Portal for ArcGIS Installation Guide - About upgrading Portal for ArcGIS

Note:

This topic only applies to 10.2.1 and later versions.

This topic discusses considerations and answers common questions about upgrading a Portal for ArcGIS deployment to 10.2.2. You should carefully review the information below before upgrading.

Note:

When upgrading Portal for ArcGIS 10.2.1 to 10.2.2, the setting that enables or disables automatic account creation is not preserved; automatic account creation is disabled after upgrading. This is unintended behavior and will be addressed in a future software release. If you enabled automatic account creation at 10.2.1, you can resolve this issue by immediately re-enabling the setting after upgrading to 10.2.2. For full instructions, see Automatic registration of enterprise accounts.

Common considerations

Portal for ArcGIS users prior to 10.2

Migration to Portal for ArcGIS 10.2.2 from a pre-10.2 version is only supported through an Esri Professional Services engagement.

Portal for ArcGIS 10.2 users

The Portal for ArcGIS 10.2.2 setup is designed to detect and upgrade an existing installation of Portal for ArcGIS. For full instructions, see Upgrading Portal for ArcGIS. The remainder of this section addresses common questions about upgrading to Portal for ArcGIS 10.2.2.

Common questions

What is the order for upgrading my Portal for ArcGIS deployment to 10.2.2?

Your deployment of Portal for ArcGIS and the ArcGIS Web Adaptor may also include a federated ArcGIS Server site with one or more Web Adaptors. The order in which you should upgrade each of these software components depends on if the software is installed on a single machine or spread out among multiple machines. To learn more about how a federated ArcGIS Server site works with Portal for ArcGIS, see About using your server with Portal for ArcGIS.

If you have registered items in your portal from a non-federated ArcGIS Server site, you do not have to upgrade the site to 10.2.2 in order to use the site's services with your portal. Services from previous versions of ArcGIS Server can be consumed by Portal for ArcGIS 10.2.2.

If all of the ArcGIS components are installed on a single machine

If your deployment is installed on a single machine, the recommended procedure for upgrading is:

Steps:

Stop your portal and GIS server by accessing the Windows Services panel and manually stopping the Portal for ArcGIS and ArcGIS Server services.
Back up any customization you've configured for your portal, such as properties you've modified in config.js to display social media links in the portal website, remove the account sign-up page in the portal website, or disable web searches on your portal's content. If you've heavily customized the previous version of your portal, it is recommended that you install 10.2.2 on a separate machine and prototype your portal upgrade.
Note:
Your services, site information, and security settings are all preserved when upgrading and do not need to be backed up. General settings you've edited through the portal website, such as adding your organization's logo and name to the website, are preserved when upgrading.
Uninstall the ArcGIS Web Adaptor. If there are separate Web Adaptors for your portal and server, uninstall both. For full instructions, see the topics below:
- To uninstall the Web Adaptor that you are using with your portal, see the uninstallation topic for IIS, Java (Windows), or Java (Linux).
- To uninstall the Web Adaptor that you are using with ArcGIS Server, see the uninstallation topic for IIS, Java (Windows), or Java (Linux).
Upgrade Portal for ArcGIS to 10.2.2 by running the Portal for ArcGIS 10.2.2 setup. There is no need for you to uninstall and reinstall. The setup will upgrade your existing portal to 10.2.2 and restart the Portal for ArcGIS service. Depending on the number of users and volume of content in your portal, it will take some time for the upgrade to complete. Do not interrupt the upgrade process. For full instructions, see Upgrading a previous version of Portal for ArcGIS.
Note:
If your portal's content directory is on a shared network directory, you will need to perform some additional steps to upgrade and reuse your content from the previous version. See Reusing an existing content directory for full instructions. Once you have upgraded your portal and configured it to reuse your existing content, proceed with the steps below.
When the portal upgrade completes, the portal website will open in a browser window. At this time, clear your browser's cache (including cookies). Information left over in the cache from the previous version of the website may cause the website to display incorrectly and you may not be able to log in. It is recommended that you clear the cache (including cookies) on all browsers that will be viewing the upgraded portal website.
Verify that you can log in to the portal website with an account that has administrator privileges. The URL to the website is formatted https://portal.domain.com:7443/arcgis/home. Do not attempt to use the Web Adaptor URL to your portal; it will be inaccessible since the Web Adaptor has been uninstalled.
Note:
You may notice that some portal items from your federated site appear unavailable or are missing metadata. This is because ArcGIS Server is currently stopped. The items will be available after you upgrade ArcGIS Server in the steps below.
Install the Web Adaptor that will be used with your portal. For full instructions, see the installation topic for IIS, Java (Windows), Java (Linux).
Configure the Web Adaptor with your portal. For full instructions, see the configuring topic for IIS, Java (Windows), or Java (Linux).
Open the ArcGIS Portal Directory and log in with an account that has administrator privileges. The URL is formatted https://portal.domain.com:7443/arcgis/portaladmin.
Click System > Indexer > Reindex.
Click the Mode drop down list and select Full.
Click Reindex. Depending on the number of users and volume of content in your portal, it will take some time for the reindex to complete. Do not interrupt the reindex process. You can monitor the indexing status by navigating to System > Indexer > Get Index Status and refreshing the page. When the Store and Index values are equal, reindexing is complete.
Verify that you can log in to the portal website through the Web Adaptor URL with an account that has administrator privileges. The URL is formatted https://webadaptor.domain.com/arcgis/home.
Upgrade ArcGIS for Server to 10.2.2. There is no need for you to uninstall and reinstall. The setup will upgrade your existing server to 10.2.2 and restart the ArcGIS Server service. For full instructions, see Upgrading a previous version of ArcGIS for Server.
When the server upgrade completes, verify that you can log in to ArcGIS Server Manager with an account that has administrator privileges. The URL to Manager is formatted http://gisserver.domain.com:6080/arcgis/manager.
If you were previously using a Web Adaptor with ArcGIS Server, reinstall the Web Adaptor. For full instructions, see the installation topic for IIS, Java (Windows), or Java (Linux).
Configure the Web Adaptor with your server. For full instructions, see the configuring topic for IIS, Java (Windows), or Java (Linux).
Verify that you can access the ArcGIS Server Services Directory through the Web Adaptor URL. The URL is formatted http://webadaptor.domain.com/arcgis/rest/services.
Restore any customization you previously configured for your portal. When restoring your portal customizations in 10.2.2, it is recommended that you do not replace the files you modified in the previous version in 10.2.2. This may adversely affect your 10.2.2 deployment. You'll need to open each file at 10.2.2 and manually re-add your custom behavior from the previous version.

