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Tableau Support

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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. On target VM, navigate to the newly downloaded file, open it, accept all defaults during setup/installation.
  4. Paste in the User (e.g CHARLES\tableau_auth) & password (initialization takes quite a while)
  5. 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.
  6. Ensure that the server is back online by logging in on web (e.g. https://tableau01-dev.broadinstitute.org )
  7. (Major upgrade only) Start > Environmental Variables / System variables (Edit and change TABLEAU_BIN to C:\Program Files\Tableau\Tableau Server\#.#\bin) Save & Close.
  8. (Major upgrade only) Restart Windows to force PATH variable to re-source %TABLEAU_BIN%. Confirm updated path using "where tabadmin" command
  9. Test & validate reports on server
  10. 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.
  11. Update the version in the Server Summary table at the top of this page.

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  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. Check the box for Enable SSL for server communication
  7. Click Select File and browse to the new SSL files for each of the three (do not enter a passphrase)
  8. Apply pending changes
  9. Restart Tableau Server to apply changes (may take 20 minutes)
  10. Test web access

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