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Start Windows 10 in Advanced Boot Options

Starting Windows 10 in Advanced Boot options, using your mouse and keyboard. Hold shift, right click windows restart button, and continue to hold shift.

You will then boot your system to the following options.

Steps explained below.

Start windows 10 in advanced boot options walk-through.
  1. Left click your windows button.
  2. Hold shift from now until the computer restarts
  3. Left click (while holding shift) the power button.
  4. Left click restart (while holding shift).
  5. The computer will start with options, choose the option that starts the machine safely with network connectivity (if you need to get online.)

Next step;

Back to original blog;

How to Create a Schema in your MySQL Workbench on Mac OS

How to Create a Schema in your MySQL Workbench on Mac OS

Let’s create a Schema in your MySQL Workbench on Mac OS.

Welcome to a quick and user-friendly guide to generating your first schema in MySQL.

By the end of this blog, you will understand how to generate a MySQL schema.

A schema is necessary for importing CSV files or JSON files because our end objective is uploading CSVs and performing custom SQL, and pushing that content into Tableau Desktop.

Our following blogs will help you with importing a CSV into MySQL on your Mac OS.

If you don’t currently have MySQL on your Mac OS – follow our other tutorial on how to install MySQL on your Mac.

You’re creating a schema – not a database!

Firstly we are going to want to understand the verbiage used in the product and the difference between database and schemas.

After you’ve downloaded MySQL workbench – we will want to begin bringing in data for Tableau consumption.

MySQL has Schemas in the database!

I’m sure you’re familiar with what a database is, if not, here’s the definition.

A database is a structured set of data held in a computer, especially one that is accessible in various ways.

In the MySQL – you can build multiple ‘folders’ in your database, called schemas.

Schema VS Database

database is your primary container; it contains the data and log files, and all the schemas within it.

You always back up a database; it is a discrete unit on its own.

Schemas are like folders within a database and are mainly used to group logical objects together, which leads to ease of setting permissions by the schema.

Creating a Schema in MySQL Mac OS

Let’s talk about the point and click methods first.

When you have your workbench open – you’ll notice a place on the bottom left labeled “SCHEMAS,” and that’s where we want to click right to build a new Test Database!

create schema on mysql mac os mysql workbench alt text

Creating your first schema on your Mac OS MySQL.

Setting up your MySQL Schema on your Mac

Let’s start setting up your MySQL Schema.

Name your MySQL schema “Test_Schema1.”

schema name settings for test schema on mysql

After you right click to create your schema – rename your MySQL schema.

Use UTF-8 for your collation.

What is UTF-8 Collation?

From Wikipedia, the free encyclopedia

UTF-8 is a variable width character encoding capable of encoding all 1,112,064 valid code points in Unicode using one to four 8-bit bytes.

The encoding is defined by the Unicode standard and was initially designed by Ken Thompson and Rob Pike.

The name is derived from Unicode (or Universal Coded Character SetTransformation Format – 8-bit.

We will use UTF-8 for this schema.

utf8 collation selection on mysql macos alt text

MySQL refers to UTF8 as a common choice. For our needs – let’s use the UTF8 default.

Click apply – which is on the bottom right of the screen.

Left click apply.

Left click to apply.

Wrapping up your schema build in Mac OS MySQL Workbench

Let’s wrap up your schema creation in MySQL.

If you’ve followed along you will see this window.

schema creation on mysql for Mac OS

MySQL generates SQL, shows it to you, and maybe that’s easier for you in the future?

This leads us to our next topic.

Using SQL – instead of the GUI!

Using SQL to generate a Schema in your Mac OS on MySQL Workbench

Using SQL is an alternative to the clicks we just gained your first schema. Woot!

Most GUI steps on MySQL will uncover SQL that you’ve generated VIA using a built-in wizard.

The native features in MySQL offer a glimpse into creating your first schema.

CREATE SCHEMA `Test_Schema1` DEFAULT CHARACTER SET utf8 ;

You can copy and paste this code into a query on MySQL.

If you have MySQL Workbench open, you have a query open!

Paste your code and build Test_Schema2.

creating a schema in mysql query in SQL

Change your Schema1 to Schema2. Click the lightning bolt to execute the query.

Now you should have two SCHEMAS – be sure to click the refresh button, and both will be present.

It will look like this screenshot below.

schema refresh button on mysql Mac OS

Click the tiny refresh button.

Get used to clicking the refresh button on MySQL Workbench and all other database GUI interfaces.

