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.
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.
- Live Classroom
Train face-to-face with the live instructor.
- Established HD-ILT Location
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.
- Virtual Remote
Attend the live class from the comfort of your home or office.
All Sunset Learning dates are guaranteed to run!
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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