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Welcome to our ebook, “Tableau Certified Architect Study Guide”. This resource has been meticulously crafted to provide a comprehensive guide for those who are aspiring to take a significant step in their Tableau career.
Who is this book for
This book is primarily aimed at individuals looking to take the Tableau Certified Architect Study Guide. Whether you’re an absolute beginner seeking to kick-start your journey in Tableau, or you are a professional who’s familiar with the platform and looking to validate your skills, this guide provides a well-structured path to prepare for the certification.
This book will also be beneficial for IT professionals who want to understand Tableau capabilities and potential, team leaders who manage Tableau projects, and any ambitious individuals keen on delving into the Tableau ecosystem.
Exam details
The Tableau Certified Architect Study Guide is a testament to your knowledge and skills in Tableau. It proves your ability to implement, configure, and manage Tableau applications in real-world scenarios.
The exam typically comprises 40-45 multiple-choice questions to be answered in 120 minutes. A passing score is 750, meaning you must correctly answer at least 37 questions. However, bear in mind that Tableau exams are subject to change, and the exact format and passing score may vary.
Exam outline
As a reference, this exam guide includes test domains, coverage percentages and objectives only. The table below lists the main content domains and their weightings.
Domain 1: Design a Tableau Infracture
1.1 Gather requirements for implementing a complex Tableau deployment
1.1.1 Evaluate requirements for users and their role distributions
1.1.2 Identify relevant constraints and requirements, including future growth
1.1.3 Identify requirements for and recommend a strategy for licensing, including ATR (Authorization-to-Run)
1.1.4 Assess the need for high availability and disaster recovery
1.1.5 Map the features and capabilities of the Tableau Server Add-Ons to requirements
1.2 Plan and implement Tableau Cloud
1.2.1 Plan and implement Tableau Bridge
1.2.2 Plan and implement authentication
1.2.3 Plan and implement automated user provisioning, including System for Cross-Domain Identity Management (SCIM)
1.2.4 Troubleshoot advanced configuration issues
1.3 Plan a migration
1.3.1 Plan a migration of Tableau Cloud to Tableau Server
1.3.2 Plan a migration of Tableau Server to Tableau Cloud
1.3.3 Plan a migration from Windows to Linux
1.3.4 Plan a migration from one identity store to another
1.3.5 Plan a consolidation of multiple Tableau servers or sites into one
1.3.6 Plan a migration from one Tableau Server environment to another
1.3.7 Create scripts for migration
1.3.8 Use the Tableau Content Migration Tool
1.4 Design an appropriate process topology
1.4.1 Specify process counts (sizing)
1.4.2 Specify node count
1.4.3 Specify service-to-node relationships, including service isolation and service collocation
1.4.4 Specify when to use external services
1.5 Recommend a Tableau Server configuration
1.5.1 Recommend an appropriate identity store and authentication configuration
1.5.2 Recommend specific configuration keys and values to suit a given use case
1.5.3 Recommend a configuration to address security requirements such as encryption at rest and encryption over the wire
1.5.4 Recommend hardware and network specifications
1.5.5 Create a disaster recovery strategy
Domain 2: Deploy Tableau Server
2.1 Implement production-ready Tableau Server deployments
2.1.1 Deploy, configure and troubleshoot Tableau Server processes
2.1.1.1 Configure an external file store
2.1.1.2 Configure an external repository
2.1.1.3 Configure an external gateway
2.1.1.4 Configure an unlicensed node
2.1.1.5 Configure a coordination ensemble
2.1.1.6 Configure a backgrounder process with a specific node role
2.1.1.7 Configure Tableau for a load balancer
2.1.1.8 Configure the Metadata API
2.1.2 Install in an air-gapped environment
2.1.3 Validate a disaster recovery/high availability test strategy
2.1.4 Perform a blue-green deployment
2.1.5 Locate and interpret Tableau Server installation logs
2.1.6 Install and configure Resource Monitoring Tool server and agents
2.2 Configure and troubleshoot supported authentication methods
2.2.1 Configure and troubleshoot SAML
