Adding Spotfire Automation Services instances

After installing and trusting a node manager, you can create the Spotfire Automation Services and add the number of instances of this service that you want to make available. Spotfire Automation Services can then be accessed on any computer in the network.

About this task

Note: All users that execute Automation Services jobs on the server, using the Job Builder or the Client Job Sender, must be members of the group Automation Services Users.

Before you begin

You have installed and trusted a node manager. For instructions, see Installing a node manager and Trusting a node.
You have deployed the client packages corresponding to the operating system of your node manager host to Spotfire Server. For instructions, see Deploying client packages to Spotfire Server.
If you are running the Automation Services instance on a Linux host, you have installed the required additional packages as described on Running Web Player or Automation Services on Linux.
Spotfire Server and the node manager are up and running.
You have assigned licenses required by the Automation Services jobs to the automationservices@SPOTFIRESYSTEM user, which is the account used to execute the jobs on the service instance. You have also given the user the appropriate read and write access to the library for the data required by the Automation Services tasks, and the job files.
Note: For a description of the licenses, see the License feature reference.

Note: For production environments, we strongly advise that you deploy each of the different types of Spotfire services on separate, dedicated computers (physical computers, virtual machines, or containers).

If you still decide to deploy different services on the same computer (for example, for testing purposes), you must manage the resource allocation of the processes so they do not conflict with each other.

Procedure

Log in to the Spotfire Server web administration pages and click Nodes & Services.
On the Network page, under Node managers, click the node manager to which you want to add the Spotfire Automation Services service. There should be a green circle with a check mark next to the selected node manager.
In the Services pane (lower-right), click Create new service.
Make your selections in the Create new service dialog:
1. Under Deployment area, select the area you are using.
  
  Note: Administrators generally create a Test deployment area to use as a staging server.
2. Under Capability select Automation Services.
3. Under Configuration, select the service configuration that you want to apply to the service.
  
  Note: Spotfire Server contains a default service configuration that you can replace later. If you want to prepare a configuration file ahead of time, see Preconfiguring Spotfire Automation Services.
4. Enter a Service name.
5. Under Number of instances, enter the number of instances of the service that you want to make available. For more information, see Multiple service instances on one node.
6. Enter an Instances name.
7. Under Port, you can change the default of 9501 if you want to.
Click Create service.
To view the progress of the installation, see the Activity page (under Nodes & Services in the navigation panel to the left).

What to do next

For information on the remaining setup tasks, see Post-installation steps.