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How to Set Up Esri®
Geoportal
Server 1.2.2 on Windows: Aggregate
Geospatial Resources with Open
Source Technology
An Esri®
White Paper
October 2012
Copyright © 2012 Esri
All rights reserved.
Printed in the United States of America.
The information contained in this document is the exclusive property of Esri. This work is protected under United States
copyright law and other international copyright treaties and conventions. No part of this work may be reproduced or
transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, or by any
information storage or retrieval system, except as expressly permitted in writing by Esri. All requests should be sent to
Attention: Contracts and Legal Services Manager, Esri, 380 New York Street, Redlands, CA 92373-8100 USA.
The information contained in this document is subject to change without notice.
Esri, the Esri globe logo, ArcGIS, esri.com, and @esri.com are trademarks, service marks, or registered marks of Esri in the
United States, the European Community, or certain other jurisdictions. Other companies and products or services mentioned
herein may be trademarks, service marks, or registered marks of their respective mark owners.
J10151
Esri White Paper i
How to Set Up Esri Geoportal
Server 1.2.2 on Windows:
Aggregate Geospatial Resources
with Open Source Technology
An Esri White Paper
Contents Page
About This Tutorial............................................................................... 1
What You Will Need ............................................................................ 1
What You Will Do................................................................................ 1
Download Programs and Files........................................................ 2
Perform Preinstallation Computer Setup ........................................ 2
Install PostgreSQL 9.1.5................................................................. 3
Configure PostgreSQL Database.............................................. 3
Install the Java Development Kit and Runtime
Environment................................................................................. 4
Install Apache Tomcat 7 ................................................................. 4
Configure Apache Tomcat 7 Service........................................ 4
Install Esri Geoportal Server........................................................... 4
Set Up the Geoportal User and Schema in PostgreSQL................. 4
Geoportal User Setup................................................................ 4
Populating Geoportal Schema in PostgreSQL.......................... 5
Verify Geoportal Tables Were Generated Correctly ................ 5
Deploy the Geoportal Web Application ......................................... 6
Configure the gpt.xml File.............................................................. 6
Modify the Java Database Connectivity .jar File............................ 6
Log In to the Geoportal......................................................................... 6
Register an ArcGIS for Server Service with the Geoportal............ 7
Conclusion ............................................................................................ 8
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
J10151
Contents Page
October 2012 ii
Appendixes
Appendix 1: Software Required in This Tutorial ................................. 9
Appendix 2: Modifications to the gpt.xml File..................................... 10
Appendix 3: Modifications to the geoportal.xml File........................... 17
J10151
Esri White Paper
How to Set Up Esri Geoportal
Server 1.2.2 on Windows:
Aggregate Geospatial Resources
with Open Source Technology
Esri® Geoportal Server provides seamless communication with data
services that use a wide range of communication protocols. It supports
searching, publishing, and managing standards-based resources. It also
provides access to geospatial resources such as metadata records and
catalogs, web services, OpenSearch end points, ATOM entries, RSS feeds,
KML documents, and REST URLs.
Esri Geoportal Server is an open source product that is free and does not require
ArcGIS® for Desktop or ArcGIS for Server licensing. Many organizations use Esri's
geoportal technology to manage and publish the metadata for their geospatial resources
so users can discover and connect to those resources. Live examples from state, national,
and international organizations can be viewed at esri.com/software/arcgis/geoportal
/live-user-sites.
About This Tutorial This tutorial steps through implementing a geoportal on an intranet and uses base
software that is also open source. This geoportal will be accessible only on your local
machine or your organization's intranet. This implementation uses the PostgreSQL
database and the Apache Tomcat servlet. To use a different database or servlet, read the
Geoportal wiki and installation guides online at esriurl.com/geoportalserver.
This tutorial assumes you can do the following:
■ Navigate your computer's file system with Windows Explorer
■ Create and name new folders
■ Copy and move files between folders
■ Extract a ZIP file
■ Open a web browser and enter a URL
What You Will Need ■ Windows 7/Vista/XP
■ Administrator privileges
■ An Internet connection to download the required software
What You Will Do 1. Download programs and files.
2. Perform preinstallation computer preparation.
3. Install the PostgreSQL database.
4. Install the Java Development Kit and Runtime Environment.
5. Install the Apache Tomcat servlet.
6. Install Esri Geoportal Server.
7. Set up the user and schema for the geoportal in PostgreSQL.
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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October 2012 2
8. Deploy the geoportal application.
9. Modify the gpt.xml file.
10. Modify the Java Database Connectivity (JDBC) .jar file.
11. Log in to the geoportal.
12. Register an ArcGIS for Server service with the geoportal.
Download Programs
and Files
At minimum, Esri Geoportal Server requires the Java Development Kit (JDK) and
Runtime Environment, a relational database management system (RDBMS), and a servlet
container. Although Esri Geoportal Server supports several different options for the
RDBMS and web servlet, this tutorial uses the PostgreSQL RDBMS and the Apache
Tomcat servlet. Download the programs and files listed in table 1 by either searching
online for the specific versions listed or using the links provided in appendix 1.
Table 1
Software Required in This Tutorial
Component Function Version
Esri Geoportal Server Geoportal software 1.2.2
PostgreSQL RDBMS 9.1.5
Apache Tomcat Web servlet 7.0.29
Java Development Kit with
Runtime Environment
Java controller SE 6 Update 35 JDK
JDBC Configuration File Connects Tomcat to
PostgreSQL
postgresql-9.1-
902.jdbc4.jar
Perform
Preinstallation
Computer Setup
Prior to installing Esri Geoportal Server and its components, you need to create some
folders and find out some basic information about your computer. Note: The C: drive is
used in this tutorial for simplicity; any drive on the host computer can be used to install
the software for the geoportal server—just make sure to adjust any path statements
appropriately.
Create the following new folders on your computer:
C:geoportal
C:lucene
C:luceneassertion
Although the geoportal will not be available on the Internet, you need to know the IP
address of your computer. The simplest way to find this information is by typing
ipconfig in the command prompt.
1. Open the Command Prompt window (Start > Programs > Accessories > Command
Prompt).
2. Type ipconfig.
3. Write down the IP address.
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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Esri White Paper 3
Install
PostgreSQL 9.1.5
The PostgreSQL RDBMS will store the geoportal user information, resource metadata,
and harvesting scheduling information for the geoportal.
1. Run the Windows installer for PostgreSQL version 9.1.5. Accept all defaults.
2. When asked to create a password for the postgres user, enter postgres.
Note: If your network has a password policy that enforces strong passwords, choose
a stronger password.
3. Verify that the PostgreSQL port number is 5432.
Configure
PostgreSQL Database
You need to streamline your computer's access to the PostgreSQL database to simplify
the geoportal's installation and operation.
1. Navigate to C:Program FilesPostgreSQL9.1.5data.
2. Open pg_hba.conf in Notepad (right-click and choose Edit). Go to (Ctrl+G) line
80. This line is below the one that starts with # IPv4. Change md5 to trust.
3. At the end of the file, add the following two lines, substituting your IP address
(which you wrote down earlier) for <IP Address>:
# My computer's connection:
host all all <IP Address>/32 trust
4. Save and close the file.
These changes open up the PostgreSQL database to connections from your computer
only. It does not open the database to external computers. The change to line 80
simplifies connections through localhost, and the new lines allow your computer to
connect to the database via a TCP/IP connection.
