Set Up a New Aternity Dashboard Server

The Dashboard Server displays Aternity's intuitive dashboards using Tableau as its engine. It presents the data from the Aternity Vertica Database Server.

Create the Dashboard Server which contains the Tableau Server and other components

The Dashboard Server must be a separate computer which contains the following components:

  • Tableau Server: Aternity 11.0 requires that your Dashboard Server runs Tableau Server 10.4.9 (using Tomcat 7.0.82, Apache httpd 2.4.33).

    Tableau is the engine which processes the data into intuitive dashboards, as defined by the Aternity dashboard definitions.

  • The Dashboard Gateway acts as the interface between the Dashboard Server and the Aternity Management Server, performing background tasks like preprocessing the data for display in the dashboards, and maintaining logs, audits and cleanup. It must be on the same computer as the Dashboard Server. While it has no user interface of its own, it is crucial to the proper functioning of Aternity.

  • The Aternity dashboard definitions describe the layout and format of the Aternity dashboards which present the data to users.

Tip:

Air-gapped networks make offline Tableau setup very lengthy. You must upload and download several files in sequence as a challenge response. Tableau does not allow this in one action. We do not control their setup procedures.

Before you begin

Before creating the Dashboard Server:

  • Complete setting up the Aternity Oracle Database Server.

  • Complete setting up one or more Aternity Vertica Database Servers.

  • Make sure the hardware and operating system of the Aternity Dashboard Server conform to the following requirements:

    Attribute Requirement

    Operating system for Dashboard Server

    Windows Server 64 bit 2016, 2012 R2 64 bit, or 2008 R2 Enterprise Edition (with KB2117917). Set the date and time formats to Control Panel > Regions > Formats > English (United States).

    Note:

    If you set up a trial deployment using VMWare virtual machines, the operating system in the OVA file comes with Windows Server 2012 R2 64 bit.

    Time zone

    Synchronize all Aternity components to have the same date, time AND time zone.

    Hardware

    Hardware specifications depend on the size of your Aternity on-premise deployment. Choose the sizing and hardware specifications for your deployment size.

    Microsoft .NET

    Ensure this server has Microsoft .NET 3.5 (exactly) required for the database drivers, and .NET 4.5 or later, required for driver setup (both in parallel). To add .NET to a Windows Server, learn more.

    Tableau version for Dashboard Server

    Aternity 11.0 requires that your Dashboard Server runs Tableau Server 10.4.9 (using Tomcat 7.0.82, Apache httpd 2.4.33).

    Network

    Ensure this server has a static IP v4 address, and that you open the required ports.

    Connectivity for Dashboard Server

    This server must be open for access on port 80 or 443 from the Aternity Management Server and users accessing the Aternity dashboards from their browser.

    This server requires internet access (port 80) to connect to Tableau's map service to render Aternity's geographic maps correctly.

    In addition, open port 8000 on the Windows Firewall for Tableau's internal load balancer. Check Tableau's online help for a full list of required open ports.

    Permissions for Dashboard Server

    You may need either local or domain administrator privileges on this computer.

    Verify that the Windows account which is going to set up this server has permission to read, write, list and execute in the Tableau Server setup directory and its sub-folders. Learn more.

    For less standard hardware configurations, see the setup instructions and hardware best practices from Tableau. To deploy on a virtual machine, you must guarantee the CPU and memory requirements.

Procedure

  1. Step 1 Access the new Aternity Dashboard Server.
  2. Step 2 Log in to the computer as a local administrator.

    To verify you are a local administrator on this computer, not a domain administrator, open the System control panel, select Advanced system settings > Computer Name, and confirm the Change button is active.

  3. Step 3 Download the latest Aternity on-premise's main setup package from the Riverbed support site by selecting Software (size) (learn more).

    The setup package is for all Aternity servers.

    Download Aternity on-premise from the website

    There are also entries in the Useful Links section which are required for database setup.

  4. Step 4 Locate the TableauServer-10-4-9-Aternity-64bit.exe setup file, which you downloaded from the Useful Links section.

    Copy it to a temporary location on this computer.

  5. Step 5 Right-click the setup and select Run as administrator to begin.
  6. Step 6 Select Next and enter the path to the setup directory on a local, non-system drive.

    This reduces the risk of the server application competing with the operating system for disk space. For example, use D:\Program Files\Tableau Server\Tableau.

