Installing Tableau Server: Part 1 - Windows Basic Installation Tableau Tutorial
I get asked for server content all the time, so here's a vanilla Tableau Server install on Windows, virtualised on my own PC, with all the gotchas explained as we go.
- From version 2021.4 onwards Tableau Server requires 64GB of RAM, which is why I use 2021.3 for a low-spec virtualised demo; when counting virtual cores you halve the number against Tableau's requirements.
- The identity store choice (local authentication versus Active Directory) cannot be changed after installation without obliterating the server, backing up content and reconfiguring from scratch, so it must be right first time.
- Tableau Services Manager has both a web GUI (at the server name plus :8850) and a TSM command line; the command line offers the most powerful control and the TSM login is the server administrator account, not your Tableau or enterprise login.
- Handy TSM commands include 'tsm status -v' for the verbose state of every process, 'tsm jobs list' to see running jobs, and 'tsm jobs reconnect' to watch a job's live progress.
- Best practice in real organisations is to install Tableau off the operating system disk so OS patches stay separate from the software, and to add database drivers so the server can refresh non-standard data sources.
- Intro and approach0:00
- Finding the right install documentation0:50
- Setting up virtualisation with Hyper-V2:50
- Minimum hardware and RAM requirements4:48
- Enabling virtualisation in BIOS9:04
- Running the Tableau Server installer9:56
- Install location and node choices11:03
- Product activation with server ATR13:20
- Logging into Tableau Services Manager20:01
- Configuring the identity store22:40
- Initialisation and the TSM command line24:17
- Useful TSM commands29:10
0:00Hey, in today's video, we're going to be
0:02installing Tableau Server.
0:03Now I get asked to do this all the time.
0:05More server content, more server content,
0:07more server content.
0:08We're going to be doing it today, and I'm
0:11going to be showing you a vanilla install
0:12onto my PC.
0:14Now, the specs are good enough to run a
0:16basic setup for Tableau Server.
0:18In fact, I've come across organizations who
0:20run their server
0:21on less specs than I'm about to give my
0:23computer today.
0:24But nonetheless, you should bear in mind
0:27that this is purely being done
0:28just to show you the process.
0:30A lot of the things we're going to miss out
0:32just are difficult to set up
0:33unless we're actually in an enterprise
0:35setting.
0:35So we'll try and describe that all the way
0:37through.
0:38But just bear that in mind as we go through
0:40these things.
0:40I'm going to just basically try and give
0:42you an insight into the installation
0:44so you can at least start to see what's
0:46involved
0:46and where the complexity starts to come in.
0:49So let's get stuck in.
0:50OK, so we're here. We're doing a screen
0:52share.
0:53There's a couple of things to explain.
0:55I used to follow a guide called Everybody's
0:57Install Guide,
0:58and this used to be, I think, the go to
1:00resource.
1:00Now, as of 2021.4, a few changes were made
1:04to the Tableau Server install process.
1:06And if you're an admin and you've used this
1:07guide in the past,
1:08you'll notice that if you go to it today,
1:10it's essentially pushing you towards Table
1:13au Online.
1:13Now, Tableau Online has been a big part of
1:15Tableau's growth.
1:16A lot of Tableau Online instances have come
1:18online recently.
1:19And a lot of organizations have gone from
1:22Tableau Server to Tableau Online.
1:24I don't have the exact numbers on this.
1:26In fact, I know a place where I can get the
1:27numbers of people
1:28that were on Tableau Online at a certain
1:30point in time.
1:31I'll try and find that and put it on screen
1:33.
1:33But it used to be actually a really, really
1:36good guide
1:37for getting people to sort of work through
1:39the process.
1:39And if you go to it today, the issue you'll
1:42find is it's actually pointed
1:43to the most recent version of the
1:45documentation.
1:45So what you can actually do is you can go
1:47to the Tableau Help pages.
1:48Now, I get to this very easily.
1:50You go to resources, you go to support and
1:52collect Tableau Help.
1:53It takes you to this page.
1:55Once you're on this page, you can select
1:57the version of Tableau
1:58that you want to use.
1:58And for this video, I'll explain why a
2:01little later on.
2:02I'm going to install 2021.3 and I'm going
2:06to go to Tableau Server on Windows.
2:07This is the variant of Tableau Server that
2:09we're going to install.
2:10You can install it on Linux as well.
2:12And Linux itself has two variants.
2:14So there's actually three variants of Table
2:16au Server
2:16if you're installing it on premise.
2:19And Tableau Online is the managed solution.
2:21Essentially, it's exactly the same, but
2:23Tableau host it on AWS.
2:25So if you go to the Help pages, select your
2:28version,
2:29go to the type of Tableau where you want to
2:32run, open the documentation.
2:34You can actually go to the planning stages
2:37here
2:38and it will actually show you how to work
2:39through that.
2:39So if you go here to plan your deployment,
2:42you'll see that you've got all the basic
2:43guides here as well.
2:44So it's just another way of getting the
2:46same help,
2:47but it's specific for your version.
2:49The next thing I want to explain is my
2:51setup.
2:52So it's a little bit of inception going on
2:54here.
2:54So I have a PC on my desktop.
2:58My desktop, I have a PC full stop and it
3:01has 64 gig of RAM.
3:02It's got 16 physical cores, and that means
3:06it's got 32 threads of compute.
3:07It's an AMD processor
3:09and it's it's actually a PC I use for video
3:12editing and gaming.
3:13And I basically what I've done is I've
3:15created a hard drive on it.
3:16I've partitioned the hard drive and I've
3:18set aside 200 gig for this demo.
3:21And what I've also done on my computers, I
3:24've enabled something
3:25called virtualization. Virtualization is
3:27important
3:27if you're going to be trying to run
3:29specific types of software on your computer
3:32.
3:32And in my case, I'm actually virtualizing
3:35Windows Server on Windows 11.
3:37So let me show you that setup first.
3:40You see that I've got remote desktop.
3:41I'm just basically going to swipe across to
3:44my PC.
3:45So this is now my PC. And when we get there
3:47,
3:47you can see that I already have a virtual
3:49machine running.
3:50And this virtual machine is called Tableau
3:51Server on the name of my computer.
3:53Now, the way I'm actually virtualizing
3:56Windows Server on Windows 11
3:58is because I'm using something called Hyper
4:01-V Manager.
4:01Now, Hyper-V manages a virtualization
4:03technology on Windows.
4:05You can use it on I think it's any pro
4:08version of Windows.
4:09You can essentially use this.
4:10And on there, you can see that I've created
4:12a virtual machine,
4:13which is called Tableau Server.
4:15And the simple thing I've done now, I'll
4:16just show you the exact process I did.
4:18I just went in here, created a new virtual
4:20machine.
4:21I pointed it to the ISO image of the
4:24operating system.
4:26So you can see here, I can give it a name.
4:29I won't actually use this instance.
4:31We'll go to next.
4:32You can give it different generation types.
4:34Now, what I've done here is I've
4:35deliberately selected generation two
4:38because Tableau Server only runs on 64 bit,
4:40so we don't need any of the 32 bit stuff.
4:43I've hit next. I've given it a set amount
4:45of RAM.
4:46Now, what is interesting about this is I
4:48actually tried this installation
4:50with the latest prerelease of Tableau
4:53Server.
4:53That's 2022.2.
