Update: As of 15th of January 2018, Tableau 10.5 has been released I have updated links to the online help.
First things first, go ahead and check out the Pre-release site to register, check out the release notes and download the latest Beta for the Linux version of Tableau Server. I’ll be going ahead and setting this up in an AWS EC2 using a 64-bit CentOS Linux instance. This is a machine that will primarily be used for testing and will spend most of it’s life powered down, so I have decided not implement things such as firewalls and use local authentication only. Your situation may be different, so please adjust accordingly 🙂
- You already have an account in AWS
- …and you have access to your AWS Access Keys
- You are aware that this is a Beta and hence not recommended in Production environments.
One handy utility is curlWget which, as per the author, “Builds a command line for ‘curl/wget’ tools to enable the download of data on a console only session.”. Exactly what we need 🙂 and is really helpful for accessing those complex URL’s when downloading the RPM packages. Another utility you will want is WinSCP.
For reference you will want to bookmark the site below, which is (currently as of November 2017) still in Beta.:
Before I go on, it is assumed that you are aware of Tableau Server’s requirements for use in Development and Production requirements. If not, take a look here:
…and for Production spec instances – not that you should be running the Beta in production:
As of today (Nov. 2017) the current supported Linux distrbutions are :
- Red Hat Enterprise Linux (RHEL) 7, CentOS 7, and Oracle Linux 7.
- Ubuntu 16.04 LTS only. Version 17.04 is not supported.
For this installation I’ll use CentOS 7, and this one looks like a good one to use from the AWS Marketplace.
This won’t be a detailed walk through of setting up your AWS EC2 instance as there’s lots of resources around that, however here are a few highlights to ensure a smoother Tableau install later on:
Instance details – ensure you pick a supported instance as per above:
Storage capacity – ensure you pick at least 50GB of storage during Step 4: “Add Storage”. You can add storage afterwards of course using Linux’s disk and file management tools.
Security Group configuration in EC2 – Ensure you open the ports shown below at a minimum. These ports are outlined in the jump-start install for Tableau Server on Linux:
..again as a caveat, security for this installation is not the primary concern for my specific use and you should do your own investigation as to what’s appropriate for your use case, i.e:
…and finally you should have access to that public/private key pair, right?
Launch, wait a few minutes and then connect using your key pair via PuTTy or mRemoteNG and you should get a command prompt as ‘centos’ user:
Finally double check you have everything ready for Tableau Server installation, namely:
- Operating system: CentOS 7 or Ubuntu
- Opened ports: TCP 80, TCP 8850, UDP 2233
- Tableau Server administrator account: admin (yours might be different)
Once all done, go to Part 2…