Essential Skills Gained

Design efficient workflows for managing Tableau Server content and users.

Implement secure and scalable authentication and permission models.

Understand and utilize Tableau Server's REST API and command-line utilities.

Monitor and troubleshoot server performance and upgrade processes.

Format

Instructor-led
2 days with lectures and hands-on labs.

Audience

New Tableau Server administrators
IT professionals
Data managers
Business analysts

Description

Tableau Server Administration is a two-day course that provides new users with in-depth coverage of Tableau Server administration, providing you with hands-on experience administering a Tableau Server installation, including exploring managing content, users, and permissions. Throughout the course you’ll explore User interactions with Tableau Server, Tableau Server components, and key steps for installation, configuration, administration and monitoring. You’ll also work with command-line utilities and REST API, learn about upgrading a single-server installation to a new version, and modifying the authentication method. You’ll exit the course ready to put these new admin, config and installation skills right to work right after the course ends. NOTE: The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.

Upcoming Course Dates

No upcoming dates. Please check back later.

Course Outline

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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

Tableau Server Administration