How to configure general server options

How to configure general server options

How to configure general server options


By default, Tableau Server runs under the Network Service account. To use an account that will accommodate NT authentication with data sources, specify a user name and password. The user name should include the domain name.

User Authentication

Select whether to use Active Directory to authenticate users on the server. Select Use Local Authentication to create users and assign passwords using Tableau Server’s built-in user management system. You cannot switch between Active Directory and Local Authentication later.

Tableau Server supports several types of SSO solutions: OpenID, SAML, and Kerberos. It’s important to understand how the decision about whether to use Active Directory or local authentication affects SSO:

OpenID requires local authentication.
Kerberos requires Active Directory authentication.
SAML works with either Active Directory or local authentication. However, if you plan to configure Tableau Server for site-specific SAML authentication, you must select local authentication.

If you use Active Directory:

You can optionally Enable automatic logon, which uses Microsoft SSPI to automatically sign in your users based on their Windows username and password. This creates an experience similar to single sign-on (SSO). Do not select Enable automatic logon if you plan to configure Tableau Server for SAML, trusted authentication, or for a proxy server.

Be sure to type the fully qualified domain name (FQDN) and nickname (NetBIOS name).

To determine the FQDN: Select Start > Run then type sysdm.cpl in the Run textbox. In the System Properties dialog box, select the Computer Name tab. The FQDN is shown near the middle of the dialog box. The first time your users sign in, they will need to use the fully qualified domain name (for example, myco.lan\jsmith). On subsequent sign-ins, they can use the nickname (NetBIOS name), for example, myco\jsmith.

The default port for web access to Tableau Server (via HTTP) is port 80. If the installation program determines that port 80 is in use when you first install Tableau Server, an alternate port (for example 8000) is used and shown in the Port number box.

You may need to change the port for other networking needs, for example, if you have a hardware firewall or proxy in front of the Tableau Server host, this might make running a back-end system on port 80 undesirable.



Select whether to open a port in Windows firewall. If you do not open this port, users on other machines may not be able to access the server.

Sample data

Select whether to include sample data and users. The Include sample data and users option installs several sample workbooks and data, which can help you get familiar with Tableau Server (especially if you are installing a trial version of the product). If you select Include sample data and users, the first user created in Tableau Server will be assigned as the owner of sample workbooks and data. To change the assigned owner.

Server Crash Reporter
Select whether to allow Tableau Server to upload crash data. If you select the Enable Crash Uploading option, Tableau Server will upload crash data if the server crashes. Crash data is packaged and encrypted, then uploaded no more than once a day, at the scheduled time. Tableau will use this data to help identify and eliminate issues that can cause crashes.

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