Tableau Server Administration

Live Classroom
Duration: 2 days
Live Virtual Classroom
Duration: 2 days
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Tableau Server Administration is a two-day, fast-paced hands-on training course that covers an in-depth discussion of Tableau server administration. The course helps participants acquire all the necessary skills and knowledge for administering the installation of a Tableau server, manage the content, users as well as the permissions. During the course, the participants are guided by a senior instructor who has a deep understanding of Tableau and its most current features, benefits and functionality across a wide range of uses. However, this is not an official Tableau training.

What You'll Learn

  • 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 to a single-server installation to a new version
  • Modifying the authentication method


  • Tableau Product Line
  • End-User Abilities

  • Component Functions
  • Server Diagrams

  • Technical Specifications
  • Tableau Server Installation Checklist
  • Configuration Options
  • Resolutions for Common Installation Issues
  • Installing Tableau Server Software

  • 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

  • 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

  • Creating, Publishing, and Connecting to a Data Source
  • Data Engine and File Store
  • Creating and Publishing Extracts
  • Backgrounder
  • Schedules
  • Subscriptions
  • Enabling Subscriptions and Alerts

  • Automating and Programming Server Tasks
  • Tabadmin
  • Tabcmd
  • Using the REST API

  • Viewing Server Status
  • Admin Alerts
  • Viewing Email Alerts and Admin Views
  • Enabling Access to the Repository
  • Custom Admin Views
  • Licensing Information
  • Performance Recording

  • Preparing to Upgrade
  • Upgrading Software on the Same Machine
  • Modifying the Authentication Method
  • Importing AD Groups

  • Overview of Log Files
  • Archiving Log Files

  • Controlling What Users Can See
  • User Filters
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Who should attend

The course is highly recommended for –

  • Integration analysts
  • Data analysts
  • Data visualizers
  • Financial analysts
  • Business analysts
  • Programmers
  • Business intelligence professionals


This is an introductory-level course. Participants would benefit from having some experience working with data, irrespective of their technical or analytical background.

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