Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

Transcription

1 Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide By Azteca Systems Inc.

2 COPYRIGHT INFORMATION Copyright 2014 by Azteca Systems Inc. All rights reserved. Azteca Systems Inc S. State St., Suite 24 Sandy, UT, 84070, U.S.A. TRADEMARKS: Cityworks, the Azteca logo, and Azteca Systems products referenced herein are either trademarks or registered trademarks of Azteca. Other product and company names mentioned herein may be the trademarks of their respective owners. CHANGES ARE PERIODICALLY ADDED TO THIS INFORMATION. AZTECA MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED HEREIN AT ANY TIME. IN NO EVENT SHALL AZTECA AND/OR ITS RESPECTIVE SUPPLIERS BE LIABLE FOR ANY SPECIAL, INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE, DATA, OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE, OR OTHER TORTIOUS ACTION ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF SOFTWARE, DOCUMENTS, OR FAILURE TO PROVIDE SERVICES. No part of this document may be reproduced or transmitted in any form.

3 Table of Contents Section 1: Prerequisites... 1 Section 2: Update... 4 Section 3: Configuration Define GIS Services Configure Licensing Add Designer to the Site Menu Section 4: Public Access Update Index Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Table of Contents iii

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5 Section 1: Prerequisites Due to changes with license management that were implemented in Server AMS/PLL , you are required to get a new license key. Please contact Customer Support or your implementation manager for a new license key. A 2-day notice is required for all activation files. 1. Install Microsoft.NET 4.5 Framework if it isn t already installed..net 4.5 Framework.NET 4.0 Framework NOTE: The.NET 3.5.x features need to also be installed for the application server via the Microsoft Server Manager if using Windows Server 2008 R2. If using Windows Server 2012/R2 as the OS on the application server, then install the.net 3.5.x and.net 4.5.x features via the Microsoft Server Manager. 2. Install IIS 8.x from Windows Server 2012/R2 or IIS 7.5 from Windows Server 2008 R2. There are certain universal web application components that Esri requires which are not enabled via a typical installation. For more information, see either Esri IIS Requirements for Windows Server 2008 R2 or Esri IIS Requirements for Windows Server 2012/R2. In addition to the Esri IIS requirements, the.net extensibility 4.5 and ASP.NET 4.0 need to be added for Server AMS/PLL. Note that these are the same IIS requirements that Server AMS/PLL needs if running in a distributed environment where there is a separate application server and GIS server and perhaps a separate database server. NOTE: In a distributed environment, the Esri IIS requirements need to be enabled on both the ArcGIS and application (Server AMS/PLL) servers. The application server will have the Web ADF Runtime component on it that Server AMS/PLL references. 3. Install ArcGIS Server 10.0 SP5. Note that the Esri app pools, like ArcGISWebAdaptorAppPool, still run in.net 2.0. Also, Server AMS/PLL is not concerned with the version of the ArcSDE software that the SDE database utilizes as long as a direct connection can be made for the SDE connection file. Please see Esri s ArcSDE compatibility matrices: Client and geodatabase compatibility SQL Server Oracle 4. If ArcGIS Server resides on another server, install the ArcGIS Server Web ADF Runtime 10.0 SP5 on the server where Cityworks Server is installed. NOTE: The Web ADF Runtime is now a separate installation that is contained underneath the Web Applications for ArcGIS Server Save a map or maps in ArcMap 10.0 SP5 to update the map(s). Server AMS/PLL provides full.msd support given that the software interacts with map services strictly through HTTP in addition to continuing.mxd support for publishing. The fast drawing engine is utilized when Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 1: Prerequisites 1