4:56I also tried it with 2021.
4:59And the issue there is that it won't
5:02install unless you have 64 gig of RAM.
5:04Now, I have 64 gig of RAM, except for when
5:07the virtualization technologies
5:09goes to request all 64 gig of RAM.
5:11It can't have it all.
5:13And essentially, the Tableau installer
5:15seems to be able to sense
5:16that the virtualization technology is only
5:18virtualizing the memory.
5:20It can kind of see that the virtualization
5:22software doesn't have
5:23all 64 gig of RAM available to it.
5:26So essentially, the installation fails.
5:28I get an error and you're not actually able
5:29to install Tableau Server.
5:31So what I've had to do for this demo, I've
5:33gone back to 21.3,
5:36which is the version that still supported
5:38less than 64 gig of RAM.
5:40As of 21.4, it actually requires more.
5:43And the way I know that if I actually go to
5:45I have so many tabs open here, but let's go
5:48and search Tableau Server
5:50minimum specs.
5:53I can explain this as well.
5:56We've got the minimum hardware requirements
5:57.
5:57And you can see here that look, it says,
5:59look,
5:59the absolute minimum you need is 64 bit, 4
6:01core, 16 gig, 15 gig.
6:03Now, this is this is the right
6:06documentation.
6:07I'm on Tableau Help for Windows.
6:09I'm on the latest version.
6:10It says current in the menu and it says
6:12this is what you can run.
6:13But I don't think this is actually correct,
6:15because if you try and install anything on
6:17less, it just doesn't work.
6:18And so you can see here that this is the
6:20minimum recommended spec
6:22that it actually checks against.
6:23So I have plenty of hard drive space. I've
6:25got 200.
6:25I do have 64 gig, but it's not able to get
6:29more.
6:29And you can see that 32 gig is only going
6:32to be able to work
6:34on versions prior to 21.4.
6:37And that's basically why I'm using 21.3.
6:41For anything above 21.4, you have to have
6:4364 gig.
6:44I actually do have eight cores in the Table
6:47au world.
6:48When you have virtual cores, you're
6:50supposed to half that number.
6:51I think this comes from AWS and the way
6:53that that infrastructure is set up.
6:55But typically that's a recommendation.
6:57So if you're going for eight physical cores
6:59and you're virtualizing
7:00Windows Server, then you're going to be
7:02looking for 16 virtual cores,
7:04at least for this to work.
7:07And yeah, you've got a couple of other bits
7:09and specs here about,
7:10you know, processes, but that's all going
7:12to be fine
7:12because I'm running a pretty up to date
7:14computer.
7:14So that should all be fine.
7:16So let's go back to the virtualization.
7:18Now you can set all this up, configure the
7:20networking
7:20and you can choose the ISO.
7:23And essentially what I've got on my desktop
7:25is a Windows server image.
7:27I give it the ISO.
7:29And once that's done, it boots up the
7:31instance
7:31and we basically have our virtual machine.
7:33So I'll go and cancel that.
7:34That's what's here, Tableau Server.
7:36You can see that it's running.
7:37It's got 40 gig of RAM assigned to it.
7:39So that, you know, that's going to be
7:41plenty for our purposes.
7:42We're not going to have it slow down on us.
7:45And later down the line, when I start doing
7:47things like testing
7:48various technologies on it, it's going to
7:51be absolutely fine.
7:52You can see that it's been running for nine
7:54hours, 40 minutes.
7:55So everything is working great.
7:58I just wanted it to do things like pick up
8:00updates.
8:00In fact, I can see them sort of saying hi
8:02to me over here.
8:03So if I go over here to the little updates,
8:05you can see that
8:06those have all picked up and it's basically
8:08started
8:08doing the kind of things servers will do.
8:10I won't actually do these updates.
8:12I have a funny feeling this might come back
8:14to bite me.
8:14So what I might do is do this later, but I
8:16'm just going to hope that this is OK.
8:18We can do the vanilla install and
8:19everything should work fine.
8:21So that's how I've set this up.
8:23I'm using Hyper-V manager, I'm virtualizing
8:25, virtualizing it,
8:26and I'm using twenty one dot three to show
8:29you this process. OK,
8:30so we're going to minimize that.
8:33I've explained all of that.
8:34You can follow along, by the way, and do
8:35this.
8:36There was a couple of things I had to do,
8:38actually.
8:38That's probably worth mentioning.
8:40If I go to Windows PowerShell admin and I
8:44just hit the plus icon.
8:46Let's see. You can see that I was here
8:47previously.
8:48Let's go to command prompt, actually.
8:51So let's just just do this.
8:53Research CMD command prompt.
8:57Let's run as administrator.
9:00Let's see. Does it have the history?
9:02Doesn't have the history. So that's fine.
9:04One of the issues I had when I was virtual
9:05izing this technology, in fact,
9:07I think I might be doing it in the wrong
9:08place.
9:09So let's do this.
9:10Here we go. I was doing in the wrong place.
9:12So let's go here.
9:14And yeah, when I was virtualizing this, if
9:16you're trying to do this yourself
9:18and you followed my guidelines so far, when
9:20you install Hyper-V manager
9:22and you get everything going,
9:23you do need to go into the BIOS settings of
9:26your motherboard
9:27and enable it to work with virtualization
9:29software.
9:30And the reason I knew this is if you type
9:32this command in,
9:33iBCDEdit and you hit enter, it gives you
9:36all the sort of configurations
9:38for your computer.
9:40And essentially, you want to make sure that
9:41this label here
9:43that I've highlighted, Hypervisor launch
9:45type auto is actually on auto.
9:47And if it still doesn't work, go to
9:49motherboard settings,
9:50enable virtualization and yeah, it should
9:52be good to go.
9:53Anyway, so off topic, let's just go and
9:56install Tableau Server.
9:57So here we are. We're on Windows.
9:59I've downloaded the right version of Table
10:01au Server.
10:03I've got everything set up.
10:04I've also downloaded Google Chrome.
10:06Interestingly, Internet Explorer, which is
10:08what's on Windows Server 2019
10:10is the version I'm running.
10:11Yeah, that's not supported anymore,
10:13actually, because of the security
10:15capability
10:16that they basically stopped updating
10:17Internet Explorer.
10:18And so because of that, Edge and Google
10:21Chrome
10:22are going to be what you need on the
10:23machine.
10:23So download Google Chrome.
10:24That's the one everyone uses and you should
10:26be good to go.
10:26And you can set it as your default browser.
10:28But what I just tend to do is not bother
10:30with that.
10:30And when it tells me that Internet Explorer
10:32is not going to work,
10:33I copy the URL, open it in Google Chrome
10:35and pretty much carry on from there.
10:36So let's start this.
10:38Let's double click the installer for Table
10:40au Server.
10:40I've installed 20, I've grabbed 21.3.9,
10:44which is the last available installer.
10:47The .10 version was pulled for a security
10:49patch, I think.
10:50So that's why that's no longer there.
10:52But we'll just wait for this to run.
10:54And when it runs, you can see that it pops
10:56up this nice little pop up,
10:57asks you to read the license terms and so
10:59on and so forth.
11:01And we can just go ahead and proceed.
11:02Now, in most organizations, what you
11:04typically do
11:05is you don't install Tableau on the
11:07operating system disk.
11:09So you can see here that says C drive.
