Description
Who should attend
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
This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Our engaging instructors and mentors are highly experienced practitioners who bring years of current “on-the-job” experience into every classroom.
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
Outline: Tableau Server Administration (TTDTAB005)
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
Hands-on Access Made Simple. All course labs and solutions, data sets, Tableau course software (limited trial version), detailed courseware, lab guides and resources (as applicable) are provided for attendees in our easy access, no installation required, remote lab environment for the duration of the course. Our tech team will help set up, test and verify lab access for each attendee prior to the course start date, ensuring a smooth start to class and successful hands-on course experience for all participants.