TIBCO Spotfire Automation Services 5.0.1
Contents
1. is configured in If you do this however you must ensure that the SSL certificate used to encrypt the traffic or its certification authority is trusted by the clients Important If the SSL certificate is not trusted by the clients the 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 refer to the documentation for Internet Information Services Setting Up Authentication By default any user accessing the Automation Services Web Service with a web browser is able to run the web service For security reasons however you may want to allow for only a limited number of users to access Automation Services This is done in two steps First you must disable Anonymous Authentication and enable Windows Authentication to the Automation Services Web Service using Internet Information Services Manager To Set Up Web Service Authentication Open the Internet Information Services Manager and find the Authentication settings Select the SpotfireAutomation Application and double click the Authentication icon Disable Anonymous Authentication and enable Windows Authentication Next you must configure Automation Services to grant access to certain users 10 17 TIBCO Spotfire Automation Services 5 0 1 Configuring Automation Services gt To grant access to certain users 1 Open the Automation Services web co2. vo Everyone If not click the Edit button Response The Licenses for group dialog is displayed Click on the sign to expand the TIBCO Spotfire Extensions license Select the check boxes for both Access to Extensions and the Automation Services Job Builder Tool Click OK Repeat steps 6 through 13 for every group of users permitted to use Automation Services When you have verified the licenses for all the groups close the Administration Manager For more information on using the Groups and Licenses tab please refer to TIBCO Spotfire Deployment and Administration Manual You can also read more about how to use the Administration Manager in its online help Making the User s Manual Available to Users In order for the end users to get access to the Automation Services User s Manual when they select Help gt PDF Manuals from the TIBCO Spotfire client you must copy it to the Spotfire Server and rename it To copy the Automation Services Manual From the folder where the PDF manuals are located copy TIB_AutomationServices_5 0 1_UserManual pdf Paste it into the following folder on the TIBCO Spotfire Server machine lt installation directory gt tomcat webapps spotfire support manuals Rename the file by changing the prefix to TIB_SpotClient_ The PDF manual should have the name TIB_SpotClient_AutomationServices_5 0 1_UserManual pdf Note In a cluster of more than one Spotfire Server the PDF manual mu
3. B11CCDD2233DD gt lt authentication gt lt Spotfire Dxp Automation gt 2 5 Controlling the Embedding Behavior of Data Function Based Data Sources e g On Demand Data Tables When using Automation Services jobs to save analyses containing data function based data sources for example all on demand data tables which are configured to Load automatically these data sources are not loaded automatically by default but have to be refreshed manually Use the settings below to control that behavior gt To modify the force update behavior for embedded data 1 Open the configuration file lt installation dir gt webroot bin Spotfire Dxp Automation Launcher exe config in a text xml editor 2 Locate the following line and toggle the force update behavior between true and false lt saveAnalysis forceUpdateBehaviorManualWhenEmbeddingData false gt 3 Save the changes in Spotfire Dxp Automation Launcher exe config and restart the Automation Services application pool for the changes to take effect gt To modify the force update setting on 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 machine using the steps below 1 On the machine where TIBCO Spotfire Professional is installed locate Spotfire Dxp Main dll config in the Spotfire Forms Modules folder example path C Program Files x86 TIBCO S potfir
4. BCO Spotfire Automation Services 5 0 1 Installing Automation Services Note If ASP NET 4 0 30319 is not present on Windows Server 2008 or 2008 R2 open the command line and run the following command C Windows Microsoft NET Framework64 v4 0 30319 aspnet_regiis exe i and return to step 1 Note Make sure to use the correct versions of each application Newer versions if available will not necessarily work For comprehensive system requirements refer to the web page http support spotfire com sr asp You should always check here for updated information before you install 1 3 Running the Automation Services Web Service Installer gt To Install the Automation Services Web Service 1 Copy all files in the installer kit to the server where you will install Automation Services 1 Run the installer setup exe 2 The Welcome dialog is displayed Click Next 3 The License Agreement dialog is displayed Read the license agreement and select the appropriate radio button Click Next 4 The Destination Folder dialog is displayed Specify where you want to install Click Next 5 The ZS Web Application Settings dialog is displayed Specify a name for the Automation Services Application and on which port Microsoft IIS listens Click Next 6 The Configuration for TIBCO Spotfire Server dialog is displayed Specify the URL to your Spotfire Server and the username and password needed to log into it If you are using Windows Integra
5. TIBCO Spotfire Automation Services 5 0 1 Installation and Deployment Manual D TIBCO TIBCO provides the two second advantage The Power of Now Revision date 8 February 2013 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 LICENSE_TIBCOSPOTFIREAUTOMATIONSERVICES PDF 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 au
