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Tableau Support

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Upgrading Server (admins)

Consult with lab and BITS to plan upgrade schedule.

Earlier in the day:

1. Create a JIRA ticket for the upgrade (e.g. RPT-3311)
2. Email tableau-admins admins@broadinstitute.org to have them turn off Icinga on the target server for the day. 
3. On any computer, download the latest server version into the tableau-backups directory on Krypton (DL from products download page: http://www.tableau.com/esdalt)
4. Email tableau-users to let them know about downtime. 

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1. On the target server you're going to upgrade, confirm that there are no current users: (e.g. https://tableau-dev.broadinstitute.org/#/server/analysis/ActionsbyRecentUsers)
2. Log in to VM of target server (e.g. tableau-dev).
3. Command prompt: C:\> tabadmin stop
4. In the start menu, Add or Remove Programs, right click on Tableau Server & "uninstall" (this takes a while)
5. On target VM, navigate to the newly downloaded file, open it, accept all defaults during setup/installation.
6. Paste in the User (e.g CHARLES\tableau_auth) & password (initialization takes quite a while)
7. Once it's done (it'll try to launch IE), trash any *.tsbak from C:\ProgramData\Tableau\Tableau Server\ & any tabsvc.bak* from C:\ProgramData\Tableau\Tableau Server\data\ and empty the recycle bin.
8. Ensure that the server is back online by logging in on web (e.g. https://tableau01-dev.broadinstitute.org )
9. (Major upgrade only) Start > Environmental Variables / System variables (Edit and change TABLEAU_BIN to C:\Program Files\Tableau\Tableau Server\#.#\bin) Save & Close.
10. (Major upgrade only) Restart Windows to force PATH variable to re-source %TABLEAU_BIN%. Confirm updated path using "where tabadmin" command
11. Test & validate reports on server, including
12. Test backups & restores from prod to upgraded dev/beta by enabling and running Task Scheduler scripts on VM.  .tsbak files are written to \\kr\Tableau_backups\Database\TABLEAU01-DEV, for example. Disable backups on non-production VMs.  Disable all schedules on tableau-beta server.
13. Update the version in the Server Summary table at the top of this page.

Update SSL certificate on Tableau Server (admins)

Plan for update:

1. Tableau Servers need to be restarted to apply the change. To update production Tableau Server's SSL certs, plan down time with GP lab managers and warn tableau-users
2. Remote Desktop to VM (any admin user login)
3. Make a copy of the .crt and .key files from BITS (C:\Local) in kr\Tableau_backups\Certificates\<create corresponding sub-dir>\  (BITS usually provides a .cer file which just needs to be renamed to .crt)
4. Generate chain file using https://whatsmychaincert.com/ and copy to kr\Tableau_backups\Certificates\
5. Move .cer, .key, and .chained.crt files to wherever TSM expects files to be ( C:\Program Files\Tableau\Tableau Server\SSL )

For the update:

1. Remote Desktop to VM (any admin user login)
2. Open and login to the TSM portal (any admin user login or CHARLES\tableau_auth password in Teams)
3. Click on Configuration tab
4. Go to Security and choose External SSL
5. Click Reset
6. Click Select File and browse to the new SSL files for each of the three (do not enter a passphrase)
7. Apply pending changes
8. Restart Tableau Server to apply changes (may take 20 minutes)
9. Test web access

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