Tableau Server Hands-On Training for Administrator
Overview
Tailored for Tableau Server Administrators, this intensive half-day training provides deep technical insights into managing, securing, and optimizing Tableau Server using Tableau Services Manager (TSM). Learn how to configure SSL, manage users and licenses, monitor performance, and maintain logs and backups. Ideal for IT professionals, this course equips you with the best practices to ensure secure, scalable, and high-performing Tableau Server deployments.
Key Highlights
• Hands-on, instructor-led training
• Master Tableau Services Manager (TSM)
• Learn security, SSL, and server settings
• Manage logs, scheduled tasks, and backup operations
• Set license roles and user permissions
Who Should Join
Tableau Server Administrators, IT professionals, or technical users responsible for deploying, maintaining, and optimizing Tableau Server infrastructure and operations.
Outcome
Empower Tableau Server Administrators to confidently manage users, content, and permissions, while ensuring secure, high-performance deployment and seamless operation of Tableau Server within their organization.
Table of Content
1. Overview
• Introduction
• Objective
• Audience
• Prerequisite
2. Getting Started with Tableau Server & Tableau Services Manager
• Tableau Server Administrator
• Tableau Services Manager (TSM) Administrator
3. Server Administrator Task
• Sign-in to Tableau Server
• Home Screen
• Navigation Panel
• Create a New Site
• Navigation Panel
– Edit and delete site
• Adding New User In Server/Site
– Update User Record
• Manage Users Using Groups
– Add Users to Group
– Rename Group
– Delete Group
– Update User Record
• Manage Project
• Changing Content Ownership
• Assigning Permission
• Setting Schedules
– Create a New Schedule
– Edit Schedule
– Add Users to Group
– Add Users to Group
4. Interacting with Dashboards and Reports
• Opening and navigating workbooks
• Using filters, parameters, and highlighters to explore data
• Sorting, exporting, and downloading views
• Switching between different dashboard views
4. Administrative View
• Site Status
5. How to Login Tableau Services Manager (TSM)
• Sign in to Tableau Services Manager Web UI
• TSM Web UI
6. View Server Process Status
• Viewing Process Status in Web UI
– Tableau Services Manager (TSM) Status page
– Tableau Server Status Page
7. Generating Tableau Server Log Files
• Generating And Uploading Tableau Server Log Files In TSM UI
– Uploading Log Snapshots for Tableau Support
• Server Crash Report
– Configure Server Crash Report
• Product Usage Data
– Disabling The Sharing of Usage Data After Install
8. Configuration
• Topology
• Security
– Run As Service Account
– Configure SSL on Tableau Server
– Repository SSL
• User Identity & Access
– Authentication
– Trusted Authentication
• Notification
– Configure SMTP Setup
– Configure Server Event Notification
• Licensing
– Current & Future License
– License Activation
9. Performance Recording
• Tableau Desktop
• Tableau Server