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Install ArcGIS Insights in ArcGIS Enterprise

To install and configure ArcGIS Insights in ArcGIS Enterprise, 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. A full base ArcGIS Enterprise deployment is required to use Insights in ArcGIS Enterprise.

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 as highly available, you need to run the setup program on 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.

Windows

Download the setup package

The Insights in ArcGIS Enterprise 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 Insights among the products.

    The latest version of the software is selected by default. See Compatibility with ArcGIS Enterprise to check which versions are compatible with your deployment.

  4. Change the version number, if necessary, then click View Downloads.
  5. In the Download box, check the information for the version and language. Change the download language, if necessary.
  6. In the Download Components tab, under the Product Components menu, locate ArcGIS Insights (Windows).
  7. Click Download.

    The setup package is downloaded and saved to your browser's default folder (for example, Downloads).

If you want to view the help documentation in a supported language other than English, you will also have to download and install the language pack.

You are now ready to run the setup program.

Run the setup program

Use the following steps to run the setup program on Windows:

  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 are 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 ArcGIS Insights?
    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, Insights will not be installed properly.

  6. If you have not already configured ArcGIS Enterprise to support Insights, do so now.

Uninstall Insights in ArcGIS Enterprise

Use the following steps to uninstall Insights from Windows:

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

Linux

Download the 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 installation 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 Insights among the products.

    The latest version of the software is selected by default. See Compatibility with ArcGIS Enterprise to check which versions are compatible with your deployment.

  4. Change the version number, if necessary, then click View Downloads.
  5. In the Download box, check the information for the version and language. Change the download language, if necessary.
  6. In the Download Components tab, under the Product Components menu, locate ArcGIS Insights (Linux).
  7. Click Download.

    The setup package is downloaded and saved to your browser's default folder (for example, Downloads).

If you want to view the help documentation in a supported language other than English, you will have to download and install the language pack.

You are now ready to run the setup program.

Run the setup program

Use the following steps to run the setup program on Linux:

  1. Sign 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 are 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 installation or by updating the settings file after the installation is complete.

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

    • 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, Insights will not be installed properly.

  4. If you have not already configured ArcGIS Enterprise to support Insights, do so now.

Uninstall Insights in ArcGIS Enterprise

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, run the uninstallation scripts on all Portal for ArcGIS and ArcGIS Server machines.

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

Upgrade Insights in ArcGIS Enterprise

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

If you are upgrading both ArcGIS Enterprise 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 in ArcGIS Enterprise from your Windows or Linux machine.
  3. Upgrade ArcGIS Enterprise to the new version, including the postupgrade steps. For more information, see Upgrade a base deployment with ArcGIS Enterprise Builder or Upgrade your ArcGIS Enterprise portal.
  4. Install Insights in ArcGIS Enterprise on your Windows or Linux machine (either the same version or the newer version).
Note:

If you are upgrading to ArcGIS Enterprise 10.7 or higher from 10.6.1 or earlier, 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 in ArcGIS Enterprise will not affect your saved Insights items, such as workbooks, pages, and database connections.