You’re making changes to something living and breathing on your computer, and right now – you have a database on your computer. Congratulations!

Again, the refresh is a normal process, don’t worry if you don’t see your work – especially if you’ve not refreshed your GUI interface, also known as your MySQL Workbench!

Did you expect it would be this easy to create a Schema in your MySQL Workbench on Mac OS?

A Quick Tutorial – Resetting MySQL Root Password on Mac OS

Lost your MySQL root password on your Mac? Don’t panic! It happens more often than you think.

We are here to help.

Fortunately, the process for resetting it is straightforward. This guide will walk you through the necessary steps to regain access to your MySQL server.

Understanding the Process

The core of the password reset involves stopping the MySQL server, restarting it in safe mode without password checking, connecting as root, updating the password, and then restarting the server normally. Let’s break it down.  

Step 1: Stop the MySQL Server

Before you can reset the password, you need to ensure the MySQL server is not running. The method to stop it depends on how you installed and manage MySQL. Here are a few common scenarios:

  • Using Homebrew: Open your Terminal application and run the following command: Bashbrew services stop mysql
  • Using the MySQL Preference Pane: If you installed MySQL using the official installer, you might have a preference pane in your System Preferences. Open System Preferences, find the MySQL icon, and click “Stop MySQL Server.”  
  • Using mysqld_safe directly: If you know the location of your MySQL installation, you can try: Bashsudo /usr/local/mysql/support-files/mysql.server stop (Adjust the path if your MySQL installation is in a different location.)

Step 2: Restart MySQL in Safe Mode (Without Password Checking)

Now, you’ll restart the MySQL server with the --skip-grant-tables option. This tells the server to start without loading the grant tables, which contain user privileges and passwords. This allows anyone to connect without a password.  

Open a new Terminal window and run one of the following commands, depending on your installation:

  • Using mysqld_safe: Bash/usr/local/mysql/bin/mysqld_safe --skip-grant-tables &

The & at the end runs the command in the background, allowing you to use the same Terminal window for the next steps.  

  • If mysqld_safe is not in /usr/local/mysql/bin/, try: Bashsudo /usr/local/mysql/bin/mysqld --skip-grant-tables --user=mysql & Again, adjust the path if necessary. Important: Keep this Terminal window open while you proceed to the next steps. Closing it will likely shut down the MySQL server.

Step 3: Connect to MySQL as Root

With the server running in safe mode, you can now connect to the MySQL server as the root user without being prompted for a password. Open a new Terminal window and enter:

Bash

mysql -u root

You should see the MySQL command prompt (mysql>).

Step 4: Update the Root Password

Now that you’re connected, you can update the root password. The specific command depends on your MySQL version:

  • MySQL 5.7.6 and later: Use the ALTER USER statement: SQLALTER USER 'root'@'localhost' IDENTIFIED BY 'YourNewPassword'; Replace 'YourNewPassword' with the new password you want to set. Remember to use strong and unique passwords in a production environment.
  • MySQL 5.7.5 and earlier: Use the UPDATE statement on the mysql.user table: SQLUPDATE mysql.user SET Password=PASSWORD('YourNewPassword') WHERE User='root'; FLUSH PRIVILEGES; Again, replace 'YourNewPassword' with your desired new password. FLUSH PRIVILEGES; reloads the grant tables, ensuring your changes take effect immediately.  

Step 5: Exit the MySQL Client

Once you’ve successfully updated the password, exit the MySQL client by typing:

SQL

exit

and pressing Enter.

Step 6: Stop the MySQL Server (Normal Mode)

Now, you need to stop the MySQL server that’s running in safe mode. Go back to the Terminal window where you started mysqld_safe (or the mysqld command) and press Ctrl+C to stop the process.

If you used brew services start mysql earlier, you can use:

Bash

brew services stop mysql

If you used the MySQL Preference Pane, go back and click “Stop MySQL Server.”

Step 7: Restart the MySQL Server (Normal Mode)

Finally, restart the MySQL server in its normal mode. Use the same method you used in Step 1 to stop it, but this time use the “start” command:

  • Using Homebrew: Bashbrew services start mysql
  • Using the MySQL Preference Pane: Click “Start MySQL Server.”
  • Using mysql.server: Bashsudo /usr/local/mysql/support-files/mysql.server start

Step 8: Verify the New Password

You should now be able to connect to your MySQL server using the new root password. Open a new Terminal window and try connecting:

Bash

mysql -u root -p

You will be prompted to enter your password. Type the new password you set in Step 4 and press Enter. If you see the mysql> prompt, you have successfully reset your MySQL root password!