11:11In most organizations, you don't do this
11:13because what you don't want
11:14is to put the software on the same hard
11:17drive as your operating system.
11:19This means like when you do something like
11:22a patch
11:23or any change to the operating system, you
11:25want to sort of separate
11:26that from your software.
11:28And so that's why you don't do it on the C
11:30drive.
11:30But for this video, I will do on the C
11:32drive
11:32because I haven't got another disk attached
11:34to the virtual machine.
11:35And I've also set a specific disk aside for
11:38this purpose.
11:39So my disk on my computer is only going to
11:43be for this particular server.
11:44And all the virtualization disks are on
11:47that machine.
11:47So we're just going to leave it for C for
11:49now.
11:50But you can go ahead and change it.
11:51Tableau does support installing in non
11:53standard locations.
11:54But you have to bear that in mind every
11:57time you work with it.
11:58So if we just search here, Tableau
12:00server, non standard installation location.
12:07Let's see what comes up.
12:10Yeah, yeah, yeah.
12:11Install path for Tableau server.
12:12You can see here there's a actual there's a
12:15community process.
12:15See if they're asking about it.
12:17So they're they're talking about different
12:19ones.
12:19Here you go.
12:21Move Tableau server to another drive.
12:23There's actually a good thing.
12:25Now, this is for after the installation.
12:27But this talks about moving it and
12:29basically getting it all to work.
12:32What you have to do is obliterate it, take
12:34it back up,
12:35put it somewhere else, essentially, and
12:37then carry on with the installation
12:38as normal.
12:39So there is a little bit of a guide here.
12:40You can figure that out.
12:42But that's pretty much all you need to know
12:44.
12:44So let's go ahead and hit next.
12:45Everything is good.
12:46We're not installing a node.
12:48A node is essentially another server
12:51helping the main server.
12:52That's the way to think of it.
12:54This makes more sense when we get to top
12:55ology a little later on.
12:56Topology is just basically how you've
12:58configured the different processes
13:00to run on the server, the number of
13:03processes and which nodes they run on.
13:05In this case, we're just installing on one
13:07computer.
13:08So this is known as a single node
13:10installation.
13:11So we'll go ahead, create a new Tableau
13:13server installation.
13:14And this is a single node installation.
13:16Now, the next thing we'll get is a product
13:18activation type.
13:19Now, this server ATR is a new feature.
13:23So let's go.
13:24We're going to be opening up a lot of tabs.
13:25So let's go server ATR Tableau.
13:28By the way, I do this all the time.
13:31It's really fascinating.
13:33People ask, how do you come across all this
13:35knowledge?
13:35I just Google the hell out of it.
13:38Right. And it's funny because if you Google
13:40a lot, Google learns your habits
13:42and it learns kind of what you're looking
13:44for.
13:45So when I just type in three phrases,
13:47it's actually very good at giving me what I
13:50want on the first hit.
13:52It's kind of one of those things where I've
13:54seen people
13:54Google the same things as I've Googled, but
13:57it's not giving them the same results
13:58because they've just not got in the habit
14:00of using Google for those things.
14:02So we've got a guide here.
14:04Activate Tableau server using authorization
14:07to run ATR service.
14:08Let's have a read of this so you can use
14:11the server authorization to run
14:12service to activate Tableau server deployed
14:15on premises,
14:16cloud container or virtual environments.
14:19The ATR service achieves this by providing
14:21short term
14:22leases of configurable duration ATR
14:24duration
14:25that ties the license to the device until
14:27product expiration date is met.
14:29ATR handles activation capacity tracking so
14:32that when there is an underlying
14:34hardware change, maximum activation errors
14:37don't occur.
14:37So basically, this is a technology that's
14:40managing licenses.
14:42So things don't get messed up. That's the
14:43way to think of it.
14:44It's a lot better than what used to happen
14:46before,
14:46especially when it came to disaster
14:48recovery, because essentially previously
14:50what happened was if you had like a
14:52disaster recovery event,
14:53you didn't know when the last time the
14:56server had checked for licenses.
14:58And so you had anything between minutes to
15:01hours to solve the problem.
15:04And because you don't know when that check
15:05was happening,
15:06you could end up getting to a position
15:08where your server is now not license.
15:10And then you get into this sort of death
15:11loop where it's just easy
15:12to restore a backup from yesterday than it
15:14is to actually fix the problem.
15:16So that's something to be aware of.
15:19It's a really cool technology.
15:20What I'll probably do is I'll probably do a
15:22video on this specifically.
15:23I've actually talked to the product manager
15:26for this feature as well.
15:27So I know a bit about it, but I think it
15:29deserves its own video
15:30just to explain what it is, how it works
15:32and all these quirks.
15:33You can see here that it's explaining
15:34basically on the ATR duration
15:36and how exactly that works.
15:38Long story short, you have two options when
15:41you activate Tableau here.
15:42So you can either let this service manage
15:44it for you or you can't.
15:47And if you don't, you're kind of
15:49responsible for managing the licenses.
15:50And it's licensing essentially.
15:52It's up to you to activate and activate
15:55licenses.
15:55And in a disaster recovery scenario, you're
15:58kind of responsible
15:59for making sure you're on top of things.
16:01Whereas if you use server ATR, it's a
16:03little bit smarter
16:03at managing this and making sure everything
16:05's taken care of.
16:06So that's that's sort of a high level view
16:08of it.
16:08I don't want to get too bogged down in it.
16:10I'll do a proper video because I know that
16:12explanation wasn't great.
16:13So let's use ATR for product activation.
16:16And what we can do is see the outcome of
16:18this later on.
16:19So let's go ahead and install.
16:21And that's the first part of the install at
16:23this point.
16:24Normally you can go grab maybe a tea or
16:26coffee and come back
16:28because this takes a little bit of time.
16:30And the next step is kind of different.
16:32So what is it doing at the moment?
16:34Well, if I open up the hard drive and let's
16:38just go to the computer
16:39and have a look, what is essentially done,
16:41it's essentially doing
16:43is if you go to the disk and we go to
16:45program files,
16:46we can see it's created a folder called
16:49Tableau.
16:49And you can see you've got different things
16:51here, drivers, connectors.
16:53And if I go into the Tableau server folder,
16:55you'll see that it's basically
16:57creating lots of different folders and
16:58packages on here.
17:00So it's literally going through the job of
17:02putting everything
17:02where it needs to put it.
17:04And so what we'll do is we just make that
17:06window smaller.
17:06And you can see that it's just going
17:08through.
17:08Now, it's important to note that the
17:10version this number here,
17:1220, 21, 3203141214.
17:17This is what will appear in lots of file
17:19names when you generate logs,
17:21when you generate anything, because that's
17:22the exact version number.
17:23When you run some of the scripts like
17:25deleting the whole entire server,
17:27that number will also be used as well.
17:30So it's a number that you'll see a lot.
17:32But the only thing you need to know is that
17:34it just refers
17:35to the Tableau server version.
17:37But for now, all we can do is wait to the
17:40next step
17:41when we start to talk about the processes
17:44and the installation, the actual proper
17:46installation.
17:47This is just basically putting all the
17:49folders in the right place.
17:50If you were doing something like an upgrade
17:52or a backup,
17:53this is another part of the process
17:55that you can actually do whilst the server
17:57is running.
17:58Essentially, what this is doing is just
17:59creating the folder
18:00for the version that you want to run.
