Manufacturing company · Jun–Aug 2026

Modernizing the BI platform: Tableau on a highly available Linux cluster

Moved the company's BI platform off single Windows servers onto a highly available Linux cluster — without reworking hundreds of existing data sources.

Business impactDashboards the business runs on no longer go dark when one server does, and the move cost no report rework.

Role: Owned the platform decision, migration plan, and delivery

failover after losing a node, down from ~5
~1 min
cluster recovery after losing a worker
~80 s
data sources reworked in the migration
0

The problem

Tableau ran on aging single Windows servers: one reboot meant no dashboards. Moving to Linux promised high availability, but hundreds of data sources depended on Windows-style authentication, and certificates, licensing, and backups were all manual.

How it works

  1. 01

    Highly available cluster

    A multi-node Linux cluster laid out per the vendor's HA reference, with a replicated repository and tuned failover timing.

  2. 02

    Existing data sources, unchanged

    Delegated service-account authentication lets existing extracts and live connections refresh from Linux without editing a single one.

  3. 03

    Separate embedded analytics

    Customer-facing embedded dashboards run on their own server, isolated from internal load.

  4. 04

    Automated care

    Nightly backups with off-site copies, unattended certificate rotation that halts on any anomaly, and a frequent license-health check.

What I built

  • The cluster design, migration, and failover tuning.
  • Authentication for existing Windows-auth data sources from Linux — including live connections, which the published guidance says won't work.
  • Backup automation with off-site cloud storage, certificate automation, and license monitoring.

Results

  • Failover after a node loss cut from ~5 minutes to ~1–1.5 minutes.
  • Surviving nodes recover in ~80 seconds when a worker goes down.
  • Certificate renewal became an unattended ~6–7 minute job per environment.
  • License monitoring now catches a failure mode that previously looked healthy from the outside.

What I learned

  • The first plan — running Tableau in containers — was abandoned because the vendor doesn't support it. Knowing when to stop is part of the job.
  • “Healthy” isn't the same as “working.” Monitor the thing users need, not the port.

Stack

  • Tableau Server
  • Linux
  • PostgreSQL replication
  • Cloud object storage
  • Bash