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Tableau Architect

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1.1.1 Evaluate requirements for users and their role distributions

0/4

  • Site roles versus license types for user capabilities
  • Mapping organizational personas to Creator, Explorer and Viewer licenses
  • Distributing administrative responsibilities across server and site roles
  • User role distribution and its effect on server sizing and topology

1.1.2 Identify relevant constraints and requirements, including future growth

0/5

  • Enterprise architecture requirements to gather before designing Tableau Server
  • Hosting model choice under compliance, data and access constraints
  • Extract-heavy versus live-connection workloads as design constraints
  • Capacity planning for user and workload growth
  • Scale up versus scale out as Tableau Server workloads grow

1.1.3 Identify requirements for and recommend a strategy for licensing, including Authorization-to-Run

0/5

  • Role-based versus core-based licensing models
  • License roadmap, growth and reclamation planning
  • Server ATR activation choice and product key portability
  • ATR lease duration, renewal checks and tuning
  • Offline and air-gapped activation with ATR

1.1.4 Assess the need for high availability and disaster recovery

0/4

  • Requirements that call for a highly available Tableau Server cluster
  • Protection scope and remaining failure points in a Tableau Server HA cluster
  • RTO and RPO as drivers of Tableau Server disaster recovery needs
  • Tableau Cloud versus Tableau Server responsibility for availability and recovery

1.1.5 Map the features and capabilities of the Tableau Server Add-Ons to requirements

0/6

  • Base Tableau Server capabilities versus Advanced Management requirements
  • Advanced Management features for scalability and workload isolation
  • Advanced Management security features for key management and DMZ access
  • Advanced Management tools for monitoring, content migration and auditing
  • Advanced Management licensing scope, activation and expiration
  • Data Management capabilities for flows, lineage and data governance

1.2.1 Plan and implement Tableau Bridge

0/7

  • When Tableau Cloud data connections require Tableau Bridge
  • Bridge client host options on Windows and Linux containers
  • Bridge network path and outbound security requirements
  • Bridge client service account and sign-in for unattended refreshes
  • Bridge refresh schedules versus Bridge legacy schedules
  • Bridge pool design: sizing, routing, concurrency and timeouts
  • Diagnosing Bridge refresh and live query failures

1.2.2 Plan and implement authentication

0/6

  • Choosing site and per-user sign-in methods for Tableau Cloud
  • Meeting the Tableau Cloud multi-factor authentication requirement
  • Tableau Cloud site SAML setup with an external identity provider
  • Client, REST API and tabcmd access under an SSO configuration
  • Embedded view authentication on Tableau Cloud versus Tableau Server
  • Site sign-in versus data source credentials

1.2.3 Plan and implement automated user provisioning, including System for Cross-Domain Identity Management

0/5

  • SCIM prerequisites and setup on a Tableau Cloud site
  • IdP-managed user lifecycle after SCIM is enabled
  • SCIM versus REST API and tabcmd scripting for user provisioning
  • Automated provisioning on Tableau Server versus Tableau Cloud
  • SCIM provisioning failures from an invalid or revoked secret

1.2.4 Troubleshoot advanced configuration issues

0/3

  • Troubleshooting ATR activation and add-on license errors
  • Troubleshooting SAML sign-in and Independent Gateway configuration failures
  • Tableau Cloud site capacity limits behind failed or queued jobs

1.2.5 Plan and implement multi-sites using Tableau Cloud Manager

0/4

  • Tenant versus site administration in Tableau Cloud Manager
  • Site creation limits and site lifecycle in Tableau Cloud Manager
  • Separate sites versus projects within one site
  • Tableau Cloud Manager REST API versus Tableau REST API for automation

1.3.1 Plan a migration of Tableau Cloud to Tableau Server

0/4

  • Operational responsibilities taken on when moving to self-hosted Tableau Server
  • Content migration method from a Tableau Cloud site to Tableau Server
  • Content, schedules and connectivity rebuilt after a Cloud-to-Server move
  • Identity store and user name mapping for users arriving from Tableau Cloud

