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Tableau Overview

The Class Environment

• Superstore Scenario

Planning a Tableau Server Deployment

• Tableau Blueprint

Installing a Tableau Server

• Installation Methods
• Installing Server Software
• Post Installation Configuration

Setting Security Features

• Security Hardening
• Setting Security Features

Installing Tableau Desktop on the Server

• Deploying Tableau Desktop

Reviewing the Tableau Server UI

• Server Content Types and Objects
• Searching on Tableau Server
• Importing Users from a CSV
• Changing a User’s Site Role
• Importing Individual AD Users
• Importing AD Groups
• Updating Account Settings
• Reviewing the Server Status Page
• Reviewing the General, Licenses, and Extensions Pages
• Creating and Deleting a Site
• Editing a Project Name and Description
• Adding a Workbook Description

Understanding Functional Security and Permissions

• Viewing Project Permissions
• Removing Permissions on the Default Project
• Comparing Workbook Permissions in Unlocked and Locked Projects

Implementing Functional Security

• Creating Functional Local Groups
• Adding Users to Groups
• Creating Projects Using tabcmd
• Setting Permission Rules for Projects Using the UI
• Setting Default Permission Rules for Projects Using the REST API

Publishing, Securing, and Certifying Data Sources

• Publishing a Data Source with a Live Connection
• Reviewing a Published Data Source in Ask Data Using a Lens
• Creating and Publishing a SQL Extract
• Creating and Publishing an Extract of a Local File
• Automatic Workbook User Filter
• Automatic Data Source User Filter
• Certifying a Data Source

Publishing Workbooks

• Publishing Content to a Sandbox Project
• Publishing Content to a Production Project
• Using a Backup to Populate Content

Reviewing Recommended Data Sources and Revision History

• Viewing Recommended Data Sources
• Viewing Data Source Revision History
• Viewing Workbook Revision History

Working with Schedules, Tasks, and Jobs

• Setting Extracts on a Refresh Schedule
• Setting a Data-Driven Alert
• Running an Extract Refresh
• Troubleshooting an Extract Refresh Failure
• Republishing the Local Extract
• Verifying the Resolution of the Extract Refresh Failures
• Subscribing to a View
• Running a Subscription

Monitoring Server Status

• Viewing Admin Alert Emails

Auditing Server Activity

• Viewing Server Status
• Archiving Log Files from the TSM UI
• Archiving Log Files from the TSM Command Line
• Using Logshark
• Publishing a Repository Data Source

Monitoring Server Performance

• Creating a Performance Recording

Automating Daily Maintenance

• Automating Daily Backups

Customizing Your Server

• Customizing Tableau Server