TIBCO Spotfire® Automation Services Installation and Configuration
Contents
1. username Proxy username for communication between web server and Spotfire Analytics Server password Proxy password for communication between web server and Spotfire Analytics Server certificates Certificates to use when authenticating with Analytics Server useCertificates false Should we use certificates storeName TrustedPeople The store name to get the certificates from AddressBook AuthRoot CertificateAuthority Disallowed My Root TrustedPeople TrustedPublisher storeLocation LocalMachine CurrentUser LocalMachine The location to take the certificates from serialNumber The serial number of the certificate to use gt lt authentication serverUrl http spotserver username password gt Library import conflict mode When a user opens Spotfire Automation Services job builder to configure Import Library Items and selects the option Include permissions the files are moved instead of copied from the source directory The files are moved because you defined the import task to adhere to the conflict resolution mode option keep new and a GUID conflict causes the operation Because the newest file versions are in the target directory the files in the source directory are not retained TIBCO Spotfire Automation Services Installation and Configuration 25 Uninstalling Spotfire Automation Services You uninstall Spotfire Automation Services using the standard Windows tools for2. Right click the bin folder and then click Edit Permissions Select the Security tab and then click Edit Ue coe INE oe In the Permissions for bin dialog add the user name that you designated to run the Spotfire Automation Services application pool if it is not present and under Permissions for Users set the permission to allow Full control What to do next If you entered a user name and password when you installed Spotfire Automation Services you must also remove these from the configuration file Removing credentials from the Spotfire Automation Services configuration file After setting the Spotfire Automation Services web service user and assigning file permissions you must remove from the configuration file any credentials that you set during installation Perform this task using a text editor on the Windows Server where Spotfire Automation Services is installed Prerequisites You must have administrative acccess to the Windows Server and have set file permissions for the Spotfire Automation Services web services user See Setting file permisions to the Spotfire Automation Services installation folder Procedure 1 Using a text editor browse to and open the file lt installation directory gt webroot bin Spotfire Dxp Automation Launcher exe config where lt installation directory gt is the installation directory for Spotfire Automation Services 2 Inthe section labelled authentication remove the values for use
3. 11 Client Job Sender TIBCO Spotfire Automation Services includes the Client Job Sender tool that you can use to automate jobs that are created by the job builder The Client Job Sender tool and associated configuration file can be installed on any computer with HTTP or HTTPS if configured connectivity to the Spotfire Automation Services web server Make sure that both files are in the same directory Client Job Sender File name Executable Spotfire Dxp Automation ClientJobSender exe Configuration file Spotfire Dxp Automation ClientJobSender exe config The Spotfire Automation Services Client Job Sender returns a code reporting if a job succeeded or failed If the job failed the return code also returns a message indicating how it failed The return values are stored in the ERRORLEVEL environment variable The valid return codes are as follows Return olo value Return code Message 0 Success The job succeeded 1 CommandLineParameterError An incorrect command line parameter was supplied 2 ServerExecutionError The job failed on the server ClientExecutionError The client failed to send the job to the server For information about how to use the Client Job Sender see the TIBCO Spotfire Automation Services User s Manual TIBCO Spotfire Automation Services Installation and Configuration 12 Configure Spotfire Automation Services You can adjust Spotfire Automation Services default settings to impr
4. gt lt certificates useCertificates true storeName MyStore storeLocation LocalMachine serialNumber 00AABB11CCDD2233DD gt lt authentication gt lt Spotfire Dxp Automation gt TIBCO Spotfire Automation Services Installation and Configuration 17 Control embedding behavior of data function based data sources You can use Spotfire Automation Services jobs to save analyses containing data function based data sources for example all on demand data tables However these data sources are not loaded automatically by default but must be manually refreshed You can set Spotfire Automation Services to control this behavior Modifying the force update behavior for embedded data You can control the force update behavior by modifying the configuration file in Spotfire Automation Services Perform these tasks using a text editor on the computer where Spotfire Automation Services is installed Prerequisites You must have administrative access to the web service on the Windows server Procedure 1 Using a text editor browse to and open the file lt installation directory gt webroot bin Spotfire Dxp Automation Launcher exe config where lt installation directory gt is the installation directory for Spotfire Automation Services 2 Find the entry saveAnalysis and set the force update behavior to either true or false lt saveAnalysis forceUpdateBehaviorManualWhenEmbeddingData false gt 3 Save the changes in Spot fir
