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Tableau Help > Tableau Server for Windows Help > 

Tableau Server Alerts

Alerts are email notifications that you receive when something happens on Tableau Server. You can set up alerts for when the server is running out of disk space and for when server processes stop or start. These conditions often mean that there is an immediate problem.

Note: We discuss alerts in this section as a tool for getting information about server health. But as an entirely separate benefit, users can also make use of alerts. After you set up alerts, your users can subscribe to views to periodically receive a snapshot of views they are interested in on a recurring basis.

To send alerts, Tableau Server must connect to a mail server, also known as a Simple Mail Transfer Protocol (SMTP) server. An SMTP server is a service that you can send outbound email messages to. It then relays the messages to whoever they're addressed to. (It doesn't handle incoming email.) To set up alerts, you must configure Tableau Server to communicate with your SMTP mail server.

SMTP information you'll need

Many organizations already have an SMTP server in-house. Before you continue, ask your IT department if there is an SMTP server that you can use.

Here's the SMTP server information that you need from your IT department:

  • The server address. This is often something like smtp.example.com or mail.example.com, but other addresses are also possible.

  • The port. This is 25 for most servers.

  • A user name.

  • A password.

Some servers don't require a user name or password because they are only meant for internal use.

You'll also need to decide on a from address for the alerts that the server sends. When people receive an alert email from Tableau Server, this is the name that's on the from line of the message. Because alerts are simply informational, you generally don't need to worry about who's on the from line, so people use addresses like no-reply@example.com or tableau-admin@example.com.

After you get the SMTP server information from your IT department, you can use the Tableau Server Configuration utility to set up alerts.

Step 1: Stop the server

  1. Stop Tableau Server. (In the Windows Start menu, search for Stop Tableau Server.)

  2. In the Windows Start menu, search for Configure Tableau Server.

Step 2: Configure SMTP information for Tableau Server

  1. In the Tableau Server Configuration utility, click the SMTP Setup tab.

  2. Enter the information that you received from your IT department.

  3. In the Send email from box, enter the email address that you want all server emails to be sent from. For example, you might enter tableau_admin@example.com or no-reply@example.com.

  4. In the Send email to box, enter the email address or addresses that you want server-health emails to be sent to. For example, you might enter your own email address and the email address of your IT person.

  5. Click OK.

  6. Start Tableau Server (in the Windows Start menu, search for Start Tableau Server.

Step 3: Set up alerts

In the Tableau Server Configuration utility, click the Alerts and Subscriptions tab. We recommend that you select all the checkboxes on this tab to enable all alerts. You'll know that alerts are working when you restart Tableau Server and receive an email.

.If you do select all the check boxes, here are the alerts that get activated.

Subscriptions to views

Users can periodically receive a snapshot of views that they're interested in. This can be useful if your users want to see information about views on a recurring basis. For example, users can get a view in their inboxes every week.

Server component events

Anytime that server processes stop or that the server restarts unexpectedly, you should investigate the cause of the restart. For example, you may discover that the Windows Server computer is configured to restart automatically after Windows updates—in which case you may want to schedule updates for off-peak hours.

Low disk space

You can receive a notification when the disk space on the server computer falls below a threshold that you specify. As a general rule, we recommend that the server computer maintain at least 20% free disk space. The farther that the disk space falls below this threshold, the more likely that the server's performance will be affected. Eventually, the server may even stop responding.

Step 4: Restart the server

On the Windows Start menu, click All Programs > Tableau Server 10.4 > Start Tableau Server. If alerts are configured correctly, Tableau Server sends an email titled "Multiple services on your-server are UP."