Design the topology
Gather requirements, size nodes and processes, and plan high availability and disaster recovery for a deployment.
Partners and press
Overview
Installing Tableau Server is a wizard. Running it for a whole company is the exam.
Tableau Architect suits architects who lead Server deployments or Cloud migrations; Salesforce suggests two years’ administration. It goes deep on operations, such as authentication, encryption and tuning, with monitoring and maintenance at 41%. It has no prerequisite, tests on Tableau 2024.2, and Salesforce says its published objectives are not a complete list.
12Modules
54Questions
105Minutes
8Roles
What it tests
Learn all the way down.
Learn all the way down.
Perform when it matters.
Plan migrations
Plan moves between Cloud and Server, Windows and Linux, and identity stores, with scripts and the Content Migration Tool.
Deploy and secure
Install Tableau Server in distributed, offline, Linux and Windows setups, with working authentication and encryption.
Monitor and tune
Load test, read observability data and fix performance bottlenecks before users notice them.
Course outline
From one server on a diagram
From one server on a diagram
to a deployment you can tune.
We design this course ourselves. Salesforce runs the exam and issues the credential, and LUNARTECH is independent of Salesforce.
A deployment fits when its requirements are known. You collect user counts and concurrency, content and data source patterns, security rules and availability needs, and decide what is a constraint and what is a preference.
- Users, concurrency and usage patterns
- Content, extracts and live connections
- Data source locations and network paths
- Security, compliance and availability requirements
- Separating constraints from preferences
- Writing a requirements document
You build A requirements document for a complex Tableau deployment.
Tableau Cloud changes what you run and what you hand over. You compare Cloud and Server, use Bridge for private data, and design hybrid estates that mix them.
- Tableau Cloud and Tableau Server compared
- Sites, projects and content organization
- Tableau Bridge for private data sources
- Refresh schedules and network access
- Hybrid designs that mix Cloud and Server
- Planning governance on Cloud
You build A Cloud and Bridge design for an organization with private data sources.
Every Tableau Server process does one job and has its own demands. You learn what the gateway, application, VizQL, data, backgrounder, cache, data engine, file store and repository processes do, and where to place them.
- Gateway and application server
- VizQL, data server and cache server
- Backgrounder and extract refresh load
- Data engine and file store
- Repository and coordination service
- Placing and scaling processes across nodes
You build A process topology for a three-node cluster, with each placement explained.
Hardware follows workload. You estimate cores and memory per node, size for extracts against live queries, and design for high availability and disaster recovery, with load balancers and failover for the repository.
- Estimating compute and memory from workload
- Node roles and cluster size
- Extract-heavy and live-heavy configurations
- Load balancing in front of the gateway
- High availability for repository and coordination
- Disaster recovery through backup and standby
You build A server configuration recommendation with sizing, availability and recovery design.
Moves between platforms are projects, not copies. You plan migrations between Cloud and Server, Windows and Linux, and between identity stores, using scripts and the Content Migration Tool.
- Server to Cloud and Cloud to Server
- Windows to Linux migration
- Changing identity stores and mapping users
- Content Migration Tool in a project
- Scripting with tabcmd and the REST API
- Testing, cutover and rollback
You build A migration plan with a user mapping approach and a scripted content move.
Production installs follow a repeatable path. You prepare nodes, install the initial node and join others with Tableau Services Manager, and handle offline and Linux or Windows differences.
- Prerequisites and preparing a node
- Installing the initial node with TSM
- Adding nodes to build a cluster
- Offline and restricted-network installs
- Linux and Windows differences
- Validating a new installation
You build A documented install of a distributed cluster, validated end to end.
Sign-in is the first thing users test. You configure local, directory, SAML, OpenID Connect and other methods, trace failures through logs, and fix the usual faults in identity setups.
- Local authentication and directory-based sign-in
- SAML at server and site level
- OpenID Connect and Kerberos
- Mutual TLS and trusted authentication
- Connected apps and token-based access
- Debugging failed sign-in from logs
You build A working authentication setup with a debugging guide for its failure modes.
Data must be protected in transit and at rest. You configure TLS for browsers and between components, encrypt extracts, and plan key management and certificate rotation so protection does not lapse.
