ArcGIS Server version 10 Install and Configuration with SQL

By Vince DiNoto Vince.dinoto@kctcs.edu

Contents
Prerequisite ................................................................................................................................................... 2 Overview ....................................................................................................................................................... 2 SQL Express 2008 R2 ..................................................................................................................................... 2 Virtual Studio 2010 ....................................................................................................................................... 3 ArcGIS Desktop v10 ....................................................................................................................................... 3 ArcGIS Server v10 .......................................................................................................................................... 4 Setting permissions ................................................................................................................................... 8 ArcSDE for Workgroup v10 ........................................................................................................................... 9 SQL Group Configuration .......................................................................................................................... 9 ArcCatalog ................................................................................................................................................... 10 ArcInfo......................................................................................................................................................... 11 Table of Figures ........................................................................................................................................... 12 Index............................................................................................................................................................ 13

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Prerequisite
Prior to begin this module you should be a knowledgeable user of ArcGIS Desktop this exercise will use version 10 of Esri products. You should understand how to create maps using ArcInfo version 10 and have used services from a ArcGIS Server. If you are not familiar with either of these operations you need to gain that familiarity before proceeding.

Overview
All connections to the server will be done using a Remote Desktop connection (which is typical in most production environments), make sure that the server will accept a remote connection. It is assumed that Microsoft Server 2008 has been installed and is working properly including configuration of IIS (this is accomplished in the Roles section of Server Manager). It is further assumed that all appropriate virus protection has been installed. You will need to install any server updates required prior to beginning the configuration. The server can be either virtual or physical. For this lesson we will be using a virtual server. The server will needs to have a public ip address if it is to be outside of the organization, if only used within the organization network this is not needed. The configuration of the server will be done in such away so that it can serve out ArcGIS Server feature services, which will allow online browser editing and editing within ArcInfo, this will require either SQL or SQL Express. You should turn off IE Enhanced Security, to accomplish this you need to do the following: 1. 2. 3. 4. 5. Go to Server Manager Click on the upper left Server Manager Go to Security Information Find Configure IE ESC Turn off IE ESC then do a refresh

SQL Express 2008 R2

We will use the free Microsoft SQL Express 2008 R2 with advanced options, downloaded from: http://www.microsoft.com/express/Database/ we are using the 64 bit variety. The major difference between SQL Express and SQL is the maximum size of the database and the version of ArcSDE limits the number of connections to the database. Of course the cost is another factor since SQL Express is free. SQL Express can also be installed from the ArcSDE for Workstation or ArcSDE for Desktop. Note that ArcSDE from the ArcGIS Server DVD will only work with the full version of SQL. 1. Download the software 2. Install the software
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a. Make sure you have Microsoft Installer 4.5 Installed it will prompt you for this. b. Load any other software you are prompted for. c. Restart if required 3. Starting Installation again a. Note it will show as SQL at times and not SQL Express b. Use the defaults for the install. i. Use the default name for the instance SQLExpress ii. It requests the name of the administrator make sure you are in that group c. Check for product updates after completing the install and restart if required You can do the installation of SQL Express when you do the installation of ArcSDE. If you have already completed the installation of SQL Express you just need to do the post install part of ArcSDE.

Virtual Studio 2010

Next you will install Virtual Studio 2010, components of this software is used both with Silverlight and also ArcGIS Server. 1. Secure the software, MSDNA might be your source. 2. Install the software which will require a machine reboot during the installation process You may also wish to install Microsoft Expressions 4, while it is not needed for the server operation for this lesson, it is useful if you plan to work with Silverlight.

ArcGIS Desktop v10

ArcGIS Desktop is installed on the server so that map files can be constructed directly on the server 1. Install ArcInfo V 10 on the server a. Note all versions (ArcView, ArcEditor, ArcInfo) of the desktop may be in one file and depending on the key code inputted or the license manager which of the three versions you will have available to use. b. Depending on how you are getting your media, you might need an iso program to install from an iso image. c. Registered software with license manager or input key codes d. Do a complete install 2. Connect to the license manager or input appropriate key codes 3. Do not add ArcSDE from here 4. Install Service Pack(s) (SP1) 5. Make sure the software is operating properly before moving to the next step
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ArcGIS Server v10