6. Y RELEASE NOTES AND READ ME FILES TIBCO Spotfire is covered by U S Patent No 6 014 661 and U S Patent No 7 216 116 Other patent s pending TIBCO Software Inc Confidential Information 2 17 TIBCO Spotfire Automation Services 5 0 1 Contents 1 Installing Automation Services 4 1 1 Overview 4 1 2 Prerequisites 4 1 3 Running the Automation Services Web Service Installer 5 1 4 Enabling Active Scripting 6 1 5 Deploying the Automation Services Job Builder 6 1 6 Making the User s Manual Available to Users 8 1 7 The Client Job Sender 9 2 Configuring Automation Services 10 2 1 Overview 10 2 2 Securing the Automation Services Web Service 10 2 3 Authenticating to Spotfire Server using Windows Integrated Login 12 2 4 Authenticating to Spotfire Server Using Client Certificates 13 2 5 Controlling the Embedding Behavior of Data Function Based Data Sources e g On Demand Data Tables 14 3 Upgrading to Automation Services 5 0 1 15 4 Troubleshooting 16 5 Removing Automation Services 17 TIBCO Spotfire Automation Services 5 0 1 3 17 Installing Automation Services 1 1 1 1 2 Installing Automation Services Overview Installing Automation Services requires knowledge in how to install and administer Internet Information Services and its add ons This manual does not specify in detail how to install and administer these programs For more information on how to do this please refer to the documentation of the r
7. e Templates gt Windows Components gt Internet Explorer gt Internet Control Panel gt Security Page gt Internet Zone Right click on Allow active scripting and select Properties Select Enabled Note If this is done after setting up the IIS you need to restart the IIS for the changes to take effect Deploying the Automation Services Job Builder In order for users to be able to use Automation Services Job Builder you must deploy it to the Spotfire Server To deploy the job builder package to the server Open the Administration Console located at http spotserver spotfire administration where spotserver is the name of one of your spotfire servers in a web browser Log in as a Spotfire Administrator Select the tab Deployment Select a Deployment Area that contains a valid Spotfire deployment from the View drop down list Comment You must select a Deployment Area that contains Spotfire Dxp sdn 6 17 TIBCO Spotfire Automation Services 5 0 1 10 11 12 KR oU N Nn Installing Automation Services Click the Add button Response An Add to Deployment dialog appears Click the Browse button Response A File Upload dialog appears Browse to the package file AutomationServices spk Click OK in the Add to Deployment dialog to upload and add the file to the distribution Response The list of packages is updated with the contents of the file Click the Validate button in the lower left c
8. e 4 0 0 Modules Spotfire DXP Forms_9 14 5830 4061 2 Add the following to the lt configuration gt lt configSections gt 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 requirePermission false gt lt sectionGroup gt 3 Then anywhere inside the topmost lt configuration gt tag add lt spotfire dxp automation tasks gt lt saveAnalysis forceUpdateBehaviorManualWhenEmbeddingData false gt lt spotfire dxp automation tasks gt 4 Restart TIBCO Spotfire Professional to use the new settings 14 17 TIBCO Spotfire Automation Services 5 0 1 Upgrading to Automation Services 5 0 1 3 Upgrading to Automation Services 5 0 1 This section describes what you need to do in order to upgrade from Automation Services 2 2 3 0 3 1 3 2 4 0 or 4 5 to Automation Services 5 0 If you are running Automation Services 2 2 you will no longer be able to connect to an Analytics Server 10 1 or older after the upgrade gt To Upgrade the Web Service 1 Navigate to the folder lt installation directory gt webroot bin 2 Make a copy of the Spotfire Dxp Automation Launcher exe config file Note By making a copy of this file you can use it as a reference in step 7 when configuring the new version of the config file Note If y
9. espective programs or Microsoft support Prerequisites Before you install the Automation Services web service the following software must be installed on your server e Windows Server 2008 2008 R2 or 2012 e Microsoft NET Framework version 4 0 or 4 5 Note Make sure to upgrade to the latest version of Microsoft NET Framework e Internet Information Services version 7 0 or 8 0 Make sure that ASP NET 4 030319 is Allowed in Internet Information Services To allow ASP NET 4 030319 in Internet Internet Information Services In the Internet Information Services Manager select the server level in the left hand list and select ISAPI and CGI Restrictions g MyServer j ruw ou Y ygonuw an jwuupouy Area d 2 Application Pools ASP NET 2 6 Sites _ Default Web Site g 4 E e iy Qe DxpWeb_UH E 4 NET NET NET Error NET NET Trust Application Authorizati Compilation Pages Globalization Levels Settings O a amp amp amp Connection Machine Key Pages and Providers Session State SMTP E mail Strings Controls ms 2 A a 3 ral gt 404 Authentication Authorization Compression Default Directory Error Pages Rules Document Browsing S i I BE ma amp E J y Failed Request Handler HTTP Redirect HTTP IP Address MAAE Laci Tracing Rules Mappings Respo and Dom biuret 2 Make sure that ASP NET 4 0 30319 is present in the list and set it to Allowed 4 17 TI
10. figuration If you need to change the URL to the Spotfire Server for instance or the hostname of your SMTP server you can do this by opening the file in a text editor 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 The password to authenticate with password 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 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 TrustedPubl isher 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 16 17 TIBCO Spotfi
