Setting up the product library in an ArcSDE environment

Two different procedures are used to create and set up an ArcSDE geodatabase for the product library. One is used for setting up the product library on an ArcSDE geodatabase for Microsoft SQL Server Express licensed for ArcGIS Desktop (instance of SQL Server Express). The other is used for setting up the product library on an ArcSDE geodatabase licensed for ArcGIS Server Enterprise. The steps in this workflow are for setting up the product library on an ArcSDE geodatabase for Microsoft SQL Server Express licensed for ArcGIS Desktop, but additional information and links are provided for setting up the product library on an ArcSDE geodatabase licensed for ArcGIS Server Enterprise.

Adding a database server

This section describes how to add a database server connection under the Database Servers node in the Catalog window. This is a connection to a Microsoft SQL Server Express instance set up to store geodatabases. You can skip this section if you are using Oracle, SQL Server Enterprise, or another ArcSDE geodatabase licensed for ArcGIS Server Enterprise to store the geodatabase you are using as the product library.

You will need to install SQL Server Express, if you have not already, and enable it to store geodatabases.

Pasos:

1. Inicie ArcMap, abra la ventana Catálogo y después expanda el nodo Servidores de base de datos en el árbol de catálogo.
2. Haga doble clic en Agregar servidor de base de datos.
3. In the Add Database Server dialog box, provide the name of the ArcSDE database server. This is in the form <server_name>\<instance_name>, where the server name is the name of the server on which SQL Server Express is installed and the instance name is the name of the SQL Server Express instance.

   For example, if a database server is named SOPHIE\SQLEXPRESS, SOPHIE is the server name, and SQLEXPRESS is the instance name. Using 127.0.01 for the server name will avoid sourcing issues if multiple users are going to be accessing the product library.

4. Haga clic en Aceptar.

El icono del servidor aparece bajo Servidores de base de datos en el árbol de catálogo.

Sugerencia:

Si agrega el servidor de base de datos y el icono en el árbol de catálogo muestra un cuadrado vacío de color blanco, indica que el servidor de base de datos se ha agregado pero su estado es desconocido. Pruebe a hacer doble clic en el icono para conectarse. Si no puede conectarse, póngase en contacto con el administrador de ese servidor de base de datos para averiguar si la instancia de SQL Server Express se está ejecutando y está conectada a la red y qué tipo de permisos tiene asignados en ese servidor de base de datos.

Creating the administrator database connection

If the product library is stored in an ArcSDE geodatabase licensed for ArcGIS Server Enterprise, you need to create an administrator database connection. If your product library is stored in SQL Server Express, you can skip this section, since you only need to add a database server connection (first section of this workflow).

If you want to create a database connection for SQL Server, go to Making a direct connection from ArcGIS Desktop to a geodatabase in SQL Server. If you want to create a database connection for Oracle, go to Making a direct connection from ArcGIS Desktop to a geodatabase in Oracle.

Creating an ArcSDE geodatabase

The server administrator needs to create a new geodatabase from Oracle, SQL Server, SQL Server Express or another enterprise database management system (DBMS) that can be used as the product library. The steps in this section are for creating an ArcSDE geodatabase for Microsoft SQL Server Express licensed for ArcGIS Desktop (SQL Server Express geodatabase). If you want to create a geodatabase from Oracle, SQL Server, or another ArcSDE geodatabase licensed for ArcGIS Server Enterprise, see the following topics for information:

• A quick tour of setting up a geodatabase in DB2
• A quick tour of setting up a geodatabase in Informix
• A quick tour of setting up a geodatabase in Oracle
• A quick tour of setting up a geodatabase in PostgreSQL
• A quick tour of setting up a geodatabase in SQL Server

Recommendations for Oracle databases

It is recommended that you ensure that the following parameter values are used when creating an Oracle database:

Parameter name	Value
Configure with Database Enterprise Manager	Enabled
Shared memory management	AUTOMATIC
Character Sets	Unicode (AL32UTF8)
OPEN_CURSORS	2000–10000
SESSION_CACHED_CURSORS	50–150
pre_page_sge	True

Oracle parameters for product library

The steps below are for creating an ArcSDE geodatabase for Microsoft SQL Server Express licensed for ArcGIS Desktop (an instance of SQL Server Express).

