Reconfiguring a Tableau Server instance from scratch is a very time-consuming operation, especially if your organization has tens or even hundreds of projects and workbooks. As a Tableau Server administrator you must have a disaster recovery plan.
This article explains how to backup a Tableau Server instance to Amazon S3.
We will be using exactly the same Amazon S3 bucket lifecycle configuration technique described previously in Ghost backups at S3.
As a Python developer who’s doing lots of DevOps stuff, I really like s3cmd, a command line tool for Amazon S3 and encourage everyone give it a try. It’s very solid and reliable.
If you know a better S3 command line tool for Windows, please don’t hesitate leaving a comment. I’m not a Windows guys at all, so you’re welcome to share your knowledge.
It order to be able to run it on Windows, we will have to download and install Python. We will be using Python 2 in this article, but s3cmd should work with Python 3, too.
After installing Python, we need to install s3cmd. Open Windows PowerShell and run:
C:\Python27\Scripts\pip.exe install s3cmd
C:\Python27\python.exe C:\Python27\Scripts\s3cmd --configure to create your s3cmd settings.
Then, create a Windows batch script:
C:\"Program Files"\Tableau\"Tableau Server"\%tableau_version%\bin\tabadmin.exe backup %backup_root%\%filename%
C:\Python27\python.exe C:\Python27\Scripts\s3cmd sync . s3://%aws_bucket_name%
rd %backup_root% /S /Q
Try running it to ensure that everything works as expected. If everything is OK and you see a backup file in your S3 bucket, proceed to creating a new nightly task with Task Scheduler.
If you’re stuck and need help, my company provides Tableau Server Administration and Tableau consulting services, or you can reach me directly at firstname.lastname@example.org.