Tableau Server Administration
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 Information
Price:
Duration:
Certification:
Exam:
Continuing Education Credits:
Learning Credits:
Check out our full list of training locations and learning formats. Please note that the location you choose may be an Established HD-ILT location with a virtual live instructor.
Train face-to-face with the live instructor.
Access to on-demand training content anytime, anywhere.
Attend the live class from the comfort of your home or office.
Interact with a live, remote instructor from a specialized, HD-equipped classroom near you. An SLI sales rep will confirm location availability prior to registration confirmation.
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Prerequisites:
Target Audience:
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 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 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
