Analytics-Admn-201 Salesforce Certified Tableau Server Administrator Questions and Answers

Tableau Server consists of multiple processes managed by TSM. When you stop Tableau Server (e.g., via tsm stop), most application processes halt, but some TSM-specific processes remain active to manage the server’s infrastructure. Let’s examine each:

TSM Processes: These include the Administration Controller, Administration Agent, and License Manager, which handle configuration, monitoring, and licensing.

Application Processes: These include VizQL Server, Backgrounder, Data Server, etc., which deliver Tableau’s core functionality and stop when the server is stopped.

When tsm stop is executed:

The Administration Controller (port 8850) continues running to manage TSM operations (e.g., restarts, status checks).

The License Manager remains active to validate licenses and ensure compliance, even when the server is offline.

Application processes like VizQL Server and Backgrounder shut down, as they’re tied to user-facing services.

Option B (License Manager): Correct. It persists to handle licensing tasks, ensuring the server can restart without license issues.

Option D (Administration Controller): Correct. It’s the core TSM process, always running to accept commands and manage the server state.

Option A (VizQL Server): Incorrect. VizQL stops, as it renders visualizations for users—an application process tied to active server operation.

Option C (Backgrounder): Incorrect. Backgrounder stops, as it processes background tasks (e.g., extract refreshes), which halt when the server is down.

Why This Matters: Understanding which processes persist helps administrators troubleshoot and manage server lifecycle events effectively.

Comments on Tableau Server visualizations facilitate collaboration. Let’s explore what’s supported:

Comments Feature: Enabled per site (Settings > General > Allow Comments). Users with "Add Comment" permission can post on views.

Option B (Text): Correct.

Details: The primary content type—users type free-form text in the comment box.

Use: Notes, questions, or feedback (e.g., "Sales spiked here—why?").

Option C (@mentions): Correct.

Details: Typing @username notifies the mentioned user via email or the UI (if notifications are enabled).

Use: Directs comments to specific people (e.g., "@John, check this trend").

Option A (Interactive snapshots of a view): Incorrect.

Details: Snapshots (static images) aren’t supported in comments—users must take screenshots externally and can’t embed them interactively.

Option D (Images - jpg, png): Incorrect.

Details: No attachment or image embedding in comments—text and mentions only. Workaround: Link to an image hosted elsewhere.

Why This Matters: Comments enhance teamwork, but their simplicity (text + mentions) keeps the interface lightweight and focused.

When an extract refresh fails on Tableau Server, troubleshooting requires identifying the root cause—e.g., connectivity issues, resource constraints, or configuration errors. The Backgrounder process handles extract refreshes, so it’s a key focus, but the best diagnostic tool depends on granularity and context. Let’s explore this thoroughly:

Extract Refresh Process:

An extract refresh pulls data from a source (e.g., database, file) into a .hyper file stored on Tableau Server.

The Backgrounder executes these tasks based on schedules or manual triggers.

Errors could stem from: database connectivity, credentials, file access, resource overload, or task misconfiguration.

Option B (Background Tasks for Extracts administrative view): Correct. This is the most direct and detailed method:

Location: In the Tableau Server web UI, go to Server > Status > Background Tasks for Extracts (or site-specific under Site > Status).

Details Provided:

Task name, schedule, and workbook/data source.

Start/end times and status (e.g., Failed, Success).

Error messages (e.g., "Cannot connect to database," "Permission denied").

Why It’s Best: It pinpoints the exact failure (e.g., "timeout," "invalid credentials") for the specific refresh, offering actionable insights without needing to dig through logs manually. Server or site administrators can access this view to diagnose issues quickly.

Example: If the error is "Database login failed," you’d check credentials in the data source settings next.

Option A (Status of the Backgrounder process via tsm status -v): Partially useful but insufficient:

What It Shows: Running/stopped status of all processes (e.g., "Backgrounder: RUNNING").

Limitation: It confirms if Backgrounder is operational but doesn’t reveal why a specific task failed—no error details or task-level granularity.

Use Case: If Backgrounder is stopped or crashed, this might indicate a broader issue, but the question implies a single refresh error, not a server-wide failure.

Option C (The UNC path to the extract’s data source): Relevant but secondary:

Context: If the data source is a file (e.g., CSV on a network share), the UNC path (e.g., \\server\share\file.csv) must be accessible.

Why Not First: The error could be unrelated (e.g., database issue, not file-based). The admin view (B) would reveal if it’s a path issue first, guiding you to check the UNC path only if indicated (e.g., "File not found").

Practical Note: Backgrounder needs share permissions and the Run As account must access it—checking this without context wastes time.

Option D (Whether project permissions are set to Locked): Unlikely cause:

Permissions Impact: Locked permissions restrict who can edit/view content, not whether an extract refresh runs—that’s tied to the data source’s connection settings and Backgrounder execution.

