Tableau Maintenance

As the use of analytics grows across your organization, Tableau will become mission-critical for data-driven business decisions. Regular maintenance activities will keep your Tableau deployment running in top condition. You will operationalize change management processes to support the increased use of analytics, including performance tuning, load testing, capacity planning, and upgrades.

Monitoring data will be the driver behind many maintenance decisions. Administrators will check the status of the server, analyze and monitor server activity, manage scheduled tasks, and perform other maintenance activities. This document outlines the maintenance activities outlined in the table below:

Task

Description

With

Frequency

Active Directory Synchronization

Synchronizes Active Directory groups

Tableau Server Settings

Daily

Backup Production Environment

Creates a copy of content and settings in location outside of Tableau Server cluster, retained for last seven days

TSM CLI

Daily

Restore Production to Test Environment

Puts test environment in current state of production environment

TSM CLI

Prior to load testing, testing an upgrade, or participation in beta program

Database Maintenance/

Log File Cleanup

Remove and archive Tableau Server log files, temporary files, and rows from the table http_requests in the Tableau Server PostgreSQL database

TSM CLI

Monthly

 

Load Testing/
Capacity Planning

Understand your Tableau Server’s capacity with respect to your environment, data, workload, and usage profile

TabJolt (Windows only)

Quarterly

Resource Management

Archive stale content that has not been accessed in 180 days

Custom Admin View

Two to four times per year prior to upgrade

Upgrades

Process to evaluate new releases and plan/execute the upgrade

TSM CLI

Agreed-upon cadence among sponsors and project team

 

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