Getting Started with Tableau Server

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1 Getting Started with Tableau Planning, Installing, and Managing Your PRESENT ED BY Dan Jewett Ivo Salmre

3 Tableau Web Browser interacts with server content embedded server content Web Applications Tableau Desktop publishes to and opens from the server

4 Tableau Web Browser interacts with server content Load Balancer embedded server content VizQL App Data v7 Web Applications Meta data Data Engine Tableau Desktop publishes to and opens from the server

5 Tableau VizQL Load Balancer App Data v7 Meta data Data Engine Active Cache Security Services (Data) Search Backgrounder User Management (AD) Security Services (Permissions)

Tableau and Data Data Warehouse Data Marts Files Cubes Tableau Data Simplicity + Direct connect to

Engine + Automatic, shared Caching SQL Connector MDX Connector Active Cache Security Services

Tableau Security + Leverage existing Data Base security + Add row-level data security based on

6 Tableau and Data Data Warehouse Data Marts Files Cubes Tableau Data Simplicity + Direct connect to data with no additional setup + Leverages existing data stores + Scheduled data updates to Data Engine + Automatic, shared Caching SQL Connector MDX Connector Active Cache Security Services (Data) VizQL Service Data Service Security Services (Permissions) Web Application Web Data Engine Tableau Security + Leverage existing Data Base security + Add row-level data security based on users and groups + Restrict content and capabilities via granular permissions + Securely deliver content via HTTPS

7 Tableau as a Data v7 Tableau Key Points: + Remotely connect to the TDE TDE + Multiple workbooks and people connect to the same TDE + Tableau permissions control access Ad hoc queries Tableau Desktop Tableau Desktop Tableau Desktop Product release timeframes and stated or implied release contents are for general planning purposes only. Roadmap items and schedules may change at any time. This material is not a commitment to deliver and may not be incorporated into any contract.

8 Tableau as a Data v7 Tableau Database Database Drivers Scheduled refresh TDE Key Points: Ad hoc queries + TDEs can be refreshed independent of any workbook + Workbooks that query the extract always get fresh data Tableau Desktop Tableau Desktop Tableau Desktop Product release timeframes and stated or implied release contents are for general planning purposes only. Roadmap items and schedules may change at any time. This material is not a commitment to deliver and may not be incorporated into any contract.

control access to the TDS Product release timeframes and stated or implied release contents are for general planning purposes only.

9 Tableau as a Data v7 Tableau TDS Database Drivers Database Key Points: + Connections to the database can proxy through Tableau Ad hoc queries Tableau Desktop + Metadata maintained in the centralized TDS + No database drivers needed on the desktop + Tableau permissions control access to the TDS Product release timeframes and stated or implied release contents are for general planning purposes only. Roadmap items and schedules may change at any time. This material is not a commitment to deliver and may not be incorporated into any contract.

11 How will you be using Tableau? Interactive application Separation sets of users? Query the database or use extracts? Data usage pattern Who can publish? Segment work by projects? Content administrators? Project permissions sufficient? Multi-Site, isolated content/users? Data engine isolated on a machine? Disk space & memory for it? Centralized extracts vs. pass-through Query from desktop to Tableau v7 v7 v7

12 How will you be using Tableau? Embedded content Few workbooks/many viewers; or many unique workbooks/users? Guest user Trusted tickets? How many publishers? Distributed machines? Live failover required? Mission critical reliability configurationv7

13 License Type Named User Core limited user number, unlimited hardware unlimited users, limited to hardware size allows anonymous user embedded access

14 Hardware Matters Don t be thrifty $14,500 can get you a machine from Dell.com with: + 8 cores + 64GB memory + 3 TB of fast SCSI disk, RAID 50 + And doubling the RAM to 128GB is only $2,500 more $38k gets 24 cores, 128GB RAM, 4 TB of fast RAID 5 disk Tech Specs + Windows 2008 or Memory, more is better + Fast disks & RAID is better + Large Hard disk extensive use of the data engine can require lots of disk space Physical or Virtual + Virtual machines are supported + Our anecdotal experience is physical machines perform faster

15 To Distribute or Not to Distribute Single machine or cluster License type will primarily drive this Add machines to expand capacity but understand caching v7 HA solution requires at least two machines Isolate the Data Engine Performance or Scalability If heavy use of the data engine consider isolating it Distributing components is a scalability strategy, not a performance strategy

16 Single Deployment Primary VizQL Load Balancer App Data v7 Meta data Data Engine

17 Distributed Deployment Primary Worker Load Balancer VizQL App Data v7 VizQL App Data v7 Meta data Data Engine

18 Distributed, Isolating the Data Engine Primary Worker Worker #n Load Balancer VizQL App Data v7 VizQL App Data v7 Meta data Data Engine