Important Considerations:

  • Security: Running MySQL with --skip-grant-tables is a security risk. Ensure you stop the server and restart it in normal mode as soon as you’ve reset the password.  
  • File Permissions: If you encounter permission issues during this process, you might need to adjust file ownership or permissions for your MySQL data directory.
  • MySQL Version: While the core process remains similar, the specific commands might vary slightly depending on your MySQL version. Refer to the official MySQL documentation for your version if you encounter issues.
  • Backup: It’s always a good practice to have a backup of your MySQL data before making any significant changes.

If you’ve misplaced it, there’s a quick process to dig through.

Let’s start with the easy method – did you save it somewhere?

Click the magnifying glass on the top right and search for it, if you built notes for your password.

forgot root password on mysql mac
If you took notes of your Root Password – try searching for it first.

Here’s the text for the temporary password that you can search on your mac.

[Note] A temporary password is generated for root@localhost: rt4rvI,%lfr<

Maybe you forgot your Mac OS X ‘ROOT’ password? Or potentially didn’t save the Temporary password in your notes?

If you did save your root password, it’s likely you saved it in a similar fashion to us.

How to Reset MySQL root password on your Mac

Here’s a quick how to reset mysql root password on your mac tech tutorial!

1.  Stop the mysqld server.  Typically this can be done by from ‘System Prefrences’ > MySQL > ‘Stop MySQL Server’

2.  Start the server in safe mode with privilege bypass

From a terminal:

sudo /usr/local/mysql/bin/mysqld_safe –skip-grant-tables

3.  In a new terminal window:

sudo /usr/local/mysql/bin/mysql -u root

UPDATE mysql.user SET Password=PASSWORD(‘NewPassword’) WHERE User=’root’;

FLUSH PRIVILEGES;

\q

4.  Stop the mysql server again and restart it in normal mode.

Hopeful you’re in a better place. Contact us for further panic mode buttons.

Install My SQL Mac – The Guide on How To Install Mysql on Mac

Install MySQL Mac the easy way using our tech tutorial – walkthrough below.

Thanks stopping by to read about installing MySQL on your Mac!

We mostly type about Tableau Consulting and other fun tech tutorials.

Install My SQL Mac – The Guide on How To Install Mysql on Mac

Tutorial 1 – Install MySQL Mac, MacBook Pro, MacBook Air!

Install MySQL Mac logo

Installing MySQL on a Mac – Pro, Air, or whatever.

Let’s take it from the top! Install MySQL Mac – Tutorial one, is the first step to becoming a data analyst.

MySQL is going to keep you from making a massive mountain of Excel that no one wants ever to touch. Ever.

Are you getting tired of your spreadsheets!

Utilizing Mac to be your at home database might just work for you.

Why Install MySQL Mac?

It’s free, it’s easy, and it scales.

Every Excel expert would benefit from learning how to do their work in a database.

Install MySQL Mac: Installing MySQL on Mac in <5mins

Install MySQL on Macbook Pro package installer

MySQL .pkg contains our MySQL installer now owned by Oracle.

What a beauty! 29 characters with a suffix of .pkg will be all you need to install MySQL Mac.

  1. Double click the installer.
  2. Install MySQL – community installer opens.
  3. Click continue.
  4. GNU General Public Licenses – essentially you’re free to change the product however you want, use it however you want, and not get hit with a price down the road. You create your limitations and have the flexibility to solve them as you see fit.
  5. Click Continue and Agree to Install MySQL on your Mac
  6. Change installation directory, if you have multiple drives, this will apply to you.
  7. Click Install. If you have a password protection on your Mac installations, you will need to provide that password.
  8. Save root password by copy and pasting to your notepad.
  9. Close.

Install mysql on macbook pro screenshot of saving the password - Installing MySQL on Mac

Install MySQL Mac – When you’re installing MySQL, you’re given a root password, and also CMD+A and CMD+C will copy this password for you to paste.

 

You thought there would be more?

MySQL, founded in 1995, and now it’s installed on your MacBook Pro! Good luck!

Installing databases is a mandatory skill belt notch – Installing MySQL on Mac is Easy!

Although it’s a necessary skill belt notch for nearly every Fortune 500+ company, I find that most people have no Data experience and rather are very good at using the software.

Data scientists, data analysts, Directors of Analytics, CIO, etc. I’ve seen hundreds of them in person, and they had never installed a database before.

