Portals for Tableau 101: AWS CloudFormation

Data

Portals for Tableau 101: AWS CloudFormation

You’ve been tasked with installing Portals for Tableau, and your IT prefers using AWS CloudFormations. The bad news is that this is all new to you, so you’re not sure how to proceed. The good news is that InterWorks has a CloudFormation template you can use.

Here are steps you can take to set up a portal using our template.

Download the AWS CloudFormation template from https://portals.interworks.com and save it somewhere on your computer. Take note of where you save it.

AWS CloudFormation template download

Log in to your AWS account and navigate to CloudFormation:

AWS account CloudFormation navigation

Click on Create Stack to start the process. You will be able to select the CloudFormation template on the next screen.

create a stack in AWS CloudFormation

Select the option to upload a template, browse for the file you downloaded from https://portals.interworks.com and click the Next button:

select template for AWS CloudFormation

Enter the details of the stack you want to create, and click on the Next button. Be sure to note the database details you use here for use later in the process.

stack details in AWS CloudFormation

Enter options as needed and click on the Next button. I recommend adding a Name key/pair at the top to name your EC2 instance.

Name key/pair for EC2 instance

Review the details to ensure everything is correct and click on the Create button.

You should now see the creation in progress, which will result in a new EC2 instance when completed:

EC2 instance creation in AWS CloudFormation

After the EC2 instance is created, go to the install page based on your EC2 instance’s IP address or host name. For example, if the EC2’s IP address is 512.256.128.64, then the install page will be located at http://512.256.128.64/install.php.

You should see a system check page with all passing tests. Click on the Continue button at the bottom:

system check page in AWS CloudFormation

Enter the same database details you entered earlier to connect the portal to its database, and click on the License button:

database details on AWS CloudFormation

Enter your Portals for Tableau license key and click on the Continue button to install:

Portals for Tableau license key in AWS CloudFormation

When it completes, you should be able to get to your portal’s frontend (ex: http://512.256.128.64/) and backend (ex: http://512.256.128.64/backend).

At this point, you are ready to set up the portal as needed.

More About the Author

Matthew Orr

Solutions Architect
Portals for Tableau 101: Contact Us Forms Disclaimer: This is a more advanced topic than our typical 101 blogs. You will need to feel somewhat comfortable with editing HTML code ...
Portals for Tableau 101: Setting up SSL/TLS Certificates for HTTPS If your portal is available to the World Wide Web, we highly recommend setting up encryption for the connection between your users and ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK

×

Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Germany
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072