Tableau Server Administration

Overview

This course 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.

Prerequisites

There are no knowledge prerequisites.

Course includes

Our Tableau Server Administration course includes extensive hands-on activities to reinforce the skills and knowledge attained.

At the end of this course, you will have explored the areas below and more:

• 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 Outline

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