Tableau Deployment

Prioritizing data and analytics couldn’t come at a better time. Your company, no matter what size, is already collecting data and most likely analyzing just a portion of it to solve business problems, gain competitive advantages, and drive enterprise transformation. With the explosive growth of enterprise data, database technologies, and the high demand for analytical skills, today’s most effective IT organizations have shifted their focus to enabling self-service by deploying and operating Tableau at scale, as well as organizing, orchestrating, and unifying disparate sources of data for business users and experts alike to author and consume content.

Tableau prioritizes choice in flexibility to fit, rather than dictate, your enterprise architecture. Tableau Server and Tableau Online leverage your existing technology investments and integrate into your IT infrastructure to provide a self-service, modern analytics platform for your users. With on-premises, cloud, and hosted options, there is a version of Tableau to match your requirements. Below is a comparison of the three types:

Type Pros Cons
Tableau Server - On Premises

Full control of hardware and software

Infrastructure and data remain behind your firewall

Need dedicated administrators to manage hardware and software

Additional infrastructure needed to access off-network (mobile, external)

Tableau Server - Public Cloud (IaaS)

Full control of software on managed hardware

Puts infrastructure in same place as data (for migration to cloud)

Flexibility to spin up/down hardware as needed

Need dedicated administrators to manage software

Additional infrastructure needed to access off-network (mobile, external)

Tableau Online (SaaS)

Fully hosted solution (hardware, software upgrades)

Fast to deploy

Easy for external audience to access

Single-site in multi-tenant environment

Cubes are not supported

No guest account access

During the discovery stage, IT completed the Tableau Blueprint Planner’sTableau Enterprise Architecture Survey for the corresponding deployment type and collected the Tableau Data and Analytics Survey from departments and teams within your organization. The Enterprise Architecture Survey helps you identify your enterprise standards and processes for technology and platforms that you will integrate with Tableau.

Depending on your organizational roles and responsibilities, Tableau Server should be installed by a systems administrator and the designated Tableau Server Administrator in coordination with the appropriate IT roles. For Tableau Online, you will integrate with your existing technology and configure the site settings. The Data & Analytics Survey, completed by business teams, identifies and prioritizes data use cases, audience size, and users. You will use the information collected in both surveys to plan your deployment strategy, including sizing, installation, and configuration of your Tableau Server or integration and configuration of Tableau Online. In addition to installing Tableau Server or configuring Tableau Online, administrators will also need to plan for the client software installation of Tableau Prep Builder, Tableau Desktop, Tableau Mobile, and Tableau Bridge for Tableau Online where applicable.

This document covers system integration and deployment best practices. It will help you plan your deployment strategy. Prior to Tableau Server installation, review Planning (Windows | Linux) and Baseline Configurations (Windows | Linux). For full documentation, visit Get Started with Tableau Server (Windows | Linux). For Tableau Online site configuration and administration, visit Administer a Site.

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