Tableau Server External Repository

The Tableau Server Repository is a PostgreSQL database that stores data about all user interactions, extract refreshes, and more.

The repository can be installed as locally on the same nodes as the Tableau Server or installed externally. The supported hosts for the external repository are:

  • Amazon RDS (Beginning in version 2019.3)
  • Azure Database (Beginning in version 2020.4)

The repository can be configured in two ways:

Local repository:  The PostgreSQL Database is installed and deployed locally, meaning it is deployed along with Tableau Server. 

External repository:  The PostgreSQL Database is deployed externally.  The external repository can be installed on Amazon RDS or Azure Database.

For more information about what Tableau Server Repository is in general, see:

This topic is an overview of the Tableau Server external repository.

External Repository Considerations

Both Amazon RDS and Azure Database offer better scalability, reliability, high availability and security built-in for PostgreSQL. By integrating more closely with these cloud offerings, you will be able to take advantage of these additional benefits.

Requirements

  • Your Tableau Server must be installed and running on Amazon Web Services (AWS) or Azure virtual machine.

  • Your Tableau Server must be using the following versions:

    • 2019.3 or later to use with AWS
    • 2020.4 or later to use with Azure.

      Note: Azure Database for PostgreSQL version 12 is currently in public preview.

  • You must use PosgreSQL version 12 or later. On Azure, PostgreSQL 12 is currently in preview. For more information, see Azure Database for PostgreSQL Flexible Server .
  • Your Tableau Server must have the Server Management Add-on keys activated.

  • Familiarity with Amazon RDS, or Azure Database setup and management.

Topology

The diagram below is a summarized version of the Tableau Server topology with External Repository.

The diagram below is a detailed version of the Tableau Server topology with External Repository and shows all the processes installed on each node.

Managing the External Repository

License Management

To enable this feature you must first activate the Server Management Add-on product keys on Tableau Server. For more information, see About Tableau Server Management Add-on. If you don’t have the Server Management Add-on keys activated or if the licenses is expired, you will see the following behavior:

  • If you try to configure Tableau Server to use external repository during installation, you will see an error message, but you will be able to continue the installation and Tableau Server Repository will be installed locally.  For single server installations, the repository is installed on the same machine as Tableau Server.  For multi-node installations, the repository is installed on one of the nodes of your Tableau Server cluster.

  • If you are already using an external Tableau Server Repository on your Tableau Server installation, and the Server Management Add-on license expires, the server will fail on restart.  If you no longer have a valid Server Management Add-on license, but have a valid Tableau Server license, you will still be able to create a backup.  You can also migrate the external repository to local repository which does not require the Server Management Add-on license, to get your server up and running again.  For more information on how to migrate from external repository to local repository, see Re-Configure Tableau Server Repository.

Supported Migration Scenarios

  • Moving your repository from local to external.

  • Moving your repository from external to local.

Backup and Restore

If you have only External Repository configured:

The backup and restore process remains is the same for both local and external repository and as described in the Back up Tableau Server data  topic.

  • The backup and restore commands work in the same manner for both local and external repository.  Backup in the case where Tableau Server uses external repository requires more disk space for backup, so you should keep that in mind when configuring your disk space.

  • The default and other supported locations for storing the backup file are the same whether it the repository is local or external.

The following exceptions apply to Tableau Servers using external repository:

  • Any custom user accounts that are created in the external Tableau Server repository will be included in the restore, but the passwords for the custom user accounts will not be.  The passwords will have to be reconfigured after restore is complete. Custom user accounts are PostgreSQL database user accounts, used by SQL or other database client software to connect to the PostgreSQL database.

    Note: These custom accounts will be disabled as a security measure, but this can be reconfigured.

  • Configuration and topology should not be included in the backup.  For more information on how to export configuration and topology settings, see Perform a Full Backup and Restore of Tableau Server.

If you have both External Repository and External File Store configured:

You have a couple of options if you have both External Repository and External File Store configured for your Tableau Server. These options allow you to take advantage of the snapshot backup capabilities of the cloud platforms you might be using to host the External Repository and File Store. For more information, and detailed step by step instructions, see Backup and Restore with External File Store.

Disaster Recovery

  • AWS: If as part of your disaster recovery plan, you have configured snapshot backups of your AWS RDS instance, you can use it to restore a snapshot to a new instance and point your Tableau Server to the new RDS instance. For more information, see Backing Up and Restoring an Amazon RDS DB Instance.
  • Azure: If as part of your disaster recovery plan, you have configured periodic automatic backups of your Azure Database instance, you can use it to restore the backup to a new instance and point your Tableau Server to the new Database instance. For more information, see Backup and Restore in Azure Database for PostgreSQL.

Updating the SSL Certificate

If as part of a planned expiration of the SSL certificate of the RDS or Azure Database instance, you need to update the instance with the new certificate file. You will also need to update Tableau Server settings to use the new certificate file. You can do this by downloading the latest file and running the tsm topology external-services repository replace-host command and providing the new certificate file.

High Availability Considerations

  • AWS: Tableau Server does not manage or setup high availability for the external repository. Amazon RDS offers high availability features that can be used to provide high availability, manage failover, etc. For more information, see Amazon RDS High Availability(Link opens in a new window).
  • Azure: Tableau Server does not manage or setup high availability for the external repository. Azure offers high availability features that can be used to provide high availability, manage failover, etc. For more information, see Azure Database High Availability(Link opens in a new window).

Monitoring the Status of the Repository

TSM status page will show the Tableau Server external service as an additional node for your Tableau Server installation.

The topology tab indicates whether there are Tableau Server external services configured:

Getting Logs

Tableau Server logs will not include logs from the external repository. Use the following ways to get the logs specific to your instance:

Next Steps

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