Install Tableau Server on Windows

Have your Tableau License key ready (unless you are just evaluating Tableau).

If you are installing Tableau Server on the target machine for the first time, it will take several minutes to install.

Tip: There are two different kinds of accounts used for setting up Tableau Server. The Windows (service) account that Tableau Server uses when it accesses resources to run the various processes that make up Tableau Server. This is also termed the 'run as' account. This is a user account on the host machine that has full administrator privileges. The Tableau Server Administrator account. This is the interactive user account that is used on the Tableau Login page to access the administrative capabilities of Tableau. This is NOT typically a windows service account, and for security reasons should NOT be the same account as the 'run as' account.

After the Tableau Server installer completes, run Tableau for FICO (v2021.1 and later) configuration for Xpress Insight.exe. If you already have Tableau Server installed, go straight to the later topic Configuring Tableau for FICO for Xpress Insight on Windows.

1. To perform a new install of Tableau Server, run the TableauServer-2021-3-2-FICO-64bit.exe executable file.
   The Tableau installer will display several screens to enable you to specify features and locations to install the Tableau media onto the machine. After these are complete, you are required to set up the Tableau Services Manager.
2. The Tableau installer will display a browser window to allow you to log in to Tableau Services Manager and activate the licence, set up users, and configure the connection port. You need Administrator rights for the machine on which Tableau Server is installed to set these values. This dialog requires the Windows administration account username and password (service account).

   

   Tip: TSM is used to configure the server, and requires an account with administrative privileges on the computer running TSM. This is not the same administration account used by Xpress Insight. The two accounts will be linked at a later point in the installation process.

3. After you have signed in, you must activate the installation of Tableau Server. Enter your product key and click Activate. The setup program will connect to Tableau Server to confirm the licence, then display the result. If you do not have a product key, you can continue as a trial user.
4. The next window enables configuration of user management and the connection port. There are four panes:
   • Identity Store—The identity store manages Tableau Server accounts. You can configure the identity store to synchronize with an external user store directory (for example, OpenLDAP or Active Directory) or to manage and store accounts on Tableau Server(Local). Choose Local unless you will use Active Directory to authenticate users. For more, see the Tableau website.
   • Run As Service Account—Tableau Server must run under a specific Windows account. The default Run As Service Account is a local account on the server. If the server needs access to resources on the network, you should specify a domain user account.
   • Gateway Port— Tableau Server defaults to allow web access (via HTTP) on port 80. If the installer detects port 80 is in use when you first install Tableau Server, an alternate port (for example 8000) is used and displayed in the Port Number box. You may choose to change the port if you have a hardware firewall or proxy in front of the Tableau host.
   • Include Samples—Select the checkbox to include sample workbooks.

   

5. When you are satisfied with your settings, click Initialize. The initialization process can take a while, the progress window displays the steps as they complete.

   

6. When the server has been initialized, click Continue to create an Administration account—this is the account on Tableau Server, not an administrator on the host machine—this account accepts the connection from Xpress Insight. In the browser window, create an administrator account with the username admin and the password admin123.

   

7. When the admin account has been created, log out of Tableau Server and close the browser window.
8. After you have successfully installed Tableau Server, run the Tableau for FICO executable file to configure Xpress Insight to connect to Tableau Server. For more, see Configuring Tableau for Xpress Insight.

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