Server customizations

The following describes conventions and examples of customizations to the Platform Analytics server:

Supported files

Customizations to the following built-in configuration files (all in the conf directory) will remain in the upgraded or patched Analytics server:

  • datasource.xml

  • log4j.properties

  • Config.xml

  • ItemLists.xml

  • pi.conf

  • All *.xml files in the purger subdirectory.

  • Package.xml files in the packages/workload subdirectory.

Customizations to other Platform Analytics files might not remain in an upgrade or patched Platform Analytics server. Therefore, in order to meet Platform Analytics server conventions, customizations to the Platform Analytics server cannot overwrite any Platform Analytics files not in this supported list.

Customize an existing Tableau Server workbook

Customizing an existing Tableau Server workbook is not recommended, because the customization is not guaranteed to remain in the upgraded or patched workbook. Instead, copy the existing workbook to a new one following the naming convention. Use the Platform Analytics Designer to customize the new workbook and publish.