Job Role

Admin, Architect


In-Person: 2 Full Day(s)
Virtual: 2 Full Day(s) or 4 Half Day(s)

User Interface

Lightning Experience


Who should take this course?

This course is intended for individuals responsible for architecting and administering enterprise deployments of Tableau Server, or who are involved in customer installations of Tableau Server. Note: This class is taught using a Windows server environment.




Tableau Server Administration or equivalent experience.

When you complete this course, you will be able to:

  • Identify and describe authentication methods.
  • Upgrade Tableau Server using a robust “Blue/Green” approach rather than an in-place upgrade.
  • Back up, restore, and uninstall Tableau Server.
  • Understand the role of fault tolerance and high availability in server architecture design.
  • Create a distributed three-node server environment.
  • Test user loads on both single-node and multi-node environments using TabJolt.
  • Configure a server environment to use an external load balancer.
  • Perform a hot-topology change.


Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Tableau Overview

  • What sorts of content organization is used?
  • Site definition
  • Governance models
  • Governance mechanisms
  • Roles and responsibilities
  • How are users trained and supported?
  • Community tools
  • User education materials and measures


Tableau Server Architecture

  • Main Tableau Server Processes


Server Process Flows

The Class Environment

Tableau Server Authentication

  • Authentication Mechanisms


Automating Server Tasks

  • Tabcmd
  • Tsm
  • Tabjolt


Review: Blue/Green Upgrade

  • Technical Specifications
  • Upgrade Process
  • Installing Tableau Server on the Initial Node (Server A)


Tableau Server Backup, Restore and Uninstall

  • Backing up a secondary node (Server B)
  • Enabling legacy identity mode on initial node (Server A)
  • Restoring the secondary node (Server B) back up on initial node (Server A)
  • Uninstalling Tableau Server on the secondary node (Server B)


Scalability and Distributed Installations 

  • Testing User Load with TabJolt



  • Performance Guidelines
  • Caching, Session Memory Settings, Visualization Rendering, Search and Browse process


High Availability

  • Configuring for Redundancy using a three-node architecture
  • Configuring for a Load Balancer
  • Retesting User Load with TabJolt
  • Decommissioning a File Store
  • Performing a Hot Topology Change