Welcome

Deployment Tips for Tableau Server

Stephanie Potter

Senior Product Manager Development

# T C 1 8

Alan Doerhoefer

Senior DirectorProduct Development

Agenda

Deployment case studies

Deployment checklist

Architecture

What’s new in 2018

Deployment Case Studies

Large Financial Services Customer

Content Management Architecture

Server cluster

+ Worker

+ 1..N Sites

+ 1..N Projects

1..N Projects

+ 1..N Workbooks

+ 1..N Views

+ 1..N Attributes3—filters, calculations

+ 1..N Data sources

+ 1..N Filters

+ …

Users feel safe to

save, share, and

collaborate

using analytics

Permissions and Content Isolation

Deny always trumps Flexible permissions

Users and groups integrated with AD

Lock down at project level for regulated projects

Open permissions for self service sand boxes

Nested project permissions

Permissions for certified data sources

Site admins, server admins, project leaders and owner

Isolation with sites

Data Connectivity

Direct connect from desktop to data

Published data sources to server

Curated by data stewards

Open for self services

Permissioned

Updating published data source

Self Service and Governance

Sand boxes vs. regulated permissioned projects

Certified data sources

Data source page

Commenting

Security Architecture Review

User security

AD, SAML, one way and mutual two way SSL, client side certificates, Kerberos, trusted tickets, guest

Infrastructure security

Integrated with OS security—RunAsUser, with AD for on-premise, without AD for cloud

Tableau Services Manager login

Network security

SSL, IP white listing for trusted tickets

Data security

Permissions, data authorization

Computer Hardware Company

1000 users

Dozens of sites with different authentication needs

Cluster deployed on VMware virtualized environment

Monitoring and Management

Tableau Services Manager—Linux

System level monitoring: SRM, TabMon, third-party tools

Service level monitoring: JMX, logs, process level monitoring, admin views

Data server error categorization

User level monitoring: audit, workbook performance, admin views

Infrastructure Scalability

Tableau architecture is designed for scale

Scales outScales up

Two Key Elements Inform Scalability

1. How many users will interact with the Server and are they exploring data?

2. How frequently will your data need refreshing?

Data Refresh Frequency for Effective Business Decisions

An

aly

tics U

se

fo

r E

ffe

ctive

Bu

sin

ess D

ecis

ions

High(every second)

WW Data Exploration

Tableau Public (US

Presidential Election)

30KViews/hour

Sales Quota Dashboard

Tableau on TV

Air Traffic Controller

Monitoring

Finance Trade Execution

Moderate(once an hour)

Daily Store Inventory

Insurance Customer

Analysis

Marketing (targeting)

Patient Capacity

Dealer Management

Support Escalation

Dashboard

Finance Portfolio Dashboard

Fraud Investigation

Low(once a day)

Engineering—Ship Room

Mortgage Inventory

Who’s Hot

Sales Lead Tracking

Highway Web Traffic

Dashboards

Low (once a day) Moderate (once an hour) Always (Live)

Data Refresh Frequency for Effective Business Decisions

An

aly

tics U

se

fo

r E

ffe

ctive

Bu

sin

ess D

ecis

ions

High(every second)

7. Examples:WW Data ExplorationTableau Public (US Presidential Election) 30KViews/hour

8. Examples: Sales Quota Dashboard,Tableau on TV

9. Examples:Air Traffic ControllerMonitoringFinance Trade Execution

Moderate(once an hour)

4.Examples:Daily Store Inventory Insurance Customer AnalysisMarketing (targeting)

5.Examples:Patient CapacityDealer Management

6. Examples:Support Escalation DashboardFinance Portfolio DashboardFraud Investigation

Low(once a day)

1.Examples: Ship RoomMortgage Inventory Traditional BI

2. Examples:Who’s HotSales Lead Tracking

3.Examples:Highway Web Traffic Dashboards

Low (once a day) Moderate (once an hour) Always (Live)

High to moderate external

query cache use

Low to moderate external query cache use

Data Refresh Frequency for Effective Business Decisions

An

aly

tics U

se

fo

r E

ffe

ctive

Bu

sin

ess D

ecis

ions

Deployment Checklist

Deployment Checklist

Content layout

Permissions and content isolation

Data connectivity

Self service and governance

Security

Monitoring and management

Scalability

Component Architecture

Component Architecture by Tiers

Content services

Application server

VizQL server

Data services

Hyper

Cache server

Data server

Storage tier

Postgres

File store

Management tier

TSM controller

Coordination service

TSM agents

Gateway

Application

Server

Search Server

VizQL Server

Data Server

Hyper

Cache Server

Repository

File Store

Controller and Agents

Coordination Service

User

Tier

Storage

Tier

Management

Tier

What’s New in 2018

What’s New in 2018

Linux!

Tableau Services Manager

Background Job Management

Increased Version Compatibility for Workbooks and Server

Log management improvements

Tableau Services Manager

New Web UI for managing Server

New Command Line Interface for managing Server

APIs for all management functions

Client-Server architecture supports running commands from any browser or worker

No “main” role anymore in a cluster

Q&A

Please complete the

session survey from the

Session Details screen

in your TC18 app