- TLS for external connections
- Encrypting traffic between components
- Encrypting extracts at rest
- Key management options
- Certificate lifecycle and rotation
- Meeting a compliance requirement with encryption
You build An encryption configuration with a key and certificate rotation procedure.
A deployment you cannot see cannot be tuned. You use admin views and the Resource Monitoring Tool, read logs, work with observability data, and decide what to alert on.
- Built-in admin views and what they answer
- Resource Monitoring Tool
- Collecting and reading log files
- Observability data and metrics
- Building custom admin views
- Alerting on health and capacity
You build A monitoring setup with custom admin views and alerts for one deployment.
Performance problems are found by measurement. You design load tests from real usage, read the results against process behavior, and fix the bottleneck instead of adding hardware blindly.
- Building a load test from real usage
- Running tests and capturing results
- Reading results against process load
- Backgrounder queues and refresh scheduling
- Cache and VizQL tuning
- Workbook and data source causes of slowness
You build A load test with an analysis that names the bottleneck and the fix.
Routine work should be scripted. You schedule backups and cleanups, automate maintenance with TSM and the REST API, and govern dashboard and analytics extensions so they do not become a risk.
- Backup and restore routines
- Upgrades and maintenance windows
- Cleanup and log retention
- Automating administration with TSM and the REST API
- Dashboard extensions and allow lists
- Analytics extensions and their security
You build A maintenance runbook with scripts for backup, cleanup and extension control.
Design a complete deployment for a client: requirements, topology, install, authentication, encryption and monitoring. You document it and defend the sizing, security and availability choices.
- Reading the client’s requirements and constraints
- Designing topology, sizing and availability
- Planning authentication, encryption and migration
- Planning monitoring, tuning and maintenance
- Presenting and defending the design
You build A full Tableau deployment architecture for one client, with its operations plan.
Issued by
Certifying body · Independent of LUNARTECH
Salesforce
Agentforce, Data 360, MuleSoft, Tableau, Slack and the platform underneath them. Salesforce plans to retire 24 certifications on 1 February 2027. Check its current list before you start one.
How you get there
Top-tier roles go to people who can do the work.
Top-tier roles go to people who can do the work.
Here’s how you get there.
Know where you start.
Salesforce suggests at least two years of Tableau administration across Cloud, Server and Bridge, and experience architecting Tableau Server on a distributed environment. No prerequisite.
Work through the course.
Twelve modules, designed by LUNARTECH, at your own pace.
Sit it with Salesforce.
Salesforce runs the exam and issues the credential, so you register and book directly with them.
Support
Support at every stage.
Support at every stage.
You won’t be working through this alone.
Before you start
Try it first.
A 3-day free trial opens a selection of the content. Your card is only charged once it ends.
While you learn
Mentors within reach.
Stuck on a concept? Reach out to a mentor whenever you need help.
While you learn
One-on-one sessions.
On the yearly plan, one-on-one sessions give you dedicated support.
Any time
A team behind you.
Write to info@lunartech.ai at any point, from your trial onwards. If your employer is funding you, we’ll set it up with them directly.
All the way through
A schedule that fits around your life.
Your own paceFrom anywhereAt any hour
After the last lesson
Stay in the network.
Your alumni network stays with you: ongoing support, opportunities and industry insight.
Career support
Career support, past the last lesson. Coaching, a sharper resume, real interview preparation and the people to know.
Career direction
Tailored coaching helps you decide where to aim and how to get there.
Strong portfolio
Hands-on projects become work you can show, not just claim.
Resume and profile
Personalized refinement, so what you send says what you can actually do.
Interview preparation
Preparation for the questions that decide it, so you walk in ready.
Network and search
Connections with industry leaders, and an alumni network that stays with you.
Reviews
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Why choose us
Built around how you actually learn.
One standard behind every course, from the first lesson to long after the last.
Hands-on practice
Apply every idea to real problems, so it becomes something you have used, not only seen.
Industry-aligned curriculum
We keep courses current with the tools, techniques and skills the field asks for.
Flexible learning
Study at your own pace, from anywhere, at any hour.
Certificate of completion
Finish the course and earn a certificate that shows what you have learned.
Focus on your success
Personalized learning plans and support structures carry you through the hard parts.
Lifetime alumni network
Stay connected after you finish, with ongoing support, opportunities and industry insight.
Your certificate
It doesn’t raise its voice. Neither will you.