    Select the location to place the Tableau files
  7. Step 7 Enter the name of the Start menu container to create, like Aternity Dashboard Server 11.0.
    Select the folder for the program's shortcuts
  8. Step 8 Select Next > Install to start.
  9. Step 9 Select Activate the product to activate Tableau.
    Activate Tableau
  10. Step 10 Enter Aternity's license key for Tableau: TS1E-AFF9-2A60-C12B-CBF5, and select Activate.
    Enter the Aternity Dashboard Server activation key
  11. Step 11 If this computer is not connected to the Internet, perform an offline activation.

    An offline activation can be time consuming. Plan in advance.

    When you select Activate, it prompts you to save a file for activating Tableau offline (learn more)

    Note:

    If you set up Aternity Dashboard Server on a virtual machine, please note:

    Tip:

    Air-gapped networks make offline Tableau setup very lengthy. You must upload and download several files in sequence as a challenge response. Tableau does not allow this in one action. We do not control their setup procedures.

    1. a Select Save to save the offline.tlq file, and then copy it to a computer with Internet connectivity.
    2. b Select Exit to close the activation window.
    3. c From a computer with online access, upload the file on the Tableau activation page.

      Select Choose File, select offline.tlq, and select Upload Activation File.

      It returns a .tlf file.

    4. d Save the activation.tlf file, and copy it to the Dashboard Server.
    5. e (On the Dashboard Server) Open a command prompt as an administrator.

      Search for cmd on your computer, right-click and select Run as Administrator.

      Open the computer's command prompt as an administrator
    6. f In the command prompt, Navigate to <setup_dir>\Tableau\Tableau Server\<version>\bin. For example, D:\Program Files\Tableau\Tableau Server\10.4\bin and run the following command:
      tabadmin activate --tlf <path>\activation.tlf

      where <path> is the location of the activation.tlf file you saved.

      Tip:

      The double hyphen is part of the command.

      Leave the command prompt open to use later in the procedure.

    7. g On the Dashboard Server, select Start > All Programs > Tableau Server 10.4.
    8. h Right-click Manage Product keys and select Run as Administrator.
    9. i Enter the Aternity's license key for Tableau: TS1E-AFF9-2A60-C12B-CBF5 and select Activate the product.

      It generates a second .tlq file.

    10. j Save the newly generated .tlq file.
    11. k From a computer with Internet access, open the Tableau activation page again and upload the second new .tlq file.

      It generates a new and separate .tlf file.

    12. l Save the new, second activation.tlf file, and copy it to a different location on the Dashboard Server, separate from the first activation file.
    13. m On the Dashboard Server, from the command prompt, run the command:
      tabadmin activate --tlf <path>\activation.tlf

      where <path> is the location of the second activation.tlf file you saved.

      Confirm the activation completed successfully.

  12. Step 12 Configure the Dashboard Server in the configuration wizard that automatically opens.
    1. a In the General tab, maintain the default values.
      Configure the user, authentication and ports
      Field Description
      User / Password

      Do not change unless absolutely required.

      If the server is not on a domain like aternity.com, set the Tableau service to run as a local administrator user.

      User Authentication

      Always select Use Local Authentication.

      The users interacting with the Tableau Server are fixed in an Aternity deployment.

      Port number

      (Non-secure deployments only) Enter the port number for Aternity users to access the dashboards from their devices via HTTP. Default is 80.

      To deploy SSL (HTTPS), you must leave this as 80, and configure SSL later in this procedure.

      Tip:

      Later Tableau reroutes this automatically to 443. If you need a different secure port, contact Customer Services.

      You may need to change firewall rules to allow Aternity users to access this port from their devices. Use this port number when you deploy the Dashboard Gateway without SSL, so it too can communicate with the Dashboard Server.

    2. b Configure the size of the cache by selecting Data Connections.

      Use the recommended values listed here to obtain the optimal dashboard performance for Aternity.

      Configure the data connections
      Field Description
      Caching

      Select Refresh less often.

      Initial SQL

      Do not change the default setting.

  13. Step 13 Create a Tableau administrator account in the browser window which automatically opens.

    Enter an administrator username and password for the Aternity Dashboard Server (Tableau). Make a note of it for when you add the Aternity Dashboard Gateway Server.

    Tip:

    If the browser does not automatically open, manually go to http://localhost:[port_for_Tableau].

