Rebecca McKinney wrote:
2. Data sources include Extracts located on old server, therefore content on new v10.4 server is pointing to data sources on old server...
This is no bueno. Extracts (I'm assuming you mean .tde files) should be moved off the Tableau Server. Disk space on the TS is for TS-use only, not as someone's personal data store. Actually, extracts can be published into the TS using tabcmd publish...a much better solution.
No, the extracts are, e.g., csv, files in a particular folder on the d: drive. We cannot connect tableau to many production dbs, so we run batch jobs to get the data, and the results, such as csv files, are saved in a folder on the server and used as a data source.
We hold all CSV/Excel/Text sources in a separate server. Like Toby said the same location as the prod Tableau server is not a good solution.
So does no one use environmental variables for \\fileserver\ when using a UNC path for publishing with "Include external files"?
We don't have another server to host the external files other than the Tableau server, unfortunately.
First -- and I know I'm being petulant but I gotta say it -- send this to your IT server person so they can use it to help them with their request: 2017 Guide: The Best External SSDs - ComputerShopper.com They are dirt-cheap. People (managers, exec. staff) need to understand that Tableau is an enterprise application and needs to be treated as such.
Second, I've never heard of someone wanting to do this nor actually doing it, so you're the first, woo-hoo! However, I'm going to say that it won't work and here's why:
The environmental variable (EV for short) on the Tableau Desktop computer would need to be exactly the same on the Tableau Server. Too risky to trust [non-IT] end users to do.
There is nothing in the Tableau Server documentation nor Desktop documentation about setting and using EVs.
Tableau Server is not designed to hold EVs in the file path. What happens is the EV gets replaced with the actual file path and saved as such in the workbook. That really is the main reason.
I just confirmed this:
Here I display what the TEMP EV is:
TEMP = C:\Users\terkson\AppData\Local\Temp
When I type in the EV in the Open dialog to connect to Excel, it DOES read the EV and display the proper files (Excel):
My test file is "zzzzzz9.xlsx". I connected to it and the data does display. I then save the workbook (.twb) and when I open it in a text editor I see this:
(Note: It doesn't matter which Excel driver, excel-direct or legacy, is used as the outcome is the same.)
Notice that Tableau saves the file location with the EV fully expanded -- it replaces the %TEMP% with its value of C:\Users\terkson\AppData\Local\Temp.
Even when I typed in the EV and the file name, bypassing the drop-down, and clicked on the Open button...
...the end result was the same.
Not the news you wanted but there it is.