This 3-day Tableau Server Administration training course provides in-depth coverage of the best practices for installing and administering Tableau Server. It will provide important information and practices on security, performance, governance, and scalability. The knowledge and skills acquired will position the student to fast track their way to creating a sound and extensible Tableau Platform. There are no prerequisites.

Duration:

  • Three days of live classroom or four days of virtual classroom instruction.

Course includes:

  • Our Tableau Server Administration course includes extensive hands-on activities to reinforce the skills and knowledge attained.

Course Outline:

Module 1: Tableau Server Overview

  • Tableau Product Line
  • End-User Abilities

Module 2: Tableau Server Architecture

  • Component Functions
  • Server Diagrams

Module 3: Single Server Installation

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

Module 4: 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

Module 5: 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

Module 6: 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

Module 7: Automating Server Tasks

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

Module 8: 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

Module 9: Upgrading Tableau Server

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

Module 10: Log Files Administration

  • Overview of Log Files
  • Archiving Log Files

Module 11: Data Security

  • Controlling What Users Can See
  • User Filters