TIBCO Spotfire® Server and Environment - Installation and Administration

Upgrading Spotfire

Follow these steps to upgrade your Spotfire environment to the new version of Spotfire.

About this task

The Spotfire Server and node manager upgrade tools copy all relevant settings, including configurations and node manager trust, to your new Spotfire environment.
Important: As of Spotfire Server version 10.3.0, server hotfixes can be applied only on the specific service pack version that they were created for. Example: If you currently have version 10.3.1, you can only apply server hotfixes for the 10.3.1 version, such as 10.3.1 HF-001, 10.3.1 HF-002, and so on. If you want a hotfix of a different service pack level, such as 10.3.2 HF-001, you must first make sure to upgrade to that service pack (10.3.2) before applying the hotfix. Client hotfixes have not changed.

Before you begin

Important: Spotfire 10.3 introduced the Data Function Trust security feature. This means that, if you are upgrading from an earlier version than 10.3, you must take additional steps during the upgrade for data functions to continue working as expected. Read about the steps you have to take in this Community article: Script and Data function trust in Spotfire 10.3 and later. Also, other important changes were made in Spotfire 10.3. Read about them in the "New Features" and "Changes in Functionality" sections of the Spotfire Server 10.3 release notes.

Procedure

  1. Stop your Spotfire Servers and node managers. For information on how to stop them, see Start or stop Spotfire Server and Starting or stopping a node manager.
  2. Disable automatic restart of your Spotfire servers and node managers to prevent the old installed services from starting automatically and causing a port conflict with the new installation.
    This step is needed because each installed version has its unique service name (which includes the service type and version number).
  3. Install the new version of Spotfire Server. For instructions and details related to the upgrade, see Installation of Spotfire Server during upgrade.
  4. Upgrade the server by running the server upgrade tool on each server. For more information, see Run the Spotfire Server upgrade tool.
    Note: If your servers are clustered, run the upgrade tool on all servers in the cluster.
  5. Apply to all the Spotfire Servers any available server hotfix that has the same version number as the new server. For more information, see Applying hotfixes to the server during upgrade.
    Important: Do not apply any hotfixes whose three-digit version number is different from the new server's three-digit version number. Apply only the latest hotfix for the version number.
  6. Start the new Spotfire Servers. For information on how to start the Spotfire Server, see Start or stop Spotfire Server.
  7. Deploy the Spotfire client packages (Spotfire.Dxp.sdn) and node manager packages (Spotfire.Dxp.NodeManagerWindows.sdn) to the new Spotfire Server. For more information on how to deploy packages to Spotfire Server, see Deploying client packages to Spotfire Server.
    After the deployment, make sure that the Administrator group has all licenses, including new ones, assigned to it. For a description of the licenses, see the License feature reference.
  8. Upgrade the nodes by installing the new node manager and running the node manager upgrade tool on each node. For more information, see Upgrading nodes.
    Note: When installing the new node managers, specify the same ports that were used by the old node managers.
  9. Start the node managers. For information on how to start the node managers, see Starting or stopping a node manager (as a Windows service).
  10. Update all services on all nodes in your environment. For information on how to update the services, see Updating services.
  11. Optional: Verify or edit changes to service configuration files. Your existing configurations will work in the new version of Spotfire, but some settings have been added or changed and must be updated manually if you do not want to use the default values. For more information, see Upgrading service configurations.