Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide By Azteca Systems Inc.

COPYRIGHT INFORMATION Copyright 2014 by Azteca Systems Inc. All rights reserved. Azteca Systems Inc. 11075 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.

Table of Contents Section 1: Prerequisites... 1 Section 2: Installation... 5 Offline Activation... 14 Create Domain Administrator Login... 15 Section 3: Configuration... 17 Define GIS Services... 17 Configure Licensing... 20 Set up the Site Menu... 21 Section 4: Public Site Installation... 22 Index... 27 Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Table of Contents iii

Section 1: Prerequisites Since you are installing a new site, you must obtain a license key from Customer Support. Please have the license key before proceeding. 1. Install Microsoft.NET 4.5 Framework if it isn t already installed. Please make sure that it is installed on both the server hosting the Server AMS/PLL site and the server hosting the GIS Services since the Cityworks SOE requires.net 4.5 to support exclusively 64-bit applications, such as ArcGIS Server starting with 10.1..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. 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: 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. 3. Install the GIS Services component, and if desired the Web Adaptor component of ArcGIS Server 10.1 SP1 or 10.2.x. Starting with 10.1, Esri has created applications called Web Adaptors that link the current server of choice (IIS) to the GIS server instance. These applications are small broker components that basically forward requests from your web server to the internal server used with ArcGIS. Esri has created a series of basic videos to assist users in getting started with the paradigm shift: Installing ArcGIS 10.1 for Server on Windows Creating an ArcGIS Server site Adding a machine to an ArcGIS Server site Installing the ArcGIS Web Adaptor Publishing a map service to ArcGIS 10.1 for Server Working with logs in ArcGIS 10.1 for Server 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: Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 1: Prerequisites 1

Client and geodatabase compatibility SQL Server Oracle The Web ADF Runtime is not required since the SOE (Server Object Extension) Service has replaced the Geodata Service and its corresponding logic. However, if you still want access to the custom symbology used for event layers, then the WebADF Runtime 10.1 piece needs to be installed. NOTE: In ArcGIS Server 10.2.x the WebADF Runtime installation ceases to exist, though you can copy the file structure for custom symbology from a machine running 10.1 and paste or permission it. Or you can install only the WebADF Runtime 10.1 piece (it can run on the same machine as the 10.2.x software). 4. Save a map or maps in ArcMap 10.1 SP1 or 10.2.x to update the map(s). At ArcGIS Server 10.1, service configuration files from previous versions (.msds) no longer work. ArcGIS Server 10.1 and 10.2.x use a different mechanism for map services called the Service Definition (.sd), which is not a text configuration file as it was in earlier versions. Previously created map caches do however remain valid. All map services used with Server AMS/PLL (base, raster, main, and public) may also be cached to potentially further increase performance. 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. 5. Publish 10.1 SP1 or 10.2.x map, geocode, geometry, and, if desired, SOE services. The SOE service is enabled via a map service, similar to a feature service in that way. This is done after the.soe file has been registered in ArcGIS Manager. The SOE service is used when an asset is not present in the map and/or related objects are involved to gain access to the GIS data. The SOE data is encrypted to provide enhanced security, as the SOE service essentially creates a workspace to gain access to the entire geodatabase, interpolated from the first feature class that is encountered in the map service it s enabled with. For more information, see Knowledge Base article #10633 Installing and Configuring the SOE Service for Server AMS/PLL. 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. 6. Install Mozilla Firefox. 7. Install Crystal Reports Runtime 13 SP7 (v.13.0.7.x). 2 Section 1: Prerequisites Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

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_30319. 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. 8. Install SQL Native Client or the Oracle Client software (see IT administrator) on your machine if your databases reside on another server. 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. 2008 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 R2. 2012 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 2012. 9. 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 (e.g., <install_drive>\inetpub\wwwroot). This deployment is a Microsoft Silverlight Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 1: Prerequisites 3

requirement. For more information, see Knowledge Base article #10625 Deploying Crossdomain.xml or Clientaccesspolicy.xml in Server AMS. 10. 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. 4 Section 1: Prerequisites Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

Section 2: Installation This section includes the steps necessary to install a new Server AMS/PLL site. 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. Open your RDBMS platform (either SQL Server or Oracle) and perform the following operations: Create the cwweb user in the Cityworks database. Create the cwweb_user database role in your Cityworks database and grant it Create View privileges. Associate cwweb to the cwweb_user database role. Add cwweb to the pwdb_user database role. 2. Next, navigate to where the Server AMS/PLL installer is located. 3. 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 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 prerequisites are properly installed, three green check marks display. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 2: Installation 5