For the database commands that will configure the PostgreSQL database for the geoportal
to run correctly, you need to update your computer's environmental variables.
1. Right-click My Computer and select Properties. On Windows 7, also click
Advanced System Settings.
2. On the Advanced tab, click Environment Variables.
3. In the System variables section of the new window, select the PATH entry and click
Edit.
4. Go to the end of the text in the Variable Value box.
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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October 2012 4
5. Do not delete or overwrite any existing text! Add the following to the end of the text:
;C:Program FilesPostgreSQL9.1.5bin
Note: Ensure that there isn't a space between the semicolon (;) that starts this line
and C:.
6. Click OK three times to save the changes.
7. Restart your computer for the changes to take effect.
Install the Java
Development Kit and
Runtime
Environment
Run the installer and accept all the defaults.
Install Apache
Tomcat 7
Apache Tomcat 7 is web servlet software that manages web applications. You will need
web servlet software to deploy the geoportal web application. Run the installer and
accept all defaults. Verify that the Tomcat port number is 8080. Don't enter an
administrator user name or password.
Configure Apache
Tomcat 7 Service
1. Right-click My Computer and select Manage.
2. Expand Services and Applications and select Services.
3. Find Apache Tomcat 7 in the Services list and ensure that the Service Status is
Started. (If not, right-click it and choose Start.)
4. Right-click the Apache Tomcat service and select Properties.
5. Change the Startup type to Automatic.
6. Click OK to save the change and close the window.
7. Verify the installation by opening a web browser and going to http://localhost:8080.
A default Tomcat page should appear.
Install Esri
Geoportal Server
Extract the contents of geoportal-1.2.2.zip, the geoportal ZIP file, into the C:geoportal
folder.
Set Up the Geoportal
User and Schema in
PostgreSQL
Geoportal User Setup 1. Reopen the Windows command prompt.
2. Type cd C:geoportalDatabase ScriptsPostgreSQL to change to
this directory. (Hint: If the geoportal folder is not on C, type cd /d <drive
letter>: to change from the default C: prompt.) Type dir to see the contents
of this directory.
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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Esri White Paper 5
3. Type grants_pg to see usage instructions for this script. You will enter parameters
according to these usage instructions in the next step.
4. Type the following parameters and press Enter. (You will be prompted to create a
password for geoportal user. Use the password geoportal, unless your system
requires a stronger password.)
grants_pg localhost 5432 postgres geoportal
postgres geoportal
5. Enter the password for the new role (geoportal). Enter the password again
(geoportal).
Note: If your network has a password policy that enforces strong passwords, choose
a stronger password.
Upon the completion of the script, it will generate a text file, grants_pg.txt, and invoke a
text editor to display the results of the script.
Populating Geoportal
Schema in
PostgreSQL
The previous section created the geoportal schema in the PostgreSQL database. This
section will populate that schema with the tables the geoportal needs to function.
1. At the command prompt, type create_schema_pg to see usage instructions for
this script. You will enter parameters according to these usage instructions in the
next step.
2. Type the following parameters:
create_schema_pg localhost 5432 postgres
geoportal
For geoportal user, enter the same password you designated for the geoportal user when
you ran the grants_pg script—in most cases, this will be geoportal. Upon the
completion of the script, it will generate a text file, geoportal_schema.txt, and invoke a
text editor to display the results of the script.
Verify Geoportal
Tables Were
Generated Correctly
1. Open Postgres System Administrator.
2. Click Start > All Programs > PostgreSQL 9.1.5 > pgAdmin III.
3. Double-click PostgreSQL 9.1 (localhost:5432).
4. Enter the password for the postgres user.
5. In the table tree, navigate to Databases > postgres > Schemas > geoportal > Tables.
6. Verify that Tables contains the following nine tables:
● gpt_collection
● gpt_collection_history
● gpt_harvesting_history
● gpt_harvesting_jobs_completed
● gpt_harvesting_jobs_pending
● gpt_resource
● gpt_resource_data
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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October 2012 6
● gpt_search
● gpt_user
Deploy the Geoportal
Web Application
Copy geoportal.war from
C:geoportalWeb ApplicationsGeoportal
to
C:Program FilesApache Software FoundationTomcat
7.0webapps
Apache Tomcat should automatically create a new folder in the webapps folder called
geoportal. This is the geoportal website. If the folder is not created, open the Services
window (My Computer > Manage) and restart the Apache Tomcat 7 service. Open a web
browser and go to http://localhost:8080/geoportal. The default geoportal
home page should appear.
Configure the
gpt.xml File
Look at the highlighted lines in appendix 2 for the required changes to the gpt.xml file.
Note: Be sure to pay attention to indentation when commenting out sections.
1. In Windows Explorer, navigate to C:Program FilesApache Software
FoundationTomcat 7.0webappsgeoportalWEB-INFclassesgptconfig.
2. Open gpt.xml in Notepad.
3. Make the changes shown in appendix 2 to the gpt.xml file.
4. Save and close gpt.xml.
Modify the Java
Database
Connectivity .jar File
1. Copy postgresql-9.1-902.jdbc4.jar to C:Program FilesApache Software
FoundationTomcat 7.0lib.
2. Copy geoportal.xml from C:GeoportalOtherJNDI Configuration to C:Program
FilesApache Software FoundationTomcat 7.0confCatalinalocalhost.
3. Right-click the geoportal.xml file; select Properties; and, if necessary, uncheck
Read-only.
4. Open geoportal.xml with Notepad and make the changes shown in appendix 3. Note
that for the password parameter, this is the password for your geoportal database
user. If you used a strong password when setting up the geoportal database, use that
password.
5. Save and close geoportal.xml.
6. Restart the Apache Tomcat 7 service.
Log In to the
Geoportal
Your geoportal is now up and running. Open a web browser and go to
http://localhost:8080/geoportal to access the geoportal's user interface. You can log in to
your geoportal with the gptuser user name and gptuser password. You have logged
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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Esri White Paper 7
in successfully when a green banner saying "Welcome gptuser" and the Administration
tab appear. Go to http://geoportal.sourceforge.net/documentation.html for information on
how to register resources with your geoportal.
Register an ArcGIS
for Server Service
with the Geoportal
To register an ArcGIS server and its associated services with your geoportal, use the
following procedure. The ArcGIS server can be your own or one that is publicly
available.
Note: ArcGIS for Server is not required to set up or manage a geoportal server. Esri
Geoportal Server supports a wide range of geospatial services, including Open Geospatial
Consortium, Inc. (OGC), services (WMS, WCS, WFS, etc.); GeoRSS; ArcGIS services;
Open Archive Initiative (OAI) services; and even web-accessible folders.
1. Log in to your geoportal. Click Administration. Click Add. Make sure Register
resource on the network is selected and click Proceed.
2. Select Protocol Type ArcGIS.
3. In REST URL, type
http://services.arcgisonline.com/ArcGIS/rest/services/.
4. In SOAP URL, type
http://services.arcgisonline.com/ArcGIS/services/.
5. In title, type Services from ArcGIS Online. Click Test to verify the
connection. A green banner with "Connection successfully verified" should appear.
