Before users can access Insights, you must set up a base ArcGIS Enterprise deployment, which includes Portal for ArcGIS with a federated ArcGIS Server site as your hosting server.
You will also need to install Insights for ArcGIS. For instructions, see Install Insights for ArcGIS.
Setup and configuration roadmap for Insights for ArcGIS
Required base ArcGIS Enterprise deployment
You require all of the components listed below, which together make up a base ArcGIS Enterprise deployment. For a tutorial on how to create this deployment, see Tutorial: Set up a base ArcGIS Enterprise deployment.
- ArcGIS Server
- Portal for ArcGIS
- ArcGIS Web Adaptor (one for portal, and one for server)
- ArcGIS Data Store (configured as a relational data store)
After you build your deployment, you will also need to configure required portal settings (see below).
Required portal configuration settings
After you have set up the base ArcGIS Enterprise deployment, do the following:
- Configure Insights for ArcGIS licenses.
- Ensure that users in your organization have the appropriate role, privileges, and membership level to access and use Insights.
A user requires:
- The Publisher role to add data, create visualizations, and use spatial analytics
- The Level 2 membership level
For more information, see Organization roles and membership levels in the Portal for ArcGIS Administrator Guide.
Next, configure other settings to enable important services and features such as geocoding and routing (see below).
Important portal settings for Insights for ArcGIS features
These configuration settings are not required, but they allow portal members to connect to data warehouses, geocode data, use maps (and extents) suitable for their region, and more.
- To support database connections that allow users to add datasets from a business database, your portal's hosting server site must have one or more relational data store types registered for use. See Register Relational Data Store Type in the ArcGIS REST API help. For more information about using database data, see Understanding data in relational databases.
- Configure utility services required to power specific functionality in your portal, such as performing analysis with tools that depend on utility services. The table below lists each utility service, and the Insights feature it supports:
Allows users to add location to their datasets by specifying an address. For user instructions, see Add location to your data.
Enables the use of dissolved boundaries for the Create Buffer/Drive Times tool. For user instructions, see Create a buffer or drive time area.
Enables the Find Nearest spatial analysis tool. For user instructions, see Find nearest locations in the Insights Help.
Allows users to add demographic information to a location or area using the Enrich data tool. For user instructions, see Enrich your data.
Allows users to specify a means of transportation, such as walking time or trucking distance, for spatial tools, such as Create Buffer/Drive Times.
- Configure boundary layers to allow users to use feature layers containing boundary information for supported countries in their maps and analysis.
When you configure boundary layers, users can enable these layers in the Geographies section of the data pane in Insights. Boundary layers are another way for users to add location to their data. For user instructions, see:
- Specify a default region to control both the default map extent, and to make boundary layers for the default region available to users in the Geographies section of the data pane.
- Configure subscriber and premium Living Atlas content to make this ArcGIS Online collection available in your portal. Living Atlas content that does not require you to sign in to an ArcGIS Online account is available by default.
Once the portal has been configured to support Insights, users can access it through a URL in the format http://webadaptorhost.domain.com/<webadaptorname>/apps/insights. Help documentation can be accessed from the Help menu in Insights.