Deploying Tableau at Enterprise Scale in the Cloud

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2 # T C 1 8 Deploying Tableau at Enterprise Scale in the Cloud Calvin Chaney Senior Systems Analyst Enterprise Analytics / Tableau

3 Enterprise Analytics supports Tableau s mission of driving self-service analytics across an enterprise. We provide highly available and accurate data sources and governance that enable, rather than restrict, self-service at scale.

4 Calvin has moved to the cloud

5 Agenda Authentication and User Provisioning Connecting to On-premises Data with Tableau Bridge Connecting to Cloud Data Tableau Server Considerations

6 Authentication and User Provisioning

7 Tableau Online Authentication Types

8 TableauID

9 Tableau Server Authentication Types Active Directory/LDAP identity stores Kerberos/SSPI Mutual SSL SAML/OpenID IdPs SAML can be configured server-wide and/or site-specific Local Default authentication type requiring no additional configuration steps Username and password No password policies (strength requirements, lockout on failed attempts, etc.)

10 User Provisioning Add users to site manually Enter usernames individually Import via CSV Specify authentication type Automation Options Active directory/ldap group synchronization Tableau Server System for Cross-domain Identity Management (SCIM) Tableau Online Downstream applications kept in sync Currently supported with OneLogin (Okta coming soon in Beta) Tabcmd script with Python / PowerShell

11 Connecting to On-premises Data with Tableau Bridge

12 Tableau Bridge Allows you to keep behind-the-firewall data sources fresh Separate installer from Tableau Desktop (new for ) Schedule refresh jobs for extracts or live connections On-premises data (Extracts & Live) File-based data, i.e. Excel, CSV (Extracts only) Cloud data accessible only from within a private network and not from the public internet i.e. Amazon RDS or databases residing in VPC (Extracts only)

13 Tableau Bridge Uses Tableau Data Server Data sources in workbooks must be published rather than embedded Develop a data source naming convention to help others know what they re connecting to and prevent redundancy Use certification and to help users find trusted data via Recommendations

14 Tableau Bridge Publishing Publish workbook and its data sources in one step Live and/or extract data sources Can include embedded data sources that connect to accessible Cloud data

15 Tableau Bridge Extract Refresh Flexible scheduling Refresh as frequent as every 15 minutes Full and/or incremental schedules Multiple schedules supported Database credentials stored in the Bridge client On-demand refresh job can be triggered from the client

16 Tableau Bridge Client Assignment

17 Tableau Bridge Clients Site admins can set up centrally-managed clients: Use a shared AD account Use service mode (runs in the background, restarts after reboot) Configure multiple clients to load-balance live queries Critical extract data sources No client assignment for data sources using a live connection Users can set up their own client to refresh extracts: Necessary when database credentials cannot be shared with the admin May not be ideal for frequent refresh jobs, especially in organizations that use laptops Site admins choose which clients serve live queries

18 Tableau Bridge Administration

19 Connecting to Cloud Data

20 Connecting to Cloud Data Whitelist Tableau Online IP addresses with data provider Live connections and extracts Works for most SQL-based data Support for SSL encrypted connections Embedded or published data sources OAuth connections Google BigQuery & Analytics, Dropbox, QuickBooks Dashboard starters Salesforce, Eloqua, Marketo, ServiceNow

21 Scheduling Refreshes on Tableau Online Pre-defined schedules Refresh frequency up to hourly Similar to scheduling in Tableau Server (via Backgrounder) Job timeout limit of 2 hours Use incremental, hide unused fields, and/or add extract filters

22 Cloud Data Refresh Tasks Admin View Monitor status for extract refresh jobs Successful, failed, and in progress Useful for troubleshooting when extracts from cloud data sources are stale

23 Tableau Server Considerations

24 Tableau Server Considerations Ideal for heavy extract/embedded scenarios Extracting from on-premise databases concurrently Control and Compliance Industry-specific regulations Audits for guaranteeing physical control of content and data Guest User Embedded views without having to authenticate

25 Tableau Server Considerations Multiple environments QA/Failover/Production Requires downtime for upgrades and maintenance Optionally redirect traffic to failover environment Script nightly backup/restore from production Change users role to Explorer to effectively make failover environment read-only Tableau Mobile access more complex (VPN\MDM)

26 Tableau Server Linux or Windows CentOS, RHEL, Ubuntu On-premises Hardware Public cloud Amazon Web Services Google Cloud Platform Microsoft Azure

27 Comparison Summary Authentication via SAML, OpenID, or TableauID Authentication via Active Directory/LDAP, SAML, OpenID Users provisioned via list of addresses, CSV, and SCIM Group synchronization from AD/LDAP identity stores Published data sources required when connecting to on-premise data (live connection or extracts) Ideal in heavy extract environments via on-premise data Tableau Mobile can connect with no VPN VPN setup / Mobile Device Management required Fully hosted SaaS, using Bridge client machines for connecting to on-premises data On-premise hardware or public cloud

28 R E L AT E D S E S S I O N S Tableau Bridge How does it do it? Wednesday 12:00 PM - 1:00 PM MCCNO L2-240 Cloudy with 100% chance of data Thursday 2:15 PM 3:15 PM MCCNO - L3-335

29 #TC18 Thank you!

30 Please complete the session survey from the My Evaluations menu in your TC18 app

31

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