Spotfire® Server and Environment - Installation and Administration

Upgrading Spotfire

Follow these steps to upgrade your Spotfire environment to the new version of Spotfire. Note that, in most situations, you will do an upgrade to the latest version (for Innovation releases) or to the latest service pack version (the third version number, for LTS versions) instead of applying any separate hotfixes to the system.

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.

Before you begin

  • Before upgrading, create a working backup of your Spotfire database, and, if you are using external storage of the library content, backup your external system. Note that from version 12.0 and forward, library content is compressed by default. Items that are currently stored in the Spotfire library in an uncompressed format will be compressed in the background over time, unless you change the default settings for library compression.
  • Download the required software from the Spotfire Download site. For details, see Downloading installation software.
  • Review the System Requirements for both the Spotfire Server and the services you intend to use, and make sure your system fulfils the requirements.
  • For an overview of important changes since the earliest in-support LTS version, see Upgrading between Spotfire LTS versions.
Note: Some versions of Spotfire introduce changes that might require preparation before you upgrade. Before you upgrade from a version earlier than the ones listed below, see the following help topics:

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.
    Note: If you run the Spotfire Server as a Windows Service and you have switched to a different Java Development Kit, you must repeat the process described in Switching to another Java Development Kit for the Spotfire Server each time you upgrade.
  5. Start the new Spotfire Servers. For information on how to start the Spotfire Server, see Start or stop Spotfire Server.
  6. Deploy the new Spotfire client packages (Spotfire.Dxp.sdn and/or Spotfire.Dxp.netcore-linux.sdn) to the Spotfire Server. For more information on how to deploy packages, 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.
  7. Upgrade the nodes by deploying new node manager packages (Spotfire.Dxp.NodeManagerWindows.sdn or Spotfire.Dxp.NodeManagerLinux.sdn) to the server. For more information, see Upgrading nodes and services.
    Note: When installing the new node managers, specify the same ports that were used by the old node managers.
  8. Start the node managers. For information on how to start the node managers, see Starting or stopping a node manager (as a Windows service).
  9. Update all services on all nodes in your environment. For information on how to update the services, see Updating services.
  10. 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.