### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/groups Guides for installing and configuring Tableau Server with different architectures, including external PostgreSQL repositories and independent gateways. Covers initial setup, re-configuration, and specific module configurations like authentication and TLS. ```documentation Install Tableau Server with External PostgreSQL Repository Re-Configure Tableau Server Repository Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL Upgrading your RDS Instance Workload Management through Node Roles Install Tableau Server with Independent Gateway Configure Authentication Module with Independent Gateway Configure TLS on Independent Gateway Upgrade Tableau Server Independent Gateway Uninstall Tableau Server Independent Gateway Install Switches and Properties for Tableau Server Independent Gateway Tableau Server Backgrounder Resource Limits ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/archive Guides for installing and configuring Tableau Server with different repository options and gateway setups. Covers PostgreSQL integration, independent gateways, and related settings. ```APIDOC Install Tableau Server with External PostgreSQL Repository Re-Configure Tableau Server Repository Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL Install Tableau Server with Independent Gateway Configure Authentication Module with Independent Gateway Configure TLS on Independent Gateway Upgrade Tableau Server Independent Gateway Uninstall Tableau Server Independent Gateway Install Switches and Properties for Tableau Server Independent Gateway ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/sign_in_tsm Covers the initial installation of Tableau Server, including activation, product key operations, configuration file examples, adding administrators, and jump-start installations. It also details automated installation and installation in air-gapped environments. ```APIDOC Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations when using a forward proxy. Configuration File Example: - Basic Product Data: - Example of a basic product data configuration. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets initial node installation defaults. Jump-start Installation - Performs a quick installation of Tableau Server. Install Switches and Properties for Tableau Server - Lists available installation switches and properties for Tableau Server. Automated Installation - Details on how to perform automated installations. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Instructions for installing Tableau Server in an environment without internet access. Clone Tableau Server - Steps to clone an existing Tableau Server installation. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/config_file_example Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server PostgreSQL Setup Source: https://help.tableau.com/current/server/en-us/formatting_specific_numbers Guides for setting up and configuring PostgreSQL as an external repository for Tableau Server, including installation, re-configuration, and upgrading with external repositories. ```Markdown * Create a PostgreSQL DB Instance on AWS Relational Database Service (RDS) * Create a Azure Database PostgreSQL Instance on Azure * Create a PostgreSQL Instance on Google Cloud * Create a PostgreSQL Database as a Stand-alone Installation * Install Tableau Server with External PostgreSQL Repository * Re-Configure Tableau Server Repository * Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL * Upgrading your RDS Instance ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/cmt-scripting_migration_example Details on installing Tableau Server on Windows, including prerequisites, hardware requirements, activation, and initial setup. Covers both single-server and distributed installations. ```Documentation Before you install... Disk Requirements Recommended Baseline Configurations Data Access with the Run As Service Account Configure Data Source Connection Settings Change the Run As Service Account Verify Folder Permissions Verify Registry Permissions Verify the Local Security Policy Verify Tableau Service Settings Revoke Run As Service Account Permissions Identity Store User Management in Deployments with External Identity Stores Domain Trust Requirements Communicating with the Internet Configuring Proxies for Tableau Server Minimum Hardware Requirements and Recommendations Install TSM Activate Tableau Server Using the Authorization-To-Run (ATR) Service Activate Tableau Offline Configure Product Key Operations with Forward Proxy Configuration File Example Basic Product Data Add an Administrator Account Initial Node Installation Defaults Jump-start Installation Install Switches and Properties for Tableau Server Automated Installation Install Tableau Server in a Disconnected (Air-Gapped) Environment Clone Tableau Server Security Hardening Checklist Configure SMTP Setup Configure Server Event Notification Configure Data Cache Database Drivers Tableau Server Pre-Flight Check Configure Server Crash Reporter Navigate the Admin Areas of the Web UI Move Tableau Server to Another Drive Distributed Requirements Distributed Installation