Tableau Certified Associate Architect Exam

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TSM Port

8850

Topology to optimize for user traffic:

- Adjust number of VizQL processes (add one at a time) - Increase the number of cache server processes - Reduce the number of backgrounder processes

Database drivers should be installed on the initial node, and any additional nodes that run which processes?

- Application Server (Vizportal) - Backgrounder - Data Server - VizQL Server

Elastic Server characteristics:

- Can be running on more than one node in a cluster - Can be moved to any node - Should have an odd number of instances running

Topology to optimize for extracts:

- Isolate backgrounder on a second node - Run 2 VizQL processes, 2 Cache Server processes, and 2 Data Server processes

Which 3 tasks require more planning in an air-gapped deployment?

- Maps - Licensing - External Data

Tableau Server IdPs that can be used to automate adding or removing users from Tableau Online:

- Okta - OneLogin

Topology for Query Heavy Environments:

- Separate the node with File Store from node with VizQL - Typically 16 cores are recommended per node with 16 GB RAM per core - Run one process of File Store on a separate node that isn't running VizQL or Backgrounder - Run 2 VizQL processes, 2 Cache Server processes, and 2 Data Server processes on the nodes not running file store processes - Have one File Store/Data Engine node for every 2 VizQL Server nodes - Default config: 4 nodes for high availability considerations

What kind of impact does enabling encryption at rest have?

- Slight to moderate increase in backgrounder load, as it alters existing jobs and introduces new jobs - Increase in Viz Load Time and Worker Load (requires data to be decrypted once) - Increases backup file size up to 50-100% (compression is ineffective on encrypted extracts) - Increase time to restore a backup (added time for exchange of encryption keys) **for server installations with many encrypted extracts, consider disabling compression for faster backups**

Which two commands should you run to free up disk space?

- tsm maintenance ziplogs - tsm maintenance cleanup

Actions by Specific User

-Access & Interactions -Publish & Download -Subscriptions -Default: 7 days

PostgreSQL backup Port

8061

List of Built-In Administrative Views

-Actions by All Users -Actions by Specific User -Actions by Recent Users -Ask Data Usage -Background Tasks for Extracts -Background Tasks for Non Extracts -Background Task Delay -Backgrounder Dashboard -Data Quality Warning History -Desktop License Usage -Desktop License Expiration -Login-based License Usage -Performance of Flow Runs -Performance of Views -Server Disk Space -Stale Content -Stats for Load Times -Stats for Space Usage -Traffic to Data Sources -Traffic to Views

Options for changing a job's prioritization:

-Change its schedule >Change to schedule that enters queue earlier in day >Change to schedule that runs more frequently >Change schedule from serial to parallel (Serial uses one backgrounder process and is slower Parallel uses all available backgrounder processes) -Change its priority

Which topology configurations optimize server backups?

-Co-locate file File Store & TSM/Administration Controller on the same node (especially true if your org uses many extracts) -Co-locate the repository & TSM/Administration Controller on the same node (time savings is less significant than first option)

Performance of Views

-How long it takes for views to load and how many sessions are running at a time. -Can compare spikes in # of sessions w/ slow load times. -Identify when user traffic is slowing down server. -Look at individual views by load times to see longest loading views

Stale Content

-Identify content that hasn't been used or accessed in the specified time threshold -% of total space usage being consumed by stale content -Total space used by all stale content (GB) -Space used by each object -Content details

Which processes cannot be moved from initial node unless there is a failure?

-License Service/License Manager -TSM Controller/Administration Controller

Backgrounder Dashboard

-Overview of background jobs -Time it takes for jobs to run, when backgrounder is busy or overloaded, jobs that completed successfully or not -How long did the jobs wait before running? -How long does it take for each job to run? -What is the total run time for each job? -How long does it take for each job to run?

What is the final step in a server upgrade and its TSM commands?

