Configure and Manage the Bridge Client Pool

This topic describes how site admins can configure and manage pooling for Bridge clients. Pooling allows clients across the site to load balance data freshness tasks for data sources that connect to on-premises data.

Configure pooling

The purpose of a pool is to distribute (or load balance) data freshness tasks among the available clients in a pool. Although the client in the pool that performs the data freshness task is chosen at random, if for whatever reason a client can no longer perform the task, the task is automatically rerouted to another available client in the pool to handle the task. There is no additional intervention required from you or your users to support or manage the pool of clients.

Pooling is optimized for keeping data sources that connect to relational data fresh. Pooling support does not extend to data sources that connect to file data because scheduled refreshes must be associated with a specific client.

In general, we recommend pooling in the following situations:

  • Bridge is used as a critical service. If your organization requires that live query and scheduled refresh support must be available even if a client becomes unavailable.

  • Client is at capacity. If your existing site traffic is exceeding current capacity of the client.

Before configuring the pool

Before you can configure the client pool for the site, review the following:

  • (Required) Clients must be installed and running.
  • Clients are configured to run as a service. For more information, see Application versus Service mode.
  • The user authenticated into the client is a Tableau Online site admin. For more information about deploying Bridge, see Plan Your Bridge Deployment.

Note: Prior to Bridge 2020.2, only live queries could be pooled. Scheduled refreshes for extracts could not be pooled.

Note about user roles

Only site admins, or users with either the Site Administrator or Site Administrator Creator role, can configure and maintain pooled clients. Regardless of the type of user authenticated in to the client, only site admins can add clients to the pool, remove clients from the pool, and monitor clients in the pool.

Step 1: Ensure clients can connect to the site

In order for Bridge to work with your site, you must allow clients to authenticate to the site.

  1. Sign in to Tableau Online using your site admin credentials and go to the Settings page.

  2. Click the Authentication tab and validate that the Let clients automatically connect to this Tableau Online site check box under the Connected Clients heading is selected. For more information about this check box, see Access Sites from Connected Clients.

Step 2: Enable pooling

In addition to the site setting above, you must configure a Bridge-specific setting to enable pooling for the site.

  1. While signed in to Tableau Online as a site admin, click the Bridge tab on the Settings page.

  2. Under Allow Load Balancing heading, select the Allow load balancing across Bridge clients to keep on-premises data fresh check box.

After you enable pooling for the site, as part of the publishing process, Tableau Online associates users and certain data source with Bridge and the client pool automatically.

Step 3: Add clients to the pool

By default, all Bridge 2020.2 and later clients are included in the pool when if the user authenticated into the client is a site admin. Follow the procedure below to add clients that were not automatically added to the pool or removed from the pool at some point.

  1. While on the Bridge tab, under Client Status, navigate to the client you want to include in the pool.

  2. In the Pool column, click the drop-down arrow and select Default.

  3. Repeat step 2 for each client you want included in the pool.

Manage pooled clients

There are a few ways you can manage your pooled Bridge clients.

Monitor data freshness tasks

You can monitor client activity using a combination of the Jobs page and built-in admin views.

Refresh jobs

To monitor refresh jobs, you can use the following resources:

  • Jobs page: The Jobs page can show you the completed, in progress, pending, canceled, and suspended refresh jobs that use Recommended schedules. For more information, see About Bridge Refresh jobs.

  • Background Tasks for Non Extracts admin view: After filtering on Refresh Extracts Via Bridge, this admin view shows refresh jobs for data sources that use Recommended schedules. For more information, see Background Tasks for Non Extracts.

  • Bridge Extracts admin view: This admin view shows refresh jobs for data sources that use Bridge (legacy) schedules. For more information about this view, see Bridge Extracts.

Live queries

To monitor live query activity, you can use the Traffic to Bridge Connected Data Sources admin view.

Manage registered clients

In the Client Status table, you can see a list of all the clients that are registered to the site, not just the clients that you're authenticated to. Clients can only be registered to one site at a time.