11. llation folder To set correct file permissions to the Automation Services installation folder In the Internet Information Services Manager locate the Automation Services Web Application in the tree in the left most pane Expand its contents by clicking the plus symbol next to it Right click on the subfolder bin and select Edit Permissions On the Security tab click Edit Add the user who was designated to run the Automation Services Application pool if it is not present Make sure that the this user has the permissions Full control If you entered a username and password when you installed Automation Services you must also remove these from the configuration file 12 17 TIBCO Spotfire Automation Services 5 0 1 Configuring Automation Services gt To remove username and password from Automation Services configuration 1 Open the file lt installation dir gt webroot bin Spotfire Dxp Automation Launcher exe config in a text editor Find the section authentication serverUrl and remove the username and password specifications When you are done the line should look like this lt authentication serverUrl http spotfireserver username password gt 2 4 Authenticating to Spotfire Server Using Client Certificates If your Spotfire Server is set up to use Client Certificates you must install the certificate used for authentication on the Automation Services server and configure Automation Services
12. nfiguration file lt installation dir gt webroot Web config 2 Add the following text within the lt system web gt element 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 Replace domain user1 etc with the domain and users applicable in your organization You can add however many users you would like Example with one user in the domain serenity allowed 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 Encrypt Sections of the Spotfire Dxp Automation Launcher exe config File If you have added authentication information to the Spotfire Dxp Automation Launcher exe config file ether to the Spotfire Server or to an SMTP server you may want to encrypt this section of the file This can be done by executing the tool spotfire Dxp Automation Launcher exe tool located in lt installation folder gt webroot bin with the encryptSection argument followed by the name of the section Examples This will encrypt the section containing the login information used to authenticate with the Spotfire Server Spotfire Dxp Automation Launcher exe encryptSection Spotfire Dxp Automation authentication This will encry
13. orner to make sure the deployment is not damaged or corrupted in any way Click the Save button in the lower left corner to save and publish the deployment Response The Save Deployment dialog appears Enter a version number and a description for the deployment and click the OK button See the online help of the Administration Console Restart TIBCO Spotfire and log in as usual Response The new client package will be downloaded to your TIBCO Spotfire client To verify the Job Builder License Start TIBCO Spotfire Log in with an administrator account If prompted download all updates from the server Once the update has been downloaded and installed and TIBCO Spotfire opens select Tools gt Administration Manager from the menu Select the Groups and Licenses tab Select a group from the Available groups list In the right hand pane click on the Licenses tab Response The Licenses interface is displayed Click on the sign to expand the TIBCO Spotfire Extensions license to find the Automation Services Job Builder Tool license TIBCO Spotfire Automation Services 5 0 1 7 17 Installing Automation Services 1 6 10 11 12 13 14 15 Make sure that both Access to Extensions and the Automation Services Job Builder Tool are marked with green checkmarks as seen in the image below TIBCO Spotfire Extensions vo Everyone Access to Extensions vo Everyone Automation Services Job Builder Tool
14. ou have any custom extensions deployed make a copy of these and the AddIns xmil file as well 3 Uninstall the old Automation Services web service 4 Install the Automation Services 5 0 1 web service by running setup exe on the machine that hosts the web server and follow the instructions in the installation wizard 5 Follow the instructions in the section Securing the Automation Services Web Service on page 10 Tip Open the old Spotfire Dxp Automation Launcher exe config next to the new version This way you can copy the necessary settings from the old file and paste them into the new one gt To Upgrade the Job Builder The old job builder package will automatically be replaced by the new one when upgrading Automation Services gt To Upgrade the Command Line Client The Automation Services 5 0 1 command line client should be used instead of the old version TIBCO Spotfire Automation Services 5 0 1 15 17 Troubleshooting 4 Troubleshooting If Automation Services is not set up correctly the users will not be able to run jobs on the server An error message will appear asking the user to contact the Spotfire Administrator To find out what went wrong you need to review the spotfire Dxp Automation log file located in the folder lt installation directory gt LogFiles The file spotfire Dxp Automation Launcher exe config located in the folder lt installation directory gt webroot bin directory holds all con
