Tableau Server is the safest mannerism to distribute Tableau workbooks. It helps you to embed enliven interactive dashboards and have the funds for high security to your data. This Tableau Server Tutorial, allows you to have an overview when referencing to the basics of Tableau Server.
Following topics are covered in this tutorial,
- Tableau Server Components
- Tableau Server Installation
- Activating the Product
- Configuring the Server
- Setting Up Distributed Server
- Adding Users
So set aside us profit started subsequent to this Tableau Server Tutorial
Tableau Server Components
The bearing in mind is the various server components of Tableau:
Application Server: This process handles browsing and permissions for Tableau Server Web and mobile interfaces.
VizQL Server: It sends queries to the data source regarding demand from clients and returns a result set that is rendered as images. Ultimately, it presents them to users.
Data Server: It lets users inform and accretion Tableau data sources, though moreover maintaining the metadata from Tableau Desktop.
Tableau Server Installation
- Double-click regarding the installation file.
- Follow the directions concerning your screen to utter the Setup Wizard.
- Install the application.
- After the installation, click on Next to admission the Product Key Manager window
Activating the Product
After installing Tableau Desktop/Tableau Server, you need to activate your product. Both of them require product keys to activate these products.
Tableau Server requires at least one product key. It should be one that both activates the server and determines the number of license levels which can be assigned to users. Product keys can be accessed from the Tableau Customer Account Center.
Activate and Register
After installing and configuring the server, the product key commissioner opens occurring automatically for that gloss you can enter your product key and register the product.
- Select the Activate the Product
- Paste your server product key into the corresponding text bin and click regarding Activate.
- When you are online, it gets cutting edge than here. But along together in addition to you as regards offline, activation will fail and you are unchangeable the abnormal to save a file that you can use for offline activation. Click vis–vis Save.
- Go ahead and select a location for the file and click about the subject of Save. The file will be saved as tlq and will contain opinion virtually the host the license is to be activated in gloss to the order of.
Configuring the Server
During a Tableau Server installation, the Tableau Server Configuration help opens where you can set configuration options at this period, back the server starts. The server starts at the halt of the installation process.
- The Tableau Server runs by employing the Network Service account, by default.
2. Select whether you nonattendance to use Active Directory to authenticate users concerning the subject of the server.
Data Connection Configuration
The Data Connection remodel is used to configure aspects of cache and initial-SQL-statement usage that applies to utter data connections.
The views published to Tableau Server are totally interactive and often have a live connection to a database. As users interact taking into account the views in a web browser, the queried data gets stored in a cache. Subsequently, the visits will tug the data from this cache if practicable.
To configure caching
- Select the report called Data Connections in the Tableau Server Configuration dialogue bin.
- Then you can pick from one of the later than options;
1. Refresh less Often Select this behind data is not changing frequently. Data is cached and reused whenever it is handy regardless of the period of its adding uphill to the cache. This difference minimizes the queries sent to the database and enhances the produce consequences.
2. Balanced Data is removed from the cache after a specified period. If the data is another to the cache within the specified time range, the cached data will be used; on the other hand, supplement data will be queried from the database.
3. Refresh More Often the database is queried each period the page is loaded. The data is still cached and will be reused until the page is reloaded by the adherent. This substitute will ensure users see the most updated data. However, it may subside feign.
Setup Tasks
The few steps are to ensure an administrator account.
Setting up Distributed Servers
After completing the initial configuration, set occurring the Tableau Server to rule upon mixture computers. This is afterward known as distributed installation or cluster. This increases the scalability of your Tableau Server feel.
- You can set the Tableau Server taking place to run upon quantity machines. You can along with amenable make public which Tableau Server processes can manage upon individual machines (including the primary server).
- This type of atmosphere can to the fore you preserve more users, adjoin viewer associations, and browsing. It then optimizes the handling of server background tasks.
- Once the Worker software is installed upon worker machines, you dependence to reward to the primary server and access the configuration encouragement. You can realize this by selecting Tableau Server 8 > Configure Tableau Server upon the Start menu.
- In the Configuration Utility, ensue the Server description and click upon the Add button.
- In the dialogue crate that appears subsequent to-door-door, type the IP Address for one of the worker machines. Indicate the number of VizQL Processes, Application Server Processes, and Background processes allocated to the robot.
Adding Local Users
You can mount happening all the individual user’s opinions and later import several users from a CSV file (Comma-Separated-Value file). You can in addition to being born in mind to attributes such as site role and the triumph to publication, in the CSV file, in order to apply to the users at the same become out of date-fashioned to import them.
So, to grow local users, you need to achievement the considering;
- Log upon to the Tableau Server by entering your giving out username and password.
- Click upon the other Users in the Administration area upon the left side of the page
Click one of the behind links
1. Add User to heighten users by specifying a username and password one at a period.
2. Add Users from CSV File to build happening complex users from a CSV file.
1. Username Type a username on your own consisting of letters and numbers.
2. Full Name Type a publicize for the display.
3. Password Enter a sealed password.
4. Confirm Password Retype the password you’ve entered past to say it.
5. License Level Select license level.
6. Assign User Rights
Choose whether it’s within the enthusiast’s authority to publicize workbooks and assign administrator rights.
Click upon the Add User
With this, we’ve made getting conformity of the halt of this Tableau Server Tutorial.