Explore Tableau Blueprint: Agility

Deploy, monitor, and maintain your modern analytics platform

Given that analytics become mission-critical, deployments must be agile by operating on iterative, repeatable processes that begin with establishing a baseline architecture for a secure, stable, and trusted server platform. The Agility workstream is focused on deployment, monitoring, and maintenance. These are typically IT-led efforts that rely heavily on understanding the broader technical requirements and overall business strategy.


Using the information collected during the discovery phase, you’ll build, right-size, and secure your modern analytics environment. This includes installing and configuring software, deploying client applications, licensing users, and integrating Tableau with your existing technologies according to your enterprise standards and processes.

This topic covers:

  • Tableau Server architecture
  • Hardware platform
  • Authentication and authorization
  • Network communications
  • Network topologies
  • Data strategy
  • Tableau Server add-ons
  • External services
  • Extensibility
  • Client software




You’ll put the processes in place for proactive hardware and application monitoring to maintain sufficient availability, capacity, and headroom while minimizing resource contention. Because modern BI platforms often see fast growth, you will need to assess server utilization and user engagement—and likely even change your topology—more frequently than with other enterprise technology platforms. Over time, you may even delegate some responsibilities between server and site administrators.

This topic covers:

  • Administrative roles and responsibilities
  • Hardware monitoring
  • Built-in alerts
  • Tableau Server process status
  • Administrative views
  • Troubleshooting
  • Resource Monitoring Tool incidents





You’ll operationalize change management processes to support the increased use of analytics, including performance tuning, load testing, capacity planning, and upgrades. Monitoring data will inform many of your maintenance activities. You may employ Test environments and participate in Beta programs to help you plan and deliver upgrades.

This topic covers:

  • Active Directory synchronization
  • Back-up and restore
  • Database maintenance
  • Load testing
  • Capacity planning
  • Resource management
  • Upgrades



Providence St. Joseph Health logo

"I think where Tableau has been most helpful with respect to our growth is creating simplicity in scaling. Once data is organized, it’s very easy to add another small multiple in our stack of visualizations related to a specific region."

REI logo

"IT brings production-grade technology and services, particularly vital investments around reliability, accessibility, scalability, performance and support."

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Webinar: Deploying with agility

Learn from the Tableau Blueprint's principal author, Senior Product Marketing Manager Mike Hetrick, about how Tableau Blueprint helps you to prepare for production or expansion and deploy, monitor, and maintain your deployment at scale.

Register to view the on-demand recording, plus access other sessions and content from our free Virtual IT Summit.

Watch now