1.3.2 Plan a migration of Tableau Server to Tableau Cloud

0/9

  • Tableau Cloud fit assessment for compliance and hosting requirements
  • Choosing a Tableau Server to Tableau Cloud migration approach
  • Data connectivity strategy for on-premises and cloud data after migration
  • Workload gaps on Tableau Cloud: Prep flows, connectors and Kerberos data access
  • Replacing Active Directory, Kerberos and LDAP authentication for Tableau Cloud
  • User provisioning and username mapping for migrated users
  • Tableau Cloud site capacity limits in migration planning
  • Refactoring REST API and automation tooling for Tableau Cloud
  • Migration sequencing, validation and Tableau Server cutover

1.3.3 Plan a migration from Windows to Linux

0/5

  • Windows-to-Linux migration method and the TSM backup-restore path
  • Restore prerequisites for a Windows backup on a new Linux server
  • Configuration, assets and topology to rebuild after a restore to a new server
  • Authentication and service account differences when moving to Linux
  • Data connectivity and rendering differences to validate on Linux before cutover

1.3.4 Plan a migration from Linux to Windows

0/3

  • Backup-and-restore migration path from Tableau Server on Linux to Windows
  • Mixed Linux and Windows nodes versus a parallel Windows environment
  • Linux-to-Windows platform differences to validate on the target

1.3.5 Plan a migration from one identity store to another

0/4

  • Changing the identity store type on an installed Tableau Server
  • Site export and import versus fresh install with user republishing
  • User name format mapping across identity stores
  • User filters after an identity store or authentication change

1.3.6 Plan a consolidation of multiple Tableau servers or sites into fewer servers or sites

0/4

  • Backup-restore versus site export-import versus Content Migration Tool for consolidation
  • Site export and import between servers with user and schedule mapping
  • Identity store and user name alignment across consolidated servers
  • Sites versus projects as the isolation boundary after consolidation

1.3.7 Plan a migration from one Tableau Server environment to another

0/5

  • Choosing a server-to-server migration method
  • Backup, settings export and restore sequence onto a new installation
  • Product key and ATR activation handling when moving to a new server
  • Rehosting Tableau Server from on-premises to a public cloud VM
  • Cutover planning and validation for a server environment migration

1.3.8 Create scripts for migration

0/3

  • Content Migration Tool console runner for scheduled and grouped migrations
  • Pre-migration and post-migration scripts in a Content Migration Tool plan
  • Tableau Migration SDK versus Content Migration Tool for scripted moves to Tableau Cloud

1.3.9 Use the Tableau Content Migration Tool

0/5

  • Content Migration Tool use cases versus other migration tools
  • Content Migration Tool licensing and installation prerequisites
  • Connection, permission and user mappings in a migration plan
  • Handling extracts when migrating workbooks and data sources
  • Content Migration Tool migration limitations

1.4.1 Specify process counts

0/5

  • Installer default process counts on the initial node
  • Initial sizing from user population and license mix
  • VizQL Server and Cache Server counts for user-traffic-heavy deployments
  • Backgrounder process counts for extract-heavy and refresh-heavy workloads
  • Changing process counts with TSM topology commands

1.4.2 Specify node count

0/1

  • Single-node versus two-node baseline topologies by workload

1.4.3 Specify service-to-node relationships (node roles), including service isolation and service colocation

0/5

  • Enterprise reference architecture node layout and process colocation
  • Process dependencies that are added or colocated automatically
  • Backgrounder node role options for dedicating workloads
  • Backgrounder node role rules and full job coverage
  • File Store node roles for isolating extract queries from extract refreshes

1.4.4 Specify when to use external services

0/2

  • When to deploy an external repository instead of a local repository
  • When to use External File Store instead of local File Store

1.5.1 Recommend an appropriate identity store and authentication configuration

0/5

  • Local versus external identity store selection
  • Identity store prerequisites for each authentication method
  • Kerberos versus SSPI automatic logon for Active Directory SSO
  • Multi-factor authentication requirements on Tableau Server
  • Identity pools for external users alongside a directory-backed server

