Upgrading Spotfire Automation Services

Upgrade Spotfire Automation Services by installing Automation Services on a node and applying your configurations.

In the new Spotfire architecture, you no longer install a Spotfire Automation Services server. Now all Automation Services jobs are executed on the node where Automation Services is installed as a service. To upgrade, you install Automation Services as a service on a node, apply your configurations, and deploy any extensions.

Prerequisites

You have a new Spotfire Server up and running.

Procedure

  1. Make a copy of your old Spotfire Automation Services server installation directory. Navigate to the <installation directory>\webroot\bin directory. This will contain your Spotfire.Dxp.Automation.Launcher.exe.config file, which contains the configuration of your old Automation Services.
  2. Deploy the Spotfire distribution to the Spotfire Server. For more information, see Deploying client packages to Spotfire Server.
  3. Open a command line as an administrator and export the service configuration files from the Spotfire Server by using the export-service-config command. Specify the Automation Services capability and the deployment area:
    config export-service-config --capability=AUTOMATION_SERVICES --deployment-area=Production
    The configuration files Spotfire.Dxp.Worker.Automation.config, Spotfire.Dxp.Worker.Core.config, Spotfire.Dxp.Worker.Host.exe.config, and Spotfire.Dxp.Worker.Web.config are exported to the <server installation dir>\tomcat\bin\config\root directory.
  4. Edit the configuration files in a text editor or XML editor. Use your old Spotfire.Dxp.Automation.Launcher.exe.config file as a reference to replicate your old configuration.
    For more information on the configuration files, see Service configuration files.
    For information on which service configuration files contain the settings from your old Spotfire.Dxp.Automation.Launcher.exe.config file, see Mapping content of old configuration files to new service configuration files.
  5. On the command line, import the configuration files to the Spotfire Server by using the import-service-config command. Give the configuration a name. Example:
    config import-service-config --config-name=AutomationServicesConfiguration
  6. On the command line, use the set-server-service-config command to assign the created Automation Services configuration to the Spotfire Server to make it available for services:
    config set-server-service-config --capability=AUTOMATION_SERVICES --config-name=AutomationServicesConfiguration
  7. Install Automation Services as a service on a node as described in Installing Spotfire Automation Services instances.
    In the Install new service dialog, select the configuration that you imported.
  8. Use the Administration Manager in Spotfire Analyst to assign 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. For a description of the licenses, see the Administration Manager help.
  9. Make sure that all users who should execute automation services jobs are members of the group Automation Services Users.
  10. Existing scheduled jobs using the Client Job Sender must be updated because the configurations have changed and the Client Job Sender now connects to the Spotfire Server instead of an Automation Services server. For more information, see the Automation Services help.