5. 4 Return to the module directory in the Spotfire Professional installation as described in Step 1 and using a text editor open the file module xml 5 Inthe extension s file that is named module xm1 find the section that is named lt extensions gt and copy it to your clipboard Copy the entire section including the XML tags lt extensions gt and lt extensions gt 6 Return to the Spotfire Automation Services directory webroot bin and then find and open in your text editor the file AddIn xml 7 Inthe file AddIn xm1 find the section that is named lt AddInRegistry gt and paste the lt extensions gt section you copied into this section The files module xm1 in Spotfire Professional and Addins xm1 contain different letter cases You must replace all occurrences of addIn fullTypeName with AddIn FullTypeName 8 Save the changes to AddIn xml TIBCO Spotfire Automation Services Installation and Configuration 21 Verifying the job builder license Before users can use the Spotfire Automation Services job builder an administrator must grant them a license in Spotfire Perform this task from a Windows computer running Spotfire For more information about assigning licenses see the TIBCO Spotfire Deployment and Administration Manual Prerequisites You must have administrative access to Spotfire Server Procedure 1 Start Spotfire logging in with a user account that has administrator user rights a If pro
6. Perform this task on the Windows Server where Spotfire Server is installed Prerequisites You must have administrative access to the server Procedure 1 Browse to the directory lt installation dir gt webroot where lt installation dir gt is the installation directory for Spotfire Automation Services 2 Run the tool Spotfire Dxp Automation Launcher exe appending the argument encryptSection followed by the name of the section For example to encrypt the section containing login information that is used to authenticate with Spotfire Server type the following Spotfire Dxp Automation Launcher exe encryptSection Spotfire Dxp Automation authentication To encrypt the section containing login information for an SMTP server type the following Spotfire Dxp Automation Launcher exe encryptSection spotfire dxp automation tasks smtp Examples To decrypt an encrypted section use the decryptSection argument followed by the name of the section Spotfire Dxp Automation Launcher exe decryptSection Spotfire Dxp Automation authentication Spotfire Dxp Automation Launcher exe decryptSection spotfire dxp automation tasks smtp TIBCO Spotfire Automation Services Installation and Configuration 13 Configuring web service authentication By default any user who accesses the Spotfire Automation Services web service with a web browser can run the web service However for security reasons you can configure the web
7. click Allow active scripting and click Edit 4 Inthe Allow active scripting dialog click Enabled 5 Inthe Options area select Enable from the list What to do next If you complete this procedure after you install and configure IIS you must restart IIS for the changes to take effect TIBCO Spotfire Automation Services Installation and Configuration 10 Disabling antivirus and malware scanning software For performance reasons we recommend that you disable the on access scanning for these types of software packages for folders that are used by Spotfire Automation Services You should disable on access scanning of files in the Spotfire Automation Services webroot directory and all its sub directories When certain antivirus and malware scanning software packages perform an on access scan they modify the files or the attributes of the files that they scan which results in IIS triggering a restart of the web application When the web application restarts clients can no longer receive the status of the jobs that are executing and then reports them as failed or not loaded Prerequisites You must have administrative access to Spotfire Automation Services on the server Procedure e Exclude the following directories from on access scans e lt Program Files gt TIBCO Automation Services e C Windows Microsoft NET Framework64 v4 0 30319 Temporary ASP NET Files TIBCO Spotfire Automation Services Installation and Configuration
