Tableau Server Administration (TTDTAB005)

Tableau Server Administration is a two-day course that provides new users with in-depth coverage of Tableau Server administration, providing you with hands-on experience administering a Tableau Server installation, including exploring managing content, users, and permissions. Throughout the course you’ll explore User interactions with Tableau Server, Tableau Server components, and key steps for installation, configuration, administration and monitoring. You’ll also work with command-line utilities and REST API, learn about upgrading a single-server installation to a new version, and modifying the authentication method.

You’ll exit the course ready to put these new admin, config and installation skills right to work right after the course ends.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience interests and skill-level.

1. Tableau Server Overview
   • Tableau Product Line
   • End-User Abilities
2. Tableau Server Architecture
   • Component Functions
   • Server Diagrams
3. Single Server Installation
   • Technical Specifications
   • Tableau Server Installation Checklist
   • Configuration Options
   • Resolutions for Common Installation Issues
   • Installing Tableau Server Software
4. 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
5. 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
6. 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
7. Automating Server Tasks
   • Automating and Programming Server Tasks
   • Tabadmin; Tabcmd
   • Using the REST API
8. 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
9. Upgrading Tableau Server
   • Preparing to Upgrade
   • Upgrading Software on the Same Machine
   • Modifying the Authentication Method
   • Importing AD Groups
10. Log Files Administration
    • Overview of Log Files
    • Archiving Log Files
11. Data Security
    • Controlling What Users Can See
    • User Filters