Creating scheduled updates by using Spotfire Server
In Spotfire Server, you can configure and run automated data updates to existing analysis files. This saves time for end users because they do not have to wait for the new data to download when they open the analysis.
Before you begin
- The analysis file to be updated must be in the Spotfire library.
- The scheduled updates user service account (scheduledupdates@SPOTFIRESYSTEM) must have the following library permissions:
- Browse & Access permissions to the analysis.
- Permissions to access the folder(s) that hold the information link object.
- Permission to access the data source object.
Note: Alternatively, you can use the copy-library-permissions command to copy library permissions from another user or group.
Note: The following tasks are optional, but you may want to complete them before creating the scheduled update:
- If you want this update to run according to a schedule (or several schedules) that you plan to reuse, create the schedules first; for instructions, see Creating schedules.
- If you want the updated file to open on specific instances of the Spotfire Web Player, create a resource pool containing those instances; for instructions, see Creating resource pools.
Important: If you are creating a scheduled update for an analysis that is based on data from a prompted or personalized information link, see
Scheduled updates with prompted or personalized information links.
About this task
For general information, see Scheduled updates to analyses.
Procedure
Results
- Additional settings for scheduled updates
In addition to basic information about the analysis that you want to update and when you want the update to occur, several additional property settings are available in Spotfire Server. - Scheduled updates with prompted or personalized information links
Scheduled updates are intended mainly for use with analyses that were set up using ordinary information links to load data. If you set up scheduled updates for an analysis that is based on data from a prompted or personalized information link, there are special issues to consider. - Editing scheduled updates
You can edit most properties of a scheduled update at any time. To change the analysis file or the resource pool in a scheduled update, however, you must first disable the rule. - Creating schedules
You can create and save schedules that you plan to reuse in scheduled updates to analyses. If a schedule will only be used once, you can set it when you create the update rule. - Manually updating a file outside of its update schedule
If you do not want to wait for a file to be updated according to its schedule, you can trigger an update manually. - Copying routing rules and schedules from one site to another
You can copy all the routing rules and saved schedules from one site in your Spotfire environment to another site in the same environment by using the copy-rules-to-site command. This is helpful when setting up local access points for users who are located in different regions. - Exporting routing rules and schedules for import in a different Spotfire environment
You can export the routing rules and saved schedules, including scheduled Automation Services jobs, from a Spotfire Server to a JSON file. Then, to prepare for a rolling update or to test and validate a new version of Spotfire, you can import the JSON file on a different Spotfire environment. - Importing routing rules and schedules from a different Spotfire environment
After you have exported the routing rules and saved schedules from a Spotfire Server to a JSON file, you can import the JSON file in a different Spotfire environment to prepare for a rolling update, for example, or to test and validate a new version of Spotfire. - Disabling or deleting scheduled updates and routing rules
Disabling a scheduled update or other rule makes the rule inactive until you activate it again. Deleting a rule removes it from the database. - Deleting schedules
Deleting a schedule removes it from the database and cancels any scheduled updates that use the schedule.
Parent topic: Scheduled updates to analyses
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