Even CIO’s for 100million+ companies have no idea what a database does or how to use it. They have an ear full of sales and often buy wrong solutions that require fixing in the future.

They had a title with the word data in it!

Install MySQL Mac – Dependency on data products generates broken environments

After working in classic business enterprises and also fast booming companies.

I’ve noticed fundamentals missing from most ‘data experts’ skill belts and yet they are the expert at the entire organization.

Shadow IT internal and external make an absolute mess of Data environments and keep us very busy with fixing their mistakes.

Everyone seems to know enough to say the verbiage.

Regrettably, when the rubber meets the road, they are plugging their SQL into Notepad++ and spending weeks on easy SQL because the fundamentals were never acquired.

Installing a database on a computer takes <1minute.

Installing a database on your computer takes <1minute, yet nearly every expert I’ve come across has never installed a database and runs away from SQL discussions.

Why is it mandatory to know how to install a database?

Installing a database is the bread and butter of any reporting tool.

If you do not have data experience and you’re plugging data in a tool like Tableau Desktop – be sure to understand the impacts of your usage.

Being able to install MySQL on Mac might be your next step!

Installing a database like MySQL on your computer gives you an opportunity to see what it takes to manage your database, and also see the impacts of your usage when connected to the data live!

How do you query your local database? Do you use another database?

 

SAML Forward Proxy Tableau

SAML (Security Assertion Markup Language) Forward Proxy Tableau is a technology that was developed by Gerard Braad. It is a powerful tool that allows users to securely access Tableau servers without exposing any sensitive data. This technology is particularly useful for organizations that need to share their data with external partners or customers, as it provides an extra layer of security to protect their data.

The SAML Forward Proxy Tableau works by intercepting the SAML requests that are sent by the Tableau server. It then forwards these requests to the identity provider, which authenticates the user and sends a SAML response back to the forward proxy. The forward proxy then sends the SAML response to the Tableau server, which grants the user access to the requested resources.

One of the key benefits of the SAML Forward Proxy Tableau is that it can be easily integrated with other technologies and platforms. For example, it can be used in conjunction with Single Sign-On (SSO) technologies to provide a seamless user experience. It can also be used with multi-factor authentication (MFA) technologies to provide an extra layer of security.

Another benefit of the SAML Forward Proxy Tableau is that it is highly customizable. It can be configured to meet the specific needs of different organizations and can be customized to work with different identity providers and SSO technologies.

In conclusion, the SAML Forward Proxy Tableau is a powerful technology that provides an extra layer of security for organizations that need to share their data with external partners or customers. It is highly customizable, easy to integrate with other technologies, and provides a seamless user experience. If you are looking for a secure and reliable way to share your data, the SAML Forward Proxy Tableau is definitely worth considering. Also, to ensure we spread good content regarding advanced topics!

SAML on Tableau Server can be easy!

SAML implementation is quick and easy when working at an enterprise company, however, it can also take longer when the Tableau Software is a bigger implementation. A lot more to consider.

This guide is for IT, your pro-level Tableau Consultant, and is for those who want to dive in and get dirty. Also, for those who want to get in the code a bit.

We supply the Github link and other helpful information along with your journey.

Tableau Server has many security layers; this is one and a beautiful way to slice it.

Especially when they have a SAML and Tableau Server expert available.

If this is not the case, there’s a desire to use SAML security. Try out

Here at Dev3lop, we have helped companies with the SAML implementation on several engagements, but not enough to make us experts!

Today, we will review an excellent means of SAML forward proxy, Tableau, found on GitHub.

An example of SAML forward proxy in Tableau

Authentication provider as a SAML Proxy for a Tableau Server configured as a SAML Service Provider (SP).

Let’s pause and ensure we cover what SAML is all about!

Learn how to White Board SAML Forward Proxy!

If you’ve had the opportunity to implement SAML with a company, you probably understand the complexities are not for the non-technical Shadow IT team.

SAML Forward Proxy Tableau screenshot of images that show how complex SAML is to explain

SAML Forward Proxy Tableau is not exactly something that roles off the tung and is also a bit advanced to implement! Have you ever had to whiteboard what SAML and Tableau look like? Tableau Server and SAML forward proxy are not for the light at heart!

SAML Explained by Tableau Software

SAML (Security Assertion Markup Language) is an XML standard that allows secure web domains to exchange user authentication and authorization data. You can configure Tableau Server to use an external identity provider (IdP) to authenticate Tableau Server users over SAML 2.0. This allows you to provide a single sign-on experience for your users across all the applications in your organization.

