Welcome

Deploy Tableau Desktop & Prep:Any Size, Any Time

# T C 1 8

Aruna Balasubramanian

Staff Product Manager

Tableau Software

Steve Meyer

Senior Software Engineer

Tableau Software

Steve Meyer

3,500 mi/5600 km so far

Yoga practitioner for 10+ years

Zero Two Lima

Aruna Balasubramanian

12 countries and counting

Hiking the national parks – 8 so far

Amateur gardener

Why Attend This Session?

Tableau continues to invest in the Enterprise

And support deployments of all sizes

Why Attend This Session?

Knowledge sharing about deployments

Why Attend This Session?

What’s new in our productsDesktop installer evolution

Virtualization support for desktop applications

Learn about the new installers

Learn about new activation methods

What Do We Mean By Desktop Applications?

Step 1:

Plan

Step 2:

Deploy

Step 3:

Track

Installation environmentPhysical machine

Virtual application sharing

Virtual desktop infrastructure

System RequirementsOS, memory, storage

Version compatibility

Network accessMaps and Licensing

Activation method

Database driver needs

Desktop installation options

What’s new

Upgrading

Integration with existing deployment processes

Testing in your environment

Step 1:

Plan

Step 2:

Deploy

Step 3:

Track

Self-Service Installs

Integrated packages forcommon DB drivers

Amazon Redshift

Microsoft SQL Server

PostgreSQL

Basic customization options

Install Desktop for yourself guide

Installing Tableau Desktop on Mac

Apple installer package since 10.2

FeaturesBundled DB driversCustomizationMore secureLogging

Install Desktop for yourself guide

New product that allows you to prepare your data for analysis

2018.1 was its first release

Available for Windows and Mac

Install Prep for yourself guide

Previously called Online Sync Client

Tableau Online feature used to securely access DBs behind a firewall

No longer part of Desktop, it has a stand-alone Windows installer

Requires signing in to Tableau Online

Does not need a product key

Tableau Bridge installation guide

Automated Deployment

Deployment Guide—Installing for Others

Install for others guide

How Are Installations Automated?

Batch file or script

Software configuration management system

User-facing tool that interacts with a configuration management tool

Windows Command Line Support

TableauDesktop-64bit-2018-3-0.exe /?

New Windows Installer Properties

ACTIVATE_KEY=<valid key>

REGISTER=1|0

REMOVEINSTALLEDAPP=1|0

RECLAIMLICENSE=1|0

Full list of properties is online

Captain’s Log: properties involving licensing or registration must be run in the end-user's context.

Scripted Installations

Can be integrated with your existing scripting tools

WindowsTableauDesktop-64bit-2018-3-0.exe /quiet ACCEPTEULA=1 AUTOUPDATE=0 /log "logfile.txt"

Macsudo installer -pkg Tableau\ Desktop.pkg -applyChoiceChangesXML custom.xml -target /

Deployment Tool Integration

Integration with Systems Center Configuration Manager (SCCM) and other deployment tools

Captain’s Log:Use Dark utility from the WiX Toolset to extract the .MSIs from the .EXE

Dark.exe C:\TableauDesktop-64bit-2018-3-0.exe -x c:\output

Key Deployment Takeaways

Think through your range of options before deploying Tableau Desktop or Prep

The Desktop & Prep Deployment Guide is a great resource for planning and gives you the information you need to execute your plan

Check the release notes to stay on top of new installer developments; they can help to simplify the deployment process

Product Activation For Desktop/Prep

Product Activation Evolution

Permanent activation method

Authorization to Run

Identity-based activation

Default activation method

1 Activation request

2 Permanent activation

Desktop/Prep Licensing.tableau.com

Outside your network

Must deactivate to use on a different machine

The activation is lost if:

The machine is re-imaged

The machine is lost or deleted

Software is uninstalled without deactivating

Bad fit for virtual machines because VMs are easily deleted

1 Product key info

4 ATR

Desktop/Prep Licensing.tableau.comATR

Service

3 Activation record

2 Activation request

Outside your network

Tableau Desktop and Prep must periodically connect to https://atr.licensing.tableau.com

Desktop silently renews ATRs in the background

ATRs expire so you can activate on a different machine

ATR duration (optional configuration) but really important

Short for virtual machines (e.g. 12 hours)

