Tableau is one of the most widely used data visualization tools across the industry. It is primarily used for business intelligence. In today’s world where organizations have a large amount of data coming from different sources & platforms, it is very important to understand the trends which help businesses to drive strategy and take some important decisions. The data visualization tool plays a key role in that area. In the end-to-end analytics platform Tableau is the most powerful, secure, and flexible platform. Organizations use Tableau to create an impact on the visual views of the data. The basic purpose of this platform is to analyze varieties of structured data & convert it into highly interactive visualizations, dashboards & Stories which the end-user can easily understand and take impulsive decisions useful for the future. It empowers the end-users to get the analysis done quickly, and confidently combine, shape, clean and operationalize their data flow in a creative output which is visually effective.
This article is going to cover step by step guide to install Tableau. Before going into details for installation, it is important to understand the various components of the Tableau software suite. There are six different components of Tableau:
|Key Features||Other Features||Operating System||License|
|Tableau Desktop||Creates dashboards and stories locally||Tableau Personal: limited data sources, non-connectivity to Tableau Server.|
Tableau Professional: Full enterprise capabilities.
|Windows, Mac||Personal: $999|
|Tableau Public||A massive, public, non-commercial Tableau Server||All data published in public||-||Free|
|Tableau Online||Creating Dashboards and stories on the Cloud||Live connections||-||$500 per year|
|Tableau Reader||View dashboards and Sheets locally||Cannot modify workbooks or connect to the server||Windows, Mac||Free|
|Tableau Server||Connect to Data sources and share Dashboards||Users can directly interact with Dashboards via a browser||Windows||Core Licensing|
We are going to cover installation for Tableau Server and Tableau desktop in detail here.
Tableau server can run on a multi-node cluster as well on Virtual machines as well. Here we will be covering installation on a single-node machine.
The minimum hardware requirement for Tableau server(Single node) :
Operating system requirements :
Installation Path: The Tableau server gets installed in the system drives where windows operating system files also exist. If by default, the system drive is the C drive, then the installation path will be as follows:
Some organizations install tableau server on different location as well. We can provide the location different than the system drive by browsing install location which will automatically add \Tableau Server to it and will install the files under it.
Let’s now go to installation for version (2018.2) of Tableau Server.
Step 1: Get the product key of the software using the user id and password that you must have received while purchasing Tableau. Then go to the Customer Portal and get the product key.
Step 2: Get the Admin rights for the computer on which we are installing Tableau software. The developer should be a member of the administrator's group in local users and group management.
Step 3: Get the installation files for Tableau server. We can download installation file by visiting Download Tableau Server-Windows
Step 4: Run the installation files with admin rights, the below screen will come up where you can change the installation drive, by default it will be installed in system drive:
Step 5: Once we click next, the below page will appear where we can choose installation type, in this article we will be covering new Tableau server installation:
Step 6: After we click on the install button, the installation process will be kicked off and once the installation is completed clicking next will start Tableau Service manager. It may take some time to start TSM.
Step 7: Once TSM process gets launched by a setup process, the below screen will come up. We need to log in using the same admin credential which we have used for running installing set up
Step 8: Once we login to TSM, it will ask for a product key to activate the tableau server:
The product key is used to activate both server and setting license type which can be user-based or core-based. It requires an active internet connection but there is an alternative way to activate tableau offline as well. You can read Activate Tableau Offline
Step 9: The next step is configuring the basic settings on the Tableau server after activation and successful registration of product key. We can set how we want to authenticate users either local or active directory, setting under which account tableau server should run, setting default port and whether we want to include sample workbook or not.
Step 10: Setting the authentication type is very critical in the entire set up. By default the authentication type is local. The other option is active directory authentication. If we select an active directory option, then we need to enter a domain name in the fully qualified name and in the NetBIOS section we can enter the domain’s nickname:
Step 11: We can run Tableau server either under NT AUTHORITY\NetworkService or custom service account. We need to provide a domain name with the user name for the custom user account.
Step 12: Setting default port for Tableau server: By default, it takes port number 80 if there is no other application running on the same port. If the port is not available, we need to find out which other application has claimed port number 80. Usually, IIS runs on the same port. IT infrastructure team can help us in getting a new port if 80 is not available:
Step 13: Once we click on the initialize button in step 9, Tableau server will start saving all the configuration settings set in previous steps :
Step 14: Once the initialization gets completed, the below screen will appear and clicking on the continue button will take you to the final step where you need to configure administrator user for running Tableau server:
Step 15: Tableau server set up at last step launches a browser and opens a page where we need to set administrator user for Tableau server. The administrator does take care of all tasks like managing sites, users administration, groups and project management. Even for changing, any configuration setting can be done only by the administrator. In the case of active directory authentication, the administrator must belong to a user in the same directory. For local authentication, we need to provide a username and password. This account is very critical as it provides a single entry point to Tableau server in case of any issue in server.
Step 16: Once we are done with the setting of administrator users, we can log in to the Tableau server using web interface. We can then start publishing the workbook to the server using Tableau desktop.
With the growing demand for Tableau server running on Linux/Ubuntu, it is now supported on Linux as well. In a recent survey, it has been found that 25% new server installation happened on Linux server. Let us now cover the step by step process for installing Tableau Server on Linux :
On RHEL/CentOS we can have below commands sudo yum update sudo yum install tableau-server-<version>.x86_64.rpm On ubuntu we can run below commands sudo apt-get update sudo apt-get -y install gdebi-core sudo gdebi -n tableau-server-<version>_amd64.deb
sudo ./initialize-tsm --accepteula --http_proxy=http://proxy.example.lan:80/ --https_proxy= http://22.214.171.124:443/
In the above example, we can replace hostname proxy .example.lan and IP address 126.96.36.199 with our hostname and IP address.
grep tsmadmin /etc/group - this will list down all users belonging to the tsmadmin group. We can also add the user to a tsmadmin group by running the below command: sudo usermod -G tsmadmin -a <username>. Once we added the user successfully we can run tsm login command.
CentOS and RHEL ,we can download the .rmp and run below command :
Ubuntu need .deb file and below command :
For Mac: Open the Disk image file (.DMG) and double-click the installer package (.PKG) to start the installation.
With this installation, some data sources drivers get automatically installed for seamless integration with different data sources.
If Tableau desktop being used by multiple users then we can repeat all steps except the first one for all users.
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