15. pt the section containing login information for an SMTP server Spotfire Dxp Automation Launcher exe encryptSection spotfire dxp automation tasks smtp To decrypt an encrypted section use the same tool with the decryptSection argument followed by the name of the section TIBCO Spotfire Automation Services 5 0 1 11 17 Configuring Automation Services Examples Spotfire Dxp Automation Launcher exe decryptSection Spotfire Dxp Automation authentication Spotfire Dxp Automation Launcher exe decryptSection spotfire dxp automation tasks smtp 2 3 Authenticating to Spotfire Server using Windows Integrated Login If your Spotfire Server is set up to use Windows Integrated Login you must configure the Automation Services Web Service to run as a user with login and library permissions to the Spotfire Server To set the user who will run the Automation Services Web Service In the Internet Information Services Manager locate and select Application Pools in the tree in the leftmost pane In the Application Pools pane right click the TIBCO Spotfire Automation Services Application Pool Select Advanced Settings and edit the field Identity Change the identity to a domain user that has login and library permissions to the Spotfire Server Now that the Automation Services Web Service is running as a non standard user you must also grant this user Full Control over files in the Automation Services insta
16. re Automation Services 5 0 1 Removing Automation Services 5 Removing Automation Services To uninstall Automation Services use the Program and Features feature found in the Control Panel of your Server Locate TIBCO Spotfire Automation Services and launch it Automation Services will be removed from the server and the added Internet Information Services configuration will be removed Note Some files may remain in the installation folder after uninstall You can remove them by simply deleting the installation folder TIBCO Spotfire Automation Services 5 0 1 17 17
17. st be deployed to all Spotfire Servers 8 17 TIBCO Spotfire Automation Services 5 0 1 Installing Automation Services 1 7 The Client Job Sender Distributed with the Automation Services is a tool called Spotfire Dxp Automation ClientJobSender exe and its configuration file Spotfire Dxp Automation ClientJobSender exe config This tool is used to automate jobs created by the job builder It can be installed onto any machine that has HTTP or HTTPS if you have set this up to the Automation Services web server The executable file and the config file must reside in the same directory For information about how to use the Client Job Sender see the TIBCO Spotfire Automation Services User s Manual TIBCO Spotfire Automation Services 5 0 1 9 17 Configuring Automation Services 2 2 1 2 2 Configuring Automation Services Overview To improve security and to access a Spotfire Server with certain authentication set up there are some settings you may want or need to tweak Securing the Automation Services Web Service Encrypting Traffic between Clients and Automation Services By default the Automation Services Web Service is set up to use the non encrypted HTTP protocol for communication between clients web browsers and the Web Service If you wish to encryption traffic between clients and Automation Services you can enable an SSL binding on the IIS Web Site that the Automation Services Web Service
18. ted Login leave username and password blank 7 The Configuration for mail dialog is displayed Specify a valid SMTP host that can be used to send automatic emails and a From address to be used in these emails Click Next Comment These settings are necessary for the Send Mail task to function If you need to change them after installation they can be set in the configuration file Spot fire Dxp Automation Launcher exe config located in the lt installation directory gt webroot bin folder 8 The Ready to Install the Program dialog is displayed Click Install Response The installation starts TIBCO Spotfire Automation Services 5 0 1 5 17 Installing Automation Services 1 4 1 5 9 The Install Complete dialog is displayed If you wish you may select to open the installer log file Click Finish Comment If something went wrong during installation you may wish to review the installer log file for information Typically an installation will fail if the system requirements are not met This will be reflected in the log file Enabling Active Scripting For the Automation Services export tasks to work properly with Text Areas you need to enable Active Scripting on the machine running Automation Services To Enable Active Scripting Open the Local Group Policy Editor for exampe by typing gpedit msc in the Start search box and pressing enter Select Local Computer Policy gt Computer Configuration gt Administrativ
19. thorization of TIBCO Software Inc TIBCO and Spotfire are either registered trademarks or trademarks of TIBCO Software Inc and or subsidiaries 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 Please see the readme txt 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 Copyright 1996 2013 TIBCO Software Inc ALL RIGHTS RESERVED 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 AN
20. to use it when authenticating to the Spotfire Server Refer to the TIBCO Spotfire Server Installation and Configuration Manual for more information about Client Certificates gt To install a client certificate 1 Open Microsoft Management Console MMC and add the Certificates snap in Select to manage certificates for Local Computer 2 Install the certificate in the Personal container 3 Change the access rights to the certificate so that the NETWORK SERVICE account can access it In the Microsoft Management Console right click the installed certificate and select All Tasks Manage Private Keys Grant the user NETWORK SERVICE access rights to the certificate gt To configure Automation Services to use a client certificate 1 Open the configuration file lt installation dir gt webroot bin Spotfire Dxp Automation Launcher exe config in a text editor Find the certificate section If it is commented out remove the comment markers around it 2 Set useCertificates to true and storeName storeLocation and serial number 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 gt TIBCO Spotfire Automation Services 5 0 1 13 17 Configuring Automation Services lt certificates useCertificates true storeName MyStore storeLocation LocalMachine serialNumber 00AAB
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