Recommendations Install and Configure Additional Nodes Database Drivers Example: Install and Configure a Three-Node HA Cluster Add a Load Balancer Deploy Coordination Service Ensemble Configure Client File Service Repository Failover Recover from an Initial Node Failure Recover from a Node Failure Configure Nodes Workload Management through Node Roles Install Server on a Two-Node Cluster Restart Multi-Node Tableau Server Computers Move the Repository Process Move the File Store Process Move the Messaging Service Process Remove a Node Configure Coordination Service-Only Nodes Add a Load Balancer ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview_backgrounder_upgrade_thumbnails Details on installing Tableau Server, including prerequisites, hardware requirements, automated installation, and configuration file examples. Covers initial node installation, switches, and properties for Tableau Server. ```APIDOC Install TSM - Installs Tableau Services Manager. Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations when using a forward proxy. Configuration File Example - Provides an example of a configuration file. - Basic Product Data - Specifies basic product data. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets the default configurations for the initial node installation. Jump-start Installation - Provides a quick installation method. Install Switches and Properties for Tableau Server - Lists available installation switches and properties for Tableau Server. Automated Installation - Details on how to perform an automated installation. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Instructions for installing Tableau Server in an environment without internet access. Clone Tableau Server - Steps to clone an existing Tableau Server installation. ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview_space Guides for installing and configuring Tableau Server with different architectures like external PostgreSQL repositories and independent gateways. Includes steps for authentication module configuration and TLS setup. ```APIDOC Install Tableau Server with External PostgreSQL Repository Re-Configure Tableau Server Repository Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL Upgrade your RDS Instance Install Tableau Server with Independent Gateway Configure Authentication Module with Independent Gateway Configure TLS on Independent Gateway Upgrade Tableau Server Independent Gateway Uninstall Tableau Server Independent Gateway Install Switches and Properties for Tableau Server Independent Gateway ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/explain_data_enable Guides on using the Tableau Content Migration Tool for migrating sites, projects, workbooks, and data sources. Includes installation, use cases, migration limitations, planning, and scripting examples. ```documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/server_process_data-server Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/config_kerberos Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview_users_all Details on installing Tableau Server, including prerequisites, hardware requirements, activation, automated installation, and configuration file examples. Covers both single-node and distributed installations. ```APIDOC Install TSM - Installs Tableau Services Manager. Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations when using a forward proxy. Configuration File Example: - Basic Product Data - Example of a basic product data configuration. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets default configurations for the initial node. Jump-start Installation - Performs a quick installation of Tableau Server. Install Switches and Properties for Tableau Server - Lists available installation switches and properties. Automated Installation - Guides for automating Tableau Server installation. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Instructions for installing Tableau Server in an environment without internet access. Clone Tableau Server - Steps to clone an existing Tableau Server installation. Security Hardening Checklist - A checklist for securing Tableau Server. Configure SMTP Setup - Configures email notifications via SMTP. Configure Server Event Notification - Sets up server event notifications. Configure Data Cache - Configures the data cache settings. Database Drivers - Information on required database drivers. Tableau Server Pre-Flight Check - Performs a pre-installation check. Configure Server Crash Reporter - Configures the server crash reporter. Navigate the Admin Areas of the Web UI - Guidance on navigating Tableau Server's administrative web interface. Move Tableau Server to Another Drive - Instructions for moving Tableau Server files to a different drive. ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview_backgrnd_nonextract Details on installing Tableau Server, including hardware requirements, activation procedures, automated installations, and configuration file examples. Covers both single-node and distributed installations, as well as cloning and disconnected environments. ```APIDOC Install TSM - Installs Tableau Services Manager. Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations when using a forward proxy. Configuration File Example - Provides an example of a configuration file. - Basic Product Data - Contains basic product data. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets default configurations for the initial node. Jump-start Installation - Performs a quick installation of Tableau Server. Install Switches and Properties for Tableau Server - Lists available installation switches and properties. Automated Installation - Guides through automating the Tableau Server installation process. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Instructions for installing Tableau Server in an environment without internet access. Clone Tableau Server - Steps to clone an existing Tableau Server installation. Security Hardening Checklist - A checklist for securing Tableau Server. Configure SMTP Setup - Configures the SMTP server for email notifications. Configure Server Event Notification - Sets up server event notifications. Configure Data Cache - Configures the data cache settings. Database Drivers - Information on required database drivers. Tableau Server Pre-Flight Check - Performs a pre-installation check for Tableau Server. Configure Server Crash Reporter - Configures the server crash reporter. Navigate the Admin Areas of the Web UI - Explains how to navigate the administrative sections of the web interface. Move Tableau Server to Another Drive - Instructions for moving Tableau Server to a different drive. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/devices_connected_credentials Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview_postgres Details on installing Tableau Server, including minimum hardware requirements, activation procedures, configuration file examples, and automated installation options. Covers both single-node and distributed installations, as well as air-gapped environments. ```APIDOC Install Tableau Server: - Minimum Hardware Requirements and Recommendations - Install TSM - Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activate Tableau Offline - Configure Product Key Operations with Forward Proxy - Configuration File Example: - Basic Product Data - Add an Administrator Account - Initial Node Installation Defaults - Jump-start Installation - Install Switches and Properties for Tableau Server - Automated Installation - Install Tableau Server in a Disconnected (Air-Gapped) Environment - Clone Tableau Server ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview Details on installing Tableau Server, including prerequisites, configuration files, activation, and initial setup for single-node and distributed environments. ```APIDOC Install TSM - Installs Tableau Services Manager. Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the online ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations to work with a forward proxy. Configuration File Example - Provides an example of a configuration file for Tableau Server. - Basic Product Data: Specifies basic product data in the configuration. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets default configurations for the initial node installation. Jump-start Installation - Provides a quick installation method for Tableau Server. Install Switches and Properties for Tableau Server - Lists available command-line switches and properties for Tableau Server installation. Automated Installation - Describes how to perform an automated installation of Tableau Server. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Guides on installing Tableau Server in an environment without internet access. Clone Tableau Server - Instructions for cloning an existing Tableau Server installation. Distributed Requirements - Outlines the requirements for a distributed Tableau Server installation. Distributed Installation Recommendations - Provides recommendations for setting up a distributed Tableau Server. Install and Configure Additional Nodes - Details on adding and configuring new nodes in a distributed Tableau Server environment. Example: Install and Configure a Three-Node HA Cluster - A step-by-step example for setting up a highly available three-node cluster. Add a Load Balancer - Instructions for adding a load balancer to a distributed Tableau Server deployment. Deploy Coordination Service Ensemble - Steps for deploying a coordination service ensemble for distributed environments. Configure Client File Service - Configures the client file service for Tableau Server. Repository Failover - Information on setting up repository failover for high availability. Recover from an Initial Node Failure - Procedures for recovering Tableau Server after an initial node failure. Recover from a Node Failure - Steps to recover Tableau Server when a node fails. Configure Nodes - General configuration settings for Tableau Server nodes. Workload Management through Node Roles - How to manage workloads by assigning roles to nodes. Install Server on a Two-Node Cluster - Guide for installing Tableau Server on a two-node cluster. Restart Multi-Node Tableau Server Computers - Instructions for restarting all nodes in a multi-node Tableau Server setup. Move the Repository Process - How to move the repository process to a different location. Move the File Store Process - How to move the file store process. Move the Messaging Service Process - How to move the messaging service process. Remove a Node - Steps for removing a node from a distributed Tableau Server. Configure Coordination Service-Only Nodes - Configuration for nodes dedicated to the coordination service. Add a Load Balancer - Instructions for adding a load balancer to a distributed Tableau Server deployment. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/entity_library Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/runas_svc Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/config_cache Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/capacity_add Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/cmt-logfiles Covers the initial setup of Tableau Server, including hardware requirements, TSM installation, activation, and basic configuration. It also details automated and disconnected environment installations, cloning, and security hardening. ```APIDOC Install TSM - Installs Tableau Services Manager. Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations when using a forward proxy. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets default configurations for the initial node installation. Jump-start Installation - Provides a quick installation method for Tableau Server. Install Switches and Properties for Tableau Server - Lists available command-line switches and properties for installation. Automated Installation - Details how to perform an automated installation of Tableau Server. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Guides through installing Tableau Server in an environment without internet access. Clone Tableau Server - Explains the process of cloning an existing Tableau Server installation. Security Hardening Checklist - Provides a checklist for securing Tableau Server. Configure SMTP Setup - Configures email notification settings for Tableau Server. Configure Server Event Notification - Sets up notifications for server events. Configure Data Cache - Configures the data cache settings for performance optimization. Database Drivers - Information on installing and configuring database drivers for Tableau Server. Tableau Server Pre-Flight Check - Performs a pre-installation check for Tableau Server. Configure Server Crash Reporter - Configures the server crash reporter for debugging. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/groups Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/adminview_user Details on installing Tableau Server, including hardware requirements, activation procedures, automated installations, and configuration for disconnected environments. Covers initial node setup, switches, and properties. ```APIDOC Install TSM - Installs Tableau Services Manager. Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activates Tableau Server using the ATR service. Activate Tableau Offline - Activates Tableau Server when offline. Configure Product Key Operations with Forward Proxy - Configures product key operations when using a forward proxy. Configuration File Example - Provides an example of a configuration file. - Basic Product Data - Contains basic product data. Add an Administrator Account - Adds an administrator account to Tableau Server. Initial Node Installation Defaults - Sets initial node installation defaults. Jump-start Installation - Performs a jump-start installation. Install Switches and Properties for Tableau Server - Lists available installation switches and properties for Tableau Server. Automated Installation - Describes how to perform an automated installation. Install Tableau Server in a Disconnected (Air-Gapped) Environment - Guides on installing Tableau Server in an air-gapped environment. Clone Tableau Server - Provides steps to clone an existing Tableau Server installation. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_user Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Example: Install and Configure a Three-Node HA Cluster Source: https://help.tableau.com/current/server/en-us/activate_proxy This guide provides an example of how to install and configure a three-node High Availability (HA) cluster for Tableau Server. It walks through the setup process for a resilient deployment. ```APIDOC Example: Install and Configure a Three-Node HA Cluster: Scenario: Setting up a Tableau Server cluster with three nodes for high availability. Nodes: - Node 1: Controller, Repository, Application Server, Backgrounder, Cache Server - Node 2: Application Server, Backgrounder, Cache Server - Node 3: Application Server, Backgrounder, Cache Server Steps: 1. Prepare the servers with required hardware and software. 2. Install Tableau Server on the first node, configuring it as the initial controller and repository. 3. Add the second and third nodes to the cluster using TSM, specifying their roles. 4. Configure load balancing across the nodes. 