Tableau Server Administration Course Outline
(2 days)
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
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