Tableau Server Administration (TTDTAB005)

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

Course Code: TTDTAB005

Skill Level: Introductory

Duration: 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.

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

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.

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