SAML Explained by Wiki

Security Assertion Markup Language (SAML, pronounced sam-el) is an XML-based, open standard data format for exchanging authentication and authorization data between parties, particularly between an identity provider and a service provider.SAML is a product of the OASIS Security Services Technical Committee.

Alternatives for configuring SAML with Tableau Server

  • Server-wide SAML authentication.
  • Server-wide local authentication and site-specific SAML authentication.
  • Server-wide SAML authentication and site-specific SAML authentication. (More at Tableau Software)

Does Tableau SAML affect Workbook Security in Tableau Server?

SAML will not be handling any Tableau Server content security; rather, rather user is going to be authenticated by SAML IDP, not by Tableau Server.

Suppose your SAML guy/gal asks! Be sure to let them know Tableau Server will take care of the heavy lifting.

Let’s continue on our GitHub journey!

SAML Forward Proxy Tableau – GitHub Readme

Tableau supports the HTTP-Post binding for SAML Requests and will always sign the requests.

Some IDPs cannot be configured to support HTTP-POST but only support HTTP-Redirect.

Also, the IDP may not require a signed request.

Usually, signing the Request in Tableau does not alter the ability of the IdP to process the Request. Still, sometimes it is beneficial to reduce the size of the Request so that intermediate servers can store the Request in a cookie.

SAML Forward Proxy Tableau – GitHub Proxy runs as the Web Server

This proxy runs as a web server on a port defined in config.js and will work with HTTP or HTTPS. It is effectively a one-way proxy, hence the term SAML Forward Proxy. This example does not proxy the SAML Response. The Response from the IdP is sent directly to the Tableau Server (via the user agent, of course)

Web Sequence:

![alt text](https://raw.githubusercontent.com/geordielad/saml-forward-proxy/master/assets/SAML%20Relay%20Service%20as%20Proxy%20SP.png)

SAML Forward Proxy Tableau – GitHub Usage

“`bash
$ git clone https://github.com/geordielad/saml-forward-proxy.git
$ cd saml-forward-proxy
$ npm install
$ # Make changes to config/config.js as needed. Add SSL key/cert if needed. Add SAML private key if needed.
$ npm start
“`

SAML Forward Proxy Tableau – GitHub Example List Continued

Run the proxy on localhost with http on port 3000.

Use HTTP-Redirect to the original IDP, and do not sign the Request.

1. Ensure that your IPP is working as expected.
2. Stop the Tableau Server.
3. Get a copy of the IDPS metadata. Note the HTTP-POST endpoint of the SingleSignOnService and change the Location attribute to http://localhost:3000/saml_proxy
4. In config/config.js:
– Update the entryPoint attribute to the original HTTP-POST SingleSignOnService Location.
– Comment out the privateCert attribute. This will ensure that the Request is not signed.
– The example code will update the callback and issuer attributes from the Request sent by the Tableau Server.

SAML Forward Proxy Tableau – Javascript

“`javascript
const fs = require(‘fs’);

module.exports = {
development: {
app: {
name: ‘Passport SAML strategy example’,
port: process.env.PORT || 3000
},
passport: {
strategy: ‘saml’,
saml: {
path: ‘/’,
callbackUrl: ‘https://yourSP.com/saml_callback’, // DYNAMIC FROM ORIGINAL REQUEST – See routes.js
entryPoint: process.env.SAML_ENTRY_POINT || ‘https://youridp.com/entryPoint’,
authnRequestBinding: process.env.SAML_AUTHN_REQUEST_BINDING || ‘HTTP-Redirect’, // Change to HTTP-POST if required
issuer: ‘https://saml_sp_entityid’, // DYNAMIC FROM ORIGINAL REQUEST – See routes.js
//skipRequestCompression: true, // Optional depending on IdP
//acceptedClockSkewMs: -1, // Optional depending on IdP
//disableRequestedAuthnContext: true, //Optional depending on IdP
//privateCert: process.env.SAML_PRIVATE_CERT || fs.readFileSync(‘./tableau_ami_sp.key’, ‘utf-8’), //Uncomment if Request Signing is required.
//cert: process.env.SAML_CERT || fs.readFileSync(‘./okta.cert’, ‘utf-8’) // Not needed because we are not processing AuthnResponse
}
}
}
};
“`

SAML Forward Proxy Tableau – GitHub Example List Continued

5. Start the proxy if necessary. npm start.
6. Restart the Tableau Server and test the proxy by calling your Tableau Server in the Browser. View URLs and any public pages (for example, sites and projects) will work as the proxy will forward the RelayState.
7. test the SAML Forward proxy with Tableau Desktop and the Tableau Mobile App. They should work as expected.