Exception: If the refresh user lacks "Connect" permission to the data source, it might fail, but this is rare (owner/schedule typically has access). The admin view would flag this.

Why This Matters: The Background Tasks view is Tableau’s purpose-built tool for extract diagnostics, saving time and reducing guesswork in production environments.

Tableau Services Manager (TSM) is the administrative tool for managing Tableau Server’s configuration, processes, and topology. To log in to TSM (via the web UI at https:// :8850 or CLI), you need:

TSM administrator credentials: These are distinct from site roles and are set during installation or reset via tsm reset.

Local administrative rights: On Windows, the account used to access TSM must be in the local Administrators group on the initial node, as TSM interacts with system-level services.

In a test cluster, the engineer’s inability to log in suggests they lack either the correct TSM credentials or sufficient OS-level permissions. Since the question focuses on a Windows environment and “initial node,” the most immediate requirement is local administrative rights to run TSM commands or access the UI.

Option C (An account with administrative rights to the computer): Correct. The engineer must use an account in the local Administrators group on the initial node to authenticate to TSM. After that, they’ll need the TSM admin username/password set during installation.

Option A (An account with a Creator site role): Incorrect. Site roles (e.g., Creator) apply to content access within Tableau Server, not TSM administration.

Option B (An account with a Site Administrator role): Incorrect. Site Administrators manage site content, not server-level TSM functions.

Option D (An account for the Tableau Server administrator): Partially correct but incomplete. This likely refers to the TSM admin account, but without local admin rights on the machine, login will fail. Option C is more precise.

The VizQL Server process in Tableau Server handles rendering visualizations and processing queries for users viewing dashboards or workbooks. During installation, Tableau Server automatically configures the number of VizQL instances based on the number of processor cores on the machine, following this rule:

Default VizQL instances = 2 per node, unless manually adjusted post-installation.

In multi-node setups, additional instances may be added based on core count, but the question specifies a single server with 16 cores.

The installer does not scale VizQL instances linearly with core count by default (e.g., it doesn’t set 1 instance per 4 cores). Instead:

For a single-node installation, the default is 2 VizQL instances, regardless of core count (assuming the minimum hardware requirements are met: 8 cores, 32 GB RAM).

Administrators can later adjust this using TSM (e.g., tsm topology set-process) based on performance needs, but the question asks for the default configured by the installer.

Option A (4): Incorrect. Four instances might be configured manually for a 16-core server, but it’s not the default.

Option B (6): Incorrect. Six instances exceed the default for a single node.

Option C (10): Incorrect. Ten instances are far beyond the default and would require manual configuration.

Option D (2): Correct. The installer sets 2 VizQL instances by default on a single-node installation.

In Tableau Server, schedules manage tasks like extract refreshes and subscriptions. Each task within a schedule has a priority value (ranging from 1 to 100, where 1 is the highest priority and 100 is the lowest). Tasks with higher priority (lower numbers) are executed before tasks with lower priority (higher numbers) when queued by the Backgrounder process. If the Backgrounder is overloaded or delayed, lower-priority tasks may not complete on time, leading to inconsistent refreshes.

In this scenario:

The 7:00 AM Extract Refresh task is critical for the CEO’s workbook, but the data is only refreshed 70% of the time by 9:00 AM.

The server has a single node, meaning a single Backgrounder process handles all tasks. With five schedules (some overlapping in the early morning), contention or delays could prevent the 7:00 AM task from completing reliably before 9:00 AM.

Option C (Set the priority of this task to 1): Correct. Setting the task priority to 1 ensures it has the highest priority among all queued tasks. This increases the likelihood that the Backgrounder executes it promptly at 7:00 AM, completing the refresh before the CEO accesses the workbook at 9:00 AM. You can adjust task priority in the Tableau Server web interface under Schedules > Tasks > Edit Priority.

Option A (Set the default priority of this schedule to 50): Incorrect. The default priority for schedules is already 50, and this option refers to the schedule’s default, not the specific task. It wouldn’t address the contention issue.

Option B (Set the priority for all other tasks to 50): Incorrect. This keeps all tasks at the default priority (50), leaving the 7:00 AM task without a relative advantage. It doesn’t prioritize the CEO’s task.

Option D (Set the priority of this task to 100): Incorrect. Priority 100 is the lowest, which would deprioritize the task, making the refresh even less reliable.

The tsm maintenance backup command creates a backup file (with a .tsbak extension) that captures critical data needed to restore Tableau Server in case of failure or migration. This backup primarily includes:

Repository data: This encompasses the PostgreSQL database, which stores metadata such as workbooks, data sources, user information, permissions, schedules, and subscriptions.

