Tableau Server Administration
Course Objectives
This skills-focused course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. 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
Course Prerequisites
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 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.
- 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
e for all participants.
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