19 High Availability Deployment v7 Load Balancer v7 Load Balancer Primary Worker & Backup Primary VizQL App Data v7 VizQL App Data v7 Meta data Data Engine Meta data v7 Data Engine v7 v7 Real time replication

20 Caching Response to browser Request for /views/myworkbook/dashboard If nothing was found in caches, query the database to build the view VizQL Database Have we computed this view before? If so, send this to the browser Have we run this query before? If so, use previous query results to build the view Previously Computed Models Previous Query Results

21 Cache Control Caching Caching is per-process Distributed components can hurt performance due to missing the cache Requests get cached data until explicitly refreshed. The cache will is not held cache in memory, models when or data memory at all fills, the cache starts to empty oldest items. Requests get the freshest Requests get cached data data from the data source that is at most a known number of minutes old. This option places a much higher load on the servers.

viz instance in a workbook tabadmin set vizqlserver.

22 Cache control Model cache vizqlserver.modelcachesize:30 The number of models to cache, where there is one model per viz instance in a workbook tabadmin set vizqlserver.modelcachesize 60 Query cache vizqlserver.querycachesize:64 The size in megabytes of query results to cache tabadmin set vizqlserver.querycachesize 256

23 Authentication Tableau built-in Active Directory Trusted Tickets Create user names unique to Tableau Integrated with AD to use Windows logins A 2nd web application handles authentication. Tableau trusts this authentication. Usernames still need to exist in Tableau

25 Installing Install the Primary first and get it running. Then add any distributed machines. Run-as User is important. Especially if using SQL databases. Upgrades: Uninstall using the Windows Control Panel it keeps the existing content Run new installer, it imports existing content.

26 Release News Release News: Release Notes:

27 Backups tabadmin backup Do this every night! Store the.tsbak file on a different computer

28 Users & Groups Adding Users & Groups Via the user interface Import from a CSV file Sync with AD Use tabcmd (can automate) on the website, Support > Product Manuals is docs Use Groups for permissions Content Administrators Best practice is to set permissions on Groups rather than individual users Delegate some of the day-to-day administration activities to others with the Content Admin attribute.

29 Segmenting Content Projects Project Leader Tags Sites v7 Create them to organize content Manages a specific projects content Tag content to organize content Scoped view of the world

30 Repository Reporting Views Prune Unused Content Enable Access Database views Connect with Tableau To see seldom used views tabadmin dbpass <password> Names start with _ (i.e. _sessions, _views, _views_stats, ) Database type = postgres Port = 8060 Database name = workgroup Username = tableau Password = <what you set it to> Connect three views: _workbooks, _views, _views_stats

Schedules Scheduled extracts Administrator creates the schedules Publishers can

scheduled Tasks in a schedule V6.1 allows them to run in parallel V6.

1 tasks ran in serial Caution: can overload your DB and NIC card and put high

32 Schedules Scheduled extracts Administrator creates the schedules Publishers can attach their workbooks to a schedule v7 Individual Data Sources can now be scheduled Tasks in a schedule V6.1 allows them to run in parallel V6.1 allows multiple backgrounders per machine Prior to v6.1 tasks ran in serial Caution: can overload your DB and NIC card and put high load on the Tableau. V6.0 V6.0.4 V6.1 Task 1 Task 2 Task 3 Task 4 Task 1 Task 2 Task 3 Task 4 Task 1 Task 2 Task 3 Task 4

34 Where to Learn More Tableau Administration Extending the Power of Tableau Matt Morgenroth & Andrew Beers 4:30 Who Pulled the Plug? High Availability and Mission Critical Tableau Jeff Mills, Ivo Salmre, and Kim Peterson 9:45 Managing Extracts with Tableau Ivo Salmre 3:15 Administering Tableau Jesse Gebhardt & Kiyoshi Jones 4:30 and 9:45 Tuning Tableau for High Performance Francois Ajenstat & Alan Doerhoefer 9:45 Tableau 7.0: It s Beta Time! Dustin Smith, Tim Lens, and Ty Alevizos Offered at every breakout slot 2011 Tableau Software Inc. All rights reserved.

36 Getting Started with Tableau Planning, Installing, and Managing Your PRESENT ED BY Dan Jewett Ivo Salmre

Tableau Server - 101

Tableau Server - 101 Prepared By: Ojoswi Basu Certified Tableau Consultant LinkedIn: https://ca.linkedin.com/in/ojoswibasu Introduction Tableau Software was founded on the idea that data analysis and subsequent