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  • Deploying Spotfire on Azure

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    This article describes how to deploy Spotfire on Azure using Virtual Machines

    Prerequisites

    Note: You will iterate some of the steps for a production environment that fits your needs to:

    See the Spotfire Server documentation for further information.

    • create a Spotfire Server cluster:
      • add new VM(s) to host additional Spotfire Server(s) [step 4].
      • install and configure Spotfire Server [step 7].
    • add more services:
      • add new VM(s) to host additional node manager server(s) [step 8].
      • configure the node manager [step 9].
      • add and configure node manager service [step 10].

    Procedure

    To deploy a Spotfire Server on Azure, complete the following steps.

    • An Azure subscription.
    • A Spotfire Server installation kit.

    Create a Resource group

    1. From the Microsoft Azure dashboard, under Navigate, click Resource groups.
    2. In Resource groups, click Add.
    3. Under Project details > Subscription, provide a Resource group name.
    4. Under Resource details, select a Region that is suitable for you and your customers. 

      Note: You must use this same region for all location or region settings.

      image14_9.png.37307ba8fde8b5ae1fd1a208fe9f083d.png

    5. Click Review + create.

        The information you provide is validated.

    6. Click Create, or to change or correct the entries, click Previous.

         When you click Create, you receive a notification that the resource group has been created.

    7. Click Go to resource group.

         (Alternatively, you can pin it to the dashboard for quick access.)

     

    Create a virtual network to host the Spotfire Server servers

    • image5_10.thumb.png.42cfc3c0639f66089cb7eaace3a02a56.png

    Create and configure a new Virtual Machine to host the Spotfire Server

    Enable remote access from your IP address to the Spotfire Server

    4. Click Add, and then return to your Resource group and select your Spotfire Server Virtual Machine.

    5. From the menu bar, click Connect.

    image15_9.png.894de3f3457c69d5385a04c66abe2968.png

    6. In the Connect to virtual machine panel, do one of the following.

    Setting up Spotfire Database 

    Follow the corresponding article for the setting up the Spotfire Database in the Azure Database of your choice:

    Install and configure Spotfire Server

    Create and configure a new Virtual Machine to host the node manager

    Install and configure the node manager

    Add node manager services

    For information about adding node manager services, see the Spotfire Server documentation.

    1. From the resource group you created, click Add.

      image6_9.png.544e26087c50572f57ce92bc49ac96e6.png

    2. Click Networking > Virtual Network.

      (or type Virtual Network in the search box.)

    3. Provide a Name for the virtual network.
    4. Make sure you select the correct entry under Location.
    5. Click Create. 

      Deployment succeeded is displayed.

    6. Return to your Resource group, and then click Add.
    7. Click Windows Server 2016 Datacenter.
    8. On the Basics tab, provide a Virtual machine name. Make sure you select the correct entry under Region.
    9. Set Size according to your needs. For a standard Spotfire Server deployment, the recommended selection is Standard DS2 v2 (2 vcpus, 7 GiB memory). For additional recommendations on sizing your virtual machine, review Spotfire System Requirements at https://spotfi.re/sr.
    10. Create an administrator Username and Password.

      image25_3.thumb.png.391c3cc43efce012f44c1f4e8aea4365.png

    11. Allow the following public inbound ports:

      HTTP (80)

      HTTPS (443)

      image26_3.png.e78adf5f36ad3e217a968d6d248af51b.png

    12. Click the Disks tab.
    13. Check the Disk options and configure according to your needs.

      image12_8.thumb.png.241d7a45cb145028197538414a0fd291.png

    14. Verify networking is set with correct values.

      image20_8.thumb.png.7d970e96831541b749c157ec3575c5e0.png

    15. Review the settings on the Management and Advanced tabs.
    16. On the Tags tab, specify a tag display name.

      image1_15.png.3c2aa6af023fecd6fd86d33c4f917b85.png

    17. Click Review + create, and then click Create.
    18. Return to your Resource group, and select your server's Network Security Group. 

