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Implementing Tableau Server in an Enterprise Environment

Implementing Tableau Server in an Enterprise Environment. Andrew Beers and Jeff Solomon Tableau Software. From workgroup…. In the beginning: a product for workgroups: Collaboration aid for teams working with data Easy publish + share workflow Ease of deployment

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Implementing Tableau Server in an Enterprise Environment

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  1. Implementing Tableau Server in an Enterprise Environment Andrew Beers and Jeff Solomon Tableau Software

  2. From workgroup… In the beginning: a product for workgroups: • Collaboration aid for teams working with data • Easy publish + share workflow • Ease of deployment • Something a business user can maintain

  3. …to enterprise Enterprise-class features added: • Integration and automation • Scalability • Managing data • Scheduling • Analysis / monitoring

  4. Related talks “Understanding and Improving Server Performance” (Thu 9:45am) “Making Any Data Fast: Tips, Tricks & Extracts” (Wed 3:15pm) “Extracts: Fast Data to Go” (Thu 11:00am)

  5. Tableau Server Primer

  6. Tableau Server Primer Publish a Tableau Workbook…

  7. Tableau Server Primer …to a Tableau Server instance for Sharing.

  8. Tableau Server Primer Web-based interaction with Tableau views.

  9. Tableau Server Primer Collaborate through discussions, tags, and customizations.

  10. Tableau Server Primer Control access and interactive capabilities

  11. Integration and Automation

  12. Authentication • Local authentication • Easiest – manage users, passwords, groups in Server • No integration • We can automate management of this somewhat • Active Directory • Simple configuration • Browser auto-login

  13. Multiple domain support Large organizations may have multiple AD domains:

  14. Multi-domain support

  15. Multi-domain support

  16. Multi-domain support

  17. Embedding into other applications Easy to place a Tableau view into other web applications • SharePoint web part • Easy HTML code to embed elsewhere: <iframesrc=“http://server/views/Analysis/MyDashboard?:embed=y” width=“400” height=“600”> </iframe> Embedding flexibility: • AD or non-AD-based authentication • Dynamic filtering of embedded view • Linking to other web applications

  18. Automation New command-line tool: tabcmd.exe Allows scripting of common administrative tasks: • User/group management • Publishing workbooks • Retrieving information from the server Applications: • Bulk loading users or modifying groups • Moving workbooks between servers • Nightly image delivery

  19. Demo • Creating new users • Adding users to a group • Publishing a workbook • Getting a view as an image

  20. Demo: tabcmd Deliver the downloaded image by email:

  21. Takeaways • Active Directory integration • Easy configuration, best experience across enterprise • Easy multiple domain for large organizations with two-way trusts • Auto-login, embedding a snap • Automation with tabcmd • User maintenance • Reporting? • Embedding and linking • Simple iframe-based embedded for your web applications • Control the view via filtering, link to other apps

  22. Security

  23. Permissions

  24. Demo • Defaults for permissions

  25. SSL

  26. Takeaways • Use permissions to craft who can do / see what • Secure sensitive underlying data from prying eyes • Prevent workbook downloads for those who don’t need it • Use projects to segment workbooks & set defaults • One set of permissions / project is easiest to manage • SSL supported if you are really concerned with privacy • Even without SSL, passwords always encrypted

  27. Scalability

  28. Server 4.x: Single-machine Architecture Tableau Server 4.x was composed of a set of services on a single machine… Tableau Server Data Sources HTTP Server Web App Web App Web App Web App Web App VizQL Server Search Tableau Professional Repository

  29. Server 5.0: Distributed architecture Web Browser Tableau Server To this in version 5 From this in version 4 Web Browser Tableau Server

  30. Easy configuration

  31. Easy configuration

  32. Easy configuration

  33. Takeaways Server 5.0 can scale to multiple machines • Easy to add and remove machines to the cluster • Out-of-the box For more information: • “Understanding and Improving Server Performance” (Thu 9:45am)

  34. Managing data

  35. Sharing data models • Tableau Server can act as a data source repository for desktop users • Admin: publish data sources • Users: download data sources and build then publish workbooks with them • Any changes to the data source is reflected automatically in dependent workbooks if the user so chooses • Demo

  36. Managing credentials • Remember passwords for each user, self-service • Author publishes passwords – keeps DB passwords secret from users put provides access via Tableau views • Credentials are stored and transmitted encrypted • See Settings section on Server Maintenance page

  37. Managing connections • Updating published credentials in bulk (plus other properties of data sources)

  38. Extracts review • Why publish with extracts? • Can be faster • Can take load off database servers • However… • Data is no longer live • Can be expensive to update

  39. Extract storage engines • By default, extract storage is off (4.x behavior) • Less memory & faster than Tableau 4.x extracts • Built-in vs. external • Built-in is completely black box for users • External can be dedicated hardware • PostgresSQL • MySQL • Microsoft SQL Server • Refreshable Web Browser Tableau Server Published extractfiles are expanded into a shareddatabase

  40. Configuring extract storage engines

  41. Scheduled updates to extracts • Admin-defined schedules • Centralized scheduling • Admin knows when it is best to load DB servers • Old data available during extracts – when done, immediately available • Downloaded workbooks have refreshed data • Demo

  42. Analysis and Monitoring

  43. Built-in monitoring • Analysis views from the Maintenance page • Demo

  44. DIY monitoring • You can build your own analysis views • Nominally at: • DB type: PostgresSQL • Host: localhost:8060 • Database: workgroup • Username: tableau • Password: set with “tabadmin dbpass <password>” • Only permission to access relations starting with “_” • Demo

  45. Summary takeaways • Integration, automation, security • Active Directory for cross-enterprise authentication • tabcmd tool for user management automation • Embed views into other web applications • Permissions on projects for defaults • Use SSL for heightened security • Scalable to multiple servers • Managing data • Publish data sources to establish common data models • External extract storage for performance • Schedule refreshes of extracted data • Build you own monitoring views

  46. Thanks!

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