6 one publishes a map service from a map service definition (.msd) file. A user can create an.msd file from an.mxd file using the Map Service Publishing toolbar in ArcMap. All map services used with Server AMS/PLL (base, raster, main, and public) may also be cached to potentially further increase performance. One can create ArcGIS Server map caches with.msd-based map services. However, only fused caches are supported, meaning all the layers in the.msd are fused into one image. Caches of the multi-layer type are not available with.msd-based map services. Azteca Systems does not recommend a tiled main map service because it contains the operational layers, which change frequently. This means the cache has to be rebuilt to show any changes, leading to some reasonably significant overhead. 6. Publish 10.0 SP5 map, geodata, geocode, and geometry services. Make sure to create a new locator in ArcGIS 10.x format as this Esri release introduces a significant change in every area of geocoding. Then publish this newly formatted locator as the geocode service. However, if using a SP1 geodatabase, there is no need to upgrade the geodatabase necessarily but you will need to build a new locator in ArcGIS Desktop 10.0 SP5 format (to introduce the 10.x format changes) and publish a corresponding geocode service in ArcGIS Server 10.0 SP5 format. In order to edit with the updated Silverlight editing tools, the Feature Access option must be enabled in the map service and the GIS data must be stored in an ArcSDE geodatabase per Esri (see Esri Feature Service Explained). NOTE: This access only needs to be enabled for those map services you wish to modify. If the map service contains data you do not want to modify, do not enable this option. Further, ensure that the SDE connection in any underlying map that a map service with feature access enabled draws from utilizes the credentials of a user that has at least Edit privileges. This does not necessarily have to be the schema that owns the data. The user can either directly be given Edit privileges or gain such through group membership. If not, any geometric and/or attribute changes made via the Silverlight editing tools cannot be saved. This follows the Esri security model. Server AMS/PLL 2014 continues to only enable editing tools for those users in a Cityworks domain group with Geometry editing rights, as the Attribute editing rights still allow editing only through the Editor forms that connect via the SOE or REST services. Activity (Server Only) editing rights allow users to solely edit GIS attributes within a work activity, such as an inspection, and not in the Editor form. 7. Install Mozilla Firefox. 8. Install Crystal Reports Runtime 13 SP7 (v x). Be sure to click the 32-bit.msi. The 64-bit.msi should only be used if you are running Server AMS/PLL with ArcGIS 10.1 SP1 or higher. If you use the 64-bit.msi, you need to set the Enable 32-bit Applications CityworksAppPool setting to false. Note that the Crystal Report Runtime 13 SP7 installer will copy the crystalreportviewers13 folder to \inetpub\wwwroot\aspnet_client\system_web\2_0_50727 and \inetpub\wwwroot\aspnet_client\system_web\4_0_ Crystal Reports Runtime 13 SP7 requires the 2005 SQL Native Client driver. Even if your RDBMS is running SQL Server 2008/R2 or 2012/R2, you will need to have the 2005 SQL Native Client driver installed on the machine where Cityworks Server resides. This requirement is enforced by SAP. 9. Install SQL Native Client or the Oracle Client software (see IT administrator) on your machine if your databases reside on another server. 2 Section 1: Prerequisites Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

7 The 32-bit Oracle Administrator is required because the InstantClient and/or Runtime installations are not sufficient. Please make sure to install with the Run as administrator option (right-click the setup.exe file). Oracle 10g R2 Client Download Oracle 11g R1 Client Download Oracle 11g R2 Client Download 2005 SQL Native Client Download o Click the download button next to the sqlncli_x64.msi entry towards the top of the page to grab the 64-bit version for Windows Server 2008, Windows 7, and Windows Vista SQL Native Client Download o Click the X64 Package link under the Microsoft SQL Server 2008 Native Client to grab the 64- bit version for Windows Server 2008 R SQL Native Client Download o Click the X64 Package link under the Microsoft SQL Server 2012 Native Client under the Install Instructions to grab the 64-bit version for Windows Server 2008 R2 and Windows Server Place and customize, if desired, the clientaccesspolicy.xml file provided with the Server AMS/PLL installer at the root of the domain on the server running Server AMS/PLL and the server running ArcGIS Server (for example, <install_drive>\inetpub\wwwroot). This deployment is a Microsoft Silverlight requirement. For more information, see Knowledge Base article #10625 Deploying Crossdomain.xml or Clientaccesspolicy.xml in Server AMS. 11. Install Silverlight 5.x on all client machines that will access Server AMS/PLL. Microsoft Silverlight Download IMPORTANT: Please make sure your Firefox browser cookies are enabled in order for Server AMS/PLL to accept your login credentials. The History setting under Tools > Options > Privacy cannot be set to Never remember history in Firefox. In Internet Explorer, do not enable the InPrivate Browsing option under the Tools drop-down menu. Also, ensure that an exception for your site is made in the Pop-up Blocker to avoid suppressing certain forms. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 1: Prerequisites 3