6. Scroll down, keeping all other defaults, and click Save. A green banner with
"Resource data saved successfully" should appear.
7. Click Manage at the top of the Administration tab. Services from ArcGISSM
Online
should be listed. Notice that the fifth icon (Synchronize content) has been dimmed.
8. Check the box to the left of the record. Above the records list, in For selected
records, choose Set as Approved and click Execute Action. The page should
reload, and a green banner should display the message "1 record(s) were updated."
9. The fifth icon (Synchronize content) should now be in color; click that icon. A dialog
box entitled "The page at localhost 8080 says…" opens. Click OK. A green banner
that indicates one resource has been qualified for synchronization should appear.
Wait a few moments while the geoportal synchronizes services from the registered
ArcGIS server.
10. After a few moments, click the last icon (Show documents acquired from this
repository). The returned documents are metadata records created for the services
hosted on the registered ArcGIS server and now discoverable through your
geoportal.
How to Set Up Esri Geoportal Server 1.2.2 on Windows:
Aggregate Geospatial Resources with Open Source Technology
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October 2012 8
Conclusion This tutorial walks through the process of setting up Esri Geoportal Server using an open
source web servlet and database. For testing purposes, simple authentication was used
rather than LDAP authentication. The full functionality of user-based roles in Esri
Geoportal Server requires an LDAP-enabled directory server. If an existing directory
server is not available, several open source directory servers can be used. To learn more
about configuring a directory server and other aspects of installing and using Esri
Geoportal Server, see the Geoportal Server 1.2.2 Installation Guide part of the
documentation that is included with the Esri Geoportal Server download. Also see the
Esri Geoportal Server site at esriurl.com/geoportalserver.
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Esri White Paper 9
Appendix 1: Software Required in
This Tutorial
Component Function Version URL
Esri Geoportal Server Geoportal Software 1.2.2 esriurl.com/geoportalserver
PostgreSQL RDBMS 9.1.5 postgresql.org
Apache Tomcat Web servlet 7.0.29 tomcat.apache.org
Java Development Kit
with Runtime
Environment
Java controller
SE 6 Update 35
JDK
oracle.com/java
JDBC Configuration
File
Connects Tomcat to
PostgreSQL
database
postgresql-9.1-
902-jdbc4.jar
jdbc.postgresql.org/download
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October 2012 10
Appendix 2: Modifications to the
gpt.xml File
Lines Modifications (changes highlighted)
75–79
(original)
<lucene
indexLocation=" "
writeLockTimeout="60000"
useNativeFSLockFactory="true"
analyzerClassName="org.apache.lucene
.analysis.standard.StandardAnalyzer">
75–79
(new)
<lucene
indexLocation="C:lucene"
writeLockTimeout="60000"
useNativeFSLockFactory="true"
analyzerClassName="org.apache.lucene
.analysis.standard.StandardAnalyzer">
122–127
(original)
<parameter key="assertion.index.enabled"
value="true"/>
<parameter key="assertion.index.location" value="
"/>
<parameter key="assertion.index.allow
NonLocalResourceIds" value="false"/>
<parameter key="assertion.rating.enabled"
value="true"/>
<parameter key="assertion.comment.enabled"
value="true"/>
<parameter key="assertion.comment.maxLength"
value="2048"/>
122–127
(new)
<parameter key="assertion.index.enabled"
value="true"/>
<parameter key="assertion.index.location"
value="C:luceneassertion"/>
<parameter key="assertion.index.allow
NonLocalResourceIds" value="false"/>
<parameter key="assertion.rating.enabled"
value="true"/>
<parameter key="assertion.comment.enabled"
value="true"/>
<parameter key="assertion.comment.maxLength"
value="2048"/>
451–574
(original)
<!-- User management configuration, simpleAdapter
OR ldapAdapter.
- simpleAdapter: Configures geoportal with one
administrative user
- ldapAdapter: Configures geoportal to connect
to LDAP user directory store
-->
<identity encKey="PtkESRI" realm="Geoportal">
<!--
How to Set Up Esri Geoportal Server 1.2.2:
Aggregate Geospatial Resources Using Open Source Products
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Esri White Paper 11
Lines Modifications (changes highlighted)
<simpleAdapter>
<account username="gptaccount"
password="gpt.account"
encrypted="false"/>
<roles>
<role key="gptRegisteredUser"/>
<role key="gptPublisher"/>
<role key="gptAdministrator"/>
</roles>
</simpleAdapter>
-->
<ldapAdapter>
<ldapConnectionProperties
providerURL="ldap://ldap_host
_name:ldap_port"
initialContextFactoryName="com.sun
.jndi.ldap.LdapCtxFactory"
securityAuthentication="simple"
securityProtocol="">
<ldapServiceAccount
securityPrincipal="ldap_admin
_user"
securityCredentials="ldap_admin
_password"
encrypted="false"/>
</ldapConnectionProperties>
<singleSignOn
active="false"
credentialLocation="userPrincipal"
anonymousValue=""
logoutOutcome=""/>
<selfCareSupport
supportsLogin="true"
supportsLogout="true"
supportsUserRegistration="true"
supportsUserProfileManagement="true"
supportsPasswordChange="true"
supportsPasswordRecovery="true"/>
<!-- optional parameters for user role
management:
An alternate way to prevent users from
specific groups is to set "forbidden" attribute to true.
- manage: Used to configure role to be
managed on the user role management page.
If the value is true, the users having
the role are managed on the user role management page.
Default is true.
- forbidden: Used to configure role to
prevent users with this role from logging in to
geoportal.
If the value is true, the users having
How to Set Up Esri Geoportal Server 1.2.2:
Aggregate Geospatial Resources Using Open Source Products
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October 2012 12
Lines Modifications (changes highlighted)
the role will not be allowed to log in.
- resKey: A resource key to the label
displayed for the corresponding role on the user role
management page.
-->
<roles authenticatedUserRequires
Role="true">
<role
key="gptRegisteredUser"
resKey="catalog.role.gptRegistered
User"
manage="true"
forbidden="false"
groupDN="group_distinguished_name
_for_registered_user"/>
<role
key="gptPublisher"
inherits="gptRegisteredUser"
resKey="catalog.role.gptPublisher"
manage="true"
forbidden="false"
groupDN="group_distinguished_name
_for_publisher"/>
<role
key="gptAdministrator"
inherits="gptPublisher"
resKey="catalog.role.gpt
Administrator"
manage="true"
forbidden="false"
groupDN="group_distinguished_name
_for_administrator"/>
</roles>
<users
displayNameAttribute="uid"
passwordEncryptionAlgorithm="SHA"
newUserDNPattern="cn={0},
Users_Node_DN"
usernameSearchPattern="(&amp;
(objectclass=person)(uid={0}))"
searchDIT="Users_Node_DN">
<requiredObjectClasses>
<objectClass name="top"/>
<objectClass name="person"/>
<objectClass
name="organizationalPerson"/>
<objectClass
name="inetOrgPerson"/>
</requiredObjectClasses>
<userAttributeMap>
<attribute key="username"
ldapName="uid"/>
<attribute key="password"
ldapName="userPassword"/>
<attribute key="email"
How to Set Up Esri Geoportal Server 1.2.2:
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Esri White Paper 13
Lines Modifications (changes highlighted)
ldapName="mail"/>
<attribute key="firstName"
ldapName="givenName"/>
<attribute key="lastName"
ldapName="sn"/>
<attribute key="displayName"
ldapName="displayName"/>
<attribute key="organization"
ldapName="o"/>
<attribute key="affiliation"
ldapName="businessCategory"/>
<attribute key="street"
ldapName="street"/>
<attribute key="city"
ldapName="l"/>
<attribute key="stateOrProv"
ldapName="st"/>
<attribute key="postalCode"
ldapName="postalCode"/>
<attribute key="country"
ldapName=""/>
<attribute key="phone"
ldapName="telephoneNumber"/>
</userAttributeMap>
</users>
<groups
displayNameAttribute="cn"
dynamicMemberOfGroupsAttribute=""
dynamicMembersAttribute=""
memberAttribute="uniquemember"
memberSearchPattern="(&amp;
(objectclass=groupOfUniqueNames)
(uniquemember={0}))"
searchDIT="Groups_Node_DN">
<!--
<metadataManagementGroup
name="Region 1"
groupDN="group_distinguished_name"/>
<metadataManagementGroup
name="Region 2"
groupDN="group_distinguished
_name"/>
-->
</groups>
</ldapAdapter>
</identity>
451–574
(new)
<!-- User management configuration, simpleAdapter
OR ldapAdapter.
