Manage an On-Premises Installation

This topic discusses changes that you can make to an existing on-premises installation. If you have not yet installed Geocortex Printing and configured the post-installation settings, follow the instructions in Install Geocortex Printing on Premises.

Managing an on-premises installation may require periodically updating the software or changing the post-installation configuration:

See also...

Export and Import Print Templates

Update On-Premises Printing

Geocortex periodically releases updates to on-premises Printing that include new features and other improvements to the software. To update Printing, run the new installer.

To update an on-premises installation of Geocortex Printing:

  1. Download the installer.

  2. Run the installer.

    The installer detects your existing installation and prompts you to update.

  3. Click Update.

  4. When the update completes, clear the Launch Geocortex Printing Post Installer checkbox.

    Updating does not affect the existing configuration. You do not need to run the Post Installer after updating, unless you want to change the configuration.

  5. Click Finish.

    You have completed updating your on-premises installation.

Manage the Post-Installation Configuration

Managing an on-premises Printing installation may require changing the post-installation configuration:

Open the Post Installer

To open the Geocortex Printing Post Installer:

  1. In the Windows Start menu, start to type Geocortex Printing.

    The Start menu will show the Post Installer application.

  2. Click Geocortex Printing Post Installer.

Activate Additional Licenses

If you have purchased additional licenses, activate them as follows:

  1. Open the Post Installer and click Licensing in the sidebar.

  2. Choose one of the following options:

    • Activate Online: To activate Geocortex Printing online, you must have a Geocortex account.

      1. Click Activate Online.

      2. Sign in to your Geocortex account.

      3. When the activation is complete, return to the Post Installer.

    • Activate Offline: To activate Geocortex Printing offline, contact Geocortex Support at support@geocortex.com to request an activation key.

      When you receive the key, open the Post Installer and click Licensing. Paste the key into the Offline Activation Key box and click Activate.

  3. Click OK to close the License Status dialog box.

  4. Close the Post Installer when you are finished.

Manage the Data Directory

We recommend that you configure the data directory one time only, immediately after you install Geocortex Printing.

If you create print templates and then change the data directory, you will lose access to your existing templates.

Change the IIS Deployment

You can change the location where Geocortex Printing is deployed.

  1. Open the Post Installer and click IIS Settings in the sidebar.

  2. To use a different website, select the website from the Website drop-down list.

  3. To use a different virtual directory, type the path in the Virtual Directory box.

  4. Click Portal in the sidebar.

  5. Update the Redirect URL to reflect the new IIS deployment.

    You may have to update the redirect URI of the Application item in Portal for ArcGIS as well.

  6. Click Close to close the Post Installer when you are finished.

Change the ArcGIS Registration

You can change how Geocortex Printing is registered with ArcGIS.

  1. Open the Post Installer and click Portal in the sidebar.

  2. If you are changing to a different portal type, select the type of portal you use from the Portal Type drop-down list—ArcGIS Online or Portal for ArcGIS.

  3. If you changed the Portal Type, follow the instructions for the Portal Type you selected:

    • ArcGIS Online: In the Organization box, enter your ArcGIS organization name, for example myorganization, or the URL of your ArcGIS Online portal, for example, https://myorganization.maps.arcgis.com.

    • Portal for ArcGIS: In the Portal URL box, enter the URL for your portal, for example, https://portal.domain1.com/arcgis/.

    We strongly recommend that you use HTTPS to access ArcGIS.

  4. In the Redirect URL area:

    1. Select the appropriate connection scheme for your Printing server: https:// or http://.

      If the web applications that will host print templates run on HTTPS then you must run Geocortex Printing on HTTPS as well. Otherwise, the applications will not be able to connect.

      We strongly recommend that you use HTTPS to access Geocortex Printing.

    2. Select the host name of your Printing server from the drop-down list.

      Alternatively, type or paste the host name.

    3. Click Copy to copy the redirect URL to your clipboard for use in a later step.

    The virtual path is entered automatically based on the IIS Settings.

  5. Follow the instructions that apply to you:

    • If your organization already uses other Geocortex products that are registered with the same portal as Geocortex Printing, we recommend that you use the existing ArcGIS item to register Printing with the portal. Follow the instructions in Manage an On-Premises Installation.

    • If this is the first Geocortex product registered with this portal, you will have to create an ArcGIS Application item and use it to register Geocortex Printing. Follow the instructions in Register Geocortex Printing Using a New ArcGIS Item.

    Register Geocortex Printing Using an Existing ArcGIS Item

    1. Click Launch to open the portal in your browser.

    2. View the item's details.

    3. On the Settings tab, scroll down to the App Registration area and click Update.

    4. Paste the copied redirect URL into the Redirect URI box, and then click Add.

      The URL is added to the list of permitted redirect URLs.Redirect URL for Geocortex Printing added to the ArcGIS item

    5. Click Update.

    6. Copy the App ID from the App Registration area to the clipboard.

    7. On the Overview tab, edit Tags and add one or more tags for Geocortex Printing.

    8. Return to the Post Installer to enter the app ID.

    Register Geocortex Printing Using a New ArcGIS Item

    There are two steps:

    Step 1: Create the item

    1. Sign in to your portal and open the Content page.

    2. In My Content, click Add Item and select An application.

    3. Configure the application using the following settings, and then click Add Item.

      • Type: Web Mapping

      • Purpose: Ready to Use

      • API: JavaScript

      • URL: Paste the redirect URL that you copied in the previous step.

        For example: https://apps.domain2.com/Geocortex/Printing/designer

      • Title: For example: Geocortex Printing

      • Tags: For example: Geocortex and Printing

        You may want to add additional tags used by your organization.

      A new application is added to the portal.

    Step 2: Use the item to register Geocortex Printing with the portal

    1. On the Settings tab, scroll down to the App Registration area.

    2. Click Register beside App Registration.

    3. Paste the copied redirect URL into the Redirect URI box, and then click Add.

      The URL is added to the list of permitted redirect URLs.

    4. Click Register to complete the application registration.

    5. Copy the app ID to the clipboard.

  6. Enter the App ID: In the Post Installer, paste the app ID into the App ID box.

  7. Click Test to test the application registration.

    The Post Installer will either show a success message or prompt you to fix any errors.

    If Portal for ArcGIS is secured using Windows Integrated Security and anonymous access to the portal is disabled in IIS, the Post Installer will present a warning that says: "The portal application registration is valid—however the specified portal requires authentication". You must install the Geocortex Web Adaptor Extensions to allow Geocortex Printing to communicate with Portal for ArcGIS.

  8. Close the Post Installer when you are finished.

Manage the Service Account

The first time you run the Post Installer, it creates a local user account called GeocortexPrinting that Geocortex Printing uses in its back-end operations. This account is required for running prints.

You can modify the account in the Post Installer, in case you need to:

The account can be a local user or a domain user, but not a machine account.

To modify the user account:

  1. If you want to use a different account, create the account.

  2. Open the Post Installer.

  3. Click the small Geocortex Printing icon in the upper left corner and select Service Account.

  4. If you created a new account, enter the name of the account in the Account box.

  5. Enter the password and click OK, or click Generate to create a password automatically.

  6. Close the Post Installer when you are finished.