Tableau Server Administration Course Outline
(2 days)
Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.
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
View outline in Word
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