When does class start/end?
Classes begin promptly at 9:00 am, and typically end at 5:00 pm.
Tableau Server Administration
This course is designed for Tableau Server administrators tasked with the installation and configuration of Tableau Server in addition to the implementation, management, or monitoring of sites. Note:...
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$2,700 USD
Course Code
TSA201
Duration
5 days
Available Formats
Classroom, Virtual
This course is designed for Tableau Server administrators tasked with the installation and configuration of Tableau Server in addition to the implementation, management, or monitoring of sites. Note: This class is taught using Tableau Server in a Windows server environment.
Skills Gained
When you complete this course, you will be able to:
- Plan a Tableau Server deployment.
- Install and configure Tableau Server.
- Add and manage users.
- Create and implement a functional security model.
- Publish, secure, and certify data sources.
- Publish workbooks.
- Manage extract refreshes, alerts, and subscriptions.
Who Can Benefit
Admin
Course Details
Course Outline
Tableau Overview
The Class Environment
- Superstore Scenario
Planning a Tableau Server Deployment
- Tableau Blueprint
Installing a Tableau Server
- Installation Methods
- Installing Server Software
- Post Installation Configuration
Setting Security Features
- Security Hardening
- Setting Security Features
Installing Tableau Desktop on the Server
- Deploying Tableau Desktop
Reviewing the Tableau Server UI
- Server Content Types and Objects
- Searching on Tableau Server
- Importing Users from a CSV
- Changing a User’s Site Role
- Importing Individual AD Users
- Importing AD Groups
- Updating Account Settings
- Reviewing the Server Status Page
- Reviewing the General, Licenses, and Extensions Pages
- Creating and Deleting a Site
- Editing a Project Name and Description
- Adding a Workbook Description
Understanding Functional Security and Permissions
- Viewing Project Permissions
- Removing Permissions on the Default Project
- Comparing Workbook Permissions in Unlocked and Locked Projects
Implementing Functional Security
- Creating Functional Local Groups
- Adding Users to Groups
- Creating Projects Using tabcmd
- Setting Permission Rules for Projects Using the UI
- Setting Default Permission Rules for Projects Using the REST API
Publishing, Securing, and Certifying Data Sources
- Publishing a Data Source with a Live Connection
- Reviewing a Published Data Source in Ask Data Using a Lens
- Creating and Publishing a SQL Extract
- Creating and Publishing an Extract of a Local File
- Automatic Workbook User Filter
- Automatic Data Source User Filter
- Certifying a Data Source
Publishing Workbooks
- Publishing Content to a Sandbox Project
- Publishing Content to a Production Project
- Using a Backup to Populate Content
Reviewing Recommended Data Sources and Revision History
- Viewing Recommended Data Sources
- Viewing Data Source Revision History
- Viewing Workbook Revision History
Working with Schedules, Tasks, and Jobs
- Setting Extracts on a Refresh Schedule
- Setting a Data-Driven Alert
- Running an Extract Refresh
- Troubleshooting an Extract Refresh Failure
- Republishing the Local Extract
- Verifying the Resolution of the Extract Refresh Failures
- Subscribing to a View
- Running a Subscription
Monitoring Server Status
- Viewing Admin Alert Emails
Auditing Server Activity
- Viewing Server Status
- Archiving Log Files from the TSM UI
- Archiving Log Files from the TSM Command Line
- Using Logshark
- Publishing a Repository Data Source
Monitoring Server Performance
- Creating a Performance Recording
Automating Daily Maintenance
- Automating Daily Backup
Customizing Your Server
- Customizing Tableau Server
