Tableau Server Administration (TSA201)

Price
$2,700.00 USD

Duration
3 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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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.

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.

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.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/en/content/learn/trails/tour-the-tableau-environment

Agenda

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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We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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