Tableau Server Administration (TSA201)
Guaranteed to Run
Price
$2,700.00
Duration
3 Days
Delivery Methods
Virtual Instructor Led Private Group
Delivery
Virtual
ESTDescription
Objectives
Prerequisites
Content
Course Description
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.
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
Course Content
Module 1: Introduction to Tableau
Module 2: Tableau Server Deployment
- Build a Tableau Blueprint
Module 3: Tableau Server Installation
- Select an Installation Method
- Install Server Software
- Configure After Installation
Module 4: Security Features Setup
- Harden Security
- Set Security Features
Module 5: Tableau Desktop Installation on the Server
- Deploy Tableau Desktop
Module 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
Module 7: Functional Security and Permissions
- View Project Permissions
- Remove Permissions on the Default Project
- Compare Workbook Permissions in Unlocked and Locked Projects
Module 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
Module 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
Module 10: Workbook Publication
- Publish Content to a Sandbox Project
- Publish Content to a Production Project
- Use a Backup To Populate Content
Module 11: Recommended Data Sources and Revision History
- Access Recommended Data Sources
- View Data Source Revision History
- Review Workbook Revision History
Module 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
Module 13: Server Status
- View Admin Alert Emails
Module 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
Module 15: Server Performance
- Create a Performance Recording
Module 16: Daily Maintenance
- Automate Daily Backups
Module 17: Server Customization
- Customize Tableau Server
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