Installing and Administering ArcGIS Desktop

1. Installing and Administering ArcGIS Desktop Chris Whitmore Natalie Hansen UC2008 Tech Workshops

2. Agenda • Preparing to install • Installing ArcGIS Desktop • Maintaining the installation • What’s new at 9.3 and 9.3.1 • Tips for smoother installations • Software deployment • Questions and answers UC2008 Tech Workshops

3. Products • ArcGIS Desktop = ArcView, ArcEditor, ArcInfo • ArcView, ArcEditor, ArcInfo = ArcMap, ArcCatalog, ArcToolbox (integrated) • ArcInfo = ArcGIS Desktop (ArcInfo) + ArcInfo Workstation • ArcReader • ArcGIS Explorer • ArcGIS Engine Runtime • ArcGIS Engine Developer Kits (5) • ArcGIS Desktop Developer Kits (4) UC2008 Tech Workshops

4. Products • ArcGIS Server for the Microsoft .NET Framework • ArcGIS Server Web ADF Runtime for the .NET Framework • ArcGIS Server for the Java Platform • ArcIMS • ArcIMS Web ADF for the Microsoft .NET Framewok • ArcIMS Web ADF for the Java Platform • ArcSDE • ArcGIS Image Server UC2008 Tech Workshops

5. Site Configuration • Unlimited machines with ArcGIS Desktop installed. • License manager – one or more UNIX or Windows machines as the license server for concurrent licenses. (Desktop and Workstation only) • Server machines – ArcSDE, ArcIMS, ArcGIS Server. • Development machines – Application Developer Frameworks. • All ArcGIS9.3.1 products can co-exist on same machine. UC2008 Tech Workshops

6. Site Configuration Windowsor UNIX machine Windowsor UNIX machine LICENSE MANAGER ArcSDE ArcIMS ArcGIS Server DESKTOP (ArcInfo, ArcView, ArcEditor) Windows DESKTOP (ArcInfo, ArcView, ArcEditor) Windows DESKTOP (ArcInfo, ArcView, ArcEditor) Windows LAPTOP (Single-use:ArcView, ArcEditor) Windows LAPTOP (Single-use:ArcView, ArcEditor) Windows UC2008 Tech Workshops

7. Previous versions • Uninstall all previous versions of ArcGIS, Python, third party applications before installing 9.3 products. Utility available for download. • Getting Ready for 9.3 - Uninstall Utility • ArcGIS Desktop 9.3 requires new License Manager. • 9.3 license manager: 9.0, 9.1, and 9.2 keycodes will work for 9.3 products. No new hardware key or keycodes required. • One machine (and one hardware key) can support 8.x and 9.3 license manager. • Single Use products require re-registering. 9.0, 9.1, 9.2 authorization files will not work for 9.3 or 9.3.1. UC2008 Tech Workshops

8. Upgrading from 9.3 to 9.3.1 • Determine installed products using PatchFinder931.exe. • Apply update from update media. No need to uninstall 9.3! UC2008 Tech Workshops

9. PatchFinder931.exe UC2008 Tech Workshops

10. Installing ArcGIS Desktop • Obtain a keycode for the license manager installation, if necessary. • Determine the license manager machine. • Install the new license manager. • Perform an administrative installation of ArcGIS Desktop on network server. (for supporting multiple clients) • Install ArcGIS Desktop on client machines from network server. • Or install ArcGIS Desktop on client machines from CD, DVD or shared media image. UC2008 Tech Workshops

11. DVD start up UC2008 Tech Workshops

12. Installation options UC2008 Tech Workshops

13. Network vs. Local Installation • Install ArcGIS as an administrative network installation point • shares the setup for client machines to install from • defines the license manager for client setups • UI dialog driven or silent for admin and client installations • ESRI_LICENSE_HOST=<machine name> • Tip: Do not remove the admin after the clients are installed • Install ArcGIS for individual use • install on one machine • choose an existing license manager on your network • UI dialog driven, silent installation or deployed UC2008 Tech Workshops

14. Client or Local Installation • Client installation is run from network server. • Local installation is run from CD or DVD. • Run setup.exe or setup.msi*. • If using setup.msi to install, you can utilize Windows Installer (msiexec.exe) commands to control the installation. UC2008 Tech Workshops

15. Selecting Software Product Type • The software product type should reflect a license (keycode) purchased. • You can change this software product type after installation without uninstalling and reinstalling. (requires registry permissions) • This is the license type checked out when you start any of the applications. • The setup will allow you to select a type that is not available from your license manager. • Command line property is SOFTWARE_CLASS • Values are Viewer, Editor or Professional UC2008 Tech Workshops

16. Selecting Software Product Type UC2008 Tech Workshops

17. Typical, Custom, and Complete • Typical = ArcMap, ArcCatalog, ArcReader, Python, .NET Support feature. • Does not include extensions. • .NET Support feature requires .NET 2.0 • Custom = any feature combination • Complete = ALL features. UC2008 Tech Workshops

