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April201

Content
1. PRE
2. SELE
3. CON
3.1.
3.2.
4. SETU
4.1.
4.2.
4.3.
5. DEPL
5.1.
5.2.
6. DEPL
7. JDBC
8. SMO
9. DESK
9.1.
9.2.
9.3.
APPENDIX

11
ts
INSTALLATION
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FIGUREADIR
INSTALLANE
ADAPTANEX
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ORACLE......
SQLSERVER
POSTGRESQL
LOYANDCON
DEPLOYGEO
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GEOPORTALC
GEOPORTALP
WMCCLIEN
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ECTORYSERV
WDIRECTORY
XISTINGDIREC
BASE............
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FIGURETHEG
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THEGEOPORTA
FIGURETHES
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GEOPORTAL..
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CSWCLIENTS
PUBLISHCLIE
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EFROMGEOP
Ge
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MECHANISMFO
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CTORYSERVER
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GEOPORTALW
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AL................
ERVLETWEBA
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ORTHEGEOPO
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DCLIENT.......
R..................
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WEBAPPLICAT
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APPLICATION
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SION9.3.XTO
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ORTALSERVER
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OGEOPORTAL
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Guide
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LSERVERVERS
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GeoportalServerInstallationGuide
April2011 1
INTRODUCTION
ThisdocumentisaguideforinstallingandinitialconfigurationoftheGeoportalServerversion
1.1.Therearethreecommonscenariosforinstallingthissoftware:1)yourorganization
installedaprevious9.3.xoftheArcGISServerGeoportalextensionandnowyouwantto
upgradetotheGeoportalServer,2)yourorganizationhasdownloadedtheGeoportalServer
andwillbedeployingitastheinitialGeoportalimplementation,or3)yourorganizationhas
implementedArcGISServerGeoportalextensionversion10andyouwanttomovetothe
GeoportalServer.
IMPORTANT:IfyouhavealreadyimplementedtheGeoportalextensionatversion9.3.xand
justwanttoupgrade,pleasegotoAppendixAattheendofthisdocumentandfollowthe
guidelinesthere.IfthisisyourorganizationsinitialinstallationoftheGeoportalServer,begin
atthefirststepbelowandfollowinstructionsallthewaythrough.
AfterinstallingtheGeoportalServer,thedocumentationavailableat
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Main_Pageprovides
additionalinformationforcustomizations,usage,troubleshooting,andmore.
1. PREINSTALLATIONREQUIREMENTS
Priortoinstalling,pleasereviewthesystemandpreinstallationrequirements.See
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Preinstallation

2. SELECTANAUTHENTICATIONMECHANISMFORTHEGEOPORTALSERVER
TheGeoportalServerofferstwodifferentauthenticationmechanismsSimpleAuthentication
orLDAPAuthentication.Whichoneyouselectdependssolelyonyourgeoportalinstance
requirements.Thetablebelowgivesaquicksummaryoffeaturesavailableineachoption,
followedbyamoredetailedexplanation.
Feature Simple
Authenticatio
n
LDAP
Authenticatio
n
Singlesignonwithotherapplications
Userroles
Useraccounts/profiles
LDAPsoftwarerequired
Authenticationconfiguredinpropertyfile
Quickinstallation

GeoportalServerInstallationGuide
April2011 2
SimpleAuthentication
Withsimpleauthentication,thereisonlyoneuserinthegeoportaltheadministrator.This
userisspecifiedinthemaingeoportalconfigurationfile,gpt.xml.Choosingthisauthentication
mechanismdoesnotrequireanyadditionalexternalsoftwaretobeinstalled.Singlesignon
betweenthegeoportalandotherapplicationsisnotpossible.
Thismechanismisaquickoptionforinitialapplicationtesting,butisnotrecommendedfora
productionenvironment.
Ifyouchoosesimpleauthenticationforyourgeoportalinstance,pleaseskipSection3:
ConfigureaDirectoryServerforthegeoportal,andproceedtoSection4:Setupthedatabase.

LDAPAuthentication
ForfullfunctionalityofuserbasedrolesintheGeoportalServer,andtohavethepossibilityof
singlesignonwithotherapplications,anLDAPenabledDirectoryServerisrequiredforthe
authenticationmechanism.YoumayuseanexistingDirectoryServerifyoualreadyhaveonein
yourorganization.IfyoucurrentlydonothaveaDirectoryServer,andyouwishtohaveuser
basedroles,and/orsinglesignon,youwillneedtoinstallaDirectoryServer.

IfyouchooseLDAPauthenticationforyourgeoportalinstance,pleaseproceedwithSection3:
ConfigureaDirectoryServerforthegeoportal.

3. CONFIGUREADIRECTORYSERVERFORTHEGEOPORTAL
Foracompletefeaturerichgeoportal,theauthenticationmechanismmustrelyonLDAP
communication.IfyoualreadyhaveanexistingDirectoryServersetupinyourorganization,youmay
useitforgeoportalpurposeswithminimalconfigurationcustomizations.Foruserswithoutapre
existingDirectoryServer,section3.1willhelpyouthroughthestepsofsettingupanopensource
DirectoryServerforthegeoportal.
IfyouhaveanexistingDirectoryserveraccessibleviaLDAP,skipstep3.1andproceeddirectlytostep
3.2.

Geoporta
April201
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GeoportalServerInstallationGuide
April2011 4
Enterthefollowingparameters:
a. HostthemachinenameonwhichtheLDAPserverwasinstalled.
b. PorttheportnumberonwhichtheLDAPserverisrunning.ApacheDirectory
Serverdefaultisusually10389or19389.
c. ProtocolselectLDAPv3
d. DSMLServiceleaveblank
e. BaseDNleaveblank
f. LevelselectUser+Password
g. UserDNthedistinguishedname(identifier)ofthedefaultadminuser.Apache
Serverdefaultis:uid=admin,ou=system
h. PasswordthepasswordtotheLDAPserver.ApacheServerdefaultis:secret

ClickOK.

Ifallsettingsarecorrect,theconnectiondialogwilldisappear,andinthelefthandpane
oftheJXplorerwindow,withtheExploretabselected,youshouldseeatreestructure,
withWorldbeingthetopnode,withcom,schemaandsystemnodesbeneathit.

Iftheconnectionsettingsareincorrect,anerrormessagewillappear,andthe
connectiondialogwillstillbeopen.Verifyyoursettingsandtryestablishingthe
connectionagain.

Nexttimeyougointotheconnectiondialog,thesettingsyouenteredwillnolongerbe
present.Tosavethesettings:

a. Enterinallnecessaryinformationfromstep2above.
b. ClicktheSavebuttoninthebottomleftcorner.
c. EnteratemplatenameintheReplace/CreateTemplatedialog.
d. ClickOK.

Toopenaconnectionwithsavedsettings,opentheconnectiondialog,andchoosea
savedtemplatefromthedropdownlistnearthebottomofthedialog.Allprevious
settingsshouldautomaticallyfillout,exceptforthepassword.

EnterthepasswordfortheadminuserandclickOK.

Nowthatyouhaveadirectoryserveravailable,andaclientwithwhichtobrowseit,youneed
toconfigurethedirectoryserverforthegeoportal.

GeoportalServerInstallationGuide
April2011 5
3.1.4. Createaninitialuser
Inthisstepyouwillcreateauserentry,towhichyouwilllatergrantgeoportaladministrator
privileges.
OpenJXplorerifitisntalreadyopenandconnecttoyourDirectoryServer.

RightclickontheusersorganizationalunitandselectNewfromthecontext
menu.TheSetEntryObjectClassesdialogappears.

EnsurethatthecheckmarkisonfortheSuggestClasses?optionatthetopofthe
dialog.

Thefollowingfour(4)classesneedtobechosenforthisnode:
o organizationalPerson
o inetOrgPerson
o person
o top

IfanyofthefourclasseslistedabovearenotlistedintheSelectedClasses:panel
ontheright,addthemtothepanelbyselectingtheminthelefthandpanel
AvailableClasses:andclickingtheAddbutton.

Ifmorethanthefourclasseslistedabovearelisted,removetheextrasbyselecting
themintherighthandpanelSelectedClasses:andclickingtheRemovebutton.

Inthesecondtextbox,labeledEnterRDN,typeincn=gptadmin.Thissetsthe
usersnameasgptadmin.Youcanchooseadifferentnameifyouwant,asthe
geoportaldoesnotrelyonthenameoftheuserbutratherthegrouptheuser
belongstoforrolebasedfunctionality.

ClickOK.Thiscreatesausercalledgptadmin.Later,youwillmovethisnewlycreated
usertoageoportaladministratorsgroup.

YouaretakenimmediatelytotheTableEditortab,whereadditionalpropertiesneed
tobefilledinforthisuser.

Filloutthefollowingadditionalattributesbyclickinginthevaluecolumnbyeach
attributeandtypinginanentry:
o snuserslastname.Typegptadmin
o mailusersemail(incaseofforgottenpassword).
o uidusersuserId.Thisneedstobethesameastheusernameusedto
createtheentry(andthesameasthecnattributevaluelistedinthetable)
i.e.gptadmin
GeoportalServerInstallationGuide
April2011 6
o userpassworduserspassword.Whenthevaluecolumnofthepassword
fieldisclicked,aUserPasswordDatadialogwillappear:
Entertheuserpasswordinthe1
st
box.
Reentertheuserpasswordinthe2
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box.
SelectSHAfromthedropdownlist.
ClickOK.

ClickSubmit.

Thenewgptadminusershouldappearasanewnodeundertheusers
organizationalgroupintheexplorertree.

Repeattheabovesteps,creatingnewusersfortheremaininggeoportalroles.We
suggestusingthefollowingusernames:
o gptpublisher
o gptuser

YourDirectoryServerisnowreadytobepopulatedwithadditionalgeoportalspecificentries.
FollowthestepsinSection3.2tofinishconfiguringyourDirectoryServerforthegeoportal.