1.5.2 Recommend specific configuration keys and values to suit a given use case

0/2

  • Choosing, setting and applying TSM configuration keys for a use case
  • Hardening keys for HSTS, JMX and clickjack protection

1.5.3 Recommend a configuration to address security requirements such as encryption at rest and encryption over the wire

0/7

  • External SSL for client-to-server traffic on Tableau Server
  • TLS protocol versions and cipher suites for client connections
  • Protecting node-to-node traffic in a multi-node cluster
  • Transport encryption for data source and SMTP connections
  • Extract encryption at rest scope and trade-offs
  • Local KMS versus AWS KMS or Azure Key Vault for extract encryption keys
  • Security updates, Run As account and file access hardening

1.5.4 Recommend hardware and network specifications

0/9

Single-node production hardware recommendations

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Hardware for dedicated-role nodes in a multi-node cluster

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vCPU and physical core sizing for virtual and public cloud hosts

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Disk space planning for extracts, refresh temp files and backups

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Compute and storage choices for extract-heavy workloads

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Distributed cluster host and network prerequisites

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Node placement across data centers and network latency

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Network placement and reverse proxy for external client access

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Outbound internet access and forward proxy requirements

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1.5.5 Create a disaster recovery strategy

0/3

  • High availability versus disaster recovery for Tableau Server
  • Backup data types for a full Tableau Server recovery
  • Disaster recovery with External File Store and external repository
  • Advanced Management licensing for External File Store
  • Enabling and reconfiguring External File Store with TSM
  • Topology and performance effects of an External File Store
  • Backup and restore with External File Store
  • Fully managed versus self-managed hosting for the external repository
  • Advanced Management licensing for the external repository
  • PostgreSQL version compatibility and preparation for the external repository
  • Enabling an external repository with TSM
  • Backup and recovery with an external repository
  • Moving the repository from external back to local
  • Independent Gateway versus a separately managed reverse proxy
  • Independent Gateway licensing requirements
  • Installing and enabling Independent Gateway with TSM
  • Independent Gateway direct versus relay connection modes
  • Scaling and high availability with multiple Independent Gateway instances
  • Client pre-authentication through an Independent Gateway authentication module
  • Independent Gateway during backup, restore and upgrade
  • Configuring a node that runs only unlicensed processes
  • Unlicensed process status on an additional node
  • Coordination Service ensemble sizing and quorum by cluster node count
  • Deploying a Coordination Service ensemble with TSM topology commands
  • Coordination Service-only nodes versus colocated ensemble instances
  • Licensing prerequisites for Backgrounder node roles
  • Applying a Backgrounder node role with TSM topology commands
  • Multi-gateway topology behind a load balancer for high availability
  • Gateway settings that identify load balancers and reverse proxies to Tableau Server
  • SSL termination at the load balancer versus end-to-end encryption to gateways
  • Authentication methods and configuration order behind a load balancer
  • Air-gapped install prerequisites and installer transfer approach
  • Offline product key activation with Server ATR versus legacy licensing
  • Feature limitations and offline map options in an air-gapped deployment
  • Failover testing strategy for a multi-node Tableau Server HA cluster
  • Initial node failure behavior and recovery during HA testing
  • Restore-based disaster recovery drills for Tableau Server
  • Blue/green versus in-place upgrade for Tableau Server
  • Building and licensing the Green environment
  • Moving Blue content and settings into Green
  • Validating Green without production side effects
  • Cutting users over to Green and retiring Blue
  • Installation and upgrade log locations on Windows versus Linux
  • Windows Setup program logs and the `/log` install switch
  • Install log versus TSM controller log for diagnosing setup failures
  • Resource Monitoring Tool architecture and component placement
