Update the 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.

Aternity 12.2 requires that your Dashboard Server runs Tableau Server 2021.3.7 (using Tomcat 9.0.45, Apache httpd 2.4.52).

Update the Dashboard Server component (Tableau Server)

Before you begin

Before updating the Dashboard Server:

  • If you are running a version earlier than 11.0.3, first of all update to 11.0.3 before updating to 12.2.

  • Update the Dashboard Server if your base version is on-premise 12 or 12.1 (learn more), or Set up a new server on a new host if your base version is 11.0.3 (learn more).

  • Check the correct sizing for your deployment before updating any of your Aternity servers. Learn more.

  • Download the latest Aternity on-premise's main setup package from the Aternity Support Site (learn more).

  • Prepare the Aternity Oracle Database Server for Aternity by verifying its configuration. Learn more.

  • Aternity requires you set up one or more new Vertica Database Servers, depending on the size of your deployment. Learn more.

  • If you set up and update Aternity Dashboard Server on a virtual machine, please note: An offline process (VM migration) may deactivate a valid license. To prevent Tableau license deactivation, verify that either Tableau virtual machine has a Static Mac address or VMotion is disabled on that virtual machine. Follow VMWare documentation to configure Tableau VM Mac address to Static.

Ensure the hardware conforms to the following requirements:

Attribute Requirement

Operating system for Dashboard Server

Use any of the following:
  • Windows Server 2019 64 bit or

  • Windows Server 2016 64 bit or

For updates, if the Dashboard Server is installed on Windows 2012, it is recommended to set up a new server on Windows 2016 or 2019.

Set the date and time formats to Control Panel > Region > Formats > English (United States).

Also, go to Control Panel > Region > Administrative > Copy settings and copy your current settings to Welcome screen and system accounts. Make sure that Language for non-Unicode programs is set to English (United States).

Set language regional formats

Time zone

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

We recommend that an IT person define a clock synchronization service, like for example NTP, between all Aternity components. This will provide highly accurate timing for all network components and prevent clock drift.

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 12.2 requires that your Dashboard Server runs Tableau Server 2021.3.7 (using Tomcat 9.0.45, Apache httpd 2.4.52).

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

When installing Dashboard Server, one needs either local or domain administrator rights on this computer, and also the administrator rights in the Tableau Server.

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 Update the Dashboard Server if your base version is on-premise 12 or 12.1 (learn more), or Set up a new server on a new host if your base version is 11.0.3 (learn more).
  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 Create a backup of your saved dashboards (learn more).
    Important

    This backup is mandatory. If something goes wrong with the update procedure, there is no other way to restore your saved dashboards without this backup file.

  4. Step 4 Locate the TableauServer-2021-3-7-Aternity-64bit.exe setup file, which you downloaded from the main setup package or from the Additional Packages 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 In the Welcome screen, select Next. In the Install Customization screen, confirm that the path shown is the installation directory for the current version, and then select Create new Tableau Server installation and Install.
    Select the location to place the Tableau files
  7. Step 7 In the Tableau Server upgrade script screen, select Automatically launch the upgrade script and then OK.
    Launch the upgrade script

    The upgrade script is running in the new cmd window. When prompted by the script, enter y to continue the upgrade. This may take a while to complete.

  8. Step 8 Sign in to the Tableau Services Manager which opens automatically, using the operating system administrator credentials.

    If the Tableau Services Manager does not automatically open in the browser, navigate to https://<tableau_hostname>:8850. There should also be a shortcut on the desktop leading to this page.

  9. Step 9 Review the settings in the configuration tab.

    When you install in the same directory as the previous version, it preserves the settings here. Typically you would not change these values.

    Tableau Server settings

    Verify 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

  10. Step 10 Start Tableau using the drop-down on the Tableau top bar and confirm the start.
    Start server

    A popup will appear showing the progress of the server start process. Wait until the process finishes and the server status is RUNNING. This may take a while.

    If after several minutes it still remains in degraded or stopped state, restart the server.

    Server is running
  11. Step 11 Secure Dashboard Server.
    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 Make sure you have your enterprise's certificate. Learn more.
    2. b On the main Dashboard Server, open the Tableau Services Manager (TSM) and stop Tableau by using the drop-down on the Tableau top bar.
      Stop the server on the main Dashboard Server
    3. c Configure SSL for secure communication between server and clients by selecting the Configuration tab > Security page > External SSL.
      Open the Tableau Server Configuration window
      Field Description
      Enable SSL for server communication

      Select to enable SSL encrypted communication with other components.

      SSL certificate file

      Enter the pathname of the certificate (.crt) file, which you prepared in advance.

      SSL certificate key file

      Enter the pathname of the key (.key) file, which you prepared in advance.

      SSL certificate key passphrase

      (Optional) Enter the pathphrase of the key if you have one.

      SSL certificate chain file

      Enter the pathname of the root CA certificate, which you prepared in advance.

    4. d Select Save Pending Changes.
    5. e On the Dashboard Server, open the Tableau Services Manager (TSM) and start Tableau by using the drop-down on the Tableau top bar.
      Start the Dashboard Server