8 Section 2: Update The Update option of the installer is the preferred method for updating versions of Server AMS/PLL. This allows customizations, print templates, application settings, etc., to carry over seamlessly. Make sure all users are out of the application before updating the site. While not required, it is highly recommended that you also run an iisreset from the command prompt as a user that has administrative privileges to the application server to make sure any lingering connections are cleared. During the Update process, the installer backs up the entire install, including the SOE (Cityworks Server Object Extension) and Website folders (Cityworks Server AMS/PLL root folder). The installer places the backup in a folder found at %programdata%\cityworks_server_mm-dd-yyyy_hh-mm and also creates a zip file of the backup and places it where you specify in the Backup Location field in the installer. During the Update process, the installer will restore the following items: PrintDocx folder PrintCrystal folder WorkManagement\Printing\Media folder Reports\Crystal folder XML folder Web.config file WebConnectionStrings.config file Settings from the WebAppSettings.config file cwlicese.txt file NOTE: If you must do a manual installation, you can find the install file at \Users\<user>\AppData\Local\Temp\2\Cityworks.Server.Installer. 1. Navigate to where the Server AMS/PLL installer is located. 2. Right-click on the Cityworks Server installer icon and select Run as Administrator to launch the installer. NOTE: This screenshot is an example. Your Server AMS/PLL software version may be different. The Server installer automatically checks to make sure all the prerequisites are installed. If an application is missing, the installer will display a message instructing you to install the needed prerequisites. If all the prerequisites are properly installed, three green check marks display. 4 Section 2: Update Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

9 3. Click Continue. The installer includes the following functions: Install: This option is used when first creating a Server AMS/PLL site. Update: This option is used when upgrading an existing Server AMS/PLL site. Activate: This option activates a Server AMS/PLL license file. Configure: This option configures the server, SMTP options, the impersonate user credentials, and timeout settings. Public Site: This option is used when installing or updating Server PLL Online Access. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 2: Update 5

10 4. Select the Update option and click Next. 5. Select the Web Site and the Virtual Application to be updated. 6. Confirm the current site information. If desired, you can change the Backup Location for the existing site. 7. Click Next. 6 Section 2: Update Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

11 8. Verify that the site information is correct and click Update. You will be asked if you want to proceed with the website update. 9. Click Yes. A box with a status bar displays while the following happens: IIS is reset The existing site is backed up The new site is created Based on the size of the Cityworks database, this will likely take several minutes. Once the installation is complete, a message box indicates that Database Manager needs to be run and will now open. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 2: Update 7

12 10. Click OK. NOTE: At this point, the site folders have been created under the alias and site location specified in the installer. These include the WebSite, SOE, and DatabaseManager folders. Database Manager opens. IMPORTANT: It is very important that you read and follow Knowledge Base article 11674: Upgrading existing Cityworks databases to Select either SQL Server or Oracle. 12. Enter the azteca user s password in the first text box. 13. Select the server instance and Cityworks database from the drop-down lists. 14. Click Login. The Database Manager screen shows the progress while it checks the CWVERSION and migration history tables. The Log can be opened or closed by clicking the Log button. When the Log is open, there are three options: Clear the contents of the log, Copy the log s contents to clipboard, or Save the log s contents. Clicking the arrow next to Advanced Options will present the following options: Generate SQL: This option generates SQL syntax for the update. The syntax could be copied and ran directly against the Cityworks database outside of Database Manager. 8 Section 2: Update Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

13 Check Database Version: This option checks the Citworks database version. Verify Database: This option verifies the structure of the Cityworks database and identifies any errors. The errors are displayed in the log, followed by a list of SQL scripts that can be ran to correct the errors. Oracle users should contact Customer Support to obtain a script specifically for Oracle databases. Configure CWDBAs: This option allows for the configuration of CWDBA users. A CWDBA is created during the installation of the Cityworks database. These users will have access to the Admins and Domains options in Designer via the Home or General tabs. Disconnect: This option disconnects users from the Cityworks database. 15. Click Update to V2014xxxx. Once the six steps have been successfully completed, users will receive a message indicating that the database was successfully updated. If not, the log will show where any issues were encountered. IMPORTANT: After the site has been updated, the installer sets Modify rights to the impersonate user, NETWORK SERVICE user, and Users group to the PrintDocx, PrintCrystal, Uploads, WorkManagement\Printing\Media, and Reports folders. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 2: Update 9