- simpleAdapter: Configures geoportal with one
administrative user
- ldapAdapter: Configures geoportal to connect
to LDAP user directory store
-->
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October 2012 14
Lines Modifications (changes highlighted)
<identity encKey="PtkESRI" realm="Geoportal">
<simpleAdapter>
<account username="gptuser"
password="gptuser" encrypted="false"/>
<roles>
<role key="gptRegisteredUser"/>
<role key="gptPublisher"/>
<role key="gptAdministrator"/>
</roles>
</simpleAdapter>
<!--
<ldapAdapter>
<ldapConnectionProperties
providerURL="ldap://ldap_host
_name:ldap_port"
initialContextFactoryName="com.sun
.jndi.ldap.LdapCtxFactory"
securityAuthentication="simple"
securityProtocol="">
<ldapServiceAccount
securityPrincipal="ldap_admin
_user"
securityCredentials="ldap_admin
_password"
encrypted="false"/>
</ldapConnectionProperties>
<singleSignOn
active="false"
credentialLocation="userPrincipal"
anonymousValue=""
logoutOutcome=""/>
<selfCareSupport
supportsLogin="true"
supportsLogout="true"
supportsUserRegistration="true"
supportsUserProfileManagement="true"
supportsPasswordChange="true"
supportsPasswordRecovery="true"/>
optional parameters for user role
management:
An alternate way to prevent users from
specific groups is to set "forbidden" attribute to true.
- manage: Used to configure role to be
managed on the user role management page.
If the value is true, the users having
the role are managed on the user role management page.
Default is true.
- forbidden: Used to configure role to
prevent users with this role from logging in to
geoportal.
How to Set Up Esri Geoportal Server 1.2.2:
Aggregate Geospatial Resources Using Open Source Products
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Lines Modifications (changes highlighted)
If the value is true, the users having
the role will not be allowed to log in.
- resKey: A resource key to the label
displayed for the corresponding role on the user role
management page.
<roles authenticatedUserRequires
Role="true">
<role
key="gptRegisteredUser"
resKey="catalog.role.gptRegistered
User"
manage="true"
forbidden="false"
groupDN="group_distinguished_name
_for_registered_user"/>
<role
key="gptPublisher"
inherits="gptRegisteredUser"
resKey="catalog.role.gptPublisher"
manage="true"
forbidden="false"
groupDN="group_distinguished_name
_for_publisher"/>
<role
key="gptAdministrator"
inherits="gptPublisher"
resKey="catalog.role.gpt
Administrator"
manage="true"
forbidden="false"
groupDN="group_distinguished_name
_for_administrator"/>
</roles>
<users
displayNameAttribute="uid"
passwordEncryptionAlgorithm="SHA"
newUserDNPattern="cn={0},
Users_Node_DN"
usernameSearchPattern="(&amp;
(objectclass=person)(uid={0}))"
searchDIT="Users_Node_DN">
<requiredObjectClasses>
<objectClass name="top"/>
<objectClass name="person"/>
<objectClass name="organizational
Person"/>
<objectClass name="inetOrg
Person"/>
</requiredObjectClasses>
<userAttributeMap>
<attribute key="username"
ldapName="uid"/>
<attribute key="password"
ldapName="userPassword"/>
How to Set Up Esri Geoportal Server 1.2.2:
Aggregate Geospatial Resources Using Open Source Products
J10151
October 2012 16
Lines Modifications (changes highlighted)
<attribute key="email"
ldapName="mail"/>
<attribute key="firstName"
ldapName="givenName"/>
<attribute key="lastName"
ldapName="sn"/>
<attribute key="displayName"
ldapName="displayName"/>
<attribute key="organization"
ldapName="o"/>
<attribute key="affiliation"
ldapName="businessCategory"/>
<attribute key="street"
ldapName="street"/>
<attribute key="city"
ldapName="l"/>
<attribute key="stateOrProv"
ldapName="st"/>
<attribute key="postalCode"
ldapName="postalCode"/>
<attribute key="country"
ldapName=""/>
<attribute key="phone"
ldapName="telephoneNumber"/>
</userAttributeMap>
</users>
<groups
displayNameAttribute="cn"
dynamicMemberOfGroupsAttribute=""
dynamicMembersAttribute=""
memberAttribute="uniquemember"
memberSearchPattern="(&amp;
(objectclass=groupOfUniqueNames)
(uniquemember={0}))"
searchDIT="Groups_Node_DN">
<metadataManagementGroup
name="Region 1"
groupDN="group_distinguished
_name"/>
<metadataManagementGroup
name="Region 2"
groupDN="group_distinguished
_name"/>
</groups>
</ldapAdapter>
-->
</identity>
J10151
Esri White Paper 17
Appendix 3: Modifications to the
geoportal.xml File
Lines Modifications (changes highlighted)
Original <!-- Context configuration file for the Geoportal Web
App -->
<Context docBase="<Geoportal 10 web app name>"
path="/<Geoportal 10 web app name>" debug="0"
reloadable="true" crossContext="true">
<Resource name="jdbc/gpt" auth="Container"
type="javax.sql.DataSource"
driverClassName="<jdbc driver name>"
url="<jdbc connection string>"
username="<Geoportal database user>"
password="<Geoportal database user
password>"
maxActive="20"
maxIdle="10"
maxWait="-1" />
</Context>
New <!-- Context configuration file for the Geoportal Web
App -->
<Context docBase="geoportal" path="/geoportal"
debug="0" reloadable="true" crossContext="true">
<Resource name="jdbc/gpt" auth="Container"
type="javax.sql.DataSource"
driverClassName="org.postgresql.Driver"
url="jdbc:postgresql://localhost:5432
/postgres"
username="geoportal"
password="geoportal"
maxActive="20"
maxIdle="10"
maxWait="-1" />
</Context>
Printed in USA
Contact Esri
380 New York Street
Redlands, California 92373-8100  usa
1 800 447 9778
t  909 793 2853
f  909 793 5953
info@esri.com
esri.com
Offices worldwide
esri.com/locations
Esri inspires and enables people to positively impact their
future through a deeper, geographic understanding of the
changing world around them.