This example code has been tested with Okta and Azure AD.

SAML Forward Proxy Tableau – Community Rocks

Another solid find in the Tableau Community world. I am thrilled to share this with our audience and, hopefully, more future Tableau SAML implementations!

Upgrade Tableau Server, Restore Tableau Server, and Advice.

A Way to Upgrade Tableau Server v8 through v10. Also, the method to Restore Tableau Server too!

Upgrade Tableau Server quickly – first please read below statement before beginning the upgrade! These are safety tips and explaining our experience.

Upgrading Tableau Server is Easy, Fast, and Painless!

Tip: Steps 1-3 are not necessary for later versions of Tableau Server. Check out our video embedded below.

It’s not a lot of steps. Do not skip steps, they are designed to keep everything safe and backed up. I know it’s a common practice to skip to the part that you think you should be on. Be aware skipping may cause more downtime.

If the Server is active, the best practice is to schedule an outage across all the users. To ensure during the process no one loses their work by mistake.

How to Upgrade Tableau Server Steps and Best Practices

  1. Run CMD as admin, shift right click then run as admin.
  2. Stop the service
    • Tabadmin stop
  3. Check if down
    • Tabadmin status
  4. Generate backup file
    • http://kb.tableau.com/articles/knowledgebase/server-maintenance
    • tabadmin backup <*directory w/ file name*>
    • copy and paste this file to the VM desktop and the local machine desktop
      • Keep more than one copy of this during the upgrade process, especially if there is only one instance of tableau server running (production instance)
      • If you’re unable to get a clean VM to do a fresh install on: Do the following to clean up all old metadata and tableau related files
  5. Full Uninstall Tableau Server
    • Add/remove programs – Uninstall Tableau Server
    • OR Use the uninstall .exe in the Root directory
    • If tableau server was ever installed on the C drive (check always):
      • Open c:\programdata
      • If c:\programdata\tableau exists, remove it after the uninstall
      • Including any Tableau Server related directories
  6. Restart the OS
  7. Navigate to www.tableau.com/Server
    • Download latest version of Tableau Server
  8. Install Tableau Server
    • NOTE: Use anything other than the OS Drive (C:) to avoid the
      • generation of c:\Programdata
      • avoid competition for resources with the OS
    • Install Tableau Server on its own drive!

After Upgrading Tableau Server – Restore Tableau Server – Steps and Best Practices

Okay, you are done with above, now you need to restore Tableau Server. Take your time, make sure everyone is aware of this outage, don’t skip steps.

Restore Tableau Server can be done quickly if your backup isn’t massive.

  1. Restore from the previous Backup
  2. Test connection to localhost
    • check content
    • users
    • security
    • etc
  3. Restart VM
  4. Update any scripts to point at new BIN directory
  5. Update environment variables to point at new BIN directory

Our Experience Updating and Installing Clustered Tableau Server

Here’s a picture of Tyler Garrett, onsite at GoPro – pointing at the GoPro Tableau Server frontend.

Tyler-Garrett-at-GoPro-Headquarters -solo pic

Hanging with the GoPro crew, helping customize their Tableau Server frontend and architecture for long term scalability for years to come. Generated custom scripts, custom UI, and advanced Tableau Server training. Holding a GoPro camera!

Steps that explain how to protect your environment and content on Tableau Server. Also to help minimize the outage. Do your best to follow along.

These steps work if your environment settings are ready for the Tableau Server Upgrade. Grab your sysadmin if there are lots of interesting permissions or read/write problems.

Server Best Practices we recommend

Run a backup at any time with recent Tableau Server versions. We would recommend running a backup daily at night. If you have a lot of content, it will take a little bit to backup everything.

Sometimes can cause outages, be prepared. Work with senior staff before trying to backup a massive file. There are lots of versions of Tableau Server running in enterprise companies.

Warning Before upgrading Tableau Server

Some of these moves can cause an outage. Work with senior staff before trying to backup a massive file. There are lots of versions of Tableau Server running in enterprise companies.

Tyler-Garrett-at-GoPro-Headquarters

Hanging with the GoPro crew, helping customize their Tableau Server frontend and architecture for long term scalability for years to come. Generated custom scripts, custom UI, and advanced Tableau Server training.