If the ArcGIS components are installed on multiple machines

If your deployment is spread across multiple machines, the recommended procedure for upgrading is:

Steps:

Log in to the machine hosting Portal for ArcGIS and stop the portal by accessing the Windows Services panel and manually stopping the Portal for ArcGIS service.
Back up any customization you've configured for your portal, such as properties you've modified in config.js to display social media links in the portal website, remove the account sign-up page in the portal website, or disable web searches on your portal's content. If you've heavily customized the previous version of your portal, it is recommended that you install 10.2.2 on a separate machine and prototype your portal upgrade.
Note:
Your services, site information, and security settings are all preserved when upgrading and do not need to be backed up. General settings you've edited through the portal website, such as adding your organization's logo and name to the website, are preserved when upgrading.
Log in to the machine hosting the Web Adaptor you are using with your portal and uninstall the Web Adaptor. For full instructions, see the uninstallation topic for IIS, Java (Windows), or Java (Linux).
Upgrade Portal for ArcGIS to 10.2.2 by running the Portal for ArcGIS 10.2.2 setup. There is no need for you to uninstall and reinstall. The setup will upgrade your existing portal to 10.2.2 and restart the Portal for ArcGIS service. Depending on the number of users and volume of content in your portal, it will take some time for the upgrade to complete. Do not interrupt the upgrade process. For full instructions, see Upgrading a previous version of Portal for ArcGIS.
Note:
If your portal's content directory is on a shared network directory, you will need to perform some additional steps to upgrade and reuse your content from the previous version. See Reusing an existing content directory for full instructions. Once you have upgraded your portal and configured it to reuse your existing content, proceed with the steps below.
When the portal upgrade completes, the portal website will open in a browser window. At this time, clear your browser's cache (including cookies). Information left over in the cache from the previous version of the website may cause the website to display incorrectly and you may not be able to log in. It is recommended that you clear the cache (including cookies) on all browsers that will be viewing the upgraded portal website.
Verify that you can log in to the portal website with an account that has administrator privileges. The URL to the website is formatted https://portal.domain.com:7443/arcgis/home. Do not attempt to use the Web Adaptor URL to your portal; it will be inaccessible since the Web Adaptor has been uninstalled.
Note:
You may notice that some portal items from your federated site appear unavailable or are missing metadata. This is because ArcGIS Server is currently stopped. The items will be available after you upgrade ArcGIS Server in the steps below.
Install the Web Adaptor that will be used with your portal. For full instructions, see the installation topic for IIS, Java (Windows), Java (Linux).
Configure the Web Adaptor with your portal. For full instructions, see the configuring topic for IIS, Java (Windows), or Java (Linux).
Open the ArcGIS Portal Directory and log in with an account that has administrator privileges. The URL is formatted https://portal.domain.com:7443/arcgis/portaladmin.
Click System > Indexer > Reindex.
Click the Mode drop down list and select Full.
Click Reindex. Depending on the number of users and volume of content in your portal, it will take some time for the reindex to complete. Do not interrupt the reindex process. You can monitor the indexing status by navigating to System > Indexer > Get Index Status and refreshing the page. When the Store and Index values are equal, reindexing is complete.
Verify that you can log in to the portal website through the Web Adaptor URL with an account that has administrator privileges. The URL is formatted https://webadaptor.domain.com/arcgis/home.