Finish a LUNARTECH course and its certificate is issued in your name, under our signature. Salesforce’s credential comes from Salesforce, when you pass its exam.
Certificate of completion
Your Name
Tableau Architect course
LUNARTECH RISE Academy
Pricing
This course comes with the membership.
This course comes with the membership.
So does everything else.
One membership opens every course, certification, workshop and masterclass in the Academy. Every plan starts with a 3-day free trial. You register and book the exam directly with Salesforce.
3 days free, then $29.97 a month. Your card is only charged once the trial ends.
Included in every plan
- Every course in the Academy
- Every certification course
- Workshops and masterclasses
- A certificate of completion
- A 3-day free trial
- Learning at your own pace
- The lifetime alumni network
- Upgrades at any time
In practice
Eight roles.
Eight roles.
One credential across them all.
No single job owns it. Here’s where each role leans hardest, and where its work ends up.
- 01Infrastructure
- 02Deployment
- 03Operations
-
Sizing is a design decision, not a guess. Topology choices set cost and resilience.
Infrastructure, Deployment
Enterprise analytics teams, Analytics consultancies
-
Authentication breaks quietly and loudly. Knowing each method makes debugging fast.
Deployment, Operations
Enterprise analytics teams, Regulated industries
-
Scripts and APIs keep servers consistent. Automation is how the upkeep scales.
Operations, Deployment
Enterprise analytics teams, Tableau Cloud migrations
-
Slow dashboards are often a server problem. Performance recordings show which.
Operations
Enterprise analytics teams, Tableau Cloud migrations
-
Authentication and encryption protect what dashboards show. Operations topics cover keeping that intact.
Infrastructure, Operations
Regulated industries, Enterprise analytics teams
-
Slow dashboards are an operations problem first. Load testing and tuning find the limit.
Operations
Enterprise analytics teams, Tableau Cloud migrations
-
A move to Cloud carries every workbook and user. Deployment planning keeps it orderly.
Deployment, Operations
Tableau Cloud migrations, Enterprise analytics teams
-
Servers, nodes and storage set what users experience. Infrastructure choices come first.
Infrastructure, Deployment
Enterprise analytics teams, Analytics consultancies
- Enterprise analytics teams
- Tableau Cloud migrations
- Regulated industries
- Analytics consultancies
Solutions Architect
Sizing is a design decision, not a guess. Topology choices set cost and resilience.
Over 10,000 students trust LUNARTECH
LUNARTECH gives you the skills
to learn, build, create and lead.
Engineers
Understand systems all the way down. Build the ones others rely on.
Scientists
Understand what the data says. Build models that hold up.
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Understand the papers. Build on them, and take the work further.
The field
Anyone can use AI.
Anyone can use AI.
Few can engineer it. This is where that starts.
+340%growth in open roles requiring AI skills
Roles and pay
~35,000 open roles right now
Open roles: Built In, Greenhouse, LinkedIn.
Typical salaries: Glassdoor, Levels.fyi, Payscale, Indeed, Ravio, JobRise, U.S. BLS. Military: 2026 U.S. basic pay, drone officers with aviation incentive pay.
Updated November 2026.
FAQ
Frequently asked questions.
Need help? These answers cover most of what people ask before they start.
No. Salesforce issues it. LUNARTECH is independent of Salesforce, and its names and marks belong to it. When you finish a course of ours, you earn a LUNARTECH certificate of completion for that course.
No. We design this course ourselves, around what the exam covers. Salesforce has no part in it, and you still register and book the exam directly with Salesforce.
54 questions, 105 minutes, test center or online, in English. The passing score is 63%.
Salesforce suggests at least two years of Tableau administration across Cloud, Server and Bridge, and experience architecting Tableau Server on a distributed environment. No prerequisite.
We last reviewed it on 5 November 2026, from Salesforce’s own pages. Details change, so check the official page before you book.
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The course
Build the skills behind Tableau Architect.
Prove you can design, deploy and keep a Tableau Server estate healthy. Start with a free trial, or enroll in a plan and work through the course at your own pace. Salesforce runs the exam and issues the credential.
LUNARTECH is independent of the vendors and certifying bodies listed here. Their names, exam titles and marks belong to them, exams are run by them, and credentials are issued by them. Reviewed 5 November 2026. Catalogues change often, so confirm the details on the official page before you book.