8. service to allow only a limited number of users to access Spotfire Automation Services You can configure web service authentication in two steps 1 Disable Anonymous Authentication 2 Enable Windows Authentication to the Automation Services Web Service using Internet Information Services Manager Perform this task on the Windows Server where Spotfire Automation Services is installed Prerequisites You must have administrative access to the web service Procedure 1 From the Start menu click Administrative Tools gt Internet Information Services IIS Manager 2 From the Console Tree select the SpotfireAutomation application 3 Inthe IIS area double click Authentication 4 Set the status of Anonymous Authentication to Disabled and then set the status of Windows Authentication to Enabled What to do next You must configure Spotfire Automation Services to grant access to certain users Granting access to certain users As part of the task of configuring authentication for Spotfire Automation Services you must grant access to certain users Perform this task on the Windows Server where Spotfire Server and Spotfire Automation Services are installed Prerequisites You must have administrative access to the server Procedure 1 Browse to the directory lt installation dir gt webroot where lt installation dir gt is the installation directory for Spotfire Automation Services 2 Open the web configuration file We
9. setup exe and complete the wizard steps Wizard page Description and Action Welcome Click Next to begin the wizard License Agreement Accept the terms to continue Destination Folder Specify the installation path IIS Web Application Settings Specify the name for the Spotfire Automation Services Application and the IIS port Configuration for TIBCO Specify the URL to a Spotfire Server and credentials that have Spotfire Server permission to access the Spotfire Server If you are using Integrated Windows authentication leave user name and password blank Configuration for Mail Specify a valid SMTP host and a From email address that Spotfire Automation Services can use to send emails These settings are required by the Send Mail functionality After installation you can modify these 2D settings in the configuration file lt installation directory gt webroot bin Spotfire Dxp Automation Launcher exe config 3 After you run the installer in the Install Complete page you can open the installer log file or click Finish If the installation does not succeed review the installer log file A common cause of installation failure is that the target computer does not meet the system requirements Installing hotfixes After you finish installing Spotfire Automation Services and before you continue to configure it check to see if any hotfixes have been released for the version of Spotfire Server If hotfixes are available install t
10. uninstalling software Perform this task on the Windows Server where Spotfire Automation Services is installed Procedure 1 Open the Control Panel and click Program and Features 2 Find and double click the entry TIBCO Spotfire Automation Services Spotfire Automation Services is removed from the server and the added Internet Information Services configuration is removed Some files might remain in the installation folder after uninstallation is complete 3 Open the folder lt installation directory gt and delete any remaining files TIBCO Spotfire Automation Services Installation and Configuration
11. CO Software Inc Confidential Information TIBCO Spotfire Automation Services Installation and Configuration Contents TIBCO Spotfire Automation Services Documentation and Support Service cece eens 4 PRCKEQUISHES c55 ccccs cnet bdadetaaad An ered een et Reese Meas PRE RERRE ERM RR REDS ERE es REese OR ee RRR OE 5 Allowing ASP NET 4 030319 in Internet information Services oi ccccciccnccieencareeeeiereceneereneereewennaenann an 5 Installing the Automation Services web service ccc cece eect eect eee e eee e eee eeeeeeenes 7 STAIN Mae ie aE PEENE AAEN NE MR A ASETTA E TE EENI Les eRe A EAE EET 7 Enabling active Scripting serer rtsrrrpa inaa pRa n Rr E E E ra R RRD 9 Disabling antivirus and malware scanning software 0 ccc cece cece cence eee e cent ee eeeees 10 Client Job S ndef 5 5 scisccccsesccvassidaseaasvsdaseaes EEIE REE EARE OET ERN EERROR EEA EER 11 Configure Spotfire Automation Services ussssssssnsnsnsesesesssssseseooseseseseseseseeso 12 Encrypt traffic between Spotfire clients and Spotfire Automation Services 00 cece cece cece cence ence cence ences 12 Encrypting sections of the automation launcher configuration file 0 2 cece eee eee eee reece eee eee eenes 12 Coniounng WED serice MENCION ier oscunceecuy eee Een EAEE EEA ENE EEEN AEAEE EERDE EEEREN Ta Ganmo SECESS to cerai USES crc ni nvhcnadscdseabicnaeesaperbharenieenre bidxasnnaeee iee a e aara 13 Authentic