18:03And it can do all of this before you
18:04actually carry out the upgrade
18:06or whatever you need to do.
18:07So you can actually sort of run this all
18:09ahead of time
18:10so that when you've got service downtime to
18:12do the upgrade,
18:12everything's already there and you're not
18:14having to sort of mess around
18:15with all of this stuff.
18:16So that's another sort of small tip to be
18:17aware of.
18:18But nonetheless, yeah, we'll just give this
18:20a good bit of time
18:22and there'll be bits where I'll speed it up
18:24or skip ahead.
18:25I won't just leave you watching a progress
18:27bar.
18:28And I don't want to just talk endlessly
18:29without some context on the screen.
18:31So let's come back when this is done and we
18:33'll carry on to the next step.
18:34One thing I thought I'd show you while it's
18:37doing this is this number.
18:38It should have put some files into the
18:40folder.
18:40So if we go back into the folder that we
18:44had open,
18:44we go into C drive program files, Tableau
18:47Tableau server.
18:49Let's go to packages.
18:50As you can see, all the packages relating
18:53to this version
18:53have that number on the end.
18:55So that's what that's what this number is.
18:57If you ever see it and you can see it as a
18:58folder for pretty much each process,
19:00each activity on the server, a process is
19:02essentially a task.
19:03If you think of a server as a server, just
19:07a computer.
19:08And on that computer, you have a bunch of
19:09different tasks.
19:10If I extend the analogy a bit further, let
19:13's take Google.
19:14When you go and search something on Google,
19:16there is a server somewhere which takes
19:18your request.
19:18There's probably another process on that
19:21server that does indexing
19:22and looks at web pages and make sure
19:23everything's in the right place.
19:25There is probably another server at Google
19:28that's responsible for serving videos from
19:30YouTube.
19:30All these servers have different purposes,
19:33and each of those servers
19:34will have smaller processes that do
19:36specific things
19:37for each of those servers.
19:39In Tableau's speak, we have a bunch of
19:41different processes,
19:42and each of them essentially do get a
19:44folder here,
19:45but it's not quite a one to one match.
19:48Some of these folders don't have named
19:50processes that we see.
19:51Some of them are sort of services that we
19:53don't know anything about.
19:55But nonetheless, it puts all these folders
19:56here.
19:57And if you go into each and every one of
19:58them,
19:58there'll be content in there related to
20:00that process.
20:01In perfect timing, I couldn't have time
20:04that better,
20:05that installation that we saw before, the
20:09window's finished
20:09and it's now loaded up Internet Explorer
20:13for the last bit of the installation.
20:14So what I'm going to do is I'm actually
20:15going to copy this.
20:16I'm going to minimize this. I'm going to
20:18open up and in Chrome.
20:19And for the record, anyone can actually
20:22find this URL.
20:23It's essentially just accessing the server.
20:27Now, this is sort of weird to sort of
20:30explain.
20:31So let me say this is a default.
20:32Actually, I said I wouldn't.
20:33And then actually, I'm just going to do
20:35that now.
20:36Save me a lot of hassle.
20:37So the way this is working is essentially
20:39this is the name of the computer.
20:41It's the name of the server.
20:43And so all I'm doing is accessing the
20:44server itself.
20:45Another way to think of this is this is
20:47local host.
20:48Local host is just essentially the web
20:50address for where you currently are,
20:53the computer you're currently on.
20:55And this colon 8850 is a standard thing.
20:58If you add that to any server URL, as long
21:00as you're accessing
21:01the actual server that's running that
50:27system, you should be able to log in.
21:05And this is called the Web Interface for
21:07Tableau Services Manager.
21:08Hence, you can see here, sign in to Tableau
21:11Services Manager
21:12and Tableau Services Manager is essentially
21:14responsible for controlling
21:16and orchestrating, setting up and
21:18organizing server.
21:19Now, if you go in here, you've got
21:21obviously a log in.
21:23And this gets me every single time.
21:26Every single time this gets me.
21:28This is looking for the log in, not your
21:30enterprise log in,
21:31not necessarily the log in for the service
21:34or Tableau itself.
21:35This is looking for the administrator log
21:39in for the server that you're on.
21:41So this can mean two things.
21:44You might be a named administrator on a
21:46bunch of servers.
21:47And in order to be that administrator, you
21:50're added to add an
21:51an administrative group.
21:53So a group of people that have admin access
21:56, administrator access to the server.
21:58If you're one of those people, you could
22:00use whatever log in
22:01you use to administer servers here and it
22:04would log you in.
22:05In my setup, it's slightly different.
22:07I've just created a username and password
22:09for this whole Windows server.
22:11And that is actually what I'm using here.
22:13So you can see that it's already typed in.
22:15So we'll just go ahead and sign in and boom
22:17, we'll go straight in.
22:19So that's basically what it is.
22:20It's not your personal username.
22:22It has to be a username that's specifically
22:26been allowed
22:26to be an administrator on this, which might
22:29mean a run as account on the server.
22:31It might mean your own log in, which is
22:34going to be impersonating
22:35an administrator, which then would also
22:37work.
22:38You just got to bear those in mind.
22:40Now, for this part of the setup, it wants
22:42you to set up a couple of things.
22:44And this is very important because for
22:46something like the identity store,
22:47you can't change this after you've
22:49installed.
22:50If you choose local authentication, you
22:52want Tableau server to manage
22:53the authentication for you.
22:55You can't then change it later on.
22:57The only way to do that is to buy away the
22:59whole thing.
22:59Take it back up.
23:00The only contains your content.
23:02Configure the whole server again, this time
23:05with Active Directory,
23:06whatever else you want to use, and then put
23:08the content back on.
23:09But you have to get this right at
23:11installation.
23:11Super important.
23:13In my case, I just choose local.
23:15And when you choose local, it sort of skips
23:17you down.
23:17And it gives you this sort of nice
23:19explanation on the right as well,
23:20telling you what's what so you can hover
23:21over these.
23:22And it basically gives you that.
23:24I'm going to use NT Authority Network
23:25Service.
23:26This is a standard default.
23:27I'm not going to mess around with this and
23:29the gateway port number,
23:31everything else, I'm just going to leave it
23:32as is.
23:33You've got the option of including samples.
23:35Now, this is an option.
23:37And essentially what this will do is it
23:38will install
23:39the default Tableau server samples.
23:41Now, some people switch this off, but I
23:44reckon leaving it on
23:45because it's a really good way of testing
23:47that the server works,
23:48because it means you've already got a work
23:49book.
23:50You've already got something to go to and
23:51browse to.
23:52And you can always manage who can see these
23:55anyway once you're done.
23:56I also use them as a baseline for testing.
23:58If you want to test a workbook, you can
24:00test it on your desktop
24:01and you can test the sample workbooks on
24:03the server itself.
24:04Check the performance.
24:05And if one is super slow, you know
24:07something is wrong.
24:08So I also use this for benchmarking.
24:10These workbooks are the same for pretty
24:11much everyone.
24:12So it's a good way of testing things as
24:14well.
24:14So let's initialize this and let's get
24:16going.
24:20Once we've initialized, Tableau server sets
24:23off to work
24:24and you kind of see this command line sort
24:26of set up.
24:27But essentially it's basically listing
24:29everything that it's doing.
