Tableau Server Administration

QuickStart to Tableau Server | Explore Administrative Essentials, Use, Tasks, Monitoring, Authentication and More

TTDTAB005

Introductory

2 Days

Course Overview

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.

Course Objectives

This skills-focused course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  Working in a hands-on learning environment led by our expert facilitator, students will learn how 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

Need different skills or topics?  If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate.  We offer additional Tableau, reporting, data analytics, visualization and other related topics that may be blended with this course for a track that best suits your needs.

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.

Related Courses / Next Steps: We offer a wide array of ‘next-step’ Tableau courses for various skill levels and roles. Please see the Related Courses tab for Pre-Requisite course specifics and links, other similar courses you might review as an alternative, as well as suggested Next-Step Follow-On Courses and Learning Path recommendations.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience interests and skill-level.

  1. Tableau Server Overview
  • Tableau Product Line
  • End-User Abilities
  1. Tableau Server Architecture
  • Component Functions
  • Server Diagrams
  1. Single Server Installation
  • Technical Specifications
  • Tableau Server Installation Checklist
  • Configuration Options
  • Resolutions for Common Installation Issues
  • Installing Tableau Server Software
  1. 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
  1. 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
  1. 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
  1. Automating Server Tasks
  • Automating and Programming Server Tasks
  • Tabadmin; Tabcmd
  • Using the REST API
  1. 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
  1. Upgrading Tableau Server
  • Preparing to Upgrade
  • Upgrading Software on the Same Machine
  • Modifying the Authentication Method
  • Importing AD Groups
  1. Log Files Administration
  • Overview of Log Files
  • Archiving Log Files
  1. Data Security
  • Controlling What Users Can See
  • User Filters

Course Materials

Student Materials: Each participant will receive a digital Student Guide and/or Course Notes, code samples, software tutorials, step-by-step written lab instructions (as applicable), diagrams and related reference materials and resource links. Students will also receive the project files (or code, if applicable) and solutions required for the hands-on work.

Hands-On Setup Made Simple! Our dedicated tech team will work with you to ensure our ‘easy-access’ cloud-based course environment, or local installation, is accessible, fully-tested and verified as ready to go well in advance of the course start date, ensuring a smooth start to class and effective learning experience for all participants. In some cases we can also help you install this course locally if preferred. Please inquire for details and options.

Every-Course Extras = High-Value & Long-Term Learning Support! All Public Schedule courses include our unique EveryCourse Extras package (Course Recordings, Live Instructor Follow-on Support, Free *Live* Course Refresh Re-Takes, early access to Special Offers, Free Courses & more). Please inquire for details.

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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 Jan 11 to Jan 12 10:00 AM to 06:00 PM EST $1,495.00 Enroll
Tableau Server Administration 2 Days Mar 8 to Mar 9 10:00 AM to 06:00 PM EST $1,495.00 Enroll
Tableau Server Administration 2 Days May 17 to May 18 10:00 AM to 06:00 PM EST $1,495.00 Enroll
Tableau Server Administration 2 Days Jul 26 to Jul 27 10:00 AM to 06:00 PM EST $1,495.00 Enroll
Tableau Server Administration 2 Days Sep 27 to Sep 28 10:00 AM to 06:00 PM EST $1,495.00 Enroll

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