Governments, industry leaders, academics, and nongovernmental
organizations trust us to connect them with the analytic knowledge
they need to make the critical decisions that shape the planet. For
more than 40 years, Esri has cultivated collaborative relationships
with partners who share our commitment to solving earth’s most
pressing challenges with geographic expertise and rational resolve.
Today, we believe that geography is at the heart of a more resilient
and sustainable future. Creating responsible products and solutions
drives our passion for improving quality of life everywhere.

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How to Set Up Esri Geoportal Server 1.2.2 on Windows

  • 1. How to Set Up Esri® Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology An Esri® White Paper October 2012
  • 2. Copyright © 2012 Esri All rights reserved. Printed in the United States of America. The information contained in this document is the exclusive property of Esri. This work is protected under United States copyright law and other international copyright treaties and conventions. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, or by any information storage or retrieval system, except as expressly permitted in writing by Esri. All requests should be sent to Attention: Contracts and Legal Services Manager, Esri, 380 New York Street, Redlands, CA 92373-8100 USA. The information contained in this document is subject to change without notice. Esri, the Esri globe logo, ArcGIS, esri.com, and @esri.com are trademarks, service marks, or registered marks of Esri in the United States, the European Community, or certain other jurisdictions. Other companies and products or services mentioned herein may be trademarks, service marks, or registered marks of their respective mark owners.
  • 3. J10151 Esri White Paper i How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology An Esri White Paper Contents Page About This Tutorial............................................................................... 1 What You Will Need ............................................................................ 1 What You Will Do................................................................................ 1 Download Programs and Files........................................................ 2 Perform Preinstallation Computer Setup ........................................ 2 Install PostgreSQL 9.1.5................................................................. 3 Configure PostgreSQL Database.............................................. 3 Install the Java Development Kit and Runtime Environment................................................................................. 4 Install Apache Tomcat 7 ................................................................. 4 Configure Apache Tomcat 7 Service........................................ 4 Install Esri Geoportal Server........................................................... 4 Set Up the Geoportal User and Schema in PostgreSQL................. 4 Geoportal User Setup................................................................ 4 Populating Geoportal Schema in PostgreSQL.......................... 5 Verify Geoportal Tables Were Generated Correctly ................ 5 Deploy the Geoportal Web Application ......................................... 6 Configure the gpt.xml File.............................................................. 6 Modify the Java Database Connectivity .jar File............................ 6 Log In to the Geoportal......................................................................... 6 Register an ArcGIS for Server Service with the Geoportal............ 7 Conclusion ............................................................................................ 8
  • 4. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 Contents Page October 2012 ii Appendixes Appendix 1: Software Required in This Tutorial ................................. 9 Appendix 2: Modifications to the gpt.xml File..................................... 10 Appendix 3: Modifications to the geoportal.xml File........................... 17
  • 5. J10151 Esri White Paper How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology Esri® Geoportal Server provides seamless communication with data services that use a wide range of communication protocols. It supports searching, publishing, and managing standards-based resources. It also provides access to geospatial resources such as metadata records and catalogs, web services, OpenSearch end points, ATOM entries, RSS feeds, KML documents, and REST URLs. Esri Geoportal Server is an open source product that is free and does not require ArcGIS® for Desktop or ArcGIS for Server licensing. Many organizations use Esri's geoportal technology to manage and publish the metadata for their geospatial resources so users can discover and connect to those resources. Live examples from state, national, and international organizations can be viewed at esri.com/software/arcgis/geoportal /live-user-sites. About This Tutorial This tutorial steps through implementing a geoportal on an intranet and uses base software that is also open source. This geoportal will be accessible only on your local machine or your organization's intranet. This implementation uses the PostgreSQL database and the Apache Tomcat servlet. To use a different database or servlet, read the Geoportal wiki and installation guides online at esriurl.com/geoportalserver. This tutorial assumes you can do the following: ■ Navigate your computer's file system with Windows Explorer ■ Create and name new folders ■ Copy and move files between folders ■ Extract a ZIP file ■ Open a web browser and enter a URL What You Will Need ■ Windows 7/Vista/XP ■ Administrator privileges ■ An Internet connection to download the required software What You Will Do 1. Download programs and files. 2. Perform preinstallation computer preparation. 3. Install the PostgreSQL database. 4. Install the Java Development Kit and Runtime Environment. 5. Install the Apache Tomcat servlet. 6. Install Esri Geoportal Server. 7. Set up the user and schema for the geoportal in PostgreSQL.
  • 6. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 October 2012 2 8. Deploy the geoportal application. 9. Modify the gpt.xml file. 10. Modify the Java Database Connectivity (JDBC) .jar file. 11. Log in to the geoportal. 12. Register an ArcGIS for Server service with the geoportal. Download Programs and Files At minimum, Esri Geoportal Server requires the Java Development Kit (JDK) and Runtime Environment, a relational database management system (RDBMS), and a servlet container. Although Esri Geoportal Server supports several different options for the RDBMS and web servlet, this tutorial uses the PostgreSQL RDBMS and the Apache Tomcat servlet. Download the programs and files listed in table 1 by either searching online for the specific versions listed or using the links provided in appendix 1. Table 1 Software Required in This Tutorial Component Function Version Esri Geoportal Server Geoportal software 1.2.2 PostgreSQL RDBMS 9.1.5 Apache Tomcat Web servlet 7.0.29 Java Development Kit with Runtime Environment Java controller SE 6 Update 35 JDK JDBC Configuration File Connects Tomcat to PostgreSQL postgresql-9.1- 902.jdbc4.jar Perform Preinstallation Computer Setup Prior to installing Esri Geoportal Server and its components, you need to create some folders and find out some basic information about your computer. Note: The C: drive is used in this tutorial for simplicity; any drive on the host computer can be used to install the software for the geoportal server—just make sure to adjust any path statements appropriately. Create the following new folders on your computer: C:geoportal C:lucene C:luceneassertion Although the geoportal will not be available on the Internet, you need to know the IP address of your computer. The simplest way to find this information is by typing ipconfig in the command prompt. 1. Open the Command Prompt window (Start > Programs > Accessories > Command Prompt). 2. Type ipconfig. 3. Write down the IP address.
  • 7. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 Esri White Paper 3 Install PostgreSQL 9.1.5 The PostgreSQL RDBMS will store the geoportal user information, resource metadata, and harvesting scheduling information for the geoportal. 1. Run the Windows installer for PostgreSQL version 9.1.5. Accept all defaults. 2. When asked to create a password for the postgres user, enter postgres. Note: If your network has a password policy that enforces strong passwords, choose a stronger password. 3. Verify that the PostgreSQL port number is 5432. Configure PostgreSQL Database You need to streamline your computer's access to the PostgreSQL database to simplify the geoportal's installation and operation. 1. Navigate to C:Program FilesPostgreSQL9.1.5data. 2. Open pg_hba.conf in Notepad (right-click and choose Edit). Go to (Ctrl+G) line 80. This line is below the one that starts with # IPv4. Change md5 to trust. 3. At the end of the file, add the following two lines, substituting your IP address (which you wrote down earlier) for <IP Address>: # My computer's connection: host all all <IP Address>/32 trust 4. Save and close the file. These changes open up the PostgreSQL database to connections from your computer only. It does not open the database to external computers. The change to line 80 simplifies connections through localhost, and the new lines allow your computer to connect to the database via a TCP/IP connection. For the database commands that will configure the PostgreSQL database for the geoportal to run correctly, you need to update your computer's environmental variables. 1. Right-click My Computer and select Properties. On Windows 7, also click Advanced System Settings. 2. On the Advanced tab, click Environment Variables. 3. In the System variables section of the new window, select the PATH entry and click Edit. 4. Go to the end of the text in the Variable Value box.