3.2. ADAPTANEXISTINGDIRECTORYSERVER
Thegeoportalreliesonuserrolesinordertograntvarioususerandfunctionalityprivileges.
Thethreepredefinedgeoportalrolesare:
Administrator
Publisher
RegisteredUser
WithLDAPauthentication,thedefinitionofthegeoportalrolesisachievedbycreatingDirectory
Servergroupentries.Agroupentryisdefinedasanentrythathasanobjectclassof
groupOfUniqueNames,therebyallowingittohavemember(person)entries.

3.2.1. Creategroupsforthegeoportalroles
ThegroupstructureinyourDirectoryServerdoesnothavetoadheretoanyparticular
schema.Howeveritisstronglyrecommendedthatyouadheretoagroupstructurewhich
mapsdirectlytothepredefinedgeoportalroles.
GeoportalServerInstallationGuide
April2011 7
IfyouareworkingwithanewlyinstalledDirectoryServer,thisisfairlystraightforwardto
create,andinstructionsareprovidedinthissection.
IfyouareworkingwithanexistingDirectoryServer,youcaneithercreateanewsetof
groupsspecificallyforthegeoportal,ordecidewhatthebestpossiblemappingisofyour
existinggroupstothenewgeoportalroles.Thisneedstobedoneinsuchawaythatitdoes
notdisruptyourexistingapplicationsauthenticationmechanisms,yetcanbeadaptedto
thegeoportalrequirements.
Thestepsinthissectionassumethefollowing:
a) YouareusingJXplorerasyourDirectoryServerclientbrowser.
b) Youwillbecreatinggroupsthatdirectlymaptothegeoportalroles.
c) Youhaveanorganizationalunitinyourdirectorystructurecalledgroups.Ifyou
haveanotherorganizationalunit,substituteyourorganizationalunitsnameforthe
wordgroupsinthestepsbelow.
1. OpenJXplorerifitisntalreadyopenandconnecttoyourDirectoryServer.

2. RightclickongroupsandselectNewfromthecontextmenu.TheSetEntryObject
Classesdialogappears.

3. EnsurethatthecheckmarkisonfortheSuggestClasses?optionatthetopofthe
dialog.

4. Thefollowingtwo(2)classesneedtobechosenforthisnode:
a. groupOfUniqueNames
b. top

5. Ifanyofthetwoclasseslistedabovearenotlisted,addthemtothepanelbyselecting
theminthelefthandpanelAvailableClasses:andclickingtheAddbutton.

6. Ifmorethanthetwoclasseslistedabovearelisted,removetheextraonesbyselecting
themintherighthandpanelSelectedClasses:andclickingtheRemovebutton.

7. Nowyouwillcreateagroupforthegeoportaladministrators.Enteragroupnameof
gpt_administratorsbyfillingoutthesecondtextbox,labeledEnterRDN.Leavethe
cn=textpresentintheboxorenterincn=ifthetextisnotpresentandtypeinyour
groupnameaftertheequals(=)sign.i.e.cn=gpt_administrators

8. ClickOK.

GeoportalServerInstallationGuide
April2011 8
9. YouaretakenimmediatelytotheTableEditortab,wheretheuniqueMember
attributemustbespecified:
Sincememberidsarenottrivial,temporarilyenterdummyinformationforthe
valueofuniqueMember.Eventhoughyouareputtingindummyinfo,itstillhas
toconformtoLDAPstandards.Entercn=abc.
ClickSubmittocreatethegroup.Thenewgroupgpt_administratorsshould
appearasanewentryunderGroupsintheexplorertree

10. Nowyouwilladdarealusertothisgroup.NavigatetotheUsersbranch,andrightclick
onausertobeamemberofthegeoportaladministratorsgroupyoujustcreated.
SelectCopyDNfromthecontextmenu.Thiscopiestheusersdistinguished
name(auniqueLDAPuseridentifier)totheclipboard.
GobacktotheGroupsbranchandclickonthegpt_administratorsgroup.
Inthetableeditorpanelontherighthandside,clickinsidethevaluecolumnfor
theuniquememberattributethathasthedummycn=abcvalue.
Pressctrl+vonyourkeyboardtopastethecopiedDNfromtheclipboardintothis
valuefield.
ClickSubmit.

Repeattheabovesteps,creatingnewgroupsfortheremaininggeoportalroles.Usethe
followinggroupnamesandassociatetheappropriatelycorrespondingusersthatyou
createdinStep3.1.4,orwhoalreadyexistinthedirectorystructureforyour
organization:

o Forgeoportalpublisherusers,createagroupcalledgpt_publishers
o Forgeoportalregisteredusers,createagroupcalledgpt_registeredUsers

4. SETUPTHEDATABASE
IMPORTANT:Thefollowingsectionsassumethatyouhavedownloadedandunzippedthe
GeoportalServerzipfiles.Fileswithinthosezipfilesarerequiredforthenextsteps.
Thegeoportaldatabasescriptscreateaschemainthedefaultdatabaseinyoursystem.Ifyou
wouldlikethegeoportaltablestoexistinitsowndatabase,youwillwanttocreateanew
databaseuponwhichyouwillrunthegeoportaldatabasescripts.Thisisrecommendedfor
requirementsonbackinguporrestoringyourgeoportaldatabase.
IMPORTANT:Thedatabasesetupinstructionsvarysignificantlydependingonthedatabase
softwareused.
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April201
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GeoportalServerInstallationGuide
April2011 12
4.2. SQLSERVER
Inthissectionyouwilluseascripttosetupthedatabase,usersandserverloginsthatwillbe
usedforthegeoportal.Thegeoportalshouldruninitsowndatabase.Thesamplevaluesbelow
areusedasexamplesbutcanbesettodifferentvaluesifnecessaryforyourgeoportal
implementation.Whenyouchoosedifferentvalues,youmayneedtoaltersomedefaultvalues
inthegeoportalconfigurationfiles:

Databasename:geoportal
DatabaseLoginandUser:geoportal
DatabaseLoginandUserPassword:geoportalpwd

IMPORTANT:IfyouhavetheEnforcePasswordPolicyoptionenabledbydefaultfor
allnewusers,thenyouwillneedtochooseauserpasswordinkeepingwithyour
organizationspasswordpolicy.Thisisusuallyacomplexpassword.Ifyoudonotselecta
passwordinkeepingwiththepasswordpolicy,thescriptmayfail.

VerifythatyourserverallowsbothWindowsauthenticationandSQLServer
authentication.IfyourserveronlyallowsWindowsauthentication,thentheuserthat
thescriptcreateswillnotbeabletologontocreatethetables.Theerrorinthe
build_schema.logfilewillread'Loginfailedforuser'.Tocheckandpossiblychangethe
securityauthenticationmode(asperMicrosoft,articlehttp://msdn.microsoft.com/en
us/library/ms188670.aspx),dothefollowing:

o LogintoSQLServerManagementStudio.
o InSQLServerManagementStudioObjectExplorer,rightclicktheserver,and
thenclickProperties.
o OntheSecuritypage,underServerauthentication,selectthe"SQLServer
andWindowsAuthenticationMode"radialifitisnotalreadyselected,and
thenclickOK.
o IntheSQLServerManagementStudiodialogbox,clickOKtoacknowledge
therequirementtorestartSQLServer.

Openacommandwindow.Start>Run>cmd

Changethedirectorytothe<GeoportalDir>\DatabaseScripts\SQLServerfolder

4.2.1. Createdatabaseschema
Tosupportmultilingualgeoportals,theSQLServerdatabasemustbeabletosupportUnicode
characters.IfyourgeoportalwillbeinalanguageotherthanEnglish,youshouldrunthe
Geoporta
April201
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GeoportalServerInstallationGuide
April2011 14
War ni ng! The maxi mumkey l engt h i s 900 byt es. The i ndex
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' GPT_RESOURCE_I DX11' has maxi muml engt h of 4000 byt es. For some
combi nat i on of l ar ge val ues, t he i nser t / updat e oper at i on wi l l f ai l .


4.3. POSTGRESQL
SettingupaPostgreSQLdatabaseforthegeoportalconsistsoftwostepssettingupdatabase
permissions,andcreatingthedatabaseschema.Eachofthesestepsisaccomplishedby
runningascript:
1. Agrantsscriptsthatsetstheuserpermissionsforcreatingthegeoportalschema

2. Acreateschemascriptthatcreatesthetablestructure,procedures,andtriggersand
populatestablesinthegeoportalschema.
Thescriptsarelocatedin<GeoportalDir>\DatabaseScripts\PostgreSQL
4.3.1. Grants:grants_pg.cmd
Thisscriptcreatesadatabaseschemacalledgeoportal,aswellasanassociateduser,also
namedgeoportal.Italsoestablishespermissionsforthegeoportalusertothegeoportal
schema.
Openacommandpromptwindow.Start>Run>cmd

Changedirectoriestopointto<GeoportalDir>\DatabaseScripts\PostgreSQL.

Runthegrants_pg.cmdfilefromthecommandpromptwindowusingthefollowing
parameters:

Usage:grants_pg[host][port][database][geoportalschema][userToConnect]
[geoportalUser]
Where
[host]isthemachinenamehostingPostgreSQL
[port]istheportnumberofPostgreSQL.Default=5432
[database]isthedatabasenameforthegeoportal.Default=postgres
[geoportalschema]isthenameforthegeoportalschema.Default=geoportal
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ortalapplica
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Accepte
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GeoportalServerInstallationGuide
April2011 18
address.
smtpPort Portonwhichthemailserverruns Integerspecifyinga
port.
siteEmailAddress Theemailaddressofthepersonwhoisto
receivefeedbackforms,andistheemail
addressfromwhomemailissentoutfrom
thegeoportal.
Anyvalidemail
address.
smtpAuth Settingsforusername,passwordand
whetherthepasswordisencryptedifthe
smtpserverrequiresauthentication
Validstringvaluesfor
usernameand
password.Trueor
falseforthe
encrypted
parameter.

