Tableau Server Administration (TTDTAB005)

Course Objectives

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

2. Tableau Server Architecture

• Component Functions
• Server Diagrams

3. Single Server Installation

• Technical Specifications
• Tableau Server Installation Checklist
• Configuration Options
• Resolutions for Common Installation Issues
• Installing Tableau Server Software

4. 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

5. 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

6. 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

7. Automating Server Tasks

• Automating and Programming Server Tasks
• Tabadmin; Tabcmd
• Using the REST API

8. 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

9. Upgrading Tableau Server

• Preparing to Upgrade
• Upgrading Software on the Same Machine
• Modifying the Authentication Method
• Importing AD Groups

10. Log Files Administration

• Overview of Log Files
• Archiving Log Files

11. 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.