The clients you see in this list can tell you the following information:

  • Client name, which is also the name of the machine the client is installed on and running from.

  • Owner name, which in most cases is a site admin. This is the user who is authenticated (signed in) to Tableau Online from the client.

  • Pooled or not pooled:
    • Clients listed as "Default" are included in the pool. This means clients are load balancing live queries and scheduled refreshes for data sources (live connections or extract connections) that connect to on-premises relational data.

    • Clients listed as "Not pooled" are, in most cases, specific clients that are set aside to run Bridge (legacy) schedules, which includes scheduled refreshes for data sources that connect to file data.

    Note: Pools cannot be partitioned to handle live queries separately from scheduled refreshes.

  • Client version:

    • A warning icon () displays in this column when the client is not running the latest version of Bridge. Although not required, we strongly recommend upgrading to take advantage of the latest security and feature updates. To download the latest version of Bridge, go to the Tableau Bridge Releases(Link opens in a new window) page on the Tableau website.

      Note: The warning icon shows only when there is a newer client available for download. The warning icon is not an indication that there are issues with the client or related Bridge data sources.

    • Clients that are integrated with Tableau Desktop (versions 2018.1 and earlier) will not have version numbers listed.

  • Connection status—for more information see the section below.

  • Last connected—shows the day and time Tableau Online was last able to reach the client.

Client connection status

In the table of registered clients, the colored circles and status labels indicate the availability of the client to support data freshness tasks.

  • Green or "Connected": A green or Connected state indicates that the client is connected and available to support live queries (live connections) and schedule refreshes (extract connections).

  • Red or "Disconnected": A red or Disconnected state can indicate one of a few conditions that have temporarily put the client in a disconnected state. The most common scenario is if the client is not running or was unable to establish communication with Tableau Online after being launched. You can hover the mouse over the status to see a tooltip that describes the condition.

    Notes: 

    • When the client is in a disconnected state, live queries might be disrupted. In cases like this, views that depend on data sources with live connections may properly display until the issue is resolved.
    • When a client is in a disconnected state, However, extract refreshes continue to run on schedule and manual refreshes from the client can be initiated.
  • No color or blank: Clients that are integrated with Tableau Desktop (versions 2018.1 and earlier) can't show different states of availability.

The states described above reflect and correspond to the status you see in the client.

Troubleshoot pooling

Bridge Refresh jobs fail with one of the errors listed below.

The following errors can be seen on the Jobs page and the Background Tasks for Non Extracts admin view.

  • "errorID=NO_POOLED_AGENTS_ASSIGNED"

    This issue can occur if there are no clients in the pool. To resolve this issue, add at least one Bridge 2020.2 (or later) client to the pool. For more information, see Step 3: Add clients to the pool.

  • "errorID=NO_AGENT_IN_POOL_SUPPORTS_REMOTE_EXTRACT_REFRESH"

    This issue can occur when a Recommended schedule job tries to run without at least one Bridge 2020.2 (or later) client in the pool. To resolve this issue, add at least one Bridge 2020.2 (or later) client to the pool. For more information, see Step 3: Add clients to the pool.

  • "errorID=NO_POOLED_AGENTS_CONNECTED"

    This issue can occur when none of the clients in the pool are available to run data freshness tasks. For more information, see the Client connection status section above.

  • "errorID=REMOTE_EXTRACT_REFRESH_ALL_AGENTS_BUSY" or "errorMessage: Maximum concurrency reached" in the client

    These issues can occur if the number of Recommended schedule jobs running at a given time exceeds the capacity of your client pool. To help resolve this issue, you can do the following: 

  • "errorID=SITE_NO_LONGER_HANDLING_LIVE_QUERIES"

    This issue can occur when Bridge pooling has not been enabled or turned off for the site. To help resolve this issue, enable pooling. For more information, see Step 2: Enable pooling.

Bridge clients are being signed out

This issue can happen if you deploy a large number of clients under the same Windows services account. When there are more than 10 clients running under one Windows services account, account security measures can cause clients to be logged out. For more information, see Windows services account.

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