Automating Tableau Server Backups
Tableau recently released the latest evolution of their analytics platform: 2018.2. Unless you have been living under metaphorical data analytics rock, you should already know that with this release Tableau is coming with a whole range of new features. With support for dashboard extensions and improved workbook performance, it’s all the rage now.
One major change that was introduced in 2018.2’s Windows version was Tableau Services Manager. (Note: If you’re using Tableau Server on Linux, this isn’t a change for you. It’s been using TSM from the beginning.) TSM allows an administrator greater flexibility and control over Server operations as well as a new user interface for server management. Gone are the days of accessing the physical machine to make any configuration changes to Tableau Server. Now, you can do all of that and more in any modern browser window.
But, as the old saying goes, with great change comes a great need to correct any automation that has been built around the application. With Tableau Server v2018.2, this is applicable to the extreme. Tableau overhauled its previous command line utility for server administration and configuration, Tabadmin, in favor of TSM. That means any automation built into Tableau Server using Tabadmin, say for versions prior to 2018.2, is now completely useless. As a Tableau Server Administrator, I have seen this occur most frequently for Tableau Server application backups.
For that reason, we’ve been developing a robust Tableau Server backup solution for v2018.2 and beyond. Now, we are sharing that out to the world. You can find below a packaged ZIP file containing a comprehensive document, along with the scripts and other supplementary files, that will help you automate your Tableau Server in a jiffy.
A big shout out to my good friend and colleague, Bill Barnes, for his invaluable support and extensive knowledge on all things scripting, without whom I would have spent far longer racking my brains to build this project.
If you have any questions, please feel free to reach out to us at firstname.lastname@example.org.