Salesforce Certified Tableau Architect Practice Exam

• Candidates for this exam are Tableau Technical Architects who engage with customers to lead the design of a Tableau Server deployment or a Tableau Cloud migration.
• They integrate Tableau with other products and create custom enterprise solutions. They provide strategic recommendations for the Tableau platform, including scaling, security, governance, complex customizations, and automation.
• They configure and maintain all services of Tableau Server, including services used by all Tableau products.
• The Tableau Technical Architect typically has a minimum of two years of experience with Tableau administration and Tableau products, including Cloud, Server, and Bridge, and has architected Tableau Server on at least one distributed environment. This environment may be a public cloud, private cloud, or on-premises deployment.

Exam Prerequisites & Recommended Experience

There are no formal prerequisites for the Analytics-Arch-201 exam. However, given the advanced architect-level scope of the content, the following background is strongly advised:

• Minimum 2 years of hands-on experience with Tableau Server and Tableau Cloud administration
• Practical experience architecting Tableau Server on at least one distributed environment (public cloud, private cloud, or on-premises)
• In-depth knowledge of Tableau Bridge, Tableau Cloud, and multi-site configurations
• Hands-on experience implementing and troubleshooting multiple authentication methods, including SAML, Kerberos, OpenID Connect, LDAP, and Azure AD
• Experience designing and validating disaster recovery and high availability strategies
• Proficiency with Tableau’s programmatic management interfaces, including TSM, REST APIs, tabcmd, and the Metadata API
• Familiarity with Linux and Windows server administration as it applies to Tableau Server deployments

Course Outline

The Salesforce Certified Tableau Architect Practice Exam

Domain 1: Design a Tableau Infrastructure (22%)

1.1  Gather requirements for implementing a complex Tableau deployment

• Evaluate requirements for users and their role distributions
• Identify relevant constraints and requirements, including future growth
• Identify requirements for and recommend a strategy for licensing, including Authorization-to-Run (ATR)
• Assess the need for high availability and disaster recovery
• Map the features and capabilities of Tableau Server Add-Ons to requirements

1.2  Plan and implement Tableau Cloud

• Plan and implement Tableau Bridge
• Plan and implement authentication
• Plan and implement automated user provisioning, including SCIM
• Troubleshoot advanced configuration issues
• Plan and implement multi-sites using Tableau Cloud Manager

1.3  Plan a migration

• Plan a migration of Tableau Cloud to Tableau Server
• Plan a migration of Tableau Server to Tableau Cloud
• Plan a migration from Windows to Linux
• Plan a migration from Linux to Windows
• Plan a migration from one identity store to another
• Plan a consolidation of multiple Tableau servers or sites into fewer servers or sites
• Plan a migration from one Tableau Server environment to another
• Create scripts for migration
• Use the Tableau Content Migration Tool

1.4  Design an appropriate process topology

• Specify process counts (sizing)
• Specify node count
• Specify service-to-node relationships (node roles), including service isolation and service colocation
• Specify when to use external services

1.5  Recommend a Tableau Server configuration

• Recommend an appropriate identity store and authentication configuration
• Recommend specific configuration keys and values to suit a given use case
• Recommend a configuration to address security requirements such as encryption at rest and encryption over the wire
• Recommend hardware and network specifications
• Create a disaster recovery strategy

Domain 2: Deploy Tableau Server (37%)

2.1  Implement production-ready Tableau Server deployments

• Deploy and configure Tableau Server, including external file store, external repository, external gateway, unlicensed node, coordination ensemble, backgrounder process node roles, and load balancer configuration
• Install in an air-gapped environment
• Validate a disaster recovery and high availability test strategy
• Perform a blue-green deployment
• Locate and interpret Tableau Server installation logs
• Install and configure the Resource Monitoring Tool server and agents
• Plan and implement automated deployment using the Silent Installer

2.2  Configure and troubleshoot supported authentication methods

• SAML, Kerberos, OpenID Connect, Mutual SSL, Trusted Authentication, Connected App Authentication, LDAP, and Azure Active Directory
• Identify dependencies between authentication methods and Tableau environments, including Tableau Cloud

2.3  Implement encryption

• Implement SSL encryption
• Implement database encryption
• Implement extract encryption
• Set up Service Principal Names (SPNs) for Kerberos

2.4  Install and verify Tableau Server on Linux

• Install using CLI or the Installation Wizard; identify and resolve installation, OS/networking, external system, and proxy issues; verify system groups and file system permissions

2.5  Install and verify Tableau Server on Windows

• Install using CLI or the Installation Wizard; identify and resolve installation, OS/networking, external system, and proxy issues; verify system groups, file system permissions; use the Run As service account

Domain 3: Monitor & Maintain a Tableau Deployment (41%)

3.1  Create custom administrative views

• Interpret the repository schema and event types
• Build admin dashboards for common scenarios
• Utilize Admin Insights on Tableau Cloud

3.2  Perform load testing

• Recommend a load testing strategy; configure and use TabJolt; configure test environments; create test plans; interpret load test results and determine appropriate actions

3.3  Identify and resolve performance bottlenecks

• Troubleshoot complex performance issues related to workbooks, data sources, and other content types
• Perform resource analysis, latency analysis, and workload analysis to determine root cause
• Create actions to resolve issues identified in performance recordings
• Optimize caching for Tableau Server

3.4  Maintain and tune a Tableau Server environment using observability data

• Map features of the Resource Monitoring Tool to observability requirements
• Recommend strategies for collecting and analyzing Tableau Server logs, process metrics, and OS/hardware metrics
• Interpret observability data and revise architecture based on findings
• Troubleshoot connectivity in single or multi-node environments, especially database connectivity
• Configure and implement Activity Log for Tableau Cloud or Tableau Server

3.5  Automate server maintenance functions

• Manage Tableau Server resources programmatically via TSM, REST APIs, and tabcmd
• Recommend script deployment methods including Windows Scheduler and cron
• Recommend automated deployment methods for Tableau Server, Desktop, and Prep
• Design an automated complex disaster recovery process
• Plan and implement multi-node server upgrades
• Automate maintenance tasks such as cleanup and backup
• Configure and use the Metadata API

3.6  Manage server extensions

• Schedule content automation tasks using webhooks, tabcmd, REST, or Hyper APIs
• Implement and configure dashboard extensions and web data connectors
• Configure trusted tickets and connected apps for custom embedded solutions