Log in to the machine hosting ArcGIS Server and stop the server by accessing the Windows Services panel and manually stopping the ArcGIS Server service.
If you are using a Web Adaptor with your server, log in to the machine hosting the Web Adaptor and uninstall the Web Adaptor. For full instructions, see the uninstallation topic for IIS, Java (Windows), or Java (Linux).
Upgrade ArcGIS for Server to 10.2.2. There is no need for you to uninstall and reinstall. The setup will upgrade your existing server to 10.2.2 and restart the ArcGIS Server service. For full instructions, see Upgrading a previous version of ArcGIS for Server.
When the server upgrade completes, verify that you can log in to ArcGIS Server Manager with an account that has administrator privileges. The URL to Manager is formatted http://gisserver.domain.com:6080/arcgis/manager.
If you were previously using a Web Adaptor with ArcGIS Server, reinstall the Web Adaptor. For full instructions, see the installation topic for IIS, Java (Windows), or Java (Linux).
Configure the Web Adaptor with your server. For full instructions, see the configuring topic for IIS, Java (Windows), or Java (Linux).
Verify that you can access the ArcGIS Server Services Directory through the Web Adaptor URL. The URL is formatted http://webadaptor.domain.com/arcgis/rest/services.
Restore any customization you previously configured for your portal. When restoring your portal customizations in 10.2.2, it is recommended that you do not replace the files you modified in the previous version in 10.2.2. This may adversely affect your 10.2.2 deployment. You'll need to open each file at 10.2.2 and manually re-add your custom behavior from the previous version.

After upgrading to 10.2.2, the portal website does not display correctly or displays an error message. What's wrong?

If you notice that the portal website does not display correctly or displays an error message in your browser after upgrading to 10.2.2, you likely need to clear your browser's cache (including cookies). If clearing your browser's cache doesn't resolve the issues, please review the other common questions in this topic.

After upgrading to 10.2.2, I don't see all of my items, groups, and users in my portal. What's going on?

If you notice that all of your items, groups, and users are not available in the portal after upgrading to 10.2.2, you may need to reindex your portal. For full instructions, refer to the answer to What is the order for upgrading my Portal for ArcGIS deployment to 10.2.2?

When I access the portal website after installing 10.2.2, I see a software authorization error stating that number of registered members in the portal exceeds the maximum number that the portal has been licensed for. How do I resolve this issue?

In Portal for ArcGIS 10.2.1 and later versions, the portal's named user licensing model is enforced. You will no longer be able to add more members into your portal than what it is currently licensed for. If the number of members your portal is licensed for is exceeded at 10.2.2, you will see a software authorization error message when accessing the portal website with an account that has administrative privileges. Additionally, users will not be able to create new accounts and members with user or publisher privileges will not be able to sign in to the portal. See Enforcement of named user licensing to learn more about how to resolve these issues.

Do I need to uninstall my previous version of Portal for ArcGIS before installing Portal for ArcGIS 10.2.2?

No. If you have a previous version of Portal for ArcGIS installed, the setup will automatically upgrade it to 10.2.2. You can also install Portal for ArcGIS 10.2.2 without having a previous version of Portal for ArcGIS installed on your machine.

Do I need to reauthorize when upgrading to 10.2.2?

No. Your previous authorization will be preserved and reconfigured for use in 10.2.2.

Do the ArcGIS Web Adaptor and Portal for ArcGIS product versions need to be in sync?

