Upgrade Analytics Server to version 2021.4.3

The guide describes the upgrade of the Analytics Server to the 2021.4.3 version.

Prepare for upgrade

Before the upgrade, it is strongly recommended to back up your Analytics data.

Backup site configuration

Before upgrading the Analytics components, connect to the Analytics (BI) server via RDP as a Windows Administrator user and save all your custom workbooks and data sources to a predefined location on a local disk.

note

Download custom workbooks and datasources to separate directories. For example, c:\bi_backup\workbooks\\ and c:\bi_backup\datasources\\. Don't save backup files in Analytics (BI) server installation directory, for example, c:\workfusion\\ as it is deleted during the upgrade.

To download the custom workbooks from the Analytics server UI:

1. Go to a particular site, and, on the Content tab, click Workbooks. Look for the _custom postfix in their names to identify custom workbooks.

2. In the right corner of the Name column, click More (...), click Download, and save the file as a Tableau workbook.

   

   

To download the custom data sources from the Analytics server UI:

1. Go to a particular site, and, on the Content tab, click Datasources.

2. In the right corner of the Name column, click More (...), click Download, and save the file as a Tableau datasource.

   

   

3. Remember to rename the custom dashboards by replacing all occurrences of the underscore character ("_") with a plus symbol ("+") in the titles, except for the first and last two underscores.

4. To restore custom dashboards, follow the instructions in the section Backup and restore custom Analytics dashboards.

Deactivate Tableau license

Before upgrading to the newer Analytics version, you have to deactivate your Tableau Server key. For that, follow the official documentation.

Check hardware requirements

The minimal hardware requirements for the new version of Analytics Server are the following:

• CPU: 8-core, 2.0 GHz or higher
• RAM: 64 GB
• Disk: 150 GB of free space

Prepare installation package

Download the new Analytics server installation package and place it to the INSTALL_DIR/sources directory on the MASTER server under any memorable name (for example, /opt/workfusion/wf_installer/sources/WorkFusionAnalyticsInstaller-10.2.4-tableau-2021-4-2.zip)

Upgrade Analytics server

To upgrade the Analytics Server:

For single-point upgrade

1. On the MASTER server, run the following commands:

   $ cd /opt/workfusion/wf_installer
   $ ./install.sh uninstall bi

2. Restart the Analytics Server to apply changes.

3. On the MASTER server, edit the INSTALL_DIR/manifest.yml file and change the values of the following variables:

   • versions.analytics_installer:

         versions:
         ...
         analytics_installer: 10.2.4-tableau-2021-4-2
         ...

   • sources.analytics_installer:

     sources:
     ...
     analytics_installer: WorkFusionAnalyticsInstaller-10.2.4-tableau-2021-4-2.zip
     ...

4. On the MASTER server, run the following commands:

   $ ./install.sh preinstall bi
   $ ./install.sh install bi
   $ ./install.sh check bi

For multi-point upgrade

1. On the Analytics (BI) server, launch the New PowerShell ISE.

2. Launch PowerShell ISE as Administrator. Copy the following script and execute it in PowerShell on all Analytics servers (if there are several of them).

   # UNINSTALL TABLEAU SERVER
   # FILL IN THE PARAMETERS BELOW
   $install_dir   = "c:\workfusion" # The value of "install_dir" which you've set in config.yml during Linux servers installation.
   
   $env:win_user="username" # The value of "bi_user" which you've set in config.yml during Linux servers installation.
   $env:win_pass='"password"' # Leave single and double quotes in place. Replace only word password. The value of "bi_pass", which you've set in config.yml during Linux servers installation.
   # =========================================
   $package_dir   = "${install_dir}\WorkFusionAnalyticsServer"
   
   Write-Host "Uninstalling filebeat"
   $service = Get-WmiObject -Class Win32_Service -Filter "name='filebeat'"
       if ($service) {
       $service.StopService()
       Start-Sleep -s 1
       $service.delete()
       }
   
   Write-Host "Uninstalling metricbeat"
   $service = Get-WmiObject -Class Win32_Service -Filter "name='metricbeat'"
       if ($service) {
       $service.StopService()
       Start-Sleep -s 1
       $service.delete()
       }
   
   Write-Host "Stop PostgreSQL process"
   $proceses = "postgress"
           Get-Process | Where-Object {$proceses.Contains($_.Name)} | Stop-Process -Force
   
   Write-Host "Uninstall WorkFusion Analytics Server"
   $path = Get-ChildItem -Path $install_dir\WorkFusionAnalyticsServer\packages -Recurse tableau-server-obliterate.cmd
           if ($path) {
           &$path.FullName -y -y -y
           }
   
   Write-Host "Uninstall PostgreSQL Server"
   $app = Get-WmiObject -Class Win32_Product | Where-Object {$_.Name -match "psql"}
           if ($app) {$app.Uninstall()}
   
   Write-Host "Remove installation directory"
   If (Test-Path $install_dir){
   Get-ChildItem -Path $install_dir -Recurse | Remove-Item -force -recurse
   Remove-Item $install_dir -Force
   }

3. Restart the Analytics server to apply changes.

4. Install Analytics (BI) server by following the instructions in the section Install Analytics Server.

Verify license

Verify that the license is present on the server with the tsm utility:

• Using the command line, run tsm licenses list.
• Or, on the TSM web interface, open the server RDP or console session and go to https://localhost:8850/#/configuration/licensing.

Remember to re-activate the Server licence, as described in the official Tableau documentation.

Resolve known issues

After upgrading to Tableau version 2021.4.3, you can face certain issues with dashboards. See further to know how to solve them.

Custom dashboards fail to load

After the Tableau upgrade, custom dashboards fail to load in some cases. It can be related to the old Postgres ODBC driver turned off by default in the Tableau configuration.

To resolve the issue:

1. On the Analytics (BI) server, stop Tableau Services by running the following commands:

   tsm stop

2. In Windows OS menu, click Start > Settings > Apps > Apps & Features, uninstall the current psqlODBC driver, and reboot Tableau Server as required by the uninstaller.

3. Download the latest version of Postgres ODBC driver from the official website.

4. Extract and install the downloaded driver.

5. On the Analytics (BI) server, start Tableau Services by running the following command:

   tsm start

6. After startup, connect to Tableau Server interface and check the Site Status dashboards.