Design a Tableau Infrastructure22% of the exam

Configuration keys, identity pools and recovery design

Recommend a Tableau Server configuration: identity stores and identity pools, the TSM keys that govern sessions, schedules, spooling, failing jobs, query time and ports, security choices for traffic and extracts, hardware and network specifications, and a disaster recovery strategy covering snapshot backups, settings export gaps and backup file paths.

Official exam objective
1.5 Recommend a Tableau Server configuration: 1.5.1 Recommend an appropriate identity store and authentication configuration; 1.5.2 Recommend specific configuration keys and values to suit a given use case; 1.5.3 Recommend a configuration to address security requirements such as encryption at rest and encryption over the wire; 1.5.4 Recommend hardware and network specifications; 1.5.5 Create a disaster recovery strategy.

~7 min read · 13 practice questions

What the exam expects

  • Recommend an identity store and authentication configuration, adding identity pools when users cannot live in the initial store.
  • Recommend configuration keys and values for sessions, serial schedules, Hyper spooling, failing jobs, view-update time and reserved ports.
  • Recommend security settings for traffic over the wire (repository SSL) and extracts at rest, with their capacity cost.
  • Recommend hardware and network specifications, including the documented exceptions for dedicated nodes.
  • Create a disaster recovery strategy: snapshot backups, what settings export leaves out, and backup file locations.

Key terms:

  • Initial pool (TSM configured): the identity store and authentication chosen in TSM at setup; it cannot be modified.
  • Identity pool: an optional, server-level group of users with its own identity store and OIDC authentication.
  • Repository SSL: TLS between the PostgreSQL repository and other components, optionally for direct clients too.
  • Snapshot backup: the External File Store backup that pairs a network-share snapshot with a repository backup file.

Key facts

Identity pool authentication
Detail
OIDC only
Identity pool scope
Detail
Server-level; not site-scoped
Session lifetime
Detail
Needs apply_lifetime_limit=true; minutes
Site-level serial schedules
Detail
backgrounder.restrict_serial_collections_to_site_level=true
Total spooling cap
Detail
hyper.global_file_partition_size_limit; 0 = unlimited
View-update limit
Detail
vizqlserver.querylimit, seconds, default 1800
Repository SSL default
Detail
Off for all connections
Enforce mode
Detail
Encrypts existing extracts through Backgrounder jobs
Dedicated Backgrounder hardware
Detail
4 cores may suffice for up to two instances
Dynamic port range
Detail
8000-9000 by default
Not in settings export
Detail
Mutual SSL certificate and key; repository-access passwords
External File Store backup
Detail
Snapshot backup, not tsm maintenance backup
Changing a basefilepath
Detail
Existing files are not moved
Sources for this section (9)
  • When does Tableau Server install only one instance of every process by default?
  • Why should an absolute browser-session limit leave room for the longest extract uploads?
  • What does Tableau advise about running other resource-intensive applications on a Tableau Server host?
  • When you choose a new basefilepath.backuprestore location, which kind of location is not allowed?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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