Welcome

10 things every admin should know

Kevin Hulbert

Sales Consultant

Tableau / Customer Solutions

# T C 1 8

Sara Rantschler

Quality Assurance Engineer

Tableau / Development

#1: The one about Gateways…

#1: Gateways…

The moral of the story…• Always secure traffic to your Tableau Server Gateway or Load Balancer with SSL

Why?• Protects the information passed between your users and your Tableau Server from Man-In-The-Middle

attacks

• Prevents data leaks

Learn more:• Configure External SSL (Tableau Online Help)

• Securing Traffic Between Clients and Your Server (Everybody’s Install Guide)

#2: The one about Projects…

#2: Projects…

The moral of the story…• Ideally, use project level permissions instead of workbook level

Why?• Prevents accidental creation of back-doors into content users shouldn’t be able to see

Learn more:• Manage Projects and Project Permissions (Online Help)

#3: The one about Sites…

#3: Sites…

The moral of the story…• Ideally, use project level permissions instead of workbook level

Why?• Projects and sites fill different roles in governance

• Sites never allow data to cross pollinate

Learn more:• What is a site? (Online Help)

#4: The one about Identity…

#4: Identity...

The moral of the story…• If your company has an Active Directory group management tool, manage your users in those groups and

have Tableau Server sync the groups

Why?• Take advantage of existing user structures and groups that already exist

Learn more:• Authentication (Online Help)

• http://ugamarkj.blogspot.com/2017/09/automated-tableau-group-management-with.html (Mark Jackson, Zen Master)

#5: The one about Restfulness…

#5: Restfulness...

The moral of the story…• Use the REST API for metadata management of Tableau Data Server sources

Why?• Work smarter, not harder

Learn more:• Rest API (Online Help)

• Automated data lineage documentation using #Python (Mark Jackson, Zen Master)

Bonus: 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 TBA

Using Tableau Server Client and the REST API to automate your workflow

• Time TBA | Location TBA

Your princess is in another castle...

#6: The one about Maintenance…

#6: Maintenance...

The moral of the story…• Run backups daily and store them elsewhere. If you are also an AWS customer, you can write a

PowerShell script to backup the Tableau Server and save the backup to S3

• Automate it, set it and forget it!

Why?• You never want to get caught without a backup

Learn 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 migrations

The moral of the story…• Starting in version 2018.2 all windows versions use TSM instead of Tabadmin

Why?• All Linux server installs use TSM already

• When migrating from tabadmin to TSM make sure you have a good backup

• Better to be safe than sorry!

Learn more:• Tabadmin to TSM upgrade (Online Help)

#7: The one about Shelf-life…

#7: Shelf-life...

The moral of the story…• Give content a shelf life

• Create a custom admin view against the PostgreSQL Repository DB to answer the question: What content hasn’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 Web Editing)

Learn more:• Create Custom Administrative Views (Online Help)

• Custom Tableau Server Admin Views (Tableau Zen, Mark Jackson’s blog)

#8: The one about Treasured Knowledge…

#8: Treasured Knowledge...

The moral of the story…• Use Tableau to monitor Tableau

• Get extremely familiar with the Tableau Server PostgresSQL Repository Database

Why?• Knowledge is power!

• Let the data tell you where your problem is and then solve the right problems

Learn more:• Collect Data with the Tableau Server Repository (Online Help)

• Workgroup Database Data Dictionary (Online Help)

#9: The one about VizAlerts…

#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 a

workflow

Why?• You’ll save loads of time

• Easy to subscribe others by individual or group

Learn more:• https://community.tableau.com/thread/191632

• VizAlerts Github

#10: The one about Log analysis…

#10: Log analysis…

The moral of the story…• You don’t know what’s in the logs, just look for what you want

• Use Fiddler2 to capture HTTP traffic to see what to search for in the logs

Why?• Knowing everything is impossible, so just learn the ways to analyze logs

• There are many tools created by Tableau for this as well to make your life easier

Learn more:• TabJolt or TabMon or JConsole or LogShark or anyother - Which is best? Why? Community Forum

• Logshark v2 Community Forum

Bonus: The one about the weird trick…

Bonus: One weird trick...

The moral of the story…• Make your DBA your new best friend

Why?• DBAs can be your best friends or your biggest foes

• Tableau sends SQL to Databases in many different where clause ranges and complexity, different select statements (i.e. case when, casting, etc). It's the nature of self-service analytics. If the DBA does not tune the DB to handle this, you end up with full table scans, and long query times. This means, longer bootstrap times (view loading), longer interaction times (VizQL Sessions), and long subscription rendering times (background tasks). All of these eat up your Tableau server resources

• If you have a good relationship with the DBA(s), you will have a much easier time administering your server environments

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

What did we cover?

1. Gateway SSL

2. Use project level permissions

3. Groups & Sites

4. External Identity store

5. Rest API

6. Maintenance & off-site backups

7. Give content a shelf-life

8. Get to know the PostgreSQL Repository

9. VizAlerts Subscriptions Instead

10. Self-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

Questions?

Thank you!

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Sample Code

var pd = require('pretty-data').pd;

var xml_pp = pd.xml(data);

var xml_min = pd.xmlmin(data [,true]);

var json_pp = pd.json(data);

var json_min = pd.jsonmin(data);

var css_pp = pd.css(data);

var css_min = pd.cssmin(data [, true]);

var sql_pp = pd.sql(data);

var sql_min = pd.sqlmin(data);

Sample Code

var pd = require('pretty-data').pd;

var xml_pp = pd.xml(data);

var xml_min = pd.xmlmin(data [,true]);

var json_pp = pd.json(data);

var json_min = pd.jsonmin(data);

var css_pp = pd.css(data);

var css_min = pd.cssmin(data [, true]);

var sql_pp = pd.sql(data);

var sql_min = pd.sqlmin(data);

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Slide Titles and Headers• Slide Title and Header text should be set in Arial (bold) have each word capitalized

• Main topics and Headers should be set at 32pt when possible, use colored text for visual differentiation/focus.

Body Copy• Body copy should be set to Arial 24pt when possible.

• Try to limit each slide to a maximum of 3 font sizes.

Type Tips• Create visual differentiation/focus by using scale and color versus using bullets.

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To view the grid and guidelines, check the Guides box in the Show section under the view tab.

To further aid in alignment of objects,click the expand iconin the bottom-rightcorner of the Showsection and check‘Display smart guideswhen shapes are aligned.’

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Tables

To modify table, first click anywhere in table,

so the Table Tools menu is highlighted at top

Layout > Shrink or expand column widths by adjusting

the Cell Size, or set them to same size with Distribute

To modify the table layout, click Table Tools > Layout

To modify the table style, click Table Tools > Design

Layout > Use Alignment settings to adjust text

alignment and cell margins

Layout > To add rows, click into cell and choose,

Insert Above or Insert Below

Layout > To add columns, click into cell and choose

Insert Left or Insert Right

Tip: To quickly add a row, place cursor in this last cell

and hit Tab key

Sample Table (Option A)

Header 3 Header 4

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Sample Table (Option B)

Header 1 Header 2 Header 3 Header 5

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

Content Content Content Content Content

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