Standalone Deployment and Upgrade

This tutorial is a quick start guide describing how to deploy the DolphinDB server standalone and update the server and license file. You can also find solutions to common issues in the FAQ section.

Standalone Deployment on Linux OS

Step 1: Download

  • Official website: DolphinDB
  • Or you can download DolphinDB with a shell command:
wget https://www.dolphindb.com/downloads/DolphinDB_Linux64_V${release}.zip -O dolphindb.zip

${release} refers to the version of DolphinDB server. For example, you can download Linux64 server 2.00.11.3 with the following command:

wget https://www.dolphindb.com/downloads/DolphinDB_Linux64_V2.00.11.3.zip -O dolphindb.zip

To download the ABI or JIT version of DolphinDB server, add "ABI" or "JIT" after the version number (linked with an underscore). For example, you can download Linux64 ABI server 2.00.11.3 with the following command:

wget https://www.dolphindb.com/downloads/DolphinDB_Linux64_V2.00.11.3_ABI.zip -O dolphindb.zip

Download Linux64 JIT server 2.00.11.3 with the following command:

wget https://www.dolphindb.com/downloads/DolphinDB_Linux64_V2.00.11.3_JIT.zip -O dolphindb.zip
  • Then extract the installation package to the specified directory (/path/to/directory):
unzip dolphindb.zip -d </path/to/directory>

Note: The directory name cannot contain any space characters, otherwise the startup of the data node will fail.

Step 2: Update License File

If you have obtained the Enterprise Edition license, use it to replace the following file:

/DolphinDB/server/dolphindb.lic

Otherwise, you can continue to use the community version of DolphinDB, which allows up to 2 nodes, 2 CPU cores and 8 GB RAM per node.

Step 3: Run DolphinDB Server

Navigate to the folder /DolphinDB/server/. The file permissions need to be modified for the first startup. Execute the following shell command:

chmod +x dolphindb
  • Linux console mode:
./dolphindb

The default port number of the system is 8848. To change it (e.g., to 8900), use the following command line:

./dolphindb -localSite localhost:8900:local8900
  • Linux background mode:
sh startSingle.sh

To check whether the node was successfully started, execute the following shell command:

ps aux|grep dolphindb

The following information indicates a successful startup:


SingleNodeValidation

Step 4: Check the Node Status on DolphinDB Web

Enter the deployment server IP address and port number (8848 by default) in the browser to navigate to the DolphinDB Web. The server address (ip:port) used in this tutorial is 10.0.0.82:8848. Below is the web interface.


SingleNodeStatusWeb

Note: If the browser and DolphinDB are not deployed on the same server, you should turn off the firewall or open the corresponding port beforehand.

Standalone Deployment on Windows OS

Step 1: Download

  • Official website: DolphinDB

  • Extract the installation package to the specified directory:

C:\DolphinDB

Note: The directory name cannot contain any space characters, otherwise the startup of the data node will fail. For example, do not extract it to the Program Files folder on Windows.

Step 2: Update License File

If you have obtained the Enterprise Edition license, use it to replace the following file:

C:\DolphinDB\server\dolphindb.lic

Otherwise, you can continue to use the community version of DolphinDB, which allows up to 8GB of memory use for 20 years.

Step 3: Run DolphinDB Server

Navigate to the folder C:\DolphinDB\server:


start_singlenode_win_folder
  • Windows console mode:

Double click to execute dolphindb.exe:


singlenode_win_dbclickddbexe

The default port number of the system is 8848. You can change it by modifying the localSite parameter in config file dolphindb.cfg.

  • Windows background mode:

Double click to execute backgroundSingle.vbs, and check DolphinDB process in your Task Manager.


singlenode_win_backend_vbs

Or you can check the process in Command Prompt with the following command.

tasklist|findstr "dolphindb"

singlenode_win_findstr

Step 4: Check the Node Status on DolphinDB Web

Enter the deployment server IP address and port number (8848 by default) in the browser to navigate into the DolphinDB Web. The server address (ip:port) used in this tutorial is 10.0.0.82:8848. Below is the web interface.


singlenode_win_web_checknode

Note: If the browser and DolphinDB are not deployed on the same server, you should turn off the firewall or open the corresponding port beforehand.

Upgrade DolphinDB Server

Upgrade on Linux

Step 1: Close the Server

Navigate to the folder /DolphinDB/server/clusterDemo to execute the following command:

./stopAllNode.sh

Step 2: Backup the Metadata

The default directory to save the metadata for a standalone mode is:

/DolphinDB/server/local8848/dfsMeta/
/DolphinDB/server/local8848/storage/CHUNK_METADATA/

You can execute the following command to back up the metadata:

mkdir backup
cp -r local8848/dfsMeta/ backup/dfsMeta
cp -r local8848/storage/CHUNK_METADATA/ backup/CHUNK_METADATA

Note: If the backup files are not in the above default directories, check the directories specified by the configuration parameters dfsMetaDir and chunkMetaDir. If the configuration parameters are not modified but the configuration parameter volumes is specified, then you can find the CHUNK_METADATA under the volumes directory.

Step 3: Upgrade
Note: When the server is upgraded to a certain version, the plugin should also be upgraded to the corresponding version.

