Tableau Server Administrator Guide Version 8.0.x Lastupdated:July19,2013 Before you install... Makesurethecomputeronwhichyou’reinstallingTableauServermeetsthefollowingrequire- ments: Supported operating systems—YoucaninstallTableauServeronWindowsServer l 2003(SP1orhigher),WindowsServer2008,WindowsServer2008R2,Windows Server2012,WindowsVista,Windows7,orWindows8.AlthoughTableauServerper- formswellon32-bitoperatingsystems,64-bitoperatingsystemsarerecommended. YoumayinstallTableauServeronvirtualorphysicalplatforms. Memory,cores,and diskspace—TableauServersystemrequirementsvarybased l onmanyfactors.Thefollowingarerecommendationsbasedonthenumberofuserson theserver: Deployment Type #Server Users CPU RAM Evaluation 1-2 2-core 4GB Small <25 4-core 8GB Medium <100 8-core 32GB Enterprise >100 16-core 32GBormore Administrativeaccount—TheaccountunderwhichyouinstallTableauServermust l havepermissiontoinstallsoftwareandservices. Optional: Run AsAccount—ARunAsUseraccountfortheTableauServerservice l torununderisusefulifyou’reusingNTAuthenticationwithdatasourcesorifyou’replan- ningondoingSQLServerimpersonation.Formoreinformation,seeRunAsUserand SQLServerImpersonation. IIS and port 80—TableauServer'sgatewaylistensonport80,whichisalsousedby l InternetInformationServices(IIS)bydefault.IfyouareinstallingTableauServerona machinethat'salsorunningIIS,youshouldmodifytheTableau'sgatewayportnumber toavoidconflictwithIIS.SeeTCP/IPPortsandEdittheDefaultPortsfordetails. Configuration Information WhenyouinstallandconfigureTableauServeryoumaybeaskedforthefollowinginformation: Your Infor- Option Description mation Server Theservermusthaveauseraccountthattheservicecan Username: Account use.Thedefaultisthebuilt-inWindowsNetworkService Password: account.Ifyouuseaspecificuseraccountyou’llneedthe domainname,username,andpassword. Domain: Active InsteadofusingTableau’sbuilt-inusermanagementsys- ActiveDirec- Directorytem,youcanauthenticatethroughActiveDirectory.Ifso, toryDomain: Your Infor- Option Description mation you’llneedthefully-qualifieddomainname. Open WhenselectedTableauServerwillopentheportusedfor __-Yes portin httprequestsintheWindowsFirewallsoftwaretoallow __-No Windowsothermachinesonyournetworktoaccesstheserver. firewall Ports BydefaultTableauServerrequiresseveralTCP/IPportstobeavailabletotheserver.Seethe topicTCP/IPPortsforthefulllist,includingwhichportsmustbeavailableforallinstallationsvs. distributedinstallationsorfailoverreadyinstallations.Thedefaultportscanbechangedifthere isaconflict.SeeEdittheDefaultPortstolearnhow. Drivers Youmayneedtoinstalladditionaldatabasedrivers.Downloaddriversfromwww.ta- bleausoftware.com/support/drivers. Install and Configure HerearethemainstepsyouneedtotaketoinstallandconfigureTableauServer: Run Server Setup AfteryoudownloadtheTableauServerinstallationfile,followtheinstructionsbelowtoinstall theserver. 1. Double-clicktheinstallationfile. 2. Followtheon-screeninstructionstocompleteSetupandinstalltheapplication. 3. Aftertheinstallationcompletes,clickNexttoopentheProductKeyManagerwindow. IfyouneedtosupportcharactersthatarenottheLatin-1set,installtheWindowsLan- guagePacksviaControlPanel> Regionaland LanguageOptions.Thelanguage packswillneedtobeinstalledontheprimaryserveraswellasanyworkermachines. Activate Tableau TableauServerrequiresatleastoneproductkeythatbothactivatestheserverandspecifies thenumberoflicenselevelsyoucanassigntousers.Youcanaccessyourproductkeysfrom theTableauCustomerAccountCenter.Afterinstallingandconfiguringtheserver,theproduct keymanagerautomaticallyopenssoyoucanenteryourproductkeyandregistertheproduct.If youneedtoactivatetheproductonacomputerthatisoffline,seeActivateTableauOffline. 1. SelectActivateandpastinyourproductkey: 2. Refertothedownloadhelppageonthewebsiteforstep-by-stepinstructions. Activate Tableau Offline Ifyouareworkingofflineyoucanfollowthestepsbelowtocompleteofflineactivation. 1. WhentheproductkeymanageropensclickActivatetheproduct. PasteyourserverproductkeyintothecorrespondingtextboxandclickActivate.You cangetyourproductkeyfromtheCustomerAccountCenteronTableau'swebsite. 2. Whenyouareoffline,activationwillfailandyouaregiventheoptiontosaveafilethat youcanuseforofflineactivation.ClickSave. 3. SelectalocationforthefileandclickSave.Thefileissavedasoffline.tlq. 4. BackinTableauclickExittoclosetheActivationdialogbox.