Set Up a New Aternity Dashboard Server

The Dashboard Server displays Aternity's intuitive dashboards using Tableau as its engine. It presents the raw data (from the Data Warehouse Server) and the older aggregated data (from the 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 9.0 and 9.0.1 requires that you update your Dashboard Server to run Tableau Server 9.0.4.

    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.

Before you begin

Before creating the Dashboard Server:

  • Complete deployment of the Aternity Database Server.

    • (Non-DBAs) Use the express database setup for small deployments up to 3000 devices.

    • (DBAs only) Use the custom database setup for larger deployments or to integrate any sized database properly into your enterprise.

  • 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 2012 R2 or 2008 R2 Enterprise Edition (with KB2117917). Set the date and time formats to Control Panel > Regions > Formats > English (United States).

    Hardware

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

    Tableau version for Dashboard Server

    Aternity 9.0 and 9.0.1 requires that you update your Dashboard Server to run Tableau Server 9.0.4.

    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

    Ensure you have local administrator privileges on this computer.

    For less standard hardware configurations, see the installation 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 version of Aternity on-premise from our website.

    The setup package is for all Aternity servers.

    Download Aternity on-premise from the website
  4. Step 4 Right-click the setup and select Run as administrator to begin.
  5. Step 5 Select Next and enter the pathname of a local, non-system drive.

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

    Select the location to place the Tableau files
  6. Step 6 Enter the name of the Start menu container to create, like Aternity Dashboard Server 9.0.
    Select the folder for the program's shortcuts
  7. Step 7 Select Next > Install to start.
  8. Step 8 Select Activate the product to activate Tableau.
    Activate Tableau
  9. Step 9 Enter Aternity's license key: TSE9-01A2-69C0-1B14-8A87, and select Activate.

    If you cannot connect to the Internet to verify the key, follow Tableau's offline activation instructions.

    Enter the Aternity Dashboard Server activation key
  10. Step 10 Configure the Dashboard Server in the configuration wizard which 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.

      If you intend to deploy SSL (HTTPS), leave this as 80, and configure SSL later in this procedure.

      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 Balanced. Set the maximum cache time to be 15 minutes or less.

      Initial SQL

      Do not change the default setting.

  11. Step 11 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
  12. Step 12 Verify it selects the Launch the Aternity Dashboard Server Monitor, and select Finish.
    Select to launch the server automatically
  13. Step 13 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 Open the Windows Task Manager and stop the Tableau Server Application Manager service (tabsvc).
    4. d Backup libeay32.dll and ssleay32.dll from the apache\bin directory (like C:\Program Files\Tableau\Tableau Server\9.0\apache\bin).
    5. e Download Win32 OpenSSL v1.0.1u Light and launch it.
    6. f Copy the newly downloaded libeay32.dll and ssleay32.dll into the apache\bin directory.
    7. g Configure SSL by selecting Start > All Programs > Aternity Dashboard Server > Configure Tableau Server.
      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.

    8. h Select OK.
    9. i Open the Windows Task Manager and start the Tableau Server Application Manager service (tabsvc).
  14. Step 14 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.

  15. Step 15 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.

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