Portal for ArcGIS: An Introduction · Portal – Server Federation • Allows a single sign-on (SSO) experience between Portal and Server • Permissions are all managed in Portal

Portal for ArcGIS:An Introduction

Catherine Hynes and Derek Law

Agenda

• Web GIS pattern• Product overview• Installation and deployment• Configuration options• Security options and groups• Portal for ArcGIS + ArcGIS Server• Implementation suggestions• Summary

A

ArcGIS Is a PlatformEnabling GIS Everywhere

Available in the Cloud . . . . . . and On-Premises

SimpleIntegratedOpen

Desktop Web Device

Server Online Content and Services

portal

Organize your maps and apps

enable discoveryA

Empower people

to use and create maps

ExecutiveAccess

Knowledge Workers

PublicEngagement

WorkAnywhere

EnterpriseIntegration

Professional GIS

portal

A

The ArcGIS Platform enables Web GISEnabling GIS Everywhere

Available in the Cloud . . . . . . and On-Premises

SimpleIntegratedOpen

Desktop Web Device

Server Online Content and Services

portal

Key ArcGIS components for Web GIS

• Web Services• Data

• Information Products

portal

GIS ServersAuthoring tools

Ready to useContent

Apps

A

• Access Control

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)

Apps

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Clarifying the term “portal” vs. “Portal”

• Small “p” → Refers to the concept of a portal, it could be ArcGIS Online and/or Portal for ArcGIS

• Big “P” → Specifically refers to Portal for ArcGIS, the software component



SaaS


ArcGISServer

Portalfor ArcGIS






SaaS


ArcGISServer

Portalfor ArcGIS






SaaS


ArcGISServer

Portalfor ArcGIS






SaaS


ArcGISServer

Portalfor ArcGIS






SaaS


ArcGISServer

Portalfor ArcGIS




A

Portal for ArcGIS

• Central destination for your GIS assets• Solution when

- Additional security requirements- No public cloud option

• Allows for- Enterprise integration (e.g., security)

• Extension to ArcGIS for Server- Since 10.3 included with Standard & Advanced

Web GIS in your infrastructure option

Portal for ArcGISIs it right for me?

A

ArcGIS

• Typical reasons for choosing Portal for ArcGIS- Have no Internet/www connection- Have strict SLAs and governance- Not ready/interested in the cloud- You are responsible for maintenance

• Typical reasons for choosing ArcGIS Online- Fewer administrative tasks- Elasticity- Esri responsible for maintenance

Portal

Portal for ArcGIS – User Success Stories

Demo

Portal for ArcGIS Tour

• Browse, search, and discover your GIS assets• Self-service mapping• Content creation and management• Sharing and collaboration• Data hosting and mapping• Visualization, collection, and analysis• Ready to use maps and layers• Supports 2D and 3D content

Portal for ArcGIS Capabilities

Portal

Geo-Information Model

Apps

APIs & SDKs

ArcGIS Desktop

Scene Layers

Web Scenes

http:

http:http:

TileLayers

Web Maps

Services

Data

FeatureLayers

ImageLayers

• Foundation for your maps and apps• Enables “intelligent maps” → Web Map stores references to web services

and data, display, and behavior settings• Supports: smart mapping, pop-ups, editing, analysis, time, etc.

• Create in Portal for ArcGIS map viewer• Can be leveraged by all other Esri client Apps and APIs

What is a Web Map?

