I would be interested to hear about how Tableau Server SDLC/Operational Models are implemented out there by other Server Admins, specifically around environment migrations of objects.
I would like to share our high-level implementation and some of the pain points we encountered. I hope to turn this into a collaborative and informative forum topic that may assist Admins.
I am the OBIEE and Tableau Admin for the BI group that serves the Enterprise and I am tasked with establishing the governance and processes around the Tableau Server SDLC. I had specific concerns around migrations so I had met with our Tableau technical resource to go over best practices around this topic in a Tableau Server environment.
I reviewed a document (I have attached this document) in which it was recommended to create different Projects for a Sandbox/Dev, UAT and Produciton environment. So for the Sales department, there would be 3 Projects named Sales (Dev), Sales (UAT) and Sales.
This seems to align with having 3 separate Servers for Dev, UAT and Production, however, as the document states this is NOT the recommended approach.
So I seemed to have 2 routes for migrations. From Server to Server or Project to Project.
I decided to use the recommended approach of multiple Projects, however, I would like to now list out a few of my pain points:
1) The MOVE option is only applicable for Workbooks (Not Server Data Sources) and is only for the First time move of a Workbook from Project to Project. If you attempt to Move a Workbook when it already exists in the Target then if fails with no option to Overwrite.
Due to this issue the Workbook must be migrated from through the Desktop tool.
2) Server-based Data Sources of the same name in regards to iterative Development. Think about having a Data Source named "DS_SALES" you have it in the Sales (Dev) and Sales (UAT) Project and now push it to the Sales Project. I now have a Data Source of the same name in 3 Projects on the same Server.
I build a Workbook using the "DS_SALES" Server Data Source in the Sales (Dev) Project. How do I replace that Data Source in the Workbook with the one in Produciton? I need to go to "Edit the Connection" and you get a drop-down list of Data Sources to replace, however, they are NOT fully qualified with the Project name. So it is unknown what Project the "DS_SALES" data source is from which makes the replace challenging.
So if you have that Data Source in your 3 Sales Projects due to iterative development it becomes impossible to do a replace of Server Data Sources within the same Server unless they have 3 unique names.
3) Workbook options suchs as View selected, Show Selections. Show Sheets as Tabs are all Reset within the Desktop tool when you select a new Project to move a Workbook too.
I'd be interested in hearing how other Server Admins are tackling migration of objects especially, between a Dev, UAT and Production environment. Also would like any feedback on any pain points. Hope this thread becomes beneficial for other Admins.