Design a Tableau Infrastructure22% of the exam

Tableau Cloud Bridge, authentication, SCIM and Cloud Manager

Plan Tableau Cloud around four separate layers: Bridge pools and refresh schedules for private data, site sign-in and connected clients, SCIM provisioning pushed by the identity provider, and multi-site governance in Tableau Cloud Manager, then troubleshoot by isolating the layer that failed.

Official exam objective
1.2 Plan and implement Tableau Cloud: 1.2.1 Plan and implement Tableau Bridge; 1.2.2 Plan and implement authentication; 1.2.3 Plan and implement automated user provisioning, including System for Cross-Domain Identity Management (SCIM); 1.2.4 Troubleshoot advanced configuration issues; 1.2.5 Plan and implement multi-sites using Tableau Cloud Manager.

~7 min read · 13 practice questions

What the exam expects

  • Plan Tableau Bridge pools and refresh schedules for private-network data, including version and pool prerequisites and who owns which task.
  • Plan site authentication: per-user authentication type, MFA, connected clients, and the difference between signing in and reaching a data source.
  • Plan automated provisioning with SCIM and its dependencies on single sign-on, the identity provider and the creating site administrator.
  • Troubleshoot advanced configuration issues by isolating the layer (sign-in, provisioning, data access, connectivity) that failed.
  • Plan multiple sites with Tableau Cloud Manager, separating cloud administrator and site administrator rights.

Key terms:

  • Tableau Bridge: a client that refreshes or queries private-network data on behalf of Tableau Cloud.
  • Pool: a set of Bridge clients that load-balances refresh work for the private network domains mapped to it.
  • Connected client: a Tableau application that reaches a site through a stored refresh token.
  • SCIM: the protocol an identity provider (IdP) uses to push user and group provisioning into Tableau Cloud.
  • Tableau Cloud Manager (TCM): the cloud administrator's console for the sites and users of a tenant.

Key facts

Schedule owner
Detail
Data source owner, on the Extract Refreshes tab
Pools per scheduled published extract
Detail
One; multiple pools not supported
Embedded file-based refresh
Detail
Bridge 2024.2.1 or later client in a named pool
Unattended Bridge
Detail
Requires the site's connected clients option
Unused refresh token
Detail
Expires after 14 days
Authentication per user
Detail
One type each: Tableau or a configured external provider
Cloud account and data
Detail
No automatic access to external data sources
SCIM call frequency
Detail
Controlled by the IdP
Tableau-generated SCIM secret
Detail
Invalid when its creator's site role changes or the creator leaves
Missing siteRoles
Detail
User created as Viewer
Site rename
Detail
Updates the URI and invalidates references
Site deletion
Detail
Reactivation possible for 30 days
Sources for this section (5)
  • How long can a connected client's refresh token go unused before a new sign-in is needed?
  • Why does Tableau recommend a dedicated site administrator account on Tableau with MFA for a SAML site?
  • Which Bridge version must at least one pooled client run before file-based published data sources can use Bridge refresh schedules?
  • Why can a Bridge legacy schedule fail even though the client is connected?

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

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