    Create a Tableau server administrator account
  14. Step 14 Verify it selects the Launch the Aternity Dashboard Server Monitor, and select Finish.
    Select to launch the server automatically
  15. Step 15 On the main Dashboard Server, stop the Tableau service by opening a command prompt as administrator and entering tabadmin stop.

    Navigate to <setup_dir>\Tableau\Tableau Server\<version>\bin then enter tabadmin stop

    Stop the server on the main Dashboard Server
  16. Step 16 Select Start > Configure Aternity Dashboard Server > Servers.
    Access the Dashboard Server configuration
  17. Step 17 Select This Computer (Primary) and select Edit.
    Edit the process allocation for dashboard components

    Enter the values according to the size of your deployment.

    Field Trial Small Medium Large X-Large XX-Large
    VizQL Server

    1

    2

    2

    2

    2

    2

    Application Server

    1

    1

    1

    1

    1

    1

    Backgrounder

    1

    2

    2

    2

    2

    4

    Cache Server

    0

    0

    0

    0

    0

    0

    Data Server

    1

    2

    2

    2

    2

    2

    Data Engine

    1

    1

    1

    1

    1

    1

  18. Step 18 On the Dashboard Server, start the Tableau service by opening a command prompt as administrator and entering tabadmin start.

    Navigate to <setup_dir>\Tableau\Tableau Server\<version>\bin then enter tabadmin start

    Start the Dashboard Server
  19. Step 19 To secure browser access to Aternity with HTTPS, configure the Dashboard Server to use your certificate files.
    Tip:

    For secure HTTPS (SSL) web access to Aternity, you must secure both the Aternity Management Server and the Aternity Dashboard Server.

    Secure the Dashboard Server for secure access to Aternity
    1. a On the Dashboard Server itself, create a subdirectory in the Tableau directory called SSL.

      For example, D:\Tableau\Tableau Server\SSL.

    2. b Copy your signed certificate file (.crt) and the key file (.key) into this folder.
    3. c On the main Dashboard Server, stop the Tableau service by opening a command prompt as administrator and entering tabadmin stop.

      Navigate to <setup_dir>\Tableau\Tableau Server\<version>\bin then enter tabadmin stop

      Stop the server on the main Dashboard Server
    4. d Configure SSL by selecting Start > All Programs > Aternity Dashboard Server > Configure Tableau Server > SSL.
      Open the Tableau Server Configuration window
      Field Description
      Use SSL for server communication

      Select to enable SSL encrypted communication with other components.

      SSL certificate file

      Enter the pathname of the certificate (.crt) file.

      SSL certificate key file

      Enter the pathname of the key (.key) file.

    5. e Select OK.
    6. f On the Dashboard Server, start the Tableau service by opening a command prompt as administrator and entering tabadmin start.

      Navigate to <setup_dir>\Tableau\Tableau Server\<version>\bin then enter tabadmin start

      Start the Dashboard Server
  20. Step 20 Verify the setup succeeded, by checking the status of the system tray icon.

    Right-click and select Display Status to verify it is RUNNING.

    Verify the Aternity Dashboard Server

    If the Tableau server does not start, open a command prompt and enter tabadmin status –v. If the status is DEGRADED and one of the Tableau processes is Stopped, grant explicit Run As User permission to each folder in the pathname of Tableau, including the root of the drive:

    • Stop the Tableau service by entering tabadmin stop from a command prompt.

    • In Windows Explorer, right-click on the drive containing Tableau, and select Properties > Security > Edit > Add.

    • Enter Tableau Run as the user.

    • Select Allow on all options, including Modify.

    • Restart the Tableau service by entering tabadmin start from a command prompt.

  21. Step 21 If the process did not complete successfully, or one of the steps returned an error:
    1. a Go to http://localhost, and enter the administrator's username and password.

      Verify you see the Tableau page.

    2. b Check the internet connection for maps, by trying to access one of their maps.

      Open the Tableau Console, and go to http://{$hostname}/views/Sales/2013SalesGrowth (or use https if you configured a secure connection). If the geographic maps are empty, try to access http://mapvisual.tableausoftware.com. If you receive a 404 error message, check your firewall is not blocking network service, or configure Tableau to work with a proxy. Then restart Tableau and access the maps again.

      Tip:

      On air-gapped networks, edit the server's hosts file to ensure this points to a dummy address which is local, to improve performance of dashboard loads.

    3. c Check the logs located in the Tableau data folder (for example, D:\ProgramData\Tableau\Tableau Server\data\tabsvc\logs), or contact Aternity customer services.