With over $5 trillion in assets under management, Vanguard requires a secure, flexible, and fast data and analytics platform. By deploying Tableau on AWS, Vanguard was able to move from their private cloud to the AWS Cloud, and significantly reduce the administrative workload of Vanguard's IT team, allowing them to focus on innovating. In this session, learn how mission-critical processes such as configuring deployments, adding nodes, and creating backups are automated via scripts. Expect to leave with a clear picture of how a global deployment of Tableau on AWS supports peak surges and avoids the sunk costs of on-premises hardware. This session is brought to you by AWS partner, Tableau Software.

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Vanguard’s Journey with
Tableau to the AWS Cloud
Mark Jewett
VP Product Marketing
Tableau
Sharan Patil
Sr. CTO Program Manager Cloud
Vanguard

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Tableau + AWS

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Agenda
• Vanguard introduction
• Migration objectives
• Migration challenges
• Deployment overview
• Recap and next steps
• Key takeaways

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Vanguard introduction
• One of the world's largest investment management companies
• Appx. 380 low-cost traditional funds and ETFs
• 19 locations worldwide with over 16K crew members
• Over $5 trillion in global assets under management
• Offers large selection of low-cost mutual funds, ETFs, advice, and related
services

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Tableau at Vanguard
• 2013-2014—First deployment
• Key visualization platform
• Internal and external consumption
• Significant growth
• Various use cases

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Objectives
• Enterprise push to migrate data and compute to cloud
• Accommodate business growth
• Improve performance and scalability
• Visualization where the data resides
• Measure and charge back
• Reduce on-premises server footprint

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• Flexibility
• Scalability
• Availability
• Security
• Auditability
• Governance and controls
• DevOps
Cloud native design

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Challenges
• Security and controls
• Architecture and infrastructure
• Licensing model
• Secure data source connectivity
• User and content migration

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Security and controls
• Data encryption at rest
• Data encryption in transit
• Authentication
• Access control
• Data governance and risk controls

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Architecture and infrastructure
• Lift and shift
• Re-architect/refactor
• One enterprise Tableau cluster
 Multi-cluster Tableau architecture
• Hosting (Tableau Online)
 Cluster per LOB

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Licensing model
• Core-based licensing
• Deploy set number of cores to single or multiple server cluster
• No constraints on the number of users
• Limited architecture flexibility
 User-based licensing
• Deploy unlimited cores to single or multiple server cluster
• Each user needs to be licensed
• Scales well as data and compute needs increase
• Provides greater architecture flexibility

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Secure data source connectivity
• Data in cloud
• AWS sources (Amazon EMR, Amazon Simple Storage Service (Amazon S3), Postgres,
Amazon Redshift)
• Data on-premises
• File share (Excel, CSV, ACCESS)
• On-prem RDBMS (DB2, Oracle, MS SQL Server)
• Composite (CIS)
• SharePoint

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Tableau migration—Architecture
Primary
Worker
Node 1
Worker
Node 2
Primary
8=cores
Worker
8=cores
Worker
8=cores
Worker
8=cores
Worker
8=cores
Worker
primary
Primary
8=cores
Worker
8=cores
Worker
8=cores
Worker
8=cores
Worker
8=cores
Worker
primary
8=cores
Worker
8=cores
Worker
primary
8=cores
Worker
8=cores
Worker
primary
Primary
8=cores
Worker
8=cores
Worker
Tableau on the AWS Cloud
8=cores
Worker
LOB 1 AWS A/C LOB 2 AWS A/C LOB 3 AWS A/C
LOB 4 AWS A/C LOB 5 AWS A/C LOB 6 AWS A/C LOB 7 AWS A/C
Tableau on-prem cluster
Enterprise Tableau
Cluster
LOB 1
Cluster
LOB 2
Cluster
LOB 3
Cluster
LOB 4
Cluster
LOB 5
Cluster
LOB 6
Cluster
LOB 7
Cluster

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AWS Data
Implementation overview
Spectrum
Raw
Business Use
Sandbox
Server Cluster
On-premise Data
File Share
DB2, Oracle, SQL Server
Viewers
Explorers
Creators
Data
warehouse
Operational
Data
Amazon
EMR
Amazon Athena
Amazon Redshift
Spectrum
Amazon S3
Amazon Redshift
Amazon RDS

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Content migration approach
• Full backup-restore
• Site export-import
• Batch job (API)
 Manual content publishing
Reasons
• Source data changes
• Secure data source connectivity
• Re-factor and redesign site and workbooks
• Tableau version compatibility and architecture changes

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Current status
• Enabled automated Tableau cluster install AWS CloudFormation
Template
• Enabled multiple Tableau clusters on AWS
• Enabled key AWS and on-premises data sources
• User and content migration in progress

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Recap migration objectives
 Enterprise push to migrate data and compute to cloud
 Accommodate business growth
 Improve performance and scalability
 Visualization where the data resides
 Measure and charge back
 Reduce on-premises server footprint

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Next steps
• Auto scaling and high availability
• Enable additional AWS and on-premises data sources
• Upgrade to 2018.X version
• Leverage Tableau Hyper capabilities
• Service catalog enablement

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Key takeaways
• Security and data governance considerations
• Architecture impact
• Licensing implication
• Content and user migration strategy

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34. Thank you!
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