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

RELATED COURSES

Database Training
Tableau

Tableau Desktop Fundamentals (TTDTABDF2)

This course is designed to help you understand and use the important concepts and techniques in Tableau to move from simple to complex visualizations. You will also learn how to combine them in interactive dashboards.

Database Training
Tableau

Tableau Advanced

This course is designed to provide you with the skills required to become a Tableau power user. The course is designed for the professional who has solid working experience with Tableau and wants to take it to the next level. You should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch your head when working with more complex issues.

Database Training
Tableau

Tableau Fundamentals

As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of “big data” has exploded due to the rise of cloud computing which provide an abundance of computational power and storage, allowing organizations of all sort to capture, store data. Leveraging that data effectively can provide timely insights and competitive advantage.
The creation of data backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources, and allow users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories, that bring data to life and turn data into thoughtful action.