      (<virtual-machine-name>-nsg) 

    19. Select Inbound security rules.

      image10_10.png.c5e5cef254e41f99043194882a46e855.png

    20. Click Add to Add inbound security rule, and set the following options.

       

      Option Setting
      Source IP Addresses
      Source IP addresses/CIDR ranges <addresses>
      Source port ranges *
      Destination Any
      Destination port ranges 3389
      Protocol TCP
      Action Allow
      Priority 340
      Name <provide a name>
    • Click Download RDP File.
    • Open your Remote Desktop Client and provide the connection information. Connect using the username and password specified when you created the virtual machine:

       

         Username:  <ipaddress><specified username>

       

         Password:  <specified password>

     

     

     

     

    Install and configure Spotfire Server

    1. From the <Spotfire Server installation kit> directory, copy the file setup-win64.exe to the VM.
    2. Run the installer, following the instructions in the quick start guide. 
    3. After installation is complete, launch the configuration tool.
    4. Create a bootstrap:

      image4_9.thumb.png.9789ed09ba2e3610d4cb7d637e327bd0.png

      • For Hostname, provide the value you noted from Show database connection strings.
      • For Identifier, provide the value you noted from Show database connection strings.
      • For Username and Password, provide the values you set for server database user in the SQL Server Management Studio.
    5. Test your connection to ensure all values are valid.
    6. Save the default bootstrap file.
    7. On the Administration tab, create a user and promote that user to administrator.
    8. From the Start menu, open the Services control panel.
    9. Start the Spotfire Server service.
    10. From the Start menu, open the Control Panel.
    11. Open System and Security > Windows Firewall > Advanced settings.
    12. Add a new inbound rule, opening port 80 and the private inbound ports 9080 and 9443.

      image13_8.png.228bf6ee351567d9fd2994fb5c195bc4.png

       

      image18_8.png.77f332fed897beb299a7856eb16ef05a.png

       

      image9_6.png.8133140ac8478bf530de9be135bb7403.png

       

      image11_13.png.64871b74154d01d00cdde22af8c40d76.png

       

      image3_13.png.e19121d26cc9199fb3987279501ca914.png

    13. Verify your installation by opening a web browser, and then log into Spotfire Server, using the public IP address for your VM.

     

    Create and configure a new Virtual Machine to host the node manager

     

    1. Return to your Resource group, and then click Add.
    2. Click Windows Server 2016 Datacenter.
    3. On the Basics tab, provide a Virtual machine name. Make sure you select the correct entry under Region.
    4. Set Size according to your needs. For a standard node manager deployment, the recommended selection is Standard DS2 v2 (2 vcpus, 7 GiB memory). For additional recommendations on sizing your virtual machine, review the Spotfire System Requirements at https://spotfi.re/sr.
    5. Create an administrator Username and Password.

      image21_8.png.fd0ff412d896eb846dbfb18ebba01240.png

    6. Disallow public inbound ports.

      image24_9.png.de17a8542f3ec5d331545857af90354d.png

    7. Click the Disks tab.
    8. Check the disk options and configure according to your needs.
    9. Verify that networking is set with correct values.
    10. Review the settings on the Management and Advanced tabs.
    11. On the Tags tab, specify a tag display name.
    12. Click Review + create, and wait for the machine to be created.
    13. Add your IP for inbound access on 3389 to the new VM's network security group.
    14. Open Remote Desktop and connect to the node manager VM.

    Install and configure the node manager

    1. From the <Spotfire server installation kit> directory, copy the file nm-setup.exe to the VM.
    2. Run the installer.
    3. For supervisor, enter the name of the Spotfire Server VM you created.  
    4. From the Start menu, open the Control Panel.
    5. Open System and Security > Windows Firewall > Advanced settings.
    6. Click Inbound Rules, and then click New Rule.
    7. Under Rule Type, click Port, and then click Next.
    8. Allow inbound access on ports 9080 and 9443 to enable communication with Spotfire Server, and on 9501-9502 for service communication.

      image27_3.png.aac8a9d25261cf7b9cb34241c04e4d8b.png

    9. Click Outbound Rules, and then click New Rule.
    10. Under Rule Type, click Port, and then click Next.
    11. Allow outbound access on ports 9080 and 9443 to enable communication with Spotfire Server.
    12. Click through the settings, provide a name, and save your changes.
    13. Open Control Panel > System and Security > Administrative Tools > Services. 
    14. Find the Spotfire node manager service, and then click Start. 
    15. On your computer, open a browser and navigate to the Spotfire administration dashboard.
    16. Click Nodes & Services > Untrusted nodes.
    17. Under Untrusted nodes, select the check box next to the new node manager, and then click Trust nodes.
    18. In the Trust node dialog box, click Trust.  

      Result: After a pause, the new node appears on the Your network page when you select the Nodes view.

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