Next,findtheinteractiveMapstarttag.TheinteractiveMapsettingsdetermine
informationaboutthemapusedonthesearchpage.Setthepropertiesasperthetable
below.Forpropertiesnotmentioned,leavethedefaultsalreadysetinthefile.
PropertyName Function AcceptedValues
jsapiUrl URLtotheArcGISServerJavaScriptAPI.
Default:
http://serverapi.arcgisonline.com/jsapi/
arcgis/?v=2.0
AnyvalidURLpointingto
theArcGISServer
JavaScriptAPI.
mapServiceUrl RESTURLtoamapservicethatistobe
usedforthemaponthesearchpage.
Example:
http://localhost:8399/arcgis/rest/service
s/MapServiceName/MapServer
AnyvalidRESTURL
pointingtoanArcGIS
Servermapservice.
mapServiceTyp
e
Thecachingschemeforthemapservice String.dynamicor
tiled.Note:thesearch
mapmaynotdisplaytiled
servicescorrectly.Forbest
results,setthisto
dynamic.
geometryServic
eUrl
RESTURLtoageometryservicethatis
usedtohandletheprojectionof
coordinateswhenusingaprojectedmap
service.Example:http://
localhost:8399/arcgis/rest/services
/Geometry/GeometryServer
AnyvalidRESTURL
pointingtoanArcGIS
ServerGeometryService.
GeoportalServerInstallationGuide
April2011 19
locatorUrl URLtoanArcGISServerlocatorservice,
usedforthefindplacefunctionality.
AnyvalidURLpointingto
anArcGISServerlocator
service.
locatorSingleFie
ldParameter
Parameternameassociatedwithasingle
fieldlocator.Thisisusedfortheplace
searchfunctioninthegeoportalsearch
pagemap.
Stringvaluerepresentinga
locatorfield.Thiswillbe
oneoftheAddressFields
parameterswhenyouview
thelocatorservice
informationinaweb
browser(Examples:City,
State,Zip).

Findthecatalogstarttag.Thecatalogsettingscontaingeneralinformationneededbythe
Geoportaltoconnecttothedatabaseandappropriateschema.Setthefollowingproperties:
PropertyName Function AcceptedValues
gptTablePrefix Theprefixthatisusedforalldatabasetables
createdforthegeoportal
Stringrepresentinga
tableprefix.Default:
GPT_

ThelucenesettingscontaininformationabouttheLuceneindex.Luceneisthelocalindexing
engineusedbythegeoportalforindexingpublisheddocumentsforfastretrievalinasearch
(see
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Using_Lucene_Search_Text
_Queriesformoreinformation).IMPORTANT:Youwillneedtocreateafoldertoholdthe
indexfiles.Aftercreatinganewfolderandgivingitasensiblename(e.g.,lucene)setthe
followingproperties:

PropertyName Function AcceptedValues


indexLocation Absolutepathtothefolderthatwillhold
indexeddocuments.Thiscanbeanypathon
yourmachine.Example:C:\lucene
Stringrepresentingan
absolutepath.
writeLockTime
out
TimeinmillisecondsthatLucenewillwait
toacquireawritelock.Thewritelockis
usedtokeepprocessesfromconcurrently
attemptingtomodifyanindex.Lucenewill
attimesgenerateaninactivewritelockfile
Anyinteger.Default:
"60000",whichis60
seconds
GeoportalServerInstallationGuide
April2011 20
withinthe
indexLocationfolder,andthisfilemay
requiremanualdeletion.
useNativeFSLoc
kFactory
IftrueaNativeFSLockFactoryisused
otherwiseuseaSimpleFSLockFactory.For
NativeFSLockFactorydocumentation,see
http://lucene.apache.org/java/2_4_0/api/or
g/apache/lucene/store/NativeFSLockFactory
.html
Booleanvalue:true
orfalse.Default:
"true"
analyzerClassN
ame
TheclassnamefortheLuceneanalyzer Default:
org.apache.lucene.anal
ysis.standard.Standard
Analyzer

ThereareadditionalparametersthatdefinetheLuceneindexfortheabilitytocommentand
rateresources.TheLuceneindexbasedassertionssettingsdefinewherethecommentand
ratingindexisstoredandothersettingsforthisfeature.Setthefollowingproperties:
PropertyName Function AcceptedValues
assertion.index.enable
d

Indicatesifratingsand
commentsshouldbeenabled.
trueorfalse

assertion.index.locatio
n

Filepathtothefolderthatwill
holdtheindexedcomments
andratings.
Stringrepresentingan
absolutepath.NOTE:This
indexshouldnotbedeleted
andshouldbeonafile
backup/restoreplan.Also,this
filepathshouldnotbethe
samelocationasthe
lucene\indexLocationvalue
setearlier.
assertion.index.allow
NonLocalResourceIds

Iftrue,commentsandratings
canbemadeaboutresources
thatdonotexistinthelocal
catalog.

trueorfalse
assertion.rating.enabl
ed
Allowuserstorateresources. trueorfalse
assertion.comment.en Allowuserstoleave trueorfalse
GeoportalServerInstallationGuide
April2011 21
abled commentsforresources.

assertion.comment.m
axLength
maximumcharactersallowed
foronecomment
Integer.Default:2048

Thesearchsettingscontaingeneralinformationneededbythegeoportalinordertosearchand
retrievepublishedmetadatadocuments.Setthefollowingproperties:
PropertyName Function AcceptedValues
searchTimeoutMillisec
s
Thelengthoftimeallottedto
asearchattemptbeforea
timeouterroroccurs
Anyvalidintegerrepresenting
milliseconds.Default:10000
distributedSearchTime
outMillisecs
lengthoftimeallottedtoa
federatedsearchattempt
beforeatimeouterroroccurs
Integer.Default:5000
distributedSearchMax
SelectedSites
maximumnumberofsites
allowedtobesearchedinone
federatedsearchattempt
Integer.Default:5
searchResultsPerPage Thenumberofresultstoshow
onapage.Ifmoreresultsare
returnedthanthisvalue,page
navigationwillbevisible
Anyinteger.Default:10
searchResultsReviews
Shown
Determinescircumstancefor
displayingthereviewiconfor
searchresultsonthesearch
page.Optionsare"none"(no
reviewiconsshowninsearch
results),"onlyreviewed"(icon
presentonlyforresourcesthat
havebeenreviewed)or"all"
(reviewicondisplaysforall
resources,eveniftheyhave
notyetbeenreviewed).
none,onlyreviewed,or
all.Ifonlyreviewedis
chosenbuttheuserislogged
in,thenthepagewillbehave
likeall.
maxSavedSearches Themaximumnumberof
allowedsearchesinstorage,
peruser.
Anyinteger.
Default:10
allowExternalSiteSear
ch
Whethertoenablefederated
searchtoremotecatalogs.
trueorfalse

Youdonotneedtochangesettingsinthe<repositories>tag.A<repository>herereferstoa
singleortypeofcatalogavailableinthefederatedsearchonthesearchpage.Ifyouleavethese
GeoportalServerInstallationGuide
April2011 22
settingsasdefault,thegeoportalwillprovidefederatedsearchtothelocalgeoportalcatalog,
ArcGIS.com,andCSWrepositoriesflaggedtoappearonthesearchpagewhenregistered
throughtheRegisternetworkresourcepage.
ThemetadataAccessPolicysettingsspecifyinformationaboutwhatmethodtousefor
restrictingaccesstometadatadocuments.Therearethreepossiblemethodstochoosefrom:
1. Unrestricted:Thismeansthatalldocumentspublishedtothegeoportalarepublicand
discoverablebyanyone.
2. PublicProtected:AsingleLDAPgroupisidentifiedasagroupthatcanownprivate
documents.Anydocumentssetasrestrictedwillonlybediscoverableforusersthat
areloggedinandmembersofthespecifiedgroup.Publicuserswillnotfindthe
restricteddocuments.
3. Restricted:MetadatadocumentscanberestrictedtoanynumberofLDAPgroups.A
documentcanbelongtomultiplegroups.Anydocumentssetasrestrictedwillonlybe
discoverableforusersthatareloggedinandmembersofthesamegrouporgroupsthat
ametadatadocumentbelongsto.Publicusers,orusersthatdonotbelongtothesame
groupasthedocumentwillnotfindtherestricteddocuments.
Onceyouhavedecidedwhichpolicyconfigurationyouwantforyourgeoportalinstance,setthe
metadataAccessPolicysettingasbelow:
PropertyName Function AcceptedValues
Type Thetypeofmetadataaccesspolicyto
employinthegeoportal
Oneofthree:
1. Unrestricted
2. Publicprotected
3. Restricted
protectedGrou
pDN
SpecifiesthesingleLDAPgroupthatcan
haverestricteddocumentsassignedtoit.
Thispropertyisrequiredifthetype
parameterasaboveissettopublic
protected
AvalidDNofanLDAP
group.Example:
cn=gpt_administrators
,ou=groups,ou=system

TheSitemapParameterssettingsspecifyhowyoursiteshouldbeindexedfordiscoveryby
searchenginessuchasGoogle.Thesettingsforeachparametercanbeleftwithitscurrent
defaultvalue.Tomodifythebehaviorofyoursitesindexing,modifytheappropriate
parametersasperthedescriptionsinthegpt.xmlfilesinlinecommentsforthesitemapsection.
TheSynchronizerparameterssettingsareoptionalsettingsthatdefinehowsynchronizationis
handledinthegeoportal.Synchronizationistheprocessesbywhichregisterednetwork
GeoportalServerInstallationGuide
April2011 23
resourcesarerevisitedbythegeoportaltoupdatethegeoportalcatalogwithnewresources,
propagateupdatestoexistingresources,anddeleteresourcesnolongerfoundatthe
registerednetworksource.Formoreinformation,seethesectiononsynchronization
(http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=How_to_Publish_Resource
s).Synchronizationisconfiguredtorunautomaticallybydefaultwithoutfurtherconfiguration
required.Thesynchronizationparametersinthegpt.xmlareoptionalconfigurations.Ifyoudo
notchangethesesettings,synchronizationwillautomaticallyrunwhenyoudeployyour
geoportal,andnoadditionalconfigurationisrequired.Thesynchronizerparametersettingsare
describedinthetablebelow.