24:30It's going through, it's running the
24:32installation,
24:32and it's going to go through and try and
24:34check as many things
24:35as it possibly can and then get on with the
24:37job of setting the server up.
24:39Now, this is different from the
24:40installation
24:41because the installation puts a bunch of
24:43files on the computer.
24:44The initialization is making sure that it
24:48takes all those settings
24:49we've just entered and it sets those up and
24:51starts the services
24:53that support Tableau server.
24:54So it's a bit like let's say you buy a car
24:58and you buy a kit car and you get the box
25:01of stuff.
25:02Now, the installation is getting everything
25:04built.
25:04And maybe it's a Lego model. Let's use that
25:06instead.
25:07The installation in the Lego model analogy
25:09is just getting everything out of the box
25:10and building the model.
25:11The initialization is then making sure it
25:14works and everything
25:15is actually going to move and do whatever G
25:17izmo is deciding to do.
25:19So that's that's basically what's going on
25:21here.
25:22And you get a progress bar.
25:24Now, for some people, they want to check
25:26what's going on.
25:27And what Tableau has already done, which I
25:29haven't covered yet,
25:30is that this interface is called Tableau
25:32Services Manager.
25:33This is a GUI.
25:35It's like a graphical user interface for
25:37Tableau Services Manager.
25:38But Tableau Services Manager also has a
25:41command line interface.
25:43Let me just go back to Google and we can
25:46see TSM interface.
25:48Tableau Server. OK.
25:50And if you go to introducing Tableau
25:53Services Manager,
25:54this probably won't have it.
25:56This is a webinar, so unfortunately, let me
25:59down there.
25:59But TSM, according to Tableau Services
26:03Manager Web UI,
26:04you can see this will take you to the Web
26:06UI.
26:07But if we go to the TSM command line
26:09reference,
26:10you'll see that you have a command line
26:12interface as well.
26:13And in order to access that, you can just
26:16go to command prompt and run it.
26:18So let's go ahead and do that.
26:21I don't know why I opened a folder.
26:22I think I was thinking too much about
26:24getting it to it from a folder.
26:26So let's do this. Let's just go command
26:30prompt.
26:30I could do PowerShell and everything works,
26:34but I'm just going to do it here because
26:35this is what's familiar.
26:36OK, so if I go to the administrator here in
26:38command prompt,
26:39let me do it over here below so you can see
26:42the progress bar.
26:43That's I don't know.
26:44There's never going to be a perfect place
26:45for this.
26:45Let's just do it over here.
26:47So let's type in TSM and you hit enter.
26:50What Tableau Server should have done is
26:53would have installed a path
26:54variable that allows you to just type TSM
26:57wherever you are on the server.
26:58And you get this so you can see you get the
27:01command line help guide for TSM.
27:03And one of the things you can do is you can
27:05check the status of the server.
27:06So I like to do that as a very simple way
27:08of making sure that TSM is working.
27:10So TSM status.
27:12And this will tell me the status of the
27:14server.
27:15And this particular request, I've asked for
27:17a very simple status check,
27:19which is just going to tell me, is it
27:20running or not?
27:21You can see status is degraded.
27:23If you want a more verbose one, you can say
27:25TSM status
27:27-V and that's a sort of short acronym for
27:31saying, hey,
27:32tell me the status of the server, but be
27:34detailed.
27:34And it gives you this longer list of items
27:37that essentially
27:39tell you the status of every single process
27:41on the server.
27:43Now, earlier on, remember, I said that
27:44Tableau server had processes.
27:46Well, these are those processes.
27:48So you can see here that we have.
27:50Let's just go through this few items on the
27:52list.
27:52Gateway, we have one.
27:55And the way it counts these processes is
27:58like a computer.
27:59So zero is actually one and one is two.
28:01So you'll see gateway zero gateway number
28:04one is stopped here where we have two.
28:06You'll see V SQL Server zero and V SQL
28:08Server one.
28:09That means V SQL one and two.
28:11So if you want, you can add one to these
28:14numbers
28:14and that will tell you the number of the
28:16process.
28:16But it's always going to start from zero
28:19and you can see a whole list of them.
28:20OK, now, if you're wondering how and how do
28:22you know all these TSM commands?
28:24Well, that's also easy.
28:26If you just search, I'll do it in a new
28:28search TSM Tableau server commands.
28:32Again, TSM command line reference actually
28:36takes to the same page.
28:37And if I go to the commands here on the
28:39right hand side, you'll see a list.
28:41And this list shows you all the things you
28:43can do with TSM.
28:44Now, some of these can be done through the
28:47Web interface, the GUI
28:48that you can see that's essentially what's
28:50running here.
28:51OK, so you can do some of these once it's
28:54up and running.
28:54At the moment, it's initializing.
28:56So we have no configurations whatsoever.
28:58But the most powerful features, the most
29:01powerful control,
29:02the things you can automate, the things you
29:04can sort of script.
29:04Everything is here in the command line
29:06interface.
29:07So if we just go through a few of them,
29:09you could do things like maintenance.
29:11So if I go over into maintenance, you'll
29:13see this includes all the backups,
29:15all the logs, all the cleaning up.
29:17Everything is all here.
29:19OK, if I go back, let's see.
29:22The settings is a good example.
29:23So TSM settings, you can export the
29:25settings and import the settings.
29:26And it goes and grabs a bunch of things
29:29from different places,
29:30and it puts them all into that setup farm.
29:32You can check the topology.
29:34OK, so you can see, hey, look, what's my
29:36current topology?
29:38Show me the list, show me the nodes, and it
29:40'll give you like a list again
29:41all through the command line interface.
29:43So TSM is a pretty powerful thing.
29:46And actually, it's one of those things that
29:48, you know,
29:48there's only these number of commands.
29:50And actually, once you've used Tableau
29:52server for long enough,
29:53you should know what these are.
29:54Some of them just stick because you use
29:56them all the time.
29:56I'm a bit rusty because I haven't used a
29:59server in a really long time.
30:01But nonetheless, this is basically what you
30:03can lean on nearly all the time.
30:05It's not going anywhere.
30:05You're supposed to use the help guide when
30:07working with server.
30:08So you're going to be pretty much good to
30:10go.
30:10So the one I use was TSM status.
30:12You can see here I typed in hyphen V, which
30:14is essentially the same way
30:16of saying, hey, give me this in a verbose
30:18manner.
30:18And it tells you what you'll get back and
30:20what you can expect to see.
30:22And yeah, all the meanings of everything.
30:24So that's how it's how I know what to do
30:26here.
30:27I'm not a genius.
30:27I'm just I'm just spending time in the help
30:30guide trying to help myself.
30:32Now, one of the things you can do whilst
30:34the server is installing.
30:36So let's go back.
30:37It's still running 57 complete.
30:39We haven't got long to do this.
30:40Is this one? This is a command that a
30:42colleague, Ivana,
30:43Ivana is a colleague of mine at the
30:44information lab.
30:45She told me that this exists and I did know
30:47this existed.
30:48So it's another sort of great example of
30:50just getting familiar with these.
30:51Just makes life a lot easier.
30:53So TSM jobs will tell you all the jobs that
30:55are currently running on the server.
30:57So let's go ahead and ask the server.
30:59Hey, TSM jobs list TSM jobs is the command
31:04list is the request.
31:05So let's go hit list.
