Tableau Server Essentials
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Tableau Server Essentials Overview This course is designed as an overview for those who need to quickly learn the basics of administering a standard, out-of-the-box installation of Tableau Server. The course is also appropriate for those considering a deployment of Tableau Server, but who would like to learn more about the product prior to making a final decision. This course is primarily designed for IT professionals or technically savvy staff who will be responsible for the installation, administration, and maintenance of Tableau Server. Many of the concepts are covered from the perspective of deployments that are not overly large or complex. Those interested in advanced topics or detailed system integration of Tableau Server should consider the Tableau Server Comprehensive course instead. What you’ll be able to do after this course:
- Complete basic installation of Tableau Server
- Find the minimum requirements for installing Tableau Server
- List the (default) locations where Tableau Server files are installed
- Explain the permissions necessary for setting up the “Run As” user account to run Tableau Server
- List the (default) ports Tableau Server requires and describe how default ports can be changed during installation
- Explain the purpose of and manage product keys
- Describe the functionality provided by Tableau Server and how it extends the power of Tableau Desktop to a broader audience
- Describe how Tableau Server fits into the Tableau Product Suite and how the various products interact
- Explain reasons for choosing Tableau Server
- From an administrator’s perspective, describe how end-users interact with Tableau Server
- Create a visualization in Tableau Desktop
- Publish a visualization to Tableau Server
- Include data extracts and schedule updates when publishing to Tableau Server
- View and interact with visualizations published to Tableau Server
- Utilize embed tags and URL parameters to include Tableau visualizations in webpages, portals, and applications
- Describe the functions of each of the components of Tableau Server (gateway server, VizQL server, application server, data server, backgrounder, repository service, and extract host) and how they interact
- Describe the levels of security in Tableau Server and define how they are used
- List the options for authentication within Tableau Server and explain the benefits of each
- Describe authorization and the flow of permissions within Tableau Server
- Manage content permissions
- Describe how database security works in Tableau Server
- Manage users, groups, sites, and permissions in Tableau Server
- Add, edit, and delete user accounts
- License Tableau Server users
- Assign and manage users’ permissions
- Explain what content administrators do on Tableau Server
- Add, edit, and delete groups in Tableau Server
- Explain how multi-site installations of Tableau Server differ from single-site installations
- Add and manage sites in Tableau Server
- Describe content structures within Tableau Server
- Create projects in Tableau Server
- Assign workbooks to project on Tableau Server
- Assign permissions to workbooks and data sources
- Use the Tabadmin command line utility
- Start and stop Tableau Server
- Back up and clean up Tableau Server
- Change configuration settings
- A review of major themes and learning objectives from the course. Checklist ‘takeaway’ for reviewing visualizations.
- The delegates have a two or three hour project to analyze some data. There will be advice from the instructor. Results will be reviewed and critiqued with the class