PropertyName Function AcceptedValues


webharvester.activ
e
Avalueoffalsewilldisable
synchronizationinthegeoportal
false(ifyoudonotsetthis
parameter,synchronization
isenabledbydefault)
webharvester.que
ueEnabled
Allowsuserstoqueuearesourcefor
synchronizationevenifthe
synchronizationisnotactivatedfor
thegeoportal(webharvester.active
=false).Thisallowsfora
segmentedgeoportalarchitecture
whereaseparategeoportalinstance
managesallsynchronization,and
thatgeoportalsynchronizeswiththe
maingeoportalinstance.
trueorfalse.Default:
currentwebharvester.active
value.IMPORTANT:itisnot
possibletosetthisflagto
falseifwebharvester.active
=true
webharvester.pool
size
Thenumberofworkingthreadsthat
canrunforsynchronization.Each
threadwillbeadifferent
synchronizationprocessrunning
concurrently.Example:iffour
threadsareavailableandthree
registeredresourcesaresettobe
synchronizedatthesametime,three
threadswillbeusedandonewillbe
idle.Iftwomoreresourcesare
registeredforsynchronizingwhile
thosethreethreadsarerunning,one
ofthenewlyregisteredresources
willbegintobesynchronizedwhile
theotherwillbequeuedto
synchronizeassoonasathreadis
available.Thereisnotaknownlimit
Integervalue.Default:4
GeoportalServerInstallationGuide
April2011 24
tothenumberofthreadsthe
geoportalcanacceptandnocostif
threadsaresittingunused,butthere
isalimittohowmanyjavacan
sustain.Thedefaultnumberof
threadsisfour.
webharvester.auto
SelectFrequency
Autoselectisabackgroundthread
responsibleforcheckingifthereis
anythingeligibletosynchronize,and
trackswhenthenexttimeto
synchronizeshouldbe.Thecheckis
alsoactivatedifthereisactivityon
thegeoportalsRegisterresourceon
thenetworkinterface.
Default:1[HOUR]
webharvester.watc
hDogFrequency
Similartoautoselect,exceptusedin
aloadbalancingscenario.Checksif
anythingiscancelledwhile
processing.
Default:1[MINUTE]
webharvester.base
ContextPath
Thebasecontextpathismostusedin
aloadbalancedscenarioasanaccess
URLsouserscanaccessthe
synchronizationreportsinaload
balancedsituationbehindthe
firewall.

Stringrepresentingan
absolutepath.

ThedownloadDatasettingsspecifyinformationaboutthedefaultmapserviceandits
correspondinggeoprocessingservicethatisusedbytheDataDownloadfunctionality.
ConfiguringDataDownloadisacustomizationandisnotrequiredforthefunctioningofthe
geoportal.ForinformationonhowtoconfiguretheDataDownloadfunction,see
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=DataDownload_Tab.By
default,thetaskURLandmapServiceURLareleftblankandthedownloadtabwillnotappearin
thegeoportalinterface.
5.2.2. AuthenticationSettings
Theidentitysectiondefinesthesettingsforthegeoportalauthentication.
TheopeningtagidentityhasanencKeyattributewhichisusedtospecifyanencryptionkey.
Thiskeyisusedinconjunctionwithatwowayencryptionalgorithmtoencode/decodeuser
namesandpasswordsthatarestoredinthedatabase,forexample,intheinformationfora
metadatarepository.ThedefaultvalueofthekeyisPtkEsri,whichiscasesensitive.The
GeoportalServerInstallationGuide
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identityelementalsohasarealmattribute,whichisreferencedwhenapublisheruserupdates
ametadatarecordbyusinganexternalXMLeditor,suchasAltovaXMLSpy.Therealmis
sometimesbutnotalways,dependingontheXMLeditorsoftwareorsystemsetupdisplayed
bytheclientpromptingforcredentials.Therealmvaluehelpsusersbetterunderstandthat
theyareabouttologintoaneditingsessionforarecordfromthegeoportal.IMPORTANT:If
thevalueofencKeyischangedatanypoint,anydataalreadystoredinthedatabasethatwas
encryptedwiththeoldencKeywillbecomeinvalidandwillhavetoberegeneratedandre
storedinthedatabasetocorrespondtothenewencKeyvalue.

PropertyName Function AcceptedValues


encKey Encryptionkeyfor
encryptedvaluesstoredin
thedatabase.
PtkEsri(default).Anystringvalueis
acceptable,butchangingpost
deploymentcanhaveserious
repercussions.
realm Displayedduringpublisher
loginforeditingametadata
recordinanexternalXML
editor
AnyString.Default:Geoportal

SimpleAuthenticationSettings
ThesimpleAdaptersettingsspecifytheuseraccountdetailsforasingleadministrativeuser.If
perSection2,youchosetousesimpleauthenticationwithyourgeoportalinstance:
UncommentthissimpleAdaptersectionbydeletingthe<!and>comment
markings.

Setthepropertiesasperthefollowingtable:

Property
Name
Function AcceptedValues
username Theusernameforthesingleaccount. Anyvalidstring.
password Thepasswordforthesingleaccount. Anyvalidstring.
GeoportalServerInstallationGuide
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encrypted Specifieswhetherthepasswordvaluesetinthe
passwordparameterisencryptedornot.For
instructionsonencryptingyourpassword,referto
http://sourceforge.net/apps/mediawiki/geoportal/in
dex.php?title=Security_Concepts#Encryption_Conce
pts
Trueorfalse

Sinceyouhavechosentousesimpleauthentication,youmustcommentouttheldapAdapter
section:
Inserttheopeningcomment<!justbeforethe<ldapAdapter>tag.
Inserttheendingcomment>justafterthe</ldapAdapter>tag.

LDAPAuthenticationSettings
TheldapConnectionPropertiessettingsdeterminetheconnectiontotheDirectoryServer.Ifper
Section2youchosetouseLDAPauthenticationwithyourgeoportalinstance,settheproperties
asperthetablebelow.Forpropertiesnotmentioned,leavethedefaultsalreadysetinthefile.
IMPORTANT:DefaultvaluesbelowareforanimplementationusingApacheDirectoryserver.If
youareusingadifferentDirectoryServerprovider,thissectionmayneedtobeadjustedwith
valuescorrespondingtoyourDirectoryServersoftware.ForguidancewithMicrosoftWindows
ActiveDirectory,OracleInternetDirectory,orIBMTivoliDirectoryServer,see
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Connecting_to_a_User_Dire
ctory
PropertyName Function AcceptedValues
providerUrl URLtotheserveronwhichthe
directoryservermanagement
resides,andwillincludethe
portusedfortheLDAP
connection.
AnyvalidLDAPURL.i.e.
ldap://machine:port.Commonport
numbersare10389or19389for
ApacheDirectoryServer,or389for
WindowsActiveDirectory.
securityPrincipal Usernamewithwhichto
connecttotheDirectory
Server.
AnLDAPdistinguishedname.
Samevaluethatwasusedto
connecttotheDirectoryServerin
step3.1.3
Example:uid=admin,ou=system
securityCredentia
ls
Passwordwithwhichto
connecttotheDirectory
Server
Stringrepresentingapassword.
Samevaluethatwasusedto
connecttotheDirectoryServerin
Step3.1.3.ApacheDirectoryServer
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default:secret
Encrypted Specifieswhetherthe
passwordvaluesetinthe
securityCredentialsparameter
isencryptedornot.For
instructionsonencrypting
yourpassword,referto
http://sourceforge.net/apps/
mediawiki/geoportal/index.ph
p?title=Security_Concepts#Enc
ryption_Concepts
Trueorfalse
catalogAdminDN TheLDAPdistinguishedname
ofthegeoportal
administrator.Note:Thisuser
mustbeamemberofthe
geoportalAdministrators
group.
AnyvalidDNstring.ForApache
Directoryserver,couldbethe
following:
cn=gptadmin,ou=users,ou=system

ThesingleSignOnsettingsdeterminehowthegeoportalistofunctionwhenconfiguredwith
singlesignonwithotherapplications.Formoreinformationaboutsinglesignonforthe
geoportal,seehttp://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Single_Sign
On.
PropertyName Function AcceptedValues
active Whethersinglesignonis
enabledornot.
TrueofFalse.
Default:false
credentialLocatio
n
Themechanismfor
providingcredentials
EitheruserPrincipalwhichisa
defaultJavamechanism.Oravendor
specificvaluethatcomesinthehttp
header(header.variablename)
anonymousValue Thevaluethatrepresentsan
anonymoususer
Anystring.Whentheheadervariable
issettothisvalue,theusercomingin
isanonymous.
logoutOutcome URLspecifyingwhereto
redirecttoonlogout.
ValidURLstring.

GeoportalServerInstallationGuide
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TheselfCareSupportsettingscontaininformationaboutthebehaviorsandfunctionalitiesofthe
geoportalwithrespectstouseraccount.Usuallythesesettingsareeitherallsettofalse,orall
settotrue.Setthefollowingproperties:

PropertyName Function AcceptedValues


supportsLogin Allowsausertologintothegeoportal.IfFalse,
nologinlinkwillbedisplayed.
TrueofFalse.
Default:true
supportsLogout Allowsausertologoutofthegeoportal.If
supportsLoginistrue,itisrecommended
leavingsupportsLogoutsettotrueaswell.
TrueofFalse.
Default:true
supportsUserRegi
stration
Whetheruserscanregisterforaccountsinthe
geoportalinterface.Ifyoudontwantusersto
beabletocreatenewentriesinyourdirectory
structurethroughthegeoportalinterface,then
setthistoFalse.ThiswilldisabletheRegister
linkinthegeoportalinterface.
TrueofFalse.
Default:true
supportsUserProf
ileManagment
Whetheruserscanmodifytheirprofile
informationinthegeoportalinterface.Ifyou
dontwantuserstobeabletochangetheiruser
informationasmanagedbythedirectoryserver
(suchasemail,name,phonenumber,etc.)
throughthegeoportalinterface,setthisto
False.
TrueofFalse.
Default:true
supportsPasswor
dChange
Whetheruserscanmodifytheirpasswordinthe
geoportalinterface.
TrueofFalse.
Default:true
supportsPasswor
dRecovery
WhethertheForgotPasswordfunctionalityis
active.
TrueofFalse.
Default:true