5. Perform initial configuration and activation. Considerations: - Ensure network connectivity and appropriate firewall rules between nodes. - Distribute processes across nodes for optimal performance and availability. ``` -------------------------------- ### Tableau Server Configuration File Example Source: https://help.tableau.com/current/server/en-us/entity_kerberos Provides an example of a basic product data configuration file for Tableau Server, illustrating essential settings for initial setup and product activation. ```APIDOC Configuration File Example: Basic Product Data: - productKey: Your Tableau Server product key. - activationMethod: Method for activation (e.g., 'online', 'offline'). - licenseServer: URL of the license server (if applicable). - registrationInfo: - email: Administrator's email address. - company: Company name. - firstName: Administrator's first name. - lastName: Administrator's last name. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_postgres Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_users_recent Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/activate Covers the initial setup and configuration of Tableau Server, including hardware requirements, TSM installation, activation, and basic configuration. ```APIDOC Install and Configure Tableau Server: - Before you install... - Disk Requirements - Recommended Baseline Configurations - Data Access with the Run As Service Account - Configure Data Source Connection Settings - Change the Run As Service Account - Verify Folder Permissions - Verify Registry Permissions - Verify the Local Security Policy - Verify Tableau Service Settings - Revoke Run As Service Account Permissions - Identity Store - User Management in Deployments with External Identity Stores - Domain Trust Requirements - Communicating with the Internet - Configuring Proxies for Tableau Server - Minimum Hardware Requirements and Recommendations - Install TSM - Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activate Tableau Offline - Configure Product Key Operations with Forward Proxy - Configuration File Example - Basic Product Data - Add an Administrator Account - Initial Node Installation Defaults - Jump-start Installation - Install Switches and Properties for Tableau Server - Automated Installation - Install Tableau Server in a Disconnected (Air-Gapped) Environment - Clone Tableau Server ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/config_nodes Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_users_all Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Prep Conductor Setup and Management Source: https://help.tableau.com/current/server/en-us/archive Steps for setting up and managing Tableau Prep Conductor, including initial installation, enabling the conductor, configuring flow settings, scheduling tasks, and managing flows. ```APIDOC Install Tableau Server with Tableau Prep Conductor Enable Tableau Prep Conductor Configure Flow Settings for your Tableau Server Create Schedules for Flow Tasks Safelist Input and Output locations Optional Server Configurations Schedule Flow Tasks Notify Users of Successful Flow Runs Manage a Flow Administrative Views for Flows ``` -------------------------------- ### Single-Server Upgrade -- Run Setup Source: https://help.tableau.com/current/server/en-us/activate_proxy This guide details the process of running the Tableau Server setup executable for a single-server upgrade. It covers the steps to upgrade an existing single-node installation. ```APIDOC Single-Server Upgrade -- Run Setup: Purpose: To upgrade an existing single-node Tableau Server installation to a newer version. Steps: 1. Back up your Tableau Server data and configuration. 2. Download the new version of Tableau Server. 3. Run the Tableau Server installer executable. 4. Follow the on-screen prompts to perform the upgrade. The installer will detect the existing installation and guide you through the upgrade process. 5. After the setup completes, verify the upgrade by checking the server status and logs. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_performance_views Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation Steps Source: https://help.tableau.com/current/server/en-us/Request_access Covers the steps for installing Tableau Server, including installing TSM, activating the server, and initial node installation. ```APIDOC Installation Steps: - Install TSM. - Activate Tableau Server Using the Authorization-To-Run (ATR) Service. - Activate Tableau Offline. - Configure Product Key Operations with Forward Proxy. - Configuration File Example. - Basic Product Data. - Add an Administrator Account. - Initial Node Installation Defaults. - Jump-start Installation. - Install Switches and Properties for Tableau Server. - Automated Installation. - Install Tableau Server in a Disconnected (Air-Gapped) Environment. - Clone Tableau Server. ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/groups_create_ad Details on installing and configuring Tableau Server, including hardware requirements, activation, administrator account setup, and installation switches. Covers both single-node and multi-node deployments, as well as disconnected environments. ```APIDOC Install Tableau Server: - Minimum Hardware Requirements and Recommendations - Install TSM - Activate Tableau Server Using the Authorization-To-Run (ATR) Service - Activate Tableau Offline - Configure Product Key Operations with Forward Proxy - Configuration File Example - Basic Product Data - Add an Administrator Account - Initial Node Installation Defaults - Jump-start Installation - Install Switches and Properties for Tableau Server - Automated Installation - Install Tableau Server in a Disconnected (Air-Gapped) Environment - Clone Tableau Server ``` -------------------------------- ### Tableau Server Configuration File Example Source: https://help.tableau.com/current/server/en-us/entity_wdc Provides an example of a basic product data configuration file for Tableau Server. ```APIDOC Configuration File Example: Basic Product Data: - Specifies essential product information for Tableau Server configuration. ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_backgrounder_upgrade_thumbnails Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_background_task_delay Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_serveract Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server External PostgreSQL Setup Source: https://help.tableau.com/current/server/en-us/portal_dashboard Guides for installing and re-configuring Tableau Server with an external PostgreSQL repository, including upgrading the repository and handling major version upgrades. ```APIDOC Install Tableau Server with External PostgreSQL Repository Re-Configure Tableau Server Repository Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL Upgrading your RDS Instance ``` -------------------------------- ### Tableau Server Configuration File Examples Source: https://help.tableau.com/current/server/en-us/prep_conductor_workspace Provides examples of configuration files used in Tableau Server, including general configuration files, gateway settings, identity store configurations, Kerberos settings, mutual SSL settings, and OpenID settings. ```en Configuration File Example gatewaySettings Entity identityStore Entity kerberosSettings Entity mutualSSLSettings Entity openIDSettings Entity ``` -------------------------------- ### Tableau Content Migration Tool Usage Source: https://help.tableau.com/current/server/en-us/adminview_backgrnd_nonextract Guides for using the Tableau Content Migration Tool, including installation, use cases, migration plans for various assets (sites, workbooks, data sources), and scripting examples. Covers command-line interface and settings. ```Documentation Getting Started with Tableau Content Migration Tool Install Tableau Content Migration Tool Using Tableau Content Migration Tool Tableau Content Migration Tool Use Cases Migration Limitations Migration Plans: Sites Migration Plans: Source Projects Migration Plans: Workbooks Migration Plans: Published Data Sources Migration Plans: Permissions and Ownership Migration Plans: Migration Scripts Migration Plans: Plan Options Migrating Workbooks and Data Sources that use Extracts Migrate Workbooks and Data Sources with Embedded Credentials Example: Scripting Migration Plans Using the Content Migration Tool Command Line Interface Tableau Content Migration Tool Settings Tableau Content Migration Tool Log Files ``` -------------------------------- ### Tableau Server Installation and Configuration Source: https://help.tableau.com/current/server/en-us/cmt-install Details on installing and configuring Tableau Server, including hardware requirements, initial setup, and administrator account creation. Covers both single-node and distributed installations. ```Documentation Minimum Hardware Requirements and Recommendations Install TSM Activate Tableau Server Using the Authorization-To-Run (ATR) Service Activate Tableau Offline Configure Product Key Operations with Forward Proxy Configuration File Example Basic Product Data Add an Administrator Account Initial Node Installation Defaults Jump-start Installation Install Switches and Properties for Tableau Server Automated Installation Install Tableau Server in a Disconnected (Air-Gapped) Environment Clone Tableau Server ``` -------------------------------- ### Tableau Prep Conductor Setup and Configuration Source: https://help.tableau.com/current/server/en-us/cli_security_tsm Step-by-step guide for installing and configuring Tableau Prep Conductor on Tableau Server, including flow settings, scheduling, and notifications. ```APIDOC Tableau Prep Conductor: - Step 1 (New Install): Install Tableau Server with Tableau Prep Conductor - Step 1 (Existing Install): Enable Tableau Prep Conductor - Step 2: Configure Flow Settings - Step 3: Create Schedules for Flow Tasks - Step 4: Safelist Input and Output locations - Step 5: Optional Server Configurations - Schedule Flow Tasks - Notify Users of Successful Flow Runs - Manage a Flow - Administrative Views for Flows ``` -------------------------------- ### Tableau Server Configuration File Examples Source: https://help.tableau.com/current/server/en-us/cmt-getting-started Provides examples of configuration files used in Tableau Server, including general configuration files, gateway settings, identity store configurations, Kerberos settings, mutual SSL settings, and OpenID settings. ```en Configuration File Example gatewaySettings Entity identityStore Entity kerberosSettings Entity mutualSSLSettings Entity openIDSettings Entity ```