Pasos:

1. Inicie sesión como administrador del servidor, inicie ArcMap y, a continuación, abra la ventana Catálogo.
2. En el árbol de catálogo, haga clic con el botón derecho en el servidor de base de datos en el que desee crear un nuevo dataset de entidad.
3. Haga clic en Nueva geodatabase.
4. Escriba un nombre para la nueva geodatabase en el cuadro de texto Nombre de geodatabase.

   El nombre debe comenzar con una letra, no puede contener espacios ni caracteres especiales (como #, @ o *) y debe tener una longitud máxima de 31 caracteres con el nombre del servidor incluido.

5. Si desea cambiar la ubicación del archivo de base de datos, especifique la nueva ubicación en el cuadro de texto Archivo de geodatabase haciendo clic en el botón de puntos suspensivos (...) y desplazándose hasta la ubicación.
6. Escriba el tamaño de la nueva geodatabase en el cuadro de texto Tamaño inicial.
7. Elija MB o GB en el menú desplegable Unidades o utilice el tamaño predeterminado de 100 MB.

   Independientemente del tamaño inicial, la geodatabase crecerá a medida que sea necesario, hasta los 4 GB.

   Nota:

   El tamaño inicial de la geodatabase no puede ser inferior al tamaño de la base de datos modelo alojada en la instancia de SQL Server Express. La base de datos modelo es la plantilla de sistema para todas las nuevas bases de datos. El tamaño de la base de datos modelo determina el tamaño mínimo de cualquier base de datos creada en esa instancia de SQL Server Express. Si intenta crear una geodatabase de tamaño inferior a este tamaño mínimo, se produce un error en la creación de la base de datos y aparece el siguiente mensaje de error:

   Error creating this geodatabase
   CREATE DATABASE failed. 
   Primary file must be at least <size of model> to accommodate a copy 
   of the model database.

8. Click OK.

Durante la creación del archivo de base de datos y del esquema de la geodatabase aparece una barra de progreso. Una vez finalizado el proceso, la nueva geodatabase aparece en la ficha Contenido y en el árbol de catálogo.

Creating geodatabase users

You can choose to add users to a geodatabase stored in SQL Server through Microsoft SQL Server Management Studio Express.

Learn how to add users for an Oracle database

Learn how to add Windows-authenticated users or groups to a SQL Server database

Learn how to add database-authenticated users to a SQL Server database

The steps below are for creating users for the product library geodatabase in ArcCatalog on a database server (an instance of SQL Server Express) and SQL Server.

Pasos:

1. Inicie sesión como administrador del servidor, inicie ArcMap y, a continuación, abra la ventana Catálogo.
2. Haga clic con el botón derecho en el servidor de base de datos al que desee agregar un usuario o grupo.
3. Haga clic en Permiso.
4. Haga clic en Agregar usuario en el cuadro de diálogo Permiso.
5. Especifique la ubicación donde desea buscar el usuario o grupo.

   Puede ser el equipo local o un dominio.

6. Escriba el nombre del usuario o grupo que desee agregar. Puede hacer clic en el botón Opciones avanzadas para refinar la búsqueda del usuario deseado.
7. Haga clic en Comprobar nombres para comprobar que el nombre de usuario sea válido.
8. Click OK.

Granting geodatabase roles/permissions

A role needs to be assigned to the users that are going to be working with the product library so they can view or add components, information, and data to the product library. These permissions are at the geodatabase level, assigned separately from the product library permissions. The roles are assigned through ArcCatalog as permissions for users that are using a product library stored in SQL Server Express or SQL Server. For Oracle and any other ArcSDE geodatabase licensed for ArcGIS Server Enterprise, the role CKB_USERS must be created for the users to be recognized by the product library. This can be done by using the following statement:

CREATE ROLE CKB_USERS NOT IDENTIFIED

User names for the role are required for any users who are going to be working with the product library and need to read from or write to the product library tables and other components. The administrators are considered the owners of the data, so they already have this privilege.