  • RMT Server and Agent installation and registration by operating system
  • RMT, Agent and Tableau Server version compatibility during upgrades
  • When to use the SilentInstaller.py automated installer
  • SilentInstaller configuration, registration and secrets files
  • Scripted multi-node cluster installation with SilentInstaller modes
  • Server-wide SAML versus site-specific SAML
  • Server-wide SAML configuration prerequisites and TSM steps
  • SAML coverage of Tableau clients, tabcmd and the REST API
  • SAML debug logging and log locations
  • IdP binding, endpoint and connectivity errors during SAML setup
  • IdP username and assertion mismatches at SAML sign-in
  • SAML sign-in failures behind an SSL-offloading proxy or load balancer
  • Kerberos SSO prerequisites in Active Directory environments
  • Enabling Kerberos SSO and deploying the keytab across cluster nodes
  • Diagnosing Kerberos SSO sign-in failures from client computers
  • Server-side Kerberos troubleshooting with logs and keytab checks
  • Kerberos delegation versus Run As service account for data access
  • OpenID Connect identity store prerequisites on Tableau Server
  • Configuring OIDC through the IdP and TSM web UI, CLI or settings file
  • OIDC user identity matching and identity provider changes
  • Command-line and API sign-in when OIDC is enabled
  • OIDC sign-in through a forward proxy on Tableau Server
  • OIDC troubleshooting with enhanced logging and IdP compatibility checks
  • Mutual SSL prerequisites and configuration through TSM
  • Client certificate user name mapping strategies
  • Troubleshooting mutual SSL sign-in failures and password fallback
  • Trusted ticket flow and trusted host configuration
  • Trusted authentication logs and test procedure
  • Trusted ticket request and redemption errors
  • Reverse proxy and load balancer effects on trusted tickets
  • Direct trust versus OAuth 2.0 trust connected apps
  • Direct trust connected app setup and access controls
  • Connected app JWT claims, scopes and signing requirements
  • Diagnosing connected app embedding failures from error codes
  • Connected apps alongside other authentication methods and clients
  • Simple bind versus GSSAPI bind to the LDAP directory
  • Encrypting the channel between Tableau Server and the LDAP directory
  • Configuring a generic LDAP directory with TSM CLI and the identityStore entity
  • Directory user sign-in failures: username mapping, domains and user import
  • Azure AD as a SAML identity provider for Tableau Server
  • Azure AD claim mappings and Tableau Server username matching
  • SAML audience mismatch with an Azure AD application ID
  • Azure AD session lifetime versus Tableau Server maximum authentication age
  • Azure AD Application Proxy in front of a SAML-enabled Tableau Server
  • Compatible combinations of Tableau Server authentication methods
  • Automatic logon (SSPI) platform and topology constraints
  • Client and programmatic authentication compatibility with SSO methods
  • Authentication options on Tableau Cloud versus Tableau Server
  • Multi-factor authentication on Tableau Cloud versus Tableau Server
  • Tableau Server encryption-in-transit channels and what each protects
  • SSL certificate requirements and client trust of the server certificate
  • Enabling external SSL for client traffic to Tableau Server
  • TLS configuration for Tableau Server Independent Gateway
  • SSL for internal Postgres repository communication
  • Encrypted connections to an external repository
  • Encryption of server secrets and stored data source credentials
  • Regenerating internal tokens and encryption keys after installation
  • Site-level extract encryption modes and their effects
  • Scope and limitations of extract encryption at rest
  • Key management system options for encrypted extracts
  • Re-encrypting extracts and rotating keys with tabcmd and the REST API
  • Backgrounder capacity planning for extract encryption workloads
  • Backup and restore considerations for encrypted extracts
  • Service principal names and keytab for Tableau Server Kerberos SSO
  • SPN alignment with load balancer URL and DNS names
  • Delegation rights to database SPNs for Kerberos data source delegation
  • Supported Linux platforms and cluster operating system requirements
  • Linux package installation methods and install location
  • Linux installation sequence through the TSM Web UI or TSM CLI
  • Adding nodes to a Linux cluster with a node bootstrap file
  • Hardware and resource shortfalls that block or stall a Linux install
  • Locale encoding and temporary database initialization failures
  • Windows line endings in Linux installation and configuration files
  • Clean reinstall after a failed Linux installation attempt
  • Additional node installation failures in a Linux cluster
  • Local firewall and port configuration for Linux cluster nodes