-Rebuild the search index -tsm maintenance reindex search -tsm maintenance reset-searchserver

Server Disk Space

-See how much disk space is in use on the computers that run Server and identify sudden changes in disk space usage -Displayed as a decimal GB value -What is the most recent disk space usage? -How has free disk space trended in the last month? (by server name)

Actions by All Users

-Shows Login Activity, View Access, and Data source Use -Publish and Download: shows publishing and downloading of flows, workbooks, and data sources -Subscriptions: shows counts of subscription email sent for workbooks and views. Also shows the counts of flow runs

Data Quality Warning History

-Shows how many data quality warnings are active over a period of time -How many warnings have been changed over that same time period -Data quality warning details

Actions by Recent Users

-View Active, Recently Active, and Idle users that are signed into the Server -Active = 5 minutes -Recently Active = last 30 minutes -Idle = more than 30 minutes ago

Performance of Flow Runs

-see performance history for all flows on a site -what flow tasks are currently scheduled -duration of flow tasks -how many flows were run ad hoc -how many were scheduled runs

TSM commands for configuring a reverse proxy:

-tsm configuration set -k gateway.public.host -v "name" (ex: tableau.example.com) -tsm configuration set -k gateway.trusted -v "server_ip_address" -tsm configuration set -k gateway.trusted_hosts -v "proxy1.example.com, proxy1, ftp.example.com" (aliases) -tsm configuration set -k gateway.public.port -v 443 -tsm pending-changes apply

TSM commands for configuring a load balancer:

-tsm configuration set -k gateway.public.host -v "name" (ex: tableau.example.com) -tsm configuration set -k gatweay.public.port -v 443 -tsm configuration set -k gateway-trusted -v (10.32.139.45, 10.32.139.46, 10.32, 139.47) OR (proxy1, proxy2, proxy3)

What kind of files are covered by Encryption at Rest?

.hyper extracts (must be upgraded to .hyper file if previously a .tde, as well as files such as excel or json as only .hyper files are encrypted)

Upgrading from pre-TSM server (2018.1 or earlier)

1. Create a server backup and save it to a network file location 2. Uninstall Tableau Server 2018.1 from the primary and worker nodes 3. Install Tableau Server 2019.1 on the initial (formerly primary) node 4. Generate a bootstrap file on the initial node. tsm topology nodes get-bootstrap-file -f C:\bootstrap.json 5. Copy the bootstrap file to the additional (formerly worker) node. 6. Install Tableau Server 2019.1 on the additional node. 7. Run an upgrade script on the initial node. upgrade-tsm 8. Start Tableau Server from the TSM page. or tsm start 9. Test that the server upgrade was successful.

Upgrading from 2018.2x and later (TSM to TSM) - Single Node

1. Disable Scheduled Tasks (refreshes, flows, subscriptions) 2. Run Setup: - On initial node open prompt as admin - Navigate to directory where setup program is stored and run it - Note: server must be stopped right before completing upgrade - Run the following: upgrade-tsm 3. Start Tableau Server - Run the following: tsm start 4. Verify Tableau Server Upgrade - in TSM command line, verify processes by running: tsm status -v - re-enable subscriptions scheduling - verify TSM global settings, user access, published workbooks/data sources, tableau prep builder, count of tableau objects, API functionality 5. Uninstall previous version (from control panel) and delete 'Tableau Server' folders from \packages directory

CPU threshold that should trigger an incident:

80% over 5 minutes

Upgrading from 2018.2x and later (TSM to TSM) - multinode

1. Disable Scheduled Tasks (refreshes, flows, subscriptions) 2. Run Setup: - On initial node open prompt as admin - Navigate to directory where setup program is stored and run it - Run the setup program individually for each additional node (and don't select "Automatically launch the upgrade script" - Note: server must be stopped right before completing upgrade - Run the following on the initial node once the new version is installed on every node in the cluster: upgrade-tsm 3. Start Tableau Server - Run the following: tsm start 4. Verify Tableau Server Upgrade - in TSM command line, verify processes by running: tsm status -v - re-enable subscriptions scheduling - verify TSM global settings, user access, published workbooks/data sources, tableau prep builder, count of tableau objects, API functionality 5. Uninstall previous version (from control panel) and delete 'Tableau Server' folders from \packages directory

Linux Jump-Start Installation Steps

1. Install Tableau Server and Install TSM RHEL-like distributions: sudo yum update sudo yum install tableau-server-<version>.x86_64.rpm Ubuntu/Debian: sudo apt-get update sudo apt-get upgrade sudo apt-get -y install gdebi-core sudo gdebi -n tableau-server-<version>_amd64.deb Start TSM: sudo ./initialize-tsm --acceptelua 2. Activate & Register Tableau tsm licenses activate -k <license_key> tsm register --template >/path/to/registration_file.json tsm register --file/path/to/registration_file.json 3. Configure local identity store tsm settings import -f /opt/tableau/tableau_server/packages/scripts.<version_code>/config.json 4. Finalize installation tsm pending-changes apply tsm initialize --start-server --request-timeout 1800 tabcmd initialuser --server -localhost:80 --username 'admin' --password '<password>' 5. Install PostgreSQL drivers CentOS and RHEL: sudo yum install <driver-installation-package>.rpm Ubuntu/Debian: sudo gdebi <driver-installation-package>.deb

