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Tableau Server Administration: Exam Q&A for Certified Associates, Exams of Public Health

Chamberlain College of NursingPublic Health

A comprehensive q&a covering essential aspects of tableau server administration. It includes topics such as identifying the server version, hardware recommendations for single and multi-node installations, default process instances, supported operating systems, and antivirus concerns. It also covers user-based and core-based licensing, smtp server identification, important firewall ports, application server functions, and various server processes like vizportal, backgrounder, and cache server. The document further explains data source differences, installation steps, identity store options, and security protocols like saml, kerberos, and openid. Finally, it touches on silent installations and data cache configuration, offering a detailed overview for tableau server administrators. (447 characters)

Typology: Exams

2024/2025

Available from 06/21/2025

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Tableau Server Certified Associate
Exam Q/A
Identify Tableau Server version using TSM CLI ✔ Ans - tsm version
Minimum Hardware Recommendations for Single Node Installation (Processor,
CPU, RAM, Free disk space) ✔ Ans - 64-bit, 8 physical cores (16 vCPU) 2 GHz or
higher, 64 GB RAM, 500GB-1TB free disk space
Multi-node Hardware requirements ✔ Ans - Same as Single Node (64-bit, 8
physical cores (16 vCPU) 2 GHz or higher, 64 GB RAM, 500GB-1TB free disk space)
for each node, except in the following scenarios where a node can be configured
with 4 physical cores
- Dedicated node for Backgrounder
- Dedicated node for Tableau Prep Conductor
- Move all the licensed process from the initial node to additional nodes
Default number of instances for each TS Process ✔ Ans - VizQL Server - 2
instances (# physical cores / 4; 4 maximum)
Backgrounder, Cache Server, Data Server - 2 instances
All other processes - 1 instance, regardless of hardware
Supported OS ✔ Ans - Microsoft Windows Server 2019, 2016, 2012 R2, 2008 R2
Amazon Linux 2
Red Hat Enterprise Linux (RHEL) 7.3+
CentOS 7.3+
Oracle Linux 7.3+
Ubuntu 16.04 LTS & 18.04 LTS on x64 chipsets
Anti-virus Concerns ✔ Ans - Antivirus software that scans directories used by
TS can interfere with installation and ongoing use of TS. In some cases, this can
result in installation failures, problems starting TS, or impacts on performance
User-Based Licensing ✔ Ans - Tableau offers multiple types of user-based term
licenses that grant a range of capabilities at various price points, providing
flexibility for organizations to pay for the data analysis and visualization
capabilities that each type of user in their organization needs.
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Tableau Server Certified Associate

Exam Q/A

Identify Tableau Server version using TSM CLI ✔Ans - tsm version Minimum Hardware Recommendations for Single Node Installation (Processor, CPU, RAM, Free disk space) ✔Ans - 64-bit, 8 physical cores (16 vCPU) 2 GHz or higher, 64 GB RAM, 500GB-1TB free disk space Multi-node Hardware requirements ✔Ans - Same as Single Node (64-bit, 8 physical cores (16 vCPU) 2 GHz or higher, 64 GB RAM, 500GB-1TB free disk space) for each node, except in the following scenarios where a node can be configured with 4 physical cores

  • Dedicated node for Backgrounder
  • Dedicated node for Tableau Prep Conductor
  • Move all the licensed process from the initial node to additional nodes Default number of instances for each TS Process ✔Ans - VizQL Server - 2 instances (# physical cores / 4; 4 maximum) Backgrounder, Cache Server, Data Server - 2 instances All other processes - 1 instance, regardless of hardware Supported OS ✔Ans - Microsoft Windows Server 2019, 2016, 2012 R2, 2008 R Amazon Linux 2 Red Hat Enterprise Linux (RHEL) 7.3+ CentOS 7.3+ Oracle Linux 7.3+ Ubuntu 16.04 LTS & 18.04 LTS on x64 chipsets Anti-virus Concerns ✔Ans - Antivirus software that scans directories used by TS can interfere with installation and ongoing use of TS. In some cases, this can result in installation failures, problems starting TS, or impacts on performance User-Based Licensing ✔Ans - Tableau offers multiple types of user-based term licenses that grant a range of capabilities at various price points, providing flexibility for organizations to pay for the data analysis and visualization capabilities that each type of user in their organization needs.

User types = Viewer, Explorer, Creator Viewer License abilities ✔Ans - - View and interact with Tableau Server and Tableau Online

