Example: Redirecting an Analysis with an Embedded Connection


This example assumes that you have an analysis based on an embedded SQL Server data connection already saved in the library and you want to redirect the connection to a different database server. For example, you may have set up the analysis using a test database server but now you want to switch to a production server. The first instructions show how you can create a copy of the current test analysis. You can then change the URL to the data in the copy, while keeping the old test analysis as it is. You could just as easily skip the copy steps and edit the old analysis directly.

To copy an analysis in the library:

  1. On the menu bar, select Tools > Library administration... and then browse the library to find the analysis you want to copy.

  2. Select the analysis and, on the toolbar, click Copy.

    Tip: It is also possible to select the whole folder and use the Export/Import buttons if you need to copy items between libraries on different Spotfire servers.

  3. Select the destination folder for the copied analysis.

  4. Click OK.

To redirect an embedded data source from a test to a production instance:

  1. On the authoring bar, click Files and data .

  2. In the Files and data flyout, browse the library to find the analysis with an embedded data connection that you want to redirect. Click to open the analysis.

  3. On the menu bar, select Data > Data connection properties.

  4. Click Settings....

  5. Click on the Data Source tab and click Settings....

  6. In the Data Source Settings dialog, click on Edit.

    Response: The Microsoft SQL Server Connection dialog is opened.

  7. Change the database server URL to the production server URL, click Connect and select the production database.

  8. Click OK in all dialogs.

    Response: The analysis now loads data from the new server and displays the visualizations.

See also:

What is a Data Connection?

What is a Connection Data Source?

How to Work with Data Connections and their Data Sources in the Library