We will be installing the Enterprise level of ArcGIS Server. We will be installing the .NET Framework version, first we will install the server and then the web application. Dont forget you must also do a post install when you finish the installation for each component. You must have specific Web Server (IIS) components and Management Tools for proper function, if you do not have them installed you will be prompted for them. See Figure 1: Web Server Requirements. If you are prompted for missing components, cancel the installation process, install the missing components and restart the installation process. A good resource is: http://help.arcgis.com/en/arcgisserver/10.0/he lp/arcgis_server_dotnet_help/index.html 1. Install ArcGIS Server for Microsoft .NET Framework a. If prompted for missing components cancel the installation process for ArcGIS Server. b. Make sure all IIS Components (web services) are installed do not move forward without Figure 1: Web Server Requirements these components installed. If you did you installation via a sys prep, you may need to change the pipeline for application pool to Classic instead of Integrated. c. Install appropriate Management Tools on the server as required. d. Restart the installation process. e. Provide a Name for the instance. 2. Run the Post Install which will automatically start after the installation is complete. a. You will configure the GIS Server and also authorize the GIS Server in the Post installation.

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Figure 2: ArcGIS Server Accounts b. The first step will be to create the Arc SOM and Arc SOC Accounts which will be used to communicate with the server. You can use the default names or select your own names; you will be required to generate a password. See Figure 2: ArcGIS Server Accounts. The password needs to be a strong password use capital letters and numerical characters. SOM stands for Server Object Manager and SOC stands for Server Object Container. These two accounts are critical for the complete operation.

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Figure 3: ArcGIS Server Web Services

c. The next step will be to create and ArcGIS Web Services account and password, you may use the same password as in the previous part, you may accept the provided name or create one of your own.

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Figure 4: Image storage directory d. You will next need to specify the location of the output images, press the open folder button and select or create a storage location, you will need to share the folders and provide appropriate permissions to the folders. You can change the webserver name, include using the IP address. You need to keep the web port at 80. I normally create a new folder for the mxd files and also keep the default folder as shown above. Make sure the SOC, SOM and Webservices accounts have appropriate access to these folders. The Inetpub and wwwroot are used by IIS. e. Complete the configuration process f. Next you will need to authorize the software; you must have appropriate key codes for the software and extensions. g. You will need to give rights to certain accounts but this will be discussed later in this module. 3. Next we need to install the web applications (post install) for the dot net framework. This install looks very much like the one done in step 2. 4. You need to install any service packs (SP1) for ArcGIS Server and for the Web Application. a. You will need to redo the post install for ArcGIS Server including putting the authorization codes in. b. Web Applications will be similar to what you did in the initial install, there is no post install.

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Setting permissions
Once you have installed the server software you need to make sure that permissions are set correctly. This including putting your account into agsadmin and agsusers groups and put the SOC and SOM accounts into the proper shares. 1. Add your account to agsadmin Group a. Open the Server Manager from Administrative Tools i. Under Configuration ii. Under Local Users and Groups iii. Open Group Folder iv. Open the agsadmin group Note that I am already in this group as is the ArcGIS Webservices account. While it is not required to put the SOC and SOM accounts in this group you may decide to add them. If you need to add additional people to the administrative account please do so. The SOC, SOM and webservices have been added automatically to the Users Group. When you add an account make sure that you denote the location of the account the SOM and SOC accounts are not part of the Domain, they are local machine accounts, while your user account most likely is part of the Domain. 2. Add your account to Figure 5: agsadmin Group agsusers group, this is done with the same procedure as discussed for the agsadmin group. 3. Granting permission to directories (folders). You must make sure that the SOC account has permission to the location in which the data is being stored. This can be accomplished by sharing of folders. The data folders for shapefiles should be located in your new folder or in the arcgisserver folder, also make sure you have full permission to this folder by being in the administrator group or adding yourself to this folder. I suggest
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adding the SOC and SOM account to the administrator group therefore you will need to add only one group. This is done as described in the part 1. Make sure the SOC account has at least read/write permission, We will couple the SQL database with the ArcGIS Server at a later point.