  • 8. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 October 2012 4 5. Do not delete or overwrite any existing text! Add the following to the end of the text: ;C:Program FilesPostgreSQL9.1.5bin Note: Ensure that there isn't a space between the semicolon (;) that starts this line and C:. 6. Click OK three times to save the changes. 7. Restart your computer for the changes to take effect. Install the Java Development Kit and Runtime Environment Run the installer and accept all the defaults. Install Apache Tomcat 7 Apache Tomcat 7 is web servlet software that manages web applications. You will need web servlet software to deploy the geoportal web application. Run the installer and accept all defaults. Verify that the Tomcat port number is 8080. Don't enter an administrator user name or password. Configure Apache Tomcat 7 Service 1. Right-click My Computer and select Manage. 2. Expand Services and Applications and select Services. 3. Find Apache Tomcat 7 in the Services list and ensure that the Service Status is Started. (If not, right-click it and choose Start.) 4. Right-click the Apache Tomcat service and select Properties. 5. Change the Startup type to Automatic. 6. Click OK to save the change and close the window. 7. Verify the installation by opening a web browser and going to http://localhost:8080. A default Tomcat page should appear. Install Esri Geoportal Server Extract the contents of geoportal-1.2.2.zip, the geoportal ZIP file, into the C:geoportal folder. Set Up the Geoportal User and Schema in PostgreSQL Geoportal User Setup 1. Reopen the Windows command prompt. 2. Type cd C:geoportalDatabase ScriptsPostgreSQL to change to this directory. (Hint: If the geoportal folder is not on C, type cd /d <drive letter>: to change from the default C: prompt.) Type dir to see the contents of this directory.
  • 9. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 Esri White Paper 5 3. Type grants_pg to see usage instructions for this script. You will enter parameters according to these usage instructions in the next step. 4. Type the following parameters and press Enter. (You will be prompted to create a password for geoportal user. Use the password geoportal, unless your system requires a stronger password.) grants_pg localhost 5432 postgres geoportal postgres geoportal 5. Enter the password for the new role (geoportal). Enter the password again (geoportal). Note: If your network has a password policy that enforces strong passwords, choose a stronger password. Upon the completion of the script, it will generate a text file, grants_pg.txt, and invoke a text editor to display the results of the script. Populating Geoportal Schema in PostgreSQL The previous section created the geoportal schema in the PostgreSQL database. This section will populate that schema with the tables the geoportal needs to function. 1. At the command prompt, type create_schema_pg to see usage instructions for this script. You will enter parameters according to these usage instructions in the next step. 2. Type the following parameters: create_schema_pg localhost 5432 postgres geoportal For geoportal user, enter the same password you designated for the geoportal user when you ran the grants_pg script—in most cases, this will be geoportal. Upon the completion of the script, it will generate a text file, geoportal_schema.txt, and invoke a text editor to display the results of the script. Verify Geoportal Tables Were Generated Correctly 1. Open Postgres System Administrator. 2. Click Start > All Programs > PostgreSQL 9.1.5 > pgAdmin III. 3. Double-click PostgreSQL 9.1 (localhost:5432). 4. Enter the password for the postgres user. 5. In the table tree, navigate to Databases > postgres > Schemas > geoportal > Tables. 6. Verify that Tables contains the following nine tables: ● gpt_collection ● gpt_collection_history ● gpt_harvesting_history ● gpt_harvesting_jobs_completed ● gpt_harvesting_jobs_pending ● gpt_resource ● gpt_resource_data
  • 10. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 October 2012 6 ● gpt_search ● gpt_user Deploy the Geoportal Web Application Copy geoportal.war from C:geoportalWeb ApplicationsGeoportal to C:Program FilesApache Software FoundationTomcat 7.0webapps Apache Tomcat should automatically create a new folder in the webapps folder called geoportal. This is the geoportal website. If the folder is not created, open the Services window (My Computer > Manage) and restart the Apache Tomcat 7 service. Open a web browser and go to http://localhost:8080/geoportal. The default geoportal home page should appear. Configure the gpt.xml File Look at the highlighted lines in appendix 2 for the required changes to the gpt.xml file. Note: Be sure to pay attention to indentation when commenting out sections. 1. In Windows Explorer, navigate to C:Program FilesApache Software FoundationTomcat 7.0webappsgeoportalWEB-INFclassesgptconfig. 2. Open gpt.xml in Notepad. 3. Make the changes shown in appendix 2 to the gpt.xml file. 4. Save and close gpt.xml. Modify the Java Database Connectivity .jar File 1. Copy postgresql-9.1-902.jdbc4.jar to C:Program FilesApache Software FoundationTomcat 7.0lib. 2. Copy geoportal.xml from C:GeoportalOtherJNDI Configuration to C:Program FilesApache Software FoundationTomcat 7.0confCatalinalocalhost. 3. Right-click the geoportal.xml file; select Properties; and, if necessary, uncheck Read-only. 4. Open geoportal.xml with Notepad and make the changes shown in appendix 3. Note that for the password parameter, this is the password for your geoportal database user. If you used a strong password when setting up the geoportal database, use that password. 5. Save and close geoportal.xml. 6. Restart the Apache Tomcat 7 service. Log In to the Geoportal Your geoportal is now up and running. Open a web browser and go to http://localhost:8080/geoportal to access the geoportal's user interface. You can log in to your geoportal with the gptuser user name and gptuser password. You have logged
  • 11. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 Esri White Paper 7 in successfully when a green banner saying "Welcome gptuser" and the Administration tab appear. Go to http://geoportal.sourceforge.net/documentation.html for information on how to register resources with your geoportal. Register an ArcGIS for Server Service with the Geoportal To register an ArcGIS server and its associated services with your geoportal, use the following procedure. The ArcGIS server can be your own or one that is publicly available. Note: ArcGIS for Server is not required to set up or manage a geoportal server. Esri Geoportal Server supports a wide range of geospatial services, including Open Geospatial Consortium, Inc. (OGC), services (WMS, WCS, WFS, etc.); GeoRSS; ArcGIS services; Open Archive Initiative (OAI) services; and even web-accessible folders. 1. Log in to your geoportal. Click Administration. Click Add. Make sure Register resource on the network is selected and click Proceed. 2. Select Protocol Type ArcGIS. 3. In REST URL, type http://services.arcgisonline.com/ArcGIS/rest/services/. 4. In SOAP URL, type http://services.arcgisonline.com/ArcGIS/services/. 5. In title, type Services from ArcGIS Online. Click Test to verify the connection. A green banner with "Connection successfully verified" should appear. 6. Scroll down, keeping all other defaults, and click Save. A green banner with "Resource data saved successfully" should appear. 7. Click Manage at the top of the Administration tab. Services from ArcGISSM Online should be listed. Notice that the fifth icon (Synchronize content) has been dimmed. 8. Check the box to the left of the record. Above the records list, in For selected records, choose Set as Approved and click Execute Action. The page should reload, and a green banner should display the message "1 record(s) were updated." 9. The fifth icon (Synchronize content) should now be in color; click that icon. A dialog box entitled "The page at localhost 8080 says…" opens. Click OK. A green banner that indicates one resource has been qualified for synchronization should appear. Wait a few moments while the geoportal synchronizes services from the registered ArcGIS server. 10. After a few moments, click the last icon (Show documents acquired from this repository). The returned documents are metadata records created for the services hosted on the registered ArcGIS server and now discoverable through your geoportal.
