Getting started with Portal for ArcGIS
These are the steps you'll follow to get Portal for ArcGIS up and running:
- Verify that your system meets the minimum requirements to install Portal for ArcGIS.
- Modify your firewall to allow communication on the ports used by Portal for ArcGIS.
- Install Portal for ArcGIS.
- Install the ArcGIS Web Adaptor and configure it for use with your portal.
- Open the portal website, log in by defining the initial administrator account, and configure the website.
- Optionally, federate an ArcGIS Server site with your portal and configure a hosting server.
- Create groups, add content, and manage the portal.
Verify that your system meets the minimum requirements
Before you install Portal for ArcGIS, you'll need to verify that your machine meets the minimum system requirements. For more information, see Portal for ArcGIS (Windows) system requirements or Portal for ArcGIS (Linux) system requirements. For the latest system requirements, visit the ArcGIS Resources website.
Modify your firewall to allow communication on the ports used by Portal for ArcGIS
Before installing Portal for ArcGIS, you'll need to modify your firewall settings to allow communication on ports 7080, 7443, 7005, 7099, 7199, and 7654. If these ports are in use by another application, you'll need to change the application to use a different port. For more information, see Ports used by Portal for ArcGIS.
Install Portal for ArcGIS
After installing any prerequisites as detailed in the system requirements, you can begin installing the Portal for ArcGIS software. For full instructions, see Installing Portal for ArcGIS (Windows) or Installing Portal for ArcGIS (Linux).
To learn more about how to integrate Portal for ArcGIS with your other ArcGIS components, see The portal's role in ArcGIS.
Install the ArcGIS Web Adaptor and configure it for use
The ArcGIS Web Adaptor is a required component of Portal for ArcGIS which allows you to integrate your portal with your existing web server and your organization's security mechanisms. You cannot deploy Portal for ArcGIS in your organization without the Web Adaptor. You need to install the Web Adaptor that corresponds to your web server (IIS or Java) and configure it for use with your portal. To get started, see About the ArcGIS Web Adaptor.
Open the portal website and log in
After you install Portal for ArcGIS and configure it with the Web Adaptor, you can access the portal website. Typically, the URL to the website will be formatted like https://webadaptor.domain.com/arcgis/home. For example, if the machine hosting your Web Adaptor is named wa with the domain myorg.net and your Web Adaptor is named gis, the URL is https://wa.myorg.net/gis. At this time, you'll need to define a user name and password to initially log in to the website. This is called the initial administrator account.
Once you've logged in for the first time as the initial administrator account, you can configure the portal website to showcase the geographic information important to your organization. There are options to configure general information, the home page, the gallery, the map, and security. See the topics in the section Configuring the website for instructions.
You should also consider how you'll integrate your organization's security mechanisms with your portal. To learn more, see About securing your portal.
Federate an ArcGIS Server site with your portal and configure a hosting server
If you don't want to maintain separate logins for the server and the portal, you can federate your ArcGIS Server site with Portal for ArcGIS. Optionally, if you want users to be able to publish hosted services to your portal, you can designate one of the federated sites to be the hosting server for your portal.
For full instructions, see Federating an ArcGIS Server site with your portal and Configuring a hosting server for your portal.
Create groups, add content, and manage the portal
Initially, you should create some groups that members can join and add some content they can interact with. For example, you could create some groups that showcase your organization's featured content, basemaps, and templates. This will help users gain an understanding of how the portal works and how to collaborate with others. Eventually, users will create their own groups for managing services and items. To learn more about groups, see Managing groups.
To learn how to add items to the portal or create hosted services, click the Help link at the top of the website and expand the Adding items or Publishing and using hosted services book.
From time to time, you may need to make administrative changes to the users, groups, and content on your portal. For example, when a user leaves your organization you may want to reassign their content and groups to someone else. See the help section Managing users, groups, and content to find instructions for these types of administrative tasks.