Creating scheduled updates by using Spotfire Server
Using the Spotfire Server web administration pages, 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
Browse & Access permissions to the
analysis as well as access to any data source, file or object used by the
analysis.
Note: To set library permissions, use the Library Administration tool in Spotfire Analyst. 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
- 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. - Editing scheduled updates
You can edit the rule for a scheduled update at any time. However, if you change the analysis file or the resource pool in a scheduled update rule that is in use, the analysis will be unloaded from all instances and then reloaded with the new settings. - 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. - 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. - Scheduled updates with prompted or personalized information links
Scheduled updates are intended mainly for use with large analyses containing stored or embedded, imported, data tables. Data imported using ordinary information links is often suitable for scheduled updates. However, 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. - 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.
Parent topic: Scheduled updates to analyses
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