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Course Overview
Discover how to manage, maintain, and monitor a Tableau Server site. In this 2-day instructor-led course, learn how to configure essential site elements, including users and groups, tasks and jobs, extraction and subscription schedules, data sources, workbooks, and projects. Create a secure digital workspace experience that promotes the sharing of data-driven insights, inspires team collaboration, and champions Tableau site planning best practices.
Who Should Attend
- This course is designed for new administrators who are responsible for managing, maintaining, and monitoring a Tableau site.
- ?Please Note: This course is taught using a Tableau Server in a Windows Server environment.
Course Objectives
- Create and manage a Tableau Server site that champions site planning best practices.
- Explain the role of governance as it relates to Tableau Cloud and Tableau Server.
- Publish data sources and workbooks that can be shared amongst team members.
- Monitor Tableau site utilization, adoption, and content.
Course Outline
1. Introduction to Tableau Server Sites
- Define Tableau Server Sites
- Understand Environment User Interface
- Review Environment Portal Basics
2. Tableau Server User Interface
- Examine the Navigation Panel
- Discover the Help Menu
- Execute Site-Level Searches Using Quick and Full Search
3. Site Users
- Import Users from a .CSV File
- Import an Active Directory (AD) Group
- Determine User Permissions
4. Site Groups
- Verify AD Group Settings
- Create Local Groups
- Add Users to Local Groups
5. Site Schedules
- Review an Extract Refresh Schedule
- Understand a Flow Schedule
- Examine a Subscription Schedule
6. Tasks and Jobs
- Run Extract Refreshes and View Their Jobs
- Run Flows and View Their Jobs
- Review Schedule and Alert Options
7. Site Projects
- Configure the Default Project
- Establish Default Project Permission Rules
- Create Projects
- Set Project Permission Rules
8. Data Source Publication
- Publish a Data Source with a Live Connection
- Review a Published Data Source in Ask Data
- Create and Publish a Server File Extract
- Create and Publish a Local File Extract
- Certify a Data Source
9. Flow and Workbook Publication
- Design and Publish a Flow Using Web Authoring
- Publish a Workbook
- Utilize Revision History
- Manage Data Content
10. User Filters
- Create Manual Workbook User Filters
- Apply Automatic Workbook User Filters
- Implement Automatic Data Source Filters
11. Site Monitoring and Maintenance
- Manage Extract Refreshes
- Evaluate Flows
- Monitor Subscriptions
12. Workbook Performance
- Diagnose and Improve a Low-Performing Workbook
13. Additional Site Administrator Views and Task Automation
- Run a Schedule and Extract Refresh Using tabcmd
- Set Up a Sales Team Using tabcmd