Steps in recovering from a (non-initial) node failure:

1. Meet prerequisites: - At least one functioning node has instance of File Store - At least one functioning node has a Repository - At least one functioning node has Client File Service (CFS) 2. Identify failed node: Tsm status -v (failed node will have "ERROR" status and process will be unavailable. Node ID is listed as "node<n>" with machine name following. 3. Stop Tableau Server. Run with --ignore-node-status, which runs without consideration of the status of the specified node. Tsm stop --ignore-node-status <nodeID> 4. Determine if key processes were running on the node. - If it was running the Messaging Service, you must remove the service from the failed node and add it to a new node. >Remove from failed node: Tsm topology set-process -pr activemqserver -n <nodeID> -c 0 >Add it to new node: Tsm topology set-process -pr activemqserver - n <nodeID> -c 1 - If it was running Coordination Service, you must deploy new ensemble before removing the node: >Tsm topology deploy-coordination-service - n <good_nodeID> --ignore-node-status <failed_nodeID> - If it was running the only instance of Client File Service (CFS), you must configure new instance of CFS on working node. You should config CFS on every node that is running the Coordination Service - If it was running File Store, you need to force-decommission File Store and remove it before you can remove the node: >Tsm topology filestore decommission -n <nodeID> --delete-filestore >Apply pending changes (use -ignore-warnings if you had a 3 node cluster and a single Coordination Service instance) >Tsm pending-changes apply --ignore-warnings --ignore-node-status <nodeID> 5. If cluster was 3 node cluster and there are repos on the remaining working nodes, either: REMOVE ONE REPOSITORY or ADD NEW NODE. (*NOTE: you are limited to 1 instance of the repo when you have fewer than 3 nodes) - Remove one repo: Tsm topology set-process - n <nodeID> -pr pgsql -c 0 6. Run command to remove failed node (adds change to the pending changes list): Tsm topology remove-nodes -n <nodeID> 7. Verify node removal is pending: Tsm pending-changes list 8. Apply pending changes to remove the node: Tsm pending-changes apply 9. Start Tableau Server Tsm start 10. Install Tableau Server on new node and config node w/ processes that the old, failed node was running 11. On a fresh computer (or original computer after removing Tableau), install Tableau using original Setup program and bootstrap file generated from initial node. 12. Redeploy new Coordination Service ensemble after nodes are all up and running 13. Add an instance of Client File Service (CFS) to every node that is running the Coordination Service

Steps in recovering from an initial node failure (when initial node cannot be quickly recovered):

1. Run Controller recovery script on node that is still working. To do this, open Command Prompt, go to Tableau Server script directory, and type in following command: Move-tsm-controller -n <nodeID> (nodeID is the id for the node you want TSM controller to run on) 2. Close and reopen command window then verify TSM/Admin Controller is running on the node by running: Tsm status -v 3. Stop Tableau Server by running: Tsm stop --ignore-node-status <nodeID> 4. Add the license service to the node: Tsm topology set-process -pr licenseservice -n <nodeID> -c 1 5. Remove the old License Service from the original node, where "nodeID" is the initial node that has failed: Tsm topology set-process -pr licenseservice -n <nodeID> -c 0 6. If the initial node has been running the only instance of CFS, add CFS to this node: Tsm topology set-process -pr clientfileservice -n node2 -c 1 7. If initial node was running messaging service add it to this node: Tsm topology set-process -pr activemqserver -n node2 -c 1 8. (optional) also add other processed that were running on that node but not the new one. Tsm topology set-process -pr <process name> -n node2 -c 1 9. Apply changes Tsm pending-changes apply --ignore-node-status <nodeID> - You may be prompted with a restart prompt (will be displayed even if server is stopped but in that case there is no restart) - Prompt can be suppressed with --ignore-prompt, but doesn't change restart behavior 10. Restart TSM Controller (must be run as admin) Net stop tabadmincontroller_0 Net start tabadmincontroller_0 11. Apply pending changes Tsm pending-changes apply --ignore-node-status <nodeID> 12. Activate the Tableau Server license on the new Controller node: Tsm licenses activate -k <product-key> 13. Verify license is properly activated: Tsm licenses list 14. If initial node was running Coordination Service, run new coordination service ensemble that doesn't include that node. In 3 node cluster where initial node was running CS, deploy a NEW, single-instance CS on a diff node and clean up old ensemble. Ex: tsm topology deploy-coordination-service -n node2 --ignore-node-status node1 15. If initial node was running file store instance, REMOVE that instance:tsm topology filestore decommission -n <nodeID> --delete-filestore 16. Apply pending changes and use --ignore-warnings flag if new CS ensemble you deployed is a single node ensemble: Tsm pending-changes apply --ignore-node-status node1 --ignore-warnings 17. Remove initial node where nodeID is initial node that failed Tsm topology remove-nodes -n <nodeID> 18. Apply pending changes and use --ignore-warnings flag if new CS ensemble you deployed is a single node ensemble Tsm pending-changes apply --ignore-warnings 19. Start tableau server: Tsm start 20. Replace initial node so cluster has original # of nodes. Ideally, only reuse the failed node if you know why it failed and can prevent from happening again