31:07And what it will do is it will show me the
31:09jobs that the server is doing.
31:10So you can see here, initialize the server
31:13job is running status.
31:14This job is currently running and that's
31:16pretty much it.
31:17It's the first job.
31:18Hence, it's got an idea of zero and it's
31:21pretty much.
31:21Yeah, it's right.
31:22There's not much more to say than that.
31:24You can cancel jobs if there's something
31:26going on and you want to cancel it.
31:27And you can do that reconnect.
31:30What does reconnect do?
31:31Reconnect an asynchronous job to displays
31:33progress.
31:34If no job ID is specified, it reconnects
31:36the last job.
31:37Interesting. So let's just try this.
31:39Let's see. I mean, it's not it's not
31:42actually doing anything.
31:43I don't think it's going to do anything
31:45that rageous.
31:45So let's see what it does.
31:48Here's some jobs reconnect.
31:50See what it does. Reconnecting. Cool.
31:52So oh, nice. So this is really cool.
31:55So what it basically does is it
31:57I think it's basically just giving me a
31:58readout of what I'm saying here.
32:00And it's basically giving me the different
32:02percentages as we go through.
32:04So you can see it says that 72 percent
32:06enabling services needed for server
32:08initialization job ID zero.
32:10Time is 150 minutes.
32:12So basically, if nothing works in two hours
32:15, it's going to stop the whole thing.
32:16So it's waiting for the server to finish.
32:19We're at 73 percent, 73 percent.
32:21So this is pretty much the last step in the
32:23installation.
32:24Everything is pretty much good to go.
32:25I've seen this before, but I didn't realize
32:27this was the command.
32:29And actually, it's updating in real time.
32:30So if you want a more verbose version than
32:33this one,
32:34because here you can see it saying
32:37connecting to the backup restore service.
32:39That's exactly what we're seeing here.
32:41So this is a this is almost an exact read
32:43out of what we're seeing in the command line
32:45.
32:45So it's nice to have it validated in two
32:48places.
32:49That's pretty cool. And yeah, if you're
32:51learning any other job,
32:52you can use this to actually get into the
32:55the live status of the task being asked.
32:59OK, so let's let this run.
33:02Running initialized elastic server.
33:04OK, cool. So it's pretty much ready to go.
33:08We are really at the final stages here and
33:11we should be almost done.
33:13We can log into a server and I can show you
33:14the content.
33:15We can mess around a bit with the topology.
33:17And yeah, that should be should be it done.
33:19So let's go back and let's see what
33:22commands we've done.
33:25Here's some commands. I'm going to leave
33:26this open
33:26because I'm going to need to basically
33:28reference these later
33:29when I edit the video.
33:30So I'll leave them open so I know what
33:33links I've used.
33:34And if I go to install and configure,
33:38this is actually a good thing to go to.
33:40Again, I think I'm in the right version, 21
33:42.3.
33:43So we've got the the little bullet point
33:46list that says everything you need to do.
33:47So before you install minimum hardware
33:49requirements, we did all this install TSM.
33:52We did this activate Tableau. We have not
33:54done this.
33:55I think this is coming up.
33:58So once we've logged in, I think this is
34:00coming up.
34:00Configure the initial node settings we've
34:02done.
34:03We haven't done this.
34:05My computer's fans have really kicked on.
34:07So I think something is definitely
34:09something's definitely cooking.
34:11I think it's right at the end.
34:13So that's going to be fun anyway.
34:15Configure initial node settings, add an
34:16administrator account.
34:18So this is basically the step we're on here
34:19.
34:19Add an administrator account is what will
34:22happen next.
34:23Initialize node installation defaults, jump
34:25start installations,
34:26install switches and properties for Tableau
34:29.
34:29Automated installation. These are different
34:32setups.
34:33Then you've got a bunch of post
34:35installation tasks.
34:36So security hardening checklist configuring
34:39SMTP for the emailing capabilities to work.
34:42So Tableau Server can email issues to the
34:44admins or to people to do subscriptions.
34:47Configure server event notification.
34:49Configure the data cache, database drivers.
34:52If you're going to be using your server to
34:53refresh data sources,
34:54well, you're going to need to install
34:56drivers for databases that are non-standard
34:58.
34:58It comes with some of them pre-installed.
35:00I'm not sure actually if they are still
35:01installed.
35:02I think they might have removed it by
35:04default, but essentially it's going to
35:05you're going to want to add those drivers
35:08on.
35:08Let's say you're using a database that's
35:09not standard.
35:10You'll want to install the drivers on the
35:12server so the server itself
35:13can actually connect to those databases
35:15when it's refreshing data.
35:16Server crash reporter and navigate the
35:20admin areas of the web UI.
35:21We will do this move Tableau Server to
35:23another drive.
35:23We could do that, but we don't need to just
35:26yet.
35:26Maybe we'll do that in another video.
35:28Distributed and highly available
35:30installations.
35:31You've got additional things to do.
35:32So we're doing a single node setup when you
35:35're doing multi-node setups.
35:36This is where the distributed and highly
35:38available installations come in.
35:39You can migrate to
35:41other hard drive and upgrades and uninstall
35:45.
35:45So that's all part of the upgrade process.
35:48There's a lot to do there.
35:49Let's go back 89 percent complete and still
35:52initializing the elastic server.
35:54So we'll just give that a bit more time.
35:58I think this just takes a bit of time
36:00because
36:02things are going to be spooling up.
36:05Fans keep sort of spinning on my computer.
36:07I think it's actually being quite
36:09it's actually difficult for me to know
36:13unless I come back out,
36:14get a task manager
36:18and it what should be happening is that the
36:2275 year I'm not surprised here.
36:26What's going on?
36:28So we've got let's go here. Let's go to
36:30this.
36:31OK, so you can see here the memory is
36:33pretty much locked out.
36:35So the 40 gig that I gave it is being
36:37utilized fully.
36:38CPU is working pretty, pretty hard.
36:41It's being asked to do a lot of things.
36:43The disk is being used and this disk is
36:46actually the shared disk.
36:47So I've got several disks on here on disk
36:49zero has three drives on it.
36:52So it's just SSD and essentially I split it
36:54up.
36:55Nothing else is going on there.
36:57Don't know why my GPU is being used.
36:59Maybe because I'm virtualizing a lot of
37:01stuff.
37:01It's just using that.
37:03I never understand sometimes why Windows
37:05uses so much of the GPU.
37:07I mean, 20 percent utilization on my
37:10graphics card.
37:10Not really sure what form.
37:13It's not doing anything.
37:14It's just installing a server technology.
37:16That's that's pretty much it.
37:17So nonetheless, let's go back into full
37:20screen view and wait for it to finish.
37:23OK, so the final bits have been done.
37:27Installation complete.
37:30Very, very final thing.
37:32You'll see it says connecting to this
37:33portal maintenance.
37:34This portal is the thing that gives us the
37:37interface of Tableau service.
37:39So that's what that is.
37:40And we can go ahead and hit continue.
37:42And when we do that, it's going to ask us
37:43to set up the admin account.
37:45So for this one, I'm just going to use
37:47the admin account.
37:50I already have set up and saved my password
37:52.
37:52So we'll call this Tableau Tim as the
37:55display user.
37:55Let's do that.
37:59And for this one, we'll use the same
38:01password and we'll create that account.
38:03There we go. Tableau server installed.
