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ArcGIS Server Components: An Introduction to Server IT

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Page 1: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ArcGIS Server Components:An Introduction to Server IT

Presenter
Presentation Notes
Abstract: An introduction to the basics of ArcGIS Server’s back end configuration. Learn about web server certificates, SQL Server roles and schemas, and security options for a single-sign-on environment, such as IWA and AD FS. Presentation is aimed at bridging the gap between GIS and IT for Server installation and configuration. Workflows illustrated for Server Administrator and ArcGIS Desktop; specific to Windows OS.
Page 2: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Outline

• Web Adaptors & Web Server• Web Server Certificates• Portal Security Settings• SQL Server & Management Studio

Platform Illustrated:Windows 2012 R2 StandardIIS Web ServerSQL Server 2012ArcGIS Enterprise 10.4 & 10.5

Ariana TothGIS Specialist

Page 3: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ArcGIS Server Site Architecture

Web Server = IISWeb Adaptor = ArcGIS Web Adaptor

Physical Server – connected to via a virtual machine

ArcGIS Server

Presenter
Presentation Notes
Server = ArcGIS Server unless I specifically say Physical Server.
Page 4: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Web Adaptors & Web Server

Page 5: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Web Server vs Web Adaptor

“A web server is any Internet server that responds to HTTP requests to deliver content and services. Depending on context, the term can refer to the hardware or Web server software on the server.”

- Techopedia

“The Web Adaptor is a web application that runs in a front-end web server. One of the Web Adaptor's primary responsibilities is to forward HTTP requests from end users to the back-end GIS Server in a round-robin fashion.”

- ESRI

Presenter
Presentation Notes
When IT people hear the term “web adaptor” they often think of IIS, which is a web server.
Page 6: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Web Server Certificates

Presenter
Presentation Notes
Importance of certificates and how to obtain them. SSL = Secure Sockets Layer = Encrypted connection (https) SSL (aka digital) certificates verify that the web address actually belongs to that organization (i.e. the site is safe.)
Page 7: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Types of Certificates

1. CA Certificate - should be used for production systems, particularly if your deployment of ArcGIS Server is going to be accessed from users outside your organization

2. Domain Certificate - an internal certificate signed by your organization's certificate authority

3. Self-Signed Certificate - commonly used on websites that are only available to users on the organization's internal (LAN) network

Presenter
Presentation Notes
A CA (certificate authority) is usually a trusted third party that can attest to the authenticity of a website. Ex: Go Daddy Domain and Self-Signed Certificates are free and easy to create. To create a domain certificate, you cannot be logged in as a local administrator.
Page 8: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Types of Certificates

1. CA Certificate - should be used for production systems, particularly if your deployment of ArcGIS Server is going to be accessed from users outside your organization

2. Domain Certificate - an internal certificate signed by your organization's certificate authority

3. Self-Signed Certificate - commonly used on websites that are only available to users on the organization's internal (LAN) network

Page 9: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Domain Certificate Creation & Installation

• Create new domain certificate• Apply certificate to bindings in IIS• Import certificate to ArcGIS Server (optional)• Import certificate to Portal for ArcGIS

Page 10: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ESRI says…

http://server.arcgis.com/en/server/latest/administer/windows/enable-https-on-arcgis-server-when-accessed-through-arcgis-web-adaptor.htm

Presenter
Presentation Notes
Do NOT follow these instructions from ESRI to generate a certificate.
Page 11: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

mmc.exe > certlm

Presenter
Presentation Notes
Due to recent updates to Chrome and Firefox browsers, ESRI now recommends this workflow for creating certificates – their documentation has not yet been updated to reflect this. Go to mmc.exe (Certificates – Local Computer), not certmgr.msc (Certificates – Current User)
Page 12: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

mmc.exe > certlm

Presenter
Presentation Notes
File> certlm> Personal> RIGHT-CLICK Certificates> All Tasks> Request New Certificate
Page 13: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

New Web Server Certificate

Presenter
Presentation Notes
New requirement for browser updates: Alternative Name – DNS must be set to FQDN.
Page 14: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

New Web Server Certificate

Presenter
Presentation Notes
General Tab – Friendly Name = FQDN
Page 15: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

