Update the Dashboard Server for Aternity v9.0 / 9.0.1

Update the Aternity Dashboard Server by running the setup over the previous pathname.

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).

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

Update the Dashboard Server component (Tableau Server)

Before you begin

Before updating the Dashboard Server:

Ensure the hardware conforms 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 Uninstall the previous Tableau Server or Aternity Dashboard Server from the Windows Control Panel.

    From the Windows Control Panel, select Programs and Features and uninstall Tableau Server or Aternity Dashboard Server.

    Do NOT remove the Aternity Dashboard Gateway Server.

    The uninstall preserves all existing settings for the update.

    Tip

    If it displays Tableau Server Command Line Utility or psqlODBC_x64 in the installed list of applications, you must also uninstall them.

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

    To use the settings from the previous version, you MUST use the same pathname as the old version. This can be confusing, as the old and new pathnames may be very similar.

    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 9.
    Select the folder for the program's shortcuts
  8. Step 8 Select Next > Install to start.
  9. Step 9 Review the settings in the configuration wizard which opens automatically.

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

    Tableau Server settings
  10. Step 10 Sign in to the Tableau Server which opens in a browser automatically, using the same dashboard administrator credentials created when you originally set up the original Tableau Server.

    The update preserves the same username and password from the previous setup. This is NOT your Aternity username.

    Tip

    The Tableau Server administrator username is only for the Aternity Dashboard Gateway Server to connect to Tableau.

    If you set up SSL access to the dashboards, it requires a valid certificate. Therefore accessing localhost in this way may cause your browser to issue a security warning.

    Login to the Tableau Server
  11. Step 11 Verify it selects the Launch the Aternity Dashboard Server Monitor, and select Finish.
    Select to launch the server automatically
  12. Step 12 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.