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Configuring Geocortex Analytics to monitor a new Portal for ArcGIS instance [Geocortex Tech Tip]

Geocortex Analytics helps you get a complete picture of your GIS infrastructure; you can ensure peak performance, keep your users happy, and avoid interruptions. For many of us, Portal for ArcGIS is a critical piece of the GIS environment, and one that we want to monitor.

In this Geocortex Tech Tip, Aaron Oxley shows you how to configure Geocortex Analytics to monitor a new Portal for ArcGIS instance.

Watch on YouTube

 

Video Transcript

“Hi, my name is Aaron Oxley. I’m a Product Support Analyst at Latitude Geographics and in this video I’ll be explaining how to configure Geocortex Analytics to monitor your Portal for ArcGIS.

Once you're logged in and looking at the summary page in your Geocortex Analytics reports, click the “configuration” link in the top right corner. And that will take us to the configuration overview page, and we can see to add a new resource, we need to click “add resource” in the bottom of the resource list. Let’s go there.

Portal for ArcGIS is what we’re after. As you can see, there’s not a lot of configuration required. The first thing that we need is a name. This is what’s going to show up in reports, alarm emails, and texts. I like to use the name of the server where the portal is hosted, even if you only have one portal, it’s a good naming convention in case your environment grows in the future.

In the next field, you’ll need the URL to your Portal for ArcGIS. You can see there’s an example here; the default URL is “servername/arcgis”, but if you aren’t sure about what to put here you can confirm the correct URL by testing in a browser.

I’d like to do that, so let’s open a new tab and load up our portal. We can see this is our portal, so we know the URL is correct. Let’s copy it and take note of the protocol. We can see here that it is HTTPS. We’ll paste the URL and toggle the protocol field to HTTPs.

Now lastly, because your Portal for ArcGIS is secured, you need to enter credentials, and they need to be from an administrator account. There’s five options here. First one is token, and if your portal uses token authentication it’s very straightforward: just enter a username and password for an administrator and click save.

The next option -- OAUTH2 -- is certainly the most common, and it’s also Esri’s recommended methodology for user sign in. We see a message here that we’re going to need an app that has this redirect URI. We’re also going to need an app ID, an app secret, and lastly, we see a message letting us know that we are still going to need to provide administrative credentials.

So, let’s go and get this app created: come over to your portal and click “content” in the top. Under my content, click on “add item” and select an application. In here, we’ll select an application again and enter a title, and some tags. If we click “add item” that will create our application, and we can see it there.

Under the “settings” tab, near the bottom, there’s a registered info button. If we click that button, and then click the update” button, we can enter a redirect URI. If you remember from the configuration page here, we have the redirect URI specified. We can copy that and paste into here. Click the “add” button and it shows up in the list below, click the “update” button and it’s all set.

Now lastly, before we go back to the configuration in Geocortex Analytics, we need the app ID and app secret. Go ahead and copy the app ID, paste into the corresponding field in Geocortex Analytics. Same thing with the app secret. That’s all there is to it. We can now click “save” and we should be prompted to sign into ArcGIS Enterprise.

So, this has now taken us to Portal for ArcGIS. These are administrative credentials for portal, so this is an account that has administrator access. “Sign in” brings us up to “Save Successful” and we can see that it was saved successfully.

The third option for authentication types is good old Windows authentication, and it really is as simple as entering username, password, domain, and clicking save. As with the other types, this does need to have full administrative access.

And the last two options are just combinations of the previous three in case your portal is configured with two layers of security. But the procedure is the same. Just follow the exact same steps as for these ones above. And that’s all there is to it.

Once again, my name is Aaron Oxley, I hope this video was helpful. Thanks for watching!”

To learn more about how Geocortex Analytics can help you get a better understanding of the performance of your GIS, please get in touch and we'd be happy to take you on a tour of the product.