Default Backgrounder Instances

2 unless the number of cores is fewer than 8

Default Cache Server Instances

2 unless the number of cores is fewer than 8

Default Data Server Instances

2 unless the number of cores is fewer than 8

SMTP Port

25

Range of ports used by Tableau Server for License Service. This range must be open on the node running the license service and accessible from other nodes.

27000-27009

Your client notices CPU usage is very high and would like to add more backgrounders to a dedicated node. What should the configuration be?

4 core 32 GB 2 backgrounder processes

SSL Port

443

Which port cannot be changed?

443

How long can Tableau server run when there is a problem with the initial node and you have redundant processes on other nodes?

72 hours before lack of licensing services impacts other processes

Gateway Port

80

Range of ports reserved for dynamic mapping of Tableau processes

8000-9000

PostgreSQL Port

8060

What is the WDC?

A collection of APIs that enable developers to connect Tableau to any data on the web (examples: Reddit, Jira, Strava, Twitter, Facebook). You can create your own WDC that reads data from virtually any site that publishes data in JSON, XML, or HTML

What is RTO (recovery time objective)?

A measure of how much time can elapse before full recovery; that is, the maximum length of time within which a business process must be restored after a disruption. - long RTO = longer downtime - low RTO is good for mission-critical systems

What is RPO (recovery point objective)?

A measure of tolerance of data loss in terms of time, i.e. the duration of time for which data loss is acceptable - defined by how often you take backups - more frequent backups = lower RPO - if a backup takes 8 hours, that's your smallest RPO

What is TabMon?

A performance monitoring agent that can be used to analyze performance of a Tableau Server installation through periodically sampling target hosts for a set of Perfmon and MBean counters

Which TSM process monitors the coordination service for changes to configuration or topology and delivers new configurations to each service (configuration) or deploys new services and removes old ones (topology)?

Administration/TSM Agent

Which TSM process handles requests to TSM and orchestrates configuration and topology changes and workflow across service processes, and also serves as the REST API endpoint?

Administration/TSM Controller

What happens when a Service Manager process fails?

All business services on that node will fail as well, and depending on those services Tableau Server may run in a degraded state.

What happens when an Administration Agent process fails?

All other Tableau Server processes running on the same node will display as "unavailable". Server will run as expected but you cannot make config/topology changes

Which API allows you to dynamically include popular data science programming languages, tools, and platforms?

Analytics Extensions API - Creates a connection to external services/calculation engine that expands power of Tableau Desktop script calculations - Facilitates dynamic viz exploration

Which process (also known as VizPortal) handles the web application, REST API calls, and supports browsing and searching?

Application Server

Which processes, when installed, will also include an installation of Data Engine? (unless the node already has an instance of Data Engine)

Application Server Backgrounder VizQL Server Data Server File Store (only when configured locally)

Which process runs automatically on all nodes where Data Server is running?

Ask Data

List authentication methods and their compatibility with Local Authentication vs. AD/LDAP:

Authentication Method | Local | AD/LDAP SAML | Yes | Yes Kerberos | No | Yes Mutual SSL | Yes | Yes OpenID | Yes | No Trusted Authentication | Yes | Yes

You notice that AD synchronization tasks are taking a long time. Which view will help you troubleshoot?