Below are suggested user names and the permissions required for each level for Oracle (and SQL Server if using Microsoft SQL Server Management Studio Express).

For product library administrators, the following is suggested:

User type	Role	Oracle permissions	SQL Server permissions
Data owner	CONNECT	CREATE PROCEDURE CREATE SEQUENCE CREATE SESSION CREATE TRIGGER CREATE VIEW CREATE TABLE	CREATE TABLE CREATE VIEW CREATE PROCEDURE

Administrator permissions

For product library editors, the following is suggested:

User type	Role	Oracle permissions	SQL Server permissions
Data editor/Data viewer	CONNECT CKB_USERS	CREATE SESSION	CREATE TABLE

Editor permissions

Learn more about user permission levels for Oracle

Learn more about user permission levels for SQL Server

The steps below are for granting roles/permissions on a database server (an instance of SQL Server Express), and SQL Server.

Pasos:

1. Haga clic con el botón derecho en la geodatabase para la que desee conceder permisos de usuario.
2. Haga clic en Administración y, a continuación, en Permiso.
3. Elija al usuario o grupo que desee de la lista del cuadro de diálogo Permiso.
4. Click the appropriate role:
   • Ninguno: no se ha concedido ningún permiso de acceso específico a la geodatabase ni a los datasets que contiene.
   • Solo lectura: el usuario solo puede ver y seleccionar los datos.
   • Lectura y escritura: el usuario puede leer, escribir y crear nuevos datasets en una geodatabase, o puede leer y escribir en un dataset existente.
   • Admin: el usuario puede realizar tareas administrativas en una geodatabase en concreto.
   • Administrador del servidor: este usuario administra el servidor de base de datos.
5. Click Apply.

Configuring the database in ArcSDE

You need to configure the MAXBLOBSIZE and TCPKEEPALIVE parameters for the ArcSDE geodatabase used as the product library. The product library can be set up in a central or local geodatabase. A central geodatabase is usually an ArcSDE geodatabase with Oracle, SQL Server, SQL Server Express, or another enterprise DBMS installed. A local geodatabase is usually an ArcSDE geodatabase with SQL Server Express installed locally to house and manage the product library.

The DBMS used for the geodatabase should be configured before the product library is set up with the default geometry storage. See geodatabase storage in relational databases or geodatabase parameters for more information.

The MAXBLOBSIZE value is -1 by default. However, if you are using Oracle or another enterprise DBMS, make sure that this value is set to -1 and the TCPKEEPALIVE value is set to 1. This command should be used from the command prompt of a machine where ArcSDE is installed.

For example:

sdeconfig -o alter -v MAXBLOBSIZE=-1-i <service> -u sde -p <sde_password>

For more information, see the ArcSDE Administration Command Reference.

You can download a Portable Document Format (PDF) version of the book from the ESRI Support Center Web site (login required): ArcSDE Server documentation

Nota:

The ArcSDE documentation refers to the parameter name as Property Name in the command line examples.

Use the steps below if you are using SQL Server Express or SQL Server to configure the MAXBLOBSIZE and TCPKEEPALIVE parameters.

Pasos:

1. Open SQL Server Management Studio Express.
2. Click Connect on the Connect to Server dialog box that appears.
3. Expand Databases, the geodatabase you are using for the product library, and Tables.
4. Right-click on the SDE_server_config table and click Edit Top 200 rows.
5. Find MAXBLOBSIZE in the prop_name field and change it to -1 in the num_prop_value field if it is another value.
6. Find TCPKEEPALIVE in the prop_name field and change it from 0 to 1 in the num_prop_value field.
   Precaución:

   If you are using a local geodatabase and you modify the parameters while the Catalog window is open, you need to refresh (or disconnect and reconnect to) your SQL Server Express instance to confirm that the geodatabase has the new settings. You can right-click the database server and click Refresh.

