Tableau Server Administration (TTDTAB005)

2 Days

12 CPD hours

This is an introductory-level course for Users new to Tableau who will be administering a Tableau Server installation, including managing content, users, and permissions.

This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Our engaging instructors and mentors are highly experienced practitioners who bring years of current 'on-the-job' experience into every classroom.
Working in a hands-on learning environment led by our expert facilitator, students will learn how to:
User interactions with Tableau Server
Tableau Server components
Single-server installation
Content administration
Authorization and permissions
Users, groups, and sites
Data sources and extracts
Schedules, tasks, and subscriptions
Monitoring server status
Command-line utilities and REST API
Upgrading a single-server installation to a new version
Modifying the authentication method

This fast paced hands-on course provides in-depth coverage of Tableau Server administration. The knowledge and skills acquired are best geared toward those who will be administering a Tableau Server installation, including managing content, users, and permissions.

Tableau Server Overview

• Tableau Product Line
• End-User Abilities

Tableau Server Architecture

• Component Functions
• Server Diagrams

Single Server Installation

• Technical Specifications
• Tableau Server Installation Checklist
• Configuration Options
• Resolutions for Common Installation Issues
• Installing Tableau Server Software

User Experience

• Content Navigation, Searching, and Filtering
• Exploring Server Content Types and Objects
• Updating Account Settings
• Setting the Start Page
• Viewing Version Information
• Renaming a Project
• Adding a Workbook Description

Authorization and Permissions

• Administrator Settings
• Authorization Overview
• Functional Security Model
• Site Roles
• Content Ownership and Permissions
• Permission Rules and Capabilities
• Permissions and the Default Project
• Creating Projects, Local Groups, and a Local User
• Importing Users and Adding Users to Groups
• Granting Permissions to Projects
• Creating a Project Leader
• Publishing and Changing Ownership of a Workbook
• Moving a Workbook
• Site Administration

Data Sources, Extracts, Schedules, and Subscriptions

• Creating, Publishing, and Connecting to a Data Source
• Data Engine and File Store
• Creating and Publishing Extracts
• Backgrounder
• Schedules
• Subscriptions
• Enabling Subscriptions and Alerts

Automating Server Tasks

• Automating and Programming Server Tasks
• Tabadmin
• Tabcmd
• Using the REST API

Monitoring Server

• Viewing Server Status
• Admin Alerts
• Viewing Email Alerts and Admin Views
• Enabling Access to the Repository
• Custom Admin Views
• Licensing Information
• Performance Recording

Upgrading Tableau Server

• Preparing to Upgrade
• Upgrading Software on the Same Machine
• Modifying the Authentication Method
• Importing AD Groups

Log Files Administration

• Overview of Log Files
• Archiving Log Files

Data Security

• Controlling What Users Can See
• User Filters