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Course
Tableau Server Administration
CompTIA Certified Badge
QuickStart to Tableau Server | Explore Administrative Essentials, Use, Tasks, Monitoring, Authentication and More
ID:TTDTAB005
Duration:2 Days
Level:Introductory
Format:

What You'll Learn

Overview

CompTIA Authorized Partner Badge

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. 

 

NOTE: 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. 

Course Schedule Available By Request - Contact Us
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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 explore:  

  • 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 

 

Need different skills or topics? If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate. We offer additional Tableau, reporting, data analytics, visualization and other related topics that may be blended with this course for a track that best suits your needs.  

 

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. 

Pre-Requisites

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. 

Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most. Course agenda, topics and labs are subject to adjust during live delivery in response to student skill level, interests and participation.  

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 

Related Courses

Tableau Desktop Fundamentals
Tableau Desktop II / Intermediate Tableau Desktop
Advanced Tableau

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Tailor your learning experience with Trivera Tech. Whether you need a custom course offering or want to schedule a specific date and time for corporate training, we are here to help. Our team works with you to design a solution that fits your organization's unique needs; whether that is enrolling a small team or your entire department. Simply let us know how many participants you'd like to enroll and the skills you want to develop, and we will provide a detailed quote tailored to your request.

Contact Trivera Today to discuss how we can deliver personalized training that equips your team with the critical skills needed to succeed!