Running the Spotfire Server upgrade tool interactively

When you run the Spotfire Server upgrade tool interactively, you are prompted for information about both your older installation and your new installation.

About this task

Note: If Spotfire Server is set up to authenticate with the Spotfire database using Windows Integrated Authentication, you must run the upgrade tool as the same user that Spotfire Server authenticates as. Otherwise, the upgrade tool cannot authenticate with the database.

Before you begin

You have installed the new version of Spotfire Server.
You have a working backup of your Spotfire database.
If you are using LDAPS, and if the CA certificate is not included in the cacert file by default, you must import the CA certificate used to issue the LDAP server's certificate before running the upgrade tool. See Configuring LDAP.

Procedure

If the server upgrade tool is not open, go to the following directory and double-click upgradetool.bat (Windows) or upgradetool.sh (Linux): <new version Spotfire Server install dir>/tools/upgrade.
By default, the server installation directory is located here: C:/tibco/tss/version number.

The Spotfire Server Upgrade panel is displayed. It provides a reminder to back up or clone the Spotfire database.
Click Next.
The File Locations panel is displayed. It provides new information and the choice to copy, or not to copy, an existing configuration.
Specify whether to copy an existing configuration.
- If you have file access to copy an existing installation, select Previous server installation, enter the path to its installation directory, and then click Next.
  For example: C:/tibco/tss/version number or /opt/tss/version number.
- If you do not have file access to an old installation, click Next.
The Database Type and Driver panel is displayed.
Specify the database and database driver you are using, and then click Next.

Note: If you select a database driver type that is not installed in the old installation directory, the message The selected driver must be installed manually is displayed. Install the driver manually by placing it in the <new version Spotfire Server install dir>/tomcat/custom-ext directory, and then restart the upgrade tool.

The Database Connection Information panel is displayed.
Provide the Spotfire database Connection string, Username and Password. If your database server uses integrated login, like Windows authentication, select the Integrated login check box, to disable the Username and Password fields.
Click Next.
- If you copied an existing installation, then the Summary panel is displayed. It shows the new installation directory, the directory from which the configuration is copied, the database connection string, and the database username. It also provides options to copy logs and move library exports. Specify whether to copy the logs and/or move the library exports, as needed.
- If you did not copy an existing installation, then the Additional Information panel is displayed. Specify the configuration tool password, the encryption password, and the server name to use when configuring the Spotfire Server, and then click Next.
Click Upgrade.
The Upgrade panel is displayed. If there were problems with the upgrade, click Next to get information on where the issues have been logged.
When the upgrade has been successfully completed (the text The upgrade completed successfully is displayed in the panel), click Finish.

What to do next

If there are changes needed after the upgrade (for example, port configuration or the location of TLS certificate), then manually edit the server.xml file, located in the directory <Spotfire Server install dir>/tomcat/conf.

See Start Spotfire Server