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Install Insights for ArcGIS

Installation prerequisites

To install and configure Insights for ArcGIS, you need to have elevated privileges in a deployment environment.

At a minimum, to run the installation, you must have installed Portal for ArcGIS and ArcGIS Server, either on the same machine or separately in a distributed environment. Insights also requires ArcGIS Data Store and ArcGIS Web Adaptor to run. These ArcGIS Enterprise components must also be installed before Insights can be used.

Note:

ArcGIS Server must be licensed as ArcGIS GIS Server Standard or ArcGIS GIS Server Advanced. For more information about ArcGIS Server licensing roles, see ArcGIS Enterprise licensing in the Portal for ArcGIS administrator guide or ArcGIS Server help.

The setup program detects whether Portal for ArcGIS or ArcGIS Server is installed on your machine, and then installs the appropriate Insights feature. On a single-machine deployment, you only need to run the setup once. If your Portal for ArcGIS is configured in high availability, you need to run the setup program in both portal machines. If your hosting server is a multimachine site, you need to run the setup program on all of the machines in the hosting server site.

If neither Portal for ArcGIS nor ArcGIS Server is detected, the program closes.

Download the setup package

Windows setup package

The Insights setup program has two installation features:

  • Insights client application on Portal for ArcGIS
  • ArcGIS Server component of Insights

  1. Sign in to the My Esri site with your Esri Account that is tied to your customer number.
  2. Go to My Organization and click Downloads.

    All the software downloads that are available to you (based on your customer number) are displayed.

  3. Locate ArcGIS Enterprise (Windows) among the products, and click View Downloads.
  4. Expand the Additional Products section.
  5. Click Download for the Insights setup program.

Linux setup package

The setup package contains the following key files:

  • Insights-<version-number>.portal.tgz–The Insights web client for your portal.
  • Insights-<version-number>.server.tgz–The required Insights services for your ArcGIS Server site.
  • Insights-Setup.sh–The shell script that runs a silent install of the web client and services listed above.

  1. Sign in to the My Esri site with your Esri Account that is tied to your customer number.
  2. Go to My Organization and click Downloads.
    All the software downloads that are available to you (based on your customer number) are displayed.
  3. Locate ArcGIS Enterprise (Linux) among the products, and click View Downloads.
  4. Expand the Additional Products section.
  5. Click Download for the Insights setup program.

Run the setup program

Windows setup

  1. Browse to the location of the downloaded installation file, and double-click the setup.exe file.
  2. During the installation, read the license agreement and accept it, or exit if you do not agree with the terms.
  3. You will be enrolled in the Esri User Experience Improvement Program by default when you install Insights. If you do not want to be enrolled in the program, uncheck Click here to participate in the Esri User Experience Improvement Program. (Recommended). For more information, see How does the Esri User Experience Improvement Program work for Insights for ArcGIS?
    The setup program detects the ArcGIS Enterprise component on your machine—Portal for ArcGIS, ArcGIS Server, or both—and installs the appropriate features.
  4. The default installation directories are the following:
    • C:\Program Files\ArcGIS\Portal\apps for the portal client application
    • C:\Program Files\ArcGIS\Server for the server component
  5. If you're working in a distributed environment, repeat the setup until the client is installed on your portal machine (or two machines in a high-availability deployment), and the server component (containing Insights services) is installed on each ArcGIS Server machine in your hosting server site.
    Note:

    It is important to run the installation steps on both the portal and server machines when using a distributed environment. If the setups are not run on all machines then Insights will not be installed properly.

  6. After you are finished running the setup program, configure the portal to support Insights.

Linux setup

  1. Log in to your machine as a user with administrative privileges.

    Note:
    Installing Insights as a root user is not supported.

  2. Use one of the following options to run the setup program:
    Note:

    You will be enrolled in the Esri User Experience Improvement Program by default when you install Insights. You can choose to opt-out of the program during the install, or by updating the settings file after the install is complete.

    For more information, see How does the Esri User Experience Improvement Program work for Insights for ArcGIS?

    • To run the default setup, use the following syntax: ./Insights-Setup.sh
    • To view the options available in the setup, use the following syntax: ./Insights-Setup.sh -h
    • To run the setup and opt-out of the Esri User Experience Improvement Program, use the following syntax: ./Insights-Setup.sh -e No
  3. If you're working in a distributed environment, repeat the setup until the client is installed on your portal machine (or two machines in a high-availability deployment), and the server component (containing Insights services) is installed on each ArcGIS Server machine in your hosting server site.
    Note:

    It is important to run the installation steps on both the portal and server machines when using a distributed environment. If the setups are not run on all machines then Insights will not be installed properly.

  4. After you are finished running the setup program, configure the portal to support Insights.

Upgrade Insights for ArcGIS

If you have an earlier version of Insights for ArcGIS installed and would like to upgrade to a new version, there is no need to uninstall the previous version. Running the Insights for ArcGIS installer will upgrade the software to the new version.

If you are upgrading both ArcGIS Enterprise (consisting of ArcGIS Server, Portal for ArcGIS, ArcGIS Data Store, and ArcGIS Web Adaptor) and Insights, or upgrading ArcGIS Enterprise only, use the following steps:

  1. Upgrading ArcGIS Enterprise may require upgrading Insights to a compatible version. Check the compatibility between Insights and ArcGIS Enterprise.
  2. Uninstall Insights.
  3. Upgrade ArcGIS Enterprise to the new version, including the post-upgrade steps. For more information, see Upgrade a base deployment with ArcGIS Enterprise Builder or Upgrade your ArcGIS Enterprise portal.
  4. Install Insights (either the same version or the newer version).
Note:

If you are upgrading to ArcGIS Enterprise 10.7, members of your organization may be automatically updated to a compatible user type, or your organization may be licensed for more than one user type for each level. If your organization is licensed for more than one user type, the administrator of the organization will have to apply the correct user types to each member before they will be able to access Insights. Insights users can have the Creator, GIS Professional, or Insights Analyst user type. For more information, see Upgrade your ArcGIS Enterprise portal.

Uninstalling Insights will not affect your saved Insights items, such as workbooks, pages, and database connections.

Uninstall Insights

Uninstall from Windows

  1. Open Control Panel and click Programs and Features.
  2. From the Programs list, choose the Insights for ArcGIS version you have installed on your machine.
  3. Select Uninstall/Change to uninstall Insights.
  4. If you are working in a distributed environment you will need to repeat the uninstall steps on all Portal for ArcGIS and ArcGIS Server machines.

Uninstall from Linux

To uninstall Insights, run the following scripts from the command line:

$ ./{HOME}/arcgis/portal/uninstall_Insights.sh
$ ./{HOME}/arcgis/server/uninstall_Insights.sh

If you are working in a distributed environment, you will need to run the uninstall scripts on all Portal for ArcGIS and ArcGIS Server machines.

When Insights has been successfully uninstalled, you will be asked to restart Portal for ArcGIS by running the following script: $ ./{HOME}/arcgis/portal/startportal.sh