TherolessettingsestablishthemappingbetweenDirectoryServergroups,andthedefault
Geoportaluserroles.Setthefollowingproperties:
PropertyName Function AcceptedValues
GeoportalServerInstallationGuide
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authenticatedUs
erRequiresRole
Whethereachuserof
thegeoportalhasto
beassignedtoatleast
onerole.
TrueofFalse.
Default:true
Forthe<rolekey=gptRegisteredUser>tag:
groupDN NameoftheDirectory
Servergroupthatwill
maptotheregistered
usersrole
LDAPDistinguishedName
Example:
cn=gpt_registeredUsers,ou=groups,ou=syst
em
Forthe<rolekey=gptPublisher>tag:
Inherits Name(s)ofrole(s)
whosepropertieswill
beinheritedbythe
publisherrole.
Default:
gptRegisteredUser
Commadelimitedstringrepresenting(a)
rolename(s).
groupDN NameoftheDirectory
Servergroupthatwill
maptothepublishers
role
LDAPDistinguishedName
Example:
cn=gpt_publishers,ou=groups,ou=system
Forthe<rolekey=gptAdministrator>tag:
Inherits Name(s)ofrole(s)
whosepropertieswill
beinheritedbythe
administratorrole.
Default:gptPublisher
Commadelimitedstringrepresenting(a)
rolename(s).
groupDN NameoftheDirectory
Servergroupthatwill
maptothe
administratorsrole
LDAPDistinguishedName
Example:
cn=gpt_administrators,ou=groups,ou=syste
m

Theuserssettingsdeterminepropertiesofuseraccounts.Setthepropertiesasperthetable
below.Setthefollowingproperties:
Property
Name
Function AcceptedValues
displayNameA
ttribute
Theuserentryattribute
thatisusedfordisplaying
theusersnameinthe
geoportalinterface.
Stringrepresentingauserentryattribute
name.Default:cn
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passwordEncr
yptionAlgorith
m
Thealgorithmusedfor
encryptingpasswords
sentfromthegeoportal
totheDirectoryServer
AcceptedvaluesareMD5orSHA
Default:SHA
newUserDNPa
ttern
Thepatternofthe
distinguishednamefor
newusers.

StringvaluerepresentingaDNpattern,
pointingtotheusersnode.
Example:cn={0},ou=users,ou=system
usernameSear
chPattern
Thesearchpatternforthe
DirectoryServertouse
whenlookingforusers.
Stringvaluerepresentingauserentry
pattern.
searchDIT ThepathintheDirectory
InformationTreeto
searchforusers.
LDAPDNrepresentingtheUsers
organizationalunitentry.
Example:ou=users,ou=system
Forthe<requiredObjectClasses>tag:Each<objectClass>childtagrepresentsa
mandatoryclassthatmustbepartofanewentrywhencreatingnewusersinthe
DirectoryServer.Youmayaddto,modifyordeletefromthislistasneeded.
Forthe<userAttributeMap>tag:Eachkeyvalueofan<attribute>childtagrepresentsa
propertyofausersprofilethatisusedinthegeoportal.Eachkeyvaluehastobe
mappedtoitsDirectoryServerattributenameequivalent,asrepresentedbythe
ldapNamevalue.Youmayaddto,modifyordeletefromthislistasneeded.

ThegroupssettingsdeterminethepropertiesoftheDirectoryServergroups,setuptomapto
Geoportaluserroles.Setthefollowingproperties:
PropertyName Function AcceptedValues
displayNameAttr
ibute
Thegroupentryattributetouse
fordisplayingthegroupsname.
Currentlynotusedinthe
geoportalinterface.
Stringrepresentingagroupentry
attributename.Default:cn
dynamicMember
OfGroupsAttribu
te
Avendorspecificattributethat
canbeusedtodetermineallthe
groupstowhichauserbelongs
Stringrepresentingagroupentry
attributename.
Default:
dynamicMember
sAttribute
Avendorspecificattributethat
canbeusedtodetermineallthe
membersofagroup.
Stringrepresentingagroupentry
attributename.
Default:
memberAttribut
e
Thegroupentryattributethatis
usedtodeterminewhichusers
belongtothegroup
Stringrepresentingagroupentry
attributename.Default:
uniquemember
memberSearchP
attern
Thesearchpatternforthe
DirectoryServertousewhen
lookingforgroups.
Stringvaluerepresentingagroup
entrypattern.
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searchDIT TheDirectoryInformationTree
pathtosearchforgroups.
LDAPDNrepresentingthe
Groupsorganizationalunit.
Example:ou=groups,ou=system
MetadatamanagementgroupsarespecialgroupentrieswithintheDirectoryServerinwhichall
memberuserssharemetadatadocumenteditoraccess.Allusersbelongingtoametadata
managementgrouphaveaccesstoeachothersmetadata.Each
<metadataManagementGroup>tagspecifiesthedetailsaboutanexistingmetadata
managementgroup.Youmayaddto,modifyordeletefromthislistasneeded.Foreachgroup
definition,setthefollowingproperties:
Property
Name
Function AcceptedValues
Name Thenameofthemetadatamanagement
group,asitexistsintheDirectoryServer
Stringvaluerepresenting
agroupname.
groupDN Distinguishednameofthemetadata
managementgroup.
LDAPDistinguished
Name

5.2.3. SchedulerSettings

TheschedulersettingsdefinethepropertiesforCatalogsynchronizationandtheIndex
optimization.ItisimportanttoconsideryourCatalogSynchronizerandLuceneIndexOptimizer
threadtimeattributes.Makesurethatthesearenotconfiguredtostartatthesametime.

CatalogsynchronizationisaprocessthatensuresthattheLuceneindexingissynchronizedwith
theresourcesmetadatastoredinthegeoportaldatabase.Thesynchronizerwilltriggerthe
indexingofallapprovedorrevieweddocumentswhereindexesdontexist.The<thread>
elementforthecatalogsynchronizerhasaclassvalueof
"com.Esri.gpt.catalog.context.CatalogSynchronizer",whichshouldnotbechanged.However,
theperiodanddelayvaluescanbeupdated,asspecifiedbelow.

Property
Name
Function AcceptedValues
period Specifiesthetimeintervalsatwhich
cleanupshouldoccur.Timeunitcanbe
[millisecond](Default),[second],
[minute],[hour],[day],[week],[month].
Integervalue+timeunit.
Default:1[HOUR]
delay Specifiestheinitialdelaybeforecleanup
occursafteranapplicationstart.Time
unitcanbe[millisecond](Default),
Integervalue+optional
timeunit.Default:30
[SECOND]
GeoportalServerInstallationGuide
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[second],[minute],[hour],[day],[week],
[month].

TheIndexoptimizationisaprocessthatrewritestheluceneindexsosearchescanbe
performedfaster.Iftheluceneindexisneveroptimized,thenperformancewilldeteriorate
overtime.Theamountoftimerequiredtosynchronizetheluceneindexandthecatalogis
relatedtothesizeofyourmetadatadatabase.Forexample,ifthecatalogcontains3,000
records,itwillsynchronizemuchfasterthanifitcontains300,000records.The<thread>
elementoftheindexoptimizerhasaclassvalueof
"com.Esri.gpt.catalog.lucene.LuceneIndexOptimizer",whichshouldnotbechanged.However,
theatvaluecanbeupdated,asspecifiedbelow.

Property
Name
Function AcceptedValues
At Specifiesthestarttimefortheoptimizer
torun.
TimespecifiedinHH:MM
format.