  • 12. How to Set Up Esri Geoportal Server 1.2.2 on Windows: Aggregate Geospatial Resources with Open Source Technology J10151 October 2012 8 Conclusion This tutorial walks through the process of setting up Esri Geoportal Server using an open source web servlet and database. For testing purposes, simple authentication was used rather than LDAP authentication. The full functionality of user-based roles in Esri Geoportal Server requires an LDAP-enabled directory server. If an existing directory server is not available, several open source directory servers can be used. To learn more about configuring a directory server and other aspects of installing and using Esri Geoportal Server, see the Geoportal Server 1.2.2 Installation Guide part of the documentation that is included with the Esri Geoportal Server download. Also see the Esri Geoportal Server site at esriurl.com/geoportalserver.
  • 13. J10151 Esri White Paper 9 Appendix 1: Software Required in This Tutorial Component Function Version URL Esri Geoportal Server Geoportal Software 1.2.2 esriurl.com/geoportalserver PostgreSQL RDBMS 9.1.5 postgresql.org Apache Tomcat Web servlet 7.0.29 tomcat.apache.org Java Development Kit with Runtime Environment Java controller SE 6 Update 35 JDK oracle.com/java JDBC Configuration File Connects Tomcat to PostgreSQL database postgresql-9.1- 902-jdbc4.jar jdbc.postgresql.org/download
  • 14. J10151 October 2012 10 Appendix 2: Modifications to the gpt.xml File Lines Modifications (changes highlighted) 75–79 (original) <lucene indexLocation=" " writeLockTimeout="60000" useNativeFSLockFactory="true" analyzerClassName="org.apache.lucene .analysis.standard.StandardAnalyzer"> 75–79 (new) <lucene indexLocation="C:lucene" writeLockTimeout="60000" useNativeFSLockFactory="true" analyzerClassName="org.apache.lucene .analysis.standard.StandardAnalyzer"> 122–127 (original) <parameter key="assertion.index.enabled" value="true"/> <parameter key="assertion.index.location" value=" "/> <parameter key="assertion.index.allow NonLocalResourceIds" value="false"/> <parameter key="assertion.rating.enabled" value="true"/> <parameter key="assertion.comment.enabled" value="true"/> <parameter key="assertion.comment.maxLength" value="2048"/> 122–127 (new) <parameter key="assertion.index.enabled" value="true"/> <parameter key="assertion.index.location" value="C:luceneassertion"/> <parameter key="assertion.index.allow NonLocalResourceIds" value="false"/> <parameter key="assertion.rating.enabled" value="true"/> <parameter key="assertion.comment.enabled" value="true"/> <parameter key="assertion.comment.maxLength" value="2048"/> 451–574 (original) <!-- User management configuration, simpleAdapter OR ldapAdapter. - simpleAdapter: Configures geoportal with one administrative user - ldapAdapter: Configures geoportal to connect to LDAP user directory store --> <identity encKey="PtkESRI" realm="Geoportal"> <!--
  • 15. How to Set Up Esri Geoportal Server 1.2.2: Aggregate Geospatial Resources Using Open Source Products J10151 Esri White Paper 11 Lines Modifications (changes highlighted) <simpleAdapter> <account username="gptaccount" password="gpt.account" encrypted="false"/> <roles> <role key="gptRegisteredUser"/> <role key="gptPublisher"/> <role key="gptAdministrator"/> </roles> </simpleAdapter> --> <ldapAdapter> <ldapConnectionProperties providerURL="ldap://ldap_host _name:ldap_port" initialContextFactoryName="com.sun .jndi.ldap.LdapCtxFactory" securityAuthentication="simple" securityProtocol=""> <ldapServiceAccount securityPrincipal="ldap_admin _user" securityCredentials="ldap_admin _password" encrypted="false"/> </ldapConnectionProperties> <singleSignOn active="false" credentialLocation="userPrincipal" anonymousValue="" logoutOutcome=""/> <selfCareSupport supportsLogin="true" supportsLogout="true" supportsUserRegistration="true" supportsUserProfileManagement="true" supportsPasswordChange="true" supportsPasswordRecovery="true"/> <!-- optional parameters for user role management: An alternate way to prevent users from specific groups is to set "forbidden" attribute to true. - manage: Used to configure role to be managed on the user role management page. If the value is true, the users having the role are managed on the user role management page. Default is true. - forbidden: Used to configure role to prevent users with this role from logging in to geoportal. If the value is true, the users having
  • 16. How to Set Up Esri Geoportal Server 1.2.2: Aggregate Geospatial Resources Using Open Source Products J10151 October 2012 12 Lines Modifications (changes highlighted) the role will not be allowed to log in. - resKey: A resource key to the label displayed for the corresponding role on the user role management page. --> <roles authenticatedUserRequires Role="true"> <role key="gptRegisteredUser" resKey="catalog.role.gptRegistered User" manage="true" forbidden="false" groupDN="group_distinguished_name _for_registered_user"/> <role key="gptPublisher" inherits="gptRegisteredUser" resKey="catalog.role.gptPublisher" manage="true" forbidden="false" groupDN="group_distinguished_name _for_publisher"/> <role key="gptAdministrator" inherits="gptPublisher" resKey="catalog.role.gpt Administrator" manage="true" forbidden="false" groupDN="group_distinguished_name _for_administrator"/> </roles> <users displayNameAttribute="uid" passwordEncryptionAlgorithm="SHA" newUserDNPattern="cn={0}, Users_Node_DN" usernameSearchPattern="(&amp; (objectclass=person)(uid={0}))" searchDIT="Users_Node_DN"> <requiredObjectClasses> <objectClass name="top"/> <objectClass name="person"/> <objectClass name="organizationalPerson"/> <objectClass name="inetOrgPerson"/> </requiredObjectClasses> <userAttributeMap> <attribute key="username" ldapName="uid"/> <attribute key="password" ldapName="userPassword"/> <attribute key="email"
  • 17. How to Set Up Esri Geoportal Server 1.2.2: Aggregate Geospatial Resources Using Open Source Products J10151 Esri White Paper 13 Lines Modifications (changes highlighted) ldapName="mail"/> <attribute key="firstName" ldapName="givenName"/> <attribute key="lastName" ldapName="sn"/> <attribute key="displayName" ldapName="displayName"/> <attribute key="organization" ldapName="o"/> <attribute key="affiliation" ldapName="businessCategory"/> <attribute key="street" ldapName="street"/> <attribute key="city" ldapName="l"/> <attribute key="stateOrProv" ldapName="st"/> <attribute key="postalCode" ldapName="postalCode"/> <attribute key="country" ldapName=""/> <attribute key="phone" ldapName="telephoneNumber"/> </userAttributeMap> </users> <groups displayNameAttribute="cn" dynamicMemberOfGroupsAttribute="" dynamicMembersAttribute="" memberAttribute="uniquemember" memberSearchPattern="(&amp; (objectclass=groupOfUniqueNames) (uniquemember={0}))" searchDIT="Groups_Node_DN"> <!-- <metadataManagementGroup name="Region 1" groupDN="group_distinguished_name"/> <metadataManagementGroup name="Region 2" groupDN="group_distinguished _name"/> --> </groups> </ldapAdapter> </identity> 451–574 (new) <!-- User management configuration, simpleAdapter OR ldapAdapter. - simpleAdapter: Configures geoportal with one administrative user - ldapAdapter: Configures geoportal to connect to LDAP user directory store -->