Background Tasks for Non Extracts

Which process runs server tasks, including extract refreshes, subscriptions, 'Run Now' tasks, and tasks initiated from tabcmd?

Backgrounder

Which processes are single-threaded, and will improve performance with additional instances?

Backgrounder Cache Server

Which processes are enabled for dynamic topology changes?

Backgrounder VizQL

What should you always do before upgrading to a new version of Tableau Server?

Backup Tableau Server and then store the .tsbak file on a computer outside of your Tableau Server installation

Which process is responsible for performing backup and restore operations on the data stored in the Tableau Server repository and file store?

Backup/Restore

Authentication Mechanisms compatible with Local, Active Directory, and LDAP identity stores:

Basic, SAML, Trusted Authentication, Mutual SSL

What can you do to increase security when enabling JMX?

Block off all other hosts from accessing the range of JMX ports

Which single-threaded process is shared across the server cluster, and accepts requests from VizQL, backgrounder, data server, and sometimes application server?

Cache Server

In which kind of governance model does IT/another authority own data access and produce data sources and dashboards for business consumption in a one-to-many manner? (Small number of Creators with everyone else as Viewers)

Centralized

Which TSM process manages most shared files in a multinode cluster? (such as authentication certificates, keys and files)

Client File Service

Which two processes are included on initial node and can always be moved to other nodes?

Client File Service (CFS) Coordination Service

Which process is responsible for monitoring various components, detecting failures, and running failover when needed?

Cluster Controller

Which processes are required on each node?

Cluster Controller Metrics Service SAML Service Administration Agent Database Maintenance Backup/Restored Site Import/Export

Node Configuration Settings/Commands in a Linux Installation

Configure identity store settings: tsm settings import -f path-to-file.json Configure gateway settings (optional): tsm settings import -f path-to-json-file.json Configure product usage data (optional): tsm setting import -f path-to-json-file.json Configure sample workbook installation (optional): tsm configuration set -k install.component.samples -v false Apply pending configuration changes: tsm pending-changes apply Verify LDAP configuration: tsm user-identity-store verify-user-mappings -v <user name> tsm user-identity-store verify-group-mappings -v <group name>

What are the elements of Content Governance?

Content Management Authorization Content Validation Content Promotion Content Certification Content Utilization

What kind of policy serves as an additional layer of security across cross-site scripting and other malicious web-based attacks?

Content Security Policy (CSP) - Implemented as an HTTP response header that allows you to specify where external resources can be safely loaded from

Which TSM process serves as the single source of truth?

Coordination Service

Which process manages connections to Tableau Server data sources?

Data Server

What are the elements of Data Governance?

Data Source Management Data Quality Enrichment & Preparation Data Security Metadata Management Monitoring & Management

Which process should be installed on any node where Application Server is installed for improved performance?

Data Source Properties

Which service provides published data source metadata to client services like Ask Data?

Data Source Properties

Which process is responsible for performing maintenance operations on the Tableau Server repository?

Database Maintenance

In which kind of governance model are new roles (outside of IT or a central authority) introduced such as Site Administrators, Data Stewards, and Content Authors with increasing collaboration between IT and business users?

Delegated

Background Task Delay

Displays delay for flow, extract refresh, and subscription tasks How long did extracts wait before execution? How long did subscriptions wait before execution?

Which API is used to create and deploy templates or migrate workbooks from test to production data sources?

Document API - It can get connection information from data sources and workbooks such as: server name, username, database name, authentication type, and connection type - It can update connection information in workbooks and data sources such as: server name, username, database name - It can get field information from data sources and workbooks, such as fields in a data source and fields being used by certain sheets

When should you run a backup?

During non-business hours

What is the name of the ability to make certain topology changes or updates without restarting the server?

Dynamic Topology

Which process is used by Ask Data to index data?

Elastic Server

Default VizQL Process Instances

Equal to (# cores)/4, up to a maximum of 4 process instances

Which API allows you to create an extension with write-back functionality in order to increase viz interactivity?

Extensions API - Can interact with data from other business apps directly in Tableau - Can integrate 3rd party functionality inside the dashboard - Lets users modify data in a viz and have that change automatically update the source data in the data base or web app

Background Tasks for Extracts

Extract-specific tasks that run on the server What Extracts Ran on this Server? Shows extracts that ran in the specified timeline You can click Success or Error to filter by status How much time did Extracts take? How Many Extracts Succeeded or Failed by day?

