Tableau Server Administration (TTDTAB005)

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Duration

2 Days

12 CPD hours

This course is intended for

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.

Overview

This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Our engaging instructors and mentors are highly experienced practitioners who bring years of current 'on-the-job' experience into every classroom.
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

Description

This fast paced hands-on 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.

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
Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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