In this video we'll walk
through the installation of the PI Integrator
for Esri ArcGIS configuration portal.
The configuration portal
is the web server component
of the PI Integrator for Esri ArcGIS.
And it's used to define map services
and layers which expose the PI assets and
data to the Esri platform. It also functions as
the data server. This component
needs to get installed first. Also, if
you are unfamiliar with the architecture pieces that are
used to connect to the Esri platform and the
data flow, you can watch our architecture full details
video which will familiarize you with the terms
that I'm going to be using in the installation and later
configuration. Before beginning the
installation, the first I want to do is confirm that
this machine that I'm going to be
installing the configuration portal to has the
right operating system. So I can see that the
operating system is Windows Server
2012 R2. And that works because
Windows Server 2012 and higher is supported.
I also have installed the
required server roles and role services.
These requirements can be found in the
user guide, specifically right here in this section.
I have already installed these server roles and role
services.
using server manager,
the add roles and features wizard.
Again,
this is something that I have already done on this
machine.
Those are good.
And the next thing I'm going to do is look under
IIS manager.
And because
IIS was just installed here
under IIS manager, you can see that I only have the
default website. And I just want to let you know that
I'm going to be installing the configuration
portal to the default website.
Last thing I need to check is the
SQL access permissions. The configuration
portal has a database and that database
has to be hosted in the SQL server. And it
has to be hosted in a SQL server that is
2008 R2 or later. So I have the
SQL server and I'm going to take a
look in SQL server management
studio. I'm going to be running the installation under
my cmetzinger user account and
this account in order to do the recommended
Windows authentication to connect to SQL,
will need db creator
and security admin. And this is
just permissions that are needed during the
installation. You can see that I have additional permissions
but that is not required. And the installer
will actually create a login that is specific
for the configuration portal that will have the right permissions
to the portal database. So these two selected
permissions are not needed after the installation
has finished.
Let's get started with the installation. I have downloaded
the install kit from the OSISoft
tech support website. And
the account that I'm logged in
as CMetzinger which we can
see right there. And CMetzinger is
part of the local administrators group on this machine.
And I'm going to be running the installation as the administrator.
You can
hit OK if you want to extract
the setup files to this default path.
I actually want to go ahead and extract
the files to a specific
location. But that's of course up to your preference.
And we'll begin the installation.
The first thing that it's going to ask is
for the destination folder. You can go ahead and
choose the default. If you do happen to have more than
one drive on your machine and you are
separating your applications from your
operating system on different drives, you can go
ahead and change drives right
here. And then you need to select
the IIS website where the
web application will be installed. We saw earlier that I
only have the default website and this is the selection that I'm
going to make here. Next I'll need to fill out
information regarding the SQL
server.
I'm going to leave the database name
as pigeoportal. And I'm
going to use the Windows
integrated authentication to connect to my SQL server.
So that has been validated and I'll go ahead and hit next.
And then install.
And you can see that it has finished
so I'll go ahead and hit finish. I chose not
to launch the configuration portal because
there are actually a couple things in IIS manager that I want to take a look at now.
You can see the pigeoportal
under the default website.
I do want to confirm a couple of things under
authentication.
Right here.
I need to make sure that anonymous authentication and Windows
authentication are enabled.
And I also need to take a look at the bindings
for the website.
So I'll go to edit bindings.
Now the default website is using the
standard ports for the http and https
binding. It is important that the
ports for the website that the
configuration portal is installed to are
open on this machine. I have already taken care of that.
And additionally, I'm now going to go through the
steps to enable secure https
access to the portal. And both
http and https are absolutely
required and the site won't function without
both of them being present.
So here I'm going to keep it at the default port
443 and for the host name I'm going to
use the fully qualified domain name.
And I also need to make sure that I
have a certificate selected
in the SSL certificate field.
SSL validates websites using
certificates and when it's installed,
basically a machine certificate should be created automatically.
And depending on your particular IT policies,
you can use this existing
machine certificate which is what I'm doing or your
IT group may issue you a certificate that is specifically
for your internal portal website.
So if you have a custom certificate, you could select that. I'm
going to be selecting the machine
certificate that's there.
I'll close this.
And then I'm going to browse
to the configuration portal
using this option over here on the right.
And depending on the operating
system, if when trying to
navigate to the portal in Internet Explorer,
you see this type of message -- this page can't be displayed --
you may just need to add the configuration portal to the
trusted websites. I'm going to go ahead and do that
through internet options.
So I'm going to go ahead and
add this to my trusted websites.
I'm going to close Internet Explorer
and let me browse again.
And I just got prompted
for some credentials and I'm going to enter the
credentials of the installing
user.
Now you can see I
was able to successfully open the
configuration portal. And the URL for the configuration
portal you can see is the fully qualified
domain name and then it has this
pigeoportal. And then from there we
are looking under configuration and services
but this is needed for the URL.
You'll also notice that
I'm logged in as the particular
user that I entered the credentials for.
And the reason why I can log into the configuration portal
is because during the installation, there are
specific local Windows groups that
get created and the installing user was
added to those groups. You can take a look at those
groups, I'm going to look through and
go from server manager to tools
and computer management.
And under local users
and groups and groups.
The two groups that got created
during the installation are the
PI geo admins and the PI geo users.
And then the installer user
got added to PI geo admins which is why I can login successfully
to the portal.
So this is the mechanism to add new users and
administrators to the configuration portal. You add them to
these Windows groups. Looking back at the
portal, there is something that is immediately
drawing my attention. It says that there are these errors.
So let me navigate to that.
And the error message is letting me know
that the data relay client is unavailable.
And that's because I haven't gone ahead and installed the
data relay yet which is the next step that we are going to
take a look at.
To install the data relay, the files can be
downloaded under administration
and data relay.
And you can see the same warning that I
do not have a data relay installed, properly configured or running.
One thing to point out about the
PI geo admin and PI geo users Windows
groups is the difference between PI geo admins
and PI geo users is that PI geo admins
will have the data relay tab available
in the configuration portal because they are
able to install the data relay. So you have the
configuration portal successfully installed
and in the next video, we'll walk through the installation of the data relay.