  • 18. How to Set Up Esri Geoportal Server 1.2.2: Aggregate Geospatial Resources Using Open Source Products J10151 October 2012 14 Lines Modifications (changes highlighted) <identity encKey="PtkESRI" realm="Geoportal"> <simpleAdapter> <account username="gptuser" password="gptuser" encrypted="false"/> <roles> <role key="gptRegisteredUser"/> <role key="gptPublisher"/> <role key="gptAdministrator"/> </roles> </simpleAdapter> <!-- <ldapAdapter> <ldapConnectionProperties providerURL="ldap://ldap_host _name:ldap_port" initialContextFactoryName="com.sun .jndi.ldap.LdapCtxFactory" securityAuthentication="simple" securityProtocol=""> <ldapServiceAccount securityPrincipal="ldap_admin _user" securityCredentials="ldap_admin _password" encrypted="false"/> </ldapConnectionProperties> <singleSignOn active="false" credentialLocation="userPrincipal" anonymousValue="" logoutOutcome=""/> <selfCareSupport supportsLogin="true" supportsLogout="true" supportsUserRegistration="true" supportsUserProfileManagement="true" supportsPasswordChange="true" supportsPasswordRecovery="true"/> optional parameters for user role management: An alternate way to prevent users from specific groups is to set "forbidden" attribute to true. - manage: Used to configure role to be managed on the user role management page. If the value is true, the users having the role are managed on the user role management page. Default is true. - forbidden: Used to configure role to prevent users with this role from logging in to geoportal.
  • 19. How to Set Up Esri Geoportal Server 1.2.2: Aggregate Geospatial Resources Using Open Source Products J10151 Esri White Paper 15 Lines Modifications (changes highlighted) If the value is true, the users having the role will not be allowed to log in. - resKey: A resource key to the label displayed for the corresponding role on the user role management page. <roles authenticatedUserRequires Role="true"> <role key="gptRegisteredUser" resKey="catalog.role.gptRegistered User" manage="true" forbidden="false" groupDN="group_distinguished_name _for_registered_user"/> <role key="gptPublisher" inherits="gptRegisteredUser" resKey="catalog.role.gptPublisher" manage="true" forbidden="false" groupDN="group_distinguished_name _for_publisher"/> <role key="gptAdministrator" inherits="gptPublisher" resKey="catalog.role.gpt Administrator" manage="true" forbidden="false" groupDN="group_distinguished_name _for_administrator"/> </roles> <users displayNameAttribute="uid" passwordEncryptionAlgorithm="SHA" newUserDNPattern="cn={0}, Users_Node_DN" usernameSearchPattern="(&amp; (objectclass=person)(uid={0}))" searchDIT="Users_Node_DN"> <requiredObjectClasses> <objectClass name="top"/> <objectClass name="person"/> <objectClass name="organizational Person"/> <objectClass name="inetOrg Person"/> </requiredObjectClasses> <userAttributeMap> <attribute key="username" ldapName="uid"/> <attribute key="password" ldapName="userPassword"/>
  • 20. How to Set Up Esri Geoportal Server 1.2.2: Aggregate Geospatial Resources Using Open Source Products J10151 October 2012 16 Lines Modifications (changes highlighted) <attribute key="email" ldapName="mail"/> <attribute key="firstName" ldapName="givenName"/> <attribute key="lastName" ldapName="sn"/> <attribute key="displayName" ldapName="displayName"/> <attribute key="organization" ldapName="o"/> <attribute key="affiliation" ldapName="businessCategory"/> <attribute key="street" ldapName="street"/> <attribute key="city" ldapName="l"/> <attribute key="stateOrProv" ldapName="st"/> <attribute key="postalCode" ldapName="postalCode"/> <attribute key="country" ldapName=""/> <attribute key="phone" ldapName="telephoneNumber"/> </userAttributeMap> </users> <groups displayNameAttribute="cn" dynamicMemberOfGroupsAttribute="" dynamicMembersAttribute="" memberAttribute="uniquemember" memberSearchPattern="(&amp; (objectclass=groupOfUniqueNames) (uniquemember={0}))" searchDIT="Groups_Node_DN"> <metadataManagementGroup name="Region 1" groupDN="group_distinguished _name"/> <metadataManagementGroup name="Region 2" groupDN="group_distinguished _name"/> </groups> </ldapAdapter> --> </identity>
  • 21. J10151 Esri White Paper 17 Appendix 3: Modifications to the geoportal.xml File Lines Modifications (changes highlighted) Original <!-- Context configuration file for the Geoportal Web App --> <Context docBase="<Geoportal 10 web app name>" path="/<Geoportal 10 web app name>" debug="0" reloadable="true" crossContext="true"> <Resource name="jdbc/gpt" auth="Container" type="javax.sql.DataSource" driverClassName="<jdbc driver name>" url="<jdbc connection string>" username="<Geoportal database user>" password="<Geoportal database user password>" maxActive="20" maxIdle="10" maxWait="-1" /> </Context> New <!-- Context configuration file for the Geoportal Web App --> <Context docBase="geoportal" path="/geoportal" debug="0" reloadable="true" crossContext="true"> <Resource name="jdbc/gpt" auth="Container" type="javax.sql.DataSource" driverClassName="org.postgresql.Driver" url="jdbc:postgresql://localhost:5432 /postgres" username="geoportal" password="geoportal" maxActive="20" maxIdle="10" maxWait="-1" /> </Context>
  • 22. Printed in USA Contact Esri 380 New York Street Redlands, California 92373-8100  usa 1 800 447 9778 t  909 793 2853 f  909 793 5953 info@esri.com esri.com Offices worldwide esri.com/locations Esri inspires and enables people to positively impact their future through a deeper, geographic understanding of the changing world around them. Governments, industry leaders, academics, and nongovernmental organizations trust us to connect them with the analytic knowledge they need to make the critical decisions that shape the planet. For more than 40 years, Esri has cultivated collaborative relationships with partners who share our commitment to solving earth’s most pressing challenges with geographic expertise and rational resolve. Today, we believe that geography is at the heart of a more resilient and sustainable future. Creating responsible products and solutions drives our passion for improving quality of life everywhere.