Yes. You cannot configure a previous version of the ArcGIS Web Adaptor to work with Portal for ArcGIS 10.2.2. The Web Adaptor version must always match the installed version of Portal for ArcGIS.

If you cannot update your current Web Adaptor, you can alternatively install a 10.2.2 version of the ArcGIS Web Adaptor alongside your previous version on the same machine. For example, you can retain your 10.1 SP1 version of the Web Adaptor and install 10.2.2 on the same web server.

For full instructions, see the following topics:

If I've federated ArcGIS Server with my portal, can I continue to use my federated ArcGIS 10.2 or 10.2.1 for Server site with Portal for ArcGIS 10.2.2?

No. For your portal deployment to function correctly, your portal and ArcGIS Server versions need to be the same. If the ArcGIS Server site you've federated with the portal includes multiple machines, you can upgrade your GIS servers at the same time or sequentially. If you have ArcGIS Web Adaptors configured with your ArcGIS Server site, you will also need to update the Web Adaptors to the same version as ArcGIS Server.

I can't log in to the portal website after installing Portal for ArcGIS 10.2.2. What do I do?

If you are experiencing issues logging in to the portal website after installing the latest software update, you may need to clear your browser's cache (including cookies) to log in. This is typically due to leftover information from the previous version of the website being cached in the browser. Before clearing your browser's cache (including cookies), make sure you are attempting to log in with an account that has administrative privileges to your portal.

How do I upgrade Portal for ArcGIS if my content directory is on a shared network directory?

If your portal's content directory is in a shared network directory, you will not be able to specify it when upgrading. This is because the Portal for ArcGIS service is configured to run under Windows' native Local System account by default. The Local System account cannot access network locations.

Instead, you can configure your portal to use the existing content directory after the upgrade has completed. For full instructions, see Reusing an existing content directory.

If you've already upgraded Portal for ArcGIS and created the initial administrator account, you'll need to perform the following steps to reuse your content from the previous version.

Steps:

In Windows, go to Control Panel > Administrative Tools and open Services.
In the services list, right-click Portal for ArcGIS and select Properties.
On the General tab, click Stop.
Click the Log On tab and select This account: from the log on as options.
Enter the account name and password that you want to use. You can click Browse to specify the account that you want to use from the Select User dialog box. The account you select must have full control permissions to the shared network directory where the existing content is stored. Once you have specified the account name and password, click Apply.
Grant the Portal for ArcGIS account full control permissions to the portal's installation directory. The default location is C:\Program Files\ArcGIS\Portal.
In a text editor, open the file <Portal for ArcGIS installation directory>\framework\etc\portal-config.properties.
Set the dir.data property to the path of the shared network directory that contains the content from the previous version. Use the forward slash (/) as the directory delimiter (for example: data.dir=//portaldev/arcgisportal).

Remove the following properties from the file:

dir.content = C:\\arcgisportal\\content
dir.index = C:\\arcgisportal\\index
dir.db = C:\\arcgisportal\\db
dir.tmp = C:\\arcgisportal\\temp
dir.logs = C:\\arcgisportal\\logs

Save the file and close the text editor.
Browse to the <Portal for ArcGIS installation directory>\framework\etc directory and delete the config-store-connection.json file.
In the Windows Services console, click the General tab and start the Portal for ArcGIS service.
Open a browser window and clear your browser's cache (including cookies).
Remaining in the browser window, enter the URL to the portal website and click Sign In. The URL is formatted https://portal.domain.com:7443/arcgis/home.
Specify the user name, password, email, and identity question and answer of the initial administrator account and click Create. Depending on the number of users and volume of content in your portal, it will take some time for the account to be created. Do not interrupt the account creation process.
Open the ArcGIS Portal Directory and log in with an account that has administrator privileges. The URL is formatted https://portal.domain.com:7443/arcgis/portaladmin.
Click System > Indexer > Reindex.
Click the Mode drop down list and select Full.
Click Reindex. Depending on the number of users and volume of content in your portal, it will take some time for the reindex to complete. Do not interrupt the reindex process. You can monitor the indexing status by navigating to System > Indexer > Get Index Status and refreshing the page. When the Store and Index values are equal, reindexing is complete.

Your portal is now using the existing content in the shared network directory. If you haven't done so already, it is recommended that you install and configure the ArcGIS Web Adaptor with your portal. For full instructions, see the installation topic for IIS, Java (Windows), Java (Linux).

12/18/2014