12. Spotfire Dxp Automation Launcher exe config next to the new version so that you can copy the necessary settings from the old file to the new file TIBCO Spotfire Automation Services Installation and Configuration 20 Deploying extensions If you create an extension you must deploy it to TIBCO Spotfire Automation Services to enable it to run Perform this task on a Windows Server that has TIBCO Spotfire Professional client Spotfire Server and Spotfire Automation Services installed Prerequisites You must have a working extension in your Spotfire Professional client You must have administrative access to Spotfire Automation Services on the Windows Server Procedure 1 Inthe Spotfire Professional installation locate the directory lt installation location gt Modules lt module gt where lt installation location gt is the path including the version number and lt module gt is the directory for the extension you want to copy For example c Program Files x86 TIBCO Spotfire 7 0 0 Modules MyExtension_1 0 0 D By default in the Windows user interface the folder Modules is hidden If you do not see this folder set your Windows options to view hidden folders 2 Inthe extension directory copy to your clipboard all files that are needed to run the extension except the file modules xml 3 In the Spotfire Automation Services installation find the directory webroot bin and paste the copied extension files there
13. TIBCO Spotfire Automation Services Installation and Configuration Software Release 7 0 February 2015 Updated March 2015 P TM Two Second Advantage R A Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY OR PROVIDE LIMITED ADD ON FUNCTIONALITY OF THE LICENSED TIBCO SOFTWARE THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT OR IF THERE IS NO SUCH SEPARATE AGREEMENT THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE AND WHICH IS DUPLICATED IN THE LICENSE FILE OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT THE LICENSE S LOCATED IN THE LICENSE FILE S OF THE SOFTWARE USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME This document contains confidential information that is subject to U S and international copyright laws and treaties No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc TIBCO Two Secon
14. ain asp Procedure 1 From the Start menu click Administrative Tools gt Internet Information Services IIS Manager 2 Inthe Console Tree select the server 3 Inthe IIS area of the IIS Manager main window double click ISAPI and CGI Restrictions The ISAPI and CGI Restrictions pane is displayed 4 Ensure that ASP NET 4 0 30319 appears in the list and its restriction is set to Allowed If you are running Windows Server 2008 R2 and if ASP NET 4 0 30319 is not present open D a command prompt and at the prompt run the following command C Windows Microsoft NET Framework64 v4 0 30319 aspnet_regiis exe i and then return to Step 1 TIBCO Spotfire Automation Services Installation and Configuration Be sure that you use the correct versions of each application Newer versions if available might not work as expected TIBCO Spotfire Automation Services Installation and Configuration Installing the Automation Services web service After you have met the prerequisites for installing TIBCO Spotfire Automation Services run its installer Perform this task on the computer running a supported version of Windows Server where you have installed the prerequisite software and tools Prerequisites See Prerequisites for the complete list Procedure 1 Create a temporary directory on the server and in this directory copy all files that are in the Automation Services installer kit 2 From the temporary directory run
15. ation to Spotfire Server with Integrated Windows Authentication 0 cece eee eee eee eee en en ee eens 14 Setting the Spotfire Automation Services web Service USEF 6 cece cece nce e ence eee e cence enenennenes 14 Setting file permisions to the Spotfire Automation Services installation folder 0c cece cece cence ence eee 14 Removing credentials from the Spotfire Automation Services configuration file 00 cece cece ereere eenn 15 Authentication to Spotfire Server with client certificates 0 ccc cece cece cence eee ee ee nee e nee ee en enennnes 15 iat LONG A Gent TENTS ice eie en inca dae ESAT EEEE sai SUR Se Rell chen RUN Ria MARU Ag RRND Roe sual sin RR Ana ae 15 Configuring Spotfire Automation Services to use a client certificate 0 ccc cece cence ence ee ree 16 Control embedding behavior of data function based data sources cece cece cece cece eee n ee ee een eneeeeeenes ly Modifying the force update behavior for embedded data cece eee eee eee eee e eee eee en een eeeee 17 Modifying the force update setting for a specific TIBCO Spotfire Professional installation ee ee eee I7 Upgrading Spotfire Automation Services web Service 0 cece cece cee e eee e eee te eee eeeees 19 BDEDIOVINE PXICNSIGNS eers cocie cies eee keneee aes bie de these bi ek ob bedetereeeane a bie 20 Veritying the job Dulider ICONS srs ccees cccek bbed st kee