5.2.4. OptionalConfigurationswithingpt.xml
Belowareoptionalparametersthatcanbeconfiguredwithingpt.xml.Theyarenotincludedin
theoutoftheboxgpt.xmlfile,andmustbeaddedtothecorrectplaceofthefileifdesired.
Theyencompassforwardproxyauthentication,reverseproxysettings,schemacaching,spatial
relevancesettings,classsettingsforlucene,identifyingresourcelinks,buildingRESTURLs,
renderinglivedatathroughthePreviewer,settingsforhowArcGISServerserviceendpointsare
processedontheUploadpage,additionalsettingsforthecatalogsynchronizationthread,and
analternativesettingforintegratingamapviewer.Thetablebelowshowsthelocationinthe
gpt.xmlfilewheretheyshouldbecopied,andthetextthatshouldbecopiedwhichincludes
descriptionsforfunctionalityincomments.Theseparameterswillneedtobeupdatedwith
valuesthatareapplicableforyourorganization.
Tagpathin
gpt.xml
Textwithfunctionalityincomments
gptConfig/forward
ProxyAuth
<!ForwardproxyauthenticationThefollowingelementcanbe
optionallyconfiguredifauthenticationisrequiredbyaforward
(outbound)proxy.
username:theusernamecredential
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password:thepasswordcredential
encrypted:"true"or"false"(indicatesifthispasswordis
encrypted)
Foraforwardproxy,thesystemproperties"http.proxyHost"
"http.proxyPort"and"http.nonProxyHosts"areconfiguredattheJava
webserverlevel(e.g.Tomcatcatalina.properties)
>
<forwardProxyAuth
username=""
password=""
encrypted="false"/>
gptConfig/catalog/
parameter
<!Optionalcatalogparameters
reverseProxy.baseContextPath:usefulforgeneratedfullcallbackURLs
whenthesiteisfrontedbyareverseproxy,default=autogenerated
http://host:port/application.
rssProviderUrl:theproviderURLincludedwithinRSSresponses,
default=autogeneratedhttp://host:port/application.
BaseServlet.autoAuthenticate:indicatesifthe
com.Esri.gpt.framework.context.BaseServletclassshouldauto
authenticatecredentialsfoundwithinanHTTPrequestheader,valid
values:"true"or"false",default=true.
cacheSchemaDefinitions:indicatesifmetadataschemadefinitionfiles
shouldbecached.Cachingimprovesproductionperformancebutcan
beoverriddenwhiledevelopingdefinitions,validvalues:"true"or
"false",default=true.
spatialRelevance.queryPower:spatialrelevanceweightingpower
associatedwiththequeryenvelope(inputascriteria),default=2.0.
spatialRelevance.targetPower:spatialrelevanceweightingpower
associatedwiththetargetenvelope(storedwithinthedatabase),
default=0.5.
spatialRelevance.ranking.enabled:indicateswhetherornotspatial
queryresultswillbespatiallyscored/ranked,validvalues:"true",
"false","auto";
true:alwaysusespatialrelevanceranking,false:neverusespatial
relevanceranking(filterresultsspatiallybutdonotscore),auto:turn
on/offspatialrelevancerankingbaseduponthenumberofindexed
documents,default=auto.
spatialRelevance.ranking.maxDoc:specifiesthethresholdassociated
withtheinvocationofspatialrelevanceranking(maximumindexed
documentcount),appliesto:spatialRelevance.ranking.enabled="auto",
default=150000.
discoveryQueryAdapter:classassociatedwiththeexecutionofan
internaldiscoveryquery,mustextend:
com.Esri.gpt.catalog.discovery.DiscoveryQueryAdapter,default=
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com.Esri.gpt.catalog.lucene.LuceneQueryAdapter
lucene.useSingleSearcher:indicatesthatallLucenesearchesshould
useasingleinstanceoftheLuceneIndexSearcherclass.Usingasingle
searchercanimprovesearchperformanceforindexesthatare
essentiallyinreadonlymode.Thisparametershouldnotbesetto
"true"ifwritingtotheluceneindexhasnotbeenexplicitlydisabled,
validvalues:"true"or"false",default=false.
resourceLinkIdentifier:classassociatedwiththeidentificationof
resourcelinks,mustextend:
com.Esri.gpt.catalog.search.ResourceIdentifier,default=
com.Esri.gpt.catalog.search.ResourceIdentifier.
resourceLinkBuilder:classassociatedwiththebuildingofsearchresult
resourcelinks,mustextend:
com.Esri.gpt.catalog.search.ResourceLinkBuilder,default=
com.Esri.gpt.catalog.search.ResourceLinkBuilder.
restUrlBuilder:classassociatedwiththebuildingofRESTURLs
associatedwithquerycriteria,mustextend:
com.Esri.gpt.catalog.search.RestUrlBuilder,default=
com.Esri.gpt.catalog.search.RestUrlBuilder.
liveDataRendererFactoryBuilder:classassociatedwiththebuilding
factoriessupportinglivedatarendering(i.e.preview),mustextend:
com.Esri.gpt.control.livedata.LiveDataRendererFactoryBuilder,default
=com.Esri.gpt.control.livedata.LiveDataRendererFactoryBuilder.
AGSProcessor.interrogation.enabled:indicateswhetherornotArcGIS
server/serviceendpointswillbeconsideredfromtheUploadMetadata
page,validvalues:"true"or"false",default=true.
AGSProcessor.GeoDataServer.recurse:indicateswhetherornot
ArcGISGeoDataServerendpointswillberecursed,publishingall
underlyingdatasetshavingmetadata,validvalues:"true"or"false",
default=true.
AGSProcessor.GeoDataServer.maxDataElements:specifiesanupper
thresholdfordataelementswithinanArcGISGeoDataServer.Ifthe
maxDataElementsisexceeded,nodataelementsassociatedwiththe
GeoDataServerwillbepublishedtotheGeoportal.Avalueof1
indicatesnolimit,default=200.
AGSProcessor.GeoDataServer.expandDescendants:specifieswhether
ornotdescendantsshouldbeexpandedwhenretrievingdataelements
fromtheGeoDataServer.Iffalse,childrenareexpanded
(com.Esri.arcgisws.EsriDEExpandType.EsriDEExpandDescendantsvs.
com.Esri.arcgisws.EsriDEExpandType.EsriDEExpandChildren).
>
<parameterkey="reverseProxy.baseContextPath"
value="http://host:port/application"/>
<parameterkey="rssProviderUrl"
GeoportalServerInstallationGuide
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value="http://host:port/application"/>
<parameterkey="BaseServlet.autoAuthenticate"value="true"/>
<parameterkey="cacheSchemaDefinitions"value="true"/>
<parameterkey="spatialRelevance.queryPower"value="2.0"/>
<parameterkey="spatialRelevance.targetPower"value="0.5"/>
<parameterkey="spatialRelevance.ranking.enabled"value="auto"/>
<parameterkey="spatialRelevance.ranking.maxDoc"value="50000"/>
<parameterkey="discoveryQueryAdapter"
value="com.Esri.gpt.catalog.lucene.LuceneQueryAdapter"/>
<parameterkey="lucene.useSingleSearcher"value="false"/>
<parameterkey="resourceLinkIdentifier"
value="com.Esri.gpt.catalog.search.ResourceIdentifier"/>
<parameterkey="resourceLinkBuilder"
value="com.Esri.gpt.catalog.search.ResourceLinkBuilder"/>
<parameterkey="restUrlBuilder"
value="com.Esri.gpt.catalog.search.RestUrlBuilder"/>
<parameterkey="liveDataRendererFactoryBuilder"
value="com.Esri.gpt.control.livedata.LiveDataRendererFactoryBuilder"/
>
<parameterkey="AGSProcessor.interrogation.enabled"value="true"/>
<parameterkey="AGSProcessor.GeoDataServer.recurse"
value="true"/>
<parameterkey="AGSProcessor.GeoDataServer.maxDataElements"
value="200"/>
<parameterkey="AGSProcessor.GeoDataServer.expandDescendants"
value="false"/>

gptConfig/catalog/
scheduler/thread/
@class="com.Esri.
gpt.catalog.contex
t.CatalogSynchroni
zer"
<!Optionalparameterconfigurationforcatalogsynchronization
threadelement.
feedbackSeconds:anapproximatenumberofsecondsbetweenFINER
logmessages,default=120.
maxDeleteTokens:themaximumnumberofdeletionstoexecuteina
singletransaction,default=1000.
maxSqlTokens:foranSQLSELECTstatement,themaximumnumberof
ORoperatorstoincludeinasingleWHEREclause,default=1000.
maxUuidCache:themaximumnumberofUUIDstostoreinmemory.
Thememoryisonlyusedwhilethesynchronizerisactive.Havinga
maxUuidCachegreaterthanorequaltothenumberofdocuments
withinthecatalogwillresultinthebestperformance,default=100000.
>
<!Catalogsynchronization>
<threadclass="com.Esri.gpt.catalog.context.CatalogSynchronizer"
period='1[HOUR]'delay="30[SECOND]">
<parameterkey="feedbackSeconds"value="120"/>
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<parameterkey="maxDeleteTokens"value="1000"/>
<parameterkey="maxSqlTokens"value="1000"/>
<parameterkey="maxUuidCache"value="100000"/>
</thread>

gptConfig/catalog/
search/@mapVie
werUrl
<!OptionalconfigurationtosupportacustomMapViewer
application.Example:mapViewerUrl
=http://machine_name/map_viewer_app.Willautomatically
generatealinktolaunchaspecifiedMapViewerinthegeoportal
interface.TointegrateFlexorSilverlightbasedviewers,see
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Ma
p_Viewer

Youarenowfinishedconfiguringthegeoportalwebapplication.Savethegpt.xmlfile
andcloseit.

6. DEPLOYANDCONFIGURETHESERVLETWEBAPPLICATION
Thisstepdeploystheservletwebapplication.Theservletisresponsibleforcommunicationbetween
thegeoportalandArcCatalog9.3.xwhenusersarepublishingtotheGeoportalusingthePublishClient
tool.Notethatdeployingtheservlet.warfileisonlynecessaryifuserswitha9.3.xversionof
ArcCatalogwillbeconnectingtoyourgeoportalusingthePublishClient.Ifuserswillbeusing
ArcCatalog10toconnecttoyourgeoportal,deployingtheservlet.warisnotnecessary.Formore
informationontheGeoportalPublishClient,seehttp://links.esri.com/geoportal_publish_client.Follow
thestepsbelowtodeploytheservlet.warfile.
Navigatetothe<GeoportalDir>\WebApplications\Servletfoldertofindtheservlet.war
file.

Deploytheservlet.warfileinthesamemannerwhichyoudeloyedthegeoportal.war
file.Bydefault,theservletwebapplicationneedsnofurtherconfigurationunlessyou
havemodifiedthenameofthegeoportalwebapplication.

Ifyoumodifiedthenameofyourdeployedapplicationfromgeoportaltosomething
else,youmustlettheservletknowthereferencetoyournewlynamedgeoportal
application.
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o Navigateto:<TomcatInstallationDirectory>\servlet\WEBINF
o Opentheweb.xmlfileinatexteditor.
o Modifythe<paramvalue>setting(fortheredirectURLparameterabove)to
pointtoyourmachinesgeoportalapplicationdeploymentpathstartingfromthe
webapplicationname:
i.e./applicationName/com.Esri.Esrimap.Esrimap

Savethefileandcloseit.

7. JDBCCONFIGURATION
ThegeoportalusesaJavaNamingandDirectoryInterface(JNDI)keytoconnecttothe
databasethroughaJDBCconnection.Thisallowssystemcomponentstofindthedatabase
connectioninformationusingtheJNDIkeyinsteadofhavingtostoretheJDBCconnection
informationinmanyplaces.Inthisstep,wewillsetuptheJNDIconfigurationandJDBC
connectionforTomcat.Pleaseseetheinstallationguidesinthe<GeoportalServer
InstallationDir>\Documentation\Installation\directoryifyouareusingWebLogic,GlassFish,
orServletExecinstead.

Identifythejdbc.jarfilethatyouwilluseforthedatabaseJDBCconnection.Database
.jarfilesaretypicallyprovidedwithyourdatabasesoftware,butifyoucannotfindthe
.jarfilesthatcamewithyourdatabase,youcanobtainthemfromthemanufacturers
website.

http://www.oracle.com/technetwork/database/features/jdbc/index091264.html
http://msdn.microsoft.com/enus/sqlserver/aa937724.aspx
http://jdbc.postgresql.org/download.html

Thedatabase.jarfileyouuseisdeterminedbythedatabasevendorandJavaversion
youhaverunning.Seethetablebelowtoidentifytheappropriate.jarfileforyour
environment.NotethatthePostgreSQLdriverssupportbothPostgreSQL8.3and8.4.