38:08It's working and it's beautiful, right?
38:10So let's go ahead.
38:12We can actually do a couple of things
38:13before we go around the interface.
38:15Notice that the Tableau services manager
38:16has also changed.
38:18So I'll come back to this in a second.
38:19We have our server.
38:21Let's go over here on the left hand side.
38:23If I hit up, it shows me the last run
38:26command.
38:27Instead, what I'm going to do is TSM jobs
38:29list.
38:29Just so you can see that that job, the
38:31first job, job zero completed.
38:34So what you can see here is that it started
38:36at twenty two forty eight.
38:37It's finished at twenty three.
38:39So that took roughly twenty three minutes
38:42to run.
38:42So that's pretty good going, actually.
38:44Actually, no, it took less time than that.
38:46Twenty two forty eight.
38:47That's what? Ten plus three plus two.
38:51What's that? Ten was fifteen minutes to
38:53install server.
38:54OK, it's very vanilla install.
38:57It takes a lot longer for that to to to
38:59install server.
38:59And there's a lot more to do if you're
39:01actually doing this in an enterprise setup.
39:02But if you're just testing everything, you
39:04're just getting going.
39:05This is a great way to do it.
39:06So now that we've done that, I'm going to
39:09minimize this.
39:09We're just going to make this a little bit
39:11larger.
39:11So it'll open up Tableau server.
39:13You'll see this.
39:14And if I go over to the top right hand side
39:16and I go to my account settings,
39:19you can see the here I am Tableau Tim, a
39:21local admin server administrator.
39:23A bunch of things have been done for me.
39:26I'll come back to all of these shortly.
39:28But if I go back to TSM Tableau services
39:31manager, you'll see a couple of things.
39:32I've got a warning telling me that a
39:33license is expiring.
39:35Go to the licensing page for more detail.
39:37So we'll go back to that in a little bit.
39:39But you can see here all those processes
39:41that we saw listed
39:43with the zeros and zero ones.
39:45These are all here.
39:46So the gateway was only one.
39:47So we have a tick on that.
39:49But you saw this QL server was Viscule
39:51server zero and one.
39:52This is what essentially this is.
39:54So you've got the different ports when you
39:56hover over these that tells you,
39:58OK, this is the port that it's running on
40:00for these particular activities.
40:02And if you scroll down, you can see all the
40:04different error states
40:05and statuses that you can you can sort of
40:07see these working on.
40:08If you want to see this update,
40:11you can refresh just to check the status of
40:12your server.
40:13This is quite handy because you can go to
40:15this as an admin
40:16without logging into your server.
40:17And you can check whether the server is
40:18running or working.
40:19If you need to do something very quickly,
40:21you can go over here to the top right.
40:23You can restart or stop the server just
40:24through the web interface.
40:25You can also do this through the command
40:28line.
40:28That tends to be faster.
40:30But that's by the by.
40:32If you go to the maintenance tab,
40:33you can see that you can generate log files
40:35and snapshots here.
40:37So if you get stuck, something goes wrong.
40:39You can go ahead, click this button,
40:41generate a snapshot log file snapshot.
40:44For me, I've only been running the server
40:46for literally a few minutes.
40:47There's going to be nothing in the logs.
40:49The only thing in the logs will be the logs
40:51related to the install.
40:52That's technically what will be in there.
40:54But when you do generate log files,
40:57you have this option to include the Post
40:59gres data.
41:00Now, this is just a dump of the database
41:03that Tableau uses to store information
41:05about Tableau server.
41:06So think of it as like a backup of the Post
41:08gres database.
41:09But it's also quite handy because you can
41:11use it to look and see
41:12what's been happening on the server.
41:14And if you ever have to debug something
41:16with Tableau,
41:17they actually take that dump and they
41:19connect a couple of workbooks to it,
41:21and it immediately allows them to look and
41:22see what your server was doing,
41:24how well it's being utilized, how under or
41:26over resourced it is.
41:27And they can sort of help diagnose what's
41:29maybe causing the issues for you.
41:31I don't really involve crash dumps.
41:33Crash dumps can be huge.
41:35So unless you've been asked to do that, don
41:36't do that.
41:38So, yeah, that's the maintenance area.
41:40You can obviously enable things like the
41:42server,
41:42server crash reporting and the product
41:44usage data.
41:45Totally up to you.
41:46And you've also got the ability here to
41:48upload a technical support case.
41:50I think this is just a button that goes to
41:52a web page.
41:52I'm not sure if it actually physically
41:54uploads it.
41:55So I haven't done this in a while, so maybe
41:56I'm wrong.
41:57Let me know in the comments if you know the
41:59answer.
42:00If we go to configuration, this is where we
42:02really get into the meat of stuff.
42:03So earlier on, remember, I talked about
42:05nodes.
42:06Now here you can see you've got node one,
42:08which is good.
42:08And you've got the name of the computer,
42:10which also matches what we see up here at
42:12the top.
42:13You've got the different processes.
42:15And this is actually where I change this.
42:17If you want to change the mix of all of
42:19these ticks or processes,
42:21you can actually go here and do that.
42:23By default, it's going to give me the
42:25default setup
42:26essentially to match the specs that I have.
42:28It's never going to let you run something
42:30that your server can't handle.
42:32If you do that, it's going to sort of gray
42:34them out.
42:35So you can see here you could change this
42:38one, but it's been grayed out
42:39because you can't run more than what you've
42:41already got.
42:41And this might be because you're running on
42:44a single node.
42:44It might be you want to add more nodes
42:46anyway.
42:46That's all something you can change.
42:48If you want to add more of these, you can
42:50just go in here and tick
42:51the right options.
42:53But you need to know your CPU and your
42:55resources
42:56if you sort of oversubscribe these tasks
42:59and they'll just end up
43:00eating resources and actually lead to worse
43:01performance.
43:03So that's pretty much the topology.
43:05Maybe in another video, we'll break all
43:07these down, go through them in detail,
43:09and you can ask all the questions you want.
43:11If you want to see that, let me know in the
43:12comments as well.
43:13If you were going to add another node,
43:15another one of these machines,
43:16this is where you do it.
43:18You do need this file in order to be able
43:19to do that.
43:20So that's what this bootstrap file is
43:22essentially for.
43:22We go to the security section.
43:25You can see the run as service account.
43:27Again, this is pretty much the account the
43:30Tableau uses to do things.
43:32So when Tableau server does something like
43:34connects to data source
43:35and updates Tableau, all of these things
43:37are done as the run
43:39as service account is actually a really
43:40good guide that I've highlighted here.
43:42And it basically describes what the run as
43:44service account is.
43:45It's essentially a user
43:48that when Tableau server impersonates to do
43:50stuff.
43:51That's pretty common in IT.
43:52You don't have to worry too much about that
43:54.
43:54That's just something to expect.
43:56You want to set up SSL certificates and
43:58repositories,
43:59SSL certificates as well.
44:01You can do all of that here.
44:03If you go to user identity and access, we
44:05set up a local identity access.
44:07So that means Tableau server is going to be
44:09managing it for us.
44:10But you can go in here and change those as
44:12well.
44:12And there's a whole wealth of different
44:15things.
44:15You can even change things like password
44:16policies
44:17and the way trusted authentication works as
44:19well.
44:20Notifications, it's going to want you to
44:23set up an SMTP address.
