Design a Tableau Infrastructure22% of the exam
Migration paths, identity stores and Content Migration Tool
Pick the right method for each migration path (Cloud and Server in either direction, Windows and Linux, identity-store changes, consolidation) and plan Content Migration Tool runs: site scope, permission mappings, project options and pre- and post-migration scripts.
1.3 Plan a migration: 1.3.1 Plan a migration of Tableau Cloud to Tableau Server; 1.3.2 Plan a migration of Tableau Server to Tableau Cloud; 1.3.3 Plan a migration from Windows to Linux; 1.3.4 Plan a migration from Linux to Windows; 1.3.5 Plan a migration from one identity store to another; 1.3.6 Plan a consolidation of multiple Tableau servers or sites into fewer servers or sites; 1.3.7 Plan a migration from one Tableau Server environment to another; 1.3.8 Create scripts for migration; 1.3.9 Use the Tableau Content Migration Tool.
~7 min read · 16 practice questions
What the exam expects
- Plan moves between Tableau Cloud and Tableau Server in both directions, including what the platform differences break.
- Plan Windows-to-Linux and Linux-to-Windows moves by backup and restore, with the acceptance tests the restore does not cover.
- Plan an identity-store change and tell it apart from the Identity Migration.
- Plan consolidations and Server-to-Server moves with the Content Migration Tool (CMT), including permission mappings and project options.
- Write pre- and post-migration scripts for a CMT plan.
Key terms:
- Content Migration Tool (CMT): a Windows application, part of Advanced Management, that copies content between Tableau Server sites through a migration plan; between separate installations it needs user-based licensing.
- Tableau Migration SDK: a framework for custom-coded Server-to-Cloud migration applications.
- Identity store: where Tableau Server keeps users and groups, either local or external (Active Directory or LDAP).
- Permission mapping: a CMT rule that translates a source domain, user or group to its destination equivalent.
Key facts
Server to Cloud tool
- Detail
- Migration SDK; CMT not recommended
Cloud REST scope
- Detail
- Site-level administration; refactor tooling to PATs
Cloud provider backups
- Detail
- Restore the whole system, not your files
Cross-OS restore
- Detail
- Supported both ways with the same identity-store type
What a restore leaves out
- Detail
- Customizations and additional nodes
Identity-store change
- Detail
- Reinstall; site export and import with user mapping
Identity Migration
- Detail
- Fills Identity Service tables; does not change store type
CMT site scope
- Detail
- One source site per migration
Empty projects
- Detail
- Not migrated
Mapping order
- Detail
- First mapping that handles an identity wins
Missing destination user
- Detail
- Migration stops; rerun the plan
Custom script
- Detail
- Runs as a .cmd file
Sources for this section (10)
- About CMThelp.tableau.com (opens in a new tab)
- Server to Cloud considerationshelp.tableau.com (opens in a new tab)
- Backup and Restorehelp.tableau.com (opens in a new tab)
- Windows to Linuxhelp.tableau.com (opens in a new tab)
- Changing the Identity Storehelp.tableau.com (opens in a new tab)
- About the Identity Migrationhelp.tableau.com (opens in a new tab)
- Migration Plans: Siteshelp.tableau.com (opens in a new tab)
- Migration Plans: Source Projectshelp.tableau.com (opens in a new tab)
- Migration Plans: Permissions and Ownershiphelp.tableau.com (opens in a new tab)
- Migration Plans: Migration Scriptshelp.tableau.com (opens in a new tab)
- What does the account that signs in to CMT need on the source and on the destination?
- Why is the Migration SDK not an option for moving content between two Tableau Server deployments?
- When does a fresh installation with users republishing suit an identity-store change?
- Why should no users or content be created on the fresh target installation before restoring the backup?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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