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Tableau Server Administration

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...

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By Request
$2,700 USD
Duration 3 days
Course Code TSA201
Available Formats Classroom

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.

Skills Gained

When you complete this class, you will be able to:

  • 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.

Who Can Benefit

This is a technical course designed for Tableau Server administrators who are responsible for installing and configuring Tableau Server, in addition to site implementation, management, or monitoring.

Course Details

Course Outline

Tableau Server Deployment

  • Build a Tableau Blueprint

Tableau Server Installation

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

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

Functional Security and Permissions

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

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

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

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

Workbook Publication

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

Recommended Data Sources and Revision History

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

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

Server Status

  • View Admin Alert Emails

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

Server Performance

  • Create a Performance Recording

Daily Maintenance

  • Automate Daily Backups

Server Customization

  • Customize Tableau Server
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Topics, material and specially instructor (Graham Godfrey) was beyond my expectations.

The exit certified aws course provided a good introduction to the tools available on aws.

The class was very vast paced however the teacher was very good at checking in on us while giving us time to complete the labs.

Course was great and the instructor had an answer for anything that was asked during the course.

Although there seemed to be too many links for the course, everything worked smoothly.