ArcSDE for Workgroup v10

If you have available ArcSDE for workgroup it allows for 10 concurrent connections, ArcSDE for the desktop allows only 3. The full version of ArcSDE for Enterprise must be used in conjunction with the full version of SQL, which does not limit the number of connections. The number service connections are an important consideration, because it can limit your flexibility. ArcSDE is the software that connects SQL Express and ArcGIS Server together. This application is found on the ArcGIS Server for Workgroup DVD. 1. You will need to upgrade your SQL Express to have Advanced Extension and also enable it. You could also install SQL Express at this time, if you had not already installed it on your server previously. This process will take several minutes. 2. You will be prompted to add a Windows Login if this is a domain account you will need to put the domain in front of the account. Click next to continue. 3. Next step requires a re-authorization 4. Check for service pack The overall install is very quick

SQL Group Configuration

Once you have gotten ArcSDE installed you need to make sure that the SQL groups have your

Figure 6: SQL Groups domain account and the SOC and SOM accounts included, there are three different groups. The procedure is the same as done for ArcGIS Server. Note the names in Figure 6: SQL Groups, will be different depending on the name of the server.

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ArcCatalog
Open ArcCatalog and click on Add Database Server as in Figure 7: Adding Database Server. You will be requested to give the name of the database to make the connection. It will take the form of server name\sql server. Next you will need to right click on the SQL Express Server and create a GeoDatabase. If you have problem connecting make sure you have installed all service packages, you also may need to run the following patch which is located on the page at: http://resources.arcgis.com/content/kbase?fa=artic leShow&d=37983 . Make sure the ArcGISSOC account is added to the database and that Figure 7: Adding Database Server permission of read and write have been given to the database,

Next you will need to add a shapefile to the geodatabase just created. Locate your SQLExpress

Figure 8: Geodatabase Shapefile Creation

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geodatabase you created. Right click on the geodatabase and press import. In the import window you need to select the input filename and provide a name for the file that will reside in the geodatabase, I suggest keeping the name short and omitting spaces. You should get the same results by exporting the file to the geodatabase. See Figure 8: Geodatabase Shapefile Creation

ArcInfo
Launch ArcInfo and select add data. The data source will be the SQL Database server instead of a folder connection or geodatabase like you have done in the past. Once all the data has been added to the map you will need to save the map project file (.mxd) into the shared directory. The ArcGIS Server has full rights to this directory which is Figure 9: Adding data from SQL Express Server required to be able to display the map project. You can have multiple sources for the data, but for any layer you wish to modify via a web browser they must be contained in a relational database such as SQL Express. Other sources such as traditional Geospatial database or just shapefiles can be used. Multiple services can also be used in the construction of the final map. Once an MXD file has been created using the relational database server (SQL), you will need to create a service, I suggest this to be done in the ArcGIS Server Manager, since it must be created from an MXD file and not a MSD file as done with ArcGIS Desktop. The service that will be created can be edited within ArcGIS Desktop as well as on a web browser since it will be a feature class service.

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Table of Figures
Figure 1: Web Server Requirements ............................................................................................................. 4 Figure 2: ArcGIS Server Accounts ............................................................................................................... 5 Figure 3: ArcGIS Server Web Services ........................................................................................................ 6 Figure 4: Image storage directory ................................................................................................................. 7 Figure 5: agsadmin Group ............................................................................................................................ 8 Figure 6: SQL Groups................................................................................................................................... 9 Figure 7: Adding Database Server .............................................................................................................. 10 Figure 8: Geodatabase Shapefile Creation .................................................................................................. 10 Figure 9: Adding data from SQL Express Server ....................................................................................... 11

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Index
.NET Framework, 4 Administrative Tools, 8 agsadmin, 8 agsusers, 8 Arc SOC, 5 Arc SOM, 5 ArcCatalog, 10 ArcGIS Desktop, 2, 3, 11 ArcGIS Server, 1, 2, 3, 4, 7, 9, 11 ArcGIS Web Services, 6 ArcInfo, 2, 3, 11 ArcSDE, 2, 3, 9 Configure IE ESC, 2 Database Server, 10 Domain, 8 Esri, 2 geodatabase, 10, 11 IE Enhanced Security, 2 IIS, 2, 4, 7 Inetpub, 7 IP address, 7 key codes, 3, 7 license manager, 3 Microsoft Server 2008, 2 Microsoft SQL Express, 2 MXD, 11 Post Install, 4 Remote Desktop, 2 Roles, 2 Server Manager, 2, 8 Server Object Container, 5 Server Object Manager, 5 Silverlight, 3 SQL, 1, 2, 3, 9, 10, 11 Virtual Studio 2010, 3 Web Application, 7 wwwroot, 7

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