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

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