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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.

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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.
    #tableau #salesforce #analytics #data

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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