Oracle(10g,
11g)
SQLServer2005 SQLServer2008 Postgres(8.3,8.4)
Java5 ojdbc5.jar sqljdbc.jar Not
recommended
postgresql8.4
701.jdbc3.jar
Java6 ojdbc6.jar sqljdbc4.jar sqljdbc4.jar postgresql8.4
701.jdbc4.jar

GeoportalServerInstallationGuide
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Copythedatabasejdbcdriver.jartooneofthefollowingdirectories,dependingonyour
Tomcatversion:
Tomcat5.x:<TomcatInstallationDirectory>\common\lib
Tomcat6.x:<TomcatInstallationDirectory>\lib

Copythegeoportal.xmlfilefromthe<GeoportalDir>\Other\JNDIConfiguration\
folderandpasteitintoyourC:\<TomcatInstallationDirectory>\conf\Catalina\localhost
folder.IfyouareusingTomcat6andyoudonthaveaCatalina\localhostdirectoryin
yourconfdirectory,thenyouneedtocreateit.

Openthegeoportal.xmlfileinatexteditor.Modifythepropertiesspecifiedinthetable
below,thensavethefileandcloseit.Thevaluesthatyoumodifyshouldnotinclude
placeholderbrackets(<or>).

IMPORTANT:IfyouareusingOracleandJava6andtherefore,theojdbc6.jarfile
thenyouwillneedtoaddtwoextraattributestothisfile.Thetwoattributesandthe
valuestheyshouldcontainarehighlightedbelow:

<Resourcename="jdbc/gpt"auth="Container"
type="oracle.jdbc.pool.OracleDataSource"
factory="oracle.jdbc.pool.OracleDataSourceFactory"
driverClassName="oracle.jdbc.driver.OracleDriver"

PropertyName Line ExpectedValues Example


docBase Line3 Thenameofyour
geoportalweb
applicationin
Tomcat.Default:
geoportal
docBase=geoportal
Path Line3 Thenameofthe
geoportal
applicationdirectory
withinTomcat
webapps.
path=/geoportal
driverClassNam
e
Line5 TheJDBCDriver
classname.Vendor
specific.
Oracle:oracle.jdbc.driver.OracleDriver
SQLServer:
com.microsoft.sqlserver.jdbc.SQLServerDri
ver
PostgreSQL:org.postgresql.Driver
url Line6 TheJDBCURL
connectionstring
Oracle*:
jdbc:oracle:thin:@serverName:1521:oracle
SID
Geoporta
April201
userN
passw
*Theora
commen

Note:Ple
database

encoding
N
Lo
C
Sa

8. SMOK
IMPORTA
yourgeo

Nowthat
smokete
basicste
smokete
Actions
http://so
beforeth

alServerIns
11
Name
word
acleSID(Syst
tdescriptor
easeverifyth
evendorsw
Importantlo
languages,
goftheservl
Navigateto<
ocatetheSe
onnectorele
<Serv
<Conn
redire

avethefile.
KETESTTHEG
ANT:Before
oportalweba
tyourgeopo
stbeforeco
pstocheck
st.Yourorga
at
ourceforge.n
hegeoportal
tallationGu
Line7 ge
use
Line8 ge
use
temIdentifie
inthetnsna
heJDBCsett
website.
ocalizationn
aconfigurat
letcontainer
<TomcatInst
ervicename=
ement.
icename="C
nectorconne
ectPort="844

EOPORTAL
eproceeding
application.
ortalwebap
ntinuingwit
thatyourge
anizationsh
net/apps/me
lgoesintop
ide
oportaldata
er
oportaldata
erpassword
er)istypical
ames.oraOr
tingswithoff
note:toallow
tionmodifica
r.Belowisa
tallationDire
=Catalinas
Catalina">
ectionTimeo
43"URIEnco
gwiththesm
pplicationha
thinstalling
eoportalisu
ouldalsodo
ediawiki/geo
production.
SQ
jdb
eN
Pos
jdb
es
abase use
abase
d
pas
lytheservic
acleconfigu
fficialdriver
wtheGeopo
ationisrequ
sampleofh
ectory>\Con
sectionand
out="20000"
ding=utf8
moketest,sa
asbeeninsta
theDesktop
pandrunnin
oextensivet
oportal/index
QLServer:
bc:sqlserver:
ame=geopo
stgreSQL:
bc:postgresq
ername=ge
ssword=geo
e_nameatt
urationfile.
documentat
ortalwebsite
uiredtochan
howtomake
nf\andopen
addthehigh
"port="8080
/>
veallconfig
alled,itisim
pTools.The
ng.Thesear
testingandr
x.php?title=
//serverNam
ortal
ql://serverNa
eoportal
oportalpwd
ributeconta
tionfoundo
etoworkin
ngethedefa
ethischange
ntheserver.x
hlightedtex
0"protocol=
gurationfiles
mportanttod
followingst
restepsfora
referencePo
=Post_Deplo
me:1433;dat
ame:5432/p

ainedwithin
nlineyour
multiple
aultURL
ewithinTom
xmlfile.
tbelowinth
="HTTP/1.1"
s,andrestar
doabrief
epsdescribe
aninitial
ostDeploym
yment_Actio

39
tabas
ostgr
the
mcat:
he
rt
e
ment
ons
GeoportalServerInstallationGuide
April2011 40
Ifyouencountererrorsduringthesmoketest,reviewyourgptlogfiles(Tomcat\logs)andsee
CommonProblemsandSolutionsat
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=Common_problems_and_so
lutions.

Launchthegeoportalwebapplicationinawebbrowser.AsampleURL:
http://serverName:port/geoportal

ClicktheLoginlinkfromupperrightcorner

LoginwithyourAdministratoruserlogincredentials
o TheAdministrationandRepositoriestabsshouldnowappear

ClicktheAdministrationtab

ClickAddlink.Youwillbepresentedwiththreeoptionsforaddingaresourcetothe
geoportal

Fromthelist,choosetheradionexttoUsededicatededitortocreatemetadata
manually.Apagepresentingthesupportedmetadataprofileswillappear.

Inthisexercise,youwillcreateasimpleDublinCoremetadatarecordfortesting.Select
theDublinCoreradial

Filloutinformationforallrequiredfields.Requiredfieldshavebold/italicheadings

ClickSaveatthebottom
o Youshouldreceiveasuccessmessage,oramessagesayingwhatismissinginthe
documenttobevalid

ClicktheManagelink

Checktheboxnexttoyournewlycreatedrecord,andthenselectSetasApproved
fromthedropdownbox.ThenclicktheExecuteActionbutton

ThedocumentshouldnowhaveaStatusofApproved

ClicktheSearchtab

Typeawordinthesearchfieldthatwasincludedinyournewlyapprovedrecord

ClickSearch
o Yourdocumentshouldbereturned
Geoporta
April201

9. DESKT
Thereare
Installati
bethesa
database
9.1. G
TheG
repos
O

Y
in
T
it
yo
th

T
p
w
a

alServerIns
11
lickonther
o Thed

TOPTOOLS
eseveralDe
onforeach
amemachine
e.
GEOPORTALC
GeoportalCS
sitoriesfrom
Openthe<Ge
Doubleclicko
Acceptthelic
nterinyour
ouwillbeas
nstallonlyth
hecomplete
t,itcanbed
oudonotw
henitdoesn
heinstallatio
resenceoft
willnotbeins
dialogboxw
tallationGu
ecordtodis
ocumentsm
esktoptools
isdescribed
ehostingthe
CSWCLIENTS
SWClientsm
mArcGISDes
eoportalDir
onthesetup
censeandcl
Information
skedifyoud
heCSWClien
einstallation
ownloadedf
wanttodown
notmatterw
onproceeds
heArcGIS.N
stalled.How
willappearn
ide
playitsopti
metadataXM
thatcanbe
below.The
egeoportal
makepossibl
sktoporArcG
>\DesktopT
p.exefile.Cli
ickNext.
nintotheUs
dlikethecom
ntsforArcGI
nisforboth.
fromhttp://
nloadArcGIS
whichoption
s.IMPORTAN
NETframewo
wever,instal
notifyingoft
ons.Selectt
MLshouldlo
usedinconj
emachineho
webapplica
ethesearch
GISExplorer
Tools\CSWCl
ickNexttop
sernameand
mpleteorcu
SExplorer,o
.IfArcGISE
/www.esri.co
SExplorerbu
nisselected
NT:Duringin
ork.Ifitisn
llationwillco
thestatus.
theMetada
oadinanew
junctionwit
ostingDeskt
ation,ArcGIS
hingofCSW
r.Installatio
lientsdirecto
proceedtot
dOrganizati
ustominstal
oronlytheC
xplorerisno
om/softwar
utdowantt
onthisscre
nstallation,t
notfound,th
ontinuefor
atalink
browserwi
hyourgeop
topToolsdo
SServerserv
2.0.xenable
oninstructio
ory.
helicensesc
ontextboxe
l.Thecustom
CSWClients
otinstalleda
re/arcgis/exp
ousetheCS
en.Selecta
theinstaller
heCSWClien
CSWClientf

ndow
portal.
oesnotneed
vices,orthe
edmetadata
nsarebelow
creen.
es.ClickNex
moptionallo
forArcGISD
andyoudlik
plorer/index
SWClientsin
anoptionan
rchecksfort
ntforArcGIS
forArcGISE

41
dto
a
w:
xt.
owsyouto
Desktop.
ketoinstall
x.html.If
nArcMap,
dclickNext.
the
SDesktop
xplorer,and
.
d
GeoportalServerInstallationGuide
April2011 42

Afterinstallation,refertothedocumentationathttp://links.esri.com/geoportal_csw_clients
forinformationtoaddtheCSWClientstoArcMapandArcGISExplorer.Thisonline
documentationalsohasinstructionsforhowtousetheCSWClients.

9.2. GEOPORTALPUBLISHCLIENT
TheGeoportalPublishClientisatoolforArcCatalogthatallowspublisheruserstoeasily
publishmetadatafromtheirlocaldesktoptothegeoportal.Themetadatacancomefrom
Shapefiles,personalGeodatabasesorEnterpriseGeodatabases,oranyotherlocaldata
formatsforwhichyoucancreatemetadatainArcCatalog.Installationinstructionsare
below:
Openthe<GeoportalDir>\DesktopTools\PublishClientfolder.

Doubleclickonthesetup.exefile.

ClickNextontheWelcomescreen.

AccepttheLicenseAgreement.ClickNext.