16. b config 3 Inthe lt system web gt element add the following text lt identity impersonate false gt lt authentication mode Windows gt lt authorization gt lt allow users domain userl1 gt lt allow users domain user2 gt lt deny users gt lt authorization gt 4 Replace the listings for domain user1 and domain user2 and so on with the domain and users that are applicable in your organization TIBCO Spotfire Automation Services Installation and Configuration 14 You can add as many users as needed Example of allowing one user The following example allows one user in the domain serenity lt identity impersonate false gt lt authentication mode Windows gt lt authorization gt lt allow users serenity malcolm gt lt deny users gt lt authorization gt Authentication to Spotfire Server with Integrated Windows Authentication If your Spotfire Server is configured to use Integrated Windows Authentication you must configure the Spotfire Automation Services web service to run as a user with login and library permissions to the Spotfire Server Setting the Spotfire Automation Services web service user If Spotfire Automation Services is running Integrated Windows Authentication you must add a web service user in Internet Information Services Perform this task in Internet Information Services Manager on the Windows Server where Spotfire Automation Services is install
17. d Advantage TIBCO Spotfire and TIBCO Enterprise Runtime for R are either registered trademarks or trademarks of TIBCO Software Inc in the United States and or other countries All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS HOWEVER NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME SEE THE README FILE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NON INFRINGEMENT THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT TIBCO SOFTWARE INC MAY MAKE IMPROVEMENTS AND OR CHANGES IN THE PRODUCT S AND OR THE PROGRAM S DESCRIBED IN THIS DOCUMENT AT ANY TIME THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND OR QUALIFIED DIRECTLY OR INDIRECTLY BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND READ ME FILES Copyright 2006 2015 TIBCO Software Inc ALL RIGHTS RESERVED TIB
18. e Dxp Automation Launcher exe config 4 Restart the Spotfire Automation Services application pool Modifying the force update setting for a specific TIBCO Spotfire Professional installation If you want to test jobs by executing them locally you can modify this setting on your own TIBCO Spotfire Professional computer using these steps Perform these tasks on the computer where Spotfire Professional is installed Prerequisites Because the directory C Program Files x86 TIBCO Spotfire 7 0 0 Modules is hidden by default you must set your Windows Explorer options to show hidden files and folders Procedure 1 Open the Forms file C Program Files x86 TIBCO Spotfire 7 0 0 Modules Spotfire Dxp Main d1ll config For example C Program Files x86 TIBCO Spotfire 7 0 0 Modules Spotfire DXP Forms_9 14 5830 4061 2 Find the node lt configuration gt lt configSections gt and add the following lt sectionGroup name spotfire dxp automation tasks gt lt section name saveAnalysis type Spotfire Dxp Automation Tasks SaveAnalysisSettings Spotfire Dxp Automation Tasks Version 3 0 2736 26364 Culture neutral PublicKeyToken 789861576bd64dc5 TIBCO Spotfire Automation Services Installation and Configuration 18 requirePermission false gt lt sectionGroup gt Anywhere inside the topmost lt configuration gt node add the following lt spotfire dxp automation tasks gt lt saveAnalysis forceUpdateBehaviorMa
19. ed Prerequisites You must have administrative access to the web service Procedure 1 From the Start menu click Administrative Tools gt Internet Information Services IIS Manager 2 From the Console Tree select Application Pools 3 Inthe Application Pools pane right click the TIBCO Spotfire Automation Services Application Pool click Advanced Settings and then edit the Identity field 4 Change the identity to a domain user that has login and library permissions to the Spotfire Server What to do next Spotfire Automation Services Web Service is running as a non standard user You must also set user access to full control over files in the Spotfire Automation Services installation folder Setting file permisions to the Spotfire Automation Services installation folder After setting the Spotfire Automation Services web service user be sure that the specified user has the required file permissions Perform this task in Internet Information Services Manager on the Windows Server where Spotfire Automation Services is installed Prerequisites You must set the Spotfire Automation Services web service user See Setting the Spotfire Automation Services web service user TIBCO Spotfire Automation Services Installation and Configuration 15 Procedure From the Start menu click Administrative Tools gt Internet Information Services IIS Manager From the Console Tree expand the Spotfire Automation Services Web Application
