The Tableau Server Development
Cycle Made Simple
Presented by:
CHARLES SCHAEFER & Jeremy Walsh
Sales Consultants, Tableau Software
CHARLES SCHAEFER
Enterprise Sales Consultant – Brooklyn, NY
Jeremy Walsh
Sales Consultant – West Boylston, MA
About Your Speakers
• CHARLES and Jeremy started on the same day
– December 6, 2010
• CHARLES is an accomplished musician
– Guitar & drums
• Jeremy can play “Row, row, row your boat”
– Harmonica
• CHARLES grew up in Seattle but now lives in NY
• Jeremy grew up in MA but once lived in Seattle
• Both are strikingly handsome
Report or Dashboard
Development Cycle
???
- Wikipedia
A software development process, also known as a software
development life-cycle (SDLC), is a structure imposed on the
development of a software product. Similar terms include software
life cycle and software process. It is often considered a subset of
systems development life cycle. There are several models for such
processes, each describing approaches to a variety of tasks or
activities that take place during the process. Some people consider
a life-cycle model a more general term and a software development
process a more specific term. For example, there are many specific
software development processes that 'fit' the spiral life-cycle model.
ISO/IEC 12207 is an international standard for software life-cycle
processes. It aims to be the standard that defines all the tasks
required for developing and maintaining software.
Visual Examples
What We See Out There
Several environments and
processes for:
•Developing
•Migrating
•Testing
•Releasing
Often proves to be:
•Complex
•Lengthy
•Riddled with potential errors
Our Approach
Approach: Project Management
Best Practices
Environments
• Single
environment with
3 tiers
• 3 projects
• Assign permissions
appropriately
Approach: Permissions
Best Practices
Projects
• Apply
permissions at
the project level
• Example:
• Sales:
Production view
• Who can see - everyone
• Data – production data
•
• Sales Test:
User acceptance testing
• Who can see - select groups
• Data – test data
•
• Sales Sandbox:
Explore and develop insights
Who can see – subject specialists
• Data – development data
•
•
Approach: Permissions
Best Practices
Groups
• Easily
imported from
AD
• Suggested groups
• Sales
•
All users to see final content
• Sales Test
•
All users part of user acceptance
• Sales Publishers
•
All users to publish production content
• Sales Project Leader
•
All users managing release to
production
Approach: Promotion
Best Practices
• User/group
assigned
the role of “Leader”
• Leader “moves”
accepted workbook to
production
environment.
Approach: Connections
Best Practices
Tableau
Desktop
• Edit
connection in
Tableau Desktop to
reflect production data
source; republish
• Edit connection string in
Tableau Server; move
workbook to production
folder
Tableau
Server
DEMO
Multiple Tableau Instances
•Tableau Server license allows 2 additional nonproduction instances of Tableau Server to be
activated.
•Use these environments for:
• Upgrades
• Beta releases
• Failover
• Load testing
Summary
• Single
environment
• 3 tiers – Dev Test Prod
• Manage
via projects
• Promote workbooks
• Edit Connections
• 2 additional
environments included
Thank you!
CHARLES
SCHAEFER
Thank you!
Jeremy
Walsh