True or False: JMX is enabled by default

False

True or False: You can use VM snapshots for backing up Tableau Server

False. You must use tsm maintenance backup to create a backup of repository and file store data (contains workbook and user metadata, extract files, and site configuration data) You must use tsm setting export to backup configuration and topology data

Which process controls the storage of extracts?

File Store

Which process is a web server that handles all requests to Tableau Server from browsers, Tableau Desktop, and other clients?

Gateway

Which process is required on any node with an instance of VizQL Server or Vizportal/Application Server?

Gateway

Which API is used to connect to connect to data sources and write the data into extract files and write custom scripts that update/read data in existing extract files?

Hyper API - Gets data from non-supported data sources into Tableau - Updates data within extract files - Accesses data from an extract - Creates .hyper files

Stats for Space Usage

Identify which workbooks and data sources are taking up the most disk space on the server What Users Use the Most Space? What Projects Use the Most Space? What Workbooks and Data Sources Use the Most Space? (Bars color coded based on time since last refresh)

Stats for Load Times

Identify which workbooks need to be optimized Average Load Times, Exact Load Times

What happens if VizQL Server process fails?

If there is only one process, then Tableau Server would no longer be able to render views

Priority Rules for Jobs

In Progress Manual ("Run Now" when next backgrounder process opens up) Highest Priority (lower number) Same Priority are determined based off of when they were added to the queue Type (fastest goes first: subscriptions then incr refresh then full refresh) Historical runs (tiebreaker) - historically faster runs will run first

How do you create a performance recording without using the cache?

Include "refresh=yes" at the end of the URL Example: http://serverhost/views/workbookname/viewname?:record_performance=yes&:refresh=yes

Which process is also installed when the first instance of Application Server is installed on a node?

Interactive Container Service

Which two container processes are for internal Tableau Server microservices that are bundled together for ease of deployment and scalability purposes?

Interactive and Non-Interactive MIcroservice Containers

Which process is an internal service that only communicates with the Data Source Properties service?

Internal Data Source Properties

What does Trusted Authentication help to avoid?

It helps to avoid having your users sign in twice to access a view that is embedded into a webpage. It does this through setting up trusted relationships between Tableau Server and 1 or more web servers.

Which API is used to embed a view?

JavaScript API

Authentication Mechanisms compatible with an Active Directory identity store only:

Kerberos, Windows Automatic Login (SSPI)

Disk space threshold that should trigger an incident:

Less than 20% available

Memory threshold that should trigger an incident:

Less than 25% available

Desktop License Usage

Lets admins see usage data for Tableau Desktop licenses -Who is using a Tableau Desktop license in my enterprise? -Have any licenses been shared or transferred? -Is any license being used on a computer where it should not be? -Does a specific user use their license? -What types of licenses are being used in my enterprise? -Do I need to convert any trial licenses?

Login-based License Usage

Lets admins view login-based license usage -Who is using x license in my enterprise? -Have any licenses been shared o transferred? -Is any license being used on a computer where it should not be? -On which host is the license being used? -Which role is assigned to the user? -On which tableau product is the license in use? -On which tableau version is the license in use? -Is the license activated? -How many creator seats are in/not in use? -When was a Creator seat last used?

Which process handles licensing?

License Manager

What part of Tableau Blueprint is load testing included in?

Maintenance

Which part of Tableau Blueprint are backups included in?

Maintenance

Which part of Tableau Blueprint is AD synchronization included in?

Maintenance

Which part of Tableau Blueprint is log file cleanup included in?

Maintenance

Which part of Tableau Blueprint is resource management included in?

Maintenance

Which part of Tableau Blueprint is upgrading included in?

Maintenance

Which service is used to support communication between microservices in Tableau Server?

Messaging Services

Which API allows you to query and discover metadata about Tableau content and external assets indexed by Tableau Catalog?

Metadata API - Enables users to engage in data discovery, lineage tracking, and impact analysis

Which process is responsible for reading and writing Metric data in Tableau Server?

Metrics Service

What should you do during 72 hour window following initial node problem?

Move License Service/License Manager and TSM Controller/Admin Controller to another node

Which process is also installed when the first instance of Backgrounder is installed on a node?

Non-Interactive Container Service

Where should Tableau Prep Conductor be installed?

On a separate node since Prep flows are CPU and RAM intensive

What happens if Data Engine process fails?