20. for the Local computer Install the certificate in the Personal container Dae oN In the Microsoft Management Console right click the installed certificate and then click All Tasks Manage Private Keys 7 Grant the user NETWORK SERVICE access rights to the certificate What to do next After installing the certificate and granting the user access rights you must configure Spotfire Automation Services to use the client certificate Configuring Spotfire Automation Services to use a client certificate After you install the client certificate you must configure Spotfire Automation Services to use the certificate Perform this task using a text editor on the Windows Server where Spotfire Automation Services is installed Prerequisites You must have administrative access to the web service Procedure 1 Using a text editor browse to and open the file lt installation directory gt webroot bin Spotfire Dxp Automation Launcher exe config where lt installation directory gt is the installation directory for Spotfire Automation Services 2 Inthe section labelled certificate if the section is commented out remove the comment markers 3 SetuseCertificates to true and then set storeName storeLocation and serialNumber to match the installed certificate Example lt Spotfire Dxp Automation gt lt authentication serverUrl https spotfireserver yourorganization com gt lt lt proxy username password _ gt
21. hem Perform this task from the Windows server where you installed Spotfire Server and Spotfire Automation Services TIBCO Spotfire Automation Services Installation and Configuration Prerequisites You have installed but you have not yet configured Spotfire Automation Services Procedure 1 Open a web browser and browse to the TIBCO Spotfire Product Hotfixes web site http support spotfire com patches asp 2 Download the hotfixes that are available and follow the installation instructions that are included with each hotfix package Always make sure that you have installed the latest hotfixes before troubleshooting or reporting any problems to TIBCO Support TIBCO Spotfire Automation Services Installation and Configuration Enabling active scripting For the Spotfire Automation Services export tasks to work properly with Text Areas you must enable active scripting on the server running Spotfire Automation Services Perform this task in the Spotfire Automation Services installation on the Windows Server Prerequisites You must have administrative access to Spotfire Automation Services on the Windows Server Procedure 1 From the Windows Server Start menu open the Local Group Policy Editor gpedit msc 2 Under Local Computer Policy expand Computer Configuration gt Administrative Templates gt Windows Components gt Internet Explorer gt Internet Control Panel gt Security Page gt Internet Zone 3 Right
22. jobs using Spotfire Automation Services you must review the file lt installation directory gt LogFiles Spotfire Dxp Automation 1og directory to discover the problem Configuring Spotfire Automation Services to write to the log file is a required step for such troubleshooting All configurations for Spotfire Automation Services including the log file configuration are performed in the file lt installation directory gt webroot bin Spotfire Dxp Automation Launcher exe config Prerequisites You must have administrative access to the web service Procedure 1 Using a text editor open the file lt installation directory gt webroot bin Spotfire Dxp Automation Launcher exe config 2 Update the sections of the configuration file to contain the correct URL for the Spotfire Server the host name of the SMTP server or other settings to correctly reflect the service TIBCO Spotfire Automation Services Installation and Configuration 24 Configuration file extract lt If username and password are empty or doesn t exist then we login using the current Windows account using Windows Authentication serverUrl Required The url to the Spotfire Analytics Server http s lt server gt port username The spotfire user to authenticate with password The password to authenticate with proxy you need to set the system net defaultProxy proxy proxyaddress to use it if you run under a system account from web sites etc
23. mpted download all updates from the Spotfire Server Spotfire restarts after the update is downloaded and installed 2 From the Spotfire menu click Tools gt Administration Manager and then select the tab Groups and Licenses 3 Inthe Available groups list select a group 4 Click the Licenses tab 5 Expand the TIBCO Spotfire Extensions license entry The list of extensions appears This list includes Automation Services Job Builder Tool 6 Ensure that licenses for both Addess to Extensions and Automation Services Job Builder Tool are selected indicated by a green check mark a If either or both are not selected click Edit b In the Licenses for group dialog expand the TIBCO Spotfire Extensions license entry c Select the check boxes for Access to Extensions and Automation Services Job Builder Tool and then click OK 7 Repeat Step 3 through Step 6 for each group of users that should be permtted to use Automation Services TIBCO Spotfire Automation Services Installation and Configuration 22 Deploying the Automation Services job builder If your server users require the Automation Services job builder functionality you must deploy it to the Spotfire Server Perform this task on a Windows computer that has TIBCO Spotfire installed Prerequisites You must have administrative access to Spotfire Server Procedure 1 From a web browser open the Spotfire Server Administration Console located at http spotse