  • Hostname changes and Tableau Server startup failures on Linux
  • OS patching versus major OS or kernel upgrades on Tableau Server nodes
  • Disk space and log cleanup on Linux nodes
  • Outbound internet dependencies of Tableau Server
  • Database driver and data source connectivity issues on Linux nodes
  • Active Directory and LDAP identity store connectivity from Linux
  • SAML configuration string mismatches across the IdP, web tier and Tableau Server
  • External PostgreSQL repository connection and compatibility issues
  • Independent Gateway service restart and connectivity checks
  • Third-party security and monitoring software interfering with Tableau Server
  • Forward proxy configuration and limits for Tableau Server on Linux
  • Verifying reverse proxy connectivity to Tableau Server nodes
  • Apache httpd load balancing across Tableau Server gateways
  • Tableau Server on Linux log locations
  • Collecting logs on Linux: tsm maintenance ziplogs versus manual collection
  • systemd logs versus Tableau logs when Tableau Server on Linux will not start
  • Tableau Server on Linux system user, groups and TSM administrator access
  • TSM file access for keytabs, certificates and backups on Linux
  • Tableau Server on Windows installation sequence through the Setup wizard and TSM
  • Tableau Server Setup command-line switches and properties
  • Adding Windows nodes to a cluster with a bootstrap file
  • Minimum hardware and disk space prerequisites enforced by Setup
  • CPU instruction set requirements and VM processor compatibility mode
  • Installer account permissions and initialization failed errors
  • TSM initialization page not rendering after Setup
  • Recovering from failed Windows installs with the obliterate script
  • Additional node installation failures in a Windows cluster
  • First-line troubleshooting steps for Tableau Server on Windows
  • Network requirements between nodes in a distributed deployment
  • Port and local firewall configuration on Windows server nodes
  • Hostname resolution and hostname stability for Tableau Server nodes
  • Static IP addressing and IPv4 versus IPv6 behavior on server nodes
  • Multiple network interface cards and inconsistent process status
  • Antivirus scanning interference with Tableau Server on Windows
  • Operating system patching and major OS upgrades on Tableau Server computers
  • Core recognition, disk latency and licensing symptoms on cloud VMs
  • Licensing service reachability and activation failures
  • Active Directory identity store connectivity failures on Windows Tableau Server
  • Network reachability between Tableau Server and an external identity provider
  • SMTP server integration for subscriptions and alerts
  • External repository and External File Store dependency failures
  • Forward proxy versus reverse proxy roles for Tableau Server traffic
  • Windows LAN proxy settings under the Run As service account
  • Proxy environment variables and WinHTTP settings for Server ATR
  • Product key activation and refresh through a Windows forward proxy
  • Forward proxy authentication limits and required outbound destinations
  • Tableau Server on Windows log locations inside and outside the data directory
  • Gathering Tableau Server logs safely across a Windows cluster
  • TSM Administration Controller and agent logs for configuration and topology failures
  • Service logs for sign-in, SSL and request failures on Tableau Server
  • Windows operating system logs versus Tableau Server logs
  • Raising Tableau Server logging levels for a targeted investigation
  • Windows accounts that run Tableau Server services
  • Local Administrators and Users group membership for Tableau Server accounts
  • Run As folder permissions for default versus non-default install drives
  • Restoring Run As folder permissions after Group Policy changes
  • NetworkService permissions for custom tsm file paths and backup locations
  • Network Service versus domain user as the Run As service account
  • Data access exposure through the Run As service account
  • Server allowlist for file-based data sources with a domain Run As account
  • Local security policy and registry rights required by the Run As account
  • Changing the Run As service account in a multi-node deployment
  • SQL Server impersonation with the Run As service account
  • Run As account requirements for Kerberos delegation and Run As authentication
  • Historical events and event types in the repository schema
  • Built-in tableau versus readonly repository users
  • Repository data retention and its effect on custom admin views
  • Pre-built administrative views versus custom admin dashboards
  • Slow-view dashboards from the sample performance workbook and repository data
  • Preferred active repository for custom administrative views