  • Access Tableau Mobile
  • Add comments to workbooks
  • Download .png and .pdf versions of workbooks
  • Download workbook summary data
  • Create subscriptions for themselves
  • Receive data-driven alerts Explorer License abilities ✔Ans - - All Viewer capabilities
  • Full set of collaborator features
  • Workbook authoring using web browser Creator License abilities ✔Ans - - All Viewer & Explorer capabilities
  • Access to Tableau Desktop and Tableau Prep
  • Create and publish new workbooks from a new data source
  • Edit embedded data sources in the Data pane
  • Create and publish new data connections
  • Create new workbooks using Dashboard Starters (Tableau Online only) Core-Based Licensing ✔Ans - A Core-Based licence metric imposes no constraints on the number of user accounts in TS. Instead, the license specifies the maximum number of computer cores on which you can run TS. You can install TS on a single computer or across multiple computers as a multi-node cluster, as long as the total number of cores in all the computers does not exceed the total number that the license allows. Identify SMTP Server ✔Ans - SMTP Configuration is done on the TSM interface or through CLI Important Ports to open up to a firewall ✔Ans - 80 - Gateway 443 - SSL 8850 - TSM 8060 - PostgreSQL 8061 - PostgreSQL backup 8000-9000 - Range of ports reserved by default for dynamic mapping of Tableau processes

Search and Browse ✔Ans - Handles fast search, filter, retrieval, and display of content metadata on the server Tableau Prep Conductor ✔Ans - Runs a flow, checks connection credentials, and sends alerts if a flow fails VizQL Server ✔Ans - Loads and renders views, computes and executes queries TSM Administration Agent ✔Ans - Monitors the Coordination Service for changes to configuration or topology and delivers new configurations for each service or deploys new services and removes old ones TSM Administration Controller ✔Ans - Handles requests to TSM and orchestrates configuration and topology changes and workflow across service processes. The Controller also serves as the REST API endpoint TSM Client File Service ✔Ans - Manages most shared files in a multinode cluster. For example, authentication related certificates, keys, and files (OpenID, mutual SSL, SAML, and Kerberos) and customization files are managed by CFS TSM Coordination Service ✔Ans - Serves as a single source of truth TSM Service Manager ✔Ans - Manages services TSM License Manager ✔Ans - Handles licensing Load Balancer ✔Ans - Distributes requests across gateways. All gateway processes are active, if one gateway becomes unavailable, the load balancer stop sending requests to it Where to Install Database Drivers? ✔Ans - You must install database drivers for your data sources on the initial node in a TS Cluster. If you install TS on multiple nodes, you must also install drivers on any node that runs the Application Server, Backgrounder, Data Server, or VizQL Server processes Difference between File, Relational, and Cube data sources ✔Ans - Files are located on a local file storage, while relational data sources are located on a

centralized server. Cube data sources are data sources that have been pre- aggregated and hierarchies ahve been established by the cube's creator. This leads to some missing functionality when connecting to a cube data source in Tableau Desktop Live vs Extract Data Sources ✔Ans - Live connections are convenient for real- time updates, though they rely heavily on the database for queries. Extracts are a snapshot of the database that are optimized for aggregation and loaded into the system memory to be quickly recalled for visualization. TS Installation Steps ✔Ans - 1. Install TSM

  1. Activate and Register TS
  2. Configure Initial Node Settings
  3. Add an Administrator Account Identity Store Options ✔Ans - - Local identity store
  • External identity store (AD, LDAP)
  • SSO can be added (SAML, Kerberos, OpenID, Mutual SSL, Trusted Auth) Trusted Tickets ✔Ans - Allows you to set up a trusted relationship between TS and one or more web servers. When TS receives requests from a trusted web server, it assumes the web server has already handled the necessary authentication. TS receives the request with a redeemable ticket or token and presents the user with a personalized view which takes into consideration the user's roles and permissions. SAML ✔Ans - An external identity provider (IdP) authenticates the user's credentials using SAML 2.0 and then sends a security assertion to TS that provides information about the user's identity. Kerberos ✔Ans - Kerberos is a three-way authentication protocol that relies on the use of a trusted third party netrowk service called the Key Distribution Center (KDC) to verify th eidentity of computers and provide for secure connections between computers through the exchange of tickets. These tickets provide mutual authentication between computers or services, verifying that one has permission to access the other. With TS in an AD environment, the AD domain controller also serves as the Kerberos KDC and issues Ticket Granting Tickets to the other nodes in the

Backup & Restore Tableau Server ✔Ans - Backup - tsm backup AND tsm maintenance backup Restore - tsm maintenance restore REST API ✔Ans - The REST API allows you to manage and change TS resources programmatically Working with Log Files ✔Ans - Tableau Server creates log files as a normal part of its activities. You may need to use the server log files when you are troubleshooting issues with Tableau Server or if Tableau Support requests logs from you to help you resolve an issue. You create a zipped log file archive using the "tsm maintenance ziplogs" command Monitor Desktop License Usage ✔Ans - - Enable reporting on TS (Configurations tab > Notifications > Events >Server health monitoring > Send emails for Tableau Server license reporting)

  • Configure Desktop for reporting (before or after install) Revision History ✔Ans - On Tableau Server webpage Settings, a Server Admin can set the limit of number of revisions Tableau will hold (default=25) View Tableau Server Status ✔Ans - tsm status -v TSM interface Tableau Server Status page Enable access to the PostgreSQL Repository data ✔Ans - tsm data-access repository-access enable --repository-username readonly --repository-password Difference between tableau and readonly users for PostgreSQL repository data ✔Ans - tableau user only has access to views readonly user has access to views and tables Create Performance Recording ✔Ans - "recording_performance=yes" at the end of the URL