Preparation20% of the exam

Operating systems, email, ports and hosting choices

Prepare the software side of a Tableau Server 2022.3 host: supported Windows Server versions, browser clients, SMTP and event notifications, antivirus, port conflicts and firewall ports, and why the server belongs on a dedicated machine or cloud VM that still follows Tableau Server's own requirements.

Official exam objective
1.5 Software Requirements: 1.5.1 List the supporting Operating Systems; 1.5.2 Understand: 1.5.2.1 Browser requirements, 1.5.2.2 Options for email alerts, 1.5.2.3 Anti-virus concerns; 1.5.3 Identify the SMTP Server; 1.5.4 Be familiar with potential port issues; 1.5.5 Explain the purpose and benefits of a dedicated server; 1.5.6 Identify the considerations for running in the cloud.

~8 min read · 14 practice questions

What the exam expects

  • List the Windows Server versions that support Tableau Server 2022.3, and keep server host and client platforms apart.
  • Name the browser clients Tableau Server supports.
  • Configure the SMTP server, then choose among the email notification options and their defaults.
  • Recognize antivirus interference with installation and operation.
  • Prevent and diagnose port conflicts: TSM 8850, gateway 80, IIS, firewall ports and the repository port.
  • Explain why Tableau Server needs a dedicated machine, and what changes, or does not, on a cloud VM.

Key terms:

  • SMTP server: the organization's mail server that Tableau Server connects to in order to send email.
  • Server event notification: TSM-configured email for extract failures, process health, license reporting and drive space.
  • Dynamic port mapping: TSM's default assignment of process ports from a range.
  • Dedicated server: a machine or VM that runs Tableau Server without other resource-intensive applications.

Key facts

Windows Server 2022
Detail
Supported only from Tableau Server 2023.3.1
Cluster operating systems
Detail
Same type and major version on every node; no Linux and Windows mix
SMTP before email
Detail
SMTP must be configured before subscriptions or notifications
SMTP default port
Detail
25
SMTP encryption
Detail
STARTTLS only, configured with the TSM CLI
Single-server health alerts
Detail
Sent only while Server is up; no down alerts
Default ports
Detail
TSM 8850, Gateway 80; 443 cannot be changed
Repository port
Detail
pgsql.port, default 8060; not in tsm topology list-ports
VM cloning
Detail
Deactivate licenses first, activate on the clone
Cloud vCPUs
Detail
AWS and GCP vCPU is a hyper-thread; double the core count
Sources for this section (4)
  • When does Tableau Server send the email that confirms SMTP and notifications are working?
  • Why do AWS and Google Cloud instances need twice as many vCPUs as the Tableau core requirement?
  • Which SMTP port does Tableau Server use if you do not set one?
  • What does the canonical_url SMTP setting supply?

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

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