Tableau Server Administration (TTDTABADM2)

COURSE OUTLINE:

Description

This course 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.

Audience
  • Software developers, system administrators, data scientists, analysts
  • Business intelligence and reporting professionals, visual analysts, project managers
Learning Objectives
  • 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
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