Tableau Server Administration

The Tableau Training Series | QuickStart to Tableau Server Administrative Use and Tasks

TTDTAB005

Introductory

2 Days

Course Overview

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.

 

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.

Course Objectives

Working within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn 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

Course Prerequisites

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.

Course Agenda

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

Course Materials

Each student will receive a Student Guide with course notes, code samples, software tutorials, diagrams and related reference materials and links (as applicable). Our courses also include step by step hands-on lab instructions and and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the course environment software and set up files, project files (or code, if applicable) and solutions required for the hands-on work.

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Attend a Course

Please see the current upcoming available open enrollment course dates posted below. Please feel free to Register Online below, or call 844-475-4559 toll free to connect with our Registrar for assistance. If you need additional date options, please contact us for scheduling.

Course Title Days Date Time Price
Tableau Server Administration 2 Days Apr 22 to Apr 23 10:00 AM to 06:00 PM EST $1,495.00 Register
Tableau Server Administration 2 Days May 27 to May 28 10:00 AM to 06:00 PM EST $1,495.00 Register
Tableau Server Administration 2 Days Aug 26 to Aug 27 10:00 AM to 06:00 PM EST $1,495.00 Register
Tableau Server Administration 2 Days Oct 7 to Oct 8 10:00 AM to 06:00 PM EST $1,495.00 Register
Tableau Server Administration 2 Days Nov 18 to Nov 19 10:00 AM to 06:00 PM EST $1,495.00 Register

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