMap)

ArcGIS Server

File GDB

CopiedFeatures

Replicas

Data Store(registry)

File System paths

1) \\srv\share \\srv\share

2) C:\local D:\srv\data

Enterprise GDB connections

1) shared.sde shared.sde

2) client.sde server.sde

3) ?? managed.sde

Data registration…

Esri UC 2014 | Technical Workshop |

Web layers

EGDB

.SHP

Publisher(ArcMap)

ArcGIS Server

DATA STORE(registery)

Server Managed

File GDB

ArcGIS Data Store

ArcGISPro

Scene layers

ArcGISData Store

(repository)

EGDB

Scalable Feature Services

3D sceneServices

Server Managed Database

Esri UC 2014 | Technical Workshop |

Networkdata server

EGDBDatabaseBackup

Industrial strength data tier

ArcGISData Store

(standby)

EGDB

Scalable Feature Services

3D sceneServices

Server Managed Database

ArcGISData Store

(primary)

EGDB

Scalable Feature Services

3D sceneServices

Server Managed Database

Backup&

High availability

Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Apps, SAML & high availability

More new at 10.3

Desktop Web Device

Server Online Content and Services

Esri UC 2014 | Technical Workshop |

Share your web map to create an app

Online/Portal

Use a ready to use template

Create a new app with Web AppBuilder

Esri UC 2014 | Technical Workshop |

• Web app for admins to activity-based metrics and real-time reports

Activity Dashboard for ArcGISFor Portal for ArcGIS

A

Portal for ArcGIS: An Introduction

Esri UC 2014 | Technical Workshop |

Single Web Sign On through SAML

Additional enterprise logon options

Esri UC 2014 | Technical Workshop |

Anonymous access page

City of NapervilleEmployees

WindowsActive Directory

Users

City of Naperville Intranet

SAML

Citizens

Contractor

ExternalActive Directory

Identity Store

Esri UC 2014 | Technical Workshop |

High Availability in Portal for ArcGIS

On-the-fly failover

Esri UC 2014 | Technical Workshop |

• Extending Access to GIS Maps and Apps with Portal for ArcGIS60 min training seminar - Free

• Portal for ArcGIS 101 ArcUser Technical article

Resources

Esri UC 2014 | Technical Workshop |

Thank you…

• Please fill out the session survey:

Questions…?

Esri UC 2014 | Technical Workshop |