Ongoing extract refreshes will fail. New refreshes of .tde extracts will not be impacted, but .hyper extract refreshes on that node WILL continue to fail until the engine is recovered If a viz rendering is running any query on the failed node, rendering will fail If the viz includes a shadow extract and the request is routed to a node with a failed Data Engine, the view rendering will continue to fail until engine is recovered

When is a Snapshot backup a viable backup option?

Only when Tableau Serve is configured with External File Store.

Best Practices for Published Data Sources

Prepare the data (data shaping, join operations, and related data prep functions will help get the data into a suitable shape) Set up appropriate field defaults Set up percent and currency number formats Set up logical hierarchies Create meaningful binned fields (with appropriate bin sizes) Create meaningful aliases for field values Differentiate attributes Avoid naming fields as values Geocode geographic fields Add relevant calculated fields Add field synonyms for Ask Data Use comments to add field descriptions

Minimum Hardware Requirements for Server Upgrade - Single Node

Processor: 64-bit CPU: 8-core, 2.0 GHz or higher RAM: 32 GB Free Disk Space: 50GB

What happens if Data Server process fails?

Queries running through the Data Server process will fail, resulting in a failed view rendering, extract refresh, or alert. Any view that does not use Data Server for any of its data sources should still function correctly

Which API can be used to automate tasks like managing users and groups, updating workbooks or datasources, and integrating Tableau content with a custom app/portal?

REST API

Which API can be used to integrate user management of Tableau Server with user management of an embedded application, manage server content based on application's state, query server metadata, and automate tableau server management?

REST API

What happens if Backgrounder process goes down?

Refresh and subscription jobs on the failed Backgrounder process are retried once the Backgrounder process recovers from failure.

Tableau Bridge can connect to the following:

Relational Data File Data Private cloud data and some ODBC data Some web data connector (WDC) data. (Bridge CANNOT access a data provider's website using OAuth, like Salesforce/Google or WDC data sources like Facebook/Twitter/QBO)

Which process holds the PostgreSQL database that stores workbook and user metadata (and external assets metadata when Tableau Catalog is enabled)?

Repository

What happens when Application Server process fails?

Requests being handled by that instance will fail, but subsequent requests will be routed to other running Application Server processes.

Which process acts as a proxy between Tableau Server and SAML Indentity Providers?

SAML Service

If a user is not seeing their views show up on the server and is getting extract refresh failure notifications for workbooks with no data extracts, which process is failing?

Search & Browse

Which process handles fast search, filter, retrieval, and display of content metadata on the server?

Search and Browse

In which kind of governance model is there a strong collaboration between IT and business users, fostering the availability of certified content/data sources, ad-hoc content, as well as a clearly-defined process of validation, promotion, and certification?

Self-Governing

A user wants to be able to view the Desktop License Usage and Desktop License Expiration dashboards with the lowest possible permissions capabilities. What role should they get?

Server Administrator

Out of the following checked boxes, which should a user deselect to promote faster view rendering in a published workbook? - Show Selections - Show Worksheets as Tabs - Include External Files - All of the above

Show Worksheets as Tabs

Background Tasks for Non Extracts

Shows info on other tasks that aren't refreshes: edited Oauth connections, subscription notifications, etc. -How Many Tasks Succeeded or Failed on this Site? -What Background Tasks Ran on this Site?

What does SMTP stand for?

Simple Mail Transfer Protocol

Which process is responsible for migrating Tableau Server sites between server clusters?

Site Import/Export

Authentication Mechanisms compatible with a local identity store only:

Site SAML, OpenID Connect

Which tool helps assess environment scalability through load testing?

TabJolt

A client has a single node deployment and wants to add a known number of extra users in the future. What tool can the client use to test the system's response?

Tabjolt

Which process runs flows and processes flows for ingestion by Data Catalog?

Tableau Prep Conductor

Which process provides the interactive Prep Flow experience in the browser?

Tableau Prep Flow Authoring

Which process is used by Tableau Prep Flow Authoring for querying datasources?

Tableau Prep Flow Service

How many backgrounder processes can you have on a node?

Up to half the number of physical cores on the node

What happens if Cache Server process fails?