2.2.2 Configure and troubleshoot Kerberos
2.2.3 Configure and troubleshoot OpenID Connect
2.2.4 Configure and troubleshoot Mutual SSL
2.2.5 Configure and troubleshoot trusted authentication
2.2.6 Configure and troubleshoot Connected App authentication
2.2.7 Configure and troubleshoot LDAP
2.2.8 Configure and troubleshoot Azure Active Directory
2.2.9 Identify dependencies between authentication methods and Tableau environments, including Tableau Cloud
2.3 Implement encryption
2.3.1 Implement SSL encryption
2.3.2 Implement database encryption
2.3.3 Implement extract encryption
2.3.4 Set up service principal names (SPNs) for Kerberos
2.4 Install and verify Tableau Server on Linux
2.4.1 Install Tableau Server on Linux by using CLI or the Installation Wizard
2.4.2 Identify and resolve issues with installation on Linux
2.4.3 Identify and resolve issues with operating system and networking configurations
2.4.4 Identify and resolve issues with interfaces and interactions with external systems
2.4.5 Identify and resolve issues with proxy issues
2.4.6 Identify appropriate operating system logs and Tableau logs for troubleshooting
2.4.7 Verify system groups and file system permissions
2.5 Install and verify Tableau Server on Windows
2.5.1 Install Tableau Server on Windows by using CLI or the Installation Wizard
2.5.2 Identify and resolve issues with installation on Windows
2.5.3 Identify and resolve issues with operating system and networking configurations
2.5.4 Identify and resolve issues with interfaces and interactions with external systems
2.5.5 Troubleshoot proxy issues
2.5.6 Identify appropriate operating system logs and Tableau logs for troubleshooting
2.5.7 Verify system groups and file system permissions
2.5.8 Use the Run As service account
Domain 3: Monitor and Maintain a Tableau Deployment
3.1 Create custom administrative views
3.1.1 Interpret the repository schema and the event types
3.1.2 Build admin dashboards for common scenarios
3.2 Perform load testing
3.2.1 Recommend a load testing strategy
3.2.2 Configure and use a load testing tool such as TabJolt
3.2.3 Configure a test environment
3.2.4 Create appropriate test plans
3.2.5 Interpret load test results and determine the appropriate action
3.3 Identify and resolve performance bottlenecks
3.3.1 Troubleshoot complex performance issues related to workbooks, data sources, and other types of content
3.3.2 Perform resource analysis, latency analysis, and workload analysis to determine root cause of performance issues
3.3.3 Create an action to resolve issues identified in performance recordings
3.3.4 Optimize caching for Tableau Server
3.4 Maintain and tune a Tableau Server environment by using observability data
3.4.1 Map the features and capabilities of the Tableau Server Resource Monitoring Tool to observability requirements
3.4.2 Recommend a strategy for collecting and analyzing Tableau Server logs
3.4.3 Recommend a strategy for collecting and analyzing Tableau Server process metrics
3.4.4 Recommend a strategy for collecting and analyzing operating system and hardware-related metrics
3.4.5 Interpret observability data
3.4.6 Revise architecture based on observability data
3.4.7 Troubleshoot connectivity in multi-node environments, especially database connectivity
3.5 Automate server maintenance functions
3.5.1 Manage and change Tableau Server resources programmatically, including Tableau Services Manager (TSM), REST APIs, and tabcmd
3.5.2 Recommend a script deployment method, including Windows Scheduler and cron
3.5.3 Recommend automated deployment methods for Tableau Server, Tableau Desktop, and Tableau Prep
3.5.4 Design an automated complex disaster recovery process
3.5.5 Plan and implement multi-node server upgrades
3.5.6 Automate maintenance tasks, such as cleanup and backup
3.6 Manage server extensions
3.6.1 Schedule content automation tasks by using webhooks, tabcmd, REST, or Hyper APIs
3.6.2 Implement and configure dashboard extensions and web data connectors
3.6.3 Configure trusted tickets and connected apps for a custom embedded solution
This ebook covers all these areas in detail. We delve deep into each topic, breaking down complex concepts into comprehensible nuggets. We also provide practical examples and scenarios to aid your understanding and prepare you for the type of questions you might encounter in the exam.