New Web Server Certificate

Presenter
Presentation Notes
Private Key tab – Key Options – Make private key exportable
Page 16: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

fqdn

Export Certificate

Presenter
Presentation Notes
Create Password! Export with private key. Copy and paste to Enterprise Trust as well.
Page 17: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

fqdn

Export Certificate

Presenter
Presentation Notes
Create Password! Export with private key. Copy and paste to Enterprise Trust folder as well.
Page 18: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

IIS Manager – SSL Certificate

Presenter
Presentation Notes
Define ports 80 and 443. Default Web Site Bindings Edit Port 443 Add newly created certificate.
Page 19: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

IIS Manager

Presenter
Presentation Notes
ESRI recommends leaving bindings in IIS unassigned (* instead of a specific IP) and they don’t usually use duplicate ports. http [::1], https [::1] ‘::1’ is local_host in IPv6, or IPv6 loopback address.
Page 20: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Server Administrator Directory

Presenter
Presentation Notes
Updating the certificate on the Server is not necessary unless you will have users accessing your REST endpoint directly, and do not want them to receive a certificate error. Otherwise, importing to Portal should be enough. You can leave the default SSC on Server. Import certificate
Page 21: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Server Administrator Directory

FQDN

CertName.pfx

Presenter
Presentation Notes
Again, your certificate name will be your fully qualified domain name.
Page 22: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

<machine name>

<certificate name>

<machine name>

machine name

Presenter
Presentation Notes
Once your certificate is imported, go back to your machine and edit to apply the certificate.
Page 23: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration
Presenter
Presentation Notes
Enter the name of your new certificate…
Page 24: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration
Presenter
Presentation Notes
…and then the new name will be reflected here.
Page 25: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Portal Administrator Directory 10.4

Presenter
Presentation Notes
Similar process in Portal 10.4 – Import certificate, then edit Portal to use the new certificate.
Page 26: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

domain certificate

Portal Administrator Directory 10.5

Presenter
Presentation Notes
Portal 10.5 looks a bit different but uses the same steps.
Page 27: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

domain certificate

Portal Administrator Directory 10.5

<certificate name>

Page 28: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

domain certificate

Portal Administrator Directory 10.5

Presenter
Presentation Notes
Update Portal
Page 29: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Portal Administrator Directory 10.5

Presenter
Presentation Notes
Actually changing from “portal” to domain certificate.
Page 30: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

domain certificate

Portal Administrator Directory 10.5

Presenter
Presentation Notes
Certificate name will update here.
Page 31: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Portal Security Settings

Presenter
Presentation Notes
I’m going to quickly show you a couple of Portal Security Settings http://server.arcgis.com/en/portal/latest/administer/windows/security-best-practices.htm#ESRI_SECTION1_42767D241AA54256A1CC9255CCD6108E
Page 32: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Portal > Edit Settings 10.4

Presenter
Presentation Notes
Create new Role called Viewer. Change DEFAULT ROLE from User to Viewer.
Page 33: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Portal > Edit Settings 10.5

Presenter
Presentation Notes
A Level 1 user is the most basic user level. Level 1 users are content viewers and do not have privileges to own items. This level corresponds to the Esri default Viewer role in Portal for ArcGIS. A Level 2 corresponds to the Esri default roles of User, Publisher, and Administrator. Level 2 users are content contributors and have privileges to create content and conduct other tasks within Portal for ArcGIS.
Page 34: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Portal Identity Store Options

• Built-in Portal Identity Store• Portal admin controls user creation

• Integrated Windows Authentication (IWA)• Single-Sign on experience

• Active Directory Federation Services (AD FS)• Security Assertion Markup Language (SAML) authentication

Built-in Identity Store

Integrated Windows

Authentication (IWA)

Active Directory Federation

Services (AD FS)

Login Creation

Portal admin creates user names and passwords

User names and passwords from active directory

User names and passwords from active directory

Unique IDCan create user IDs for a team to share

Every user has a unique domain login

Every user has a unique domain login

Skill LevelDefault setup Simple setup Complicated setup

AuthenticationN/A One-way Two-way trust

relationship = improved security

Presenter
Presentation Notes
If you choose to use the built-in store, there are ways to create multiple users at once through a command script.
Page 35: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Ideal Uses

