By Ramanathan Somasundaram,
Director – Data Analytics Services & Solutions Engineering.
This blog dives deep into the crucial prerequisites you need to address before embarking on a migration journey to Tableau Cloud. A well-planned migration unlocks the full potential of cloud-based analytics while minimizing disruptions to your organization.
Assessing Your Current Landscape
Before migrating, a thorough assessment of your existing data analytics infrastructure is essential. Here’s what you need to understand:
- Tableau Server Usage: Gauge the extent of your current Tableau Server usage. This includes the number of dashboards, the volume of data managed, and the typical user load. This knowledge helps determine the resources you’ll require in the cloud environment.
Data Governance and Compliance
Data security is paramount in the cloud. Ensure your data governance policies seamlessly align with Tableau Cloud‘s security measures, privacy practices, and compliance with relevant regulations. This might involve adapting your data handling procedures to meet Tableau Cloud’s security standards.
Equipping Your Team for Success
Preparing your team for the shift is vital. This involves training users and IT staff on the new features and operational changes associated with Tableau Cloud. Implementing an effective change management strategy fosters a smooth transition and accelerates adoption across your organization.
Technical Preparations
From a technical standpoint, ensure compatibility between your current systems, data formats, and Tableau Cloud. This might involve upgrading specific systems or converting data into compatible formats. Additionally, configure your network to guarantee secure and reliable access to Tableau Cloud services.
Choosing Your Data Migration Strategy
Deciding how to move your data is crucial. Consider whether a full migration or a phased approach is more suitable for your organization. Evaluate Tableau Cloud’s connectivity options, such as direct connections or using Tableau Bridge, to maintain live connections to on-premise data sources.
Testing: A Crucial Step
Before going live, conduct rigorous testing to ensure all aspects of your Tableau deployment function as expected in the cloud environment. This includes verifying that dashboards work correctly, data refreshes occur as scheduled, and user permissions are accurately mapped.
Backup and Disaster Recovery: Be Prepared
Develop a comprehensive backup and disaster recovery plan. While Tableau Cloud offers robust security and data protection, having a plan in place for data backup and recovery is essential to address any potential data loss or downtime during the migration.
Migrating to Tableau Cloud unlocks a treasure trove of benefits, including enhanced scalability, improved performance, and reduced IT overhead. By addressing these prerequisites, organizations can ensure a successful migration process that leverages the best of Tableau Cloud’s capabilities while minimizing disruption to their operations.
Recent Posts
Need fresh ideas? Here’s how to avoid groupthink
Need fresh ideas? Here’s how to avoid groupthink By Dominic Price November 12, 2018 What they say about following the leader is true: if that’s your game, you’ll always be a step behind. With competitors multiplying like fruit flies on last...
Server vs. Data Center – What’s right for you?
Server vs. Data Center – What’s right for you? By Maggie Roney , Product Marketer November 16, 2018 Many teams choose Atlassian Server products because they want or need control over their data and infrastructure. But did you know that Atlassian offers...
HOW JIRA CORE GETS THE GROOVE IN EMAIL MARKETING PROCESSES
HOW JIRA CORE GETS THE GROOVE IN EMAIL MARKETING PROCESSES Email has stood the test of time. While new technologies pop up every day, 91% of consumers check their email at least once a day and report it as their...
Leave a Comments
You must be logged in to post a comment.