This two-day Tableau Server Administration training course provides in-depth coverage of Tableau Server Administration, we provide a licensed environment, materials and hands-on labs. The knowledge and skills acquired are best geared toward those who will be administering a Tableau Server installation, including managing content, users, and permissions. There is no pre-requisite required.

At the end of this course, you will have explored the areas below and more:

  • 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

Course Outline

Module 1: Tableau Server Overview

  • Tableau Product Line
  • End-User Abilities

Module 2: Tableau Server Architecture

  • Component Function
  • Server Diagrams
  • Single Server Installation
  • Technical Speci cations
  • Tableau Server Installation Checklist
  • Con guration Options
  • Resolutions for Common Installation Issues • Installing Tableau Server Software

Module 3: 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 4: 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 Group
  • Granting Permissions to Projects
  • Creating a Project Leader
  • Publishing and Changing Ownership of a Workbook
  • Moving a Workbook
  • Site Administration

Module 5: 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 6: Automating Server Tasks

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

Module 7: 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 8: Upgrading Tableau Server

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

Module 9: Log Files Administration

  • Overview of Log Files
  • Archiving Log Files

Module 10: Data Security

  • Controlling What Users Can See
  • User Filters