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TIBCO Spotfire
®
Deployment and
Administration Manual
Software Release 7.0
February 2015
Two-Second Advantage
®
2
Important Information
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TIBCO Spotfire
®
Deployment and Administration Manual
Contents
TIBCO Spotfire Server Documentation and Support Services
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Spotfire Deployment and Administration
TIBCO Spotfire Administrative Tools
TIBCO Spotfire Server Logs and Diagnostics
Installing TIBCO Spotfire on a Computer
Copying a Deployment to the Default Deployment Area
Set Up Connection to TIBCO Spotfire Statistics Services
Spotfire Licenses and Features
TIBCO Spotfire Diagnostics License
TIBCO Spotfire Web Player License
TIBCO Spotfire Enterprise Player License
TIBCO Spotfire Professional License
TIBCO Spotfire Business Author License
TIBCO Spotfire Advanced Analytics License
TIBCO Spotfire Extensions License
TIBCO Spotfire Information Modeler License
TIBCO Spotfire Administrator License
TIBCO Spotfire Qualification License
TIBCO Spotfire Connectors License
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TIBCO Spotfire
®
Deployment and Administration Manual
TIBCO Spotfire Server Documentation and Support
Services
All TIBCO documentation is available on the TIBCO Documentation site, which can be found here: https://docs.tibco.com
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TIBCO Spotfire Server Documentation
The following documents for this product can be found in the TIBCO Documentation Library:
TIBCO Spotfire
®
Server Release Notes
TIBCO Spotfire
®
Server Quick Start Guide
TIBCO Spotfire
®
Server Installation and Configuration Guide
TIBCO Spotfire
®
Server Web Services API
TIBCO Spotfire
®
Server Platform API Reference
TIBCO Spotfire
®
Server Information Services API Reference
TIBCO Spotfire
®
Server License Agreement
TIBCO Spotfire
®
Server Language Pack Deployment Kit (Language Deployment Kit only)
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.asp
How to Contact TIBCO Support
For comments or problems with this manual or the software it addresses, contact TIBCO Support as follows:
●
For an overview of TIBCO Support, and information about getting started with TIBCO Support, visit this site: http://www.tibco.com/services/support
●
If you 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
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Spotfire Deployment and Administration
After installing the TIBCO Spotfire
®
Server, the administrator works in both in the server and in the
Spotfire Professional Client to configure user lists, packages, and account settings.
Spotfire Deployment and Administration are composed of two distinct sets of tasks.
●
●
Spotfire deployment includes deploying packages to be downloaded automatically by Spotfire clients, creating users and groups, setting up licenses, and setting up the library.
Spotfire administration includes performing tasks like adding new users and groups to the system, manage licenses, and upgrading to new versions.
All of these tasks are performed using different tools available in Spotfire. You can find further assistance in the online help of each tool.
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The Spotfire Administrator
The Spotfire Administrator (Admin) is a Spotfire user with administrative privileges. The Admin is responsible for adding users and groups, configuring licenses and preferences, and deploying new packages.
The Admin can be, but does not need to be, the same person as the TIBCO Spotfire
®
Server administrator. When the Spotfire Server is installed, the server administrator assigns Spotfire Admin privileges to a Spotfire user (and creates it if necessary). This user becomes the first Spotfire Admin. He or she can then assign Admin privileges to other Spotfire users as needed.
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TIBCO Spotfire Administrative Tools
Spotfire has three tools for performing administrative tasks. Spotfire Admins must be familiar with all three tools.
TIBCO Spotfire Administration Console
Each TIBCO Spotfire
®
Server has a web-based administration UI called the TIBCO Spotfire
Administration Console. Use the Administration Console to:
●
Set up users and groups.
●
If your organization uses an external mechanism such as an LDAP server for user and group management, then you do not use the Administration Console for user and group management.
Create and upload deployments.
The Administration Console can be reached by a standard web browser using the URL http:// spotfireserver/spotfire/administration/
, where spotfireserver
is the hostname of a Spotfire
Server. If you work in a clustered environment, it does not matter which server in the cluster you use.
Changes made to one server are stored in the Spotfire Database and are available to all servers.
If your Spotfire Server cluster deployment includes a load balancer, to use the Administration Console, use the load balancer hostname in place of spotfireserver
.
●
●
TIBCO Spotfire Administration Manager
In the Spotfire client, on the Tools menu, you can find the Administration Manager. Use the
Administration Manager to:
Set up licenses and preferences.
Create new users and groups.
TIBCO Spotfire Library Administration
The Library Administration tool, also available in the Spotfire client, is used to administer the Spotfire
Library. Spotfire users publish and share analyses and data with each other using the Spotfire Library.
Use the Library Administration tool to export or import Library content, for example when you need to back up the contents, or to move content from one server to another, such as from a test instance to one used in production.
TIBCO Spotfire Server Logs and Diagnostics
For each TIBCO Spotfire
®
Server, you can view logs and diagnostics in the Server Logs and Diagnostics tool, available at the URL http://spotfireserver:80/spotfire
(where spotfireserver
is the name of the Spotfire Server.)
Log in as a user who has either Spotfire Administrator or Spotfire Diagnostics Administrator
permissions. For more information about Spotfire permissions and administrator roles, see Set Up
.
●
●
Server logs can provide detailed information about what is happening on the server, such as access logs, SOAP communication, Information Links that are used, and so on.
Diagnostics can provide information about the server itself, such as information about the database server, the operating system, Spotfire Server, the cluster configuration, the application server, the system, and the Java version.
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Any changes made to the log configuration using this tool are reverted when the Spotfire Server is restarted. To change the default log level, you must manually edit a configuration file on the Spotfire
Server. See the TIBCO Spotfire Server - Installation and Configuration Manual for more information about changing the logging level.
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®
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Set Up TIBCO Spotfire
After the TIBCO Spotfire
®
Server is installed and configured, the Spotfire Admin must complete the a series of configuration and deployment tasks before users can begin to use Spotfire.
Study the Spotfire deployment model and the user and group model, and read the various tools' associated help before you begin the series of tasks required for a successful Spotfire deployment.
1. Deploy Spotfire packages.
2. Install Spotfire on a computer.
3. Set up Users, Groups, Licenses and Preferences.
4. Set up the Spotfire Library.
5. Install Spotfire for all users.
Spotfire Package Deployment
After installing TIBCO Spotfire
®
Server, the Spotfire Admin must create an initial deployment. It is also important that any client hotfixes released by TIBCO, or any other add-on software, are deployed to the server. It is important that these packages are deployed to the server for the clients to work properly.
Then, when a user logs into Spotfire, the client checks for new software packages on the server and automatically updates the client if any are found.
When you install the Spotfire Server for the first time, the default deployment area is created, and the name of that area is set to "Production". Deployment areas can then be set for groups in the Spotfire database, and when one is set for a group, all group members can access the deployments in that area.
You do not need to specify a deployment area for the Deployment Administrator and Administrator groups. These groups can access all deployment areas.
It is possible to add, delete and rename deployment areas. The default deployment area can be changed but not removed. The default deployment area is ignored for a user as soon as a deployment area is specified for a group the user belongs to. If no deployment area is set for a group, the group members get the default deployment area.
The Administrator uses the Groups tab to assign deployment areas. When a user logs into the Spotfire client, one of the following happens:
Deployment Area Specified
Specified for one, and only one, of the groups the user is amember of.
More than one deployment area is available because the user belongs to several groups with different deployment areas assigned.
No deployment area is specified for any groups the user belongs to.
Result
The user gets the packages for the specified area and is not prompted to choose deployment area.
The user is prompted to choose between the deployment areas set for the different groups.
The user gets the default deployment area.
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Example: Multiple Deployment Areas
When users in the following groups log into Spotfire, the following occurs:
●
●
●
●
Group 1: Because no deployment area is assigned, these users get the default deployment area. They are not prompted to select a deployment area.
Group 2: Users get the Chemistry deployment area. They are not prompted to select deployment area.
Group 3: Users get the Statistics deployment area. They are not prompted to select deployment area.
Group 4: Users are prompted to select between the Statistics and the Chemistry deployment areas.
If a group of users cannot run a certain version of the Spotfire client, or if you want to specify a group of "early adopters" try out a new version of the Spotfire client, for example, you can do this easily by assigning a specific deployment area to those groups, so other users not in the group are not affected.
By assigning different deployment areas to different groups, you can have fine-grained control over the deployments available to any group.
A test area can be created and used as a staging server, and when confident that everything works as it should, you can move that deployment to areas "in production".
It is recommended to think carefully through how to set up the deployment areas and make sure that users are prompted as rarely as possible to choose deployment area.
Further help is also available in the Administration Console online help.
Deploying Spotfire Packages
You can deploy Spotfire packages to the Spotfire Server to give end users access to more features or updated features in Spotfire.
See the online help for the Administration Console for detailed information about this tool.
Procedure
1. Open web browser and browse to the Administration Console, located at http://spotserver/ spotfire/administration
(where spotserver
is the name of one of your Spotfire Servers).
2. Log in as a Spotfire Admin.
3. Select the Deployment tab.
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4. Select an existing deployment area from the Deployment Area list, or create a new deployment area to which to deploy packages.
We recommend using an area that is not in production, especially if you are upgrading from a previous version of Spotfire. For example, you can create a “test deployment area,” and then later copy the deployment from that “test area” after you have installed a
Spotfire client and verified that the deployment is downloaded and installed upon login.
5. If you have old packages in the environment, click Clear to remove all packages.
If you have any third-party packages that you know work with this version of Spotfire, you can keep these. In this scenario, rather than clicking Clear, remove any unwanted packages one by one.
6. Click Add.
The Add to Deployment dialog appears.
7. Click Browse.
The File Upload dialog appears.
8. Browse to a package file (
.spk
) or a distribution file (
.sdn
) that you want to include in the deployment.
A distribution (
.sdn
) file is composed of package (
.spk
) files that might have dependencies on one another. The
Spotfire.Dxp.sdn
distribution is the most frequently encountered example of a distribution file and is located in the deployment kit folder
TIB_spotdeploy_7.0.0_win\Products
\TIBCO Spotfire Distribution
.
9. In the Add to Deployment dialog, click OK to upload and add the file to the distribution.
The list of packages is updated with the contents of the file.
10. Remove any unwanted files from the list by selecting them and clicking Remove.
11. Click Validate to make sure the deployment is not corrupted.
12. Click Save to save and publish the deployment.
The Save Deployment dialog appears.
13. Provide a version number and a description for the deployment, and then click OK.
Installing TIBCO Spotfire on a Computer
After creating a deployment you must install a Spotfire client on your computer, to verify that the deployment works, and to get access to the Administration Manager and the Library Administration tools.
Spotfire is installed using an installer found in the
\Products\TIBCO Spotfire Installer
folder of the Spotfire distribution.
Procedure
1. Copy the Client Installer folder to your local disk, and run the setup.exe
file.
The installer starts, and the Welcome screen is shown.
2. Click Next to continue.
3. Read the Spotfire license agreement. Select the I accept radio button to accept and click Next to continue.
4. Specify the URL of your TIBCO Spotfire
®
Server. Click Next to continue.
If there are several TIBCO Spotfire
®
Servers installed, and a load balancer is in place in front of them, specify the load balancer URL.
5. Click Install to start the installation.
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12
6. When Spotfire is installed, click Finish to close the installer.
Spotfire is now installed.
Verifying That You Can Log In
After deploying packages you should start Spotfire on your computer and log into the deployment area to which packages were deployed. In the following instructions it is assumed that packages were deployed to an area named “test”. Log in to the “test” deployment area on your server to verify that login works and that you receive Spotfire package updates.
Procedure
1. Start Spotfire
Spotfire starts and displays a login dialog.
2. Click Manage Servers, and then in the Manage Servers dialog, click Add.
The Add Server dialog appears.
3. Click Add.
4. Enter the URL to your Spotfire Server, and then click OK twice.
5. Enter your username and password to log in to the Spotfire Server.
6. Click Login.
You are logged in to the Spotfire Server. You should also receive package updates from the deployment in the Test Environment.
You might be prompted to select a Deployment Area. See the example in
.
Package "updates" might, in fact, be "downgrades", if the files deployed to the server are older than the installed Spotfire. This can be a useful in a situation where, for some reason, an administrator wants to downgrade all clients. However, it is not possible to downgrade to a lower major version, for example from 7.0 to 6.0, or even to log into a server with a deployment with a lower major version number than the client. For this reason, you must deploy 7.0 packages to the server before you can log in to it with a 7.0 client.
Copying a Deployment to the Default Deployment Area
In the Spotfire Administration Console, you can copy a tested deployment to the Default Deployment
Area.
When you receive new updates from TIBCO or from a third-party, deploy these updates to the test environment and test them before you copy them to the production environment. This way you can test a new deployment without disturbing your Spotfire users.
Procedure
1. In the Spotfire Administration Console, select the Deployment tab.
2. Select the “test” area.
3. Click Copy.
The Copy Deployment dialog appears.
4. Select to copy the deployment to the Default Deployment Area.
5. Click OK.
The content of the “test” area is copied to the production area.
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Set Up Users
During TIBCO Spotfire
®
Server installation and configuration, Spotfire Authentication is set up.
Spotfire can authenticate users using either internal authentication (Spotfire Database) or external authentication (LDAP directory or Windows Domain).
●
●
If internal authentication is used, you can add and delete users and change their passwords using either the Administration Console or the Administration Manager.
If external authentication is used, users are imported into the Spotfire Database when they first log in. You cannot remove imported users from within the Spotfire system.
Users can be managed in the Administration Console or in the Administration Manager on the Users tabs in both tools. Refer to their online helps for detailed instructions.
Set Up Groups
Spotfire groups are used to organize users. Groups can be synchronized from an external source, such as an LDAP directory or a Windows Domain, or created and managed locally in the Spotfire Database.
This is set up during TIBCO Spotfire
®
Server installation.
Synchronized groups cannot be deleted from within the Spotfire system. However, you can create local
Spotfire groups and place imported users and synchronized groups in them, which is important when you set licenses on groups.
Groups can be managed in the Administration Console or in the Administration Manager on the
Groups and Groups and Licenses tabs respectively. Refer to their online helps for detailed instructions.
Roles and Special Groups
In the TIBCO Spotfire
®
system, there are a number of special groups that are present at installation and are not possible to remove. These groups define different roles. Roles can be viewed as different sets of tasks the members of the groups are supposed to and allowed to perform. To assign a role to a user, simply add him or her to one of the special groups. Note that some roles require not only membership in the group, but also that a specific license be enabled for the group in question.
Role
Administrator
Library Administrator
Description
All users that need administrator privileges on the TIBCO Spotfire Server must be members of this group. Membership in this group grants all permissions described below in addition to administration of preferences, licenses, and user directory.
This group must have the TIBCO Spotfire Administrator license enabled to be able to administer the Spotfire system (to get access to the Administration Manager tool).
Membership in this group grants full permission to the library. It overrides all folder permissions set in the library, granting full control over all content and includes the permission to import and export library content. All users and groups that need administrative privileges in the library must belong to this group or the Administrator group.
This group must have the TIBCO Spotfire Library
Administrator License enabled to be able to administer the library (to get access to the Library Administration tool).
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Role
Deployment
Administrator
Diagnostics
Administrator
Impersonator
Web Player
Administrator
Scheduled Updates
Users
Custom Query Author
Script Author
API User
Everyone
Description
Membership in this group grants permission to deploy packages to the server. Note that these users can deploy to any area on the server, as well as delete any existing deployment.
The number of logging configurations available can be decided by the server administrator. For more information about this see the TIBCO Spotfire Server Installation and Configuration
Manual.
Membership in this group grants permission to view server logs and diagnostics, as well as to set server logging configurations. It also grants permission to view information in the Web Player diagnostics page.
Membership in this group grants permission to Impersonate. It is recommended that users belonging to this group do not have additional privileges. See the TIBCO Spotfire Server Installation and Configuration
Manual for more information about Impersonation.
Membership in this group grants permission to view Spotfire Web Player diagnostics and to set up Scheduled Updates tasks.
Membership in this group grants permission to perform Scheduled
Updates of analysis files.
Membership in this group grants permission to create and sign custom queries for data access using data connections.
Membership in this group grants permission to author scripts.
The user must also have the Author Scripts license in order to author scripts.
Scripts executed by the Spotfire Web Player can essentially do anything deployed packages can do. Therefore you should only grant this permission to trusted users.
All users who should have access to the Spotfire Server public Web
Service API must be members of the API User group.
This is group always contains all users in the Spotfire system. No users can be removed from it, but you can set licenses for it if you like.
Set Up Licenses
Spotfire licenses control what features are available to users. Licenses are always configured per group, never on individual users. When a user logs in, only the features enabled to the groups the user belongs to appear in Spotfire. You should apply licenses to groups when you create them. Because groups can belong to groups, licenses are inherited from the parent group.
Example:
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In this example, the license Spotfire Professional is set on the group ACME Spotfire Users. This license is then inherited by all groups belonging to the ACME Spotfire Users group, situated below it in this illustration. The license TIBCO Spotfire Metrics is set on the group ACME Analysts and inherited by its child groups, ACME Food Analysts and ACME Drink Analysts.
When initially setting up Spotfire licenses, it is a good idea to set licenses as “high up” in the hierarchy as possible, to take full advantage of group inheritance.
Licenses are set on the Groups and Licenses tab in the Administration Manager in the Spotfire client.
For detailed instructions on how to use this tool, see its online help.
For a full list of Spotfire licenses, see
Spotfire Licenses and Features
.
Set Up Preferences
Spotfire preferences control the Spotfire experience. Preferences define which font to use for labels, which default marker shape to use for scatter plots, and many other things. They are set on groups and inherited just like licenses.
Preferences are set on the Preferences tab in the Administration Manager in the Spotfire client. For detailed instructions on how to use this tool, see its online help.
Users can set their own preferences from the Tools > Options dialog in the Spotfire client. Preferences set in the Administration Manager come into effect if a user has not set any individual preferences for a particular area.
Set Up Connection to TIBCO Spotfire Statistics Services
Spotfire provides support for connecting to TIBCO Spotfire
®
Statistics Services.
Most settings for this configuration are set in the Spotfire client. See its online help for more information. URLs to Spotfire Statistics Services servers running S-PLUS or open-source R engines are also configurable as Spotfire preferences in the Administration Manager. On the Preferences tab, select the group for which the URLs should be set, and then select the tab Preferences. Find TIBCO Spotfire
Statistics Services in the list and click Edit. Enter the URL to the Spotfire Statistics Services server running a S-PLUS engine and/or the Spotfire Statistics Services server running an open-source R engine. For detailed instructions on how to use the Administration Manager, see its online help.
Open-source R is available under separate open source software license terms and is not part of TIBCO
Spotfire Statistics Services. As such, open-source R is not within the scope of your license for TIBCO
Spotfire Statistics Services. Open-source R is not supported, maintained, or warranted in any way by
TIBCO Software Inc. Download and use of open-source R is solely at your own discretion and subject to the free open source license terms applicable to open-source R.
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Set Up the Spotfire Library
The Library is where users store and share analyses. A TIBCO Spotfire
®
Administrator, or a Library
Administrator assigned by the Spotfire Administrator, should set up the library before the users start storing analyses here.
Setting up the Library includes building a folder structure with appropriate permissions for the different groups to read and write to the different folders. By setting “owner” permissions for a certain group to a number of folders, you can delegate responsibility for that part of the Library to a certain group within your organization.
When you export and import from the Library you can select Include Permissions. If this is selected on both import and export, the imported content gets the same permissions as the content originally had when it was exported.
Permissions can be set only if the user or group exists in the new Library. Just importing does not assign a privilege to a user that does not exist. This has an extra implication: If you want to import users and groups as well as library content, you should start to import the users and groups.
Library Administrators
Library Administrators are Spotfire users belonging to the special Library Administrator group. Library
Administrators have sufficient permissons to create folders on the root level of the Library, and also have full access to the entire Library. As a Spotfire Administrator, you could make yourself a Library
Administrator, or you can delegate this responsibility to others.
Design Guidelines
The key to a successful Library design is structure. How you structure your Library is up to you.
Consider the following suggestions:
●
●
●
By department. For example, this would, allow all engineers to access the same analyses.
By project. This would allow all users working in the same project to access the same analyses.
Using inheritance, you could allow different sub-projects to access their parent project files, and still restrict sister-projects from reaching each other’s material.
By geography. For example, this would allow different offices to have access to different parts of the
Library.
It is usually a good idea to have the Library structure reflect the structure of your organization.
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Spotfire Licenses and Features
The administrator enables the required licenses for the different users.
License or Feature
TIBCO Spotfire Web Player
TIBCO Spotfire Enterprise
Player
TIBCO Spotfire Professional
Description
The license for TIBCO Spotfire
®
Web Player.
Any groups with this license enabled must also have the
Open File and Open from Library features under the
TIBCO Spotfire Enterprise Player License license enabled.
The license for TIBCO Spotfire Enterprise Player license enables access to basic features such as saving files to disk or to the library, opening files from the library, opening linked data, and exporting to various formats. While this functionality is crucial for all users, it is necessary that all users that have the TIBCO Spotfire
Professional license also have the TIBCO Spotfire Enterprise
Player license. For technical reasons, certain features under this license are also required to run Spotfire Web Player.
The license for running Spotfire Professional, which includes all the standard features in the Spotfire client, except the features included in the license Spotfire Enterprise Player.
Any groups with this license enabled must also have the
Spotfire Enterprise Player license enabled.
Users can create and edit analyses from a web client.
TIBCO Spotfire Business
Author
TIBCO Spotfire Advanced
Analytics
TIBCO Spotfire Extensions
TIBCO Spotfire Information
Modeler
Controls access to additional analytic features such as custom expressions, the box plot visualization, various statistical features, and advanced aggregation methods. Most users of Spotfire
Professional need this license.
Users can use custom extensions, which developers in your organization can add. When new custom license features are deployed to the Spotfire Server, they appear under this license.
Enables tools and permissions needed to set up and edit data sources used by information links
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License or Feature Description
TIBCO Spotfire Administrator Enables access to the Administration Manager and the Library
Administration tool (the administration tools available within the
Spotfire client).
To administer the Spotfire system, this license is not enough. The user must also be a Spotfire Admin, that is a member of the special Administrator group. If the users needs full access to the library, they must also be members of the special Library Administrator group.
If you are a member of the Library Administrator group, you are granted full control over all content. By default, the Administrator group is a member of the
Library Administrator group and thus has full access control over the library.
TIBCO Spotfire Qualification
TIBCO Spotfire Diagnostics
TIBCO Spotfire Connectors
Enables TIBCO Spotfire Qualification.
Enables access to the Application Profiler tool, used for gathering information about analysis files.
Users can connect and analyze data from external systems either in-database or in-memory, using one or more data connectors.
All users with the TIBCO Spotfire Conncetors License must also have the Open Database Data and the
Manage Data Tables license features under the TIBCO
Spotfire Professional license enabled, in order to use any connectors.
Each of these licenses consists of a set of license features.
TIBCO Spotfire Diagnostics License
The TIBCO Spotfire Diagnostics license gives you access to the Application Profiler which is used for gathering information about analysis files.
License or Feature
Application Profiler
Description
Enables the Tools > Diagnostics > Application Profiler menu item.
The Application Profiler is a tool used to scan the Spotfire library and acquire information about the available analyses. With the Application
Profiler you can automatically run tests on a large set of DXP files, or answer questions about the analyses, such as the time an analysis takes to load, the time it takes to render visualizations and you can also use it to search for errors.
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TIBCO Spotfire Web Player License
The TIBCO Spotfire Web Player license enables the TIBCO Spotfire
®
Web Player which is needed for users who should have access to analyses in a web browser.
The Open File and Open from Library features under the TIBCO Spotfire Enterprise Player License must also be enabled for all users who should have access to analyses in the Spotfire Web Player. Other license features under the TIBCO Spotfire Enterprise Player License and the TIBCO Spotfire Business
Author License may also be applicable.
License or Feature
TIBCO Spotfire Web
Player
External updates of analysis files in TIBCO
Spotfire Web Player
Description
License to use the Spotfire Web Player in consumer mode.
Users can perform updates of analysis files through the Spotfire Web
Player server Updater Service API.
TIBCO Spotfire Enterprise Player License
The TIBCO Spotfire Enterprise Player license enables access to basic features such as Saving files to disk or to the library, Opening files from the library, Opening linked data, and Exporting to various formats.
While this functionality is crucial for all users, it is necessary that all users that have the TIBCO Spotfire
Professional license also have the TIBCO Spotfire Enterprise Player license. For technical reasons, some license features under this license are also needed for users running TIBCO Spotfire Web Player.
License or Feature
Open File
Description
Enables the File > Open menu item and makes files available in the list of most recently used files. Without this, a user cannot open files from within Spotfire .
Users can open a file from the Spotfire library.
Users can open an analysis file with linked data.
Users can save a Spotfire analysis file.
Open from Library
Open Linked Data
Save Spotfire Analysis
File
Save to Library
Export to PowerPoint
Export to PDF
Export Image
Export Data
Details on Demand
Users can save a file to the Spotfire library.
Users can export to Microsoft
®
PowerPoint.
Users can export to PDF
Users can export a visualization as an image.
Users can export or copy the data used in a visualization.
Users can print visualizations to paper.
Users can display the Details-on-Demand panel.
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License or Feature
Undo/Redo
Bookmarks
Capture Private
Bookmarks
Capture Private and
Public Bookmarks
Change Password
Share to tibbr
®
Collaboration Panel
Description
Users can Undo or Redo actions
Users can work with bookmarks.
Users can work with private bookmarks.
Users can work with private and public bookmarks.
Users can change password.
Users can share visualizations via tibbr
®
.
Users can use the Collaboration panel.
TIBCO Spotfire Professional License
The TIBCO Spotfire
®
Professional license is the main license for users running the full Spotfire client.
All the base functionality of Spotfire is contained here, except the features listed for the TIBCO Spotfire
Enterprise Player license. It is therefore vital that any user that has the TIBCO Spotfire Professional license also gets the TIBCO Spotfire Enterprise Player license.
License or Feature
Open File Data
Description
A user can always open
*.dxp
files from the Open menu provided the
"Open File" license feature under TIBCO Spotfire Enterprise Player is enabled. This license feature enables a user to also open
*.sfs
,
*.sdf
,
*.txt
,
*.csv
,
*.xml
, and
*.xls
files, and to paste data from the clipboard.
Open Library Data
Open Database Data
Open Information Links Users can open data from information links.
Open Custom Made File Users can open custom made files.
Replace Data
Users can open data files stored in the library.
Users can open data from databases.
Open Empty Data
Merge Data
Enables the File > Replace Data Table menu item. The available sources from which data can be replaced are determined by the four "Open" license functions above.
Users can open an analysis file even if a data source is unavailable.
Insert New Column
Users can insert and merge additional data into an open analysis. This is done from the Replace Data Table and Insert Column/Rows options.
Users can insert a new column of data into an open analysis.
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License or Feature
Manage Data Tables
Description
Users can add and work with more than one data table in an analysis.
Enables the following menu options: File > Add Data Table, Edit > Data
Table Properties, Tools > Manage Data Connections.
Load Data on Demand Users can load data from data connections and information links on demand.
Create Information Link Users can create a new information link using predefined elements.
Create Page
Create Table
Create Graphical Table
Create Cross Table
Users can create a new page.
Users can create a new Table visualization.
Users can create a new Graphical Table visualization.
Users can create a new Cross Table visualization.
Create Bar Chart
Create Line Chart
Create Combination
Chart
Create Pie Chart
Users can create a new Bar Chart visualization.
Users can create a new Line Chart visualization.
Users can create a new Combination Chart visualization.
Create Scatter Plot
Create 3D Scatter Plot
Create Map Chart
Create Treemap
Create Heat Map
Create Parallel Plot
Create Summary Table
Create Text Area
Users can create a new Pie Chart visualization.
Users can create a new Scatter Plot visualization.
Users can create a new 3D Scatter Plot visualization.
Users can create a new Map Chart visualization.
Users can create a new Treemap visualization.
Users can create a new Heat Map visualization.
Users can create a new Parallel Coordinate Plot visualization.
Users can create a new Summary Table visualization.
Users can create a new Text Area.
Action Links Users can create Action Links.
Change Column Selector Users can interact with column selectors and data table selectors in a visualization. Also, users can adjust binning sliders and hierarchy sliders, and to alter the order of multiple columns on an axis.
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License or Feature
Simple Visualization
Properties
Description
Users can change visualization properties using the axis selectors, or to drag and drop columns from other visualizations or the Filters panel.
(This license feature also enables everything in the Change Column
Selector license feature.)
Advanced Visualization
Properties
Error Bars
Simple Filter Panel
Properties
Advanced Filter Panel
Properties
Users can change all visualization properties via the Visualization
Properties dialog.
(This license feature also enables everything in the Change Column
Selector and Simple Visualization Properties license feature.)
Users can display error bars in a visualization.
Users can change filter type.
Simple Data Properties
Advanced Data
Properties
Advanced Document
Properties
Data Panel
Users can hide, move and group filters, and access the Filtering Scheme
Properties dialog and Organize Filters dialog.
Grants access to the Edit > Column Properties dialog.
Enables additional functionality in the Column Properties dialog such as Details, Edit, Freeze Columns, Insert, Column Properties, Sort
Order, and Hierarchies.
Grants access to the Edit > Document Properties dialog, the Tools >
Options dialog. Also, users can assign a filtering scheme to a page.
Users can the Data panel.
Tags Users can work with Tags.
Use Custom Made Tools Users can open custom made tools.
Change Exportability for
Web Player Table Data
Users can specify whether the data in a Table, Summary Table, or Cross
Table should be able to be exported if the analysis is opened in the
Spotfire Web Player. If disabled, a default value or preference determines if the data in the table can be exported from Spotfire Web
Player. Set these preferences from the Preferences tab.
Users can work with Lists.
Lists
Custom Query in
Connection
Allows a user to create and sign custom queries for data access using data connections.
This license can only be enabled for members of the Custom
Query Author group or the Administrator group. However, members which only belong to the Administrator group can only save local copies of the analysis to disk, not publish signed analyses to the library. Custom queries are signed when a member of the Custom Query Author group saves an analysis file, or data connection to the library. Only files published to the library can be signed.
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TIBCO Spotfire Business Author License
The TIBCO Spotfire Business Author license allows you to create and edit analyses from a web client.
License or Feature
TIBCO Spotfire Business
Author
Open File Data
Description
The license for TIBCO Spotfire Business Author.
Open Library Data
Open Information Links
Replace Data
Open Empty Data
Manage Data Tables
Create Page
Create Table
Create Cross Table
Create Bar Chart
Create Line Chart
Create Combination Chart
Create Pie Chart
Create Scatter Plot
Create Treemap
Create Parallel Plot
Change Column Selector
Simple Visualization
Properties
Users can always open *.dxp files via the Open analysis button provided the "Open File" license feature under TIBCO Spotfire
Enterprise Player is enabled. This license feature enables a user to open local data files such as *.txt, *.csv,*.xlsx, *.xls,*.stdf, and *.sbdf.
Users can open data files stored in the library.
Users can open data from information links.
Enables the Replace data button in the toolbar.
Users can open an analysis file even if a data source is unavailable.
Users can work with more than one data table in an analysis
Users can create a new page.
Users can create a new Table visualization.
Users can create a new Cross Table visualization.
Users can create a new Bar Chart visualization.
Users can create a new Line Chart visualization.
Users can create a new Combination Chart visualization.
Users can create a new Pie Chart visualization.
Users can create a new Scatter Plot visualization.
Users can create a new Treemap visualization.
Users can create a new Parallel Coordinate Plot visualization.
Users can interact with column selectors and data table selectors in a visualization. Also, users can adjust binning sliders and hierarchy sliders, and alter the order of multiple columns on an axis.
Users can change visualization properties using the axis selectors.
(This license feature also enables everything in the Change
Column Selector license feature.)
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License or Feature
Advanced Visualization
Properties
Description
Users can change all visualization properties via the Visualization
Properties panel. (This license feature also enables everything in the Change Column Selector and Simple Visualization Properties license feature.)
Error Bars Users can display error bars in a visualization.
Simple Filter Panel Properties Users get access to the context menu used for switching filter types and resetting filters.
TIBCO Spotfire Advanced Analytics License
The TIBCO Spotfire Advanced Analytics license grants access to additional analytic features such as custom expressions, the box plot visualization, various statistical features, and advanced aggregation methods. Most users of TIBCO Spotfire Professional will need this license as well.
License or Feature Description
Create Box Plot
Advanced Aggregation
Methods
Custom Expressions
The user can create a new Box Plot visualization.
The user has access to more aggregation methods, in addition to the standard Sum, Average, Count, and Unique Count.
The user can use the Custom Expressions option on the column selectors.
The user can use the Column from Marked option on the column selectors.
Set Column From
Marked
Line Similarity
K-Means Clustering
Hierarchical Clustering
Data Relationships
Straight Line
Polynomial Curve
The user can use the Line Similarity tool.
The user can use the K-Means Clustering tool.
The user can use hierarchical clustering.
The user can use the Data Relationships tool.
Curve Draw The user can add a curve to a visualization by entering an expression for the curve.
Curve From Data Table The user can add a curve to a visualization by importing it from a data table.
The user can add a Straight Line Fit to visualizations.
The user can add a Polynomial Curve to visualizations.
The user can add a Logistic Regression Curve to visualizations.
Logistic Regression
Curve
Power Curve The user can add a Power Curve to visualizations.
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License or Feature
Gaussian Curve
Description
The user can add a Gaussian Curve to visualizations.
Logarithmic Curve
Exponential Curve
The user can add a Logarithmic Curve to visualizations.
The user can add an Exponential Curve to visualizations.
Register Data Functions The user can create, edit, import, and export a data function or expression function. The user can register a new data function and edit an existing script (including the data function parameters and output).
The user can refresh or delete a data function or expression function from the library (if it is not embedded in an analysis.) The user can sync the data function from the library.
The user can add a data table, and then add a data function transformation to that data table.
If this license is not granted, the Tools > Register Data Function and the
Edit > Data Function Properties menu items do not appear. Without this license, the user cannot create, edit, or delete data functions or expression functions. Also, the Data Function option is disabled in the
File > Add Data Table dialog Add drop-down.
Even if a user lacks this license, any existing analyses containing predicted columns continue to function and update based on the data as necessary. (That is, the underlying data functions continue to work.)
This license should be granted in conjunction with the Execute
Data Functions license, or the user can register but not test
(execute) a data function or an expression function. If you do not grant this license, you should not grant licenses for
Predictive Modeling or Insert Predicted Columns.
Execute Data Functions The user can create, edit, run, or remove a data function or an expression function. The user can edit an existing script (including the data function parameters and output), and specify where to run the data function
(locally or on a server with TIBCO Spotfire Statistics Services).
The user can access and change the settings for type of data used by the data function.
If this license is not granted, the Insert > Data Function menu item is disabled, and the Settings button in the Edit > Data Table Properties dialog is disabled.
Even if a user lacks this license, any existing analyses containing predicted columns continue to function and update based on the data as necessary. (That is, the underlying data functions continue to work.)
If you do not grant this license, you should not grant licenses for Register Data Functions, Predictive Modeling, or Insert
Predicted Columns.
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License or Feature
Predictive Modeling
Description
The user can create, edit, and manage Regression and Classification
Models.
If this license is not granted, the Regression Modeling and
Classification Modeling menu items do not appear.
Even if a user lacks this license, any existing analyses containing results from the predictive modeling tools continue to function and update based on the data as necessary. (That is, the underlying data functions continue to work.)
If this license is granted, you should also grant a license for Register Data
Functions and Execute Data Functions.
Insert Predicted Column A user can use a predictive model in an analysis to add predicted columns to a data table.
If this license is not granted, the Insert > Predicted Columns menu item does not appear.
Even if a user lacks this license, any existing analyses containing predicted columns continue to function and update based on the data as necessary. (That is, the underlying data functions continue to work.)
If this license is granted, you should also grant a license for Register Data
Functions and Execute Data Functions.
TIBCO Spotfire Extensions License
The TIBCO Spotfire Extensions license enables users to view and use custom extensions that developers at your company can add. When new custom license features are deployed on the Spotfire Server, they appear under this license. Then you can enable or disable each individual license feature if needed.
License or Feature
Access to Extensions
Author Scripts
Description
Users can view and use custom extensions, which developers at your company can add. When new custom license features are deployed on the Spotfire Server, they appear under this license. You can then enable or disable each individual license feature.
Users can author scripts. The user must also be a member of the Script
Author group.
Users can access to the Automation Services Job Builder tool.
Automation Services Job
Builder Tool
Qualification Compare
Tool
Qualification Export
Tool
SDFParser
Users can use the Qualification Compare tool.
Users can use the Qualification Export tool.
Users can use the SDFParser tool.
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TIBCO Spotfire Information Modeler License
The TIBCO Spotfire Information Modeler license contains tools and permissions needed to set up and edit data sources used by information links
License or Feature
Administration
Prompt for Parameter
Description
Users can modify data sources, joins and other elements when working with Information Links.
The user must also have the Create Information Link feature enabled to access the tool itself.
This license feature is intended for users creating and testing parameterized Information Links. While you work with this tool, if you encounter a parameterized Information Link that is not provided with a value for a parameter. you see a Prompt for Parameter dialog.
TIBCO Spotfire Administrator License
The TIBCO Spotfire Administrator license allows access to the Administration Manager and the Library
Administration tools.
You must also be a member of the Administrator group to get the actual privileges to work on the server.
If you are also a member of the Library Administrator group, you override all folder permissions in the
Library, granting full control over all content. (By default, the Administrator group is a part of the
Library Administrator group and thus have full access control over the library as well.)
License or Feature
Administration
Library Administration
Description
Grants access to Administration Manager and its functionality.
You must be a member of the Administrator group to get the actual privileges to work on the server.
Grants access to the Library Administration tool and its functionality.
Administrators who need full access control over the entire
Library, must also be a member of the Library Administrator group. Being a member of this group overrides all folder permissions in the Library, granting full control over all content. (By default, the Administrator group is a part of the
Library Administrator group and thus has full access control over the library as well.)
The users who require administration control over parts of the library
(but not all), should not be a part of this group, the Library
Administration license is enough. This is the recommended option for the users who administer sections of the Library.
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TIBCO Spotfire Qualification License
The TIBCO Spotfire Qualification license allows users to compare analyses on different installations against a gold standard.
License or Feature
TIBCO Spotfire
Qualification
Description
Users can verify that analyses in TIBCO Spotfire
®
yield the same results on different installations of Spotfire.
Sold as a separate license.
TIBCO Spotfire Connectors License
With a TIBCO Spotfire Connectors license, users can connect and analyze data in-database or import data from the external system.
All users with the TIBCO Spotfire Conncetors License must also have the Open Database Data and the
Manage Data Tables license features under the TIBCO Spotfire Professional license enabled, in order to use any connectors.
TIBCO Spotfire Connectors is an additional product that can be deployed on the server. It is not embedded in the standard Spotfire distribution.
License or Feature Description
Cisco Information Server Users can add connections to Cisco Information Server and analyze data in-database or in-memory.
Cloudera Hive Users can add connections to Cloudera Hive and analyze data indatabase or in-memory.
Clodera Impala
Greenplum
Users can add connections to Cloudera Impala and analyze data indatabase or in-memory.
Users can add connections to Pivotal Greenplum and analyze data indatabase or in-memory.
Hortonworks
HP Vertica
IBM DB2
IBM Netezza
Microsoft SQL Server
Users can add connections to Hortonworks and analyze data in-database or in-memory.
Users can add connections to HP Vertica and analyze data in-database or in-memory.
Users can add connections to IBM DB2 and analyze data in-database or in-memory.
Users can add connections to IBM Netezza and analyze data in-database or in-memory.
Users can add connections to Microsoft SQL Server and analyze data indatabase or in-memory.
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License or Feature
Microsoft SQL Server
Analysis Services
OData
Oracle
Oracle Essbase
Oracle MySQL
Pivotal HAWQ
PostgreSQL
Redshift
SAP BW
SAP HANA
Teradata
Teradata Aster
Description
Users can add connections to Microsoft SQL Server Analysis Services and analyze data in-database or in-memory.
Users can add connections to OData and analyze data in-memory.
Users can add connections to Oracle and analyze data in-database or inmemory.
Users can add connections to Oracle Essbase and analyze data indatabase or in-memory.
Users can add connections to Oracle MySQL and analyze data indatabase or in-memory.
Users can add connections to Pivotal HAWQ and analyze data indatabase or in-memory.
Users can add connections to PostgreSQL and analyze data in-database or in-memory.
Users can add connections to Amazon Redshift and analyze data indatabase or in-memory.
Users can add connections to SAP Business Information Warehouse
(SAP BW) and analyze data in-database or in-memory.
Users can add connections to SAP HANA and analyze data in-database or in-memory.
Users can add connections to Teradata and analyze data in-database or in-memory.
Users can add connections to Teradata Aster and analyze data indatabase or in-memory or in-memory.
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