  • Admin Insights versus Site Status admin views on Tableau Cloud
  • Admin Insights project placement and Starter workbook customizations
  • Choosing the Admin Insights data source for a site monitoring question
  • TS Events event types and joins for site auditing
  • Admin Insights data history window and update frequency
  • Admin Insights in place of repository-based admin views after moving to Tableau Cloud
  • Load testing cadence and triggering events for Tableau Server
  • Single-user workbook optimization before a load-testing project
  • TabJolt versus Replayer and Scout for Tableau Server performance testing
  • Configuring and running a TabJolt load test
  • Test environment fidelity to production for load testing
  • Seeding a test environment from a production backup
  • Replicating server configuration after a test environment restore
  • Selecting representative workbooks for a load test plan
  • Load test plan usage model and run conditions
  • Upgrade test plan scope for functional and acceptance validation
  • Interpreting load test results against CPU and error-rate targets
  • Process count tuning versus scale up or scale out after a load test
  • Workbook design versus server capacity as the root cause of slow views
  • Isolating a slowdown to specific users, a workbook subset or a shared data source
  • Live connection versus extract for slow-querying data sources
  • Extract refresh contention from embedded extracts and peak-hour schedules
  • Hardware resource analysis on Tableau Server nodes
  • View load time and query latency analysis
  • Workload analysis of background tasks versus interactive use
  • Enabling and capturing a performance recording on Tableau Server
  • Navigating performance recording dashboards to locate the costliest events
  • Slow data source connection events and their root-cause layer
  • Query compilation versus query execution bottlenecks
  • Database-level tuning from recorded query text
  • Server rendering versus layout computation as the recorded bottleneck
  • Tuning the server data cache for freshness versus performance
  • Cache warm-up for extract workbooks after a scheduled refresh
  • Manually sizing the Tableau Server query cache
  • Cache Server process count and placement across nodes
  • Resource Monitoring Tool licensing and platform prerequisites
  • RMT agent and server roles for monitoring multiple Tableau Server environments
  • Matching observability requirements to RMT pre-built charts and pages
  • RMT incidents and notifications for proactive alerting
  • Exporting Resource Monitoring Tool data for custom analysis in Tableau
  • RMT coverage of externally hosted Tableau Server services
  • Resource Monitoring Tool versus admin views, repository views and community tools
  • Cluster-wide log collection with a log archive versus manual folder copies
  • Tableau Server logging levels for targeted troubleshooting
  • Log analysis with Resource Monitoring Tool versus enterprise log platforms
  • Server logs, repository data, Activity Log or Admin Insights for a monitoring question
  • Process status checks with TSM CLI, TSM web UI and the Server Status page
  • Process-level monitoring with Resource Monitoring Tool agents
  • RMT versus TabMon or enterprise platforms for process and hardware metrics
  • Windows versus Linux tools for collecting Tableau Server hardware metrics
  • Hardware utilization alert thresholds and capacity headroom
  • RMT agent hardware data collection and missing performance data
  • Infrastructure monitoring responsibilities on Tableau Cloud versus Tableau Server
  • Hardware utilization metrics versus recommended headroom thresholds
  • Slow view load times in monitoring data and their likely causes
  • Adoption growth versus inefficient content as the cause of degradation
  • Background task failures and job queue delays
  • Usage and stale content data as triggers for maintenance actions
  • Content and schedule fixes versus infrastructure changes
  • Scale up versus scale out after sustained resource threshold breaches
  • Isolating background workload with dedicated backgrounder nodes and node roles
  • Database drivers in single-node and multi-node deployments
  • Database credential and identity paths for published data connections
  • Firewall and port requirements for node-to-node communication
  • Remote connectivity to the Tableau Server repository
  • Logs for isolating data source connection failures
  • Activity Log licensing and version prerequisites
  • Setting up Activity Log delivery and access on Tableau Cloud
  • Collecting Activity Log event files on Tableau Server
  • Auditing permission changes and data exports with Activity Log events
  • Choosing among TSM, the TSM API, the REST API and tabcmd for an admin task
  • tabcmd for scripted site administration tasks
