Tableau SCA-C01 Tableau Server Certified Associate Exam Exam Practice Test

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 inSchedules > 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.

Tableau Server uses a role-based licensing model with three primary license levels: Creator, Explorer, and Viewer. Each license level corresponds to specific site roles that define what users can do on the server.

Viewer License: This is the most restrictive license, allowing users to view and interact with published content (e.g., dashboards and visualizations) but not to create or publish new content.

Site Role: The Viewer license can only be associated with the Viewer site role. This role restricts users to viewing capabilities, aligning with the license’s purpose.

Option A (Creator): Incorrect. The Creator license is for users who can create, edit, and publish content using Tableau Desktop and the web interface. It corresponds to the Creator site role, not Viewer.

Option B (Explorer (can publish)): Incorrect. This is a variation of the Explorer license, which allows users to edit and publish content within limits. It’s more permissive than Viewer.

Option C (Viewer): Correct. The Viewer site role matches the Viewer license level perfectly.

Option D (Explorer): Incorrect. The Explorer license allows users to explore data and create content in the web interface, exceeding the Viewer license’s capabilities.

In a high-availability (HA) Tableau Server setup, theRepository(PostgreSQL) has an active and passive instance. Failover occurs if the active Repository fails. Let’s dive into the process:

HA Setup:

Two Repository instances across nodes (active/passive).

Failover switches to the passive instance if the active one becomes unavailable (e.g., crash, network issue).

Cluster Controller:

Role: Monitors all processes (e.g., Repository, File Store) across nodes, detecting failures via heartbeats and status checks.

Failover Decision: If the active Repository stops responding, Cluster Controller initiates failover, promoting the passive instance to active.

Coordination: Works with Coordination Service (ZooKeeper) to update topology but makes the initial detection call.

Option A (Cluster Controller): Correct.

Why: It’s the watchdog process, constantly monitoring Repository health and triggering failover when needed.

Option B (Coordination Service): Incorrect.

Role: ZooKeeper maintains cluster state and coordinates topology updates post-failover, but doesn’t detect the failure—Cluster Controller does.

Option C (Gateway): Incorrect.

Role: Routes client requests—unrelated to internal process monitoring or failover.

Option D (Backgrounder): Incorrect.

Role: Executes background tasks—no involvement in Repository failover decisions.

Why This Matters: Understanding failover ensures HA reliability—Cluster Controller is the linchpin for resilience.

Tableau Desktop and Tableau Server have versioning considerations when publishing content, particularly regarding compatibility between older Desktop versions (e.g., 10.5) and newer Server versions (e.g., 2020.1). Let’s break this down step-by-step:

Version Context: Tableau Desktop 10.5 was released in 2017 and used the .tde (Tableau Data Extract) format for extracts. Tableau Server 2020.1, released in 2020, introduced the .hyper extract format (starting with version 10.5, but fully standardized later). When publishing from an older Desktop version to a newer Server version, Tableau ensures backward compatibility but may upgrade certain components.

Publishing Process: With a Creator site role and Publisher permissions, you have the rights to publish workbooks to the specified project. Tableau Server accepts workbooks from older Desktop versions (e.g., 10.5) and upgrades them to the current Server version (2020.1) duringpublishing. This process is seamless for the workbook itself, but extracts require special handling.

Extract Handling: If the workbook contains embedded .tde extracts (stored within the .twb or .twbx file), Tableau Server 2020.1 converts these to .hyper format upon publishing. This conversion is necessary because .hyper replaced .tde as the default extract engine starting in Tableau 10.5 and beyond, offering better performance and scalability. During this process, Tableau Desktop or Server displays a warning to inform the user of the upgrade, as it’s a one-way conversion (you can’t revert to .tde on the Server).

Now, let’s evaluate the options:

Option A (You will successfully publish without any errors or warnings): Incorrect. While the publishing succeeds, a warning about the .tde to .hyper conversion appears if the workbook contains embedded extracts. Without extracts, no warning occurs, but the question’s context implies extracts are likely involved (common in visualizations).

Option B (Error message: unable to publish to a newer version): Incorrect. Tableau supports publishing from older Desktop versions to newer Server versions. There’s no outright error blocking this; compatibility is maintained.

Option C (Warning: embedded .tde extracts will be upgraded to .hyper): Correct. This is the precise warning displayed when a workbook with .tde extracts is published to a Server version that uses .hyper. It ensures the user is aware of the format change, which might affect extract refresh schedules or performance expectations.

Option D (Warning: workbook will be upgraded to a new version): Partially correct but less specific. The workbook is upgraded to 2020.1 compatibility, but the warning focuses on the extract format change (.tde to .hyper), not the workbook version generically. Option C is more accurate.

