# Governance models, sites and Advanced Management features

*Tableau Consultant Study Guide · Establish Governance and Support Published Content · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/tableau-consultant/establish-governance-and-support-published-content/governance-models-sites-and-advanced-management-features*

Map governance requirements to Tableau Blueprint's centralized, delegated and self-governing models, to projects or sites as boundaries, and to the Advanced Management and Data Management features that satisfy them on Tableau Server and Tableau Cloud.

- Certification: Salesforce Tableau Consultant
- Exam section: Establish Governance and Support Published Content
- Study guide: https://www.certifyforce.com/study-guide/tableau-consultant

**Official exam objective:**

> Map an organization's governance requirements to Tableau features and capabilities.

## What the exam expects

- Recommend a centralized, delegated or self-governing model for each governance area, and mix models when data sensitivity and team skills differ.
- Recognize each Blueprint model from its description of roles, producers and processes.
- Separate trusted from in-progress content with project types instead of tags, extra sites or revision history.
- Choose between sites and projects as the boundary for departments or external clients.
- Map a stated requirement to an Advanced Management feature, a Data Management feature or a core capability, on Tableau Server or Tableau Cloud.

Key terms:
- **Tableau Blueprint:** Tableau's step-by-step guide and maturity framework for becoming a data-driven organization.
- **Governance model:** centralized, delegated or self-governing; applied per area of data or content governance.
- **Site:** a collection of users, groups and content walled off from everything else on the same server.
- **Advanced Management:** the security, manageability and scalability feature set included with Tableau Enterprise, Cloud+, Server+ or Tableau+.
- **Data Management:** the licence for Tableau Catalog, Prep Conductor, virtual connections and data policies.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Governance models | Centralized, delegated, self-governing, mixed by area | [Tableau Governance Models](https://help.tableau.com/current/blueprint/en-us/bp_governance_models.htm) |
| Governance review cadence | Twice a year | [Tableau Governance Models](https://help.tableau.com/current/blueprint/en-us/bp_governance_models.htm) |
| Centralized model required for | Highly sensitive data; audience skills gap | [Tableau Governance Models](https://help.tableau.com/current/blueprint/en-us/bp_governance_models.htm) |
| Publishing to production projects | Limited to a small group who validate, promote and certify | [Governance in Tableau](https://help.tableau.com/current/blueprint/en-us/bp_governance_in_tableau.htm) |
| Users on two sites | Sign in to one site at a time | [Governance in Tableau](https://help.tableau.com/current/blueprint/en-us/bp_governance_in_tableau.htm) |
| Advanced Management add-on | Sold at 2024.2; not sold separately since September 16, 2024 | [About Advanced Management on Tableau Server](https://help.tableau.com/current/server/en-us/itm_intro.htm) |
| Server Deployment | One production plus two non-production installations | [About Advanced Management on Tableau Server](https://help.tableau.com/current/server/en-us/itm_intro.htm) |
| Cloud Activity Log retention | Up to 365 days (updates in under 15 minutes) with Advanced Management, Enterprise or Tableau+; current help adds a 14-day default tier, with TCM REST API retention counted from December 2, 2025; S3 retention follows the bucket's lifecycle setting | [Activity Log](https://help.tableau.com/current/online/en-us/activity_log_overview.htm) |
| Data Management contents | Catalog, Prep Conductor, virtual connections, data policies | [License Data Management](https://help.tableau.com/current/server/en-us/dm_license.htm) |
| Data policies on flows | Apply to flow input, not flow output | [About Virtual Connections](https://help.tableau.com/current/online/en-us/dm_vconn_overview.htm) |

## Check yourself

- Why does Blueprint set dates to move beyond centralized governance?
- When content is needed on two Tableau Server sites, what must happen?
- What does a Tableau Server Deployment include for Advanced Management licensing?
- Where does the Activity Log write events on Tableau Server?

## Sources

- [Tableau Governance Models](https://help.tableau.com/current/blueprint/en-us/bp_governance_models.htm)
- [Governance in Tableau](https://help.tableau.com/current/blueprint/en-us/bp_governance_in_tableau.htm)
- [Tableau Data and Content Governance](https://help.tableau.com/current/blueprint/en-us/bp_data_and_content_governance.htm)
- [About Advanced Management on Tableau Server](https://help.tableau.com/current/server/en-us/itm_intro.htm)
- [About Advanced Management on Tableau Cloud](https://help.tableau.com/current/online/en-us/itm_intro.htm)
- [Customer-Managed Encryption Keys](https://help.tableau.com/current/online/en-us/to_customer_managed_encryption_keys.htm)
- [Activity Log](https://help.tableau.com/current/online/en-us/activity_log_overview.htm)
- [Extract Encryption at Rest](https://help.tableau.com/current/server/en-us/security_ear.htm)
- [License Data Management](https://help.tableau.com/current/server/en-us/dm_license.htm)
- [About Virtual Connections and Data Policies](https://help.tableau.com/current/online/en-us/dm_vconn_overview.htm)
- [Use Projects to Manage Content Access](https://help.tableau.com/current/server/en-us/projects.htm)
- [Sites Overview](https://help.tableau.com/current/server/en-us/sites_intro.htm)
- [Use Certification to Help Users Find Trusted Data](https://help.tableau.com/current/server/en-us/datasource_certified.htm)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 7 linked practice questions, and unlimited timed mock exams are included with the Tableau Consultant pack (USD $19): https://www.certifyforce.com/practice-exams