7. Close SQL Server Management Studio Express.

Defining and upgrading the geodatabase as a product library

After the geodatabase has been created, various tables and feature classes that are part of the product library need to be added to it. This process can be completed in ArcMap.

The steps in this section are for defining and upgrading the geodatabase as a product library in ArcMap.

Pasos:

1. Start ArcMap.
   Sugerencia:

   If the ArcMap - Getting Started dialog box appears, you can open a new or existing map document. You can also check the Do not show this dialog box in the future check box and click Open.

2. On the main menu, click Customize > Production > Production Properties.

   The Production Properties dialog box appears.

3. If necessary, click Data Management.
4. Click the cell next to Workspace in the Product Library section and click the ellipsis (...) that appears.

   The Please browse to the location of the Product Library Workspace dialog box appears.

5. Navigate to the product library database.
6. Click Open.

   The Upgrade Workspace dialog box appears.

7. Click Yes to upgrade the geodatabase you want to use as the product library.

   The Product Library Workspace Upgrade window appears and displays a progress bar while the geodatabase is updated. The Production Properties dialog box appears once the process is complete.

8. Click OK.

Granting privileges to product library components

All the tables in the product library need to have read/write privileges assigned to them, except the PCAT_PERMISSION table. The PCAT_PERMISSION table only needs read privileges assigned to it.

The permissions need to be assigned to the CKB_USERS role.

Both the administrator and other user accounts in the underlying database management system should have appropriate privileges and roles assigned to them. When you set up your connection to your spatial database, ensure you are connecting as the appropriate user.

Pasos:

1. Start ArcCatalog.
2. Expand one of the following:
   • Database Servers if using a SQL Server Express geodatabase
   • Database Connections if using an Oracle, SQL Server, or another enterprise geodatabase
3. Double-click the product library administrator connection geodatabase to connect to it.
4. Select all tables except PCAT_PERMISSION, right-click, then click Privileges.
5. Type CKB_USERS into the text box on the Privileges dialog box.
6. Check the check box next to SELECT, UPDATE, INSERT, and DELETE.
7. Click OK.
8. Select PCAT_PERMISSION, right-click, then click Privileges.
9. Type CKB_USERS into the text box on the Privileges dialog box.
10. Check the check box next to SELECT.
11. Click OK.

Versioning within product library

You need to register product library components for versioning to allow them to be editable.

You need to register the product library feature classes and tables for versioning.

Pasos:

1. Start ArcCatalog.
2. Expand one of the following:
   • Database Servers if using a SQL Server Express geodatabase
   • Database Connections if using an Oracle, SQL Server, or another enterprise geodatabase
3. Double-click the product library administrator connection geodatabase to connect to it.
4. Right-click each feature class in your product library and choose Register as Versioned.

   Do not check the Register the selected objects with the option to move edits to base check box.

5. Click OK.
6. Right-click each table in your product library and choose Register as Versioned.

   Do not check the Register the selected objects with the option to move edits to base check box.

7. Click OK.

Creating database connections for product library users

Database connections need to be created for the other product library users if the product library is stored in Oracle, SQL Server, or another ArcSDE geodatabase licensed through ArcGIS Server Enterprise. If your product library is stored in SQL Server Express, you can skip this section, since other users will only need to add a database server connection (first section of this workflow).

If you want to create a database connection for SQL Server, go to Making a direct connection from ArcGIS Desktop to a geodatabase in SQL Server. If you want to create a database connection for Oracle, go to Making a direct connection from ArcGIS Desktop to a geodatabase in Oracle.

Nota:

For step 6, if using database authentication, type the user name of the product library user for which you want to create a database connection.

Once you have performed all the steps in this workflow, the product library workspace is ready for you to create the solution, product class, series, and users and user permissions. Other users still need to define the product library workspace in their client machine to be able to create and manage data and/or products.