Welcome

How Tableau Services can take your Tableau Implementation to Next Level

# T C 1 8

Rithesh Makkena

Sales Consultant

Tableau / GSI

Kesav Rayaprolu

Solution Architect

Tableau / Professional Services

Topics we will cover

• On Demand Cache Refresh

• Rules based Content Migration

• User & Group Migration

• Content Synchronization

Overview

• Effective Server Administration.

• Help derive to your own goals be successful.

Drive your thought process

On Demand Cache Refresh

On Demand Cache Refresh

Use Cases:

• Leverage the power of Cache to further speed up the performance.

• Warmup Cache

How:

• Dashboard Level Cache

• Improve Performance

On Demand Cache Refresh

Leveraging Cache to its full capacity:

• Various Cache Settings

• Server vs Workbook level

• On Demand Cache

Cache Settings

What are these Settings?

tsm data-access caching set

On Demand Cache Refresh - Questions

• How can I refresh cache on Demand ?

• Can I do this at a workbook level?

• Will this impact whole Tableau Server Cache?

• Can I script this and tie up with ETL Job?

On Demand Cache Refresh – Workflow

Warm up the TABLEAU cache

Send Live Request

New Records Added

Cache Results

On Demand Cache Refresh – RLS

Row Level Security:

• User Security / Row Level Security?

• Email / user ?

• Cache for all users without 1000’s of Email ?

On Demand Cache Refresh – User Security

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Cache Results

User Security

Rules based Content Migration

Rules based Content Migration

Use Cases:

• Migrate content based on rules

• Avoid manual process

How:

• Automate process to migrate .

• Improve performance of migration, no down time.

Rules based Content Migration

Rules based :

• Define rules in external configuration

• Script driven migration

• Migration to DR server

• When to use it?

• Extensions API based workflow?

Rules based Content Migration - Workflow

Publishes Content to Source ServerPublisher

Project Leader

Approves the Content (by adding Comments)

Applies rules and migrates to Target

server

Target Tableau Server

Source Tableau Server

Identifies the approved content.

Configuration, stores rules

End Users

View only Approved Content

Rules based Content Migration - Questions

• Can I migrate content to more than one target environments?

• Will my refreshed extracts published to Target server?

• Can I migrate Permissions ?

• What happens if my approved content did not migrate to target server?

• Extensions API based workflow?

User & Group Migration

User & Group Migration

Use Cases:

• Manage Users , Groups and Group Membership.

• External systems

How:

• Centralize User and Group management within the Organization.

User & Group Migration

User, Group & Group Membership Migration :

• Script driven migration

• Migration to DR server

• Integration with API based Active Directory systems

User & Group Migration - Workflow

Add User to AD and assign to AD GroupAD Admin

Tableau Admin

Using UI associate AD group to Tableau group

AD

AD –Tableau Group

Mapping

Configuration

Tableau Server

Using REST API, add User to Tableau Server, also, find the tableau

Group and add user to group

End UserAccess Content based on Role

User & Group Migration - Workflow

Add group to AD and assign users to this

group AD Group

AD Admin

Tableau Admin

Using UI associate AD group to Tableau group

AD

AD –Tableau Group

Mapping

Configuration

Tableau Server

Using REST API, add Group to Tableau

Server, also, add users to group

End UserAccess Content based on Role

User & Group Migration - Workflow

Add/Remove Users from AD GroupAD Admin

Tableau Admin

Using UI associates AD group to Tableau group

AD

AD –Tableau Group

Mapping

Configuration

Tableau Server

Using REST API, add/remove Users from

the Tableau Group

End UserAccess Content based on Role

User & Group Migration - Questions

• Can I migrate content to more than one target environments?

• What happens if User is not part of any Tableau Groups?

• What happens if the user leaves company, but owns Content?

Content Synchronization

Content Synchronization

Use Cases:

• Synchronize content – No Backup and Restore !

• Multiple active production Tableau clusters.

How:

• Improve Performance and Availability

Content Synchronization

Content Synchronization :

• Synchronize Content, Extract Refreshes.

• Users, Groups, Group Membership, Permissions.

• Script driven synchronization

Content Synchronization - Workflow

Publishes Content to Primary ServerPublisher

migrates changed/new content to backup

server

Backup or DR

Tableau Server

Primary Tableau Server

Identifies the Changed/new

content.

Configurations

Content Synchronization - Questions

• Can I Synchronize content to more than one Backup environments?

• Will my refreshed extracts published to Backup server?

Takeaways

Your Ideas!!

Takeaway

Discuss with fellow attendees:

• One idea you took away and how it can apply to your business

OR

• Expand your boundaries – What is the question??

Questions

Please complete the

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