Install & Configure26% of the exam
Cache, site, quota and subscription configuration
Configure Tableau Server after installation: the two cache controls, moving File Store between nodes, the server and site layers that turn on subscriptions, server customizations, and the site settings that cap users, license types and storage, plus project leaders, local and Active Directory groups and who may add users.
2.2 Tableau Server Configuration: 2.2.1 Understand cache settings; 2.2.2 Understand how to: 2.2.2.1 Apply process distribution, 2.2.2.2 Configure Email alerts / subscriptions, 2.2.2.3 Configure optional customizations; 2.2.3 Describe: 2.2.3.1 Site configuration options, 2.2.3.2 User quotas, 2.2.3.3 Storage quota, 2.2.3.4 How to enable and edit site subscriptions, 2.2.3.5 Project configuration options, 2.2.3.6 Group and User Configuration options; 2.2.4 Understand who can add users.
~7 min read · 16 practice questions
What the exam expects
- Pick the setting that sizes the external query cache versus the one that controls how long cached data is reused.
- Apply process distribution by moving File Store to another node in the documented order.
- Enable subscriptions at the server and the site, opt in to suspension notices, and add a home-page customization.
- Describe site options: user limits versus site role limits, storage quotas, the Default site, shared Run As account and sign-in, and who can add users.
- Configure projects, local groups with a minimum site role, and Active Directory groups.
Key terms: Cache Server (the shared external query cache); site (a walled-off set of users, groups and content on one Server instance); site role limit (a per-site cap on Creator, Explorer and Viewer licenses consumed); storage quota (a per-site GB cap on published content); minimum site role (the role a group grants its members when they sign in).
Key facts
redis.max_memory_in_mb- Detail
- External query cache size in MB; default 1024
tsm data-access caching set -r- Detail
lowdefault, minutes, oralways/0; apply restarts Server
Moving File Store
- Detail
- Backup, add, wait for running, decommission, then remove
Subscription server option
- Detail
- Off by default; SMTP first
Suspension
- Detail
- After 5 consecutive failures; opt-in notices per site
Welcome banner
- Detail
- Up to 240 characters and one paragraph break
Default site
- Detail
- Can be renamed, never deleted
Run As account
- Detail
- One per instance, shared by all sites
Site Limit count
- Detail
- Licensed users only, administrators included
Site role limit bounds
- Detail
- Not above activated licenses, not below current users
Storage quota exceeded
- Detail
- New uploads blocked until under the limit
Project leaders
- Detail
- Create nested projects; cannot delete top-level projects
Sources for this section (10)
- tsm configuration set Optionshelp.tableau.com (opens in a new tab)
- Configure Data Cachehelp.tableau.com (opens in a new tab)
- Move the File Store Processhelp.tableau.com (opens in a new tab)
- Configure Server Event Notificationhelp.tableau.com (opens in a new tab)
- Set Up a Site for Subscriptionshelp.tableau.com (opens in a new tab)
- Customize Your Serverhelp.tableau.com (opens in a new tab)
- Sites Overviewhelp.tableau.com (opens in a new tab)
- Manage Site Role Limitshelp.tableau.com (opens in a new tab)
- Site Settings Referencehelp.tableau.com (opens in a new tab)
- Use Projects to Manage Content Accesshelp.tableau.com (opens in a new tab)
- When does a subscription stop sending by default?
- What does
tsm data-access caching set -r 0do? - Why does a view URL on the Default site lack a
#/site/<id>segment? - When should a test subscription email arrive after Run Now?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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