Resource Management
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Note: This topic applies to Tableau Server only.
While site administrators should be maintaining fresh and relevant content on their sites as outlined in Measurement of Tableau User Engagement and Adoption, Server Administrators have oversight of the entire server and how the server’s resources are utilized as outlined in Tableau Monitoring. The standards you define should be documented and published on the Tableau Enablement Intranet, which is explained in Tableau Communications. Remember that system performance is a shared responsibility.
Stale Content Audit
If content is published with a scheduled refresh but not viewed, it is consuming system resources and potentially making it harder for users to locate more relevant content in Tableau Server. The unused content will also add to backup and restore times in Tableau Server. Stale content should be removed two to four times per year. For more information, see Stale Content.
Size Audit
Monitor content by establishing policies around workbooks and data source size. Set data-driven alerts on the Stats for Space Usage view to identify which workbooks and data sources exceed the expected size limit, using the version of the default admin views workbook you downloaded and published with extracted data sources. For example, if you set a standard that extract sizes should be less than 1 GB, then alert for anything larger.
Load Time Audit
Monitor content by establishing policies around workbook load times. Set data-driven alerts on long view load times using the version of the default admin views workbook you downloaded and published with extracted data sources. For workbooks with long-load times, use Tableau Desktop’s or Tableau Server’s Performance Recorder to dive deeper into the events and timing.