24. nualWhenEmbeddingData false gt lt spotfire dxp automation tasks gt Restart Spotfire Professional to use the new settings TIBCO Spotfire Automation Services Installation and Configuration 19 Upgrading Spotfire Automation Services web service To install an upgrade to your installation of Spotfire Automation Services you must complete upgrading tasks for the web service the job builder and the command line client Perform this task on the Windows Server where Spotfire Automation Services is installed During the installation the following upgrades are applied e Job Builder e Command line client Prerequisites You must have administrative access to the Windows Server Procedure 1 On the Windows Server browse to the directory lt installation directory gt webroot bin 2 Make a copy of the file Spotfire Dxp Automation Launcher exe config amp Use this copy of the file to refer to as you are configuring the new version of the configuration file 3 Make copies of any deployed custom extensions and the file Addins xml 4 Uninstall the previous Spotfire Automation Services web service 5 Install the new version of Spotfire Automation Services web service by running setup exe on the computer that hosts the web server Follow the instructions in the installation wizard 6 Configure the new installation of Spotfire Automation Services providing required encryption and authentication N View the old
25. ove security and to access a Spotfire Server that has certain authentication features configured Additionally you can configure Spotfire Automation Services to control automatic and manual updates Encrypt traffic between Spotfire clients and Spotfire Automation Services You can configure Spotfire Automation Services to encrypt traffic between it and its Spotfire clients By default the Spotfire Automation Services web service is configured to use the non encrypted HTTP protocol for communication between clients web browsers and the web service If you want to encrypt traffic between clients and Spotfire Automation Services you can enable an SSL binding on the IIS web site in which the Spotfire Automation Services web service is configured However if you do this you must ensure that the SSL certificate that is used to encrypt the traffic or its certification authority is trusted by the clients If the SSL certificate is not trusted by the clients the Spotfire Automation Services web service will not function For more information about how to enable SSL in Internet Information Services and how to make clients trust SSL certificates see the Microsoft Internet Information Services documentation Encrypting sections of the automation launcher configuration file If you added authentication information to Spotfire Server or to an SMTP server in the file Spotfire Dxp Automation Launcher exe config you can encrypt this section of the file
26. r eee ke here Ede eRSE ee RES be R Er REESE SRRE SE ROS 21 Deploying the Automation Services job builder 0 ccc cece cece eee e eee t eee e eee 22 Troubleshoot Spotfire Automation Services 0 ccc ccc eee eect ence eet eee ee eennees 23 Contiguning the Avigmation Servicos NGG Tes iis ose ck darken dos sak danrehioeichdenGheden neh daedke eae k ekee ih 23 Library import COMIC WES ss sc0cs54esb on seeresionk poeta dadbes Ieee Iesh ge OS iedeen a aa o a 24 Uninstalling Spotfire Automation Services cece ccc cece cece cence eee eee eeeneeaaes 25 TIBCO Spotfire Automation Services Installation and Configuration TIBCO Spotfire Automation Services Documentation and Support Service All TIBCO documentation is available on the TIBCO Documentation site which can be found here https docs tibco com Product Specific Documentation The following documents for this product can be found in the TIBCO Documentation Library for TIBCO Spotfire Automation Services e TIBCO Spotfire Automation Services User s Manual e TIBCO Spotfire Automation Services Installation and Configuration Manual e TIBCO Spotfire Automation Services License Agreement Product System Requirements For a list of system requirements for this product and other TIBCO Spotfire products visit this site http support spotfire com sr_spotfire_main asp How to Contact TIBCO Support For comments or problems with this manual or the sof