Why This Matters: The .tde to .hyper shift improves query performance and supports larger datasets, but users need to know about it for planning (e.g., extract refresh schedules might need adjustment). The warning ensures transparency.

In Tableau Server, roles and permissions dictate who can perform specific administrative tasks. A "server administrator" has full control over the entire Tableau Server deployment, while site administrators manage specific sites. Some tasks are restricted to server administrators due to their server-wide impact.

Option B (Adding a site): Creating a new site in a multi-site Tableau Server environment is a server-level task that only a server administrator can perform. Sites are logical partitions within the server, and adding a site affects the overall server structure. Site administrators cannot create new sites; they can only manage existing ones.

Option D (Adding users): Adding users to Tableau Server (e.g., via the TSM interface or tabcmd) is a server administrator task when it involves adding users at the server level or assigning them to the default site. While site administrators can add users to their specific site in a multi-site environment, the initial addition of users to the server requires server administrator privileges. The question’s phrasing (“always require”) suggests a server-wide context, making this a correct choice.

Option A (Creating a schedule): This is incorrect because both server administrators and site administrators can create schedules for tasks like extract refreshes or subscriptions within their scope. It’s not exclusive to server administrators.

Option C (Locking project permissions): This is incorrect because locking project permissions can be done by a site administrator or project leader with appropriate permissions. It’s a project-level action, not a server-level task requiring a server administrator.

Tableau Server’s installer configures process instances based on hardware and deployment type (single-node vs. multi-node). For a single-node installation with 4 cores, we need to consider thedefault process topology. Let’s break this down exhaustively:

Key Processes:

Gateway: Handles incoming requests (1 instance).

Application Server (VizPortal): Manages UI and sessions (1 instance).

VizQL Server: Renders visualizations (2 instances).

Backgrounder: Runs extract refreshes, subscriptions (1 instance).

Data Server: Manages data connections (1 instance).

File Store: Stores extracts (1 instance).

Repository: Metadata database (1 instance, active).

Cluster Controller, Cache Server, etc.: Supporting processes (typically 1 each).

Default Configuration:

On a single-node install, Tableau sets1 instance per processunless specified otherwise, except for VizQL, which defaults to 2.

The installer doesn’t scale instances linearly with cores (e.g., 4 cores ≠ 4 instances). Post-install, TSM can adjust this (e.g., tsm topology set-process), but the question asks for theinstalled default.

Minimum hardware (8 cores, 32 GB RAM) suggests higher defaults, but 4 cores still triggers a minimal setup.

Option B (1): Correct with Caveat.

Most processes (e.g., Backgrounder, Gateway, Data Server) default to 1 instance on install, regardless of 4 cores.

VizQL defaults to 2, but the question’s phrasing ("each process") implies a general rule. Historically (and per docs), 1 is the baseline for most, with VizQL as the exception.

Interpretation: Assuming "each" means the typical case, 1 fits most processes on a 4-core single-node setup.

Option A (2): Incorrect. Only VizQL defaults to 2; others don’t.

Option C (8): Incorrect. Far exceeds defaults—8 cores might justify more, but not 4.

Option D (4): Incorrect. Not tied to core count by default; manual config would be needed.

Why This Matters: Understanding defaults aids capacity planning—4 cores is below production minimum (8), so performance tuning may be needed post-install.

Tableau Server’s performance and stability depend on dedicated resources and proper configuration. Running additional software on the same server is the most likely to cause problems because:

Resource contention: Tableau Server requires significant CPU, RAM, and disk I/O. Other software (e.g., databases, web servers) can compete for these resources, leading to slowdowns, crashes, or failed tasks.

Port conflicts: Tableau uses specific ports (e.g., 80, 443, 8850), and other applications might interfere.

Security risks: Additional software increases the attack surface, potentially compromising Tableau Server.

Tableau recommends running the server on dedicated hardware without unrelated applications.

Option A (Running additional software on the server): Correct. This is a common cause of performance issues and is explicitly discouraged in Tableau’s best practices.

Option B (Separating the Backgrounder and VizQL processes to different machines): Incorrect. This is a supported multi-node configuration that can improve performance, not cause problems, if properly set up via TSM.

Option C (Configuring the server to use a static IP address): Incorrect. A static IP is recommended for Tableau Server to ensure consistent network access, so it’s unlikely to cause issues.

Option D (Using a non-default installation path): Incorrect. While not default, a custom path is supported (via TSM or installer options) and unlikely to cause problems if permissions and disk space are adequate.

Table recommendations in Tableau Server suggest popular tables and data sources to users when they create new content in the web authoring environment. This feature is enabled by default but can be disabled at the site level.

