Evaluate Current State22% of the exam
Tableau Cloud versus Server and migration paths
Decide between customer-managed Tableau Server and Tableau-hosted Tableau Cloud from compliance, connectivity, authentication and observability needs, then pick the migration route: backup and restore to a public cloud, the Manual Migration Guide, the Migration SDK, or Professional Services and partners.
Recommend whether to use Tableau Server or Tableau Cloud, including migration.
~8 min read · 10 practice questions ·
What the exam expects
- Recommend Tableau Cloud or Tableau Server from hosting, compliance, connectivity, authentication, observability and customization needs.
- Identify which Server dependencies must be redesigned before a move to Tableau Cloud.
- Replace on-premises Active Directory, Kerberos or LDAP with a cloud identity approach.
- Choose the migration route from deployment size, complexity and in-house skills, and plan pre-migration cleanup.
- Tell moving Tableau Server to a public cloud apart from moving to Tableau Cloud.
Key terms:
- Tableau Cloud: the fully hosted SaaS platform that Tableau manages and upgrades.
- IaaS (public cloud) Server: Tableau Server installed on virtual machines at a cloud provider, still customer-managed.
- Admin Insights: the Tableau Cloud project of curated observability data sources and dashboards.
- Tableau Migration SDK: a Python or .NET framework for coding a Server-to-Cloud migration.
- Manual Migration Guide: the step-by-step self-migration guide for deployments with fewer than 100 users.
Key facts
Cloud upgrades
- Detail
- Always the latest version; major upgrades with zero downtime
Tableau's daily Cloud backups
- Detail
- For whole-system disaster recovery only
Unsupported compliance on Cloud
- Detail
- FedRAMP and PCI
MFA on Cloud
- Detail
- Required for all users
Long Bridge refreshes
- Detail
- Publish embedded extracts over 10 minutes as separate data sources
Direct file upload limit
- Detail
- 1 GB (.xlsx, .csv, .tsv)
Manual Migration Guide scope
- Detail
- Fewer than 100 users; usually under two weeks
Migration SDK languages
- Detail
- Python or .NET
Content Migration Tool for Server to Cloud
- Detail
- Not recommended; use the Migration SDK
Server on a public cloud
- Detail
- No licensing implications; same license keys
Sources for this section (5)
- What is the largest Excel or text file you can upload directly to Tableau Cloud?
- Why should a workbook's embedded extract that takes over 10 minutes to refresh be published as its own data source before moving?
- Why does API automation usually need rework in a Cloud migration?
- When should a migration rely on something other than the Migration SDK even with developers on staff?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Consultant pack
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