Built-in Identity Store: Large Organizations

IWA: Small Organizations

AD FS:Exposed Organizations

Page 36: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Security: Integrated Windows Authentication

Presenter
Presentation Notes
Json for configuring IWA. Provide user name and password for an account with a non-expiring password.
Page 37: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

SQL ServerRDBMS

(Relational Database Management System)

Page 38: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Data Storage

Presenter
Presentation Notes
Many of you are familiar with seeing ArcGIS Enterprise illustrated like this. (Left) But it’s important to understand that your data resides in a RDBMS outside of Server (Also registered folders) assuming that you are not copying data to your Server.
Page 39: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

SQL Server

• The machine running ArcGIS Server requires native client software• SQL Server Management Studio (SSMS) should not be installed on a

virtual machine for performance reasons• User and default schema must match

Page 40: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ArcCatalog – Add Database Connection

Presenter
Presentation Notes
Use database authentication for the most control over your data.
Page 41: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

SQL Server Management Studio (SSMS)

SQL Server Instance

Data

Presenter
Presentation Notes
Mainly going to deal with Instance-level Logins (also show up as users within a database) and User Schemas, which are specific to the database. But while we’re here, I’m also going to show you the difference between server roles and database roles.
Page 42: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

SQL Server Management Studio (SSMS)

SQL Server Instance

Data

Presenter
Presentation Notes
But while we’re here, I’m also going to show you the difference between server roles and database roles.
Page 43: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

db_datawriter

db_datareader

Presenter
Presentation Notes
Lots of info here – mainly take note of “db_datareader” and “db_datawriter.”
Page 44: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Create New SQL Database Login

Presenter
Presentation Notes
Right-click Logins to create a new login at the Instance level.
Page 45: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Create New SQL Database Login

domain\domain\domain\domain\domain\

Presenter
Presentation Notes
Server Roles – provides server-wide permissions
Page 46: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Create New SQL Database Login

domain\domain\domain\domain\domain\

Presenter
Presentation Notes
User Mapping - controls database-specific role membership. We want to assign a user-specific schema that has not yet been created, so we’re going to see what happens if we leave these 2 fields blank.
Page 47: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Create New Database Schema

domain\domain\domain\

domain\domain\domain\

Presenter
Presentation Notes
At the Database level, in Security folder, Create new Schema. These can be assigned at the Table level as well.
Page 48: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Create New Database Schema

domain\domain\domain\

domaindomaindomain

Presenter
Presentation Notes
This is basically a user’s permissions schema. Assign permissions.
Page 49: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Apply New Schema

Data

Presenter
Presentation Notes
db_krikli is not a schema option yet for Data because we didn’t create it there. dbo is the default schema that was assigned when we left the field blank. Best practice would be to assign db_datareader as a placeholder until a unique user schema is created.
Page 50: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ArcCatalog – Database Server

For this workflow you must be logged into your machine as a server administrator.

Page 51: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ArcCatalog – Database Server

<server instance>

Page 52: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

ArcCatalog – Database Server

<server instance>

domain

Presenter
Presentation Notes
This creates a domain user and schema in SQL.
Page 53: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Effects in SSMS

Domain user kkeeleyhas been added to all databases

A user schema has also been created in all databases

domain\domain\domain\

domain\domain\domain\

domain\

domain\domain\

Page 54: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Effects in SSMS

New user schema does not contain any permissions

domain\

domain\

Page 55: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Questions?

Thank you!

Presenter
Presentation Notes
Special Thanks to Zach, Ryan, and Andrew from ESRI Support.
Page 56: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Contact Information:

Ariana TothGIS Specialist

[email protected](313) 962-4442

Page 57: ArcGIS Desktop; specific to Windows OS....ArcGIS Server Components: An Introduction to Server IT. Abstract: An introduction to the basics of ArcGIS Server’s back end configuration

Additional Resources

• https://docs.microsoft.com/en-us/sql/relational-databases/security/authentication-access/managing-logins-users-and-schemas-how-to-topics

• http://server.arcgis.com/en/portal/latest/administer/windows/use-integrated-windows-authentication-with-your-portal.htm