14 The Default Web Site or the default directory from which Server AMS/PLL is published will be added to its own application pool, the CityworksAppPool, which is managed by the NETWORK SERVICE user,.net Framework Version 4.0, and set in Integrated managed pipeline mode via the installer. Additionally, if there is already an application pool of the same name present, the installer simply updates the settings to match what has been specified for the particular build of Server AMS/PLL involved. NOTE: If you need to manually open Database Manager, it can accessed under \inetpub\wwwroot\<site_name>\databasemanager\cityworks.databasemanager.exe. 10 Section 2: Update Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

15 Section 3: Configuration This section covers the steps for configuring Server AMS/PLL. Define GIS Services 1. Log in to the Server AMS/PLL site and click the Designer page. 1. Navigate to Preferences > Map. 2. Set the Server Cityworks well known id (Spatial Reference) field to be equal to the WKID (coordinate system) that you wish for your Cityworks event/graphics layers to project in. See Knowledge Base article #10604 WKID/WKT and the Silverlight Map and Knowledge Base article #10655 Configuring Corresponding WKID and WKT Values in Server AMS/PLL 2013 for more information. 3. Make sure the GIS Model field is set to Geodata, which is the default for a new site. NOTE: The REST or SOE (Server Object Extension) option is used for 10.1 SP1 and 10.2.x. The Geodata option is used for 10.0 SP5 with the Geodata Service. 4. If desired, change the Default Map Starting Position from Maximized (default) to Split Window or Minimized. 5. Navigate to GIS > Services. 6. Click the Add button in the Service Groups list, enter a Description, and click Add. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 3: Configuration 11

16 7. Click the Add button in the Domains list, select the domain, and click Add. Please be aware that there must be at least one service group defined against a domain, even if there are other service groups defined against all groups and/or users (allows for CWDOMAIN table to have the MAPSERVICEID field populated). 8. Click the Add button and enter the appropriate values for the following fields in the corresponding panels: Map Services (Name, Type, and URL) NOTE: You can define a limit of three map services. The drawing order corresponds to when you define the map services. The last one added is loaded first, and so on. Public Service (Name, Type, and URL) 12 Section 3: Configuration Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

17 Geocode Service Geometry Service Geodata Service The Public Service, Geocode Service, Geometry Service, and SOE Service panels are available to be populated when clicking in the panel, as only a single record can be provided. The Map Services panel, along with any other panel where more than one record can be provided, will at least have Add and Delete buttons. NOTE: To edit a map service, click to the right of the URL. Clicking the map service URL will open it in another browser tab. The Geometry REST URL, as with any REST URL, can be determined by navigating to the ArcGIS Services Directory ( if accessing the server from another machine, or if accessing it straight from the server). As well, you may need to include the port number, if access has not been set up via the Web Adaptor (HTTP is :6080 and HTTPS is :6443). Then select the desired service from the home page and copy the address in the browser. REST URL fields are required for any map, geocode, or geometry service (the Geodata Service still relies on the host name and service settings). This guarantees that the GIS services will be looked for in the correct location. REST URL fields are included to not only allow for online service sources to be accessed, such as ArcGIS.com (formerly ArcGIS Online), but because this method is now the preferred way to identify where a resource is located. The URL must be populated with a value that can be resolved. For example, will only work when on the actual machine hosting the service, whereas will work wherever the host can be resolved. More than one entry in Map Services (formerly labeled Base and Raster) and the Public Map are not required. Note that if the Public Map service is not populated, the search results that the user sets to display on a map will default to an ArcGIS Online map service in this case the World Imagery since it is the first available map service listed. The user can change this to another ArcGIS Online map service, but this modification will only be respected during the current user session. DYNAMICMAP: Select when using a non-cached map service where the data is dynamically rendered. TILEDMAP: Select when using a cached map service. For example, the map services provided by ArcGIS Online are all cached in Web Mercator Auxiliary Sphere (1984). IMAGEMAP: Select when using an image service. FEATURELAYER: Select when using a specific layer from the map service, not the entire map. The layer can be either a (spatial) layer or (non-spatial) table. WEBMAP: Select when Esri s webmap has been utilized to publish data to ArcGIS Online. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 3: Configuration 13

