Ten Things Every Admin Should Know - Tableau Conference 2018 PDF Free Download

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Welcome

#TC1810 things every admin should knowKevin HulbertSales ConsultantTableau / CustomerSolutionsSara RantschlerQuality AssuranceEngineerTableau / Development

#1: The one aboutGateways

#1: Gateways The moral of the story Always secure traffic to your Tableau Server Gateway or Load Balancer with SSLWhy? Protects the information passed between your users and your Tableau Server from Man-In-The-MiddleattacksPrevents data leaksLearn more: Configure External SSL (Tableau Online Help)Securing Traffic Between Clients and Your Server (Everybody’s Install Guide)

#2: The one aboutProjects

#2: Projects The moral of the story Ideally, use project level permissions instead of workbook levelWhy? Prevents accidental creation of back-doors into content users shouldn’t be able to seeLearn more: Manage Projects and Project Permissions (Online Help)

#3: The one aboutSites

#3: Sites The moral of the story Ideally, use project level permissions instead of workbook levelWhy? Projects and sites fill different roles in governance Sites never allow data to cross pollinateLearn more: What is a site? (Online Help)

#4: The one aboutIdentity

#4: Identity.The moral of the story If your company has an Active Directory group management tool, manage your users in those groups andhave Tableau Server sync the groupsWhy? Take advantage of existing user structures and groups that already existLearn more: Authentication (Online d-tableau-group-management-with.html (Mark Jackson,Zen Master)

#5: The one aboutRestfulness

#5: Restfulness.The moral of the story Use the REST API for metadata management of Tableau Data Server sourcesWhy? Work smarter, not harderLearn more: Rest API (Online Help)Automated data lineage documentation using #Python (Mark Jackson, Zen Master)

Bonus: Your princess is inanother castle

Your princess is in another castle.If you’re into REST API-based automation, check out these related sessions APIs for server admins REST, Extract, TSM, oh my! Time TBA Location TBAUsing Tableau Server Client and the REST API to automate your workflow Time TBA Location TBA

#6: The one aboutMaintenance

#6: Maintenance.The moral of the story Run backups daily and store them elsewhere. If you are also an AWS customer, you can write aPowerShell script to backup the Tableau Server and save the backup to S3Automate it, set it and forget it!Why? You never want to get caught without a backupLearn more: Back Up Tableau Server Data (Online Help)Database Maintenance (Online Help)Backing Up Tableau Server (Everybody’s Install Guide)

Bonus: TSM vs TabadminMigrations

Bonus: TSM and Tabadmin migrationsThe moral of the story Starting in version 2018.2 all windows versions use TSM instead of TabadminWhy? All Linux server installs use TSM alreadyWhen migrating from tabadmin to TSM make sure you have a good backupBetter to be safe than sorry!Learn more: Tabadmin to TSM upgrade (Online Help)

#7: The one aboutShelf-life

#7: Shelf-life.The moral of the story Give content a shelf lifeCreate a custom admin view against the PostgreSQL Repository DB to answer the question: What contenthasn’t been used in 6 months?Why? Tableau is a content creating machine!Users will publish a bunch of content until they get exactly what they want ( especially if you allow WebEditing)Learn more: Create Custom Administrative Views (Online Help)Custom Tableau Server Admin Views (Tableau Zen, Mark Jackson’s blog)

#8: The one aboutTreasured Knowledge

#8: Treasured Knowledge.The moral of the story Use Tableau to monitor TableauGet extremely familiar with the Tableau Server PostgresSQL Repository DatabaseWhy? Knowledge is power!Let the data tell you where your problem is and then solve the right problemsLearn more: Collect Data with the Tableau Server Repository (Online Help)Workgroup Database Data Dictionary (Online Help)

#9: The one aboutVizAlerts

#9: VizAlerts.The moral of the story Use VizAlerts to monitor changes in your vizes of any sort, especially if those changes are part of aworkflowWhy? You’ll save loads of timeEasy to subscribe others by individual or groupLearn more: ts Github

#10: The one aboutLog analysis

#10: Log analysis The moral of the story You don’t know what’s in the logs, just look for what you wantUse Fiddler2 to capture HTTP traffic to see what to search for in the logsWhy? Knowing everything is impossible, so just learn the ways to analyze logsThere are many tools created by Tableau for this as well to make your life easierLearn more: TabJolt or TabMon or JConsole or LogShark or anyother - Which is best? Why? Community ForumLogshark v2 Community Forum

Bonus: The one aboutthe weird trick

Bonus: One weird trick.The moral of the story Make your DBA your new best friendWhy? DBAs can be your best friends or your biggest foesTableau sends SQL to Databases in many different where clause ranges and complexity, different selectstatements (i.e. case when, casting, etc). It's the nature of self-service analytics. If the DBA does not tunethe DB to handle this, you end up with full table scans, and long query times. This means, longer bootstraptimes (view loading), longer interaction times (VizQL Sessions), and long subscription rendering times(background tasks). All of these eat up your Tableau server resourcesIf you have a good relationship with the DBA(s), you will have a much easier time administering your serverenvironments

You have earned the 1up,Take this to your castle!

What did we cover?1.2.3.4.5.6.7.8.9.10.Gateway SSLUse project level permissionsGroups & SitesExternal Identity storeRest APIMaintenance & off-site backupsGive content a shelf-lifeGet to know the PostgreSQL RepositoryVizAlerts Subscriptions InsteadSelf-service Log analysis is possible

Supplemental Content Becoming a Jedi. Tableau Server: Everybody's Install Guide Start here Get Started with Tableau Server Upgrade Tableau Server Page Getting help & connecting with the community. Tableau Support Tableau Starter Kits Server and Online Admin Community Space Suggest an Idea for Tableau Server

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Tableau Server: Everybody's Install Guide Start here Get Started with Tableau Server Upgrade Tableau Server Page Getting help & connecting with the community. Tableau Support Tableau Starter Kits Server and Online Admin Community Space Suggest an Idea for Tableau Server.