  • Online Upgrade

Navigate to the folder /DolphinDB/server/clusterDemo to execute the following command:

./upgrade.sh

The following prompt is returned:


singlenode_linux_upgrade_online_tip1

Type "y" and press Enter:


singlenode_linux_upgrade_online_tip2

Type "1" and press Enter:


singlenode_linux_upgrade_online_tip3

Type a version number and press Enter. To upgrade to version 2.00.9.1, for example, enter 2.00.9.1 and press Enter. The following prompt indicates a successful upgrade.


singlenode_linux_upgrade_online_success
  • Offline Upgrade

Download a new version of server package from DolphinDB website

Upload the installation package to /DolphinDB/server/clusterDemo. Take version 2.00.9.1 as an example.


singlenode_linux_upgrade_offline_1

Navigate to the folder /DolphinDB/server/clusterDemo to execute the following command:

./upgrade.sh

The following prompt is returned:


singlenode_linux_upgrade_offline_2

Type "y" and press Enter:


singlenode_linux_upgrade_offline_3

Type "2" and press Enter:


singlenode_linux_upgrade_offline_4

Type a version number and press Enter. To upgrade to version 2.00.9.1, for example, enter 2.00.9.1 and press Enter. The following prompt indicates a successful upgrade.


singlenode_linux_upgrade_offline_5

Step 4: Restart the Server

Navigate to the folder /DolphinDB/server to start the server with the following command:

sh startSingle.sh

Open the web interface and execute the following script to check the current version of DolphinDB.

version()

Upgrade on Windows

Step 1: Close the Server

  • In console mode, close the foreground process.
  • In background mode, close DolphinDB process from Task Manager.

Step 2: Back up the Metadata

The default directory to save the metadata for a standalone mode is:

C:\DolphinDB\server\local8848\dfsMeta\
C:\DolphinDB\DolphinDB\server\local8848\storage\CHUNK_METADATA\

Create a new folder backup under C:\DolphinDB, and copy the following files to it:

  • file dfsMeta under C:\DolphinDB\server\local8848
  • file CHUNK_METADATA under C:\DolphinDB\server\local8848\storage

singlenode_win_upgade_1

Note: If the backup files are not in the above default directories, check the directories specified by the configuration parameters dfsMetaDir and chunkMetaDir. If the configuration parameters are not modified but the configuration parameter volumes is specified, then you can find the CHUNK_METADATA under the volumes directory.

Step 3: Upgrade

  • Download a new version of server package from DolphinDB website
  • Replace the existing server with all files (except dolphindb.cfg and dolphindb.lic) in the current \DolphinDB\server folder.

Note: When the server is upgraded to a certain version, the plugin should also be upgraded to the corresponding version.

Step 4: Restart the Server

Double click to execute dolphindb.exe.

Open the web interface and execute the following script to check the current version of DolphinDB.

version()

Update License File

Step 1: Replace the License File

Replace an existing license file with a new one.

License file path on Linux:

/DolphinDB/server/dolphindb.lic

License file path on Windows:

C:\DolphinDB\server\dolphindb.lic

Step 2: Update License File

  • Online Update

Execute the following script in web interface:

updateLicense()

Note:

  • The client name of the license cannot be changed.
  • The number of nodes, memory size, and the number of CPU cores cannot be smaller than the original license.
  • The update takes effect only on the node where the function is executed. Therefore, in a cluster mode, the function needs to be run on all controllers, agents, data nodes, and compute nodes.
  • The license type must be either commercial (paid) or free.
  • Offline Update

Restart DolphinDB server to complete the updates.

FAQ

Q1: Failed to start the server for the port is occupied by other programs

The default port number of the system is 8848. If you cannot start the server, you can first check the log file dolphindb.log under /DolphinDB/server.

If the following error occurs, it indicates that the specified port is occupied by other programs.

<ERROR> :Failed to bind the socket on port 8848 with error code 98

In such case, you can change to another free port in the config file.

Q2: Failed to access the web interface

Despite the server running and the server address (ip:port) being correct, the web interface remains inaccessible.


singlenode_faq_1

A common reason for the above problem is that the browser and DolphinDB are not deployed on the same server, and a firewall is enabled on the server where DolphinDB is deployed. You can solve this issue by turning off the firewall or by opening the corresponding port.

Q3: Roll back a failed upgrade on Linux

If you cannot start DolphinDB server after upgrade, you can follow steps below to roll back to the previous version.

  • Step 1: Restore Metadata Files

Navigate to the folder /DolphinDB/server to restore metadata files from backup with the following commands:

cp -r backup/dfsMeta/ local8848/dfsMeta
cp -r backup/CHUNK_METADATA/ local8848/storage/CHUNK_METADATA
  • Step 2: Restore Program Files

Download the previous version of server package from the official website. Replace the server that failed to update with all files (except dolphindb.cfg and dolphindb.lic) just downloaded.

Q4: Roll back a failed upgrade on Windows

If you cannot start DolphinDB server after upgrade, you can follow steps below to roll back to the previous version.

  • Step 1: Restore Metadata Files

Use metadata files from folder backup to replace the following files:

file dfsMeta under local8848

file CHUNK_METADATA under local8848/storage

  • Step 2: Restore Program Files

Download the previous version of server package from the official website. Replace the server that failed to update with all files (except dolphindb.cfg and dolphindb.lic) just downloaded.

Q5: Failed to update the license file

Updating the license file online has to meet the requirements listed in Step 2: Update License File.

If not, you can choose to update offline or apply for an Enterprise Edition License.

Q6: Change configuration

For more details on configuration parameters, refer to Configuration.

If you encounter performance problems, you can contact our team on Slack for technical support.