Option A (Disable the option using the site Settings page): Correct. A site administrator can disable table recommendations by navigating to the site’s Settings > General page in the Tableau Server web interface and unchecking the option "Enable table recommendations." This prevents users on that site from seeing these suggestions, offering a straightforward UI-based solution.

Option B (Use the command: tsm configuration set -k recommendations.enabled -v false): Incorrect. There is no recommendations.enabled key in the TSM configuration settings. This feature is managed per site, not server-wide via TSM.

Option C (Publish data sources only to projects with permissions locked): Incorrect. Locking permissions restricts access but doesn’t disable the recommendation feature itself. Users with access would still see recommendations.

Option D (Disable the option using the server Settings page): Incorrect. Table recommendations are a site-specific setting, not a server-wide setting. The server Settings page (via TSM) controls global configurations, not this feature.

Single Sign-On (SSO) allows users to authenticate once (e.g., via a corporate identity provider) and access Tableau Server without re-entering credentials. Tableau Server supports several SSO methods:

OpenID Connect (OIDC): An OAuth 2.0-based protocol for SSO, configured via Tableau’s SAML settings with an OIDC-compatible IdP (e.g., Google, Okta).

Kerberos with Active Directory: A ticket-based SSO protocol, widely used in Windows environments with AD integration.

SAML: A flexible SSO standard using XML assertions, supporting various IdPs (e.g., ADFS, PingFederate).

Let’s evaluate:

Option A (OpenID Connect): Correct. OIDC is an SSO method, implemented as a SAML variant in Tableau Server, enabling seamless login.

Option C (Kerberos with Active Directory): Correct. Kerberos provides SSO in AD environments, delegating authentication to the domain controller.

Option D (Security Assertion Markup Language - SAML): Correct. SAML is a core SSO method in Tableau, widely adopted for enterprise integrations.

Option B (Local Authentication): Incorrect. Local Authentication uses Tableau’s internal user database, requiring manual credential entry—no SSO support.

Why This Matters: SSO enhances user experience and security by leveraging existing identity systems, reducing password fatigue.

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.

Tableau Server supports multi-tenancy via sites, each with customizable settings managed by server or site administrators. Let’s analyze what’s configurable per site:

Site Settings: Found in the web UI underSite > Settings > General. Server admins can override site admin settings.

Option B (Limitation on storage space): Correct.

Details: Server admins can set astorage quotaper site (e.g., 100 GB) to cap disk usage for extracts and workbooks.

How: In TSM or site settings (if enabled)—e.g., tsm configuration set -k site.storage.quota -v 100000.

Impact: Prevents one site from monopolizing resources in multi-site deployments.

Option D (Language and locale): Correct.

Details: Each site can set itslanguage(e.g., English, French) andlocale(e.g., date/number formats).

How: Site settings UI—e.g., "Language: French, Locale: France."

Impact: Tailors the user experience per site’s audience.

Option A (Ability to embed credentials): Incorrect.

Details: Embedding credentials (e.g., in data sources) is a server-wide setting (tsm data-access), not per-site. Site admins can’t override it.

Option C (Limitation on number of users): Incorrect.

Details: User limits are tied to licenses (server-wide), not configurable per site. Site admins manage user assignments, not quotas.

Why This Matters: Site-specific settings enable tailored governance and resource allocation in multi-tenant environments.

Importing an AD group into Tableau Server syncs user management—let’s analyze the process and options:

AD Group Import Process:

How: In the UI (Users > Groups > Add Group > Active Directory), enter the AD group name, set a site role, and sync.

Behavior:

Existing Users: If a user is already in Tableau Server, their site role remains unchanged unless manually adjusted—sync applies the minimum role only if it upgrades access.

New Users: Added to Tableau with the site role specified during import.

Config: Requires AD authentication enabled in TSM.

Option D (New users created are assigned the site role specified during import): Correct.

Details: When importing (e.g., "SalesTeam" group, site role: Explorer):

New users get Explorer.

Existing users keep their role unless it’s below Explorer (e.g., Unlicensed → Explorer).

Why: Ensures consistent onboarding—new users align with the group’s intended access.

Option A (Existing users’ roles change to match import): Incorrect.

Why: Existing roles persist unless lower than the minimum—e.g., Viewer stays Viewer if import sets Explorer, but Unlicensed upgrades. Not a full overwrite.

Option B (Requires a .csv file): Incorrect.

Why: AD import uses live sync via LDAP—no .csv needed (that’s for local auth imports).

Option C (Change group name during import): Incorrect.

Why: The AD group name is fixed—you can’t rename it in Tableau during sync (it mirrors AD). Post-import renaming is possible but not part of the process.

