FA-0699DevOps, Cloud & InfrastructureData & Analytics

Tableau Server Migration and Optimisation on Linux

Ubuntu deployment, scaling, resiliency and container trade-offs

Introduction

Why this course

This two-day course helps Tableau administrators plan and practise a Windows-to-Linux migration in a controlled environment. It covers a supported Ubuntu deployment, version and identity compatibility, content restore, configuration reconciliation and validation.

The second day examines workload baselines, process placement, scaling, availability and ongoing operations. Container deployment is evaluated as a distinct supported packaging approach with limitations, not as a guaranteed simple conversion of an Ubuntu installation.

Learning outcomes

Assess platform, version, identity and dependency requirements for a migration.
Install and configure a supported Ubuntu lab deployment.
Practise selected backup/restore and post-migration checks, including configuration differences.
Measure representative workload bottlenecks before proposing tuning changes.
Compare vertical/horizontal scaling and multi-node availability choices.
Evaluate supported container use, persistence, authentication and operational constraints.
Draft a backup, monitoring, capacity and upgrade roadmap.

Prerequisites

Basic Linux administration knowledge, preferably Ubuntu
General understanding of Windows Server environments
Familiarity with networking, DNS, SSL, and load balancing concepts
Basic exposure to Tableau Server administration or Tableau platform concepts
Comfort with infrastructure and system troubleshooting

A prepared licensed Tableau Server lab with a supported release/OS pairing; production migration is outside the course exercise.

Training outline

2 modules

01Day 1 — Installation, configuration and migration1 topics

Course overview and architectural context

Reasons and trade-offs for moving Tableau Server from Windows to a supported Linux deployment
Operational and support considerations for Linux-based deployments
Common migration goals, risks, and expected outcomes

Tableau Server architecture fundamentals

Core Tableau Server services and how they work together
Single-node versus distributed architecture

Planning the Ubuntu deployment

Assessing infrastructure readiness
CPU, memory, storage, and network planning
Supported Ubuntu release, package readiness, drivers and OS-level prerequisites

Installing Tableau Server on Ubuntu

Installation workflow and platform preparation
Initial setup and configuration steps
Identity, authentication, and access considerations
SSL configuration and gateway setup
Post-install validation and baseline checks

Hardening and production readiness

Backup planning
Upgrade planning and environment stability

Migrating from Windows Server to Ubuntu

Current-state assessment of the existing Windows environment
Identifying version, topology, authentication, and dependency considerations
Migration planning and pre-cutover preparation
Version- and identity-store-compatible content backup/restore; Windows configuration/customisations are not restored automatically
Reconcile authentication, dependencies, customisations and separately configured nodes after restore

Validate users, content, connections and representative workflows before planning a production cutover; document rollback and any platform differences.

02Day 2 — Performance, scaling and operations1 topics

Performance optimization fundamentals

Establishing a baseline before tuning
Understanding common bottlenecks in CPU, memory, storage, and process design
Tuning Tableau Server for interactive users versus background workloads
Scheduling strategy for extracts and refresh operations

Vertical scaling

What vertical scaling means in a Tableau Server environment
When scaling up is the right decision
Benefits of increasing CPU, memory, and storage performance
Limits and risks of vertical scaling

Horizontal scaling

What horizontal scaling means in practice
Adding nodes and redistributing Tableau Server processes
High availability concepts and practical topology planning

Vertical scaling versus horizontal scaling

How to decide between scaling up and scaling out
Performance-driven versus availability-driven decisions
Cost, complexity, and supportability trade-offs

Distributed architecture and high availability

Multi-node Tableau Server design principles
Process placement strategy
Repository failover and coordination considerations
Load balancer integration

Dockerization and containerization

Why organizations ask for Dockerization
Tableau Server in a Container as a distinct image/setup workflow, not an arbitrary Ubuntu image
Licensing/activation, authentication and monitoring limitations; verify the selected supported configuration
Ubuntu deployment versus container-based deployment trade-offs
When containerization is worth considering
When a conventional Ubuntu deployment is the better choice
Operational impact of persistence, patching, networking, and orchestration
Evaluate platform and orchestration support boundaries before selecting a container approach

Ongoing operations and lifecycle management

Monitoring and health checks
Backup and recovery strategy
Upgrade planning in standalone and distributed environments
Capacity planning and growth forecasting

Recommended audience

Tableau Server administrators
Linux and infrastructure administrators
Platform engineers
BI support teams
Solution architects responsible for analytics platforms

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