Configuration data: This includes server settings like authentication methods, port configurations, and service layouts, but it does not include topology data as a separate entity (topology is part of the configuration).

The command does not back up the following:

Extract files (stored in the File Store), which must be backed up separately if needed.

Log files, which are archived using tsm maintenance ziplogs.

Option A (Notification settings) is incorrect because while notification settings are part of the configuration data stored in the repository, they are not the primary focus of the backup. The broader category is "repository data."

Option B (SMTP server settings) is also incorrect for the same reason—SMTP settings are configuration data within the repository, but the backup is not limited to just these settings.

Option D (Topology data) is incorrect because topology data (e.g., how services are distributed across nodes) is part of the configuration included in the backup, but it’s not stored as a standalone item. The .tsbak file is centered on the repository database.

TSM commands manage Tableau Server maintenance—let’s validate their syntax:

Command Requirements:

Some need arguments (e.g., file paths); others are standalone.

Valid and Complete: Must work as-is without errors.

Option C (tsm maintenance cleanup): Correct.

Details: Removes temporary files and old logs—no arguments required (optional flags like -l exist).

Use: tsm maintenance cleanup—runs fully.

Option D (tsm maintenance ziplogs): Correct.

Details: Creates a zip of logs (e.g., tsm-logs.zip)—no arguments needed (optional -d for date range).

Use: tsm maintenance ziplogs—complete and valid.

Option A (tsm maintenance backup): Incorrect.

Why: Requires -f .tsbak (e.g., tsm maintenance backup -f backup.tsbak)—incomplete without it.

Option B (tsm maintenance restore): Incorrect.

Why: Needs -f .tsbak (e.g., tsm maintenance restore -f backup.tsbak)—not standalone.

Why This Matters: Correct syntax ensures maintenance tasks execute without errors—critical for server health.

Comments on visualizations foster collaboration in Tableau Server—let’s break down the requirements:

Commenting Prerequisites:

Site-Level Enablement: Comments must be activated for the site.

Permission: Users need the "Add Comment" capability on the content.

Site Role: Minimum role of Viewer allows commenting if permissions are set.

Option B (Add Comments must be allowed in permissions): Correct.

Details: In the Permissions dialog (e.g., for a workbook), set "Add Comment" to "Allowed" for users/groups. Default is "Denied" unless explicitly enabled.

How: Content > Workbooks > Actions > Permissions > Edit Rule.

Why: Permissions are granular—site enablement alone isn’t enough.

Option D (Comments must be enabled on the site Settings page): Correct.

Details: Go to Site > Settings > General > Allow Comments—check the box.

Why: This is a site-wide toggle (default: off). Without it, no one can comment, regardless of permissions.

Option A (Minimum site role of Explorer - can publish): Incorrect.

Why: Viewer role suffices if permissions allow—Explorer (can publish) isn’t required (it adds publishing, not commenting).

Option C (Server Settings page): Incorrect.

Why: Comments are a site-level feature, not server-wide—no such toggle exists in TSM’s Server Settings.

Why This Matters: Enabling comments at both site and content levels ensures controlled collaboration—key for team insights.

Tableau Server uses caching to speed up workbook loading by storing query results. After a scheduled extract refresh updates the data, the cache may need recomputing—let’s dive into the mechanics:

Caching Basics:

VizQL Cache: Stores rendered views and query results for faster access.

Refresh Trigger: A scheduled refresh updates the underlying extract (.hyper), but the cache isn’t automatically invalidated—it’s demand-driven.

Recompute Conditions: Tableau recomputes the cache when the workbook is accessed (viewed) and its data has changed (e.g., via refresh).

Evaluation:

Option B (The workbook has upcoming scheduled refresh tasks): Correct.

Why: An upcoming refresh task indicates the workbook relies on an extract with a schedule. After the refresh runs, the data changes, priming the cache for recomputation on next view. Without a schedule, no refresh occurs, so this is a prerequisite.

Detail: Schedules are set in Schedules > Tasks—e.g., "Daily at 2 AM."

Option D (The workbook has been viewed recently): Correct.

Why: Viewing triggers cache recomputation if the data has changed (e.g., post-refresh). Tableau uses a "lazy caching" model—cache updates only when a user loads the workbook, ensuring fresh results.

Detail: "Recently" isn’t strictly defined but implies post-refresh access.

Option A (Published in the last month): Incorrect.

Why: Publish date is irrelevant—cache recomputation ties to data changes and access, not publication timing.

Option C (All Users group has permission rule allowing access): Incorrect.

Why: Permissions enable viewing, but recomputation requires actual access (viewing) and a refresh event, not just potential access.

Why This Matters: Caching balances performance and freshness—understanding triggers prevents stale data surprises.