Portal Map Viewer: Smart Mapping User Experience

• Quickly make useful, visually stunning maps• “smart” default symbolization• Data driven workflows• Automatically applied to feature layers without

styling• Live on screen styling

• Spatial analysis tools• Support for custom print layouts

10.4 Portal Map Viewer

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Create New Web Apps

• Configurable Application Templates- Workflow focused apps- Categorized by themes/use cases

• Web AppBuilder for ArcGIS- Create and deploy new apps without

programming- WYSIWYG user experience- Widget framework

Demo

Analysis Capabilities inPortal Map Viewer

• Configurable application templates• Collector for ArcGIS• Operations Dashboard for ArcGIS• Explorer for ArcGIS• ArcGIS Maps for Office• Esri Maps for … Apps (4 different apps)• Since 10.3, Web App Builder for ArcGIS

Apps included with Portal for ArcGIS

Collector forArcGISConfigurable App Templates

Web App Builder for ArcGIS

Operations Dashboard for ArcGIS Explorer for ArcGIS

AArcGIS Maps for … Apps

ArcGIS Maps for Office

Portal for ArcGIS – System RequirementsSame Supported Operating Systems as ArcGIS Server

Windows Linux

Installing Portal for ArcGISCan be scripted for silent installs

• 5 step workflow1. Run installer2. Authorize software3. Create initial admin account4. Enable SSL on web server5. Configure ArcGIS Web Adaptor

• Review help documentation• Helpful to have

- IT knowledge- Understand security, SSL, etc.

One MachineOne Machine

Private Network

Portal for ArcGIS

WebsiteApplications

Portal Services APIRepository

ArcGIS Server

GIS Services

Web Server

ArcGISWeb Adaptor

Deployment

A

Client Applications & Browsers

ArcGISWeb Adaptor

Private Network

Portal for ArcGIS

WebsiteApplications


ArcGIS Server

GIS Services

Web Server

ArcGISWeb Adaptor

Deployment

A


Web Server

ArcGISWeb Adaptor

Machine BMachine BMachine AMachine A

Private Network

Portal for ArcGIS

WebsiteApplications


ArcGIS Server

GIS Services

Web Server

ArcGISWeb Adaptor

Deployment

A


Web Server

ArcGISWeb Adaptor

Portal for ArcGIS – High Availability

• High availability deployments supported

SharedContent Directory

Load Balancer

Portal machine A Portal machine B

Primaryrepository

Secondaryrepository

Portal for ArcGIS SecurityIntegrates with Your Enterprise Security Infrastructure

• Authentication - Web tier authentication, including Windows Authentication & PKI- Web single sign-on (SSO) with SAML- Portal tier authentication combining both built-in and enterprise users

Portal for ArcGIS SecurityIntegrates with Your Enterprise Security Infrastructure

• Users, Roles, and Groups

Users• Built-in• Enterprise

• Active Directory• LDAP

Roles• Anonymous• User• Publisher• Administrator• Custom roles (10.3)

Groups• Built-in• Enterprise groups

(10.3)

Portal for ArcGIS: Named Users and Roles

Use Collector, Explorer, Operations Dashboard,Esri Maps for … Apps, Templates, Web AppBuilder

Portal for ArcGIS: Custom Roles

• Provide more flexibility to enable fine grained control on what members can do• My Organization page > Edit Settings > Roles > Create Role

Leverage Groups in Portal

• Groups have membership• Organize by:

- Theme or initiative- Common and supportive content

- Functional department/structure- Based on organization’s business units

- Projects- Specific projects or tasks

- Ad-hoc- Prototyping, non-permanent/temp projects, staging

• Since 10.3, supports Enterprise Groups- When Portal is enabled with enterprise identity store (Windows AD or LDAP)

Foundationdata

Activity Dashboard

• Activity-based metrics and real-timereports about your Portal

- Content- Members- Groups

Portal for ArcGIS – Logginghttp://myportal.mydomain.com/webadaptor/portaladmin/logs

• Provides auditing and troubleshooting tools designedfor Portal administrators

• Provides the ability to monitor and query detailedevents that occur within Portal

• Filter by:- Log level, source, start and end time,

log code range, and by users

Agenda

• Web GIS pattern• Product overview• Installation and deployment• Configuration options• Security options and groups• Portal for ArcGIS + ArcGIS Server• Implementation suggestions• Summary