18. Installation Location • All products installed on one machine have the same installation directory (except Workstation, ArcSDE, ArcGIS Explorer). • These products include the Developer Kit setups also. Be aware of disk space requirements when choosing the installation location of the first product. • Workstation will not install in the same location, different structures. • Workstation can not be installed in a folder with spaces. • Command line property is INSTALLDIR UC2008 Tech Workshops

19. Python Requirement • ArcGIS Desktop 9.3.1 requires Python 2.5.1 and Numerical Python 1.0.3 only. • Requirement of some geoprocessing tools. • Installed by the ArcGIS Desktop setup. UC2008 Tech Workshops

20. Python Installation Location • Python should not be installed in a location with spaces. • Command line property is INSTALLDIR1 • INSTALLDIR1=d:\Python25_new_location • Default location C:\Python25\ Note: If using silent install msiexec commands and INSTALLDIR1 is not specified, the default Python installation location is the local drive with the most available disk space. UC2008 Tech Workshops

21. Python installation location UC2008 Tech Workshops

22. Silent Installation • Requires: Windows Installer 3.1 • If not on system, available in media kit: instmsi3.exe. • Standard msiexec command line parameters can be used to install ArcGIS 9: • Msiexec /i, Msiexec /x, Msiexec /a, Msiexec /p… • To perform a silent installation of all features: msiexec /i <location of ArcGIS setup>\setup.msi ADDLOCAL=ALL /qb • To add individual features silently: Msiexec /i <location of ArcGIS setup>\setup.msi ADDLOCAL=<feature1>,<feature2>,… /qb • To perform a silent uninstall: msiexec /x <product GUID> /qb • The install guides provide the command line parameters to install ArcGIS products without a UI. UC2008 Tech Workshops

23. Installing Optional Components • Tutorial Data, Crystal Reports and ArcGIS Desktop Developer Kit setups are available also. • To install by command line or deploy, separate packages or setup commands are required for these. These optional items are their own setup programs. UC2008 Tech Workshops

24. Installing Optional Installation Components Later • Installing ArcGIS Desktop Developer Kits: • Run setup.exe or setup.msi from the SDK folder for the particular platform you want. • From DVD start up. • Installing Tutorial Data: • Run setup.exe or setup.msi from Tutorial folder. • From DVD start up. • Installing Crystal Reports XI runtime for ESRI: • Run setup.exe or setup.msi from the Crystal Reports XI folder. • From DVD start up. UC2008 Tech Workshops

25. DVD start up UC2008 Tech Workshops

26. How To Add An Extension • Obtain a keycode. • Install the keycode on your license manager machine (Update License – no need to uninstall and reinstall or stop and restart the LM). • Install the extension. • In ArcMap/ArcCatalog load the extension using Tools > Extensions. • Command line property is ADDLOCAL. • If a service pack is already installed, no need to install it again after installing extensions UC2008 Tech Workshops

27. Adding an extension UC2008 Tech Workshops

28. Concurrent and Single Use on the same machine • At 9.3, no longer need to run setup.exe to enable product switching between Concurrent and Single Use. • Concurrent use media: Concurrent use and ArcView Single Use switched enabled. • Run EnableAESU.exe to enable concurrent use and ArcEditor Single Use. Available on ArcEditor Single Use media. • ArcView Single Use media: Concurrent Use and ArcView Single Use. • ArcEditor Single Use media: Concurrent Use and ArcEditor Single Use. UC2008 Tech Workshops

29. Concurrent and Single Use on the same machine • Registration Wizard allows you to register Single Use products for use. • Desktop Administrator allows you to switch between concurrent and single use product. • Can not share extensions – register single use/keycode for concurrent. • Must have separate licenses for both Single Use and Concurrent Use. UC2008 Tech Workshops

30. Desktop Administrator • Start > Programs >ArcGIS > Desktop Administrator. • Switch software types between ArcView, ArcEditor or ArcInfo. • Change the license manager. • View available licenses for any license manager on your network. • Register single use products. • Review installation and service pack information. UC2008 Tech Workshops

31. Desktop Administrator UC2008 Tech Workshops

32. Installing ArcGIS 9 Service Packs • ArcGIS 9 service packs are .msp files. • To install the .msp file: 1. On a local, or client, machine – double click the .msp file to launch it 2. On network installation: • msiexec /a <location of admin installation>\setup.msi /p <location of service pack>\servicepack.msp • On the client machine: msiexec /i <location of network installation>\setup.msi REINSTALL=ALL REINSTALLMODE=vomus 3. Perform a new install and apply the service pack at the same time: • msiexec /i <location of setup>\setup.msi PATCH=<location of service pack>\ArcGISDesktop92SP6.msp /qb UC2008 Tech Workshops

33. Service pack information • All products on the same machine and in the organization should be at the same SP release • How to tell if a Service Pack is installed • Desktop Administrator for ArcGIS Desktop • PatchFinder931.exe for all products • Reports products installed and each SP level • http://support.esri.com UC2008 Tech Workshops

