Transcript Tableau Software

Implementing Tableau Server in an
Enterprise Environment
Andrew Beers and Jeff Solomon
Tableau Software
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:
widgetco
(WIDGET)
it.widgetco
(IT)
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sales.widgetco
(SALES)
ops.widgetco
(OPS)
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
HTTP Server
Tableau
Professional
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Web
Web
VizQL
App
App
Server
Web
Web
Web
App
App
App
Search
Repository
Server 5.0: Distributed architecture
From this in version 4
Web Browser
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Tableau Server
To this in version 5
Web Browser
Tableau Server
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 Web Browser
1. PostgresSQL
2. MySQL
3. Microsoft SQL Server
• Refreshable
Tableau Server
Published extract
files are expanded
into a shared
database
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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!
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