SCA-C01 Tableau Server Certified Associate Exam Questions and Answers

Data-driven alerts notify users when data meets conditions (e.g., sales > $10K). Let’s examine when Tableau checks these:

Alert Mechanics:

Enabled per site (Settings > General > Data-Driven Alerts).

Backgrounder evaluates conditions against extract data.

Check Intervals: Configurable via tsm configuration set -k dataAlerts.checkIntervalInMinutes (default: 60 minutes).

Refresh Trigger: Also checks post-extract refresh for immediate updates.

Option A (Every 60 minutes): Correct.

Details: Default interval—Backgrounder polls every hour to evaluate alert conditions.

Config: Adjustable (e.g., -v 30 for 30 minutes).

Option D (Whenever extracts in the related workbook are refreshed): Correct.

Details: An extract refresh updates the data, triggering an immediate alert check to catch changes promptly.

Why: Ensures timely notifications without waiting for the next poll.

Option B (Every 10 minutes): Incorrect.

Why: Not the default—possible via config, but not standard.

Option C (Whenever a new extract is published): Incorrect.

Why: Publishing creates the extract; alerts trigger on refreshes or polling, not initial publication.

Why This Matters: Timing affects alert responsiveness—balancing frequency and server load is key.

Tableau Server’s minimum hardware recommendations for a production single-node deployment ensure reliable performance for small to medium workloads. As of the latest documentation:

CPU: 8 cores (2.0 GHz or higher) to handle concurrent users, rendering, and background tasks.

RAM: 32 GB to support in-memory processing (e.g., VizQL, Data Engine) and caching.

Disk Space: 50 GB free for installation, logs, extracts, and temporary files.

Let’s break it down:

Option C (8-Core CPU, 32 GB RAM, 50 GB free disk space): Correct. This matches Tableau’s official minimum for production:

8 cores ensure sufficient parallelism for processes like Backgrounder and VizQL.

32 GB RAM supports multiple users and extract refreshes.

50 GB disk space accommodates growth (initial install is ~1–2 GB, but logs and extracts expand).

Option A (4-Core, 16 GB RAM, 50 GB): Incorrect. Too low for production—4 cores and 16 GB RAM are below the threshold for reliable performance under load.

Option B (2-Core, 8 GB RAM, 15 GB): Incorrect. This is for non-production (e.g., trial) setups, insufficient for production stability.

Option D (4-Core, 64 GB RAM, 50 GB): Incorrect. 4 cores are inadequate, though 64 GB RAM exceeds the minimum (32 GB).

Why This Matters: Under-spec hardware can lead to slow performance, failed refreshes, or crashes in production—adhering to the minimum ensures stability.

Tableau Server is designed for production environments and is supported only on server-class operating systems, not desktop operating systems. As of the latest documentation (aligned with knowledge up to March 21, 2025), the supported operating systems for Tableau Server on Windows are:

Windows Server 2016

Windows Server 2019

Windows Server 2022 (added in later versions, but relevant as of 2025).

Desktop operating systems like Windows 7 or Windows 10 are not supported for production installations due to stability, security, and performance requirements.

Option A (Windows 7): Incorrect. Windows 7 is a desktop OS and is not supported for Tableau Server. It’s also end-of-life as of January 2020.

Option B (Windows 10): Incorrect. Windows 10 is a desktop OS and not supported for production Tableau Server deployments, though it may be used for testing in non-production scenarios.

Option C (Windows Server 2019): Correct. This is a supported server OS for Tableau Server.

Option D (Windows Server 2016): Correct. This is also a supported server OS for Tableau Server.

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.

Data-driven alerts in Tableau Server allow users to receive notifications when data in a view meets certain conditions (e.g., a sales metric exceeds a threshold). By default, this feature is disabled for a site unless explicitly enabled by an administrator.

Option C (Change the data-driven alerts setting on the new site's Settings page): This is the correct answer. In the Tableau Server web interface, a site administrator can navigate to the site’s Settings > General page and enable the option "Let users create data-driven alerts." This must be done manually because the default setting for a new site is disabled. Once enabled, users with appropriate permissions (e.g., Viewer, Explorer, or Creator roles) can create alerts on views they have access to.

Option A (Enable data-driven alerts on the TSM Configuration page): This is incorrect because the TSM Configuration page (accessed via the TSM web UI or CLI) manages server-wide settings like ports, authentication, and processes, not site-specific features like data-driven alerts.

Option B (Run the tsm configuration set -k dataAlerts.checkIntervalInMinutes -v 60 command): This is incorrect. The dataAlerts.checkIntervalInMinutes key controls how frequently Tableau Server checks alert conditions (default is 60 minutes), but it does not enable the feature itself. The feature must first be turned on at the site level.

