implementing tableau server in an enterprise environment
DESCRIPTION
Implementing Tableau Server in an Enterprise Environment. Andrew Beers and Jeff Solomon Tableau Software. From workgroup…. In the beginning: a product for workgroups: Collaboration aid for teams working with data Easy publish + share workflow Ease of deployment - PowerPoint PPT PresentationTRANSCRIPT
All rights reserved. © 2009 Tableau Software Inc.All rights reserved. © 2009 Tableau Software Inc.All rights reserved. © 2009 Tableau Software Inc.
Implementing Tableau Server in an Enterprise Environment
Andrew Beers and Jeff SolomonTableau Software
All rights reserved. © 2009 Tableau Software Inc.All rights reserved. © 2009 Tableau Software Inc.
From workgroup…
In the beginning: a product for workgroups:• Collaboration aid for teams working with data• Easy publish + share workflow• Ease of deployment• Something a business user can maintain
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…to enterprise
Enterprise-class features added:• Integration and automation• Scalability• Managing data• Scheduling• Analysis / monitoring
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Related talks
“Understanding and Improving Server Performance” (Thu 9:45am)
“Making Any Data Fast: Tips, Tricks & Extracts” (Wed 3:15pm)
“Extracts: Fast Data to Go” (Thu 11:00am)
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Tableau Server Primer
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Tableau Server Primer
Publish a Tableau Workbook…
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Tableau Server Primer
…to a Tableau Server instance for Sharing.
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Tableau Server Primer
Web-based interaction with Tableau views.
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Tableau Server Primer
Collaborate through discussions, tags, and customizations.
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Tableau Server Primer
Control access and interactive capabilities
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Integration and Automation
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Authentication
•Local authentication• Easiest – manage users, passwords, groups in Server• No integration• We can automate management of this somewhat
•Active Directory• Simple configuration• Browser auto-login
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Multiple domain support
Large organizations may have multiple AD domains:
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Multi-domain support
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Multi-domain support
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Multi-domain support
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Embedding into other applications
Easy to place a Tableau view into other web applications• SharePoint web part
• Easy HTML code to embed elsewhere:
<iframe src=“http://server/views/Analysis/MyDashboard?:embed=y”
width=“400” height=“600”>
</iframe>
Embedding flexibility:• AD or non-AD-based authentication
• Dynamic filtering of embedded view
• Linking to other web applications
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Automation
New command-line tool: tabcmd.exe
Allows scripting of common administrative tasks:- User/group management
- Publishing workbooks
- Retrieving information from the server
Applications:- Bulk loading users or modifying groups
- Moving workbooks between servers
- Nightly image delivery
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Demo
•Creating new users•Adding users to a group•Publishing a workbook•Getting a view as an image
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Demo: tabcmd
Deliver the downloaded image by email:
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Takeaways
•Active Directory integration- Easy configuration, best experience across enterprise
- Easy multiple domain for large organizations with two-way trusts
- Auto-login, embedding a snap
-Automation with tabcmd- User maintenance
- Reporting?
-Embedding and linking- Simple iframe-based embedded for your web applications
- Control the view via filtering, link to other apps
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Security
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Permissions
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Demo
•Defaults for permissions
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SSL
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Takeaways
•Use permissions to craft who can do / see what- Secure sensitive underlying data from prying eyes
- Prevent workbook downloads for those who don’t need it
•Use projects to segment workbooks & set defaults- One set of permissions / project is easiest to manage
- SSL supported if you are really concerned with privacy
- Even without SSL, passwords always encrypted
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Scalability
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Server 4.x: Single-machine Architecture
Tableau Server 4.x was composed of a set of services on a single machine…
Tableau Server
Data Sources
SearchWeb App
Web App
Web App Repository
HTTP Server
Tableau Professiona
l
Web App
Web App
VizQL Server
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Server 5.0: Distributed architecture
Tableau Server Web Browser
From this in version 4
Tableau Server Web Browser
To this in version 5
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Easy configuration
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Easy configuration
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Easy configuration
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Takeaways
Server 5.0 can scale to multiple machines- Easy to add and remove machines to the cluster- Out-of-the box
For more information:
“Understanding and Improving Server Performance” (Thu 9:45am)
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Managing data
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Sharing data models
•Tableau Server can act as a data source repository for desktop users
Admin: publish data sources
Users: download data sources and build then publish workbooks with them
Any changes to the data source is reflected automatically in dependent workbooks if the user so chooses
•Demo
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Managing credentials
•Remember passwords for each user, self-service•Author publishes passwords – keeps DB passwords secret from users put provides access via Tableau views
•Credentials are stored and transmitted encrypted•See Settings section on Server Maintenance page
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Managing connections
•Updating published credentials in bulk (plus other properties of data sources)
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Extracts review
•Why publish with extracts?
Can be faster
Can take load off database servers•However…
Data is no longer live
Can be expensive to update
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Extract storage engines
•By default, extract storage is off (4.x behavior)•Less memory & faster than Tableau 4.x extracts•Built-in vs. external
Built-in is completely black box for users
External can be dedicated hardware
1. PostgresSQL
2. MySQL
3. Microsoft SQL Server•Refreshable
Published extractfiles are expanded
into a shareddatabase
Tableau Server Web Browser
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Configuring extract storage engines
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Scheduled updates to extracts
•Admin-defined schedules
Centralized scheduling
Admin knows when it is best to load DB servers•Old data available during extracts – when done, immediately available
•Downloaded workbooks have refreshed data•Demo
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Analysis and Monitoring
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Built-in monitoring
•Analysis views from the Maintenance page•Demo
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DIY monitoring
•You can build your own analysis views•Nominally at:
DB type: PostgresSQL
Host: localhost:8060
Database: workgroup
Username: tableau
Password:set with “tabadmin dbpass <password>”•Only permission to access relations starting with “_”•Demo
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Summary takeaways
• Integration, automation, security• Active Directory for cross-enterprise authentication
• tabcmd tool for user management automation
• Embed views into other web applications
• Permissions on projects for defaults
• Use SSL for heightened security
•Scalable to multiple servers•Managing data
• Publish data sources to establish common data models
• External extract storage for performance
• Schedule refreshes of extracted data
•Build you own monitoring views
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Thanks!