  • Authenticating unattended REST API and tabcmd scripts
  • Programmatic administration differences between Tableau Server and Tableau Cloud
  • Windows Task Scheduler versus cron for Tableau Server maintenance scripts
  • Scripted Tableau Server installation versus interactive setup
  • Silent command-line install versus extracted MSI for Desktop and Prep
  • Scripted Tableau Desktop and Prep deployment on macOS
  • Activation strategy for mass-deployed Desktop and Prep Builder
  • Tableau Prep Builder install placement relative to Desktop and Server
  • Client version compatibility and update strategy for Desktop and Prep
  • Standby server versus rebuild-from-backup recovery strategies
  • Machine snapshots versus TSM backups for server recovery
  • Restore prerequisites on a replacement Tableau Server
  • Automated recovery from an initial node failure
  • Failover tests that validate redundancy in a recovery design
  • In-place versus blue/green upgrade for a multi-node cluster
  • Upgrade planning decisions, rollout order and rollback
  • Testing a Tableau Server upgrade before the production rollout
  • Pre-upgrade backup and scheduled task preparation
  • Multi-node in-place upgrade sequence across initial and additional nodes
  • Upgrading a cluster that uses an external repository or file store
  • Operating system upgrades on Tableau Server cluster nodes
  • Troubleshooting credential errors during a multi-node upgrade
  • Backup responsibility on Tableau Cloud versus Tableau Server
  • Built-in TSM backup schedules versus OS-scheduled backup scripts
  • Backup file location, network share permissions and off-cluster retention
  • tsm maintenance cleanup scope, options and server-state behavior
  • Recommended cadence for Tableau Server maintenance tasks
  • Automating stale content archiving and purge
  • Enabling the Metadata API on Tableau Server versus Tableau Cloud
  • Metadata API authentication and the GraphQL endpoint
  • Metadata API versus REST API metadata methods
  • Lineage and impact analysis with the Metadata API
  • Metadata API, Tableau Catalog and Data Management licensing
  • Choosing webhooks, tabcmd, REST API or Hyper API for content automation
  • Script-triggered extract refreshes with tabcmd versus the REST API
  • Managing refresh schedules and tasks through the REST API on Server versus Cloud
  • Refresh schedule priority and execution mode on Tableau Server
  • Event-driven automation with Tableau webhooks
  • Hyper API for custom ETL and incremental extract updates
  • Sandboxed and Tableau Trusted versus network-enabled extensions
  • Server-level and site-level dashboard extension settings
  • Safe list options for network-enabled extensions
  • Troubleshooting dashboard extensions that fail in published workbooks
  • Web data connector 2.0 versus 3.0 deployment considerations
  • Web data connector safe list management with TSM
  • Dashboard extensions versus web data connectors and neighbouring extensibility tools
  • Trusted tickets versus connected apps for an embedded web portal
  • Configuring trusted tickets for an embedding web server
  • Direct trust connected app configuration for embedding
  • JWT claims and scopes for embedded connected app sessions

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Explainer

An extract query-heavy environment is a Tableau Server deployment with many extracts and federated data sources, which are queried each time workbooks, views, and dashboards load. Hyper, Tableau's memory-optimized Data Engine technology, runs these queries. Hardware choices for this workload focus on memory, CPU cores, and fast storage, often placed on dedicated Data Engine nodes.
Core information
  • Extracts and federated data sources are queried while workbooks, views, and dashboards load. A deployment with a lot of them creates heavy query load and is called an extract query-heavy environment.
More details and nuances
  • More cores will not speed up queries when memory and I/O are the bottleneck. Find the real constraint before you add hardware.

Explainer

An extract query-heavy environment is a Tableau Server deployment with many extracts and federated data sources, which are queried each time workbooks, views, and dashboards load. Hyper, Tableau's memory-optimized Data Engine technology, runs these queries. Hardware choices for this workload focus on memory, CPU cores, and fast storage, often placed on dedicated Data Engine nodes.
Core information
  • Extracts and federated data sources are queried while workbooks, views, and dashboards load. A deployment with a lot of them creates heavy query load and is called an extract query-heavy environment.
More details and nuances
  • More cores will not speed up queries when memory and I/O are the bottleneck. Find the real constraint before you add hardware.