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.
Download the required software from the TIBCO eDelivery website. For details, see Downloading installation software.
For an overview of important changes since the earliest in-support LTS version, see Upgrading between Spotfire LTS versions.

Important: Upgrading to Spotfire 14.0 and later

In Spotfire Server version 14.0, the previously included TIBCO-branded DataDirect JDBC drivers were removed. If you use any of those drivers for connectivity in your environment, you must switch to other JDBC drivers. Before you upgrade, read the following:

Migrating from TIBCO-branded DataDirect JDBC drivers

Important: Upgrading to Spotfire 12.5 and later

In Spotfire Server version 12.5, support for saving items as favorites in the library was introduced. Due to this change, the Spotfire database now needs to use triggers to store the favorites. If you are upgrading a Spotfire Server using Oracle as the Spotfire database, you must manually add another grant to the spotfire database user before upgrading to version 12.5 or later (from a version before 12.5). Read the following topic before you upgrade:

Upgrading to 12.5 and later: Granting the privilege to use triggers for Spotfire databases on Oracle

Important: Upgrading to Spotfire 12.3 and later

In Spotfire version 12.3, the included Microsoft JDBC Driver for SQL Server was upgraded to a version with important changes to the default settings for encryption. If you upgrade Spotfire from a version earlier than 12.3, and you use the Microsoft JDBC Driver for SQL Server in your environment (to connect to the Spotfire database, the action logging database, Information Services data sources, or the default join database), read the following topic before you upgrade Spotfire:

Upgrading to 12.3 and later: Fixing Microsoft SQL Server JDBC driver-related issues

Procedure

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.
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).

For instructions on Windows, see Preventing Spotfire Servers and node managers from starting automatically.
Install the new version of Spotfire Server. For instructions and details related to the upgrade, see Installation of Spotfire Server during upgrade.
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.
Start the new Spotfire Servers. For information on how to start the Spotfire Server, see Start or stop Spotfire Server.
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.
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.
Start the node managers. For information on how to start the node managers, see Starting or stopping a node manager (as a Windows service).
Update all services on all nodes in your environment. For information on how to update the services, see Updating services.
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.