Deploy Tableau Desktop & Prep: Any Size, Any Time

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1

2 Welcome

3 # T C 1 8 Deploy Tableau Desktop & Prep: Any Size, Any Time Aruna Balasubramanian Staff Product Manager Tableau Software Steve Meyer Senior Software Engineer Tableau Software

4 Steve Meyer 3,500 mi/5600 km so far Yoga practitioner for 10+ years Zero Two Lima

5 Aruna Balasubramanian 12 countries and counting Hiking the national parks 8 so far Amateur gardener

6 Why Attend This Session? Tableau continues to invest in the Enterprise And support deployments of all sizes

7 Why Attend This Session? Knowledge sharing about deployments

8 Why Attend This Session? What s new in our products Desktop installer evolution Virtualization support for desktop applications Learn about the new installers Learn about new activation methods

9 What Do We Mean By Desktop Applications?

10 Step 1: Plan Step 2: Deploy Step 3: Track

11 Installation environment Physical machine Virtual application sharing Virtual desktop infrastructure System Requirements OS, memory, storage Version compatibility Network access Maps and Licensing

12 Activation method Database driver needs Desktop installation options What s new Upgrading Integration with existing deployment processes Testing in your environment

13 Step 1: Plan Step 2: Deploy Step 3: Track

14 Self-Service Installs

15 Integrated packages for common DB drivers Amazon Redshift Microsoft SQL Server PostgreSQL Basic customization options Install Desktop for yourself guide

16 Installing Tableau Desktop on Mac Apple installer package since 10.2 Features Bundled DB drivers Customization More secure Logging Install Desktop for yourself guide

17 New product that allows you to prepare your data for analysis was its first release Available for Windows and Mac Install Prep for yourself guide

18 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

19 Automated Deployment

20 Deployment Guide Installing for Others Install for others guide

21 How Are Installations Automated? Batch file or script Software configuration management system User-facing tool that interacts with a configuration management tool

22 Windows Command Line Support TableauDesktop-64bit exe /?

23 New Windows Installer Properties ACTIVATE_KEY=<valid key> REGISTER=1 0 REMOVEINSTALLEDAPP=1 0 Full list of properties is online RECLAIMLICENSE=1 0 Captain s Log: properties involving licensing or registration must be run in the end-user's context.

24 Scripted Installations Can be integrated with your existing scripting tools Windows TableauDesktop-64bit exe /quiet ACCEPTEULA=1 AUTOUPDATE=0 /log "logfile.txt" Mac sudo installer -pkg Tableau\ Desktop.pkg -applychoicechangesxml custom.xml -target /

25 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 exe -x c:\output

26 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

27 Product Activation For Desktop/Prep

28 Product Activation Evolution Permanent activation method Authorization to Run Identity-based activation

29 Default activation method Outside your network Desktop/Prep 1 Activation request 2 Permanent activation Licensing.tableau.com

30 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

31 Outside your network Desktop/Prep 1 Product key info 4 ATR ATR Service 2 Activation request 3 Activation record Licensing.tableau.com

32 Tableau Desktop and Prep must periodically connect to 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

33 Virtual Desktop Support v10.5 Uses ATR activation method Enable feature Registry on Windows.plist file on Mac Automated installs ATRENABLED=1 ATRREQUESTEDDURATONSECONDS=86400

34 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

35 Outside your network Desktop/Prep 1 Log in 4 ATR lease Tableau Server ATR Proxy 2 Activation request 3 ATR lease ATR. licensing.tableau.com Postgres

36 IBA: DEMO

37 Identity Based Activation 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 Captain s Log: Requires Subscription Creator license on Tableau Server

38 Step 1: Plan Step 2: Deploy Step 3: Track

39 Reporting Track current usage Manage user licenses Plan future usage

40 Desktop Reporting v10 Centralized view of desktop deployment Admin 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 organization Information is stored in Postgres table desktopreporting Captain s Log: Custom Admin Views are supported

41 Desktop License Usage

42 Desktop License Expiration

43 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

44 Differences: Desktop Reporting vs. IBA Desktop Reporting Server Admin Views only Identity-Based Activation Server and Site Admin Views

45 Differences: Desktop Reporting vs. IBA Desktop Reporting Server Admin Views only Tableau Server only Identity-Based Activation Server and Site Admin Views Tableau Server and Online

46 Differences: Desktop Reporting vs. IBA Desktop Reporting Server Admin Views only Tableau Server only Identity-Based Activation Server and Site Admin Views Tableau Server and Online

47 Differences: Desktop Reporting vs. IBA Desktop Reporting Server Admin Views only Tableau Server only Desktop only Identity-Based Activation Server and Site Admin Views Tableau Server and Online Tableau Desktop and Prep

48 Differences: Desktop Reporting vs. IBA Desktop Reporting Server Admin Views only Tableau Server only Desktop only Desktop needs to be configured explicitly Identity-Based Activation Server and Site Admin Views Tableau Server and Online Tableau Desktop and Prep Desktop and Prep users need creator role on Server

49 Differences: Desktop Reporting vs. IBA Desktop Reporting Server Admin Views only Tableau Server only Desktop only Desktop needs to be configured explicitly All license types: perpetual and subscription Identity-Based Activation Server and Site Admin Views Tableau Server and Online Tableau Desktop and Prep Desktop and Prep users need creator role on Server Subscription creator license only

50 Deployment Options Summary Installation method Self service Scripted Installation environment Physical machine Virtual application sharing Virtual desktop Activation method Permanent ATR Identity

51 Resources Tableau Desktop Deployment Guide [link] Database Drivers [link] Desktop Reporting [link] Virtual Desktop Support [link] What s new System Requirements Release notes [link]

52 What Are Your Takeaways?

53 R E L AT E D S E S S I O N S Deploy and Enjoy Tableau Mobile at enterprise scale 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

54 Please complete the session survey from the My Evaluations menu in your TC18 app

55 #TC18 Thank you! Aruna Balasubramanian Steve Meyer

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