Registering Tableau Server from the command line involves providing configuration details (e.g., identity store, license) via the tsm register command. Let’s explore this fully:

Registration Process:

Run during initial setup or to update settings (e.g., after changing AD/LDAP config).

Uses a configuration file to pass parameters to TSM.

Command: tsm register --file .

File Format:

Tableau Server uses JSON for configuration files in TSM commands like tsm register.

Example:

json

CollapseWrapCopy

{

"identityStore": {

"type": "local",

"domain": "example.com"

}

}

JSON is structured, machine-readable, and aligns with Tableau’s modern CLI design.

Option C (JSON): Correct.

Official format for tsm register, per documentation and practical use.

Option A (YML): Incorrect.

While tabsvc.yml exists internally, it’s not for registration—tsm register uses JSON.

Option B (XML): Incorrect.

Older Tableau configs used XML (e.g., workgroup.yml pre-TSM), but TSM standardized on JSON.

Option D (HTTP): Incorrect.

HTTP is a protocol, not a file format—irrelevant here.

Why This Matters: Correct file format ensures seamless registration, avoiding CLI errors in setup or migrations.

When a user reports slow performance for a newly-published workbook on Tableau Server, troubleshooting requires isolating the cause—e.g., data source issues, server load, workbook design, or caching. The first question should establish a baseline to narrow the scope. Let’s analyze this step-by-step with depth:

Performance Context:

A workbook’s speed depends on:

Data Source: Query complexity, size, network latency (e.g., database vs. extract).

Workbook Design: Filters, calculations, dashboard complexity.

Server Resources: VizQL rendering, Backgrounder load, caching.

"Newly-published" implies it’s not yet optimized or cached on the server.

Option A (Does it run any faster in Tableau Desktop?): Correct.

Why First: Comparing Desktop vs. Server performance is the most foundational diagnostic step:

Desktop Baseline: If it’s slow in Desktop (local machine), the issue likely lies in the workbook (e.g., complex queries, large data) or data source (e.g., slow database)—not Server-specific.

Server Difference: If it’s fast in Desktop but slow on Server, the problem could be server-side (e.g., resource contention, network latency to the data source from Server).

Practical Next Steps:

Slow in Desktop: Optimize workbook (e.g., simplify calcs, use extracts).

Fast in Desktop: Check Server (e.g., caching, VizQL load).

Why Critical: Establishes whether the issue is inherent to the workbook/data or introduced by Server—guides all further investigation.

Option B (Does the workbook always run slowly or does performance vary?): Useful but secondary.

Why Not First: Variability (e.g., slow at peak times) points to server load, but without a Desktop baseline, you can’t rule out workbook design. It’s a follow-up question after A.

Detail: Variability might suggest caching or concurrent user impact, but it assumes Server-side causation prematurely.

Option C (How many times have you opened the workbook in Tableau Server?): Less relevant initially.

Why Not First: Frequency of access might affect caching (first load is slower, subsequent loads faster), but it’s too specific and doesn’t isolate Desktop vs. Server. It’s a niche follow-up.

Option D (Did you enable caching on the workbook?): Misleading and incorrect.

Why Not First: Caching is server-managed (e.g., VizQL cache settings via tsm data-access caching set), not a user-toggle per workbook. Users don’t "enable" it—admins do. Plus, it’s premature without a baseline.

Why This Matters: Starting with Desktop performance cuts through assumptions, pinpointing whether the root cause is client-side (workbook/data) or server-side—essential for efficient resolution in production.

Subscriptions in Tableau Server deliver workbook views to users via email on a schedule. Group subscriptions apply to all group members—let’s unpack this:

Group Subscription Mechanics:

Created via Workbooks > Actions > Subscribe > Select Group.

Delivers content to all users in the group at the time the subscription runs (e.g., daily PDF).

Dynamic: Membership updates (additions/removals) are reflected automatically on the next run.

Option C (The subscription updates automatically to include the new user): Correct.

Details: When you add a user to the group (e.g., via Users > Groups > Add Users), Tableau Server’s subscription process queries the group’s current membership at runtime. The new user receives the subscription on the next scheduled delivery—no manual action needed.

Example: Group "Sales" has a 9 AM subscription. Add a user at 8 AM—they get the email tomorrow at 9 AM.

Option A (Admin receives notice to approve/deny): Incorrect.

Why: No approval workflow exists for group membership changes in subscriptions—it’s automatic.

Option B (Creator must manually edit): Incorrect.

Why: Subscriptions are tied to the group, not a static user list—manual edits aren’t required for membership changes.

Option D (Only members at creation time): Incorrect.

Why: This would be true for individual subscriptions (static list), but group subscriptions are dynamic.

Why This Matters: Dynamic group subscriptions streamline content delivery as teams evolve, reducing admin overhead.