A

Using Portal with ArcGIS ServerThree Integration Approaches

1. Registering services2. Federating a Server3. Designating a hosting Server Portal

Server

Implementation Patterns

Identity Store

Portal for ArcGIS

ArcGIS Serversite 1

Item A

Registeredweb service

Portal for ArcGIS + ArcGIS Server

A

Identity Store

Demo

Register a Web Service with Portal


Identity Store

Portal for ArcGIS

ArcGIS Serversite 1

Item A



A

Identity Store

2 options:

1. End user is prompted for credentials2. Save credentials with Item in Portal


Identity Store

Portal for ArcGIS

ArcGIS Serversite 1

Item A



Identity Store


Identity Store

Portal for ArcGIS

ArcGIS Serversite 1

Item A


FederatedServer

ArcGIS Serversite 2

Item B


A

Identity Store

Portal – Server Federation

• Allows a single sign-on (SSO) experience between Portal and Server• Permissions are all managed in Portal• ArcGIS Server site must be HTTPS enabled

When to use:- Desire for SSO user experience

• When NOT to use- When Portal/Server are in different physical locations- Portal and Server are different releases

Portal for ArcGIS Identity store

ArcGIS Server

Demo

Explore Portal – Server Federation


Identity Store

Portal for ArcGIS

ArcGIS Serversite 1

Item A


FederatedServer

ArcGIS Serversite 2

Item B

ArcGIS Serversite 3

Item C


A

HostingServer

ArcGISData Store

Identity Store

• Required when you want to enable hosted services in Portal- Feature services- 3D scene services (10.3.1)- Performing analysis in the map viewer (10.4)

• Example workflows- Publish content to Portal- Share content from ArcGIS Maps for … Apps

• Uses ArcGIS Server with ArcGIS Data Store

Portal for ArcGIS + Hosting Server

Portal for ArcGIS Identity store

ArcGIS Server

ArcGIS Data Store

Review: Portal with ArcGIS ServerThree Integration Approaches

1. Registering services2. Federating a Server3. Designating a hosting Server

You can use one, all three, or any combination

Portal

Server

Implementing Web GISTypical activities

• Assessment & planning• Installation & configuration• Security integration• Deployment (staging, production)

• End user engagement, socialization• IT training & support planning• Operations, maintenance, and support• Designing & building information products

Keys to Success

• Stay focused on the information products

This thematic map shows sales distribution in the United States.This thematic map shows sales distribution in the United States.

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Keys to Success

• Stay focused on the information products• Embrace the idea of maps everywhere• Model Portal for ArcGIS after your organization’s

structure & workflows• Consider the Web GIS Launch Kits

A

Empowering Rapid Productivity

Jumpstart Your Technology & Launch Your Business

Executives

Users Public

Web GIS Launch Kits:Address Business

GIS & IT

Jumpstarts:Address Technology

ArcGIS

Supported byTechnical Consultants

Supported by Business & Industry Consultants

Rent-a-Tech

• Online help documentation http://server.arcgis.com/en/portal/

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

• Portal for ArcGIS 101 ArcUser Technical article

Resources

Portal for ArcGIS - Summary

• Central destination for your GIS assets• Implements “Web GIS” in your infrastructure• Solution when

- Additional security demands- Prefer no public cloud option

• Extension of ArcGIS for Server- Since 10.3 Included with Standard and Advanced

Portal

Other Portal for ArcGIS Sessions

• Building Your First Web GIS- Tues June 28 4:30 pm Demo Theater 6 – Server- Wed June 29 5:30 pm Demo Theater 6 – Server

• ArcGIS for Server Security: An Introduction- Wed June 29 1:30 pm Room 15A- Thurs June 30 8:30 am Room 05B

• Portal for ArcGIS: Administration- Wed June 29 1:30 pm Room 31 B/C- Thurs June 30 10:15 am Room 02

Portal

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Documents

Portal for ArcGIS: An Introduction · Portal – Server Federation • Allows a single sign-on (SSO) experience between Portal and Server • Permissions are all managed in Portal