44:24SMTP is just basically a simple mail
44:26transfer protocol.
44:28I don't know that I'm just reading it
44:29literally off there.
44:31SMTP is basically a mechanism that allows
44:33you to email essentially.
44:35So you give it the address, you give it the
44:37username and password.
44:38You give it a port number.
44:39You give it the impersonation emails.
44:41And what it will do is it will go and use
44:43that username and password
44:44to log in and send emails on your behalf.
44:46Again, another server does this.
44:48Hence, it's called an SMTP server.
44:51Events, you can ask Tableau to notify you
44:53of specific
44:54things that happen on the server and
44:57related to the server.
44:58One of those things is desktop license
45:01reporting.
45:01So essentially when users license on
45:04desktop, you can actually have
45:05the server pick it up from those desktop
45:07instances
45:08so you can see who's using server when they
45:10last use it
45:10and maybe help recirculate some licenses.
45:13OK, and you can also send emails on certain
45:17thresholds
45:17like drive space and a couple of other
45:19alerts.
45:20Last but not least, you've got licensing.
45:22You can see here that my license, this
45:24particular license, expires
45:26on the 24th of June 2022,
45:29and the maintenance ends on the 1st of July
45:322022.
45:33So this is essentially a license I've
45:36graded out,
45:37but essentially just a pre-release license,
45:40essentially.
45:41So I'm just using that purely for testing
45:43purposes.
45:44And that's the way it works.
45:45OK, and if you end up using that for
45:48production,
45:49you'll technically be breaking the
45:50licensing agreement for Tableau.
45:53So you shouldn't do that. Simple as that.
45:55So, yeah, that's everything here.
45:57That's the maintenance status configuration
45:59.
45:59If we go over to the server itself,
46:01this is what you're probably more familiar
46:02with.
46:03This is considered the front end.
46:05This would technically be the nice front
46:08end of the back end.
46:09So lots of terms.
46:10I'm working on an explainer for Tableau
46:12Server and Tableau Online.
46:13It's probably going to be out
46:16early June at best.
46:18So, yeah, it takes a lot of time to sort of
46:21put these things together
46:22and make them really, really good.
46:23So now that we're here, we can go to the
46:25homepage.
46:26We can see you have no content here, but if
46:29we go to the explore,
46:30you can see the samples were installed.
46:32We can open up a visualization
46:35and wait for that to load.
46:37And yeah, I can confidently say we've
46:42installed a Tableau Server and it works.
46:44It's loading up a workbook.
46:46I can even go in and do things like Web
46:48Edit.
46:49It's a fully functioning server ready to go
46:52.
46:52And I can license 25 people in my household
46:55at least
46:55to come in and use this.
46:58So that's pretty fun.
46:59And yeah.
47:01Now, here's where the big ask is, because
47:03with server content,
47:04it's actually quite difficult to
47:07do these videos for two reasons.
47:12Like everything you've just seen there
47:14wouldn't be enough
47:14to cut it in an enterprise setup, but it
47:17maybe feels like you've learned a lot
47:19and it feels like there's been a lot of
47:20value.
47:21And sort of that's that's sort of what we
47:22're trying to do.
47:23We're trying to maybe get you a little bit
47:25closer to the experience
47:26you need to be able to get hands on with
47:28server.
47:28But in order for you to actually learn
47:32something from this
47:32and continue to learn from this, we have to
47:35sort of get closer
47:36to either a real server, multiple nodes and
47:39actually run it on real hardware,
47:41maybe on AWS or maybe in a completely
47:42different setting.
47:44So what I'd really love to know from
47:46everyone watching this video,
47:47if you've made it this far,
47:48you're probably in the top two percent of
47:50people that really care
47:52and probably want to see this more.
47:54So I'd really love to know from you, what
47:56would you like to see related to server?
47:58I could do lots of things.
47:59I could go through all the TSM commands,
48:02maybe do like the basic ones,
48:04the top ten TSM commands you're most likely
48:06to use.
48:06That's a good example.
48:07I could do one on backups.
48:09I could do one on cleaning the server.
48:11I could do one on a whole bunch of things.
48:13What are those topics?
48:14What do you need help with? What do you
48:15want to know more of?
48:17And what do you what do you sort of need
48:19help building confidence in?
48:20Because that's what these videos really are
48:22about,
48:23sort of showing you the process, me just
48:26hopefully talking through them
48:27and trying to break some of these things
48:28down for you.
48:29And hopefully that just generates a little
48:31bit of room for you
48:32to then maneuver into a place where you can
48:34be trusted to start to do this
48:36and learn alongside someone and sort of
48:38hopefully pick it up.
48:39So let me know in the comments below
48:42at some point, probably towards the end of
48:45this year.
48:46I'll try and secure a window of time with
48:49proper
48:49hardware and proper resources to do a
48:51proper install on a server
48:53and we'll probably end up live streaming it
48:55or something like that.
48:56It will be a three or four hour live stream
48:59.
48:59And the whole point of that video will be
49:01to just sort of capture it once,
49:04maybe do one kind of set up and do another
49:07video, do another kind of set up
49:08and then maybe do a third video, do another
49:10kind of set up.
49:11And the idea is to have those hopefully
49:14sponsored in some way,
49:15because servers are not cheap
49:18and the software is also not cheap.
49:20When you're running this installation, you
49:22probably noticed that I had
49:24the evaluation thing here on the bottom
49:27right.
49:27So this is just a this is just a trial,
49:30essentially of doing everything on a trial.
49:32And if you haven't noticed, my windows
49:33actually is not a trial.
49:35I'm actually paid for Windows 11 Pro, but
49:37I'm also testing an insider build of stuff.
49:40I'm just constantly on trials all the time.
49:42So
49:44this stuff is pretty hard to do.
49:45And whilst I don't really need a license
49:47for the operating system,
49:48that I can figure out for myself, we can do
49:51Linux as well.
49:52What is a little bit tricky is getting the
49:55server to work
49:56and getting all the setup correct.
49:59And I think the only thing I need to pay
50:01for is AWS.
50:01So in order to invest the right amount of
50:04time
50:04setting that up, making sure it's a really
50:06worthwhile video.
50:07I really need you guys to be vocal about
50:10what you want to see here
50:11and tell me what's good, what's not good,
50:13what you'd like to see more of.
50:16Thanks for watching.
50:17We'll catch you in the next Tableau Server
50:19video. Take it easy.
50:20[music]
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- In this video, I go through a basic tableau server installation. It’s a long one but hopefully gives some useful insight for anyone looking to gain some exposure to Tableau server rather than Tableau Online where this kind of work is managed for you and deployed on AWS.
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Timestamps.
00:00 Intro
00:50 The install guide we’re following
02:50 My setup
10:36 Run the Tableau server installer
20:02 Sign into TSM - Tableau Services manager
22:42 Setup of the server in TSM
24:17 initialising the server
25:22 Tableau Services manager command-line interface
33:13 Checking the install task list
37:24 Add the administrator to the server
38:13 Installation done & post-installation checks
39:29 Tableau services manager web interface walkthrough
39:44 Checking the server topology
40:31 Generating log files
42:00 Tableau server topology configuration
43:24 TSM security settings
44:04 TSM user identity and access
44:26 Notifications and emails
45:21 TSM licensing page
46:02 Checking workbooks work
47:03 Help steer the next video
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