18 Configure Licensing Licensing is used to configure licensing security. 1. In Designer, navigate to Licensing from either the Home tab or the General tab. NOTE: The first user added will be granted AMS Edit/Edit+ and/or PLL Edit/Edit+ rights based on what is available in the license file. The Licensing page is only available to domain administrators and is used to configure licensing security. See Knowledge Base article #10623 Configuring User Licenses in Login Manager for more information. 14 Section 3: Configuration Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

19 Add Designer to the Site Menu When updating to 2014, you will need to add Designer to the site menu. 1. Navigate to Site Design. 2. Select either Root or the menu item that you want to add Designer to and click Add New Item. 3. Enter a Tab Name, select the Authorized Roles, and select Designer from the Defined Pages drop-down list. 4. Click Save. Designer will now appear in your site menu. See the Designer 2014 Guide for more information. NOTE: If you use Server PLL, note that the URL for the PLL Admin page has changed for The URL should now end with AdminHome.aspx instead of AdminPage.aspx. To change the URL, select the PLL Admin page in the Site Design panel and click Edit. Then modify the URL in the URL field and click Save. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 3: Configuration 15

20 Important notes regarding the site menu: When adding new tabs to Server AMS/PLL, be sure to set permissions against it for all applicable security groups. Also, never set permissions on the Root. When a user logs in to Server AMS/PLL, the default view is the first tab listed in the Site Design panel. For this reason, it is unadvisable to have the first tab as the Designer page or any other page that all users do not have access to. A best practice would be to always have the Inbox page as the first tab in a site. 16 Section 3: Configuration Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

21 Section 4: Public Access Update Follow these steps to update the Public Access site for use with Server PLL. 1. Navigate to where the Server Installer application is located. 2. Right-click on the installer and select Run as administrator. NOTE: This screenshot is an example. Your Server AMS/PLL software version may be different. The installer automatically checks to make sure all the prerequisites are installed. If an application is missing, the installer will display a message instructing you to install the needed prerequisites. If all the prerequisites are properly installed, three green check marks display. 3. Click Continue. The main window displays. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 4: Public Access Update 17

22 4. Select Public Site and click Next. 5. Select the Web Site under which the PLL Online Access portal will be installed. 6. Select the existing PLL Online Access portal site under Virtual Applications. 7. If the path is different from what is shown in the Backup Location field, specify the physical path where the PLL Online Access portal files will be backed up. NOTE: The Default Web Site or the default directory from which the PLL Online Access site is published will be added to its own application pool, the CityworksAppPool, which is managed by the NETWORK SERVICE user,.net Framework Version 4.0, and set in Integrated managed pipeline mode via the installer. Additionally, if there is already an application pool of the same name present, the installer simply updates the settings to match what has been specified for the particular build of the PLL Online Access involved. 8. Click Next. 9. Review the address for your Server PLL site in the Service URL. 18 Section 4: Public Access Update Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

23 10. Review the Service User Name and Service Password. This should be from a user that already exists in the Server PLL site. 11. Click Validate Service. A message will indicate whether the service URL and user are valid. 12. Click Next. 13. Verify that the site information is correct and click Update. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 4: Public Access Update 19

24 You will be asked if you want to proceed with the website creation. 14. Click Yes. A box with a status bar displays while the virtual application is being created. Once the installation is complete, a box displays indicating that the install is finished. 15. Click OK. Make sure to set user access to PLL Online Access under Licensing in Designer. A user must be a domain administrator to have access to the Licensing page. 20 Section 4: Public Access Update Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide

25 The URL for PLL Online Access is http(s)://<host>/<site_alias>/template/login.aspx. Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Section 4: Public Access Update 21

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27 Index B backup 4 C Crystal Reports 1 G GIS services 11 I IIS 1 impersonate user 4 L Licensing 14 M Microsoft.NET 4.5 Framework 1 Mozilla Firefox 1 O Oracle 1, 4 P prerequisites 1, 4, 17 S SQL Server 1, 4 W Web Adaptor 11 Windows Server 1 Server AMS/PLL 2014 SP1 for ArcGIS 10.0 SP5 Update Guide Index 23