34. What’s New at 9.3 and 9.3.1 • Using setup.exe to enable concurrent use and single use on the same machine no longer necessary. • Vista/Server 2008 support • Vista SP1 required • Python 2.5.1 and Numerical Python 1.0.3 are the only supported versions of Python for Engine, ArcGIS Desktop and ArcGIS Server geoprocessing UC2008 Tech Workshops

35. VBA changes at 9.3 • ArcGIS Desktop 9.3 uses Visual Basic for Applications (VBA) 6.5. 9.2 used VBA 6.3. • At 9.2, VBA 6.3 components were part of the desktop installation. At 9.3, VBA 6.5 is installed by two setup.msi’s. • ArcGIS Desktop setup.exe will install VBA 6.5. • ArcGIS Desktop setup.msi will not. The VBA 6.5 setup.msi’s have to be installed separately if using ArcGIS Desktop setup.msi. The VBA setup.msi’s are in their own folder within the Desktop folder. • Use scripting!!! UC2008 Tech Workshops

36. 9.3.1 Update Media UC2008 Tech Workshops

37. 9.3.1 Update Media UC2008 Tech Workshops

38. Demo – Scripting with batch files UC2008 Tech Workshops

39. Installation Tips and Tricks • Registering directly – no authorization file is received. • ArcReader is an application feature available with all ArcGIS Desktop setup programs (a typical “default” option with 9.3.1). • ArcReader Standalone and the ArcReader Desktop feature can not be installed on the same machine. UC2008 Tech Workshops

40. Tips and Tricks • Permissions required to successfully run the setup: • Administrative rights • OR installing a managed setup with elevated privileges. • SYSTEM account requires full control to system drive and target installation drive. (even if the installing account is an administrative account) UC2008 Tech Workshops

41. Tips and Tricks • Repair – starting an application and the windows installer starts or requests source. This behavior is encountered when the system integrity (usually system files) has been modified after ArcGIS was installed and ArcGIS required resources have been affected. The repair (resiliency) feature of the Windows installer attempts to reinstall the required resources. THIS IS A GOOD THING. • The system event viewer logs this activity for analysis. The issue is usually a degraded or deleted system file. UC2008 Tech Workshops

42. Tips and Tricks • Installing silently topic in all install guides provide examples with specific properties and values for command line installations • There is no such thing as a “manual” uninstallation of MSI based setups. Deleting files and registry keys does not fully remove an MSI based setup package • Do NOT remove files from C:\Windows\Installer UC2008 Tech Workshops

43. Uninstallation Tips • Local and client installations, use Add/Remove to uninstall, uninstall silently using command line parameters, or uninstall utility. • To uninstall silently: msiexec /x (product code) /qb • Network installations do not provide an Add/Remove entry, you must DELETE your installation folder to remove it. Very important when installing the next release – either delete the previous or install the next in a different location. e.g., C:\ArcGIS_92 versus C:\ArcGIS_931. UC2008 Tech Workshops

44. Troubleshooting Tips • Installation log file – helpful information. • Msiexec.exe /i <path>\setup.msi /L*V c:\my.log • Send this log to tech support for analysis • Enable Windows Installer logging for all setups. UC2008 Tech Workshops

45. Installation Tips For Citrix Users • Set the user environment variable ESRI_SOFTWARE_CLASS to the product you need to run. Options are (these are case sensitive): Viewer for ArcView Editor for ArcEditor Professional for ArcInfo Although the application title does not change, the application functionality will reflect the setting. UC2008 Tech Workshops

46. More Information For Citrix users • Knowledge Base articles • ID 24633 • ID 23661 • A white paper titled 'Support for Windows Terminal Server (WTS) and Citrix MetaFrame' is available on ESRI's support site. • Technical Workshop – Hosting ArcGIS Desktop User Workflows on a Citrix Server • Thursday, July 16 12:00 PM– 1:00 PM (Room 28 A) UC2008 Tech Workshops

47. Software DeploymentWhat Is Software Deployment? • The mass distribution of software • Installation without physically being at the machines • The ability to manage setups • The ability to control a users environment • The ability to install in a secure lockdown environment UC2008 Tech Workshops

48. Software Deployment Methods • Microsoft Systems Management Server (SMS) • Microsoft Active Directory - Group Policy Software Deployment • Batch files • Other successes reported by clients UC2008 Tech Workshops

49. More Information • See the white paper: “ArcGIS 9.3 Enterprise Deployment” for: • List of setups that can be deployed • List of setups that can be deployed in lockdown • System requirements • Modifying parameters in a transform file • MSI command line parameters for deployment using SMS • Known issues • Deploying service packs • Knowledge Base Article 26751 – creating Transforms for Desktop using Orca • Attend the Workshop! UC2008 Tech Workshops

50. Where to Get Help • Install guide, install.htm located in the product folder of each DVD and installed for some products • Knowledge Base articles available from the ESRI support page, http://support.esri.com - check it often and frequently • Discussion forums • White paper: “ArcGIS 9.3 Enterprise Deployment” UC2008 Tech Workshops