Tableau Server Administration

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2 Days Instructor-led

QuickStart to Tableau Server Administrative Use and Tasks

Tableau Server Administration is a two-day, fast paced hands-on course that 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.

Course Outline

Part 1:  Tableau Server Overview

  1. Tableau Product Line
  2. End-User Abilities

Part 2:  Tableau Server Architecture

  1. Component Functions
  2. Server Diagrams

Part 3:  Single Server Installation

  1. Technical Specifications
  2. Tableau Server Installation Checklist
  3. Configuration Options
  4. Resolutions for Common Installation Issues
  5. Installing Tableau Server Software

Part 4:  User Experience

  1. Content Navigation, Searching, and Filtering
  2. Exploring Server Content Types and Objects
  3.  Updating Account Settings
  4. Setting the Start Page
  5. Viewing Version Information
  6. Renaming a Project
  7. Adding a Workbook Description

Part 5: Authorization and Permissions

  1. Administrator Settings
  2. Authorization Overview
  3. Functional Security Model
  4. Site Roles
  5. Content Ownership and Permissions
  6. Permission Rules and Capabilities
  7. Permissions and the Default Project
  8. Creating Projects, Local Groups, and a Local User
  9. Importing Users and Adding Users to Groups
  10. Granting Permissions to Projects
  11. Creating a Project Leader
  12. Publishing and Changing Ownership of a Workbook
  13. Moving a Workbook
  14. Site Administration

Part 6:  Data Sources, Extracts, Schedules, and Subscriptions

  1. Creating, Publishing, and Connecting to a Data Source
  2. Data Engine and File Store
  3. Creating and Publishing Extracts
  4. Backgrounder
  5. Schedules
  6. Subscriptions
  7. Enabling Subscriptions and Alerts
  8. Automating Server Tasks
  9. Automating and Programming Server Tasks
  10. Tabadmin
  11. Tabcmd
  12. Using the REST API

Part 7:  Monitoring Server

  1. Viewing Server Status
  2. Admin Alerts
  3. Viewing Email Alerts and Admin Views
  4. Enabling Access to the Repository
  5. Custom Admin Views
  6. Licensing Information
  7. Performance Recording

Part 8:  Upgrading Tableau Server

  1. Preparing to Upgrade
  2. Upgrading Software on the Same Machine
  3. Modifying the Authentication Method
  4. Importing AD Groups

Part 9:  Log Files Administration

  1. Overview of Log Files
  2. Archiving Log Files

Part 10:  Data Security

  1. Controlling What Users Can See
  2. User Filters

This course is also available on our public schedule via Live Virtual Classroom:

Contact us here.