Install Portal for ArcGIS

The steps below guide you through the Portal for ArcGIS installation process. Before getting started, it is important to determine your organization's URL.

Note:

If you're upgrading an existing installation, see Upgrade Portal for ArcGIS for more information.

Prepare to install Portal for ArcGIS

Before beginning the installation process for Portal for ArcGIS, complete the following steps:

Verify that your site meets or exceeds the minimum system requirements.
Log in to your machine as a user with administrative privileges. You cannot install Portal for ArcGIS as a root user.
Log in to your machine as a user with administrative privileges.
Open the ports as described in Ports used by Portal for ArcGIS.
Close all noncritical applications on your server.
Download the Portal for ArcGIS setup from My Esri and browse to the folder containing it. Alternatively, insert the Portal for ArcGIS media into the appropriate drive to start the setup program automatically.

Note:

As of ArcGIS Enterprise 11.3, the Portal for ArcGIS self-extracting package consists of two files with .exe and .exe.001 extensions. To extract the package, ensure that both files are in the same folder.

You are now ready to proceed with the Portal for ArcGIS installation.

Note:

To view the help documentation in a language other than English, you must download and install the Portal for ArcGIS Help Language Pack from My Esri. The language pack contains help in the following languages: Arabic, Chinese (Simplified Han), French, German, Italian, Japanese, Korean, Polish, Portuguese (Brazil), Russian, and Spanish.

Install Portal for ArcGIS

To install Portal for ArcGIS from the setup user interface, complete the following steps:

Run the setup program from the Portal for ArcGIS download folder or setup media. The setup program begins by checking the prerequisites that must be met to successfully set up and use Portal for ArcGIS. If your system does not meet any of the prerequisites, follow the instructions on the dialog box to correct any issues. To learn more, see Checking portal diagnostics using the diagnostics tool.
Run the setup program from the Portal for ArcGIS download folder or setup media and click Next.
If all prerequisites are met, the Introduction dialog box appears. Click Next to proceed.
Read the master agreement, accept it, and click Next, or exit if you do not agree with the terms.
On the Master Agreement dialog box, read the master agreement. If you accept the terms, click the I accept the master agreement button, and click Next to proceed; otherwise, exit the setup by clicking Cancel.
Specify the Portal for ArcGIS installation directory, and click Next. The Portal for ArcGIS installation directory is for the portal's software components.
On the Choose Install Folder dialog box, specify the installation location. If you're pointing the installer to an earlier portal directory, the content in that directory will automatically be used in the new installation. Content from installations prior to version 10.2 are not supported. Click Next to continue.
Specify the portal's content directory. The content directory stores content installed with the portal as well as user-generated content.
- After installation, you can change the account that is used to run Portal for ArcGIS. For more information about the account and how to change it, see The Portal for ArcGIS account.
- If Portal for ArcGIS has been installed previously, you can only choose to use the existing content directory if it is a local directory. If the existing directory is from a shared network location, you cannot specify it in the setup. Instead, you can configure your portal to use the existing content directory after the installation has completed. To learn more, see Change the portal content directory.
Review the summary information, and click Install to begin the installation.
When the installation process is complete, click Done to exit the installer.

Note:

Upon completion of the installation of Portal for ArcGIS, the operating system default web browser opens to complete the initial configuration and authorization of Portal for ArcGIS.
Specify the account to be used by Portal for ArcGIS to perform a variety of functions in support of the portal. Two options are available: Specify the account name and password and I have a configuration file with the account information generated by a previous run of this setup.
- The Specify the account name and password option allows you to directly specify the account name and password. The account used can be a local account, domain account, or Managed Service Account. The account you specify does not have to be part of the Administrators group in Windows. If you use a Managed Service Account, the account must already be configured for your machine. If you use a local operating system account, the account is created automatically if it does not already exist. The default account name is arcgis. The password policy for this account is determined by your operating system and organization's security policy, not the Portal for ArcGIS setup. For more information, see The Portal for ArcGIS account.
  
  Note:
  
  For production systems, it's recommended that you use a preexisting account that resides in your domain or active directory and adheres to your organization's security policy. Creating a local account during installation is primarily for the convenience of quickly installing Portal for ArcGIS.
  
  If you provide a domain account, it must already exist on the domain and must be entered using the following format: mydomain\domainaccount.
- If you have a portal configuration file generated by previously running the Portal for ArcGIS setup, choose the I have a configuration file with the account information generated by a previous run of this setup option. Browse to the location of the portal configuration file. The Portal for ArcGIS account is automatically configured with account information stored in the configuration file.
Click Next > Install.
When the installation completes, click Finish.
You must also install Portal for ArcGIS Web Styles if you want to use a complete set of 3D symbology from Scene Viewer. For additional information, see Scene Viewer requirements.

Post-installation configuration

If you want Portal for ArcGIS to start with the operating system, complete the steps specific to your operating system below.

Operating systems that support systemd

If your operating system supports the use of systemd to bootstrap and manage processes (for example, if you're using Red Hat Enterprise Linux (RHEL) Server 7.x), complete the following steps to configure Portal for ArcGIS to start with the operating system:

In a command shell, switch to root user.
Copy the <Portal for ArcGIS installation directory>/framework/etc/arcgisportal.service unit file to /etc/systemd/system. Once the file is copied, confirm that /etc/systemd/system/arcgisportal.service has its file permissions set to 600.

Note:

This file is installed with Portal for ArcGIS.
Still as root user, run the following command to automatically create the links in /etc/systemd/system/multi-user.target.wants:

# systemctl enable arcgisportal.service

To verify that the systemd service is properly configured, restart the service and check its status.

