Update Aternity's Dashboard Layouts for v9.0 / 9.0.1

The Aternity dashboard layouts contain the names, calculations and layouts of the system's dashboards for this Aternity version. Customers of Aternity on-premise run this setup from the Aternity Management Server to plant them in the Dashboard Server via the Dashboard Gateway.

Important

Add the dashboard layouts ONLY from the Management Server.

Add the layouts from the Management Server into the Dashboard Server via Dashboard Gateway

Before you begin

Before upgrading the dashboard layouts you should:

  • If you are running a version that predates v7.1.x, update to v7.1.x before updating to v9.x.

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

  • If your legacy Agents communicate over TCP, you must first test then switch from TCP to HTTP(S).

  • Update the Aternity Database Server by verifying and then updating the Oracle database..

  • Update the Dashboard Server by uninstalling the previous version of Tableau and then running the setup to install the new version.

  • On the Dashboard Server, update the Dashboard Gateway component.

  • Confirm that a local administrator on the Management Server can connect to the Dashboard Server.

  • Update the Aternity Management Server by running its express setup or custom setup over the previous version.

Procedure

  1. Step 1 If Aternity Support provided you with a link to the dashboards package, download it to the Aternity Management Server.
  2. Step 2 Log in to the Management Server computer.
  3. Step 3 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.

  4. Step 4 On that computer, launch the Configuration Tool from the Start menu, by right-clicking it and selecting Run as administrator to start.

    When you create any Aternity server it adds the Configuration Tool.

  5. Step 5 Select Tableau Dashboard Loader.
    Select to add dashboard layouts
  6. Step 6 Confirm the the details to connect to the Dashboard Gateway on the Aternity Dashboard Server.
    Confirm the connection details to the Dashboard Gateway on the Dashboard Server
    Field Description
    Hostname / IP Address

    Enter the hostname or IP address of the Dashboard Gateway (which is the same as the Aternity Dashboard Server).

    Port

    Enter the port of the Dashboard Gateway, which you entered when creating the Dashboard Gateway.

    This is NOT the port for direct user access to the dashboards. This is the Dashboard Gateway port.

    Username / Password

    Enter the username and password of the Dashboard Gateway, which you entered when creating the Dashboard Gateway.

    Select Next to test the connection details to the Dashboard Gateway, which may take longer than expected.

  7. Step 7 Create and name a site on the Dashboard Server, by selecting Create a new site.
    Important

    Do not use an existing site from the previous deployment. Create a new site.

    Use the Tableau site as the target to save the dashboard layouts
  8. Step 8 Specify the dashboard layouts either built-in to the setup, or specify the file if you downloaded a separate dashboard update.
    Add the layouts built-in to the setup or a separate patch update
    Field Description
    Install Dashboards Shipped with Installer

    Select to add the dashboard layouts which are built-in to this Configuration Tool, if you did not download a separate dashboard layout package.

    Install Custom Dashboard Content

    Select to browse to a separate downloaded dashboards package.

  9. Step 9 Select Next > Finish to complete the process.
  10. Step 10 Restart the computer of the Dashboard Server.

    On the Dashboard Server, after the restart, access the Windows Services to verify that both the Dashboard Server service (tabsvc) and the Dashboard Gateway service (AternityPlatformGateway) are running.

  11. Step 11 Open a browser and log in to Aternity.
  12. Step 12 Verify that you can see the full set of Aternity dashboards in your system.

    The dashboards would not display performance data at this stage, as you have not yet started gathering data from devices.

  13. Step 13 Verify that web authoring is enabled.
    Important

    If web authoring is not enabled, your advanced dashboards will not work.

    1. a In a browser, navigate to the hostname of the Dashboard Server, such as http://tableau.example.com.
    2. b Login as a Tableau administrator, using the credentials assigned during the original installation of the Tableau server.
    3. c Select the site used by the Management Server. This should be the production site that you created in your initial installation of the Dashboard Server.
      Select the Tableau site
    4. d Enable web authoring by selecting Settings > Allow users to use web authoring from the top bar.
      Enable web authoring