Option D (No action is necessary): This is incorrect because the default setting for data-driven alerts is off for new sites, requiring explicit action to enable it.

Tableau Server uses a PostgreSQL database as its repository to store metadata, user information, and permissions. In a high-availability (HA) setup with multiple nodes, there are typically two repository instances: one active and one passive. The "preferred active repository" refers to designating which repository instance should take priority as the active one. This is managed through Tableau Services Manager (TSM).

The correct method to set the preferred active repository is by using the tsm configuration set command. Specifically, you would use a command like:

tsm configuration set -k pgsql.preferred_host -v

This command allows an administrator to specify the preferred host for the active repository, ensuring control over which node takes precedence in an HA environment.

Option B (tabcmd set command) is incorrect because tabcmd is a command-line utility primarily used for administrative tasks like managing users, groups, and content (e.g., publishing workbooks), not for configuring server topology or repository settings.

Option C (TSM browser client's Maintenance page) is incorrect because the Maintenance page in the TSM web interface is used for tasks like backups, restores, and cleanup, but it does not provide an option to set the preferred active repository.

Option D (TSM browser client's Configuration Topology page) is partially relevant since the Topology page displays the current configuration of services across nodes, including the repository. However, it does not allow direct modification of the preferred active repository; this must be done via the tsm command line.

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.

To force Tableau Server to require the setup of a new administrator account (e.g., resetting the server to an initial setup state), the tsm reset command is the appropriate tool. This command resets Tableau Server’s administrative configuration, including the TSM administrator account, while preserving content like workbooks and data sources.

Option B (Run the tsm reset command): Correct. Running tsm reset clears the current TSM administrator credentials and configuration settings. The next time you access TSM (e.g., via the web interface or CLI), it prompts you to set up a new administrator account, mimicking the initial setup process. Command: tsm reset --username --password .

Option A (Edit tabsvc.yml): Incorrect. The tabsvc.yml file contains service configuration data, but manually editing it is not supported or recommended for resetting the administrator account. It could also corrupt the installation.

Option C (Run the tsm register command): Incorrect. The tsm register command is used to register Tableau Server with a new product key or identity store, not to reset the administrator account.

Option D (Reinstall Tableau Server): Incorrect. Reinstallation wipes the entire server, including content, and is overkill for this task. The tsm reset command achieves the goal without data loss.

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.

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.

Tableau Server can record performance metrics for workbooks to troubleshoot slow-loading views. This feature must be enabled at the site level (viaSettings > General > Allow Performance Recording). Once enabled, you can trigger recording for a specific view by modifying its URL.

The correct syntax is to append :record_performance=yes& to the view URL, immediatelyafter the session ID. For example:

Original URL: http://server/#/site/my-site/views/workbook/view?:iid=1

Modified URL: http://server/#/site/my-site/views/workbook/view?:iid=1:record_performance=yes &

After loading the view with this parameter, a performance recording is generated and accessible via thePerformanceoption in the toolbar.

Option B (Type :record_performance=yes& at the end of the view URL, immediately after the session ID): Correct. This follows Tableau’s documented method for enabling performance recording.

Option A (Click the Performance link in the toolbar): Incorrect. The Performance link appears only after recording is triggered via the URL; it’s not the method to enable it.

Option C (Type :record_performance=yes& immediately before the session ID): Incorrect. The parameter must follow the session ID (e.g., :iid=1) to function correctly.

Option D (Delete the session ID in the URL and reload the view): Incorrect. The session ID is required for the view to load properly; removing it breaks the URL.

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 multiple authentication methods, including Local Authentication, Active Directory, Kerberos, SAML, and OpenID Connect.OpenID Connect (OIDC)is an identity layer built on OAuth 2.0, commonly used for single sign-on (SSO). In Tableau Server, OIDC is implemented as a variant ofSAML(Security Assertion Markup Language) authentication because both are SSO protocols managed through the same configuration workflow.

To use OpenID Connect:

Configure Tableau Server for SAML/SSO.

Provide an OIDC-compatible identity provider (IdP) configuration (e.g., Google, Okta).

Set up the IdP metadata and certificates in TSM.

Option D (SAML): Correct. Tableau Server treats OIDC as a subset of its SAML authentication framework, so you configure it under the SAML settings in TSM.

Option A (Local Authentication): Incorrect. Local Authentication uses Tableau’s internal user database, not an external SSO protocol like OIDC.

Option B (Kerberos): Incorrect. Kerberos is a network authentication protocol for Windows environments, unrelated to OIDC.

Option C (Active Directory): Incorrect. AD uses LDAP or Kerberos, not OIDC, for authentication.