Tableau Server Administration (TSA201)

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Course Overview

Learn best practices around Tableau Server installation and configuration in this foundational course for Tableau Server administrators. In this 3-day instructor-led course, our expert instructors focus on enterprise governance, security, performance, scalability, and more to help you get the most out of your Tableau deployment.

Who Should Attend

  • This course is designed for Tableau Server administrators who are responsible for installing and configuring Tableau Server, in addition to site implementation, management, or monitoring.
  • Please Note: This course is taught using a Tableau Server in a Windows Server environment.

Course Objectives

    • Plan a Tableau Server deployment.
    • Configure Tableau Server.
    • Manage users.
    • Implement a functional security model.
    • Certify data sources.
    • Publish workbooks.
    • Manage extract refreshes, alerts, and subscriptions.

Course Outline

1. Introduction to Tableau

2. Tableau Server Deployment

  • Build a Tableau Blueprint

3. Tableau Server Installation

  • Select an Installation Method
  • Install Server Software
  • Configure After Installation

4. Security Features Setup

  • Harden Security
  • Set Security Features

5. Tableau Desktop Installation on the Server

  • Deploy Tableau Desktop

6. Tableau Server User Interface (UI)

  • Define Server Content Types and Objects
  • Search on Tableau Server
  • Import Users from a CSV
  • Change a User’s Site Role
  • Import Individual Active Directory (AD) Users
  • Import AD Groups
  • Update Account Settings
  • Review the Server Status Page
  • Assess the General, Licenses, and Extensions Pages
  • Create and Delete a Site
  • Edit a Project Name and Description
  • Add a Workbook Description

7. Functional Security and Permissions

  • View Project Permissions
  • Remove Permissions on the Default Project
  • Compare Workbook Permissions in Unlocked and Locked Projects

8. Functional Security Implementation

  • Create Functional Local Groups
  • Add Users to Groups
  • Create Projects Using tabcmd
  • Set Permission Rules for Projects Using the UI
  • Establish Default Permission Rules for Projects Using the REST API

9. Data Source Publication, Security, and Certification

  • Publish a Data Source with a Live Connection
  • Review a Published Data Source in Ask Data Using a Lens
  • Create and Publish a Structured Query Language (SQL) Extract
  • Create and Publish an Extract of a Local File
  • Automate Workbook User Filter
  • Implement Data Source User Filter
  • Certify a Data Source

10. Workbook Publication

  • Publish Content to a Sandbox Project
  • Publish Content to a Production Project
  • Use a Backup To Populate Content

11. Recommended Data Sources and Revision History

  • Access Recommended Data Sources
  • View Data Source Revision History
  • Review Workbook Revision History

12. Schedules, Tasks, and Jobs

  • Set Extracts on a Refresh Schedule
  • Establish a Data-Driven Alert
  • Run an Extract Refresh
  • Troubleshoot an Extract Refresh Failure
  • Republish the Local Extract
  • Verify the Resolution of the Extract Refresh Failures
  • Subscribe to a View
  • Run a Subscription

13. Server Status

  • View Admin Alert Emails

14. Server Activity Audits

  • View Server Status
  • Archive Log Files from the TSM UI
  • Deprecate Log Files from the TSM Command Line
  • Use Logshark
  • Publish a Repository Data Source

15. Server Performance

  • Create a Performance Recording

16. Daily Maintenance

  • Automate Daily Backups

17. Server Customization

  • Customize Tableau Server

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Class Dates & Times

Class times are listed Mountain time

This is a 3-day class

Price (CAD): $3,699.00

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