moving from arcgis server to arcgis enterprise · things to know before migrating essential...

Moving from ArcGIS Server to ArcGIS EnterpriseShannon Kalisky

Why Move?

• Latest innovations, enhancements, bug fixes, etc.

• Integrated with the ArcGIS Platform

- ArcGIS Pro

• Web GIS

- More than services and REST endpoints

- Apps

- Distributed collaboration

• Advanced analytics

- GeoAnalytics

- Raster Analytics (Image Server)

• User licensing is no longer an obstacle

- Level 1 Viewers included with ArcGIS Enterprise Standard/Advanced

Use of standalone ArcGIS Server is not going away

but (almost) all new functionality will be developed for ArcGIS Enterprise

Things to know before migrating

Essential Background Information

GIS Server Image Server GeoEvent Server

Business Analyst Server GeoAnalytics Server

Server roles are applied through licensing and define the capabilities of ArcGIS Server.

GIS Server Image Server GeoEvent Server

Business Analyst Server GeoAnalytics Server

Spatial analysis Image analysis Real-time analysis

BI and location intelligence

Big data

ArcGIS Enterprise software components

• ArcGIS Enterprise is made up of 4 software components:

ArcGIS Server Portal for ArcGIS ArcGIS Data Store ArcGIS Web Adaptor

Serves content and powers

analysis

Enables Web GIS Stores data Enables easy access

ArcGIS Enterprise software components

• To get started these software components must be installed, authorized, and configured together to create a base ArcGIS Enterprise deployment.

ArcGIS Server

Portal for ArcGIS

ArcGIS Data Store

ArcGIS Web Adaptor

ArcGIS Web Adaptor

Key conceptHosting server

• The hosting server is what is used to serve hosted layers

- Hosted services

• Hosting server requirements:

- GIS Server role

- ArcGIS Data Store is the registered managed database

- Has been designated as the hosting server within the portal

• Only 1 hosting server site per ArcGIS Enterprise deployment

Designating the hosting server

• To complete the base deployment an ArcGIS Server site must be designated as hosting server

ArcGIS ServerHosting server

Portal for ArcGIS

ArcGIS Data Store

ArcGIS Web Adaptor

ArcGIS Web Adaptor

Adding server roles

ArcGIS Server

Portal for ArcGIS

ArcGIS Data Store

ArcGIS Web Adaptor

All servers are federated with the portal

ArcGIS Web Adaptor

GIS

Image

GeoAnalytics

GeoEvent

Business Analyst

federation

Server roles

Federation is the process of establishing a trust relationship between ArcGIS Server and the portal.

After you federate security is set in the portal, not the server.

Security now set at the portal rather than at the server.

This is the ArcGIS Enterprise security model

Planning to migrate your security settings

Active

Directory

GroupsServer

foldersArcGIS

Server

Services, maps,

and apps

Server security model

Recreating server security hierarchy with Enterprise groups

Active

Directory

Groups

Portal

Groups

ArcGIS Server

federated with

the portalLayers, maps,

and apps

Enterprise security model

Enable

Enterprise

groups

Typical deployment architecture

Standalone ArcGIS Server

ArcGIS Enterprise

ArcGIS Web Adaptor

ArcGIS Server

(portal)

(hosting server)

(Enterprise portal)

ArcGIS Web Adaptor

ArcGIS Server

ArcGIS Data Store(relational + tile cache)

ArcGIS Web Adaptor

(server)

Portal for ArcGIS

Before you migrate keep in mind:

• There are no tools that will automatically move your current security settings.

• Services/Content• Users

• To access secured content a user must have an identity within the ArcGIS Enterprise deployment

• Level 1 or Level 2• But you can still offer anonymous access by sharing content

with everyone

How to migrate ArcGIS Server to ArcGIS Enterprise

3 Migration Options

ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

BEFORE –Typical standalone server deployment

Portal for ArcGIS

ArcGIS Server


ArcGIS Web Adaptor

ArcGIS Web Adaptor

(server)

(portal)

(hosting server)

(Enterprise portal)7080 & 7443

6080 & 6443

AFTER –Base ArcGIS Enterprise

deployment (min.)

Remember:

ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

BEFORE

Portal for ArcGIS

ArcGIS Server


ArcGIS Web Adaptor

ArcGIS Web Adaptor

(server)

(portal)

(hosting server)


6080 & 6443

AFTER

A blue icon means that the software component/infrastructure existed prior to the migration.

EXAMPLE MIGRATION DIAGRAM

Option 1

Repurpose current deployment

Upgrade current ArcGIS Server site and use it within the base deployment.

Diagram

Step 1: Upgrade original ArcGIS Server and ArcGIS Web Adaptor

Step 2: Install and configure the remaining components of the base deployment

BEFORE

ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

AFTER

Portal for ArcGIS

ArcGIS ServerArcGIS Web Adaptor

(portal)


ArcGIS Web Adaptor

(server)(hosting server)


6080 & 6443

Notes on Option 1

• End result can be a single or multi-machine base deployment

• ArcGIS Server is both hosting server and GIS server – no workload separation

Benefits:

• Use the same infrastructure

• No need to republish services

• Service URLs do not change

Ideal for:

• Migrating simple standalone ArcGIS Server deployments

Notes on Option 1

Considerations:

• Current infrastructure may not be adequate

• Installation and configuration of the base deployment is likely to be done by hand

• Future upgrades will require manual installation

Take away:

• Requires less upfront work, but will require more administrative work down the road.

Option 2

Start from scratch

Create a completely new base ArcGIS Enterprise deployment.

Diagram

Step 1: Install and configure a new base deployment

Run both deployments side by side

during migration.

