Upgrading from Spotfire 7.0 or earlier
To upgrade to the latest version of Spotfire from Spotfire 7.0 or 6.5, perform the upgrade tasks applicable to your system.
There are some fundamental changes in the new architecture that affect how you must set up your system to make it behave as it did in the old architecture. The biggest change is that Spotfire Server now handles all external communication. That means that all web client users connect to Spotfire Server instead of a Spotfire Web Player server, and that Spotfire Automation Services jobs are run on Spotfire Server instead of on a Spotfire Automation Services server.
In the 7.5 and later architecture, Spotfire Web Player and Spotfire Automation Services are installed as services on nodes, and Spotfire Server handles the traffic to all instances of these services. When upgrading, these changes mostly affect how authentication and load balancing are set up, as compared to the old architecture.
It is recommended that you set up a Spotfire staging environment for testing before upgrading. See Setting up the test environment.
- Setting up the test environment
These are the general steps for setting up the Spotfire test environment and running tests. - Upgrading Spotfire Server
To upgrade Spotfire Server, you install the new version of Spotfire Server and any available hotfixes, and then use the Spotfire Server upgrade tool to upgrade relevant settings, including configurations and node manager trust. - Upgrading a cluster of Spotfire Servers
Clustering is disabled by default. Therefore, during the update process, you must enable clustering and reconfigure your cluster-related options. - Upgrading Spotfire Analyst clients
Spotfire Analyst clients are upgraded when users connect to a new Spotfire Server on which the new client packages were deployed. - Upgrading Spotfire Web Player
Upgrade Spotfire Web Player by installing the Web Player service on a node and applying your configurations. - Upgrading Spotfire Automation Services
Upgrade Spotfire Automation Services by installing Automation Services on a node and applying your configurations. - Upgrading authentication method
Spotfire Server is now used for all authentication. - Upgrading load balancing
In the new architecture, you no longer need a load balancer between the Spotfire Server and Spotfire Web Players. - Upgrading analysis links
If you have web links to analyses, these must be updated to work in in the new architecture. - Upgrading Web Services API clients
If you have created clients to the Spotfire Server Web Services API and you plan to activate the CSRF protection that is now available, the clients must be modified to work properly in the new architecture. - Upgrading customizations
If you have any custom extensions, they must be deployed to the Spotfire Server. Some of them must be edited before deployment to work in in the new architecture.