Long for physical machines that go off-line (3 months)

No explicit deactivation needed

Uses ATR activation method

Enable featureRegistry on Windows

.plist file on Mac

Automated installsATRENABLED=1

ATRREQUESTEDDURATONSECONDS=86400

Virtual Desktop Support – v10.5

Great for virtual environments

No longer hit max activations

Not for machines that do not connect outside the network

Does not work well for App-V or container technologies

Captain’s Log: Activate key via script in a virtual environment and ATR takes care of deactivation

Tableau

Server1 Log in

4 ATR lease

Desktop/PrepATR.

licensing.tableau.com

3 ATR lease

2 Activation request

ATR Proxy

Postgres

Outside your network

IBA: DEMO

Centralized role management of roles on Tableau Server/Online Site

Visibility on who is using Server, Desktop and Prep on Tableau Server

No Tableau Desktop and Prep keys to manage

Identity–Based Activation

Captain’s Log: Requires Subscription Creator license on Tableau Server

Step 1:

Plan

Step 2:

Deploy

Step 3:

Track

Reporting

Track current usage

Manage user licenses

Plan future usage

Desktop Reporting – v10

Centralized view of desktop deploymentAdmin Views on Tableau Server

OFF by default Enable feature on Desktop via installer

Specify Tableau Server(s) to report to

Enable feature on Tableau Server

Strongly recommend SSL/TLS on your Server

All the data is kept within your organizationInformation is stored in Postgres table—desktopReporting

Captain’s Log: Custom Admin Views are supported

Desktop License Usage

Desktop License Expiration

Identity-Based Activation Reporting

Server and Site Admins views on Tableau Server/Online

Desktop and Prep using IBA will automatically send information

What information is shown?Activation information for Desktop and Prep

Application version information

What users are not actively using Desktop/Prep

Differences: Desktop Reporting vs. IBA

Desktop Reporting Identity-Based Activation

Server Admin Views only Server and Site Admin Views

Differences: Desktop Reporting vs. IBA

Desktop Reporting Identity-Based Activation

Server Admin Views only Server and Site Admin Views

Tableau Server only Tableau Server and Online

Differences: Desktop Reporting vs. IBA

Desktop Reporting Identity-Based Activation

Server Admin Views only Server and Site Admin Views

Tableau Server only Tableau Server and Online

Differences: Desktop Reporting vs. IBA

Desktop Reporting Identity-Based Activation

Server Admin Views only Server and Site Admin Views

Tableau Server only Tableau Server and Online

Desktop only Tableau Desktop and Prep

Differences: Desktop Reporting vs. IBA

Desktop Reporting Identity-Based Activation

Server Admin Views only Server and Site Admin Views

Tableau Server only Tableau Server and Online

Desktop only Tableau Desktop and Prep

Desktop needs to be

configured explicitly

Desktop and Prep users need

creator role on Server

Differences: Desktop Reporting vs. IBA

Desktop Reporting Identity-Based Activation

Server Admin Views only Server and Site Admin Views

Tableau Server only Tableau Server and Online

Desktop only Tableau Desktop and Prep

Desktop needs to be

configured explicitly

Desktop and Prep users need

creator role on Server

All license types: perpetual

and subscription

Subscription creator license

only

Deployment Options Summary

Installation methodSelf service

Scripted

Installation environmentPhysical machine

Virtual application sharing

Virtual desktop

Activation methodPermanent

ATR

Identity

Resources

Tableau Desktop Deployment Guide [link]

Database Drivers [link]

Desktop Reporting [link]

Virtual Desktop Support [link]

What’s new

System Requirements

Release notes [link]

What Are Your Takeaways?

Deploy and Enjoy | Tableau Mobile at enterprise scale

R E L AT E D S E S S I O N S

Wednesday | 1:45 – 2:45 pm | L3 – 349

Deploying Tableau at enterprise scale in the cloud

Wednesday | 10:15 – 11:15 am | L3 – 349

Deployment tips for Tableau Server

Wednesday | 12:00 – 1:00 pm | L3 – 349

Please complete the

session survey from the My

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in your TC18 app

Thank you!

#TC18

Aruna Balasubramanian abala@tableau.com

Steve Meyer stmeyer@tableau.com