Install the Platform Analytics reporting server

Install the Platform Analytics reporting server on a Windows host by installing Tableau Server and deploying the Platform Analytics report package.

What you need to do

The intended Platform Analytics reporting host must meet the Tableau Server system requirements. For more details, refer to Prepare for the Platform Analytics installation.

You can also install the Platform Analytics reporting server on the Platform Analytics server host if the Platform Analytics server host is running Windows. The Platform Analytics reporting server can run on the same host as the Platform Analytics server if this host meets the system requirements of both the Tableau server and the Platform Analytics server software.

  1. Log into the intended Platform Analytics reporting host as a user with administrator privileges.
  2. Run the Tableau Server installation package.

    Navigate to the Tableau Server installation package and double-click the file.

  3. Follow the dialog prompts to complete the installation.
  4. Enable embedded credentials in Tableau Server.
    1. Log into Tableau Server as the administrator. Log in with the following link: http://<host>[:port].

      Where host is the host name of the tableau server and port is the port number which you enter during the installation of tableau server.

    2. Click Maintenance in the Administration area on the left side of the page.
    3. Enable the Embedded Credentials option in the Settings section of the Maintenance page.
  5. Extract the Platform Analytics report package to a directory in the Platform Analytics reporting server host.

    For example, extract the Platform Analytics report package to C:\analytics8.0.2_reports.

  6. Navigate to the conf subdirectory of the extracted Platform Analytics report package directory.

    For example,

    cd \analytics8.0.2_reports\conf

  7. (Optional - to interface with Platform Application Center) Edit the rptbuilder.conf file to enable and specify the value of the required parameters.This is required only if you run the batch report generation daemon.
  8. Publish the Platform Analytics reports to the Tableau Server.
    1. Navigate to the bin subdirectory of the extracted Platform Analytics report package directory.

      For example,

      cd \analytics8.0.2_reports\bin

    2. Run the report installer batch file.

      rptInstall.bat

    3. Follow the dialog prompts to complete the installation.

      You need to specify the following to complete the installation:

      • Database server name.

      • Database user name and password.

      • Tableau Server administrator name and password.

      • Tableau Server port number.

Install the Platform Analytics Designer

The Platform Analytics Designer is optional and is used for dashboard design or customization. You can install the Platform Analytics Desktop on any host with Windows XP or above installed.

  1. Log into the intended Platform Analytics reporting host as a user with administrator privileges.
  2. Run the Platform Analytics Designer installation package TableauDesktop-6.x.x-PlatformComputing.msi.
  3. Follow the dialog prompts to complete the installation.
  4. To connect to the Vertica database, you need to install Vertica client drivers on the same host where the Platform Analytics Designer is installed.

To publish customized workbooks, you have to install and use the Platform Analytics Designer or run the tabcmd tool provided by the Tableau server. To know more details on the Platform Analytics Designer, refer to the Tableau documentation.

Setup your cluster locations

You should have the Platform Analytics Designer installed.

You need to set up all your cluster locations using the Platform Analytics Designer.

  1. Open a workbook in the Platform Analytics Designer.
  2. Click Presentation Mode on the tool bar.
  3. Navigate to the dashboard that shows the map, right-click on it and select Go to Sheet.
  4. In Dimensions, select Cluster, right-click on it and select Geographic Role > Edit Locations....
  5. In the Edit locations window, select the appropriate location for each data value from the drop-down list.
  6. Click OK to save and exit from the window.

Now all the clusters will be shown on the map. If you have many clusters, you can adjust the size of the map to see all your cluster locations.