Why This Matters: Accurate AD sync ensures seamless user management—missteps can disrupt access or licensing.

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 toSite > 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.

Backing up Tableau Server ensures recovery from failures or migrations. A full backup includes multiple data types—let’s dissect this comprehensively:

Backup Components:

Repository Data: PostgreSQL database with metadata (users, permissions, workbooks). Backed up via tsm maintenance backup -f .tsbak.

Configuration Data: Server settings (e.g., ports, authentication) also in the .tsbak file.

Server Secrets: Encryption keys, internal tokens, Repository passwords—critical for restoring functionality.

Extracts: .hyper files in File Store (optional, separate backup).

Option A (Server secrets and Repository passwords): Correct.

Details: Includes encryption keys (for extracts), internal tokens (process communication), and Repository credentials. Backed up separately or stored securely (e.g., tsm security export-keys).

Why Critical: Without these, restored data may be inaccessible or services may fail.

Option C (Configuration data): Correct.

Details: Ports, authentication settings, process topology—part of the .tsbak file.

Why Critical: Restores server behavior and connectivity post-recovery.

Option D (Repository data): Correct.

Details: Core metadata database—also in .tsbak.

Why Critical: Without it, all content and user data is lost.

Option B (Topology data): Incorrect.

Details: Topology (process distribution) is part of configuration data in the .tsbak, not a separate entity. It’s not distinctly backed up as “topology data.”

Why This Matters: A complete backup (secrets, config, repository) ensures full restoration—missing any piece risks an unusable server.

In Tableau Server, schedules manage tasks such as extract refreshes and subscriptions. The execution mode of a schedule determines how tasks within that schedule are processed by the Backgrounder process:

Parallel: Tasks run simultaneously (up to the Backgrounder’s capacity), which is the default setting.

Serial: Tasks run one-at-a-time in sequence, ensuring that one task completes before the next begins.

To ensure tasks associated with a particular schedule run one-at-a-time, you must configure the schedule’s execution mode toSerial. This is done in the Tableau Server web interface:

Go toSchedules.

Select the schedule, clickActions > Edit Schedule.

UnderExecution, chooseSerialinstead ofParallel.

Option A (Set Execution to Serial): Correct. This directly addresses the requirement by forcing tasks to execute sequentially.

Option B (Set Default priority to 0): Incorrect. Priority (1–100) determines the order of task execution across all schedules, not whether tasks run one-at-a-time within a single schedule. Also, 0 is not a valid priority value (minimum is 1).

Option C (Set Frequency to Hourly): Incorrect. Frequency (e.g., hourly, daily) controls when the schedule runs, not how tasks within it are executed.

Option D (Set Execution to Parallel): Incorrect. Parallel execution allows tasks to run simultaneously, which contradicts the requirement.

In Tableau Server,projectsorganize content (workbooks, data sources) and use permissions to control access. "Locking permissions" restricts how permissions are managed within a project—let’s explore this exhaustively:

Permission Management Modes:

Managed by Owner: Default mode. Content owners (e.g., workbook publishers) can set permissions on their items, inheriting project defaults as a starting point.

Locked to the Project: Project-level permissions are enforced, and content owners cannot modify them. This ensures consistency across all items in the project.

How to Lock:

In the Tableau Server web UI:

Go toContent > Projects.

Select a project, clickActions > Permissions.

In the Permissions dialog, changePermissions Managementfrom "Customizable" (Managed by Owner) to "Locked."

Set the desired permissions (e.g., Viewer, Editor) for users/groups, which then apply uniformly to all content.

Via REST API: Use the updateProject endpoint with "permissionsLocked": true.

Option B (You can lock permissions to a project by changing Customizable to Locked): Correct.

Details: This is the precise action in the UI—switching from "Customizable" to "Locked" locks permissions at the project level.

Impact: Owners lose the ability to override permissions on individual workbooks/data sources, enforcing governance.

Example: Set "All Users" to Viewer (Locked)—all content in the project is view-only, regardless of owner intent.

Option A (Locking permissions must be enabled on the Server Settings page): Incorrect.

Why: Locking is a per-project setting, not a server-wide toggle. The Server Settings page (via TSM) controls global configs (e.g., authentication), not project permissions.

Option C (Content permissions are locked by default): Incorrect.

Default: New projects are "Managed by Owner" (Customizable), allowing flexibility unless explicitly locked by an admin.

Option D (By setting the appropriate Project permission role): Incorrect.

Confusion: "Project permission role" isn’t a term—permissions are set via rules (e.g., Viewer, Editor), but locking is a separate action (Customizable → Locked).

Why This Matters: Locking permissions ensures uniform access control, critical for regulated environments or large teams where consistency trumps flexibility.