(up to 6 months)ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

Portal for ArcGIS

ArcGIS Server


ArcGIS Web Adaptor

ArcGIS Web Adaptor

(server)

(portal)

(hosting server)


6080 & 6443

Diagram

Portal for ArcGIS

ArcGIS Server


ArcGIS Web Adaptor

ArcGIS Web Adaptor

(server)

(portal)

(hosting server)


6080 & 6443

ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

Step 2: Republish services to the new ArcGIS Enterprise deployment.

Diagram

Portal for ArcGIS

ArcGIS Server


ArcGIS Web Adaptor

ArcGIS Web Adaptor

(server)

(portal)

(hosting server)


6080 & 6443

Step 3: Take down the standalone ArcGIS Server deployment.

ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

Notes on Option 2

• End result can be a single or multi-machine base deployment

• ArcGIS Server is both hosting server and GIS server – no workload separation

• Run both deployments side by side for up to 6 months during migration

Benefits

• Can use automation tools to install, configure, and upgrade

• More gradual migration

• Opportunity to prioritize cleaning up their deployments

Notes on Option 2

Ideal for:

• Multi-machine ArcGIS Server sites

• Custom deployments

• Organizations that want to be able to use deployment automation tools

• Simple deployments that want to start fresh

• Organizations that want to move from an on-premises deployment to a cloud deployment

Notes on Option 2

Considerations:

• Services must be republished

• Service URLs will change

• Can use automation tools to install, configure, and upgrade

- Less administrative overhead in the future

Take away:

More work upfront to migrate, however the end result is infrastructure optimized for ArcGIS Enterprise and because automation tools can be used there is less administrative work down the road.

Option 1 and Option 2 deliver the same end result (a base ArcGIS Enterprise deployment), however many organizations will be more satisfied if they choose Option 2.

Why option 2 is more favorable:

• Optimized infrastructure

• Thoughtful service migration

• The ability to automate installation, configuration, and future upgrades

Option 3

Add a base ArcGIS Enterprise deployment.

Setup a new base deployment. The existing ArcGIS Server site gets upgraded and federated to the ArcGIS

Enterprise deployment.

Diagram

BEFORE AFTER

Step 1: Upgrade original ArcGIS Server and ArcGIS Web Adaptor

Step 2: Stand up a new base deployment

Step 3: Federate original ArcGIS Server site to the base deployment

ArcGIS Server

ArcGIS Web Adaptor

6080 & 6443

ArcGIS Web Adaptor

ArcGIS Web Adaptor

(server)

(portal)

7080 & 7443

6080 & 6443

Notes on Option 3

• Creates a multi-machine deployment

Benefits:

• Service URLs do not change for federated ArcGIS Server site

• Workload separation is enforced

Ideal for:

• Most scenarios

Notes on Option 3

Considerations:

• Must purchase additional ArcGIS GIS Server cores

Take away:

While option epitomizes ArcGIS Enterprise architectural best practices because it enforces workload separation, it does require the organization to add more cores and infrastructure to their overall GIS implementation.

How to migrate your existing services

Diving deeper

Understanding content types: Hosted vs. Non-Hosted

Awesome Feature Layer

Enterprise geodatabase(or other registered data

source)

ArcGIS Data Store




source)

ArcGIS Data Store

Non-hosted




source)

ArcGIS Data Store

Hosted



ArcGIS Data Store

Hosted

Item Details page

Content page

After you federate

• Corresponding layer items will be created in the portal for each of your services

• These layers are owned by the admin that completed the federation and are not yet accessible to anyone in the organization

• You need to share these items to the organization or to specific groups in order for others to access the content

• Sharing with everyone will enable anonymous access on the content

After you federate (cont.)

• Beginning in 10.6.1 – if you delete the item in the portal the underlying service will also be deleted for all service based items - Applies to both hosted and non-hosted items

- Deleting hosted items also deletes the underlying data in the ArcGIS Data Store

- Deleting non-hosted items does not affect the underlying data

• You do not need to move all of your data to the ArcGIS Data Store

- Only use the ArcGIS Data Store for hosted content

- You can continue to register data with your servers as you did prior to federation

Duplicate content

• When you migrate to ArcGIS Enterprise all layer items will be created for all services

- If the same service (or a service with the same name) appears on multiple server sites there will be multiple portal items with the same name.

Sample world cities

Sample world cities

Sample world cities

Sample world cities

Sample world cities

Sample world cities

Common misconceptions

• You cannot publish to a specific folder on a federated server from ArcGIS Pro

- FALSE!

- Simply put a backslash then the folder name at the end of your server path

- In ArcGIS Pro 2.2, there will be new functionality added to the General tab of the Share pane that allows you to designate both a server and portal folder!

Common misconceptions

• You cannot overwrite an existing service using ArcMap or ArcGIS Pro

• FALSE!

- ArcGIS Pro can be used to overwrite services to specific folders

- ArcGIS Pro can be used to overwrite services that were created in ArcMap

Summary

• Standalone ArcGIS Server deployment should be migrated to ArcGIS Enterprise

• Before migrating have basic knowledge of ArcGIS Enterprise and understand new terms and concepts such as federation and hosting server.

• Before migration have a solid understanding of the ArcGIS Enterprise security model.

• There are 3 options for migrating to ArcGIS Enterprise

- There is no wrong option – though some options may be a better fit depending on the organization’s requirements

• Remember, standalone ArcGIS Server is not going away – yet.

Resources

http://www.esri.com/library/whitepapers/migrating-arcgis-server-to-arcgis-enterprise.pdf

Questions?

moving from arcgis server to arcgis enterprise · things to know before migrating essential...

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