We have been Tableau users on and off over the last 10 years. We are now making the decision to move from Desktop to Server environment. We are implementing with 5 departments while planning for growth.
I would love to hear about Best Practices and what to look out for when establishing our data marts.
2 件の回答
Hi @Ramona Kleespies,
A couple of tips for setting up the server:
- don't skimp on hardware, running Tableau with too little memory will kill the user experience.
- have a separate disk/partition for the Tableau data, do not keep it on same disk as the OS
- Use SSO if available
- lock permissions on project level, and manage permissions on group (not user) level as much as possible - this will make your life easier later on
- keep everything in one site if you do not have specific reason for multiple sites. Nothing (except users) can be shared between sites, so if you need the same report in multiple sites, it (along with the data) needs to be separately published to each site.
- Think closely about how you want to group the content on the server. This does not have to match the organisation groups, but should instead follow the usage patterns for the report: If users from 3 teams use the same report(s), create a project for this report, and not 3 separate projects for each team with the same report in all projects. This is really the hard part, be prepared to revisit you plans as you grow
Good luck!