EnterinyourInformationintotheUsernameandOrganizationtextboxes.Click
Next.

ChoosetheDestinationFolderintowhichthePublishClientshouldinstalloraccept
thedefault.ClickNext.

ClickInstalltobegintheinstallation.

Oncetheinstallationwizardcompletes,clickFinish.

Afterinstallation,refertothedocumentationat
http://links.esri.com/geoportal_publish_clientforinformationtoaddtheGeoportal
PublishClienttoArcCatalog.Thisonlinedocumentationalsohasinstructionsforhow
tousetheGeoportalPublishClient.

9.3. WMCCLIENT
GeoportalServerInstallationGuide
April2011 43
TheWMCClientallowsforaWebMapContext(WMC)filetobeopeneddirectlyinArcMap.
WMCfilesadheretotheOpenGeospatialConsortium(OGC)specificationandhavethe
extension".cml",".wmc",or".xml".WMCfilesprovidepointerstoremoteaccessibledata,
specificallyLiveDataandMapresources.Installationinstructionsarebelow:
Openthe<GeoportalDir>\DesktopTools\WMCOpenerfolder.

Doubleclickonthesetup.exefile.

ClickNextontheWelcomescreen.

AccepttheLicenseAgreement.ClickNext.

EnterinyourInformationintotheUsernameandOrganizationtextboxes.ClickNext.

ChoosetheDestinationFolderintowhichtheWMCClientshouldinstalloracceptthe
default.ClickNext.

ClickInstalltobegintheinstallation.

Oncetheinstallationwizardcompletes,clickFinish.

Afterinstallation,refertothedocumentationathttp://links.esri.com/geoportal_wmc_clientfor
informationtoaddtheWMCClienttoArcMap.Thisonlinedocumentationalsohasinstructions
forhowtousetheWMCClient.
April2011 44

Appendix A: Upgrade from Geoportal extension 9.3.x to Geoportal Server


version 1.1

ThissectionisfororganizationsthathavealreadyimplementedtheGeoportalextension9.3.1
or9.3.1sp1,butwanttomovetotheGeoportalServerversion1.1.
TheGeoportalServerisanentirelynewversionoftheGeoportalextensionsoftware,although
thebasicuserinterfaceandfilearchitectureremain.Youcannotsimplyreplacefilesfromyour
earlier9.3.xdeploymentwiththeupdatedGeoportalServerfiles.Toupgradeyourexisting9.3.1
Geoportalimplementation,carefullyfollowthestepsbelowandrefertotheinstallation
instructionsaboveifyouneedfurtherinformationononeofthesteps.Beawarethatthereare
noprovisionsforautomaticallyupgradingthegeoportalwebapplication,especiallyforhighly
customizedgeoportals.Therefore,youwillhavetodeploythegeoportal.warfilefromthe
GeoportalServerdistribution,makeabackupcopyofthenewlydeployedGeoportalServer
files,manuallycopycustomizationsandconfigurationsettingsfromtheformergeoportalweb
applicationtothenewgeoportalwebapplication,andthentestyourcustomizationsfor
additionaladjustmentsnecessary.
UPGRADESTEPS
1. BACKUPFILES
BeforeproceedingwithmovingtotheGeoportalServer,itisrecommendedthatcopiesare
madeofthefollowing:
JNDIsettings.IfusingTomcat,thisistheJNDIconnectionfile,foundat
<TOMCAT>\conf\Catalina\localhost\geoportal.xml.Youwilllikelybeabletouse
thesesameconnectionsettingsforyourGeoportalServerimplementation.

Theentiregeoportalwebapplicationfolderfoundat
<TOMCAT>\webapps\geoportalifusingTomcat.Youwillnotbeabletodirectlycopy
filesfromthisbackuptoyournewgeoportalwebapplication,butyoucanreferto
thesefilestoapplysettingsthathavenotchangedorcustomizationsyour
organizationimplemented.

YourformerGeoportalinstallationfilesthatwereinstalledwhenyouranthe
GeoportalExtension9.3.1.msifileonyourGeoportal9.3.1distributionDVD.Youwill
havetouninstallthepreviousversionofGeoportal9.3.1usingAdd/Remove
GeoportalServerInstallationGuide
April2011 45
Programs,andtheuninstallprocesswillremovethesefilesthatyoumightwantto
keepforreference.

2. UNINSTALLTHEGEOPORTALEXTENSION9.3.1
IfusingaWindowssystem,youcandothisthroughStartControlPanelAdd/Remove
Programs.
3. INSTALLTHEGEOPORTALSERVERINSTALLATIONFILES
Unzipthegeoportalintoacomputerthatisonthesamenetworkasthepreviousversionof
yourgeoportalwebapplication.Thenextstepswillreference<GeoportalDir>,whichisthe
directorywhereyouunzippedtheGeoportalServerfiles.
4. MIGRATETOTHEGEOPORTALSERVERDATABASESCHEMA
TheGeoportalServer_MigrationGuide.pdfdocument,foundinthe<GeoportalServer
InstallationDir>\Documentation\Installationfolder,providesinstructionsthatguideyou
throughcopyingthedatafromyourformerGeoportaldatabaseintoanewGeoportalServer
schema.Besuretofollowtheinstructionsforyourdatabasesoftwareandyourgeoportal
versioncarefully.Donotattempttomigrateusingtoolsotherthantheutilitiesprovidedinthe
MigrationGuide.
5. IFDESIRED,CHANGETHENAMEOFTHEGEOPORTALWEBAPPLICATION
TheGeoportalServerprovidesawebapplicationfiletitledgeoportal.war,whichisthesame
nameastheGeoportal9.3.1webapplication.Ifthenewgeoportalwebapplicationwillcoexist
inthesameservletcontainercontextastheformergeoportalwebapplication,consider
changingthenameofthenewgeoportalwebapplication.Notethatifyouchangethenameof
thenewgeoportalwebapplication,youwillneedtoupdatethenameintheservletweb
applicationsWEBINF\web.xmlfile(asperinstructionsinSection6).
6. DEPLOYTHENEWGEOPORTAL.WARFILE
Thenewgeoportal.warfileisfoundinthe<GeoportalDir>\WebApplications\Geoportal
directoryifyouacceptedthedefaultinstalllocationwhenrunningtheInstallationDVD.
7. CONFIGURETHEGPT.XMLFILE
Navigatetothe\\geoportal\WEBINF\classes\gpt\configfolderandopenthegpt.xmlfileina
texteditor.Openyourpreviousgpt.xmlfilefromthebackupcopyofyourGeoportal9.3.1web
applicationcreatedearlier.Usethegeneralgpt.xmlconfigurationinstructionsfoundinSection
GeoportalServerInstallationGuide
April2011 46
5ofthisInstallationGuidetoconfigurethenewgpt.xml,butyoumayfinditusefultocopy
certainsectionsyour<identity>parameters,forexamplefromtheformer9.3.1gpt.xml.
8. MANAGETHEDATABASEDRIVERJARFILE
FollowinstructionsfromSection7abovetocopythecorrectJDBC.jarfilesfromyour
<GeoportalDir>\DatabaseScripts\libfoldertotheappropriateplaceinyourservletcontainer
application.Notethatthedestinationforthedatabasejarfilemaybedifferentdependingonif
youuseTomcat5,Tomcat6,WebLogic,Glassfish,orServletExec.Consultthecorresponding
servletcontainerGeoportalinstallationguidesfromthe<GeoportalDir>\Installationfolderfor
specificdetails.
9. APPLYJNDISETTINGS
RefertoinstructionsinSection7ofthisInstallationGuideforconfiguringtheJDBCdatabase
connectionforyourmigratedgeoportaldatabase.
10. COPYOVERCUSTOMIZATIONS
ItishighlylikelythatyourorganizationcustomizedyourGeoportal9.3.1.Usethebackupcopy
ofthegeoportal9.3.1webapplicationtoinvestigatefilesthatyourorganizationmayhave
customized,andcopyimportantcustomizationsintoyournewgeoportalapplication.In
particular,comparethenewandthe9.3.1versionsofthefollowingfiles.
Textinthegeoportalinterface,at\\geoportal\WEB
INF\classes\gpt\resources\gpt.properties
Customizedmetadataschemas,at\\geoportal\WEBINF\classes\gpt\metadata
Colorthemesandimages,at\\geoportal\catalog\skins\themes
JSPpageandJavascriptchanges,insubfoldersat\\geoportal\catalog

11. DATADOWNLOADTABINVERSION10
IfyouhadacustomDataDownloadpage(seedocumentationat
http://sourceforge.net/apps/mediawiki/geoportal/index.php?title=DataDownload_Tab)inyour
previousGeoportalextensionimplementation,itwillstillworkwiththeGeoportalServer
version.However,becausetheGeoportalServerprovidesanewDataDownloadpage,youwill
needtospecifywhichDataDownloadpagetheGeoportalshoulduse.Topointthegeoportalto
your9.3.xDataDownloadpageinsteadofthenewversion,dothefollowing:
1.Navigatetothe\\geoportal\catalog\downloadfolder.
2.Openthedownload.jsppageinatexteditor.
GeoportalServerInstallationGuide
April2011 47
3.Updatethe<tiles:put>parametersvalueattributesuchthatitreads
value="/catalog/download/downloadBody.jspinsteadof
value="/catalog/download/downloadBody10.jsp.
4.Savethedownload.jspfile.

12. RESTARTTHEGEOPORTALWEBAPPLICATIONANDTEST

13. UPDATEGEOPORTALCLIENTSFORARCGIS
TheGeoportalClientshavechangedtosupportArcGISDesktopversion10.Note,youcanstill
usethe9.3.1GeoportalClientstoconnecttoyourGeoportalServerCSWandPublishClient
endpointsifyourArcGISDesktopenvironmentisstillat9.3.1.
ToupgradetheClientstobecompatiblewithArcGISDesktopversion10,youwillneedto
uninstallthem(inWindows,thiscanbedonethroughtheAdd/Removeprogramsinterface),
andthenreinstalltheversion10Clientsversionsfromyour<GeoportalDir>\DesktopTools
folder.ThefollowingDesktopToolshavebeenupdated:
CSWClients
PublishClient
WMCClient

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