Tableau Server will still work but actions may take longer

Install and Configure steps - TSM Commands (windows)

TableauServer-64bit-<version>.exe /silent ACCEPTELUA=1 tsm status -v (run proxy commands if needed) tsm licenses activate -k <product key> (or tsm licenses activate -t for two week trial) tsm register --template > /path/to/<registration_file>.json tsm register --file /path/to/<registration_file>.json (activate any additional product keys for add-ons) run the following to configure identity store, gateway, and/or product usage data, using identityStore Entity, gatewaySettings Entity, or shareProductUsageDataSettings Entity respectively: tsm settings import -f path-to-file.json tsm configuration set -k install.component.samples -v false tsm pending-changes apply tsm user-identity-store verify-user-mappings -v <user name> tsm user-identity-store verify-user-mappings -v <group name> (tsm initialize --start-server --request-timeout 1800 OR tsm initialize --request-timeout 1800 and then tsm start --request-timeout 900) tabcmd initialuser --server http://localhost(:port#) -username "<new-admin-username>" (specify port after host name if using port other than 80)

Benefits of Published Data Sources

Take advantage of Tableau Server's data server component (enables reuse of published data sources) Establishes a central location for connecting to your data Makes data sources not only reusable, but also shareable Establishes a "centralized version of the truth" for the data used in Tableau Server visualizations Preserves changes and updates in the Data pane (such as calcs, sets, groups, hierarchies, aliases) Frees each client from having to download and install databases driver - connecting to data occurs at the server level Uses either live data or data extracts the latter of which can have scheduled updates to the extract Increases server efficiency by pooling data connections Uses the published data sources while web editing to create a new workbook or add to an existing workbook (including blending of data sources)

What happens when a Gateway process fails?

The entire Tableau Server cluster will be unavailable

Which licensing and permission restrictions do embedded views follow?

The same licensing and permission restrictions used on Tableau Server and Tableau Online. With role-based licenses, in order for a user to see a view that is embedded in a web page, the person accessing the view must also have an account on Tableau Server/Online. With core-based licensing, a guest account is available. This allows people in the organization to view embedded Tableau vizzes without signing into the server.

Where do you find a view's embed code?

The share button at the top of each view (unless showShareOptions parameter is set to false)

Traffic to Views

Total view count per day Total view count by time What views are seen the most Who accesses views most often

Ask Data Usage

Usage patterns of Ask Data for a site Distinct Users over time Distinct data source owners over time Top ask data users Top ask data data sources Top ask data data source owners

Which process loads and renders views, computes, and executes queries?

VizQL Server

Which API enables Tableau to send an SMS whenever a data source refresh occurs, or notify a web app to synchronize data when a workbook is created?

Webhooks API - Enables Tableau events to send an HTTP POST notification to the web location of your choice

Traffic to Data Sources

What is the total data source usage by day? What data sources are used most? Who uses data sources most often?

What happens if Search & Browse process fails?

Workbook content will appear to be missing (not being returned in search results)

What can you use to connect to extracts of data from Facebook or Twitter from Tableau Online?

You can refresh extracts from Tableau Desktop (Refresh from Source option or republish the data source). You cannot use Tableau Bridge

What can you use to set up a connection to extracts of Salesforce and Google data from Tableau Online?

You can set up a schedule directly on Tableau Online. You cannot use Tableau Bridge

What are the possible statuses to be returned when running tsm status -v?

is running status is unavailable is in a degraded state is in an error state is synchronizing is decommissioning is running (Active Repository) is running (Passive Repository) is stopped

Tabcmd command to add users to specified group

tabcmd addusers "groupname" --users <csv file>

Tabcmd command to create group

tabcmd creategroup <group name>

Tabcmd command to create users

tabcmd createusers <csv file>

Tabcmd command to create initial admin user on a server

tabcmd initialuser --username "admin" --password "password" --server <server>

Tabcmd command to log in a Tableau Server user

tabcmd login -s <server> -t <site> -u <username> -p <password

Tabcmd command to synchronize an Active Directory group

tabcmd syncgroup <group name>

How do you increase Elastic Server heap size?

tsm configuration set -k elasticserver.vmopts -v

Command to view activated Tableau Server licenses

tsm licenses list

Which command creates a backup of workbook and user metadata, data extract files, and site configuration data in a .tsbak file?

tsm maintenance backup

TSM command to restore backups:

tsm maintenance restore

Command to create a zipped log file archive

tsm maintenance ziplogs

Which command creates a backup of configuration and topology data in a .json file?

tsm settings export

What happens if a File Store process fails?

• Copying of extract files to and from the affected node stops. • Removing extract files that are no longer needed on the affected node is suspended. (This removal process is usually referred to as "extract reaping.")


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