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.Monitoring data will be the driver behind many maintenance decisions.

You will operationalize change management processes to support the increased use of analytics, including performance tuning, load testing, and capacity planning for Tableau Server. For both Tableau Server and Tableau Online, upgrades will need to be planned and executed alongside the communications, education, and support plans to move to a new version of Tableau.

Tableau Server

Tableau Server Administrators will check the status of the server, analyze and monitor server activity, manage scheduled tasks, and perform other maintenance activities. Tableau Server maintenance activities are listed 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

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

 

Tableau Online

One of the benefits of Tableau Online is that it is maintained by Tableau because it is a SaaS analytics platform. As a result, minimal maintenance activities are needed:

Task

Description

With

Frequency

Stale Content Management

Archive stale content that has not been accessed in 180 days

Admin View

Two to four times per year

Client Upgrades

Process to evaluate new releases and plan/execute the client upgrade

Client testing

On release schedule

Thanks for your feedback!