4. 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. 5. Select the Install option and click Next. 6. Select a Web Site under which the Server AMS/PLL site will be installed. In this case, select Default Web Site. 7. Give the site an Alias and define the physical path where the Server AMS/PLL files will be stored if the path is different from the default specified in Install Location. 6 Section 2: Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

NOTE: 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 now. If there is already an application pool with 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. 8. Click Next. 9. In the Database connection settings section on the Required tab, enter the following: Select either Oracle or SQL Server for the Cityworks database. Enter the Server instance that the database resides on. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 2: Installation 7

Enter the User Name and Password for a user who has at least SELECT privileges on the Cityworks database. If your Cityworks database and site are configured to run Server PLL, then the Azteca user and password credentials are still required here. NOTE: If you use the cwweb user here, when you initially log in to your Cityworks Server site you will see a message that says the azteca user is required. You can change the user in the WebConnectionStrings.config file to complete the initial site setup and then change it back to the cwweb user once the setup is complete. Select the Database name. Select the impersonate user on the machine you wish Server AMS/PLL to utilize. Starting with 10.1, ArcGIS Server no longer uses the SOM and SOC. At 10.0, you had to manage accounts for each, but at 10.1 SP1 and 10.2.x you only have to manage one account. This is the ArcGIS Server account (default name assigned is arcgis), which runs the ArcGIS Server process service. This service enables the hosting of GIS services. This is the account that can now be used as the impersonate user. IMPORTANT: Given the SOE or REST Services are being utilized instead of the Geodata Service, which required a local connection, there is no need to have the impersonate user reside on both the server running ArcGIS Server and the (application) server running Server AMS/PLL in a distributed environment. The user being referenced as the impersonate user in the installer in this scenario just needs to be a valid account (local or domain) with access to the application server and be placed in the IIS_IUSRS group to gain access to the folders used in printing and the asp.net temp files. Enter the impersonate user password and confirm it. 10. If desired, click on the Optional tab. In the Password recovery email settings section, enter the email account information to enable password recovery email functionality. The Idle Timeout, Session Timeout, and Forms Timeout settings are set to recommended values of 60, 60, and 480 minutes but can be changed if desired. The Session Timeout and Forms Timeout are stored in the Web.config file and the Idle Timeout corresponds to the CityworksAppPool in IIS. If desired, enter a year in the Cityworks Analytics Minimum Year field. This value should correspond with the earliest date that records are present in the REQUEST, WORKORDER, and INSPECTION tables (canned or otherwise various other tables are involved). Please only change this value if you have records earlier than 2000, as it will default to 2000 if left blank. 8 Section 2: Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

11. Click Next. There are two options for activating your license key: Online or Offline. Online is the preferred method, while Offline is only used in rare cases when a site is unable to reach the authorization servers that Azteca Systems uses. Please note that this is usually caused by a proxy server being involved with Internet access at the site. See Offline Activation for more information. 12. Select Online to activate the license key. 13. Enter the License Key number and click Activate. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 2: Installation 9

14. When the license information has been retrieved and displays in the License Status section, click Next. 15. Verify that the site information is correct in the Install Review section and click Install. 10 Section 2: Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

You will be asked if you want to proceed with the website creation. 16. Click Yes. A box with a status bar displays while the virtual application is being created. This could take several minutes. Once the installation is complete, a message box will indicate that DB Manager needs to run and will now open. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 2: Installation 11

17. 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: If you are upgrading an existing database to 2014, it is very important that you read and follow Knowledge Base article 11674: Upgrading existing Cityworks databases to 2014. 18. Select either SQL Server or Oracle. 19. Enter the azteca user s password in the first text box. 20. Select the server instance and Cityworks database from the drop-down lists. 21. 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. 12 Section 2: Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

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 from the Cityworks database. 22. 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. 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. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 2: Installation 13

23. If desired, make sure to install the SOE to match your Server AMS/PLL build following the steps in Knowledge Base article #10633 Installing and Configuring the SOE Service for Server AMS/PLL. NOTE: If you need to manually open DB Manager, it can accessed under \inetpub\wwwroot\<site_name>\databasemanager\cityworks.databasemanager.exe. Offline Activation There are rare cases when offline activation is necessary because a site is unable to reach the authorization servers that Azteca Systems uses. This is usually caused by a proxy server being involved with Internet access at the site. If you find that you need to do an offline activation, follow these steps to complete it: 1. Enter the License Key and click Select Location. A dialog box will open that allows you to specify where to save the text file that contains site-specific codes needed to activate your license. 2. Save the text file. A window will display the site details. 14 Section 2: Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