# systemctl stop arcgisportal.service
# systemctl start arcgisportal.service
# systemctl status arcgisportal.service

End the root user session.
Reboot the operating system and verify that Portal for ArcGIS restarts properly.

Note:

The version of systemd (v228 and later) included in SUSE Linux Enterprise Server (SLES) 12 SP2 and later sets the maximum number of threads to be created at 512. Users on SLES 12 may need to enable and raise this limit if it is a heavily used system. To enable and raise this limit, as root user, uncomment and edit the following line in the arcgisportal.service unit file before deploying it to the /etc/systemd/system folder: # TasksMax=512

Operating systems that support SysV

If your operating system supports the use of SysV to bootstrap and manage processes, complete the following these steps to configure Portal for ArcGIS to start with the operating system:

In a command shell, switch to root user.
Copy the <Portal for ArcGIS installation directory>/framework/etc/arcgisportal shell script to the appropriate supported Linux distribution-based locations provided below:
- RHEL Server: /etc/rc.d/init.d/
- SLES: /etc/init.d/
Change the directory to the applicable init.d folder, and check the arcgisportal script to confirm that root has at least read and execute permissions.
Edit the script as follows:
1. Update the portalhome variable to the Portal for ArcGIS installation directory, for example, /home/username/arcgis/portal.
2. For RHEL Server only, add the line below just before # Description: Portal for ArcGIS Service:
  
  # chkconfig: 35 99 01
3. Save the edits to the arcgisportal script.
Still as root user, run the following commands to automatically create the links in /etc/rc*.d with the appropriate run levels:
- RHEL:
```
$ chkconfig --add arcgisportal
$ chkconfig arcgisportal on
```
- SUSE:
```
$ insserv arcgisportal
$ chkconfig arcgisportal on
```
End the root user session.
Reboot the operating system, and verify that Portal for ArcGIS restarts properly.

If you encounter an error during the installation

If you encounter a failure during the installation, you can review the logs to help you troubleshoot. First determine if you can access the ArcGIS Portal Directory. If you can, query the logs and review the messages. If not, review the log messages on disk. To access the logs on disk, browse to the logs directory and open the most recent log file (for example, <Portal for ArcGIS installation directory>/arcgisportal/logs/<machine name>/portal/portal-20150101.095803-8596-0.0.log). If necessary, you can share this information with Esri Technical Support.

If you encounter a failure during the installation, you can review the logs to help you troubleshoot the problem. First determine if you can access the ArcGIS Portal Directory. If you can, query the logs and review the messages. If not, review the log messages on disk. To access the logs on disk, browse to the logs directory and open the most recent log file (for example, C:\arcgisportal\logs\<machine name>\portal\portal-20150101.095803-8596-0.0.log). If necessary, you can share this information with Esri Technical Support.

If your portal machine has multiple network interface controller cards

If your portal machine has multiple NIC cards or DNS entries

ArcGIS Enterprise can be deployed on machines that have multiple network interface controller (NIC) cards or multiple entries (also called records) in a domain name system (DNS) server. If you installed Portal for ArcGIS on such a machine, you may want to identify the IP address or hostname that the portal should use for network communication. This is done by editing an existing file and adding a new file to the portal's installation directory, which, by default, is /home/User/arcgis/portal.

ArcGIS Enterprise can be deployed on machines that have multiple network interface controller (NIC) cards or multiple entries (also called records) in a domain name system (DNS) server. If you installed Portal for ArcGIS on such a machine, you may want to identify the IP address or hostname the portal should use for network communication. This is done by editing an existing file and adding a new file to the portal's installation directory, which, by default, is C:\Program Files\ArcGIS\Portal.

Caution:

Perform these steps immediately after installation, before creating the initial administrative account and portal site.

Log in to the machine where Portal for ArcGIS is installed. Browse to the <Portal installation directory>/framework/etc folder. Create a file named hostname.properties, with appropriate permissions, in this folder.
Log in to the machine where Portal for ArcGIS is installed. Browse to the <Portal installation directory>\framework\etc folder. Create a file named hostname.properties, with appropriate permissions, in this folder.
Add the following text to the first line of the file, and specify the fully qualified domain name of the intended interface: hostname=interface.example.com. For example, if you have a machine with two NIC cards or DNS entries (1 and 2) and their interface domain names resolve to P1.mycompany.com and P2.mycompany.com, and you want Portal for ArcGIS to use the second interface for network communication, add this text to the hostname.properties file: hostname=P2.mycompany.com.

Note:

In some cases, such as when a hostname is the same for multiple interfaces, you should instead specify the IP address of the interface you want ArcGIS Server to use for network communication. The syntax is hostname=<IP address>.
Save and close the hostname.properties file.
Browse to the <Portal installation directory>/framework/runtime/ds/framework/etc folder, and locate the hostidentifier.properties file.
Browse to the <Portal installation directory>\framework\runtime\ds\framework\etc folder, and locate the hostidentifier.properties file.
Open the file in a text editor. Remove the comment mark # from the hostidentifier property, and set the property to the IP address of the NIC card or DNS entry you want the portal to use for network communication. For example, to designate IP address 12.34.56.189, the line should read as follows:

hostidentifier=12.34.56.189
Save and close the hostidentifier.properties file.
Restart the portal using the command line scripts stopportal.sh and startportal.sh.
Restart the Portal for ArcGIS service on Windows.

Note:

When you upgrade your portal to a newer version, the upgrade will reset this hostidentifier.properties file to its default contents. You must add the appropriate IP address back in after upgrading.

If necessary, follow the steps to configure other ArcGIS Enterprise software components on machines with multiple NIC cards or DNS entries, such as the following: