Spotfire

TIBCO Spotfire Information Services
SP311
TIBCO Software Inc.
Important Information
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SP311: TIBCO Spotfire Information Services
Contents
Introduction................................................1 Identifying Tools.........................................31 Providing Access.........................................58 Creating the Model......................................74 Administering the Library............................125
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SP311 TIBCO Spotfire Information Services

Introduction
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Course Contents
Overview
Concepts and Definitions Roles
Identifying Tools
A Visual Introduction
Providing Access
Creating the Model
Administering the Library
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Course Contents
Overview
Identifying Tools
Administration Manager Library Administration
Providing Access
Information Designer Configuration Console Administration Console
Creating the Model
Logs and Diagnostics
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Course Contents
Overview
Identifying Tools
Licenses Permissions
Providing Access
Exercises
Creating the Model
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Course Contents
Overview
Identifying Tools
Data Sources Column Element
Providing Access
Filter Element Procedure Element
Creating the Model
Join Element Information Link Exercises
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Course Contents
Introduction
Identifying Tools
Import Export
Providing Access
Move Copy Exercises
Creating the Model
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Concepts and Definitions
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Spotfire Server Services
Spotfire Server Provides Four Basic Services:
We will touch on these three services only in the context of their use with Information Services
User Services
Library Services Information Services Deployment Services
Information Services provides the means by which your end users can access the data without knowing the underlying schema or databases.
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Information Services
End users can:

Access data easily (JDBC, ODBC, or OLE-DB accessible data source)
(Oracle, IBM DB2, Microsoft SQL Server, SAS/SHARE, etc.)
Access and pivot data from multiple databases simultaneously

Knowledge of drivers, schema, or SQL not required
Drag-and-Drop, Button Functionality
Information Services
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Information Model
Spotfire Information Model is a logical structure that allows one to map a variety of data sources into a virtualized data layer.
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Information Model
The Spotfire Information Model

Centrally managed
Controls access through permissions
Designed for user transparency

Data managers
Provide users with one-click access, within an application, to data from multiple sources Hide from end users the complexity of data
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Information Link
A Spotfire Information Link is the core component of the Information Model defining a structured and reusable query for one or more databases to return information used for analysis.
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Information Link
With the Information Link, You Can:

Establish live links to data sources Map cryptic database names to terms end users understand Determine the data to retrieve based on end user selections Create ad hoc and reusable queries Distribute an analysis file knowing that everyone can access the correct and latest available data
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Element
Elements are the building blocks that dictate the characteristics of your Information Link and the information it returns.
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Elements
Elements are:
Columns Filters Procedures Joins Prompt options
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Data Sources
Data Sources are actual connections to the backend database systems that are needed to create Elements and ultimately Information Links.
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Data Sources
A variety of database systems are supported

Microsoft SQL Server Oracle MySQL Spotfire Application Data Services
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Complete Information Model
The Information Model is Composed of

Data Source definitions Elements Information Links
Data
Elements
Information Links
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Information Model Life Cycle
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The Information Model Life Cycle is a process of building and maintaining the Information Model by individuals with the appropriate permissions and licenses in Spotfire.
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1. Define the Logical Structure of the Information Model
2. Set Permissions
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4. Establish Data Sources 5. Create Elements 6. Create Information Links
7. Use the Information Links

8. Revise as Needed
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Roles
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Roles
Administrator
Has all required control Assigns access to others
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Roles
Data Connections Manager

Builds the Information Model Creates the Information Links
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A Visual Introduction
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Spotfire Platform
Spotfire Professional Spotfire Web Player TIBCO Spotfire Statistics Services HTTP(S)
SOAP over HTTP(S) Spotfire Web Player Server
LDAP(S)
JDBC
Spotfire Server
Spotfire Database
Spotfire Automation Services
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Authentication and User Directory
Data Sources
Spotfire Platform
Spotfire Professional Spotfire Web Player TIBCO Spotfire Statistics Services SOAP over HTTP(S) Spotfire Web Player Server HTTP(S)
LDAP(S)
JDBC Spotfire Application Data Services
Spotfire Server
Spotfire Database
Spotfire Automation Services
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Authentication and User Directory
Data Sources
More Information
TIBCO Spotfire Documentation and User-Related Help

Available from Console Browser User Interface
Available from Administration Manager User Interface
Available from Spotfire Professional Client User Interface
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Identifying Tools
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Course Contents
Overview
Identifying Tools
Administration Manager Library Administration
Providing Access
Information Designer Configuration Console Administration Console Logs and Diagnostics
Creating the Model
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Administration Manager
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Users Tab
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Groups and Licenses Tab
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Getting Help
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Library Administration
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Getting Help
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Information Designer
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Getting Help
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Configuration Console
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Data Source Templates

Set up multiple Data Sources in Information Designer using a Data Source Template with predefined settings Create custom data source templates
Defaults
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Default Join Database

Create temporary tables and join the final result when you run an Information Link
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Getting Help
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Administration Console
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Managing Users Managing Groups
The primary use for the Administration Console is managing deployments. That topic is covered in another course.
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Users and Groups

Edit Users Edit Groups
Note: Most user and group assignments are made through the Administration Manager
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Adding a User
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Adding a User to an Existing Group
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Exploring the Groups Tab

Default groups Group members
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Getting Help
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Information Services Usage Log
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SQL Log
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Getting Help
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Providing Access
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Course Contents
Overview
Identifying Tools
Licenses Permissions
Providing Access
Exercises
Creating the Model
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Licenses
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Licenses
Specify the Functionality a User Gets in the Spotfire Clients Control Many Spotfire Client Features
Enable and disable individual features
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Licenses
Apply Settings
At the group level Through inheritance
Assign in the Administration Manager
This image shows a group license granting access to Web Player and Enterprise Player features only
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Licenses
Create Information Model Administrator
Create Information Link
Open Information Link End-user
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Licenses: Categories
TIBCO Spotfire Web Player
The license for TIBCO Spotfire Web Player. Contains the functionality needed for users to run the TIBCO Spotfire Enterprise Player. It enables features such as Saving files, Opening files from the Library, and Opening linked data. (For technical reasons, it is also needed for users running TIBCO Spotfire Web Player.) The main license for users running the full TIBCO Spotfire client. It is vital that any user that has the TIBCO Spotfire Professional license also gets the TIBCO Spotfire Enterprise Player license. Provides additional calculation tools. Enables users to view and use custom extensions that might be added by developers at your company. Exposes tools and grants permissions to edit database connections for information links. Provides access to the Administration Manager and the Library Administration tool.
TIBCO Spotfire Enterprise Player
TIBCO Spotfire Professional
TIBCO Spotfire Metrics
TIBCO Spotfire Extensions
TIBCO Spotfire Information Modeler TIBCO Spotfire Administrator
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Licenses: Library Administration
A License is Needed to Access the Library Administration Tool
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Permissions
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Permissions
You Usually Set Permissions in the Library Administration Tool

There is a special group for Library Administrators
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Permissions
You Can Also Set Permissions in the Information Designer

This requires Full Control
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Permissions
Permissions are Set at the Folder Level

Permissions
Access
Description
Users can access files but cannot browse the content Users can browse and access files but are not allowed to modify or save them Users can browse and access files, as well as modify existing files and save new files. Users can create new sub-folders also. Users can browse and access files, as well as modify existing files and save new files. Users can create new sub-folders also. Users can change permissions on folder and content
Browse + Access
Browse + Access + Modify
Full Control
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Permissions In Practice
Information Model
Permissions inherited Browse+Access: Acme All Browse+Access+Modify: Acme Sales Full Control: Acme Admin
Sales
Permissions inherited
Analysis Files
Browse+Access: Acme All Full Control: Acme Admin Browse+Access Acme All Browse+Access+Modify: Acme Marketing Full Control: Acme Admin
Acme
Marketing
Information Model
Analysis Files
Full Control: Acme R&D, Acme Admin
R&D
Information Model
Unit A
Analysis Files
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Information Links
Information Links that Include Elements from Multiple Folders Require Read Permissions to ALL Folders Containing those Elements
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Exercises
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Exercise
Exercise 1: Permissions and Licenses

1. Create a user that has licenses only for creating the Information Model 2. Create a user that can create Information Links but cannot create the full Information Model (This user should have access to most features in the Spotfire Professional client) 3. Create a Web Player user that can open Information Links but cannot access the Spotfire Professional client
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Creating the Model
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Course Contents
Overview
Identifying Tools
Data Sources Column Element
Providing Access
Filter Element Procedure Element
Creating the Model
Join Element Information Link Exercises
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Data Sources
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Connection via JDBC
Out of the Box Support for JDBC Data Sources

Oracle Microsoft SQL Server MySQL Spotfire Application Data Services
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Connection via JDBC
Configure Information Services to Access Data from ANSI SQL-92 Compliant Data Sources
Requires JDBC driver
Note:
Certain features of Information Services might not work with all data sources and all JDBC drivers
Procedures Joins Prompting with certain data types
Might need to use JDBC SPI to translate calls to the JDBC driver
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Basic Architecture
TIBCO Spotfire Server

Information Services JDBC SPI
extensions
JDBC Driver
Data Source
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Prerequisites for the Origin Data Source
The Origin Data Source

1. Confirm the database server accepts connections via JDBC 2. Obtain the connection information and store for later use
Hostname Port Database name or SID Username and corresponding password
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Creating a JDBC Data Source
Spotfire Server
1. Ensure the JDBC driver corresponding to the Database Server is in
<install dir>/tomcat/webapps/spotfire/ WEB-INF/lib
2. Enable the Data Source Template using the Spotfire Configuration Console 3. Restart the Spotfire Server from the Configuration Console
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Configuring Data Source Templates

1. Add the JDBC Driver (JAR file) to each Spotfire Server node
<install dir>/tomcat/webapps/spotfire/WEB-INF/lib
2. Open the Spotfire Configuration Console http://<host>:<port>/config 3. Select the Data Source Templates tab 4. Click Edit and Add the desired data source 5. Save changes and restart all Spotfire servers from the Configuration Console
Click
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for help in the Spotfire Configuration Console
Creating a JDBC Data Source
Spotfire Professional Client

Create the Data Source using the Information Designer
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Set Up a Data Source
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Data Sources: Setup
The Data Source Appears under the Data Sources Tab
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Data Sources: Setup
Icons Allow You to Identify Various Items in the Data Source
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Column Element
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Column Element
A Column Element Maps to an Actual Database Column Each Column Element is a Specific Data Type
Integer String Real Date DateTime Time CLOB (character large object) BLOB (binary large object)
Column Elements can have Other Characteristics

Calculated Aggregated Drillable
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Creating a Column Element
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Highlight the column from the data source tree and click Add
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Column Aggregations e.g., AVG(%1) Column Description e.g. Column X averaged
Grouping Setup, Drillable activation Column/Table Property
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Filtering a Column Element
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Column Element Aggregate Functions

Name SUM(%1) AVG(%1) MAX(%1) MIN(%1) COUNT(%1) CORR(%1, %2) COVAR_POP(%1, %2) STDDEV(%1) VAR_POP(%1) VAR_SAMP(%1) VARIANCE(%1) Description Total of all rows in %1 Average of %1 Largest figure in %1 Smallest figure in %1 Number of rows in %1 Coefficient of correlation of %1 and %2 Sample covariance of %1 and %2 Sample Standard Deviation of %1 Population variance in %1 Sample Variance in %1 Variance of %1
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Creating Multiple Column Elements
Much Faster than Mapping each Column No Aggregations, Filtering, or Grouping can be Applied
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Filter Element
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Filter Element
A Filter Removes Rows from the Data before Loading Corresponds to the WHERE Clause in SQL Supports Using the Following Operators
Generally with Text Columns, it is Best to Use = or !=

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Filter Element
Check for Single Quotes Around Text in the Statements To Combine Multiple Conditions, use the AND or OR Operators Filter Elements are Reusable between Queries
%1>20 AND %2<100000 In this case, consider that %1 is an alias for an age column, and %2 is an alias for an income column This filter might represent people over 20 with an income less than $100,000
%1 IS NULL AND %2 + INTERVAL %3 DAY < CURRENT_DATE()
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Creating a Filter Element
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Creating a Filter Element
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Procedure Element
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Procedure Element
Procedure Elements
A set of SQL statements that can be stored in the database You can select pre-made database procedures and configure these to be accessible in Information Links Retrieve or manipulate data when an Information Link is accessed
In Information Designer
You select a database procedure from your available data sources, and define which input parameters that the procedure should prompt for and any potential resulting columns and joins
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Procedure Element
3 Kinds of Procedures
Pre-update procedure Performs an operation on database(s). Does not return any data. Executed before Query procedure Query procedure Returns data Post-update procedure - Performs an operation on database(s). Does not return any data. Executed after Query procedure
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Creating a Procedure Element
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Join Element
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Join Element
Join Elements
Allow temporary tables in data source for better peformance Combine data from two or more tables
Tables are joined via physical columns Joins used when Information Links are retrieved If no direct join is found, Information Services will try to find connecting joins
Key Relationship
A
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Creating a Join Element
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Join Element Conditions
Inner Join
Returns all records in Table 1 with corresponding record in Table 2 using a common key field
Left Outer Join

Rows from table 1 are included in the data even if no matching rows exist in table 2
Right Outer Join

Rows from table 2 are included in the data even if no matching rows exist in table 1
Freehand
Allows you to create more complex join operators using linking tables
The target tables have to be defined
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Join Element Inner Join Example

EmpID 01 02 03 04 Name John Smith Jane Doe Sven Svendon Hannah Erickson Prod_ID 345 456 567 Product Printer Table Chair 01 03 03 EmpID
Employees
Orders
Name
SELECT Employees.Name, Orders.Product FROM Employees INNER JOIN Orders ON Employees.EmpID = Orders.EmpID
Product Printer Table Chair
John Smith Sven Svendon Sven Svendon
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Join Element: Left Outer Join Example

Employees
Orders
Name John Smith

SELECT Employees.Name, Orders.Product FROM Employees LEFT JOIN Orders ON Employees.EmpID = Orders.EmpID
Product Printer
Jane Doe Sven Svendon Sven Svendon Hannah Erickson Table Chair
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Join Element: Right Outer Join Example

Employees
Orders
Name
SELECT Employees.Name, Orders.Product FROM Employees RIGHT JOIN Orders ON Employees.EmpID = Orders.EmpID
Product Printer Table Chair
John Smith Sven Svendon Sven Svendon
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Join Element Freehand Example

Name (C3) John Jane Sven Hannah Number (C4) 1 2 3 4 Name (C1) John Jane Sven Hannah SalaryCat 1 1 2 3 Number (C2) 1 2 3 4 Address Boston Los Angeles Gothenburg Gothenburg
Table 1
Table 2
Name John SalaryCat 1 1 2 3
Table 3
Number 1 2 3 4 Address Boston Los Angeles Gothenburg Gothenburg
%1=%3 AND %4=%2
Jane Sven Hannah
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Join Element Freehand Example
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Information Link
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Creating an Information Link
1.
Select Column, Filter and Procedure Elements
2.
Select Join Elements
3.
Enter descriptions and IL specific filters/prompts
4.
Pivot data or eliminate duplicates Define custom properties to aid in searching
5.
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View and Edit SQL
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Filtering
Hard Filters
Defined under Filters section Saved with the Information Link and cannot be used with other links Specify a range or list of values
Prompts
Defined under Prompts section Prompts user for filter values as each column is retrieved Specify a range, value, single selection or multiple selection Specify whether mandatory or optional
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Hard Filter
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Prompts
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Parameterized Information Links
What
Configure existing analysis files when opened
How
Pass configuration blocks into an Open method call available via the API only
Where
Spotfire Professional and Spotfire Web Player
Why
To provide data or information based on user selections
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Parameterized Information Links
Parameters can be defined in the Information Model and passed in programmatically through the clients Parameters can be set in the following ways
Element Type Column Parameter Column Calculation Aggregate Column Calculation Filter Condition Filter Condition Input Parameter Value Static Filter Edited SQL (all types) Open Session Commands Close Session Commands
Filter Procedure Information Link Data Source
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Parameterized Information Link Example
More details in SP152 TIBCO Spotfire Data Access (to come) SP2xx developer courses address API topics
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Default Information Model
Alternatively, Create the Default Information Model from a Given Data Source
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Exercises
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Exercise
Exercise 2: Create the Model

1. 2. 3. 4. 5. 6. 7. Create the Data Source Create an Information Link Include Information from another table Create another Information Link Create a Filter Create another Information Link from the Filter Create an Information Link using a WHERE clause
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Course Contents
Introduction
Identifying Tools
Import Export
Providing Access
Move Copy Exercises
Creating the Model
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Must Have the Library Administrator License

Must be granted explicitly in the Spotfire Professional client
Full Control of the Library Requires Membership in the Library Administrator group
Exclusive rights to create, delete, and change permissions in top level folders
Useful for Moving Content from Test to Production
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Library Import
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Library Import
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Setting Options for Importing
Import Options
Library Administration tool
Specify whether to include the librarys permissions (set by default) Specify whether to import only selected items or all items (set by default) Determine how to address conflicts with folder names or GUIDs
Automatically assign new names or GUIDs (set by default) Replace an existing folder Keep an existing folder
For an in-depth illustration of conflict resolution, see How Are Conflicts Resolved? in the TIBCO Spotfire Users Guide.
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Importing Considerations
Before: Make a Backup During: No Access to the Library Import Must Be Zip Archives Single Analysis: Shared Disk Location (Configuration Console)
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Library Export
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Library Export
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Setting Export Options
Library Administration Tool

Specify whether to export only selected items or all items (set by default) Specify whether to include the librarys permissions (set by default)
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Considerations
Make Sure that You Export All of the Librarys Dependencies
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Move or Copy Items
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Move or Copy Items
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Considerations for Moving or Copying
Use to Move or Copy Individual Items, Groups of Items, or Folders Between Libraries Review Permissions Before Moving or Copying
For moving, requires Browse + Access + Modify permissions for both source and target folders For copying, requires Browse + Access permissions for the origin and Browse + Access + Modify permissions for the target folder
If you move or copy a folder, you must have this access for it and all of its subfolders
Moved or copied folders retain explicit permissions

If a folder inherits permissions, the inheritance travels to the new parent folder
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Considerations
Make Sure that You Take into Account All Dependencies

Folders or items that replace other folders or items assume the identity of those at the destination References to the destination item or folder continue to work, but references to a moved folder are broken
Determine How to Address Conflicts with Folder Names or GUIDs

For an in-depth illustration of conflict resolution, see How Are Conflicts Resolved? in the TIBCO Spotfire Users Guide.
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Exercises
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Exercise: Information Services Library Administration
Exercise 3: Administer the Library

1. Set permissions so the user created in exercise 2 cannot access the Demo folder 2. Using the Library Administration tool, export the Demo folder 3. Delete the Demo folder and import the exported version from the previous exercise. Make sure you can open the Baseball Information Link in Demo/Information Model/Baseball. Hint: You will need to reconfigure the Data Source in Demo/Information Model/Data Source
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SP311: TIBCO Spotfire Information Services

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SP311 TIBCO Spotfire Information Services

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Concepts and Definitions Roles

Creating the Model

Administering the Library

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Administration Manager Library Administration

Information Designer Configuration Console Administration Console

Creating the Model

Administering the Library

Logs and Diagnostics

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Creating the Model

Administering the Library

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Data Sources Column Element

Filter Element Procedure Element

Creating the Model

Join Element Information Link Exercises

Administering the Library

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Move Copy Exercises

Creating the Model

Administering the Library

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Concepts and Definitions

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Spotfire Server Services

Spotfire Server Provides Four Basic Services:

Library Services Information Services Deployment Services

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End users can:

Access and pivot data from multiple databases simultaneously

Drag-and-Drop, Button Functionality

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The Spotfire Information Model

Designed for user transparency

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With the Information Link, You Can:

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A variety of database systems are supported

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Complete Information Model

The Information Model is Composed of

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Information Model Life Cycle

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Information Model Life Cycle

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Information Model Life Cycle

1. Define the Logical Structure of the Information Model

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