27. rname and password Leave the serverUr1 entry as is When you finish editing this line it should be similar to the following lt authentication serverUrl http spotfireserver username password gt Authentication to Spotfire Server with client certificates If your Spotfire Server is set up to use client certificates you must install the certificate used for authentication on the Spotfire Automation Services server and configure Spotfire Automation Services to use it when authenticating to the Spotfire Server Then you must configure the access rights to the certificate so that the network service account has access See the TIBCO Spotfire Server Installation and Configuration Manual for more information about client certificates Installing a client certificate The first step of using Spotfire Automation Services with client certificates is installing the client certificate Perform this task on the Windows Server where Spotfire Automation Services is installed TIBCO Spotfire Automation Services Installation and Configuration 16 Prerequisites You must have administrative access to the web service and you must have access to the certificate that you want to install Procedure 1 From the Windows Start menu in the search box type MMC The Microsoft Managment Console starts Click File gt Add Remove Snap in From the list select Certificates and then click Add Select the option to manage certificates
28. rver 2008 R2 2012 or 2012 R2 e Install and configure Microsoft NET Framework version 4 5 or later We recommend that you install Microsoft INET Framework 4 5 2 or later Make sure to upgrade to the latest version of Microsoft NET Framework 4 5 e Set ASP NET 4 030319 to Allowed on IIS e For Windows Server 2012 and 2012 R2 enable Microsoft NET Framework 3 5 See Microsoft NET Framework 3 5 Deployment Considerations at https technet microsoft com en us library dn482066 aspx and Enable NET Framework 3 5 by using the Add Roles and Features Wizard at https technet microsoft com en us library dn482071 aspx for more information e Install Java on the server running the jobs The Remap Information Services Catalogs and Schemas task require Java D For more information about installing or configuring IIS or IIS add ons see the documentation for 3 those programs or visit the Microsoft support web site Allowing ASP NET 4 030319 in Internet Information Services Before you install Spotfire Automation Services you must configure IIS to allow ASP NET 4 030319 Perform this task on the computer running a supported version of Windows Server where you plan to install Spotfire Automation Services Prerequisites Microsoft IIS is installed and you have administrative access to its configuration You have reviewed and met the requirements listed on the TIBCO Spotfire System Requirements web page http support spotfire com sr_spotfire_m
29. rver spotfire administration where spotserver is the name of the Spotfire Server 2 Log in to the Spotfire Server as a Spotfire administrator 3 Select the Deployment tab and then from the View list select a deployment area that contains a valid Spotfire deployment Click Add amp You must select a deployment area that contains SpotfireDXP sdn 4 Inthe Add to Deployment dialog click Browse 5 Inthe File Upload dialog find and select the package file AutomationServices spk 6 Inthe Add to Deployment dialog click OK The file is uploaded and added to the distrubtion and the list of packages is updated with the contents of the file 7 Click Validate to ensure that the deployment has been completed successfully and is valid 8 Click Save to save and publish the deployment a In the Save Deployment dialog type a version number and description for the deployment and then click OK 9 Restart Spotfire and log in as usual The Spotfire client downloads the new client package TIBCO Spotfire Automation Services Installation and Configuration 23 Troubleshoot Spotfire Automation Services If Spotfire Automation Services is not configured correctly users cannot run jobs on the server In this case Spotfire Automation Services displays an error message that directs the user to contact the Spotfire administrator Configuring the Automation Services log file If users see an error message when they try to run
30. tware it addresses contact TIBCO Support as follows e For an overview of TIBCO Support and information about getting started with TIBCO Support visit this site http www tibco com services support e Ifyou already have a valid maintenance or support contract visit this site https support tibco com Entry to this site requires a user name and password If you do not have a user name you can request one How to Join TIBCOmmunity TIBCOmmunity is an online destination for TIBCO customers partners and resident experts It is a place to share and access the collective experience of the TIBCO community TIBCOmmunity offers forums blogs and access to a variety of resources To register go to https www tibcommunity com TIBCO Spotfire Automation Services Installation and Configuration Prerequisites Before you install TIBCO Spotfire Automation Services web service you must meet the system requirements and you must install and configure additional software on the server You must also understand Microsoft Internet Information Services IIS installation and administration and that of additional add ons The version of the Automation Services package that you deploy to your environment must match the version of the TIBCO Spotfire Server and client that users use to access the server Before you install the Automation Services web service complete the following prerequisite steps e Install and configure Windows Se
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