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.

Prerequisites

  • 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.
    To set library permissions, use the tools in Spotfire Analyst.
    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.

For general information, see Scheduled updates to analyses.

Procedure

  1. Log in to Spotfire Server and click Scheduling & Routing.
  2. In the Rules pane, click Create rule.
  3. Under Type, select File, and then click Next.
  4. Enter a name for the rule and select the file that you want to update.
  5. Under Select resource pool, do one of the following:
    • If you do not want to set a specific resource pool on which to open the analysis, leave the System Default routing selected.
    • If you want the analysis to open on a specific resource pool, select it.
      Note: If a scheduled update rule indicates that a file should open on a specific resource pool, this rule overrides any routing rules (for a group or an individual user) that specify a different resource pool for the user who opens the updated file.
  6. Optional: Set a priority. This setting comes into effect if two or more scheduled updates are scheduled to occur at the same time. 0 is the highest priority.
  7. To set a schedule, do one of the following:
    • To update the analysis based on a schedule that has already been created or several schedules, select Use saved schedule and then, in the "Select schedule" dialog, select the schedule or schedules that you want to use.
    • To create a "unique schedule" for this rule (a schedule that will not be available for reuse), select Use custom schedule. For instructions on setting up the schedule, see Creating a reusable schedule.
    Note: Analyses are always updated and loaded at the beginning of each scheduled start time, in addition to the reloads that are set in the Check for updates every field. If a scheduled update is scheduled for 24 hours a day/7 days a week, with Check for updates every set to 0, the analysis is loaded only once, when the rule is initially executed.
  8. If you want the rule to be disabled initially, select the Disable rule check box in the bottom right of the dialog. You can enable the rule later, on the Scheduling & Routing page.
  9. Optional: If you want to do one of the following, click Additional properties:
    • Set the number of Spotfire Web Player instances for this rule.
    • Switch the client update method from automatic to manual.
    • Disallow cached and pre-computed data.
    For details, see Additional settings for scheduled updates.
  10. In the "Create rule" dialog, click Save.
    Note: If you are unable to save the information you entered, and your library files are stored externally on Amazon Web Services S3 (AWS), see Forcing Java to use IPv4.

Result

The rule is displayed in the Rules list.