3. Click Install. 4. When asked if you want to proceed with the website creation and database update, click Yes. A status bar displays while the virtual application is being created and the database is being updated. Based on the Cityworks database size, this will likely take several minutes. When finished, you will be instructed to contact Azteca Systems to complete the activation. 5. Click OK. Create Domain Administrator Login The next step is to create a domain administrator login. 1. Open Mozilla Firefox and navigate to either http://<host>/<site_name> or http://<host>/<site_name>/login.aspx. You will be redirected to http://localhost/<site_name>/setup.aspx. 2. Enter a First Name, Last Name, Email, Password, and Confirm (the password). 3. Enter a Question and Answer to be used to access the account to recover a password, among other operations. 4. Enter a Username if you wish for the user name to be something other than the Email value specified. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 2: Installation 15

5. Click Create user. A confirmation message appears. 6. Click Go to login page. You will be taken to the Server AMS/PLL login page, where you can login as the Cityworks administrator you just created. Once you log in, you will have access to the Inbox, Designer, and PLL Admin pages. Also, a new domain named Default will be present. 16 Section 2: Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

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 on the Designer page. 2. Navigate to Preferences > Map. 3. 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. 4. Make sure the GIS Model field is set to Rest since the default for a new site is Geodata. NOTE: The REST or SOE (Server Object Extension) option is used for 10.1, 10.2, and 10.2.1. The GEODATA option is used for 10.0 SP5 with the Geodata Service. The SOE option is chosen when a user wishes to bypass searching through the REST (map services). This is needed if using Windows Authentication in ArcGIS Server (nothing to do with Server AMS/PLL site) for non-map GIS interactions (e.g., GIS Search) or if using a main map service that has at least 100 to 200 layers with numerous domain fields, as Esri has a limitation to the number of domains that can be read via the REST. 5. If desired, change the Default Map Starting Position from Maximized (default) to Split Window or Minimized. 6. Navigate to GIS > Services. 7. Click the Add button in the Service Groups list, enter a Description, and click Add. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 3: Configuration 17

8. 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 MAPSERVICEID field populated). 9. 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) 18 Section 3: Configuration Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

Geocode Service Geometry Service SOE Service The SOE Service only needs to be defined if working with related assets, Equipment Change Out, and interactions with assets not present in the map services. 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 (http://<host>/arcgis/rest/services/geometry/geometryserver if accessing the server from another machine, or http://localhost/arcgis/rest/services/geometry/geometryserver 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, geometry, or SOE 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, http://localhost/arcgis/rest/services/main/mapserver will only work when on the actual machine hosting the service, whereas http://<host>/arcgis/rest/services/main/mapserver 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. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 3: Configuration 19

WEBMAP: Select when Esri s webmap has been utilized to publish data to ArcGIS Online. 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. 20 Section 3: Configuration Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

Set up the Site Menu Follow these steps to set up the site menu for your new 2014 site: 1. In Designer, either click Menu from the General tab or click Site Menu from the Home tab. NOTE: The first user created will be added to two created roles, AMS and PLL. These roles will have rights to the default pages created: Inbox, Designer, and PLL Admin. Please modify the roles and corresponding permissions to match your needs. From here, additional tabs can be added to the website. See Site Menu in the Designer 2014 documentation for more information. 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. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 3: Configuration 21

Section 4: Public Site Installation Follow these steps to install 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 checkmarks display. 3. Click Continue. The main window displays. 22 Section 4: Public Site Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

4. Select Public Site and click Next. 5. Select the Web Site under which the PLL Online Access portal will be installed, in this case the Default Web Site option. 6. Give the virtual application a new Alias. 7. In the Install Location field, specify the physical path where the PLL Online Access portal files will be housed if the path is different from what is shown. NOTE: The Default Web Site or the default directory from which the PLL Online Access portal 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 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 portal involved. 8. Click Next. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 4: Public Site Installation 23

9. Enter the address for the Server PLL site in the Service URL. The installer will give an example to assist. 10. Enter the Service User Name and Service Password for 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 Install. 24 Section 4: Public Site Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

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 in order to have access to the Licensing page. Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Section 4: Public Site Installation 25

The URL for PLL Online Access is http(s)://<host>/<site_alias>/template/login.aspx. 26 Section 4: Public Site Installation Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide

Index C compatibility 1 Crystal Reports 1 D DB Manager 5 G GIS services 17 I IIS 1 impersonate user 5 L Licensing 20 M Microsoft.NET 4.5 Framework 1 Mozilla Firefox 1 O offline activation 14 online activation 5 Oracle 1, 5 P prerequisites 1, 5, 22 S SQL Server 1, 5 W Web Adaptor 1, 17 Windows Server 1 Server AMS/PLL 2014 SP1 for ArcGIS 10.1 SP1 & 10.2.x Install Guide Index 27